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Here and Now: Analyzing Inflation & Supply Chain Disruptions

  • Oppenheimer & Co. Inc.
  • October 20, 2021

A Call Featuring John Stoltzfus, Chief Investment Strategist, and Peter Cadaret, Managing Director and Head of Sales and Marketing, both of Oppenheimer Asset Management Inc.

The Let’s Talk Future podcast series brings you timely and relevant conversations with thought leaders on big thematic subjects that have major investment implications. In this episode, “Here and Now: Analyzing Inflation & Supply Chain Disruptions,” John Stoltzfus, Chief Investment Strategist, and Peter Cadaret, Managing Director and Head of Sales and Marketing, both of Oppenheimer Asset Management Inc., discuss recent spikes in inflation and the effects of supply chain woes, as well as provide insight on OPEC, the economic relationship with China, and much more.

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Episode Highlights Include:


Topics explored in this episode include: surging demand, shipping trends, inflation, supply chains, OPEC, China and the S&P 500.

Supply Chain Woes

One of the main discussions centers on supply chain disruptions and how either the virus or a variant is affecting employees, customers, manufacturers and distribution. The conversation also analyzes how supply chain disruptions may be quicker to resolve into potentially very much normal supply to meet demand.

Economic Relationship in China Today

This episode addresses the economic and political relationship in China and the foreseeable troubles ahead.

About Our Guest Expert

John Stoltzfus has spent more than 30 years as a strategist, portfolio manager, adviser and market commentator. John regularly publishes a weekly Market Strategy Radar Screen commentary and monthly chartbook both available through or an Oppenheimer Professional. In addition to John's accomplished Wall Street career, he's an educator having taught market theory and economics at New York University and is a highly accomplished lifelong musician.

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