3:48 What companies have responded well to the "supply chain crisis?"
9:47 "What we perceive as 'large events,' I tend to perceive as noise."
16:51 Are the loudest players simply noise creators?
23:03 Who is actually paying for all this profitability? Is that sustainable?
28:48 Do the bigger players benefit from these market crises?
29:41 What is the back pressure on that trend?
31:10 What is visibility? And What influence has it had over the past decade?
35:57 In the next 10-15 years, how different will planning and execution look?
46:17 What is the "noise" that has no real advantage?
50:08 What are your practical suggestions on where to invest for both short and long term benefit?
https://www.vizionapi.com/podcast/full-of-ship-episode-fifteen-guest-lars-jensen
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