Global Supply Chain
Josh discusses the challenges of commodity mining from an investment perspective and advocates for a Western Hemisphere alliance to secure strategic geopolitical interests in Central and South America.In this clip
From this podcast
Invest Like the Best
Josh Wolfe & Chris Power - Factories of the Future - [Invest Like the Best, EP.281]
Related Questions
With the realignment of global power, nations are carving out spheres of influence, leading to a segmented global market where resources are controlled more regionally. Strategies to reduce dependency on distant markets and mitigate geopolitical risks are also driven by political pressures for supply chain independence in critical sectors like semiconductors. Additionally, this realignment is prompting countries to strengthen regional alliances and partnerships, fostering collaboration and innovation to ensure a stable supply of essential goods. As nations seek to protect their interests, we may witness increased investments in domestic production and a reevaluation of international trade agreements to prioritize local industries and enhance economic resilience. How will these changes impact global trade dynamics and the balance of power in the coming years?
Why is industrial supply chain security important and interesting as a venture investment category?
What is the future of supply chains in light of the insights from the episode Rapid Response: How global markets are reacting to Russia's war on Ukraine, w/Sara Menker, CEO of Gro Intelligence and the clip Global Fragility Insights?