Podcasts about supply chains

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System for moving a product or service from where it is produced to where it is consumed

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Best podcasts about supply chains

Show all podcasts related to supply chains

Latest podcast episodes about supply chains

TED Talks Daily
How to fix broken supply chains | Dustin Burke

TED Talks Daily

Play Episode Listen Later Jan 22, 2022 10:59


Supply chain challenges are real, but they're not new, says global trade expert Dustin Burke. In the face of disruptions ranging from natural disasters to pandemics, how do we make sure supply chains can keep up? Burke offers a combination of solutions -- from companies sharing risk to better forecasting disruptions -- to help create a more resilient, efficient tomorrow.

FreightCasts
Who's responsible for fixing supply chains? EP397 WHAT THE TRUCK?!?

FreightCasts

Play Episode Listen Later Jan 21, 2022 54:37


On today's episode Dooner and The Dude are talking to Port X Logistics founder Brian Kempisty about the state of the supply chain in the U.S. and who is responsible for fixing it. We'll learn about the issues that are still making for a contentious relationship between the ports and the dray community. Toot toot, watch for trains. Rachel Maleh, executive director at Operation Lifesaver Inc., is here with the latest on railroad safety as they celebrate 50 years of spreading awareness.  Matt Leuck, technical manager at Neste Renewable Road Transportation, Americas, discusses the advantages of renewable diesel over hydrogen, electric and traditional fossil fuels. The Dude and John Brewer team up for the perfect supply chain song.Plus, the U.S. will close borders to unvaccinated Canadian and Mexican truckers on Saturday; big-box warehouse lease activity set a record in 2021; a look at whether the Postal Service can deliver on at-home COVID tests; shipping container home costs skyrocket; sausage attached to a drone saves a dog; and more.Visit our sponsorSubscribe to the WTT newsletterApple PodcastsSpotifyMore FreightWaves Podcasts

Economic Ninja
As Peloton Crashes Due To Inflation & Supply Chain Investors Start Buying Gold / Silver For Safety

Economic Ninja

Play Episode Listen Later Jan 21, 2022 20:08


Gold Price Starts Taking Off As Investors Fear Inflation & Fed Intrest Rate Hike. The Stock and Futures Market is starting to show signs of fear and the proof is in the price of Gold and silver. As more and more investors begind to buy precious metals to hedge themselves aganst inflation the prices should really start to rise. Also rumors are starting to circulate of a silver short position that Bank Of America has and a possible #BOFA #SilverSqueeze. In this interview I talk with David Garofalo of Gold Royalty Corp about the Fed and their bad plan of raising the Fed Funds Rate now when the economy is still too fragile. If you would like to find out more information about Gold Royalty Corp check this out: https://www.goldroyalty.com/company/ NYSE American: GROY Subscribe to #NinjaNation: https://economicninja.org

The Digital Supply Chain podcast
New Report: The Semiconductor Shortage - A Chat With Jeff Howell

The Digital Supply Chain podcast

Play Episode Listen Later Jan 21, 2022 29:59


The global semiconductor shortage has been playing havoc with supply chains for a good 12-18 months at this stage. And it doesn't look set to be fixed any time soon.And just recently my colleague Jeff Howell published a fascinating, comprehensive Point of View paper all about the semiconductor shortage. To find out more, I invited him to come on the podcast to talk about it.We had a fantastic conversation talking about what Jeff uncovered in his months of research into the chip shortage, how it is affecting our customers, what they plan to do about it, and strategies to ensure any future shortages similar to this cause minimal disruption.You can check out the point of view paper here.  And on the podcast, Jeff also mentioned some videos that were developed to support the chip shortage.  Here they are for you:https://video.sap.com/media/t/1_ol90e6um “Shake Chain” Logisticshttps://video.sap.com/media/t/1_6zd5ue56 Big Data in the Garden of Siliconhttps://video.sap.com/media/t/1_lsglh5i0 Our Brave New Virtual WorldOh, and this is one of the first podcast episodes that I have created chapters for. If you find them useful, do let me know (tom.raftery@sap.com) and I'll make the effort to do it more often!If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).If you want to learn more about how to juggle sustainability and efficiency mandates while recovering from pandemic-induced disruptions, meeting growth targets, and preparing for an uncertain future, check out our Oxford Economics research report here.And don't forget to check out the 2021 MPI research on Industry 4.0 to find out how to increase productivity, revenues, and profitability for your operations. This global study examines the extent to which manufacturers deploy Industry 4.0 in their business and the benefits it brings.And if you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.And remember, stay healthy, stay safe, stay sane! 

The John Batchelor Show
#ScalaReport: Rethink supply chain. Chris Riegel CEO @STRATACACHE, #TheScalaReport, Scala.com

The John Batchelor Show

Play Episode Listen Later Jan 21, 2022 11:12


Photo:  Channels of distribution, Heavy Hardware and Silverware, 1915 #ScalaReport: Rethink supply chain. Chris Riegel CEO @STRATACACHE, #TheScalaReport, Scala.com  on.ft.com/3GCR50D

The World Next Week
Global Supply Chain Slowdown, Russia-Ukraine Tensions Build, and More

The World Next Week

Play Episode Listen Later Jan 21, 2022 28:45


Supply chain challenges reverberate again, high-stakes diplomacy continues with Russia over Ukraine, and Hondurans inaugurate a new president.   Articles Mentioned in the Podcast   Shannon K. O'Neil, “Why the Supply Chain Slowdown Will Persist,” Foreign Affairs, December 21, 2021

The Drew Mariani Show
Supporting Marriage / the Supply Chain

The Drew Mariani Show

Play Episode Listen Later Jan 20, 2022 51:08


Hour 3 of The Drew Mariani Show on 1-20-22 Father Paul Sullins highlights a new survey that shows the percentage of people who still support traditional Marriage Joel Griffith sheds some light on what (in the world) is going on with the Supply Chain 

First Look
First Look 1/20/22: Rob Garrison - Supply Chain Issues

First Look

Play Episode Listen Later Jan 20, 2022 5:15


TED Talks Daily (HD video)
How to fix broken supply chains | Dustin Burke

TED Talks Daily (HD video)

Play Episode Listen Later Jan 20, 2022 10:59


Supply chain challenges are real, but they're not new, says global trade expert Dustin Burke. In the face of disruptions ranging from natural disasters to pandemics, how do we make sure supply chains can keep up? Burke offers a combination of solutions -- from companies sharing risk to better forecasting disruptions -- to help create a more resilient, efficient tomorrow.

