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Finding Value in China Tech, Looking Ahead to Apple’s 2023 & Motive CEO Shoaib Makani on Supply Chain Woes 12/28/22
Dec 28, 2022
CEO of Motive, Shoaib Makani, discusses potential supply chain roadblocks for the year ahead in 2023. The podcast covers topics like the decline in tech stocks' valuations, the future of TikTok and Instagram Reels, Apple's stock performance, news updates on pending home sales and Southwest Airlines, the decline in the tech industry, and the impact of supply chain issues. Travel troubles and the potential impact on airlines are briefly mentioned as well.
43:16
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Quick takeaways
- CFOs believe inflation is peaking and the Fed has controlled it through rate hikes, anticipating a decline in supply chain costs and increased deflationary effects from supply chain inputs.
- The US supply chain has become healthier, with increased capacity and lower costs for moving goods, which could have deflationary effects and prompt businesses to pass on cost savings to consumers.
Deep dives
The Impact of Inflation and Recession on Tech Companies
More than a third of CFOs believe that inflation is the biggest risk to their business, and the majority forecast a recession in 2023. However, CFOs also believe that inflation is peaking and that the Fed has done a good job in controlling it through rate hikes. They anticipate a decline in supply chain costs and increased deflationary effects from supply chain inputs.
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