Behind The Markets Podcast: Chris Miller
Behind the Markets Podcast
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The COVID-19 Pandemic? Chris Gennady?
The COVID-19 pandemic changed how companies and countries think of certain things. It's crystal clear that the world doesn't want all of the factories just sitting 90 miles or so off of China's shore on that one island. Do you think five years from now we're in a world where even if it's the same companies with just different factory locations, you think the same concentration risk will continue to exist in Taiwan? Or this is something where the clock is ticking and three to five years down the road, Taiwan is just going to be one small part of a much more robust global supply chain?
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