
Mike Wilson: Reopening - It’s All About the Execution
Thoughts on the Market
00:00
Challenges and Uncertainties Surrounding Reopening and Recovery
Exploring supply chain issues, labor shortages, valuation risks, and demand uncertainties in the current recession and recovery phase, with a focus on the quick rebound in retail sales and employment rates, along with concerns regarding the sustainability of the demand surge and potential payback effects on consumer spending post-pandemic.
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