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Progressing Through The Credit Tightening Cycle | Julian Brigden

Inflection Point

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The Importance of Inventory Management in the Unemployment Crisis

I've got a question for you about inventories. I'm just kind of trying to think through this reorganization of the supply chain and it's something that looks a little bit more multipolar. If we end up shifting a bunch of production away from China, Vietnam to something that feels a little bit More local, maybe it's not United States domestically, but it's something like that. Wouldn't that end up being good? That means that we should hold less inventories longer term.

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