Supply Chain

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Paper Sep 1, 2023

Hidden Exposure: Measuring U.S. Supply Chain Reliance

by Richard Baldwin and 2 others

1 mention

Article Mar 8, 2023

China in a hard pivot to more supply-side reforms

by William Pesek

Recommended by 1 person

1 mention

Podcast episode Nov 24, 2022

Rearchitecting the Supply Chain

by a16z

Article Nov 3, 2022

The Metals for Your EV Are Stuck in a 30-Mile Traffic Jam

by Matt Hill

Recommended by 1 person

1 mention

Tweet Oct 21, 2022

1/ "We need to have the supply chains at the ports ease, we need to have more chips coming and those sorts of things... but we also need to be mindful that there are two levers: If supply can move more and demand can move less, we actually have to do

by Matt Cerminaro

Recommended by 1 person

1 mention

Tweet Sep 22, 2022

COVID set off a supply chain phenomenon known as the bullwhip effect. For the past 2 years, it has battered US businesses that import products from overseas. But now, companies that were the biggest victims are going to win big in the months ahead.

by Mike Beckham

Recommended by 1 person

1 mention

Tweet Jul 20, 2022

A huge part of the chip crisis is automotive demand. Mainly that automotive cars demand older chips that the semi companies don't want to invest the capital to make (increased wafer size). Essentially there's a "cycle mismatch". This has been a long

by Glinert 🇺🇦

Recommended by 1 person

1 mention

Video Jun 10, 2022

Lynette Zang (Supply Chains, Fedcoin, Fiat Currency Collapse, IMF and the eSDR)

by George Gammon and Lynette Zang

Podcast episode May 31, 2022

#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence

by David Friedberg and 3 others

Podcast episode May 31, 2022

MKT Call 5/31/22: Supply Chain Woes Show Signs of Easing, Next Move for Energy, Salesforce Earnings Preview

by Danny Moses and 2 others

Podcast episode May 24, 2022

Liver King's $100M Supplement Business, Shaan Loses $250k on Luna, & The Real World Ted Lasso

by Sam Parr and Shaan Puri

Podcast episode May 5, 2022

Closed End Funds w/ David Stein (TIP445)

by Trey Lockerbie and David Stein

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