Weclome to the Shortage Economy

Global Thinking

English - November 11, 2021 16:38 - 20 minutes - 23.8 MB
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The world has been transfixed by a strange spectacle: a scarcity of nearly everything. It has been a cinematic experience complete with congested shipping lanes, gas shortages and rationed microchips. This kind of drama is entirely unfamiliar a decade after the global financial crisis's chronic oversupply. Now, the gluts of the 2010s are giving way to a far different world.

Welcome to the new shortage economy.

Rob sits down with Forstrong's CIO, Tyler Mordy, to talk investment implications and why this could be a barn burner.