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

The Interview ·
Featuring Ross Kennedy and Simon Mikhailovich

Published on: November 5th, 2021 • Duration: 54 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.