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The Alternative Macro Signals Episode

The Alternative Data Podcast

CHAPTER

How to Track Supply Chain Issues That Cause Inflation

Supply chain issues, particularly in shipping, have been a big driver of the rise of inflation over the last two years. In that case, you are finding it will come up on your radar when potentially San Francisco Chronicle says ships are backed up at our West Coast port. And then it'll start playing into US inflation as a result of that. The insurance sector, if you keep track of a specialized insurance reviews and publications and websites, you can see things happening before they happen.

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