IN THIS EPISODE, YOU’LL LEARN:
- 02:43 - What is causing the semiconductor issues?
- 07:32 - The retreat of globalization
- 15:50 - Why are we not seeing inflation in the other parts of the world?
- 17:57 - What initially caught Lyn's interest with the supply chain issues?
- 33:35 - The impacts on personal consumption spending
- 39:56 - How does the infrastructure impact the markets moving forward?
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Lyn Alden's article on Supply Chain Impacts
- Lyn Alden's premium newsletter
- Kelly Evan's Chart about personal consumption
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