The Christmas Supply Chain Race
Barron's Streetwise
Barron's
4.7 • 1.6K Ratings
🗓️ 1 October 2021
⏱️ 24 minutes
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| 0:00.0 | Brought to you by SuperMicro, your AI and Green Computing partner. |
| 0:07.0 | We started seeing Christmas goods arrive on our shores back in June of this year. |
| 0:12.7 | Now normally, that arrival would take place end of August beginning of September and run |
| 0:18.7 | through about the first week of November. |
| 0:22.9 | Welcome to the Baron Streetwise Podcast, I'm Jack Howe, and the voice you just heard |
| 0:27.8 | is Gene Siroka, he's the executive director of the port of Los Angeles. |
| 0:34.2 | You've no doubt heard about the massive backup of ships waiting to unload their containers |
| 0:39.2 | of merchandise headed for American shoppers. |
| 0:42.6 | It's become a symbol of supply chain mayhem. |
| 0:45.8 | I hear people mention the port when they want to explain shortages of refrigerators or |
| 0:50.4 | video game consoles, they say, have you heard about the ships? |
| 0:54.0 | And some say, persistent shortages and all those ships could mean that Christmas shopping |
| 1:00.2 | will be a disaster, with half empty shelves and huge price spikes. |
| 1:05.3 | I made some calls and did some digging on the subject. |
| 1:08.4 | The outlook is decidedly more upbeat than that, not quite jolly, but moderately |
| 1:15.0 | mirthful, trending toward Mary. |
| 1:24.5 | Listening in as our audio producer, Jackson, hi, Jackson, have you seen the 1987 logistics |
| 1:33.0 | movie, Plains, Trains and Automobiles, it's a must see for supply chain managers, there's |
| 1:42.1 | the famous two pillows illustration of how one mishap and a linked transportation system |
| 1:48.0 | can lead to all sorts of uncomfortable downstream consequences. |
| 1:53.2 | Steve Martin plays a marketing executive, Neil Page, trying to get home for Thanksgiving, |
| 1:59.0 | and John Candy plays a kindhearted but annoying, shower curtain ring salesman, Del Griffith. |
... |
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