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6min chapter
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
We Study Billionaires - The Investor’s Podcast Network
On-Shoring - Supply Chain 2.0
Apple and TSMC building chip factories now in America. Does that mean Apple's margins go down or does that mean iPhone prices go up? Well, maybe both, but this is an example of what I call supply chain 2.0. The idea is you will still have supply chains, lots of mouth sourcing, would have trade, but it will be like a club. And to be in the club, you're going to have to be kind of a democratic liberal society with a good rule of law.
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