Comments
Transcript
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SGI am surprised that Warren did not address anything on the production side (shortfalls/capacity that will not return) at all and focused only on demand side. I have read research that apart from demand returning post vaccine, the real issue is capacity that has literally disappeared over the past couple of years that will not be coming back, while demand destruction has not really taken place to the extent that was expected.
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arYes, Warren is always deeply substantive and thorough. But I also love his honesty, and that he's not a perma-bull on his space.
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DDVery informative, really enjoyed the conversation. Thanks, Warren and Max