Podcasts about reshoring

The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also re-introducing our economy's exposure to the natural business cycle -- something we'd largely been able to divorce our exposure to by pushing it onto other countries during the era of Globalization.In short: the entire framework we've been accustomed to investing in is coming to an end, warns macro analyst Stephanie Pomboy.What will the likeliest implications be?Watch this video to find out.#inflation #jobs #costofcapital 0:00 - Jobs market revisions: 911,000–919,000 fewer jobs than expected, signaling weakness3:02 - Payrolls at 22,000 vs. 75,000 expected, unemployment at 4.3%, highest in years4:40 - Stephanie's analysis: Jobs data overstated, markets ignore economic weakness6:47 - Markets treat revisions as a non-event, expect Fed rate cuts to offset12:04 - Consumer spending weak, high debt costs, and job market slowdown threaten14:44 - Unemployment rate (4.3%) vs. Fed funds rate: Historical recession patterns17:27 - Reshoring manufacturing: Long-term process, not immediate economic boost19:01 - Quits rate collapse signals job insecurity despite soaring asset prices21:10 - Great Resignation shifting to job retention, boomers may unretire23:32 - Unemployment rate understates true weakness, millions outside labor force24:51 - Reshoring manufacturing: Benefits and challenges, higher costs, wages27:49 - End of globalization: Higher production costs, economic demand for liquidity30:46 - Financial markets face volatility, reimporting business cycle33:00 - Framework shift: Higher inflation, costlier capital reshape investing35:31 - Adam's outlook: Short-term bearish, medium-term bullish, long-term bearish37:45 - Policy responses: Aggressive stimulus likely, but deficits persist39:27 - Gold as hedge against global fiat debasement, developed world debt issues41:34 - FOMC expectations: 25–50 bps cut, markets expect dovish tone44:55 - Yield curve control likely if long rates resist Fed cuts46:24 - Bond yields: Potential short-lived rally, then upward pressure from deficits48:36 - Gold outlook: Strong gains, but expect sell-the-news correction51:30 - Hedging gold positions with inverse ETFs to manage pullback risk53:39 - Gold demand driven by non-Western investors, U.S. demand lags58:44 - Corporate credit risks: $1 trillion debt due, extend-and-pretend fading1:01:17 - Housing market pressures: High costs, job losses could trigger bust_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

During this episode, Santosh is joined by supply chain expert and Professor of Engineering Systems at the Massachusetts Institute of Technology (MIT), Yossi Sheffi. Santosh and Yossi discuss the evolving landscape of global supply chains amid trade wars, policy uncertainty, and rapid technological change. Key topics include the challenges of unpredictability for supply chain leaders, the importance of resilience as a hedge against uncertainty, and the growing influence of AI and digital transformation on the workforce. Yossi also addresses the limitations of current sustainability efforts, advocating for nuclear power as a scalable solution, and emphasizes the need for cultural and policy shifts to ensure long-term resilience. Listeners will gain practical insights on navigating volatility, fostering adaptability, and preparing for the future of supply chains.Highlights from their conversation include:Yossi's Journey into Supply Chain (1:15)Trade Wars and Tariff Unpredictability (2:39)The Real Problem: Uncertainty and Volatility (3:31)Managing Supply Chains Amid Uncertainty (6:13)Retail Margins and Political Implications (8:08)Resilience as a Hedge, Not a Bet (9:50)Resilience vs. Insurance (11:31)Global Examples of Resilient Cultures (13:55)Trade-Offs in Reshoring and Environmental Policy (16:17)Sustainability: Real Impact vs. Virtue Signaling (20:14)Nuclear Power as a Solution (21:47)Global Energy Demand and Equity (23:51)AI and the Future of Work (25:10)Job Market Evolution and Adaptation (26:19)Education and Skills for the Future (29:49)Limits of AI and Robotics (30:39)Rapid Fire Segment to Close (32:26)Final Thoughts and Takeaways Conclusion and Farewell (34:03)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/.

Wöstmann, Thomas www.deutschlandfunkkultur.de, Länderreport

AI doomers say that the technology will be the ultimate job-killer. But Jacob Helberg wants people to see AI as a tech that will boost, not replace, human workers and give them superpowers. Under Secretary of State for Economic Growth, Energy, and the Environment Jacob Helberg joins Sarah Guo and Elad Gil to talk about AI's role in reshoring manufacturing in America, supply chain security, and transforming the US energy grid. He also discusses the CapEx revolution, why he sees opportunity for tech and energy partnerships in the Middle East, and the path to more nuclear energy for the US. Plus, the three explore what the “superintelligence century” could look like. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @jacobhelberg  Chapters: 00:00 – Jacob Helberg Introduction 00:50 – Jacob's Agenda for Capitol Hill 01:53 – Reshoring the American Supply Chain 04:38 – Areas of CapEx Growth 06:56 – Importance of Supply Chain Security 08:52 – Reshoring Rare Earth Minerals 11:12 – How AI Can Help America Reindustrialize  15:37 – AI and Productivity Gains 17:38 – The Superintelligence Century 22:56 – Creating an Open Source AI Ecosystem 24:41 – The Middle East and AI 26:24 – Growing Energy Resources in the US 28:28 – The Path to More Nuclear Energy in the US 35:50 – Essential Domains for Strategy and Security 38:20 – The Tech Industry and the Administration 40:29 – Conclusion

