supply chain
63 episodes mention this concept
EconomicsExplainedApr 28, 2026Taiwan's High-Tech Dutch Disease: Economic Specialization, Geopolitical Risks, and the Semiconductor Paradox
EconomicsDutch DiseaseSemiconductor industryMicroprocessorsCurrency appreciation
FreakonomicsApr 3, 2026The Peculiar Economics of Bourbon: Why 95% is Made in Kentucky and the Industry's Looming Glut
EconomicsTime as an investment inputMarket concentrationProtectionismMarket glut- EconomicsExplainedMar 26, 2026
Rwanda's Economic Transformation: Aspiring to be the Singapore of Africa
EconomicsGenocideEconomic collapseGDP per capitaEase of doing business index - EconomicsExplainedMar 16, 2026
Europe's Precarious Dependency: Navigating US Trade Tensions and the Quest for Economic Independence
EconomicsBilateral trade relationshipTrade deficit (goods vs. services)TariffsGeopolitical goals - FreakonomicsMar 4, 2026
The Hidden Power of Commodity Traders: Geopolitics, Finance, and Secrecy
Economicsphysical commodity tradingfinancial instrumentshedginggeopolitics - EconomicsExplainedJan 2, 2026
The Degrowth Paradox: Balancing Climate Action with Economic Growth and Global Equity
EconomicsDegrowthNet Zero GoalsCarbon PricingEconomic Growth 
Awakening RichardDec 24, 2025Chinese Expert Analysis of Trump's New US National Security Strategy: Contraction, Realism, and 'Vulgar Geopolitics'
GeopoliticsNational Security Strategy (NSS)America FirstValue-based diplomacyGlobalization- Awakening RichardOct 3, 2025
Chinese Geopolitical Analysis: US Strategy in Venezuela, Oil, and Western Hemisphere Reindustrialization
GeopoliticsGeopoliticsFinancial capital dominanceIndustrial capital returnNeocolonialism - EconomicsExplainedSep 28, 2025
The Looming Threat of Stagflation: Misleading Data, Policy Misalignment, and Global Consequences
EconomicsStagflationInflationUnemploymentEconomic growth 
lexfridmanAug 13, 2025Keyu Jin on China's Decentralized Economy, Competitive Culture, and the Blend of Capitalism and Socialism
EconomicsDecentralized economyMayor economyPolitical centralizationEconomic decentralization- Awakening RichardApr 29, 2025
The Mechanics of Tariffs, Trade, and Manufacturing: A Chinese Industrialist's Perspective on US-China Economic Relations
EconomicsTariffInternational TradeManufacturing Overhead CostCIF (Cost, Insurance, Freight) - Awakening RichardMar 22, 2025
China's Fury Over US-Backed BlackRock Acquisition of Panama Canal Ports and Global Maritime Assets
GeopoliticsGeopolitical maneuveringEconomic warfareStrategic rivalryMaritime choke points - lexfridmanJan 5, 2025
Volodymyr Zelenskyy on Ukraine's War for Freedom, Historical Parallels, and the Pursuit of Peace
GeopoliticsDisinformation warfareGeopolitical complexityNational sovereigntyHistorical revisionism - EconomicsExplainedOct 6, 2024
How Elections Introduce Economic Uncertainty, Policy Paralysis, and Long-Term Risks
EconomicsElection uncertaintyFiscal policyTrade dealsTax rates - EconomicsExplainedJun 20, 2024
The Philippines' Economic Paradox: Rapid Growth Amidst Geopolitical Entanglement and Internal Challenges
EconomicsEconomic Growth ModelOutsourcing IndustryGeopolitical MiddlemanTrade Deficit 
NewEconomicThinkingMay 15, 2024The Economic and Social Costs of Bumpy Roads: Measuring Infrastructure Quality and Government Effectiveness
EconomicsHuman capital economicsInfrastructure qualityVertical acceleration dataWillingness to pay (WTP)- EconomicsExplainedMar 24, 2024
The Economic Paradox: Why Global Fossil Fuel Consumption Continues to Rise Despite Alternatives
EconomicsNegative ExternalitiesIndustrial Carbon EmissionsCapital GoodsIntermediate Goods - EconomicsExplainedJan 11, 2024
The Monumental Economic and Geopolitical Challenges of Reuniting North and South Korea
EconomicsReunification taxEconomic disparityGeopolitical bufferRhine capitalism - EconomicsExplainedDec 27, 2023
Texas's Economic Prowess: Why It's Not the Next California, But Could Be Bigger
EconomicsComparative AdvantageResource EconomyEconomic DiversificationIndustry Clusters - EconomicsExplainedSep 17, 2023
The Disconnect: Why Top Investors Are Betting Against the USA Despite Economic Growth
EconomicsStock MarketEconomyGDP (Gross Domestic Product)Econometrics - EconomicsExplainedAug 30, 2023
California's Economic Paradox: Sustained Growth Amidst Decline and the 'Dutch Disease' of Tech and Entertainment
EconomicsComparative AdvantageFactors of Production (land, labor, capital)Resource-rich economiesEconomic transition - EconomicsExplainedAug 6, 2023
