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Episode 3: Geopolitics and Semiconductors

Transistor Radio

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Aren't Being Shut Down, Is There a Meaningful Chance?

i think there's a meaningful chance that in a productionofa be shut down for two weeks or three weeks, bhatever a producto inproduction has stopped at manufacturs. The prices are just going to go up a little bit more. I guess the fear is we went from literally the fear of a deflationy economy into a stag flationary economy in almost like two years,. where what hat what the biggest fear is that wage growth will not outgrow inflation. And especially given ene right now that looks possible.

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