In today's episode of Supply Chain Now, we present a profound exploration of contemporary developments within the realm of supply chain management, with a particular emphasis on the resurgence of reshoring initiatives. Welcome to The Buzz!Host Scott Luton and special guest host Christine Barnhart, aka The Supply Chain Whisperer, discuss the top news in global supply chain including: The significant investment by GE Appliances to transition production facilities from overseas back to the United StatesThe implications of artificial intelligence in enhancing operational efficiencies, as exemplified by Toro's innovative applications to predict consumer behavior and streamline inventory managementThe significant role of sustainability in modern supply chains, underscoring how companies are increasingly investing in environmentally friendly practices to meet consumer demandsThe transformative impact that artificial intelligence is having on supply chain management, particularly in predicting consumer behavior and optimizing inventory levels amidst fluctuating market conditionsThe importance of effective change management, advocating for transparency and collaboration amongst stakeholders to facilitate smoother transitions during periods of organizational changeJoin us as we dissect these pivotal topics and provide actionable insights for supply chain leaders navigating this dynamic landscape.Additional Links & Resources:With That Said: hhttps://bit.ly/4mDUf8M GE Appliances shifts more production to US as part of a $3 billion investment: https://bit.ly/3JiKEGlJust in time? Manufacturers turn to AI to weather tariff storm: https://bit.ly/4lBeHq2Why Some Companies Are Doubling Down on Climate Action: https://bit.ly/3JkelGWSupply Chain Leadership in the Never Normal: A Power Panel of Women Rewriting the Rules: https://streamyard.com/watch/34KHAvi3NjK8Connect with Christine on LinkedIn: https://www.linkedin.com/in/cmbarnhart/Learn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVkWEBINAR- Mastering Data in the AI Explosion Age - Managing the Fuel That Powers Innovation: https://bit.ly/4ogPN1kWEBINAR- Real stories: Fast-tracking value, a pioneering digital transformation with impactful results.: https://bit.ly/4mgp1EWWEBINAR: Real Shipping Stories. Real Money Saved.:

How Pennant Moldings Uses AI and Traditional B2B MarketingB2B Marketing Excellence & AI Podcast with Donna PetersonIndustrial marketing isn't like selling shoes or software. It takes time, trust, and a strong understanding of how real relationships drive long-term results.In this episode, I sit down with Brian Contini, VP of Sales and Marketing at Pennant Moldings, to hear what's actually working for their team right now. We talk about how they're combining traditional methods—like trade shows and in-person visits—with smart use of AI to support research, improve outreach, and build stronger customer connections.Whether you're in metals, plastics, or any industrial space, this episode is full of practical takeaways you can use right away.Top 5 Topics We Cover:Why traditional marketing still works—and when to use itHow Pennant is using AI to streamline sales researchWhat's working in email marketing todayThe importance of knowing your audience in technical industriesHow to maintain trust while integrating new tools like AIWhat You Can Do Today:Revisit your email outreach—are you focusing on the recipient's challenge first?Identify one traditional tactic (like trade shows or phone calls) that deserves renewed attention.Choose one AI tool that could save you time with research or outreach—start testing it in a small way.Talk to your sales team: Where do they feel AI supports their efforts—and where does it get in the way?Let's keep the conversation going:How are you helping your industrial brand stand out and build stronger relationships?Leave a comment, send me a message, or reach out at dpeterson@worldinnovators.com. I'd love to hear what's working for you.If this episode helped you in any way, consider leaving a quick review. It helps us continue sharing real strategies that support industrial brands doing meaningful work.

Lobo Tiggre: How Trump Reshoring Plan Impacts Gold & Silver, Regardless Of What The Fed Does... The Fed held its meeting, and gold and silver prices are lower this week. But as many precious metals investors are starting to increasingly wonder, does whatever the Fed does really even matter all that much at this point? Especially with the Trump administration moving forward with its reshoring agenda, that calls for a lot of government spending, a lot of inflation, and also incredible demand for a lot of the industrial metals and commodities, Lobo Tiggre of The Independent Speculator explains why that's what will really be driving the precious metals markets (and the Fed's reactions) in the months and years ahead. Lobo talks about the supply and demand dynamics in the silver and copper markets, and especially after copper's big move yesterday, I think you'll want to hear what he had to say about the demand there going forward. So now that the Fed noise is done, to get a great overview of what to expect next, click to watch today's show now! - To get access to Lobo Tiggre's fantastic research at Independent Speculator go to: https://independentspeculator.com/ - If you would like to help support our audience Tom, whose home was greatly damaged in the recent Texas flood, please visit this link for the GoFundMe that has been set up for him. And thank you

In this episode of Mining Stock Daily, we delve into the significant Department of Defense funding awarded to Guardian Metals Resources for their tungsten project in Nevada. Join Trevor Hall as he speaks with Oliver Friesen, CEO of Guardian Metals, about the $6.2 million grant under the Defense Production Act and its transformative impact on reshoring tungsten production to U.S. soil. Discover how this funding, alongside a $21 million equity raise, positions Guardian Metals as a leader in U.S. tungsten exploration and development, and what it means for the future of critical mineral supply chains.

One technology manufacturer is making a bold bet that could reshape the future of U.S. tech production. Our team at AAM heads to Long Island for the groundbreaking of Orbic's “Project Patriot,” an ambitious reshoring initiative bringing electronics manufacturing back to the United States and creating over 1,000 jobs.

In this episode of Great Question: A Manufacturing Podcast, Rosemary Coates, executive director of the Reshoring Institute, shares insights on how companies are navigating the changing business environment and reshoring trends in 2025.

Good morning from Pharma and Biotech Daily: the podcast that gives you only what's important to hear in the Pharma and Biotech world. Sarepta Therapeutics has recently experienced an 18% increase in its stock value following a significant business overhaul, which included staff layoffs and pipeline shifts. Analysts are cautiously optimistic about the company's future. At the same time, patients are advocating for access to Brainstorm Cell Therapeutics' ALS drug, Nurown, after promising results from an expanded access program. In other news, Novartis is in the process of reshoring its drug manufacturing operations in the US, a move that may take several years to complete. Additionally, a notable number of employees have departed from the FDA's Center for Drug Evaluation and Research amidst an overhaul by the Department of Health and Human Services. These developments underscore the continuous changes and challenges within the pharmaceutical industry. Sarepta Therapeutics recently announced a strategic overhaul, which involved cutting 500 staff members and shifting focus to sirna platform assets. This decision came after two patients passed away following treatment with its Duchenne muscular dystrophy gene therapy, Elevidys. The company has also added a black box warning for acute liver injury and failure to Elevidys as it pivots away from gene therapy programs.

