155. Deciphering the economy’s mixed signals
Inside the Strategy Room
The Supply Chain and the GDP Growth Picture
Ezra: I think we have the big trends, and then a lot of little spots. And so what I see company doing right is kind of rethinking those concentration risk geographically in a very different way. The strategic question there for companies is, will you actually change what you're doing and what your strategy is, depending on what those levels of growth would be? Now, I know that better growth is going to go as per profit. This is not the question. The question is whether or not stronger growth is really going to change the companion atmosphere in your industry. It's really a question of profits.
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