J Mintzmyer - Shipping Extraordinaire
The Business Brew
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What's Going on in Supply Chains Right Now?
i've seen you make a lot of really good calls over the past 18 months. i think what's going on in supply chains right now is something that i think everybody's got to be at least interested in. And shipping definitely ties in to a lot of that, which informed your dollartry thesis and played out very nicely. So if it's cool with you, i'd kind o like for you to set the stage of, like what shipping was going through in maybe 20 18, 20 19, and then what covid did to the industry and supply chans generally. Just kind of talk through that from a, just like a analyst perspective of the environment, more than like a
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