Companies are doing very well. They're increasing sales, they're maintaining their profit margins. And so the question is, you know, how long will that last? Well, you guys have to make decisions, right? And figure out investment strategies in portfolio. How long do you think it will last? Do you think that the supply chain constraints are going to be manageable and not go on forever?Well, i would think, by definition, a lot of the supplyChain constraints and a lot of inflationary pressures, at some point they are going to resolve themselves. But we do think these problems are be with us for longer than many of us had hoped, even as recently as six months

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode