Goldman's Kostin Suggests Dividing Portfolio on Services, Goods Risk

The video discusses the shift in market focus from goods to services, highlighting the benefits of services companies being less exposed to inflationary pressures and tariffs. It examines the impact of tariffs on revenue exposure, particularly for companies dealing with China. The video also explores how companies are adjusting their supply chains to mitigate tariff impacts and discusses broader economic trends, including labor inflation and the increasing orientation towards a services-based economy.

What impact do tariffs have on companies that sell into China?

How are companies adapting their supply chains in response to tariffs?

What is the significance of labor inflation in the current economic environment?