TED Talks Daily (SD video)
How to fix broken supply chains | Dustin Burke

TED Talks Daily (SD video)

Play Episode Listen Later Jan 20, 2022 10:59


Supply chain challenges are real, but they're not new, says global trade expert Dustin Burke. In the face of disruptions ranging from natural disasters to pandemics, how do we make sure supply chains can keep up? Burke offers a combination of solutions -- from companies sharing risk to better forecasting disruptions -- to help create a more resilient, efficient tomorrow.

Economic Ninja
Supply Chain Drama As Oakland Port Kicks Container Ships Out Of Port?

Economic Ninja

Play Episode Listen Later Jan 20, 2022 10:40


Sage News joins Ninja to talk about the latest in the supply chain. Container ships are being told to stay further away from ports. Subscribe to #NinjaNation: https://economicninja.org

Serious Sellers Podcast: Learn How To Sell On Amazon
Helium 10 Buzz 1/19/22: Call Me Now Feature, FBA Shipment Policy Updates, & 2021 Supply Chain Summary

Serious Sellers Podcast: Learn How To Sell On Amazon

Play Episode Listen Later Jan 19, 2022


In this episode, we tackle the latest news on Amazon's call me now feature, FBA shipment policy changes, and a summary of the supply chain in 2021.

Bannon's War Room
Episode 1,573 – Supply Chains At Ports Sink; The JEXIT Movement Rises (w/ Brian Kennedy, Ben Harnwell, Steve Stern, Michelle Terris, Joe Allen)

Bannon's War Room

Play Episode Listen Later Jan 19, 2022 51:18


We discuss the transhumanism, the supply chain crisis, and more.  Our guests are: Brian Kennedy, Ben Harnwell, Steve Stern, Michelle Terris, Joe Allen Stay ahead of the censors - Join us warroom.org/join Aired On: 1/19/2022 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

The Steve Gruber Show
Adam Lalone, Supply Chain Struggles.

The Steve Gruber Show

Play Episode Listen Later Jan 19, 2022 8:30


Adam Lalone is the Patriot Food's Founder and President. Supply Chain Struggles.

Mission to the Moon Podcast
Supply Chain จ่อถูกดิสรัปต์หนัก หลัง "โอมิครอน" บุกจีน | Mission News Live! 18 ม.ค. 2022

Mission to the Moon Podcast

Play Episode Listen Later Jan 19, 2022 43:42


อัปเดตข่าว Mission News ประจำวันอังคารที่ 18 มกราคม 2022 . [ต่างประเทศ] Supply Chain จ่อถูกดิสรัปต์หนัก หลัง "โอมิครอน" บุกจีน [ต่างประเทศ] สหราชอาณาจักร เริ่มเห็นสัญญาณอยู่ร่วมกับโควิดหลังเคสลด [ต่างประเทศ] อาจถึงกับต้องหยุดบิน?! สายการบินสหรัฐฯ พบสัญญาณ 5G เข้าไปรบกวนการทำงานของเครื่องบิน . . #missiontothemoon #missiontothemoonpodcast #missionnews

The Howie Carr Radio Network
The Cost of Supply Chains Issues - 1.18.22 - Hour 4

The Howie Carr Radio Network

Play Episode Listen Later Jan 19, 2022 36:54


Supply chains are one of the many things the Biden administration has broken and it's hitting a little close to home. We take your calls on the supply shortages you've experienced.

FreightCasts
Comparing CO2 Emissions In The EV, ICE Supply Chains EP35 Transmission

FreightCasts

Play Episode Listen Later Jan 18, 2022 24:24


Getting a handle on just how clean or dirty the “long tailpipe” is has been the subject of many reports. A new study by researchers at Yale University shows that, almost no matter how you slice it, electric vehicles are cleaner than internal combustion engine vehicles, when you measure all of the materials and energy required to build and drive them.Follow Transmission on Apple PodcastsFollow Transmission on SpotifyMore FreightWaves Podcasts

The CyberWire
A new member of the Winnti Cluster is described. Cobalt Strike used against unpatched VMware Horizon servers. Ukraine blames Russia for what seems to be a destructive supply chain attack.

The CyberWire

Play Episode Listen Later Jan 18, 2022 26:05


A new Chinese cyberespionage group is described. Cobalt Strike implants are observed hitting unpatched VMware Horizon servers. Ukraine attributes last week's cyberattacks to Russia (with some possibility of Belarusian involvement as well). Microsoft doesn't offer attribution, but it suggests that the incidents were more destructive than ransomware or simple defacements. The US warns of possible provocations. Ben Yelin looks at a bipartisan TLDR bill. Our guest is Lisa Plaggemier from the National Cybersecurity Alliance on the ongoing threat of phishing. And the REvil arrests in Russia may have been for “leverage.” For links to all of today's stories check out our CyberWire daily news briefing: https://thecyberwire.com/newsletters/daily-briefing/11/11

The Chris Plante Show
1-18 Hour 1 - Supply Chain and Socialism

The Chris Plante Show

Play Episode Listen Later Jan 18, 2022 38:14


In hour 1, Chris talks about empty shelves Biden, and gets some great calls from listeners who know a thing or two about Socialism. For more coverage on the issues that matter to you download the WMAL app, visit WMAL.com or tune in live on WMAL-FM 105.9 from 5:00am-9:00am Monday-Friday. To join the conversation, check us out on twitter @WMAL and @ChrisPlanteShow See omnystudio.com/listener for privacy information.

Brakeing Down Security Podcast
Amélie Koran and Adam Baldwin discuss OSS sustainability, supply chain security,, governance, and outreach for popular applications - part2

Brakeing Down Security Podcast

Play Episode Listen Later Jan 18, 2022 46:29


Adam Baldwin (@adam_baldwin) Amélie Koran (@webjedi)   https://logging.apache.org/log4j/2.x/license.html https://www.theregister.com/2021/12/14/log4j_vulnerability_open_source_funding/ https://www.zdnet.com/article/security-firm-blumira-discovers-major-new-log4j-attack-vector/ F/OSS developer deliberately bricks his software in retaliation for big companies not supporting OSS. https://twitter.com/BleepinComputer/status/1480182019854327808 https://www.bleepingcomputer.com/news/security/dev-corrupts-npm-libs-colors-and-faker-breaking-thousands-of-apps/ https://developers.slashdot.org/story/22/01/09/2336239/open-source-developer-intentionally-corrupts-his-own-widely-used-libraries Faker.js - https://www.npmjs.com/package/faker  Generate massive amounts of fake contextual data Colors.js - https://www.npmjs.com/pafaker  - npm package/colors get color and style in your node.js console https://abc7ny.com/suspicious-package-queens-astoria-fire/6425363/ Should OSS teams expect payment for giving their time/code away for free? What are their expectations Should open source projects be aware of how popular they are? What happens when they reach a certain level of popularity? OSS Sustainability - https://github.blog/2019-01-17-lets-talk-about-open-source-sustainability/ https://webjedi.net/2022/01/03/security-puppy/ Apparently, “Hobbyists” were the bane of a young Bill Gates: (can you https://en.wikipedia.org/wiki/Open_Letter_to_Hobbyists https://en.wikipedia.org/wiki/History_of_free_and_open-source_software History of open source Licensing Overview: https://youtu.be/Eu_GvrSlShI  (this was a talk I gave for Splunk on this --AK) Event-stream = https://www.trendmicro.com/vinfo/hk-en/security/news/cybercrime-and-digital-threats/hacker-infects-node-js-package-to-steal-from-bitcoin-wallets https://libraries.io/ Libraries.io monitors 5,039,738 open source packages across 32 different package managers, so you don't have to.    

