Weekly Roundup 11/12/21 (Inflation hits 6.2%, Discord dithers on Web3, Is is really about the supply chain?) (EP.259)
On The Brink with Castle Island
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Is Covid Ruining the Supply Chain?
The common narrative is that inflation is occurring because of at, you know, some dis functional supply chain. But if you look at the volume transiting through the largest ports in the us, alay in long beach, they're well above where they were in 20 19. So we're pushing all time high in terms of the actual cargo moving through these ports. That's not consistent with this narrative that covid is reducing the capacity and that's uno causing price increases.
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