EmergeVest Chairman On Global Trade Outlook

The video discusses the impact of China's reopening on global supply chains, highlighting ongoing challenges such as port congestions and logistics issues. It explores the future of supply chains, emphasizing the need for dual sourcing and a shift from 'just in time' to 'just in case' inventory strategies. The video also covers investment strategies in supply chain technology and financial services, noting trends in private markets and investment opportunities. Finally, it examines the cost implications of these changes for businesses.

What significant impact has China's reopening had on global supply chains?

What are the current challenges faced in inland logistics, particularly regarding trucking?

How does the speaker view the future of global supply chains in terms of volatility and costs?

What strategies are companies considering to mitigate supply chain risks?

What is the expected investment focus for the speaker's firm in the coming years?

What are the implications of the current private equity market conditions according to the speaker?

How do businesses weigh the costs of carrying additional inventory against potential lost sales?