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Ed Elson

๐Ÿ‘ค Speaker
6546 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Also, tariffs.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

and what that has done to the supply chain.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

And now here we are again with this war in Iran.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

I guess my question to you, do you think that this is a temporary shock that we will kind of move through over the maybe short to medium term?

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Or have supply chains just structurally become more difficult?

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Is this kind of issue something that's here to stay?

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

It's a really interesting point.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

I guess I'm wondering, as the CEO of one of the biggest companies that works exactly in this space,

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

What does that mean for you?

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Like, how do you change your strategy in a world where you can't take globalization and free and unfettered trade for granted?

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

And you do have to start thinking about geopolitics, about violence, about war.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

I mean, if we're talking about cannons on ships and you're saying that Europe needs to think about that again for the first time since before the war, before the World War I or World War II, like, what does that mean for you?

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Okay, Ryan Peterson, CEO of Flexport.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Ryan, really appreciate it.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Thank you.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Yeah, my pleasure.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

After the break, round two of the SaaSpocalypse hits the markets.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

And for even more markets insights, you can subscribe to my weekly newsletter, Simply Put, at simplyput.profgmedia.com.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

We're back with Profty Markets.

Prof G Markets
Is the Oil Crisis About to Break Global Supply Chains?

Anthropic is yet again moving markets.