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Lyn Alden: A Pendulum Between Stagflation & Reflation
The Macro Trading Floor
Is the Supply Chain Really Disrupted?
Alfonso: The supply chan keeps being distressed a various developments across the globe. How does that link to your current macothesis? Oh, yes. I deftly want to avoid things that are vulnerable to the supply chain. And so we have all these supply side problems inanity markets, commodity markets, and then supply, you know, investructure, logistics,. That's the supply side. Then the the demand side of the macro situation is that we have kind of a softening demand. We still have very tight supply side. And so that the whole kind of inflation disinflation structure is kind of messy at the moment.
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