Lead-Lag Live cover image

The Deflation Scare Is Coming With Deer Point Macro

Lead-Lag Live

00:00

Is There Really a Serious Incentive by Corporate Leaders to Initiate Onshore?

Onshoring and de-globalization, I wonder if there's really a serious incentive by corporate leaders to initiate that move en masse. If consumers are simply getting used to furniture coming six months later from when they order it, they still make more money with a broken supply chain than with just in time or just in case onshoring. So margins will get squeezed on that point. But I think that it's going to become more kind of important, especially now if you start to even look at the geopolitical issues, right?

Play episode from 13:52
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app