Infrastructure And The Markets
Bloomberg Intelligence
00:00
Is the Small Cap Thesis Predicated on Getting a Blue Sweep?
It's a really tough question, and and certainly at the top of mine for everybody. I do think that pandemic has created a somnear term and medium term challenges in that a things shut down, and our economy shifted from a service economy to a more product o orienta economy. And so many manufactures across the entire global supply chain just couldn't ramp up fast enough. Now, i think one by one, some of these issues will resolve. Ah, but it's not resolving at the speed and a at the pace at which i think most people expect it.
Play episode from 03:40
Transcript
