Wall Street vs Supply Chains: The Cost of Listening to Analysts, Not Operators

In this episode of the Masters of Supply Chain News Digest, John Church sits down with leading economist Walter Kemmsies to unpack the economic forces shaping global supply chains in 2025.

From tariff risk and port strategy to the shifting geography of global sourcing and the rise of “platform economics,” Walter shares sharp insights from decades of advising importers, exporters, and infrastructure providers.

Key topics include:
- The barbell strategy: sourcing and port diversification
- Why LA/Long Beach isn’t always the best answer anymore
- How Wall Street’s models get it wrong—and what to do instead
- The role of trade policy, population decline, and small shippers
- Why agility now depends on both physical infrastructure and digital platforms

Whether you’re navigating tariffs, rethinking resilience, or wondering how tech will reshape logistics—this is a conversation you don’t want to miss.

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Thanks for listening. Please like and share this episode with your supply chain colleagues. Leave us a comment below and suggest topics for discussion for our next episode.