The Steve Gruber Show
Brian Hitchcock, Border vaccine requirement could slow supply chain

The Steve Gruber Show

Play Episode Listen Later Jan 18, 2022 7:30


Brian Hitchcock is the President of the Michigan Trucking Association. Border vaccine requirement could slow supply chain

DealMakers
Anshuman Singh On Raising $135 Million To Thrust India's Supply Chain Into The Future

DealMakers

Play Episode Listen Later Jan 18, 2022 37:29


Anshuman Singh is now on his second startup. A bold and fast-growing venture that is transforming and accelerating India's supply chain. His company, Future Supply Chain Solutions has raised funding from top-tier investors like SSG Capital Management. It has also acquired ventures like Brattle Foods and Nippon Express.

Disruptive Forces in Investing
The Weakest Links in the Global Supply Chain: Part I

Disruptive Forces in Investing

Play Episode Listen Later Jan 18, 2022 15:38


As we start a new year amid the pandemic, a major disruption that consumers are facing are the issues within today's global supply chain. Emptier shelves in stores, shipping delays on e-commerce deliveries and labor shortages among others, have been felt by so many of us. But as we continue to see more components of the supply chain wither, what could be next for this crucial part of the global economy? What might investors want to be aware of in the interim? Could there be an end in sight for this global crisis? On this episode of Disruptive Forces, Michael Barr, Research Analyst for transportation and logistics sectors, speaks with Anu Rajakumar to break down how the supply chain crisis began, what a lot of companies are doing about it now, and where the consumer could go from here.     This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness, or reliability. All information is current as of the date of recording and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks including the possible loss of principal. Investments in hedge funds and private equity are speculative, involve a higher degree of risk than more traditional investments and are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.   Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit http://www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.   © 2022 Neuberger Berman Group LLC. All rights reserved.

Weed Wonks
Episode 391 – Supply Chain Disruptions Hit Cannabis

Weed Wonks

Play Episode Listen Later Jan 18, 2022 88:03


Ben Larson joins host Heather Sullivan to talk about the recently announced breakup of drinks giant AB InBev and Canadian marijuana producer Tilray, some of the science behind marijuana drinks and edibles, and the ongoing supply chain disruption to the marijuana industry. Produced by Shea Gunther.

Marijuana Today Daily
Episode 391 – Supply Chain Disruptions Hit Cannabis

Marijuana Today Daily

Play Episode Listen Later Jan 18, 2022 88:03


Ben Larson joins host Heather Sullivan to talk about the recently announced breakup of drinks giant AB InBev and Canadian marijuana producer Tilray, some of the science behind marijuana drinks and edibles, and the ongoing supply chain disruption to the marijuana industry. Produced by Shea Gunther.

Supply Chain Revolution
Human Rights Transparency and Risk Resilience in Supply Chains: MLK Special Release with Justin Dillon of FRDM

Supply Chain Revolution

Play Episode Listen Later Jan 17, 2022 23:42


While environmental sustainability goals have become a high priority for consumers and businesses with a global call to action on climate change, other ESG issues haven't gotten as much attention. For many organizations advocating for human rights in the supply chain is a material priority, and one of the most pressing issues involves ensuring there is no forced labor and child labor in supply chains. But how do you know? -In its 2016 study, the International Labour Organization (ILO) estimated that 40.3 million people worldwide were victims of modern slavery at any given time, 25 million of whom were in forced labor. -To narrow the focus further, an estimated 16 million people were exploited in the private sector. A few years earlier, in 2014, the ILO estimated that forced labor generated annual profits estimated at USD 150 billion. -Women and girls are disproportionately affected, accounting for 71% of those affected by modern slavery. Children represent one-quarter of the total number of victims. President Biden on Dec 23, 2021 signed into law the Uyghur Forced Labor Prevention Act, a bipartisan bill that bans imports from China's Xinjiang region unless the importer can prove they were not made with forced labor. https://www.washingtonpost.com/politics/biden-uyghur-labor-law/2021/12/23/99e8d048-6412-11ec-a7e8-3a8455b71fad_story.html In Episode 68, Justin Dillon, CEO of FRDM shares that, “The COVID-19 pandemic has taught us how broken and opaque supply chains truly are. Supply chain operations and oversight has lagged far behind the innovation curve. Companies today are expected to solve bigger and deeper problems in their supply chains, such as environmental and human rights risks.” ➡️ I am proud to have Justin back as a retuning guest on MLK day to kick off 2022 and to help organizations ensure human rights are protected across global networks by: – Understanding and mapping your network -Organizing your company's supplier and spend data – Creating a predictive bill of materials for everything you buy and applying estimates about environmental, social and business continuity risks – Helping you engage with suppliers, using its toolkit to reduce risk and increase your resilience – Producing helpful reports for your team, stakeholders and regulators – Helping you track improvements to your supply chain and constantly improving your resilience FRDM is the next wave in predictive and proactive ESG risk resilience to realize sustainable outcomes. Organizations that lead on sustainability and impact do not approach them as secondary objectives. They integrate the related objectives into their core motivation, radically altering the corporate equation for success. Companies face numerous barriers to addressing modern slavery, but technology can be an enabler for change. Modernizing the supply chain for greater transparency can create a more visibility and equity for all. FREE WHITE PAPER ➡️ https://lnkd.in/eEr_hWv7 Learn more FRDM and Justin here - FRDM.co

The Bulwark Podcast
Josh Barro: Obsessing Over Democracy Won't Save It

The Bulwark Podcast

Play Episode Listen Later Jan 17, 2022 41:41


For the Democrats to win, they need to focus on what normal people think about — which is NOT Jan. 6 and the potential end of democracy. They want Covid shut down and the economy opened. Josh Barro joins Charlie Sykes on today's podcast. Special Guest: Josh Barro.