The Shifting Global Economic Order: Globalization's Impact on US Dominance and Proposed Solutions
EconomicsEconomic outputPurchasing power parity (PPP)Global economic influenceGlobalization - EconomicsExplainedJul 30, 2023
Skills Wars: The Global Competition for Talent and Its Economic Implications
EconomicsTrade WarsSkills WarsGlobalizationSkilled Migration - EconomicsExplainedJul 23, 2023
Taiwan's Economic Miracle: Diversification, Geopolitics, and Global Influence
EconomicsAdvanced semiconductorsPurchasing Power Parity (PPP)Human Development Index (HDI)Economic Miracle - EconomicsExplainedJul 9, 2023
Mexico's Economic Potential: Why It Won't Be the Next China Despite Nearshoring Opportunities
EconomicsLow-cost manufacturingSupply chain vulnerabilitiesTrade tensionsTariffs - NewEconomicThinkingJun 21, 2023
Unmasking Inflation: Why Conventional Wisdom Fails and Heterodox Views Offer Better Solutions
EconomicsReal wageDemand-pull inflationCost-push inflationDistributive conflict - EconomicsExplainedJun 14, 2023
The Economic Paradox of Over-Education: Balancing Individual Fulfillment and National Prosperity
EconomicsEconomic successWorkforce participationSkills mismatchesStudent debt - EconomicsExplainedMay 21, 2023
The BRICS Bloc: Economic Power, Geopolitical Ambitions, and the Fracturing of Global Cooperation
GeopoliticsIntergovernmental organizationGlobal Reserve CurrencyEconomic sanctionsTrading block/brick - EconomicsExplainedJan 10, 2023
The Global Repercussions of a Hypothetical Chinese Economic Collapse: A Comparative Analysis with the Soviet Union
EconomicsZero-COVID policyCivil unrestEconomic collapseGlobal economic interdependence - EconomicsExplainedDec 16, 2022
Is Inflation Finally Coming To an End: Analyzing Economic Forces and the Path to Price Stabilization
EconomicsSustained inflationConsumer demandGovernment spendingSupply chain troubles - EconomicsExplainedNov 19, 2022
How Switzerland Defies Global Inflation: Lessons from a Stable Economy
EconomicsInflationInterest ratesCentral banksMonetary stability - EconomicsExplainedJul 22, 2022
Navigating Stagflation: Causes, Consequences, and Policy Responses to High Inflation and Recession Risk
EconomicsInterest ratesInflationRecessionStagflation - NewEconomicThinkingJun 1, 2022
The Evolving Soul of Business: Redefining Corporate Responsibility and Value
EconomicsStakeholder CapitalismShareholder PrimacyCorporate Social Responsibility (CSR)Supply Chain Pressure - EconomicsExplainedApr 5, 2022
The Effectiveness and Unintended Consequences of Economic Sanctions
EconomicsEconomic SanctionsTrade RestrictionsDiplomatic ActionsMultilateral Organizations - EconomicsExplainedDec 19, 2021
The Pervasive Pessimism of Economists and Its Underlying Value
EconomicsPessimism biasEconomic forecastingSocial scienceHuman irrationality - NewEconomicThinkingDec 10, 2021
Towards a Constructive Path Forward: Navigating US-China Relations Amidst Climate, Economic, and Geopolitical Tensions
GeopoliticsGlobalizationUS-China relationsClimate changeNet zero emissions - NewEconomicThinkingDec 8, 2021
How Do We Stop the US and China from Going to War: Beyond the Thucydides Trap
GeopoliticsThucydides TrapClash of CivilizationsClash of Two Gilded AgesEngagement Policy - EconomicsExplainedNov 12, 2021
The Economic Aftermath of Brexit: Trade, Labor, and Long-Term GDP Impact Amidst Pandemic Challenges
EconomicsNon-binding referendumFree trade unionTariffsImport quotas - lexfridmanNov 3, 2021
The Big Rig: Trucking, Labor Exploitation, and the Decline of the American Dream
EconomicsEthnographySociological imaginationDouble clutchingPay per mile - EconomicsExplainedAug 20, 2021
China's Looming Debt Crisis: An Analysis of its Over-Leveraged Real Estate Market and Societal Pressures
EconomicsEconomic growthAuthoritarian ruleOver-leveraged economyReal estate bubble - NewEconomicThinkingAug 11, 2021
Elite Corruption, Eroding Rule of Law, and the Shifting Landscape of American Economic Policy
EconomicsRule of law crisisCorporate fraudOpioid epidemicMonopoly power - EconomicsExplainedApr 1, 2021
How the Suez Canal Blockage Highlights Supply Chain Fragility and Revives the Case for Modern Airships
EconomicsSuez CanalGlobal TradeSupply Chain FragilityEconomic Stability - EconomicsExplainedMar 17, 2021
The Intricate Web: Unpacking the Economic, Regulatory, and Political Drivers of Modern Supply Chain Complexity
EconomicsSupply Chain ComplexityComparative AdvantageSubcontractingVertical Integration - NewEconomicThinkingFeb 10, 2021
