We Study Billionaires - The Investor’s Podcast Network BTC042: Supply Chain Impacts & Bitcoin Discussion w/ Lyn Alden (Bitcoin Podcast)
Sep 8, 2021
Join financial analyst Lyn Alden as she dives into the world of supply chains and their effects on the economy. Discover the causes behind semiconductor shortages and the retreat of globalization. Lyn explains why inflation isn’t uniform around the globe and shares her insights on personal consumption spending amidst market changes. The discussion also touches on how infrastructure investments will shape future markets. It's an engaging exploration of complex financial dynamics and the interconnectedness of today’s economy.
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Housing Market Dichotomy
- Home builders face uncertainty in pricing due to supply chain issues, impacting new home costs.
- This uncertainty creates a potential price gap between new and existing homes.
Supply Chain Depth
- Supply chain disruptions vary in depth, from shallow (lumber) to deep (semiconductors).
- Semiconductor issues, being more global and complex, pose a greater challenge.
Peak Globalization
- Peak globalization may have been reached around 2008, impacting supply chains.
- COVID-19 exposed the fragility of complex, globalized systems.