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ReSolve Riffs with Tom Morgan on Presence, Synthesis, and Giving the Master Its Due

Resolve Riffs Investment Podcast

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The Supply Chain Bottlenecks - What Happens When They Get Unlocked?

i want to come back too im to supply a chance, because they actually, was asked by teu people on twitter. How do yo, how do we see the am, evolution of these bottle necks? What happens when they get unlocked? That sort of thing, right? And am, what occurred to me as i was sort of thinking through that is this is sort of the the essential crux of cuing theory,. Which chris schindler brought up during our versation a few months ago in the context of kind of trend following an emergence in price. But there are, there are these bottle necks. And the bottle necks cause not just a small shift in price, but

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