
The episode discusses the impact of the war in Iran on corporate supply inventory management and its significance for investors.
The war in Iran is an event that is likely to change for the long term the way corporations manage their supply inventories. Think high instead of just in time. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss why this matters a lot for investors.
Host: Phil Adler
Guest: Patrick Fearon-Hernandez
Places: Iran
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