Chapter
The Importance of Assets in Business Strategy, a Conversation with Rob Bishop
46:22 - 52:05 (05:42)
Rob Bishop, a partner at TCW Group, explains the importance of having assets for companies like TSMC and Intel and the drawbacks of going too fast without a clear direction in business strategy.
Clips
The rise of logistics real estate as an institutional asset class is a result of determining algorithms for demand and timing of orders.
46:22 - 49:48 (03:26)
Logistics
Summary
The rise of logistics real estate as an institutional asset class is a result of determining algorithms for demand and timing of orders. The intersection of technology and logistics is such that both are equally important and cannot exist without the other.
ChapterThe Importance of Assets in Business Strategy, a Conversation with Rob Bishop
EpisodeE82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The velocity of supply chain management involves more than just speed and requires a keen understanding of direction and forecasting to dispatch orders effectively.
49:49 - 52:05 (02:16)
Supply Chain Management
Summary
The velocity of supply chain management involves more than just speed and requires a keen understanding of direction and forecasting to dispatch orders effectively. Investing in a shipping company can be an effective way to manage the balance sheet and keep businesses running smoothly.