Amid the bustling energy of APEX 2025, there's a sense that electronics manufacturing is at a pivotal point. Despite swirling uncertainties about politics, trade, and economic conditions, some companies aren't waiting for perfect clarity—some are moving forward with confidence and purpose.Reshoring momentum is real. "It's a directive, a mandate for certain customers, certain manufacturers, to get out of China," the panel notes. This shift particularly benefits America's mid-tier EMS companies in the $50-200 million range who can absorb returning production without massive expansion. The long-championed principle of "in-region, for-region" manufacturing is finding even more relevance as companies recognize the risks and inefficiencies of stretched supply chains.Yet significant challenges remain. The industry faces what some call a "missing generation" in its workforce—plenty of 20-somethings and 50-plus veterans, but noticeably fewer mid-career professionals. Companies are getting creative with talent strategies, though compensation remains central: "Pay $50 an hour, your lobby's full", suggests EMSNOW Publisher Eric Miscoll.Automation continues advancing rapidly, with AI integration moving at remarkable speed. These technologies may help bridge the talent gap while enabling the American manufacturing renaissance that stakeholders across the political spectrum desire to see.Whether you're navigating reshoring decisions, addressing workforce challenges, or exploring automation opportunities, this insider perspective offers valuable insights for your manufacturing strategy. EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com) You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

As global trade tensions mount and supply chain risks rise, automakers are doubling down on U.S. production. This episode dives into how companies like Hyundai are investing billions in new EV and battery facilities, the role of smart factory automation, and the broader impact on jobs, suppliers, and local communities. Based on a artcile from The Future of Commerce, we break down the real economic footprint of auto manufacturing—from Alabama to Arizona—and ask what this means for workers, competitiveness, and the future of work itself.What You'll Learn in This Episode:Why Hyundai's $21B expansion is a game-changer for U.S. manufacturingHow rural communities are benefiting from the supplier ecosystemThe role of AI, robotics, and smart factory design in modern auto plantsWhy tariffs and trade uncertainty are pushing OEMs to localizeThe UAW's case for activating idle domestic capacity over building newHow collaboration and vertical integration are accelerating productionKey Takeaways:Hyundai's Georgia Metaplant is part of a broader nationwide strategy to produce 1.2M vehicles annually in the U.S.Smart factories use AI and automation to double production speed while enabling precision manufacturing.Tier 1 suppliers are following OEMs into rural regions, generating local jobs and GDP growth.Trade policy uncertainty is motivating faster reshoring of production to mitigate tariff risks.The UAW argues that existing U.S. plants can fill the production gap without new construction.Sustainability and community investment are increasingly tied to auto industry expansion.Subscribe to our podcast for expert insights on supply chains, manufacturing innovation, and labor policy. Visit The Future of Commerce for the latest research on how global trends are reshaping U.S. industry. Share this episode with manufacturing leaders, policy analysts, and anyone tracking the future of American industry.

As President Donald Trump's tariff wars heat up, Virginia businesses, and the industries that support them, are feeling the burn. That's according to the Virginia Advisory Committee on International Trade that met in Richmond Tuesday. Brad Kutner has more. 

Segment 1: Craig Bolanos, Founder and Wealth Advisor at VestGen Wealth Partners, joins John Williams to talk about the good job report, what is driving the market today, the dustup between President Trump and Elon Musk, the outlook for Tesla (and EV’s in general) moving forward, the fantastic run that gold has had recently, what he thinks of […]

On this episode of the Passive Income Playbook, Pascal Wagner interviews Joel Friedland, a veteran industrial real estate investor and founder of Brit Properties. Joel shares his journey from cold-calling tenant leads in the 1980s to building a 100+ property portfolio—all purchased without using debt. He explains the appeal and stability of Class B industrial buildings in the Chicago market, his strategy of selling to users rather than investors for premium pricing, and the importance of investing with operators who prioritize safety and long-term thinking. Joel also offers a grounded take on reshoring trends, cautioning that labor shortages—not tariffs—will be the limiting factor for a U.S. manufacturing boom. Joel Friedland Current role: Founder of Brit Properties Based in: Chicago, Illinois Say hi to them at: www.britproperties.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Thomas Wasson, Enterprise Trucking Carrier Expert at FreightWaves. Is joined by Rosemary Coates, Founder and Executive Director at Reshoring Institute. Keep up with Live FreightWaves EventsOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we discuss how reshoring is reshaping the U.S. manufacturing landscape amid rising tariffs and supply chain disruptions. Our guest, Ashley Hetrick from BDO USA, shares insights from a recent CFO survey highlighting cost, resiliency, and technology as key drivers. We explore emerging manufacturing hubs in Texas, Nevada, and Washington, and industries leading the reshoring trend. Come join us as we discuss the future of supply chain!

Episode 4467: Media Continues To Lie About Trade Policy; Reshoring Manufacturing And Rebuild Our Economy

The age of globally optimized supply chains is ending—and distributors are at the forefront of a tectonic shift toward regionalization.In this episode, we unpack the forces unraveling the traditional globalization playbook, from geopolitical instability and supply chain breakdowns to reshoring trends and changing customer expectations. Based on the article Distribution's regional reckoning: The end of globalization as we knew it, this conversation explores how companies are navigating this transformation by building agile, regionally focused networks—and how distributors are redefining their role in the process.For distribution leaders, this episode is a must-listen guide to building resilience, unlocking local relevance, and future-proofing operations in a fractured global landscape.What You'll Learn in This Episode:

From car factories to aluminum smelters to textiles, the purported goal of the Trump administration is to 'reshore' American manufacturing. Its a goal, in part, supported by his predecessor, Joe Biden, who enacted the CHIPS act to bring semiconductor manufacturing back to America. So, let's say manufacturing does come back and companies expand their current factories to meet demand.  What climate-driven risks—water shortages, extreme heat, or flooding—will these sites face, and where will those hazards hit hardest? We'll explore the answers on this episode of Sustainability Now!Host: Mike Disabato, MSCI ESG ResearchGuest: Katie Towey, MSCI ESG Research

In this week's episode we dive into right-shoring, reshoring and regionalizing manufacturing with Ascential's Todd Bauman. We discuss how holistic decision-making Is essential for right shoring and regionalization, and why automation and resilience are key to addressing labor and geopolitical challenges. We also delve into why regional supply chains help hedge against disruption and the importance of supplier collaboration and communication strategies. Come join us as we discuss the Future of Supply Chain.

