just-in-time

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 20, 2020 by Taimur Hyat · across every show →

Everything said about just-in-time, oldest first

Jul 20, 2020 positive
Prediction Not checkable as stated
Manufacturers will shift from just-in-time toward just-in-case inventory
“We do feel that the parts that are used to manufacture the end product will get more robust, and perhaps companies are thinking they went a little too far down the just-in-time spectrum. And they need to be a little further on the just-in-case spectrum as well…”
Taimur Hyat Jul 20, 2020 ▶ 28:38 Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
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