Trump Is Wrong About Inflation, Marketfield CEO Shaoul Says

The transcript discusses the impact of rising input costs on companies, particularly in the materials sector. It highlights concerns about inflation, with input costs affecting profit margins and eventually consumer prices. The market's reaction to these pressures is significant, with investors being particularly harsh on companies unable to pass costs onto customers. The discussion also touches on specific sectors like PPG and metals and mining, noting their varying abilities to manage these challenges.

In what ways are rising labor and material costs expected to affect the Consumer Price Index (CPI)?

Discuss the impact of oil prices on companies like PPG that rely on oil for production.