Surveillance: Paradigm Shift with Eisman
Bloomberg Surveillance
00:00
Is There Another Big Short Type of Trade in the Financial Sector?
The major reason why inflation has been low is that the supply chain of the United States and all developed countries moved out of those countries to Asia, China. What COVID proved to everyone was that while that supply chain was cheap, it was also incredibly brittle. So companies realize they can't have a brutal supply chain because it means that if something happens, they'll have no products.
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