Comments by "Greg Greg" (@SlowhandGreg) on "Mohamed El-Erian: Inflation is the biggest threat to investors, but buying opportunities exist" video.

  1. Companies have reduced stock to extremely low levels over the past couple of decades relying on the on-demand supply chain more and more sticking a spanner in that will reverberate for a couple of years. Both government and companies are realising that key components for example such as computer chips your better off having slightly higher production costs but having more control of the supply chain and not have world production centred in just 1 country (currently Taiwan produces 51% of the world supply)
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  2. Current inflation has got nothing to do with the infrastructure bill Supply chain issues and an increase in container costs from the far east (up 300+%) World Oil and natural gas prices rising on demand Food production affected by climate change (Storms and droughts in Central America) Unusual weather events in the US Labour shortages Everyone spending money on physical goods with less spent on services putting even more pressure on the on-demand supply chain
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