this morning, we are joined by mark levenson, independent historian and economist.mes to the global supply chain. he's the author of multiple books, including this one. the box. how the shipping container made the world smaller. mark, there's probably no one who studies this and understands it as closely as you do and who is now in such demand to explain where is my stuff? and why is it stuck? >> well, thank you. i don't claim to be the world's greatest expert here, but i think we have to understand what's going on here is in certain way a success story. when the pandemic broke out, governments around the world were concerned this was going the to lead to a depression. they pumped a lot of money in. the united states has had about $4 trillion in economic stimulus, under both the trump and the biden administrations. and the federal reserve has kept interest rates low. and at the same time, people can't spend on services, right? it's hard to take a vacation trip. it's hard to go out to dinner. so what do they spend all of this money on? they spend it on stuff, they sp