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Listen "V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath"
Episode Synopsis
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(00:00) - V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
(07:29) - Supply Chains and Deflationary Bullwhip Effects
(08:25) - Microsoft Commoditizes the Complement
(09:25) - "I think this is the future"
(09:57) - Apple's Demographic Crunch
(10:30) - State Bailouts
(11:11) - Adpocalypse: Bad News and Green Shoots
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