Resilience of Post-COVID Supply Chains and Air Freight Costs

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The resilience of post-COVID supply chains has not significantly improved at the physical infrastructure layer, as the bottlenecks still persist despite fluctuations in demand. The global logistics infrastructure is both resilient and fragile, highlighted by the vulnerability to asymmetric warfare. Air freight, being four to five times more expensive than sea freight, is susceptible to market impacts due to its smaller network and capacity in comparison to ocean freight. Any disruptions in air freight, such as price increases or rerouting, can have global implications on shipping costs and supply chains.

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more

(7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with Flexport's Ryan Petersen

(35:55) Major M&A deals called off, downstream impacts of a hawkish regulatory environment

(54:15) The new era of startup building: less capital raised, less overhead costs, more profitable, smaller exits with higher founder/employee ownership percentages

(1:17:01) Bombshell class action lawsuits against the NAR and other real estate brokerages, how this could change residential real estate in the US

(1:31:58) Colorado bans Trump from primary ballots

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