Unqualified Advice
Sean Filipow and Daniel Hatke
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Supply Chains are the Butter in the Croissant
Hello dear show notes readers! This week, the rubber meets the road—literally! Sean dives into stories from his travels to industrial sites where rubber is produced, giving a glimpse into the gritty reality of this essential material's manufacturing. Meanwhile, Dan shares insights into how he’s using AI to streamline operations for his online business, exploring how cutting-edge tools can optimize tasks. Along the way, we venture into the fascinating world of memetics, behavioral finance, and the ways AI might just change everything. Companies Discussed: SLB (formerly Schlumberger) Michelin Bridgestone Cabot Orion Engineered Carbons Parker Green Tweed Freudenberg CQC (C Quest Capital) IBM Decker’s Crocs Books Recommended: "The Fourth Turning" by William Strauss and Neil Howe – Referenced in the context of societal cycles and potential future upheavals. "Range" by David Epstein – Discussed in the context of generalists versus specialists. "The End of the World is Just the Beginning" by Peter Zeihan – Referenced in discussions about global supply chains and geopolitics. "The Material World" by Ed Conway – Mentioned in relation to resource management and global economics. "The Wisdom of Crowds" by James Surowiecki – Touched upon in the discussion of meme investing and crowd behavior.
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