53:16

EssentialThe Essential Conversation

The Grinch Wants Your Christmas: The Supply Chain Mess

Featuring Brad Snyder, David Woldenberg and Weston Nakamura

Nov 30, 2021 • 53 minutes

88

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Essential

The Essential Conversation

The Grinch Wants Your Christmas: The Supply Chain Mess

The holidays are imminent. Weston Nakamura talks supply chain disarray with Brad Snyder and David Woldenberg.

Featuring Brad Snyder, David Woldenberg and Weston Nakamura

Nov 30, 2021 • 53 minutes

The holiday season is imminent, and supply chains are still in disarray. Weston Nakamura explores the supply chain constraints with trucker Brad Snyder and freight logistics software company Tranzport CEO David Woldenberg. In a back-and-forth dialogue between two veterans of the logistics industry, Snyder and Woldenberg lay out what is going wrong in U.S. domestic supply chains on a ground level, discussing the “perfect storm” of trucker shortages, rising oil prices, and shipping bottlenecks that are leaving shelves empty and prices soaring. Nakamura and Woldernberg speculate on using container rates to forecast consumer behavior. Woldenberg also offers a glimpse of a possible future of diminished global supply chains where U.S. consumers shift their habits towards domestically produced goods, like wine produced in Southern California, rather than importing it. Recorded on November 19, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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