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supply chain

also referred to as: supply chains

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Oct 26, 2020 by Marko Papic · across every show →

Everything said about supply chain, oldest first

Oct 26, 2020 bullish
Insight
Papic: Rewiring global supply chains is growth- and commodity-positive
“I think the rewiring of supply chains is growth positive. It's positive for commodities. You have to build new factories. You have to move stuff around.”
Marko Papic Oct 26, 2020 ▶ 43:15 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Apr 21, 2022 bearish
Prediction Not checkable as stated
Shift to just-in-case inventory will strain corporate balance sheets
“You're going to move from just in time to just in case. All of those things have balance sheet implications, Which today's balance sheets are not structured to handle.”
Andrew Milgram Apr 21, 2022 ▶ 50:36 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
Dec 19, 2022 bearish
Insight
Marshall: Supply chain relocation is slow because subcomponent suppliers must follow
“It's really difficult to make ten-year capital decisions on manufacturing plants and the ensuing supply chain that has to follow you into those manufacturing plants. Because remember, when you build a manufacturing plant, you have to have all the other little …”
Ana Marshall Dec 19, 2022 ▶ 30:01 Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
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