https://www.youtube.com/watch?v=s6dLJXRdvaQ Will 2022-demand be strong enough to absorb 2021-supply surges? A review of the US inventory cycle and how global covid-related restrictions have convinced retailers, wholesalers and producers to surge goods orders. If demand isn’t there, they will have over-ordered. Jeff Snider, Head of Global Investment Research for Alhambra Investments and Emil Kalinowski. Follow Twitter:…