4.6 • 832 Ratings
🗓️ 28 February 2020
⏱️ 65 minutes
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0:00.0 | Hi, James. Ben, how are you? I'm doing well. How are you? Yeah, pretty good, though, a little bit nervous. The first reported case of corona in Northern California just hit, which was a little bit troubling. Yeah, coronavirus is a type of virus. |
0:15.6 | Oh, thank you. Oh, sorry. No, it's been a thing because I've been writing about it in trajectory for a while. And it's |
0:20.8 | interesting. I think that maybe there's been a benefit |
0:22.8 | of being in Taiwan. I think I've been a little bit of |
0:24.3 | ahead of the curve on this. You know, thinking about |
0:26.5 | interruptions supply chain and |
0:28.3 | one of the great things with daily update podcasts is |
0:30.5 | can have interviews. And interviews |
0:32.6 | can not just be like transcriptions, but they actually have people on there. And the first one I did was a guy named Dan Wong, who's in China and study supply chains. And so we had a great discussion about that a |
0:41.7 | couple weeks ago. And now I think you're starting to see that sort of seep out that this is |
0:45.6 | going to be a bigger thing than expected. I believe the official name is something in the lines of like |
0:50.8 | COVID-19. People call it novel coronavirus, which basically just means |
0:54.5 | new coronavirus, which isn't very helpful either. I don't know. We had SARS. We had MERS. I don't |
0:59.8 | know why we couldn't come up with a new sort of catchy acronym. I think COVID-19 is the working name |
1:05.1 | right now. Very good. Well, the first reported case in Northern California, so a little bit |
1:10.1 | nerve-wracking. But you're right, |
1:11.8 | it's been interesting to see this play out. And it was like what was discussed during that |
1:17.3 | interview. I feel like there's a chance that what happened in 2008 with a financial crisis, |
1:22.6 | like we're about to experience the equivalent of that on the supply chain front. But I guess we'll |
1:27.4 | see. We'll see guess we'll see. |
1:28.0 | We'll see. We'll see. My sense is, I think China is very focused on getting factories up and |
1:34.2 | running. I think there may be a sense that this is uncontainable or the time for containment was |
... |
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