The current inflationary trend and labor shortage are persistent, structural issues rather than temporary consequences of the pandemic.

“I tend to so that that's one thing and then second so there's people right so labor capital i just think it's getting more and more expensive to get folks to do work and then there's the raw materials that you use to make anything and everything that i see is that stuff is going bananas”

Businesses will increasingly invest in automation and vertical integration of supply chains to mitigate labor costs and reliance on inefficient service providers.

“increasingly going to see the businesses that have a balance sheet step up and actually start to integrate their supply chains rather than full stack more more resilient kind of this disparate set of service providers”