Comments by "Kristopher Driver" (@paxdriver) on "Wall Street Week - Full Show (10/01/2021)" video.

  1. Supply chains are what they are because of a shift from inventory to JIT delivery. This is explained in textbooks for finance, economics, etc. The clear and obvious downside to just in time supply chain management is their instability during sudden shocks or crises. Since every economy is pushing some inflation, low rates, property value equity to leverage, and stimulus injections to puff up the bubble it always causes supercycles; supercycles which will always disrupt JIT markets. We need to stop pi$$in in the wind
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