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Luke Ellis on the Hedge Fund Business (Podcast)

Masters in Business

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The Invisible Hand Needs Some Constraints

Just-in-time inventories is another form of running businesses with extremely low resiliency. I think that either through company management or through regulation, there is going to be a push for companies to run with more inventory. And if you've got the longer supply line, then it's got to have even more inventory built into it. All of these things are likely to come out of the other side of this crisis.

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