Murphy, Sam & Jodi
Supply chain issues / Words that should be banished in 2022

Murphy, Sam & Jodi

Play Episode Listen Later Jan 17, 2022 33:57


What are some things you miss but can't get in your area due to the supply chain? Words that should be banished in 2022.

Business Lunch
ESG, DEI, and 8 Other Business Trends for 2022 (Part 1)

Business Lunch

Play Episode Listen Later Jan 17, 2022 20:01


There are a number of trend-based marketing strategies you can implement to achieve profit breakthroughs in 2022.   In today's episode, host Roland Frasier gives us the inside scoop on a lot of cool things going on right now in the business world. He walks us through the first five today and will share the rest in an upcoming episode.    Listen in if you want to stay on top of both what's happening now and what's coming down the pike.   Trend #1: ESG   This is one you hear a lot about in the investment banking world. ESG stands for Environmental, Social, and Governance. There's a tremendous focus right now on sustainability and corporate responsibility to keep the environment healthy (E), doing social good (S), and building in protections against the companies doing bad things (G).   There are a lot of funds right now set up to do ESG investing. The more focused we are on being sustainable, environmentally-conscious, and socially responsible, the more we'll get business from these bigger companies focused on it. Consumers are demanding this too, so you're winning on both sides.   Ask yourself: what could I do in my business, or what business could I acquire to become more sustainable? Things like rethinking your supply chain, reducing your carbon footprint, and giving back environmentally. From a social perspective, what can I do to contribute? Give back to your local community or the world at large, or specific organizations like Black Lives Matter.   Trend #2: DEI    Yes, there are a lot of acronyms to keep track of. DEI stands for Diversity, Equity, and Inclusion.  From a diversity (D) standpoint, when it comes to the people working with us—at all levels of the business—we should be diverse both racially and socio-economically.    How can we get people of different genders, however they might identify, to get involved in the company so we can get different perspectives? How can we be friendly to the LGBTQ+ community? Not just people we're selling to, but people in management, in executive positions, on the board. Studies have shown that diverse companies are more profitable, come up with more ideas, and are more innovative.   The equity (E) part is how do we give people ownership and have stakeholders that are diverse? Stakeholders who will profit and be uplifted by their involvement and the things they contribute to the company.   Inclusion (I) is very broad. How are we going to be aware of all these different interests out there, and how can we serve them? What opportunities do we have in the company to bring these diverse viewpoints in and how can we facilitate this? There's a lot of money flowing to companies that are DEI-aware. This is a huge trend and theme in 2022, and will probably go for the rest of this decade.    Trend #3: The Great Resignation   There's a whole flow of people, mostly young people, leaving their jobs saying, “I'm not happy with where I am. I'm not happy with the progress I'm making, with the prospects I have of getting to do something profitable and fulfilling and socially responsible.” People want to contribute to the world, feel good, and take care of themselves.   The Great Resignation is creating real problems for businesses. The opportunity here to think about is: how do we serve all the people who are leaving the workforce and starting businesses for the first time? People want to be entrepreneurs and go into business for themselves.    Starting a business is really hard, so you're going to see people wanting to reenter the workforce, but in better jobs. We'll need career counselors, headhunters, people to help those who failed in businesses and have challenges, business coaches, career training, etc. Anything that will serve the significant portion of people who are working remotely.   Trend #4: Reallocating the Supply Chain   For the past two years, there's been a big challenge in getting goods. We're seeing huge inflation rates. A lot of it has to do with a catch-up period after production was reduced or completely stopped when the pandemic hit.   There are 96 cargo ships in the LA/Long Beach port right now backed up. This will be worked out, but will probably take a couple years. Big opportunity: how can I reallocate the supply chain?    A lot of companies that were acquiring supplies from overseas don't want to get blindsided again and will move some/all of their manufacturing to North America (Mexico or the U.S.). If you can look and find markets where labor and location is inexpensive, this will be profitable.   Trend #5: AI   A lot of humans are being replaced with AI (Artificial Intelligence) right now and this is only the beginning. There's a huge need for companies with the ability to integrate AI with humans. We have AI agencies where AI is writing campaign ads and copy, and it's coming out better than what the humans were writing. The AI is winning. We're hitting the point where computer intelligence is exceeding human beings.   Where's the profit here? Get involved in AI verticalizations. Be part of the companies that are providing AI solutions, AI integrations, helping companies integrate AI, training people to service and work the AI as an AI technician, displacement training to help the people being displaced by AI.    These are five of the biggest trends Roland believes will provide some very profitable opportunities in 2022 and beyond. Stay tuned for Part 2!   OUR PARTNERS: 7 Steps to Scalable workbook Get a free proposal from Conversion Fanatics Get 3% cash back on your ad spend with AdCard Get Roland's book, Zero Down, FREE Join Roland's next EPIC Challenge  

Problem Solvers
The Hard Decisions To Protect Your Supply Chain

Problem Solvers

Play Episode Listen Later Jan 17, 2022 25:40


As supply chain issues harm so many businesses, we look at how one startup proactively avoided problems: It is Bartesian, and it made hard decisions more than a year ago that are paying off now.

The Digital Supply Chain podcast
Intelligent Assets, Circular Economy, And Sustainability - A Chat With Wipro's Sundararaman Sankaranarayanan

The Digital Supply Chain podcast

Play Episode Listen Later Jan 17, 2022 33:00


Three topics that are receiving increasing interest in supply chain these days are Intelligent Assets, Circular Economy, and Sustainability, so when I came across Sundararaman Sankaranarayanan , Head of Digital Innovation, and a 25 year veteran of Wipro, I invited him to come on the podcast with my colleague Pavneet Bedi to talk about these topics.We had a fantastic conversation covering what intelligent assets are, how they're linked to circular economic sustainability (with examples), and the next steps for organisations hoping to go down this route.If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).If you want to learn more about how to juggle sustainability and efficiency mandates while recovering from pandemic-induced disruptions, meeting growth targets, and preparing for an uncertain future, check out our Oxford Economics research report here.And don't forget to check out the 2021 MPI research on Industry 4.0 to find out how to increase productivity, revenues, and profitability for your operations. This global study examines the extent to which manufacturers deploy Industry 4.0 in their business and the benefits it brings.And if you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.And remember, stay healthy, stay safe, stay sane! 

