Podcasts about reshoring

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

Send us a textKieran Wood, General Manager of Tiger Lifting, explores how data is reshaping supply chain management.

DEUTZ AG's Strong Financial Performance in 2024: A Comprehensive AnalysisIn this comprehensive presentation, Mark Schneider, Head of Investor Relations at DEUTZ AG, provides an in-depth analysis of the company's successful financial performance for 2024, aligning with the adjusted guidance issued in October 2024. The results reflect DEUTZ's resilience and strategic advancements in a challenging economic environment, reassuring our stakeholders about the company's stability and growth potential.Key Financial Highlights for 2024Total Unit Sales: 142,970 engines, slightly below the anticipated 150,000 units, primarily due to economic headwinds.Revenue: €1.814 billion, meeting the adjusted guidance of approximately €1.8 billion.Adjusted EBIT Margin: 4.2%, within the projected 4-5% range.Free Cash Flow: €30 million, surpassing the expectation of a balanced cash flow.Strategic Business DevelopmentsSchneider emphasizes the successful implementation of DEUTZ's Dual+ Strategy, focusing on diversifying the portfolio and regional presence. Notable strategic actions in 2024, which demonstrate our adaptability and future direction, include:Portfolio OptimizationDEUTZ strategically adjusted its portfolio by:Divesting Torqeedo GmbH, a specialist in electric marine propulsion systems.Acquiring Blue Star Power Systems in the USA to strengthen its footprint in the energy sector.Product Line ExpansionThe integration of Daimler Truck Off-Highway (DTO) engines, now rebranded as DEUTZ engines, has broadened the product offering and attracted new clients such as:PonsseClaasBell EquipmentCost Efficiency InitiativesThe Future Fit Program, DEUTZ's cost reduction and efficiency initiative, is projected to yield sustainable savings of:€50 million annually from 2026 onwards.€20 million anticipated in 2025.Growth in Service and Energy SegmentsExpansion of the Service BusinessThe service business demonstrated robust growth, achieving €512 million in revenue in 2024, with ambitious targets:Exceeding €550 million in 2025.Aiming for €600 million in subsequent years.Key developments in the service sector include:Integration of DEUTZ Nordic (formerly Diesel Motor Nordic) and DEUTZ Chile (formerly Maqi).Acquisition of B.W. Forest in Poland, including a defense segment supplying vehicles to Ukraine.Expansion in the Energy SectorDEUTZ is strengthening its DEUTZ Solutions segment by developing tailored new technology offerings such as battery-electric engines. A major milestone was:Acquiring Blue Star Power Systems to enter the U.S. energy market.Targeting the generator set market, driven by:Inadequate infrastructure.Increasing severe weather events.Energy transitions.Reshoring of production to the U.S.Outlook for 2025 and BeyondDEUTZ projects a positive trajectory for 2025, with expectations of market stabilization in the agriculture and construction sectors, supported by infrastructure programs in Germany and potential developments in Ukraine.Forecasts for 2025Revenue: €2.1 to €2.3 billion.Adjusted EBIT Margin: 5 to 6%.Free Cash Flow: Mid-double-digit million-euro amount.Mid-Term Targets for 2028Revenue: €3.2 to €3.4 billion.Adjusted EBIT Margin: 8 to 9%.New Dividend StrategyDEUTZ has adopted a new dividend strategy to ensure stable or increasing dividends compared to previous year.▶️ Other videos:Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/Company Presentation: https://seat11a.com/investor-relations-company-presentation/Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ESG Presentation: https://seat11a.com/investor-relations-esg/T&CThis publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

As companies rethink their supply chains, many are considering bringing production back home. What does that mean, and what resources are available as tools for manufacturers? To help us explore the topic, we're joined by Ryan Hayford, VP of Business Development at Endeavor 3D. In the podcast, we discuss key reshoring strategies, the role of better communication and shorter lead times, and how manufacturers can compare the total cost of ownership when deciding between overseas and domestic production. We also explore workforce development, supply chain resiliency, and the government incentives available to support reshoring efforts. If you're a manufacturer weighing the decision to reshore, this episode is packed with valuable insights and tangible resources to help you build a solid strategy. Sponsored By:

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

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma e Biotech world.Pfizer and Eli Lilly are considering reshoring manufacturing in the U.S. in response to President Trump's tariff threats. Biohaven faces setbacks in clinical trials, while Roche gains FDA approval for a stroke drug expansion. Startup Delphia aims to use a precision medicine approach to target cancer cells. Industry leaders will discuss orphan drug development at the World Orphan Drug Congress 2025. Other news includes Beigene's label expansion, AstraZeneca and Daiichi Sankyo's success with Enhertu in stomach cancer, and Atara's restructuring.

