Supply, supply, supply, where are you? Back on March 2 of this year, I published an article on LinkedIn and voiced my concern for inflation. My concern was that if the world goes through a lengthy shutdown, we will come out of it with rapid inflation.  My fear was, as is, that if manufacturing is throttled and governments throw money at the people, when the economy reopens we will have excess cash cash chasing too few goods.

I mention a handful of examples in the podcast and explain why you can expect some serious pricing problems by the end of this year and certainly into 2021.

Here's a link to the article I published on March 2, 2020 where I lay out my concerns. 

https://www.linkedin.com/pulse/were-building-stuff-here-everywhere-enough-patrick-rooney