In this episode of the Additive Snack Podcast, host Fabian Alefeld discusses the intersection of finance and additive manufacturing with Danny Piper, Managing Partner at New Cap Partners live at RAPID + TCT 2025. Danny, also the host of the Printing Money podcast, shares his expertise on the financial landscape of additive manufacturing, the challenges and opportunities within the industry, and his views on current economic turbulences and their impact on the sector. The conversation delves into New Cap Partners' focus on emerging technologies, the role of defense spending in additive manufacturing, and the potential future growth of the industry influenced by reshoring and advancements in technology. Danny provides a comprehensive look at financing strategies for new technologies and the importance of understanding technical details to make informed financial decisions. The episode concludes with insights into the future of additive manufacturing in relation to economic and manufacturing trends. Comments about the show or wish to share your AM journey? Contact us at additive.snack@eos-na.com. The Additive Snack Podcast is brought to you by EOS.  Listen to the Printing Money podcast here & connect with Danny Piper on LinkedIn.  00:18 Meet Danny Piper: Finance and Additive Manufacturing Expert 01:22 Understanding New Cap Partners 02:38 Investment Banking in Emerging Technologies 04:27 Danny Piper's Journey into 3D Printing 09:26 Financial Turbulence and Additive Manufacturing 14:13 Reshoring and Its Impact on Additive Manufacturing 18:21 Stock Market Insights for Additive Manufacturing 22:50 Challenges in Scaling Manufacturing 24:59 The Role of the Department of Defense in Additive Manufacturing 25:23 The Role of the DOD in Additive Manufacturing 26:48 Investment Trends in 3D Printing 29:27 Challenges in Financing Manufacturing Innovations 33:07 The Rise of Additive Contract Manufacturers 40:51 Future Trends and Predictions in Additive Manufacturing

Cinthia Murphy brings ETF investing strategies for traders to consider. She notes that while the market is concerned about tariffs, demand for U.S. equity exposure remains strong, with $40B inflowing into U.S. equity ETFs in April alone. She highlights revenue-focused ETFs like EGLE & FLAG, as well as reshoring-focused ETFs like NRSH, RSHO, and MADE.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this episode of the 9innings Podcast, hosted by Kevin Thompson, the discussion focuses on pressing economic issues with guest Andrea Kennedy from Wiser Wealth. Key topics include significant market declines, the end of economic cycles, and their relationship to inflation and monetary policy. The conversation delves into the inflationary impact of tariffs, the implications of proposed tax cuts, and the urgency of reshoring manufacturing. Andrea shares insights on strategic investment shifts towards commodities and the global trade dynamics concerning the U.S. dollar. The episode underscores the need for clarity in policy-making to foster investor confidence and economic stability. End of Economic Cycle (00:02:39) Reshoring and Economic Policy (00:06:44) Investor Sentiment and Market Reaction (00:10:12) Legislative Rumors and Tax Implications (00:14:09) Housing Market Dynamics (00:18:15)Impact of Tariffs on Agriculture (00:20:12)Dollarization and Global Trade (00:25:52)Historical Context of Economic Policies (00:29:38)Investor Advice (00:33:15) Closing Remarks (00:34:10) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2ei... Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-... Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Rep. Tim Walberg represents MI's Fifth Congressional District. Congressman Walberg serves on the House Energy and Commerce Committee and the House Education and the Workforce Committee. We must continue to reshore American manufacturing by incentivizing businesses to make investments in the U.S. By extending President Trump's tax cuts, we can create $284 billion of new economic growth from American manufacturers.

This week on Upstream, we're sharing Erik Torenberg's 2024 interview with Lyn Alden. Lyn discusses her book 'Broken Money', the impact of the global reserve currency, inflation, interest rates, and provides advice for navigating an uncertain economic future. —

In this episode of the Additive Snack Podcast, host Fabian Alefeld welcomes guests from the University of Wolverhampton — Arun Arjunan, John Robinson, and Manpreet Singh. They delve into the university's significant contributions to additive manufacturing over the past 25 years, discussing their pioneering work in laser powder bed fusion, material science innovations, and the launch of their Center of Excellence for Additive Manufacturing. They highlight collaborative projects with industry, including groundbreaking developments in copper diamond composites, and address the integration of additive manufacturing in various sectors such as healthcare, electrification, and sustainability. The conversation also emphasizes the university's role in workforce development and the importance of reshoring manufacturing capabilities.Comments about the show or wish to share your AM journey? Contact us at additive.snack@eos-na.com. The Additive Snack Podcast is brought to you by EOS.  For more information about the University of Wolverhampton, visit their website here. 01:52 Early Adoption and Innovations in Additive Manufacturing04:36 Focus on Copper and Thermal Management07:00 Sustainability and Healthcare Applications21:37 Center of Excellence and Future Directions33:27 Exploring Material Development in Academia34:07 Innovative Copper and Diamond Research35:23 Applications and Cost of Diamond Composites35:51 Collaborations and Industry Impact42:12 University's Role in Additive Manufacturing49:19 Future of Additive Manufacturing56:20 Reshoring and Sustainable Manufacturing 

Trump administration efforts to use tariffs to bring manufacturing jobs face some major obstacles. In Wisconsin, one big one is the labor shortage. An audit of diversity programs at state agencies and the University of Wisconsin found they aren't tracking their spending. And, Milwaukee aims to ban hookah smoking for those under 21.

The year 2025 marks the 10th anniversary of China's Digital Silk Road, which has become an increasingly crucial component of Xi Jinping's flagship foreign policy project: the Belt and Road Initiative. Over the past decade, China has massively expanded its digital infrastructure investment across the globe. Accompanying the investment has been the diffusion of China's digital governance norms and standards in recipient states. Countries in the Indo-Pacific have been at the forefront of this stretching Chinese digital influence landscape. The conflation between digital development cooperation and digital governance norms adoption has far-reaching implications that need to be better understood and addressed. To discuss the issue, Michael Caster joins host Bonnie Glaser. Caster is the Head of Global China Programmeat ARTICLE 19, an NGO that advances freedom of opinion and expression. His organization has published two reports examining China's Digital Silk Road. Timestamps[00:00] Start[01:30] Understanding China's Digital Silk Road [05:57] China's Digital Governance Norms[10:16] China's Digital Footprints Abroad[16:07] Attractiveness of Chinese Digital Solutions[18:56] Role of High-Tech Companies in Digital Governance[21:44] Assessing the Effectiveness of China's Digital Governance[23:14] State-Driven Surveillance and Censorship[27:39] China's BeiDou Navigation System [31:09] How should governments respond to these normative shifts? 