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

The global semiconductor supply chain is shifting, and the U.S. is making a bold move to reclaim its position in chip manufacturing. Inspired by Reshoring the U.S. Chip Industry: A $650 Billion Opportunity, this episode explores the economic, technological, and geopolitical stakes of bringing chip production back to the U.S.We discuss:Why semiconductors are critical to everything from smartphones to national security.The workforce challenge—115,000 new jobs are expected, but can we fill them?The cost disadvantage—why building and running fabs in the U.S. is up to 50% more expensive.How data analytics, AI, and automation can make U.S. chipmaking competitive.The role of sustainability and traceability in the future of chip manufacturing.From predictive maintenance and AI-driven yield analysis to national security concerns, the stakes for reshoring go far beyond economics. Can the U.S. lead the next era of semiconductor innovation?What You'll Learn in This Episode:1. Why the U.S. is investing $650 billion in domestic chip production:The economic and national security reasons behind this push.How the global chip shortage exposed supply chain vulnerabilities.The role of government incentives in making reshoring possible.2. The Challenges of Reshoring and Workforce Development:Building chip fabs requires huge capital investment and skilled labor.Workforce shortage—an estimated 67,000 engineering and technician roles could go unfilled.Why training, upskilling, and STEM education are critical for success.3. Data's Role in Making U.S. Chip Manufacturing Competitive:How AI and predictive maintenance can reduce downtime and optimize efficiency.Yield analysis—why improving chip production rates is key to profitability.The importance of rebuilding expertise in chip analytics and process optimization.4. The Future of Sustainable and Traceable Chip Production:How data helps track carbon emissions and ensure regulatory compliance.The growing demand for transparent, traceable semiconductor supply chains.Why sustainability is becoming a competitive advantage in the industry.Key Takeaways:The U.S. needs to scale domestic chip production to remain a tech leader.High costs and a worker shortage are major obstacles, but data and AI can help.Yield optimization and predictive analytics could close the cost gap with overseas competitors.Sustainability and traceability will define the future of semiconductor manufacturing.The reshoring effort isn't just about making chips—it's about building a more resilient, innovative, and secure future.Resources Mentioned:Reshoring the U.S. Chip Industry: A $650 Billion OpportunityReports on AI-driven chip manufacturing and predictive maintenanceWorkforce development initiatives for semiconductor engineering and advanced manufacturingSustainability policies in tech manufacturing and clean energy complianceCall to Action:Subscribe to our podcast for more deep dives into the future of technology and manufacturing. Visit The Future of Commerce for expert insights. Share this episode with business leaders, tech professionals, and anyone interested in the future of innovation!

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

Welcome to 2025, and welcome to Printing Money Episode 25!  For this episode Danny welcomes back a couple of previous guests: Arno Held (AM Ventures) and startup advisor Tali Rosman. It's a new year so, naturally, this episode has its share of reflecting on the 2024 that was and the 2025 (and beyond) that will be. Danny, Arno, and Tali start off by harkening back one last time to Formnext – what is traditionally the end of the 3D printing year turned out only to be a prelude to a whole lot of industry-shifting news in December. So yes, Danny, Arno and Tali discuss Shapeways' rebirth, Forward AM's insolvency, Velo's restructuring, voxeljet's go-private. And this is all really interesting, but it's only the appetizer. Next, Episode 25 wades into the deep end, analyzing and opining on the goings-on with Nano Dimension. Will the acquisitions of Desktop Metal and Markforged happen? Will the shareholder activists force the company to unwind? And what's this about tin foil hats and Russian oligarchs? After the Nano Dimension discussion, Episode 25 moves on to review some of 2024's venture capital raises, including a few recent ones.  Then, Danny, Arno and Tali consider the current artificial intelligence (AI) revolution and how it might dovetail with what's to come for additive manufacturing (AM) this year and further into the future. Please enjoy Episode 25, and please join Danny, Arno, Tali, and your other favorite Printing Money personalities at AM Strategies next month, Feb 4-6 in New York City. This episode was recorded January 8, 2025. Timestamps: 00:14 – Welcome to Episode 25 00:31 – Welcome back to Arno Held (AM Ventures) and Tali Rosman 01:21 – Reflections on Formnext and summing up 2024 03:48 – BASF Forward AM insolvency filing 05:11 – So much happened after Formnext! 07:38 – Shapeways reborn 09:14 – Velo3D (VLDX) restructured 11:31 – Voxeljet acquired by its investor, Anzu Partners 12:10 – Whither Nano Dimension (NNDM), Desktop Metal (DM), and Markforged (MKFG)? 13:11 – A pile of cash, shareholder activism, lawsuits… 15:01 – russianoligarchs.com (That's not a typo!) 17:32 – The Oerlikon (OERLY) connection 21:45 – What should/could Nano Dimension do? 26:35 – Siemens to acquire Altair, 3D Systems selling Geomagic to Hexagon 28:23 – Buyers' market: VC into AM has dropped 80% in twenty-four months 30:33 – Broad themes for 2025: M&A is coming back, Reshoring is now, Materials in focus 35:10 – Fabri raises $5M for investment casting 36:33 – Industrializing AM technology: Conflux raises $11M Series B 38:23 – AM Ventures and HZG Group co-invest on Spectroplast 39:43 – HZG invests in Craftcloud/All3DP 40:31 – AI in the 3D printing industry 41:46 – 1000 Kelvin and Euler deploy AI to 3DP/AM 45:27 – The next wave for 3DP/AM has already gotten started 47:02 – Come meet us at AMS (Feb 4-6 in NYC)! 47:43 – Thanks to Arno and Tali! Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information.

