Excess inventory is antifragile, not a cost: during crises when supply is tight and prices spike, firms with stockpiles can sell at massive margins while others cannot, turning inventory into the source of competitive advantage and crisis profitability.

causalpending

Speaker

Nassim Nicholas Taleb

Evidence Quote

if there's a crisis, there's a squeeze and the other people don't have what you need. The price of the commodity shoots up massively and you can sell it. So having inventory is antifragile.

Source

Nassim Taleb - The #1 Rule to Not Be a Sucker (The Ergodicity Principle)Picking Nuggets
Created: 8/11/2026, 6:28:14 AM

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