Summary This Develop This! episode delves into the complexities of tariffs and their impact on the can manufacturing industry in the United States. Dennis Fraise hosts Rick Huether, CEO and Chairman of the Board of the Independent Can Company, and Robert Budway, President of the Can Manufacturers Institute, to discuss the historical context of tariffs, the current state of the industry, and the challenges faced by manufacturers. The discussion highlights the importance of understanding how tariffs affect not only businesses but also consumers and the potential for reshoring manufacturing in the U.S. amidst ongoing economic challenges.   Takeaways Tariffs significantly impact the cost structure of can manufacturing. The can industry is a vital yet often overlooked part of the food supply chain. Economic developers play a crucial role in advocating for the can manufacturing sector. The current tariff regime is complex and constantly changing. Manufacturers are facing unprecedented challenges due to tariffs and material sourcing issues. Sustainability and recycling are key advantages for the can industry. The consumer will ultimately bear the cost of increased tariffs. Investment in domestic manufacturing capacity is essential for future stability. Collaboration between manufacturers and policymakers is necessary to address tariff impacts.

Interview with Mark Chalmers, President & CEO of Energy Fuels Inc.Our previous interview: https://www.cruxinvestor.com/posts/energy-fuels-nyseuuuu-critical-minerals-hub-takes-shape-in-united-states-6778Recording date: 21st March 2025Energy Fuels (NYSE: UUUU) stands at the forefront of America's critical minerals renaissance, offering investors a rare opportunity to capitalize on the urgent national push to secure domestic supply chains. Unlike most players in this space who remain in planning stages, Energy Fuels has already produced rare earth products at its White Mesa Mill, demonstrating operational capabilities that set it apart from competitors.The company's strategic vision extends beyond mere production to creating an integrated hub for at least ten commercially recoverable critical elements. This diversified approach spans uranium, rare earth elements, and heavy mineral sands, providing multiple revenue streams and reducing single-commodity risk. CEO Mark Chalmers' five-year strategy of building this capability has positioned the company perfectly to benefit from the new administration's emphasis on reshoring critical mineral production.Energy Fuels' international partnerships further strengthen its competitive position. Its strategic alliance with South Korean industrial giant POSCO creates a pathway to transform their rare earth materials into high-value magnets for electric vehicles and other applications, potentially as soon as this year. Meanwhile, projects advancing in Madagascar and Australia will secure long-term feedstock supplies while generating cash flow through titanium and zirconium production.The company's ambitious "Project 2028" aims to supply 50% of America's rare earth needs by that year, representing substantial scaling potential from current operations. With Final Investment Decisions advancing on multiple projects, Energy Fuels expects to demonstrate the economic viability of its integrated approach by year-end.For investors seeking exposure to critical minerals without Chinese supply chain risk, Energy Fuels offers a unique combination of current production, advancing projects, strategic partnerships, and strong government alignment. As global competition for these essential materials intensifies, Energy Fuels' first-mover advantage and execution track record position it to capture significant value in this rapidly evolving market.—View Energy Fuels' company profile: https://www.cruxinvestor.com/companies/energy-fuelsSign up for Crux Investor: https://cruxinvestor.com

This episode of Shoe-In Show features a discussion with Ryan Hunt, Co-Founder of Shloop, The Shoe Loop, a footwear factory in Meridian, Mississippi. Andy and Thomas talk with Ryan about 3DTI—an innovative process that leverages food packaging techniques to create plant-based shoe components. Discover how thermoforming and industrial baking racks produce low-cost, high-performance soles that rival traditional materials. Don't miss this blend of science, sustainability, and style! With special guest: Ryan Hunt, Co-Founder, Shloop, The Shoe Loop Hosted by: Andy Polk and Thomas Crockett

Our guest on this week's episode is Rosemary Coates, executive director of the Reshoring Institute. We've seen a roller coaster week involving tariffs. First they are on, then exceptions, then some reprieve. It makes one dizzy. But one of the stated aims of the new administration for establishing all of these tariffs is to force more manufacturing to return to domestic shores. Is that a workable strategy? Our guest offers some insights into reshoring initiatives and what industries are best suited to returning their manufacturing to America.Adding to the theme of this week's episode, we look back at the tariff directives this week for international trade. What actually happened and how did the week end? We also discuss how this appears to be more of a negotiating strategy based on the president's past history of negotiating deals. Yet in the middle of all of it, how can supply chain managers properly plan and not add the costs often associated with uncertainty?Despite the chaos, supply chains seem to be holding their own, as reflected in the monthly numbers reported this week in the Logistics Managers' Index. Rising inventory levels boosted activity across the transportation and warehousing industries. This occurred because companies were replenishing inventory following the holiday peak season, but also because they were rushing to import products ahead of tariffs. We break down the numbers and what they may predict for future supply chain health.Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. A series of ten episodes is now available on the "State of Logistics." The episodes provide in-depth looks into the current states of key transportation modes, such as trucking, rail, air, and ocean. It also looks at inventory management, 3PLs and more.  All ten episodes are available to stream now. Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:The Reshoring InstituteAs tariff policy sows uncertainty, supply chain professionals look for mitigation strategiesNavigating the tariff wave: 7 strategies for global supply chain optimizationLogistics activity expanded in FebruaryVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Zebra Robotics AutomationOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

