Capital allocation and supply chain disruption follow complex, interconnected dynamics where removing a single input (like tariffing mangoes) creates cascading bottlenecks that rapidly escalate in unexpected ways, making outcomes difficult to predict.
causalpending
Speaker
Unidentified Speaker — The Colossal Mistake | The Danger of Narrow Markets — Pract… [3izNbwOleKE]Evidence Quote
“disrupt or you take away a supply chain and stuff gets weird fast”
Source
The Colossal Mistake | The Danger of Narrow Markets — Practical Lessons from Richard Bernstein— Excess ReturnsCreated: 8/11/2026, 7:31:42 AM
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