Far From The Finishing Post cover image

Kiril Sokoloff (13D Research) - An Insidious Environment

Far From The Finishing Post

00:00

The Future of Inflation

Peter Drucker called it the future that's already happened. We've warned for a decade of the fragility of supply chain, but no one was paying attention. The world is moving towards economic self-sufficiency and building duplicate supply chains. So you put that all together, and I think you've got a long-term structural inflation problem.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app