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Luke Templeman

David Folkerts-Landau

In this episode
The widening generational divide should be a key source of alarm for investors, financial markets and society as a whole. Young people perceive themselves as the losers on issues ranging from housing to climate change to student debt. In turn, this anger is manifesting itself into political outcomes, with elections around the world increasingly fought along generational lines.

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What we discuss
  • What does a pandemic do to a global supply chain? Are changes required in the future and a move to a new model?
  • Has globalisation peaked?Are we moving towards a regional focus?
  • Working from home. How does a logistics company, with 550,000 employees manage these kinds of challenges overnight during a pandemic? Can working from home be a long-term trend for a company this size and in this sector?
  • Communication. Does social interaction matter and how does beer feature in all of this?
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