The Digital Revolution and the State: Venture Capital, Industrial Policy, and Global Transformations
EconomicsIndustrial policyMission-driven R&DNeoclassical economicsNational income accounting - NewEconomicThinkingFeb 10, 2021
Venture Capital and the Economics of Innovation at the Technological Frontier
FinanceVenture CapitalEconomics of InnovationTechnological FrontierSchumpeterian Waste - EconomicsExplainedJan 7, 2021
Why Global Stock Shortages Persist: Beyond the Virus, Supply Chains, Demand Shifts, and Market Failures
EconomicsSupply chain managementProfit motiveGlobal supply chainsFractional share ownership - EconomicsExplainedNov 15, 2020
Why the Stock Market Rallied After the 2020 US Election: Vaccine Hopes and Gridlocked Government
FinanceQuantitative EasingInterest RatesForeign InvestmentUS Dollar Value - NewEconomicThinkingAug 23, 2020
The Pandemic's Unmasking: Surveillance Capitalism, Deglobalization, and the Quest for New Economic Paradigms
EconomicsNeoliberal eraIntangible economyDigital virtual economyDeglobalization - NewEconomicThinkingAug 23, 2020
The End of Engagement: US-China Relations, Geopolitical Tensions, and China's Victimhood Culture
GeopoliticsEngagement framework (US-China)Marxist-Leninist systemLiberal democratic valuesEconomic depression - NewEconomicThinkingAug 23, 2020
Monopoly Power, Private Equity, and the Political Impotence of the Left in a Pandemic Era
EconomicsMonopoly powerConcentration of industryPrivate equityFinancialization - NewEconomicThinkingAug 23, 2020
Dani Rodrik on Accelerating Global Trends, Rebalancing Globalization, and the Future of Developing Countries Post-Pandemic
EconomicsHyper-globalizationMarket fundamentalismBalance between market and stateNation-state vs. globalization - NewEconomicThinkingAug 23, 2020
India's Post-Pandemic Path to Prosperity: Global Preparedness, Economic Recovery, and Societal Transformation
EconomicsBlack Swan EventsMega Black Swan EventMultilateral InstitutionsGlobal Cooperation - NewEconomicThinkingAug 13, 2020
Climate Risk and Response in a Post-Pandemic World: Economic Impacts and System Vulnerabilities
EconomicsClimate riskPhysical hazardsSocio-economic impactsClimate models - NewEconomicThinkingJun 16, 2020
Reevaluating the US Policy Response to the COVID-19 Pandemic: Failures, Lessons, and Future Directions
EconomicsSupply-side shockDemand-side shockV-shaped recoveryU-shaped recovery - EconomicsExplainedApr 16, 2020
Why China Will Be the Big Winner of the 2020 Crisis: Economic Resilience and Geopolitical Strategy
GeopoliticsIndustrial economySupply chain vulnerabilitiesCost-effective manufacturingShort-term profit maximization - EconomicsExplainedApr 16, 2020
Why China Will Be the Big Winner of the 2020 Crisis: Economic Resilience and Geopolitical Strategy
GeopoliticsIndustrial economySupply chain vulnerabilitiesCost-effective manufacturingShort-term profit maximization - EconomicsExplainedApr 12, 2020
The Paradox of a Rising Stock Market Amidst Economic Crisis
FinanceDead Cat BounceV-shaped recoveryBull rallyQuantitative easing - NewEconomicThinkingMar 11, 2020
The Transformative Power of Digital Technology in Emerging Markets: Why Data Is Like Fire
EconomicsDigital technology revolutionLow threshold of entryDigitized informationNon-rivalrous goods - EconomicsExplainedJan 2, 2020
The Economy of the Star Wars Galaxy: A Kardashev Scale and Governance Analysis
EconomicsGDP (Gross Domestic Product)Kardashev scaleType I civilizationType II civilization - EconomicsExplainedAug 8, 2019
The Player-Driven Economy and GDP Calculation of EVE Online's Virtual Nations
EconomicsMassively Multiplayer Online Game (MMO)Player-driven economyIn-game nations/sovereign alliancesMonthly Economic Report (MER) - NewEconomicThinkingMay 8, 2019
The Fissured Workplace: How Business Restructuring Impacts Labor Standards, Wages, and Worker Protection
EconomicsFissured workplaceCore competenciesIndependent contractorsOutsourcing - NewEconomicThinkingAug 29, 2018
Global Inequality, Corporate Tax Avoidance, and the Threat to Democracy
EconomicsGlobal inequalityCorporate tax avoidanceRace to the bottom (taxation)Supply chain exploitation - lexfridman
The Cyber Weapons Arms Race: Zero-Day Exploits, Ransomware, and the Ethics of Digital Conflict with Nicole Perlroth
TechnologyZero-day vulnerabilityZero-day exploitRemote zero-click exploitWatering hole attack
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