Inflation Investment Strategies
David discusses the implications of inflation on investment strategies, highlighting the differences between companies with domestic versus international sales. He emphasizes the importance of understanding labor costs, including wages and benefits, as a key factor in evaluating potential investments. The conversation also touches on the risks associated with tariffs and the broader economic landscape.In this clip
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Goldman's Hatzius and Kostin on Markets and Macro in 2025
Related Questions
How is inflation affecting prices in the episode Prof G Markets: Winners and Losers Under Trump’s Second Term and the clip Economic Isolationism?
What do you think Trump's tariff policy will affect as discussed in the episode The Tariff Announcement That Shocked Financial Markets and the clip Tariffs and Inflation?
What do you think Trump's tariff policy will affect as discussed in the episode The Tariff Announcement That Shocked Financial Markets and the clip Tariffs and Inflation?