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Hello and welcome to another episode of the Odlots podcast. I'm Joe Weisenthal.

And I'm Tracy Alloway. So Tracy, it's a new year. Well, already a bit into the year.

But it's a new year and yet many of the big stories from last year remain the same,

if not, if not even more so. I feel like many of the things we're talking about last year have

only gotten more intense. Yeah, I think you're right. I mean, we spent a lot of last year talking about

supply chain issues, the possibility of shortages, the idea of the bull whip effect, where you sort of

get a small disruption in one supply chain that then ends up cascading through the entire chain

and also causing very, very big swings in supply and demand. And that feels like it's definitely

getting more attention. And then, of course, the secondary effect from all of that is this question

of inflation and price increases. And how is that feeding through to the broader economy?

So we, you know, we talked about it last year, but we're talking about it even more in 2022.

Right. And of course, one way that people experience inflation or fuel inflation,

whether it's captured an official statistics accurately or regardless of how it's captured

in statistics is everything related to housing and shelter. And by all accounts, it appears that

...