Bannon's War Room
Episode 1,564 – China Supply Chain Falls, With It The World Economy; Trump In Arizona (w/ Ben Harnwell, Dr. Peter Navarro, Jason Miller)

Bannon's War Room

Play Episode Listen Later Jan 16, 2022 48:58


We discuss the economy, supply chain crisis, and more. Our guests are: Ben Harnwell, Dr. Peter Navarro, Jason Miller Stay ahead of the censors - Join us warroom.org/join Aired On: 1/15/2022 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

Motley Fool Money
Factory to Your Front Door: Inside the Global Supply Chain

Motley Fool Money

Play Episode Listen Later Jan 16, 2022 28:52


At some point in their journey, 90% of the world's goods travel by ship. Ordering something on Amazon may be simple, but getting to your front door is anything but. It's a topic that Christopher Mims, technology columnist for The Wall Street Journal, covers in his book Arriving Today: From Factory to Front Door – Why Everything Has Changed About How and What We Buy. In this episode producer Ricky Mulvey talks with Mims about his book, covering topics including: - The roots of the microchip shortage - Why Uber had a difficult time disrupting the trucking industry. - What it's like to work in an Amazon fulfillment center - How to explain the metaverse to your mom You can follow Christopher Mims on Twitter @mims. Host: Ricky Mulvey Guest: Christopher Mims Engineers: Rick Engdahl, Dan Boyd

Becker’s Healthcare Podcast
Michael McCullough, Senior Vice President of Supply Chain at Wellstar Health System

Becker’s Healthcare Podcast

Play Episode Listen Later Jan 16, 2022 11:18


This episode features Michael McCullough, Senior Vice President of Supply Chain at Wellstar Health System. Here, he discusses how the challenges of supply chain shortages have changed throughout the pandemic, how he prioritizes his time while dealing with different issues, his thoughts on leadership, and more.

Bannon's War Room
Episode 1,564 – China Supply Chain Falls, With It The World Economy; Trump In Arizona (w/ Ben Harnwell, Dr. Peter Navarro, Jason Miller)

Bannon's War Room

Play Episode Listen Later Jan 15, 2022 48:58


We discuss the economy, supply chain crisis, and more. Our guests are: Ben Harnwell, Dr. Peter Navarro, Jason Miller Stay ahead of the censors - Join us warroom.org/join Aired On: 1/15/2022 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

Bannon's War Room
Episode 1,561 – The Biden Economy And The Mother Of All Supply Chain Crashes; Victory Begets Victory (w/ Joe Kent, Ben Harnwell, Boris Epshteyn, Steve Kirsch)

Bannon's War Room

Play Episode Listen Later Jan 14, 2022 50:05


We discuss breaking news in Washington State, redistricting, the supply chain crisis, and more.  Our guests are: Joe Kent, Ben Harnwell, Boris Epshteyn, Steve Kirsch Stay ahead of the censors - Join us warroom.org/join Aired On: 1/14/2022 Watch: On the Web: http://www.warroom.org On Podcast: http://warroom.ctcin.bio On TV: PlutoTV Channel 240, Dish Channel 219, Roku, Apple TV, FireTV or on https://AmericasVoice.news. #news #politics #realnews 

HPS Macrocast
Macrocast: Supply Chain State of Play

HPS Macrocast

Play Episode Listen Later Jan 14, 2022 40:12


 In this week's edition of the Macrocast, Loren Smith from Skyline Policy Risk Group joins Tony, John, and Brendan to discuss all things supply chain, diving into the "subplots" behind this ongoing crisis, including China geopolitics, omicron, infrastructure, workforce, and more. Plus, the group breaks down the newest CPI & PPI numbers and inflation's outlook. 

Beg to Differ with Mona Charen
Biden's Nadir Week?

Beg to Differ with Mona Charen

Play Episode Listen Later Jan 14, 2022 55:21


A.B. Stoddard and Ben Parker join the group to discuss Biden's kamikaze voting rights push and Putin's threats to Ukraine. Highlights/Lowlights: https://morningshots.thebulwark.com/p/joe-biden-needs-four-sister-souljah https://www.nationalaffairs.com/publications/detail/the-long-term-care-challenge https://twitter.com/KevinMKruse/status/1481709822051500039?s=20 https://reason.com/2022/01/12/the-u-s-immigration-system-needs-to-do-more-to-help-uyghurs/ https://jabberwocking.com/why-is-president-biden-staking-so-much-on-passing-new-voter-laws/ https://www.theatlantic.com/ideas/archive/2022/01/democrats-botched-public-school-covid-policy/621183/ https://www.politico.com/news/magazine/2022/01/11/oakland-lefty-my-whole-life-school-closures-triggered-an-identity-crisis-526860 Special Guests: A.B. Stoddard, Ben Parker, Bill Galston, Damon Linker, and Linda Chavez.

The Produce Moms Podcast
EP196: The Truth Behind The U.S. Supply Chain Issue With Ryan Atwood, Owner Of H&A Farms And Ryan Lockman, Vice President of Sales and Procurement for North Bay Produce

The Produce Moms Podcast

Play Episode Listen Later Jan 14, 2022 38:31


“Every piece of the supply chain literally is being affected by inflation, from availability issues, to transportation, starting all the way down at the plant material and taking it all the way to the consumer.”   Ryan Lockman (23:21-23:45)   In the ladder part of 2021, you've probably experienced several delays in packages or going shopping for items that weren't at your local retailer. It's clear that we're in a crisis with the supply chain and the issues we're seeing, especially when we shop for groceries. There's a rising cost of goods, inflation, lack of supply to meet demand, and a struggle to get U.S. grown products in front of consumers.   Lori joined Ryan Atwood, one of the owners of H&J Farms in Florida, a blueberry grower and packer, and Ryan Lockman, the Vice President of Sales and Procurement for North Bay Produce, a long-standing partner with The Produce Moms and marketer of fresh produce. Lockman manages relationships with large grocery retailers like Kroger, Aldi's and Meyer, and also distributes Atwood's blueberries under the North Bay brand.   Since Ryan Atwood is someone who's on the front lines and starting point of the produce supply chain, he's formed a strong opinion as to where the rising cost of goods originated from. Atwood thinks labor costs went up at the start of the COVID-19 pandemic as a result of people deciding to stay home and get out of their 9-5 workforce jobs. In order to attract employees and talent, companies have had to raise their wages (something H & J Farms has done).   “Growers haven't received the proper returns for a long time. I wholeheartedly think that our growers have needed higher returns or larger profit margins since I started The Produce Moms.” Lori Taylor (13:15-13:34)   Ryan Atwood has experienced a firsthand result of inflation with fertilizer. Every year there's a fertilizer bid which, once the bid is received, it locks out the price for the entire year, however this year, Atwood was told fertilizer prices were only good for a mere 20 days. The fertilizer prices he was quoted in 2021 compared to 2020 completely doubled.    Ryan Lockwood also believes we're running into some very tough times because “the cost of growing fruit is increasing, but also on a daily basis the amount of mobile money the average retail consumer has to use on purchasing groceries is decreasing because of the rising cost of goods in retail.”   Every item across the produce department is increasing in cost and the availability is decreasing for the consumer. Consumers still want to eat healthy and buy wisely, but farmers have no choice but to charge a higher price than what the produce item was in the field, which inevitably makes certain produce items unattractive to consumers, such as blueberries.    “When you look at what the price of gas costs and the price hikes we've seen in proteins… We haven't seen that kind of inflation with fresh produce yet, but even the small hike in price (which is inevitable and will continue) has put commodities within the grocery store and the produce department at risk.” Ryan Lockman (19:18-19:49)   We aren't sure just yet how retailers and the supply chain are going to respond to the fact that the cost of producing and growing blueberries is rising and the result that creates when trickling down to the point of sale. There's a longer lead time for all things in the supply chain, from packaging, to cardboard, to the cost and availability of trucking, warehouse staff, and more. Ryan Lockman thinks lead times are higher than they've ever been in history.   This also affects our quality of food because when it finally hits the shelf it's a week older than it should be and also creates a delay in marketing plans for promotions and sales. Both Ryan's want consumers to understand this because it's important to know why you have to pay more for a superior product versus putting a subpar item on the shelf for a lesser price.    If you want to play your part in helping decrease our supply chain issues, support U.S. grown produce as much as possible. Relying on produce exports is creating a food security issue for our country and our American farmers and growers need your help. How to get involved Join The Produce Moms Group on Facebook and continue the discussion every week!  Reach out to us - we'd love to hear more about where you are in life and business! Find out more here.    If you liked this episode, be sure to subscribe and leave a quick review on iTunes. It would mean the world to hear your feedback and we'd love for you to help us spread the word!

