Navigating Supply Chain Disruptions and Economic Resilience

This chapter analyzes the ongoing disruptions in supply chains and labor markets, particularly in the airline industry during the pandemic, while drawing parallels to historical economic shifts. It highlights the unexpected resilience in retail and e-commerce, as well as the performance of the S&P 500 and SPACs amid changing investor sentiment. The conversation wraps around managing retirement portfolios with a focus on preparing for both market gains and downturns.