

The Macro Viewpoint - The future of globalisation, China's supply chains, booming metals
Apr 22, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Trade Patterns Changed Since the Pandemic
01:35 • 2min
Is This the End of Globalization?
04:05 • 2min
Supply Chain Disruption in Shanghai
06:13 • 2min
China's Truck Shortage - What Can Be Done About It?
08:25 • 2min
Metals - What Are the Main Drivers?
10:11 • 2min
The Longer Term Impact of Green Investment Trends
11:51 • 3min