The Digital Supply Chain podcast
Mobile Devices Are Transforming Supply Chain - A Chat With Jan Mölls

The Digital Supply Chain podcast

Play Episode Listen Later Jan 14, 2022 26:23


Welcome back and happy new year. For this first episode of 2022, I thought of having a future-focussed episode, one talking about mobile devices in supply chain.To that end, I invited SAP Product Manager Jan Mölls to come on the podcast to talk about how new smartphone apps and capabilities are transforming supply chain.We had a fantastic conversation covering why smartphones are taking over, or about to take over in supply chain, going beyond smartphones into smart glasses and AR, and what the future of this space looks like. I learned loads, and I hope you do too.If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).If you want to learn more about how to juggle sustainability and efficiency mandates while recovering from pandemic-induced disruptions, meeting growth targets, and preparing for an uncertain future, check out our Oxford Economics research report here.And don't forget to check out the 2021 MPI research on Industry 4.0 to find out how to increase productivity, revenues, and profitability for your operations. This global study examines the extent to which manufacturers deploy Industry 4.0 in their business and the benefits it brings.And if you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.And remember, stay healthy, stay safe, stay sane! 

RT
Boom Bust: Supply-chain disruptions see no end in sight

RT

Play Episode Listen Later Jan 14, 2022 24:14


Supply-chain shortages are pushing up prices and inflation across the globe, but how long could the situation draw out? We'll bring you in-depth analysis of the issue. And, the World Economic Forum has issued a warning that cyberattacks could threaten the global economy, joining other major issues like climate change. We break down the details.

Make Trades Great Again
#93 Rural Supply Chain

Make Trades Great Again

Play Episode Listen Later Jan 14, 2022 45:35


Eric and Andy answer a Brad Klevin (sorry if I butchered the spelling!) in regards to rural supply chain, how do you deal with the day to day issues of getting materials in a rural area. 

The Ricochet Audio Network Superfeed
Three Martini Lunch: Americans See Through Biden, Pacific Coast Parking Lot, Kamala's Latest Flop

The Ricochet Audio Network Superfeed

Play Episode Listen Later Jan 13, 2022


Join Jim and Greg as they dissect the stunningly horrible poll numbers for President Biden in a new poll both on key issues and his overall performance. They also shake their heads as the backlog of cargo ships off America’s west coast gets worse and worse. And they are flabbergasted as just how bad Vice […]

Thoughts on the Market
Special Episode, Pt. 2: Long-Term Supply Chain Restructuring

