Now, What’s Next?

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We’re hearing a lot about supply chains right now. But how did we get here? Journalist Sonari Glinton meets the people who make and transport our stuff to find out how we’re all connected and why that matters. Now, What’s Next? explores the human stories behind the big, sometimes hidden economic forces that shape how we live, what we value and how we make choices.

2022/05/11 · 附赠内容

Host to Host: A Conversation with Carla Harris

On this special episode, Sonari Glinton sits down with 33-year Wall Street veteran and fellow Morgan Stanley podcast host Carla Harris to discuss their careers, the roles they play in fostering opportunity and their experiences around equity in the economic landscape. The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2022 Morgan Stanley & Co. LLC, Members SIPC.

21 分钟
2022/02/02

Trouble Brewing Along the Coffee Supply Chain

Host Sonari Glinton finds out how changing climates and unpredictable weather will continue to impact coffee crops, create shipping delays, and raise the price of a cup of joe, and what some are doing to help create resilience in the face of these challenges. We meet Luiz Araripe, a Brazilian coffee exporter who’s been in the business for over 40 years. He describes how recent droughts and frost have devastated many farmers. Climate scientist Anders Levermann explains how changing weather will impact the global supply chain for coffee and even more complicated goods. Finally, we hear from Mariana Vasconcelos who grew up on a farm in Brazil and co-founded Agrosmart, a tech company that helps farmers become more sustainable and resilient to climate change. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2022 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

26 分钟
2022/01/19

Your Pet's Supply Chain Woes

Host Sonari Glinton finds out why some pet owners struggled to find canned food, what’s in pet food to begin with, and why competition for key ingredients may be forcing that to change. Along the way we meet David Saltz, who went to great lengths to track down the only food his finicky cat, Tiger, will eat. Dana Brooks, President of the Pet Food Institute, explains the supply chain challenges pet food makers are facing and Rachelle Cantet of Entoma Petfood outlines why insect protein may be the ideal pet food of the future. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

23 分钟
2022/01/06

Jobs Go Begging on the Open Road

Host Sonari Glinton finds out why the trucking industry is short tens of thousands of drivers, and how the pandemic exacerbated the problem. We learn about the ways the industry is changing to recruit new drivers - and keep the ones it has - and how innovative thinking and technology could lead to an industry-wide overhaul. In this episode we meet Christopher Johns, a British trucker who’s been driving for 15 years, and knows firsthand why this job is so tough. Kendra Hems, President of the Trucking Association of New York lays out the challenges her industry is facing, and how it’s changing as a result. And Kunwar Walia, a transportation design researcher, unearths some of the baseline issues and how new ways of approaching old problems could help drivers, the industry and the whole supply chain. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

25 分钟
2021/12/16

The Great Kettlebell Shortage

Host Sonari Glinton explores the great kettlebell shortage of 2020, as closed gyms led to unprecedented demand for home exercise equipment. We learn how manufacturing overseas made kettlebells difficult to get, and how bringing the manufacturing to the U.S. and supply chain diversification provided ways to meet the demand, but were far from simple solutions. In this episode we meet Jennifer Lau, co-owner of FitSquad who experienced the kettlebell demand firsthand. At the same time, Jay Perkins, the co-founder of Kettlebell Kings saw his supply of overseas manufactured kettlebells stall when demand was at its highest. We go to Viet Nam to meet Dinh Tien Vu, Director of Vietnam CastIron who was able to manufacture kettlebells in his foundry while Chinese factories were shut down. And we talk to Joe Franklin of USA-Iron, who was able to make kettlebells quickly by producing domestically in the USA. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

23 分钟
2021/12/01

Trouble in Toyland

Host Sonari Glinton explores why we’ve all been warned to start holiday shopping early. We discover how toymakers are navigating shipping delays, what’s causing those delays, and why local, independent shops have an important role to play in alleviating supply chain shortages. On this episode of our supply chain season, we meet Nora O’Leary, President of Manhattan Toy, who’s had to make some tough decisions this year. Lars Jensen, CEO of Vespucci Maritime, is an expert in the shipping world who breaks down exactly what is breaking down, and why. And we meet Keewa Nurullah, a toy store owner in Chicago, who believes supply chain challenges are highlighting the importance of local, independent shops. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

26 分钟
2021/11/17

When Just-in-Time is Too Late

Host Sonari Glinton delves into the workings of the just-in-time inventory model and how it let down millions of frontline workers at the start of the pandemic. We find out how relationships along the supply chain are deeply critical, and how new technology is provoking a rethink in healthcare manufacturing. In the episode we meet Dr. Andy Artenstein, an infectious disease specialist and Chief Physician at Baystate Health in Massachusetts who went to extremes to get PPE for his staff of thousands. Vanessa Iarocci tells us about how supply chain relationships helped save her business as she pivoted from selling uniforms to PPE. Guarav Manchanda, Director of Medical Market Development at FormLabs, describes being at the hub of a PPE supply chain solution network and what 3-D technology could mean for the future of healthcare manufacturing. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

26 分钟
2021/11/03

Stuck on the Ever Given

In March 2021, the Ever Given cargo ship got stuck in the Suez Canal and opened the world's eyes to the vulnerability of a system we rely on each and every day. In this episode we meet Jan Unander, a Swedish importer who had goods aboard the Ever Given and almost lost his business because of the delays. Jake Slinn, the owner of JS Global Cargo and Freight Disposal, takes us to the Port of Felixstowe to illuminate how much cargo went to waste as a result of the Ever Given stoppage, and the traffic jam of ships stuck behind it. Finally, we meet Port Chaplain Julian Wong, who visited the Ever Given when it docked in Felixstowe and deeply understands the stressful lives of the people who work on cargo ships. Disclaimers: The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and data contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast. This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. © 2021 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

24 分钟

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Sonari Glinton

主持人

We’re hearing a lot about supply chains right now. But how did we get here? Journalist Sonari Glinton meets the people who make and transport our stuff to find out how we’re all connected and why that matters. Now, What’s Next? explores the human stories behind the big, sometimes hidden economic forces that shape how we live, what we value and how we make choices.