Amid a dynamic global landscape, the specialty chemical industry is navigating challenges and opportunities with “pragmatic confidence”. Join host Victoria Meyer and guest Jennifer Abril, CEO of SOCMA, as they explore the thriving specialty chemical industry and SOCMA's pivotal role in fostering connections and collaboration. With a focus on domestic production, Jennifer discusses SOCMA's initiatives to streamline business interactions, advance policy advocacy, and support supply chain adjustments in a changing world. The SOCMA theme, "Adapting Supply Chains for a Changing World," highlights their commitment to advancing innovation and growth in North America. Victoria and Jennifer discuss the current industry outlook, emphasizing the need for efficiencies and growth amidst global shifts. They discuss the intentional focus on onshoring and reshoring, reflecting the evolving supply chain dynamics. Jennifer also shares insights from SOCMA's recent survey, revealing trends of optimism tempered with pragmatism. The episode offers a comprehensive overview of how SOCMA is driving North America's positioning as a prime hub for specialty chemical manufacturing, underscoring the potential for growth and innovation in this resilient industry sector.  Join us on this week's episode to learn more about these topics: SOCMA's history and purpose North American chemical industry outlook: "Pragmatic Confidence" Purposeful localization and reshoring trends Regulatory and administrative challenges Industry networking and collaboration  Killer Quote: "We got to pragmatic confidence... there is confidence out there, but people are being extremely pragmatic about it. They are informed. They are watching, they are monitoring, and they know that they're going to have to be agile and keep a very close eye to make those little tacks along the way, um, to make sure that they're put, they're still in a good position." - Jennifer Abril  Subscribe to The Chemical Show on YouTube  ***Don't miss an episode: Subscribe to The Chemical Show on your favorite podcast player. ***Like what you hear? Leave a rating and review.***Want more insights? Sign up for our email list at https://www.thechemicalshow.com 

Tariffs on goods imported from the US' largest three trading partners—Canada, Mexico, and China—will result in 0.6% rise in US inflation over four quarters, The Conference Board modeling shows. Consumers will definitely feel the bite in the short term, but will the administration's long-term strategy pay off?     Join Steve Odland and guest Erin McLaughlin, Senior Economist, to find out why reshoring is more complicated than it sounds, when “made in the USA” may not be, and how some negotiating tools may really just be…negotiating tools.    (00:59) Understanding Tariffs: Basics and Definitions (02:08) The Impact of Tariffs on the U.S. Economy (03:05) Tariffs as a Negotiation Tool (03:56) Global Trade and Tariff Strategies (05:07) Inflation and Consumer Impact (09:31) Reshoring and Supply Chain Challenges (15:59) China vs. North America: Different Tariff Strategies (21:43) Business Strategies Amid Tariff Uncertainty   For more from The Conference Board:  Impact of Tariffs on Three Largest US Trading Partners  US Tariff Plan Would Cut GDP Growth, Swell Inflation   The State of the Economy for February 2025  Steel and Aluminum Tariffs Will Hike Costs    

Unusual Whales Pod Ep. 56: Reshoring in the United States, Tariffs, and Trade sponsored by Tema ETFsThis episode of the Unusual Whales Pod was recorded Live on March 3rd, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Join us as we explore the potential goals behind Trump's proposed tariffs and the recent tensions between the U.S. and its trade allies. With insights from experts in macroeconomics, investing, portfolio management, and market research, we'll examine how economists and analysts interpret the situation and what developments may lie ahead.Panel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicAndy Constan https://x.com/dampedspring Hosted by: Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs.  Jim Murchie, CEO and portfolio manager at Energy Income Partners, unpacks how natural gas, nuclear power, and renewables will fuel this surge, as utilities scramble to keep up.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Rosemary Coates, executive director of the Reshoring Institute, explains the economic and supply chain factors influencing a company's decision to bring its production back to American shores in a conversation with Craig and JP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unusual Whales Pod Ep. 53: Trump, Tariffs, Trade, and Reshoring, sponsored by TemaETFsThis episode of the Unusual Whales Pod was recorded Live on February 4th, 2025. Nicholas is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs who manages the American Reshoring ETF Trading Symbol: $RSHO. Along with experts in macroeconomics, investing, portfolio management, and market research, we take a look into the potential goals of Trump's proposed tariffs, now that some clashing between the US and trade allies have occurred. Come learn how macroeconomists and researchers view the situation, and what sort of things we can expect to see in the future!Panel:Yuri Khodjamirian https://x.com/YuriKhodjamAdam Ozimek https://x.com/ModeledBehaviorMarko Bjegovic https://x.com/MBjegovicBen Golub https://x.com/ben_golubBrent Johnson https://x.com/SantiagoAuFundHosted by:Nicholas FNS: https://twitter.com/NicholasFNSUnusual Whales: https://twitter.com/unusual_whalesThis Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.Unusual Social Media:Discord: https://discord.com/invite/unusualwhalesFacebook: https://www.facebook.com/unusualwhalesInstagram: https://www.instagram.com/unusualwhales/Reddit: https://old.reddit.com/r/unusual_whales/TikTok: https://www.tiktok.com/@unusual_whalesTwitter: https://twitter.com/unusual_whalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

Welcome to Altium's OnTrack Podcast! In this episode, host Zach Peterson speaks with Sean Kincaid, President of K & F Electronics, about the complex realities of reshoring electronics manufacturing.  Explore why reshoring is about more than just production and delve into the challenges of materials, equipment, and supply chain dependencies. Sean shares his firsthand experience with PCB manufacturing and insights into America's manufacturing industry. 

My guest today is Savita Subramanian, Bank of America's Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron's named Savita as one of the 100 Most Influential Women in U.S. Finance.  In today's episode, we cover the key trends shaping markets as we start 2025. Savita discusses the evolution of the S&P 500 over the past 50 years and why that leads her to be more comfortable with higher valuations today. Then she explains why productivity gains could drive the next bull market and the surprising resilience of corporate margins despite inflation volatility. Plus, Savita weighs in on the future of small, mid, and large caps and why she favors selective stock picking over buying the index. (0:00) Intro (0:34) Sponsor: Farmland LP (2:02) The evolution of the S&P 500 (5:13) Does the market deserve a higher valuation? (11:02) 2025 market outlook (14:34) Corporate margin expansion and efficiency (19:43) Fixed income alternatives and large cap value stocks (26:03) IPO trends and private markets (32:23) Reshoring and US infrastructure investment (38:12) Market shift to focus on total return (51:17) Old economy stocks and global market opportunities (58:35) Most memorable investment ----- For detailed show notes, click here ----- Sponsor: Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. ----- Follow Meb on X, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

