Capital Allocators – Inside the Institutional Investment Industry SPECIAL EPISODE – Introducing Invisible Forces Podcast
Aug 27, 2020
Erin Shea, an insider at Jefferies and co-host of the Invisible Forces podcast, dives into the unseen dynamics reshaping the global economy. She explores how the pandemic has shifted consumer behavior, pushing demand for local sourcing over global supply chains. The conversation also highlights the surprising rise in puzzle popularity during crisis times and discusses innovative solutions emerging in the food and beverage industries. Shea emphasizes the necessity for leaders to adapt to these transformations and a future focused on localization.
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Reshoring Manufacturing
- Domestic manufacturing in the U.S. was already rebounding before the pandemic.
- COVID-19 accelerated this trend due to disruptions in global supply chains.
Puzzle Popularity Surge
- During the pandemic, jigsaw puzzles became unexpectedly popular, leading to high demand.
- Puzzle manufacturers struggled to keep up, highlighting supply chain vulnerabilities.
Puzzles in the Great Depression
- Jigsaw puzzles' popularity also surged during the Great Depression, offering affordable entertainment.
- People made and sold puzzles locally, demonstrating adaptability during economic hardship.