Tigress CIO on Apple and Facebook

The transcript discusses the strong global demand and supply chain challenges faced by companies like Apple and Amazon. It highlights the economic outlook, emphasizing the importance of supply chain improvements and the potential for growth in the tech industry. The discussion also covers the post-pandemic economic cycles, shifts in consumer behavior, and the rise of smart wearables, indicating a long-term opportunity for companies in these sectors.

What role does the pandemic play in the current supply chain issues?

How does the current economic situation compare to a massive recession according to the speaker?

What are the potential long-term trends in consumer demand as mentioned in the text?