Renan Devillieres discusses the currect techological revolution in manufacturing! This revolution is caused by geopolitical shifts and technological advancements, but also brings the challenges of decoupling from China, the pressing need for new factories and energy infrastructure, and the trade-offs of reshoring and more! Renan also shared insights into the role of AI-powered tools, autonomous roots, and emerging materials in shaping modern manufacturing. Today we discuss...  Manufacturing is undergoing an unprecedented pace of change due to aging populations, geopolitical tensions, and technological advances. Decoupling from China is driving a reshoring trend in the West, with significant investments in factories and supply chains. Energy infrastructure is a critical bottleneck, with advancements in small nuclear reactors and decentralized grids emerging as key solutions. The shift toward high-utilization products, like self-driving cars and multifunctional smartphones, is reshaping manufacturing priorities. Reshoring and decoupling come with trade-offs, including inflation and societal adjustments, as countries aim for self-sufficiency. AI and manufacturing depend heavily on energy availability, with Silicon Valley now embracing nuclear power as a vital resource. Simulation software enables precise virtual modeling of production processes, reducing reliance on physical tests. Advancements in 3D printing improve resolution and applications, but material limitations prevent it from replacing traditional manufacturing processes. Talent shortages, particularly in mechanical engineering and manufacturing expertise, hinder progress in industrial innovation. Rebuilding localized supply chains, such as Tesla's vertical integration, is essential for reducing reliance on international dependencies. Bridging the gap between R&D and production in pharmaceuticals could drastically reduce costs and timelines. Healthier food systems face challenges from industrialized production, affordability concerns, and systemic quality issues. Consumer demand for healthier food is gradually increasing, signaling potential shifts in market dynamics. The food sector's transformation may be catalyzed by breakthroughs, scandals, or evolving consumer preferences. For more information, visit the show notes at https://moneytreepodcast.com/technological-revolution-in-manufacturing-renan-devillieres-678  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Brian McMorris, founder and president of Futura Automation, tells Craig and JP about how the industries that are moving back to the United States and how robotics and investments in automation can play a role in reshoring decisions. They discuss sectors from electronics to medical devices and explain the economics of mass production. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Topical Tuesday episode, I spoke with Kathy Fettke who is the co-founder of RealWealth. Kathy specializes in teaching people how to build multi-million dollar real estate portfolios through creative finance and planning. She is passionate about researching and sharing the most important information about real estate, market cycles, and the economy, much of which you can hear on the RealWealth Show and Real Estate News podcasts. Be sure to tune in if you're interested in learning about: How the growing demand for single-family rental homes is reshaping the real estate landscape and why it's a sustainable investment strategy. How the shift in global supply chains and infrastructure improvements in places like San Antonio are impacting U.S. real estate markets. The effects of rising and falling interest rates on both commercial and residential real estate, and how savvy investors can navigate this uncertain environment. A deep dive into how the current housing affordability crisis is creating opportunities for landlords and long-term investors. To your success, Tyler Lyons Resources mentioned in the episode: Kathy Fettke Previous CFC episode Book Podcast Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Spencer Levy, a leading expert from CBRE, joins Tait Duryea and Ryan Gibson to break down the current state of commercial real estate (CRE). He explains how rapid interest rate changes are reshaping the market, highlights key megatrends like reshoring and live-work-play neighborhoods, and offers advice on navigating submarkets. Whether you're a seasoned investor or just getting started, Spencer shares valuable strategies to help pilots and high-income professionals make smarter CRE investments. Learn to identify undervalued opportunities and position yourself for success in a shifting landscape.Spencer Levy is the Senior Economic Advisor and Global Client Strategist at CBRE, where he helps the world's largest investors and occupiers navigate commercial real estate trends. Known for his dynamic speaking style and expert analysis, Spencer advises on investment strategies and market forecasts, delivering over 120 presentations annually. As the host of The Weekly Take podcast, he offers in-depth insights on everything from macroeconomic trends to niche submarkets, making him a leading voice in the CRE industry.Show notes:(0:00) Intro(4:46) Spencer shares his CBRE role and focus(7:09) Key macro trends in commercial real estate(11:22) Interest rates' impact on CRE markets(16:25) The case for a potential office market rebound(31:31) Identifying submarkets for investment success(43:39) Reshoring manufacturing and its CRE implications(46:01) Advice and resources for new CRE investors(48:11) Spencer's optimism for CRE recovery and trends(48:40) OutroConnect with Spencer Levy:Website: https://www.cbre.com/people/spencer-levy LinkedIn: https://www.linkedin.com/public-profile/in/spencerglevy X: https://twitter.com/SpencerGLevy Podcast: https://www.cbre.com/insights/the-weekly-take — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Original Release Date October 25, 2024: After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what's behind this trend.----- Transcript -----Andrew Sheets: 2024 was a year of transition for economies and global markets. Central banks began easing interest rates, U.S. elections signaled significant policy change, and Generative AI made a quantum leap in adoption and development.Thank you for listening throughout 2024, as we navigated the issues and events that shaped financial markets, and society. We hope you'll join us next year as we continue to bring you the most up to date information on the financial world. This week, please enjoy some encores of episodes over the last few months and we'll be back with all new episodes in January. From all of us on Thoughts on the Market, Happy Holidays, and a very Happy New Year. Chris Snyder: Welcome to Thoughts on the Market. I'm Chris Snyder, Morgan Stanley's US Multi-Industry Analyst. Today I'll discuss the far-reaching implications of shifting industrial production back to the United States. It's Friday, October 25th, at 10am in New York.Global manufacturing is undergoing a seismic shift, and the United States is at the epicenter of this transformation. After decades of offshoring and relying on international supply chains, the pendulum is swinging back toward domestic production. This movement – known as reshoring – is not just a fleeting trend but a strategic realignment of manufacturing capabilities that is indicative of the “multipolar” theme playing out globally.In fact, we believe the US is entering the early innings of re-Industrialization – a multi-decade opportunity that we size at $10 trillion and think has the potential to restore growth to the US industrial economy following more than 20 years of stagnation. The reshoring of manufacturing to the US is fueled by a combination of factors that are making domestic production both viable and lucrative. While the initial sparks were ignited by policy changes, including tariffs and trade agreements, the COVID-19 pandemic laid bare the risks of elongated supply chains and over-dependence on foreign manufacturing.Meanwhile, the diffusion of cutting-edge technologies, such as automation, artificial intelligence, and advanced robotics, has diminished the cost advantages of low-wage countries. The US -- with its robust tech sector and innovation ecosystem -- is uniquely positioned to leverage technology to revitalize its manufacturing base. Who are the direct beneficiaries? High-tech sectors, such as semiconductors, pharmaceuticals, and advanced manufacturing systems, are likely to be the biggest winners. Traditional industrial sectors, such as automotive and aerospace, are also seeing a resurgence. Finally, companies that invest in more sustainable manufacturing processes stand to gain from both policy-driven incentives and a growing market demand. All told, these businesses should see shorter supply chains, reduced legal and tariff costs, and a more resilient operational structure. As for the broader US economy? We think the implications are pretty profound. In altering the US industrial landscape, reshoring promises not only to boost GDP growth, but it could also stabilize and potentially reverse the trade deficits that have plagued the US economy for years.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