Thoughts on the Market

Play Episode Listen Later Jan 13, 2022 8:24


As the acute bottlenecks in supply chains resolve in the long-term, some structural issues may remain, creating both opportunities and challenges for policymakers, industry leaders, and investors.----- Transcript -----Michael Zezas Welcome to Thoughts on the Market. I'm Michael Zezas, head of public policy research and municipal strategy for Morgan Stanley.Daniel Blake And I'm Daniel Blake, equity strategist covering Asia and emerging markets.Michael Zezas And on part two of this special edition of the podcast. We'll be assessing the long term restructuring of global supply chains and how this transition may impact investors. It's Wednesday, January 12th at 9 a.m. in New York.Daniel Blake And it's 10:00 p.m. in Hong Kong.Michael Zezas So, Daniel, we discussed the short and medium term for supply chains, but as we broaden out our horizon, which challenges are temporary and which are more structural?Daniel Blake We do think there are structural challenges that are emerging and have been present for some time, but have been exacerbated by the COVID pandemic and by this surge in demand that we're seeing and a panic about ordering. So we are seeing them most acute in areas of transportation where we don't expect a return to pre-COVID levels of freight rates or indeed lead times. We also see more acute pressures persisting in parts of the leading edge supply chain in semiconductors, as well as in areas of restructuring around decarbonization, for example, in EV materials and the battery supply chain. But more temporary areas are those that have been subject to short-term production shortfalls and areas where we are seeing demand that has been pulled forward in some regards and where we are also seeing the channel being restocked in areas that were not necessarily production disrupted. And so this in the tech space, for example, is more acute in some consumer electronics categories as opposed to autos, where we do have very lean inventory positions and it will take longer to rebuild.Daniel Blake But in the short run, we do think what will be important to watch will be the development of new COVID variants and the responses from policymakers and public health officials to those and the extent to which production and distribution can be managed in the context of those challenges. So really, I think a lot comes back to the public policy decision. So what are you seeing and tracking most closely from here?Michael Zezas Yeah, I think it's important to focus on the choices made by policymakers globally. You and I have talked about and reported on this concept of a multi-polar world. This idea that there are multiple economic power poles and that each of them might be pursuing somewhat different strategies when it comes to trade rules, tech standards, supply chain standards, et cetera. So I think the US-China dynamic is a great example of this. Obviously, over the last several years, the U.S. and China have shifted to a model where they define for themselves what they think is in their best economic and national security interest and in order to promote those interests, adopt a set of policies that are both defensive and offensive. So with the U.S., for example, there were tariff increases in 2018 and 2019. Since then, they have mostly shifted to raising non-tariff barriers like export restriction controls and increasingly over the last year have also been pivoting towards offensive tactics. So promoting legislation to invest in reshoring like the US ICA. So what this means then is that companies that had been benefiting from globalization and access to end markets and production processes in the U.S. and China now may need to recalibrate and take on new costs when they're transitioning their value chain for these conditions of kind of new barriers, new frictions in commerce between the U.S. and China.Daniel Blake And take us through the corporate perspective. What are you seeing and how should we think about the corporate response to these supply chain challenges?Michael Zezas A conceptual framework we laid out was to put different types of corporate sectors into categories based on how much their production processes or end markets were subject to increasing trade and transportation friction and or subject to labor shortages. And we came up with four different categories using these two axes. The first category is bottlenecks, where you have tight labor conditions and increasing trade and transportation friction, leaves these industries little choice but to pass through higher costs. Reshorers is another category where you're potentially facing further production cost hikes from trade and transportation friction but these firms are increasingly interested in domestic investment that can steady their supply chain challenges. There's also global diversifiers where trade and transportation frictions may be steady, but labor scarcity and disruption risk creates margin pressure. So that pushes sectors like these to invest in geographical supply chain diversification so they can access new labor pools and automation technology that increases their productivity. And the last category is new globalizers. So this is a relatively capital intensive industry or an industry that's able to source labor globally, given limited impact from trade and transportation frictions. It really means that these business models might be able to pursue the status quo and not have to change much at all.Michael Zezas So, Daniel, do you have some examples of industries that might fit into these categories and how that might presents either an opportunity or a challenge for investors?Daniel Blake We have looked at this at the sector and company level for major companies impacted by this theme of supply chain restructuring. And what I would highlight is that semiconductors are the classic bottleneck industries. They have been the acute choke points in the global economy. They have seen rising pricing power. They have seen a significant investment going in, and that has been benefiting the semiconductor capital equipment names. In terms of the reshorers, we think naturally to the US capital goods cycle. And here, our analysts has highlighted more vertical integration and really securing more of the parts supply chain, really a shortening of supply chains that is a response to these supply chain uncertainties that have emerged. And then on global diversifier, this category here, we think, is quite relevant to a lot of the tech hardware space. So semiconductors is more higher tech and more capital intensive. And in contrast, the tech hardware space tends to be more associated with assembly, distribution, marketing. And here we do think that there is potential for more diversification to broaden out exposure across supply chains and labor pools going forward. And finally, on new globalizers, overall, the key categories we have looked at in this report, we didn't see falling into this bucket. But we do think there are sectors that will continue to be new globalizers, and we see them more in the consumer and services oriented spaces of the of the global economy.Michael Zezas So our framework represents a view of how things will settle globally over the medium to long term in a bit of a mixed picture where some sectors benefit, others have to transition through higher costs. But are there alternative cases, Daniel, where things could be better for the global economy or worse for the global economy than is envisioned in this framework we laid out?Daniel Blake If we turn to the bull case for the global economy, what we're really looking at is a scenario where demand remains manageable and supported. But we're seeing additional supply come through and an easing of supply chain tensions. So there we would look first to the demand side of the equation, given supply takes longer to ramp up. And for us, a bull case would see a recovery of consumption skewed towards services spending that has been held back by the pandemic, and that helps keep the jobs and earnings recovery moving. But it eases some of the stress on the goods supply chain that may also be alleviated by the acute bottlenecks that we talk about in our base case, resolving and taking some more anxiety out of purchasing managers equation into 2022. In contrast, the bear case is quite clear the acute risk at this point is around new COVID variants, the impact on production and transport, as we saw just recently. So the potential for a rerun of these restrictions is very much in front of us as we're seeing selective lockdowns at time of recording starting to come through in some cities in China. At this point not impacting production materially but that is something we are watching closely. And that means we do think there is potential for demand destruction. The policy response may not be as forthcoming with the scale of stimulus that we saw through 2020 and 2021.Michael Zezas Daniel, thanks for taking the time to talk.Daniel Blake Great speaking with you, Michael.Michael Zezas And thanks for listening. If you enjoy Thoughts on the Market, please be sure to rate and review us on the Apple Podcasts app. It helps more people find the show.

Thoughts on the Market
Special Episode, Pt. 1: Near-Term Supply Chain Restructuring

