Supply chain issues were top of mind for investors in 2022, so what can we expect this year as China opens up? Jacob Shapiro says pressures won’t ease, but there’s still reason to see an upside right now. The Director of Geopolitical Analysis at Cognitive Investments joins Andreas Steno Larsen to break down what we can expect in 2023 and explains why he labels himself a ‘born optimist.’ Stick around at the end when Andreas will offer a strategy session for investors interested in playing the supply chain space. Recorded on February 14, 2023.