A father is concerned that comics no longer reach kids, suggesting that video games are the better value measured by engagement time. What can we do to reverse this trend? On today's showHow can comics reach kids?UPDATE: Buffer (see addendum below)How can I avoid Trump's tariffs? (see other addendum below)AddendumOne day after we recorded the drop that explained that Buffer did not support video uploads, they made an announcement. You guessed it — they've added that functionality. They still do not support adding content moderation labels.Other addendumDuring the campaign, President Trump made tariffs a large part of his platform. He pitched a wide range of tariffs and scenarios. He suggested a tariff of between 60 and 100% on goods imported from China, a tariff on cars imported from Mexico that ranged from 100% to 200%, he threatened John Deere with a 200% tariff if they outsourced to Mexico. During our discussion, we took the worst-case scenario — 200%. On Nov. 26, Trump solidified his economic plans, promising executive orders on Day One that would levy a 25% tariff on imports from Mexico and Canada with an additional 10% tax on Chinese imports. The upshot of the conversation remains the same: These costs will be passed along to American consumers and businesspeople (like us), and you would be wise to build these additional expenditures into any Kickstarter campaigns you have planned for 2025.SummaryIn this conversation, the hosts explore how parents can encourage reading among kids, the value of libraries, and community initiatives to promote access to books. In this conversation, Brad Guigar and Dave Kellett discuss the evolving landscape of social media, particularly focusing on the emerging platform Blue Sky. They share their experiences with various social media platforms, emphasizing the importance of adapting to changes and seizing opportunities for audience engagement. The discussion also touches on the potential of illustrated novels as an alternative storytelling medium, considering the labor-intensive nature of comics and the desire to share narratives more efficiently. In this conversation, Brad Guigar and ComicLab discuss the complexities of transitioning from comics to illustrated novels, emphasizing the importance of writing skills alongside illustration. They also delve into the potential impact of tariffs on printing costs, particularly for small publishers relying on overseas printing. The discussion highlights the challenges and realities of both creative and business aspects in the comic industry.TakeawaysComics and graphic novels aimed at kids are a thriving print publishing sector. Parents play a crucial role in fostering a love for reading in their children.Libraries are vital community resources that provide free access to books.Engagement with comics should not be measured solely by cost-effectiveness.Community initiatives like book exchanges can enhance access to literature.Encouraging kids to read requires active participation from parents.The comics industry is successfully reaching young audiences today.Creative solutions exist for parents to provide books without breaking the bank. Engagement on Blue Sky is currently very high.Deleting old social media accounts can be liberating.Scheduling posts is crucial for maximizing engagement.Blue Sky offers a unique opportunity for audience building.Social media fatigue is a common concern among creators.The landscape of social media is constantly changing.Illustrated novels could be a viable alternative to comics.It's important to adapt to new platforms quickly.Community moderation tools are essential for a healthy environment.Creators should always be on the lookout for new opportunities. You can be very successful in an illustrated novel situation.Writing is as complex as illustrating.Dunning-Kruger effect applies to perceptions of writing difficulty.Novelists can spend years honing their craft.Transitioning to a new art form requires significant time investment.Tariffs can drastically increase printing costs.Small publishers may struggle with rising costs due to tariffs.Navigating printing options requires careful consideration.Expect uncertainty regarding tariffs in the current political climate.Reshoring the printing industry is a complex challenge. You get great rewards when you join the ComicLab Community on Patreon$2 — Early access to episodes$5 — Submit a question for possible use on the show AND get the exclusive ProTips podcast. Plus $2-tier rewards.Brad Guigar is the creator of Evil Inc and the author of The Webcomics Handbook. Dave Kellett is the creator of Sheldon and Drive.

After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at what's behind this trend.----- Transcript -----Welcome to Thoughts on the Market. I'm Chris Snyder, Morgan Stanley's US Multi-Industry Analyst. Today I'll discuss the far-reaching implications of shifting industrial production back to the United States. It's Friday, October 25th, at 10am in New York.Global manufacturing is undergoing a seismic shift, and the United States is at the epicenter of this transformation. After decades of offshoring and relying on international supply chains, the pendulum is swinging back toward domestic production. This movement – known as reshoring – is not just a fleeting trend but a strategic realignment of manufacturing capabilities that is indicative of the “multipolar” theme playing out globally.In fact, we believe the US is entering the early innings of re-Industrialization – a multi-decade opportunity that we size at $10 trillion and think has the potential to restore growth to the US industrial economy following more than 20 years of stagnation. The reshoring of manufacturing to the US is fueled by a combination of factors that are making domestic production both viable and lucrative. While the initial sparks were ignited by policy changes, including tariffs and trade agreements, the COVID-19 pandemic laid bare the risks of elongated supply chains and over-dependence on foreign manufacturing.Meanwhile, the diffusion of cutting-edge technologies, such as automation, artificial intelligence, and advanced robotics, has diminished the cost advantages of low-wage countries. The US -- with its robust tech sector and innovation ecosystem -- is uniquely positioned to leverage technology to revitalize its manufacturing base. Who are the direct beneficiaries? High-tech sectors, such as semiconductors, pharmaceuticals, and advanced manufacturing systems, are likely to be the biggest winners. Traditional industrial sectors, such as automotive and aerospace, are also seeing a resurgence. Finally, companies that invest in more sustainable manufacturing processes stand to gain from both policy-driven incentives and a growing market demand. All told, these businesses should see shorter supply chains, reduced legal and tariff costs, and a more resilient operational structure. As for the broader US economy? We think the implications are pretty profound. In altering the US industrial landscape, reshoring promises not only to boost GDP growth, but it could also stabilize and potentially reverse the trade deficits that have plagued the US economy for years.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.