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EssentialThe Essential Conversation

When Things Fall Apart: Why the US May Never Recover from the Supply Chain Crisis

Featuring Ross Kennedy and Simon Mikhailovich

Nov 05, 2021 • 53 minutes

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Essential

The Essential Conversation

When Things Fall Apart: Why the US May Never Recover from the Supply Chain Crisis

"The crisis is happening"-- in this eye-opening and sometimes shocking discussion over supply chains, Ross Kennedy reveals why we may never recover.

Featuring Ross Kennedy and Simon Mikhailovich

Nov 05, 2021 • 53 minutes

"The crisis is happening"— in this eye-opening and sometimes shocking discussion over supply chain issues, The Bullion Reserve co-manager Simon Mikhailovich hosts Fortis Analysis LLC founder and logistics expert Ross Kennedy to discuss why we may never recover from our current disruption. The two discuss how we got here, why the U.S. economy may never look the same, and the painful measures it will take to re-invent it. Kennedy and Mikhailovich point to long-term market incentives that have weakened supply chain infrastructure and suggest that a "kinetic decoupling" with China will force us to re-evaluate our trade relationship and our entire economy. Kennedy also offers ideas about how the U.S. can economically reinvent itself, citing the potential of next-generation industries to revitalize the American working class. Recorded on October 29, 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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