Marsh ($MRSH) podcast mentions
Timestamped Marsh ($MRSH) mentions across our podcast corpus.
You know, I don't think that we're done. With the, with the inflation scare, I still feel that if Kevin Marsh, if the Fed chairman feels that we don't have 2% inflation, then you're going to be wrong. You're going to be— you have to get those trades versus some of the things where I see inflation coming down. People are excited about it. Now, I'm going to give you an analog that's incredible. The Texas Roadhouse has been killed by beef. It's good outfit. Well, suddenly that's got a deflationary tone to it and people are buying that kind of thing, it's deflationary. My most exciting— the most exciting play right now is this Walmart and Costco, which are the guys who are just pledged to be able to keep prices down. Costco taking out 1,000, going back to 44 PE, David. I find that these— Costco and Walmart are at the bulwark of keeping prices lower, and the American people are actually beginning to understand that, that these are the two you can go— I would call it—
Jim Cramer · Squawk on the Street · 9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26 · 2026-10-15