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The Macro Moment: Supply Chain Issues by taskmaster4450le

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· @taskmaster4450le ·
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The Macro Moment: Supply Chain Issues
<center>

[![](https://img.3speakcontent.co/rnivrxdr/thumbnails/default.png)](https://3speak.tv/watch?v=taskmaster4450le/rnivrxdr)

▶️ [Watch on 3Speak](https://3speak.tv/watch?v=taskmaster4450le/rnivrxdr)

</center>

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We all heard how the supply chain issues are affecting businesses.  While we are hopeful things will get better, they will not.  In fact, they are likely to get worse.

In this video I discuss how the Fed nor President can fix this problem.  It is much bigger than that.  This is global in scale and not going to end anytime soon.  For this reason, expect prices to be higher going forward.  It is also why the Fed has absolutely no chance of tightening.

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▶️ [3Speak](https://3speak.tv/watch?v=taskmaster4450le/rnivrxdr)
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vote details (313)
@ai-summaries ·
**Summary:**
In this video, the speaker discusses the current global supply chain issues and their potential impact on various industries. He explains how the supply chain disruptions are not easily solvable and are likely to worsen due to factors like lockdowns, shortage of truckers and trucks, and limited oil production. The speaker also touches on the U.S.-China conflict and its effect on global manufacturing. He emphasizes that the ongoing supply chain challenges, including shortages of essential goods like semiconductors and fertilizers, will persist for an extended period, possibly leading to an economic collapse. The speaker mentions significant investments in semiconductor plants in the United States but notes that the benefits will take time to materialize.

**Detailed Article:**
The video focuses on the persistent supply chain issues that are impacting various sectors globally. The speaker starts by highlighting the widespread challenges in the supply chain, citing factors such as lockdowns, limited productivity, and shortages of essential resources like truckers, trucks, and oil. He points out that President Biden's decision to extend operating hours at the Port of Los Angeles is insufficient to address the existing backlog of ships and underscores the interconnected nature of supply chain disruptions.

Moreover, the speaker delves into the impact of the U.S.-China conflict on global manufacturing. He notes the reliance on China as a major producer of goods and highlights the lack of viable alternatives due to lockdowns in countries like Vietnam and Indonesia. This analysis underscores the complexities of the current global economic landscape, emphasizing the interdependence of various nations and the challenges posed by geopolitical tensions.

Furthermore, the speaker discusses the shortage of semiconductors and its cascading effects on industries like automotive, where increased demand outstrips supply. He mentions the willingness of companies to pay higher prices for these essential components but highlights the fundamental issue of scarcity. The speaker also anticipates prolonged supply chain disruptions affecting diverse sectors, including food production, thereby exacerbating the existing challenges.

Additionally, the video touches on significant investments in semiconductor plants in the United States, with companies like Samsung, Taiwan Semiconductor, and Intel earmarking substantial sums for new facilities. Despite the potential benefits of localizing semiconductor production, the speaker cautions that the full impact will take time to materialize due to the lengthy process of establishing and operationalizing such facilities.

In conclusion, the video serves as a comprehensive analysis of the current supply chain challenges, emphasizing their intricate nature and long-lasting implications for global economies. The speaker's insights shed light on the complexities of addressing these issues and the need for proactive strategies to navigate the evolving economic landscape.
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@beerlover ·
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@jfang003 ·
That is an interesting outlook. How long do you think it will take for the supply chain problems to fully resolve itself? After all, it relies more on all countries or most of them to place an effort before it works out.

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vote details (2)
@onealfa.leo · (edited)
.


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@pixresteemer ·
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