Dave McCormick: “We're also in the biggest capital boom and productivity wave…”

“I think last time I was here we talked about this. We've got a couple of things going. We're in the middle of this geopolitical shock with what's happening in the Middle east. And We're also in the biggest capital boom and productivity wave that we've ever seen. So I think we're digesting both things at the same time. And we talked about my friend Kevin Wirsch now in this unique because he has these inflationary pressures coming, but we also have this huge productivity boom coming.” (03:47–03:52)

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