Thoughts on the Market

Play Episode Listen Later Jan 12, 2022 6:43


Supply chain delays are on the minds of not only investors, policymakers and business owners, but the average consumer as well. How will recent challenges to supply chains be resolved in the near-term and will this create opportunity for investors?----- Transcript -----Michael Zezas Welcome to Thoughts on the Market. I'm Michael Zezas, head of public policy research and municipal strategy for Morgan Stanley.Daniel Blake And I'm Daniel Blake, equity strategist covering Asia and emerging markets,Michael Zezas And on part one of this special edition of the podcast. We'll be assessing the near-term restructuring of global supply chains and how this transition may impact investors. It's Tuesday, January 11th at 9 a.m. in New York.Daniel Blake And it's 10:00 p.m. in Hong Kong.Michael Zezas So, Daniel, we recently collaborated on a report, "Global Supply Chains, Repair, Restructuring and investment Implications." In it, we take a look at the story for supply chains over the short, medium and long term. Now, obviously supply chains are on the minds of not only investors and policymakers, but the average consumer as well. So I think the best place to start is, how did we get here?Daniel Blake Thanks, Mike. What we're seeing actually is a surge in demand for goods, particularly coming out of the US economy. As we're seeing accommodation of a record stimulus program post-World War Two, combined with a share in spending that has shifted from services towards goods that has been unprecedented. For example, to put this in context, we're seeing U.S. consumer spending on goods increased by 40% in the two years between October 2019, pre-COVID, to October 2021. And that compares with 28% increase that we saw in the entire 11 years following the financial crisis. And so what we're seeing is a sharp fall in services being more than made up for with an increase in spending on goods. And that's put enormous stress on supply chains, production levels, capacity of transportation. And in conjunction with the surge in demand that was seen, we've also seen some acute difficulties emerge in parts of supply chains impacted by COVID. For example, in South Southeast Asia, we've seen semiconductor fabrication, we've seen assembly, and we're seeing components being impacted by staffing issues as a result of COVID health precautions. And this has all been made worse by the uncertainty about sourcing products and lead times. So what we're seeing is manufacturers, we're seeing suppliers, distributors and the and the end corporates that are facing the consumer, putting in additional orders, whether that component is in short supply or not. And so that's increased the stress in the system and created uncertainty about where underlying demand sitsDaniel Blake And so, Mike, amidst this uncertainty, policymakers have really taken note of the issues, not least because of the inflation that's been generated. What reactions are you seeing from the administration, from Congress and from the Fed?Michael Zezas This is obviously unprecedented volatility in the behavior of the American consumer. And so not surprisingly, in the U.S., policymakers don't have the types of tools immediately at their disposal to deal with this. So you've actually seen the administration pull the levers that they can, but they're relatively limited. They've made certain moneys available, for example, for overtime work for port workers and transportation workers to help speed along the process of inventory accumulating at different ports of entry in the US. But there aren't really any comprehensive tools beyond that that are being used.Michael Zezas Daniel, what about policymakers in Asia and emerging markets? How are they reacting?Daniel Blake Yeah. In the short run, we're seeing a combination of tightening of monetary policy. For example, over 70% of emerging markets have been hiking rates by the fourth quarter of 2021. But we're also seeing competition for investment in global supply chains as they are being diversified by OEMs and as we're seeing some restructuring taking place. So we're seeing overall this competition happening across the value chain from battery materials like lithium and nickel in markets like Indonesia all the way through to leading edge 3D semiconductor manufacturing, where companies in Japan are partnering with industry leader Taiwan Semiconductor Manufacturing Corporation to try to pursue leading edge technology. So we are seeing this competition being a key feature of medium term trends.Michael Zezas So, Daniel, clearly a challenge in the near term to supply chains in the economy. What's our view on how this resolves itself?Daniel Blake Yeah, we have identified in conjunction with the global research team the most acute choke points, the primary choke points. And the short answer is we are seeing improvement in these in these areas. For example, in semiconductors, manufacturing capacity in in the backend foundry that was seen in Southeast Asia, we are seeing production come back in towards full capacity. And so we are seeing a real easing in the most acute bottlenecks. That should be good news for overall production levels and the most severe shortages. But at the same time, we do have some more persistent challenges, including rising costs and delays in transportation, as it will take some investment and multiple years likely to resolve the issues that we're seeing in labor shortages in areas like US trucking, in port capacity, intermodal capacity in the US. And as we see some persistent areas of demand really pushing for more investment, for example, in EV materials and the battery supply chain.Michael Zezas OK, so the most acute stresses we see resolving in the near term, and that's one of the reason, for example, our economists expect that inflation pressures will start to ease this quarter and into next. And as a consequence, the Fed will hike rates this year, but not necessarily according to the more aggressive schedule that they previously laid out. Daniel, what do you think are some of the more micro investment implications, sectoral investment implications, that we should pay attention to here?Daniel Blake Yeah, we are tracking very closely these key bottleneck segments in the global economy because we have seen companies producing those products have been sharp outperformers. And the challenge is obviously recognizing where these shortages will persist and where we see sustained pricing power. We do see that in some areas the semiconductors are continuing, we are still seeing investment channels in EV materials being a key source of demand. But on the flip side, we're also seeing an outlook for a reprieve in supply chains. As we mentioned some of the more acute challenges, for example, in auto production that may actually be a negative for some major semi companies, as they've benefited from these stronger margins. And so as that pricing pressure diminishes, we think investor consensus is somewhat too optimistic on this shortage and backlog persisting longer into 2022. In terms of implications, then that should be more of a positive for volume league players, for example, auto parts makers that have been held up in terms of their shipments as a result of shortages in other parts of the value chain. And the longer term, another favored investment theme coming out of the report is the likely strength of the US capex cycle in response to these challenges that we're seeing for supply chains.Michael Zezas Thanks for listening. We'll be back in your feed soon with part two of my conversation with Daniel Blake on the restructuring of global supply chains. As a reminder, if you enjoy Thoughts on the Market, please make sure to rate and review us on. The Apple Podcasts app. It helps more people find the show.

The CyberWire
Software supply chains and the free-rider problem. An APT is bitten by its own RAT. Europol told to clean up its data. A leak investigation in Denmark. QR-code phishbait.

The CyberWire

Play Episode Listen Later Jan 11, 2022 27:32


Log4shell as an instance of a more general software supply chain issue. An APT apparently mistakenly infects itself with its own RAT. A new backdoor, SysJoker, is in use in the wild. A warning on commercial surveillance software. A leak investigation continues in Denmark. Joe Carrigan explains bogus QR codes. Our guest is Casey Allen of Concentric on cyber vulnerabilities in automobiles. And, Europol is told it has a year to clear its databases of information on people not involved in crime. For links to all of today's stories check out our CyberWire daily news briefing: https://thecyberwire.com/newsletters/daily-briefing/11/7

3 Martini Lunch
Back to School in Chicago, Biden Bumbling on Russia, Supply Chain Still Choked

3 Martini Lunch

Play Episode Listen Later Jan 11, 2022 23:30


Jim & Greg welcome the return of in-person schooling to Chicago after a four-day hissy fit from the Chicago Teachers Union. They also sigh as President Biden reportedly makes no progress in trying to deter Russian military action in Ukraine. And the Biden administration gets caught flat-footed again as out supply chain problems grow.Please visit our great sponsors:XChairhttps://xchairmartini.comSave up to $100 today only!My Pillow https://www.mypillow.comNo supply chain issues with My Pillow! Shop now with confidence. Use code MARTINI at check out.

The John Batchelor Show
#PRC: Ningbo supply chain slowdown. Charles Ortel of On the Money with Charles Ortel. @GordonGChang, Gatestone, Newsweek, The Hill

The John Batchelor Show

Play Episode Listen Later Jan 11, 2022 8:07


Photo:  Ningbo celebrating the foundation of the Republic of China #PRC: Ningbo supply chain slowdown. Charles Ortel of On the Money with Charles Ortel. @GordonGChang, Gatestone, Newsweek, The Hill https://www.bloomberg.com/news/articles/2022-01-07/trucker-snarl-in-east-china-hits-container-shipping-from-ningbo

Fresh Air
Best Of: Kirsten Dunst / The Global Supply Chain

Fresh Air

Play Episode Listen Later Jan 10, 2022 48:44


Kirsten Dunst co-stars in the new film The Power of the Dog, along with Benedict Cumberbatch and Jesse Plemons, who plays her husband in the film, and is her husband in real life. We talk about being a child actor and the formative experience of working with Sofia Coppola early in her career. Also, we'll take a sobering look inside the global supply chain — and how it broke — with Wall Street Journal columnist Christopher Mims. His new book is called Arriving Tomorrow.And book critic Maureen Corrigan will tell us about a superb debut suspense novel.