On this episode of Chit Chat Stocks, Brett and Ryan speak with Leandro from Best Anchor Stocks about ASML. They discuss: (05:47) Impact of AI on ASML (11:40) Geopolitical Tensions and ASML's Market Position (15:38) China's Role in ASML's Business (21:29) Reshoring and Its Implications for ASML (27:22) Cyclical Nature of the Semiconductor Industry (31:43) Understanding ASML's Order Fluctuations (36:12) The Future of ASML's Technology (41:25) Evaluating Lithography's Role in Semiconductor Spending (46:50) Revenue Growth Projections for ASML (49:50) Insights from ASML's Investor Day (52:42) Assessing Risks to ASML's Future Growth (57:48) Leadership Transition and Company Culture at ASML SUBSCRIBE TO BEST ANCHOR STOCKS: https://www.bestanchorstocks.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: ⁠finchat.io/chitchat  ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠bluechippersclub.com⁠ and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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.

This episode of the Unusual Whales Pod was recorded Live on December 10, 2024. Our host 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 dive deeper into the goals and potential effects of President Elect Donald Trump's Tariff plans.Panel:Yuri Khodjamirian https://x.com/YuriKhodjamBrent Johnson https://x.com/SantiagoAuFundBoris Kovacevic https://x.com/MacroKovaAdam Ozimek https://x.com/ModeledBehaviorAndy Constan https://x.com/dampedspringJens Nordvig https://x.com/jnordvigHosted 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_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

In a crowded marketplace, endless Commodity market challenges keep you from rising above the noise. Discover the keys to B2B sales and B2B marketing success by Transforming traditional sales methods, tapping into sales innovation, mastering Reshoring and supply chain efficiency, and Optimizing sales outreach with product innovation and consultation. Learn How to innovate your sales process for B2B growth, apply smart manufacturing sales techniques, and understand How to build long-term customer relationships. Join us for insights on How to Stand Out in Saturated Markets: Innovate Your Sales and Win—listen now and don't forget to follow for more. Subscribe to our channel here:

We want to hear from you! Send us a text message.With U.S. manufacturing facing a potential shortfall of 7.5 million skilled workers, how can we bring jobs back and build the workforce to sustain them?In this episode of The TechEd Podcast, host Matt Kirchner sits down with Harry Moser, founder and president of the Reshoring Initiative, to explore the critical intersection of reshoring manufacturing, workforce development, and technological advancement. With decades of experience in manufacturing and workforce advocacy, Harry shares actionable insights for educators, policymakers, and business leaders aiming to strengthen America's industrial future.From addressing workforce shortages to overcoming supply chain risks, Harry explains the importance of apprenticeships, hands-on learning, and reshoring strategies like total cost of ownership (TCO) analysis. He also reveals why countries like Switzerland excel in workforce preparation and what the U.S. must do to compete.Listen to learn:How reshoring addresses a 45% cost gap with China to protect U.S. supply chains and economic security.Why FAME apprenticeships produce $98K earners within five years, rivaling or exceeding college degree outcomes.How TCO analysis helps manufacturers uncover hidden costs, making U.S. production viable in 50% of cases.What the U.S. can learn from Switzerland, where 60% of students enter apprenticeships & fuel their industrial workforce.How reshoring has grown U.S. manufacturing jobs 25x since 2010—and the critical steps needed to sustain it.3 Big Takeaways from this Episode:1. Reshoring is essential for U.S. economic and national security in an era of global uncertainty.The U.S. faces a 45% manufacturing cost gap with China, but Total Cost of Ownership (TCO) analysis shows that 50% of cases favor reshoring when hidden costs like tariffs and geopolitical risks are factored in. Harry Moser emphasizes the dangers of supply chain disruptions and reliance on foreign manufacturing for critical goods.2. Apprenticeships are a high-earning alternative to traditional college degrees, with faster results.Graduates of programs like FAME earn an average of $98,000 annually within five years, far surpassing many degree holders. They also start earning earlier, graduate debt-free, and enter the workforce with advanced technical skills in high demand.3. The U.S. must address a projected 7.5 million skilled worker shortfall in manufacturing.Harry Moser highlights Switzerland's apprenticeship model, where 60% of students gain hands-on skills through advanced training programs, as an example the U.S. could emulate. Building similar pathways could help meet workforce needs and drive manufacturing growth.Resources in this Episode:To learn more about the Reshoring Initiative, visit: reshorenow.orgTry the Total Cost of Ownership Estimator®Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn

Unusual Whales Pod Ep. 45: American Reshoring, Tariffs, and Trump's plansThis episode of the Unusual Whales Pod was recorded Live on October 31, 2024. Our host is joined by the CIO of Tema ETFs Yuri Khodjamirian, sponsored by Tema ETFs and their American Reshoring ETF Trading Symbol: $RSHO. Along with experts in global shipping, investing, and history, the panel discusses everything from the positive and negative effects of Tariffs, and the shifting climate toward domestic manufacturing and supply chains in the United States.Panel:Yuri Khodjamirian https://x.com/YuriKhodjamJohn Konrad https://x.com/johnkonradDr. Sal Mercogliano https://x.com/mercoglianos Sven Heinrich https://x.com/NorthmanTrader Marko Bjegovic https://x.com/MBjegovic 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_whalesTwitch: https://www.twitch.tv/unusualwhalesYouTube: https://www.youtube.com/unusualwhales/Merch: https://unusual-whales.creator-spring.com/

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.

Send me a messageIn this episode of The Sustainable Supply Chain podcast, I'm joined by Spencer Malcolm, Principal at Forsyth Advisors, to delve into a pragmatic approach to supply chain sustainability. Spencer brings over 20 years of experience in leadership across multiple industries, from manufacturing, to distribution and strategic sourcing.Throughout our conversation, Spencer outlines how supply chains are evolving, with a particular focus on balancing the capital-S Sustainability (environmental impact) with lowercase-s sustainability (ensuring initiatives are both long-term and viable). We discuss the pitfalls companies often face when trying to "check the sustainability box" without real commitment, and why focusing on real, measurable returns can ensure a sustainable future.Spencer also shares his views on reshoring as a growing trend in response to global disruptions and explains how finding the right partners, and maintaining diversity in supply sourcing, is crucial for both environmental and operational sustainability. We explore how technology, while promising, should be used wisely—particularly AI, which Spencer cautions against over-relying on as a silver bullet.Finally, we touch on a key theme: accountability—whether that's holding vendors to higher standards or measuring KPIs that ensure both sustainability and profitability. As Spencer notes, supply chain leaders must be armed with the right data and prepared for the long haul if they want to make a real impact.Tune in for acElevate your brand with the ‘Sustainable Supply Chain' podcast, the voice of supply chain sustainability.Last year, this podcast's episodes were downloaded over 113,000 times by senior supply chain executives around the world.Become a sponsor. Lead the conversation.Contact me for sponsorship opportunities and turn downloads into dialogues.Act today. Influence the future.Support the showPodcast supportersI'd like to sincerely thank this podcast's generous supporters: Lorcan Sheehan Olivier Brusle Alicia Farag And remember you too can Support the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one.Podcast Sponsorship Opportunities:If you/your organisation is interested in sponsoring this podcast - I have several options available. Let's talk!FinallyIf you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a text message using this link.If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks for listening.

In this conversation, Dr. Henrik Christensen discusses the intersection of robotics and federal policy, emphasizing the need for more attention and funding for the robotics sector. He highlights the challenges of reshoring manufacturing, the implications of political campaigns on robotics, and the importance of tariffs and immigration reforms. The discussion also covers the impact of recent legislation like the Build Back Better Act and the CHIPS Act on the robotics industry, as well as the future of semiconductor manufacturing and international partnerships in robotics. Takeaways - Robotics needs more federal attention similar to AI. - Reshoring manufacturing is crucial for economic growth. - The Midwest's manufacturing sector is vital for the US economy. - Federal funding for robotics has decreased while AI funding has increased. - Small and medium-sized companies are essential for manufacturing exports. - Tariffs may negatively impact the robotics industry. - The US must rebuild its semiconductor manufacturing capabilities. - International partnerships in robotics are necessary for innovation. - Investment in defense and energy production is likely to increase. - Immigration reform is needed to address labor shortages.

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 investing with Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Welcome back to Barn Talk! In today's Q&A session, we'll be talking about everything from balancing the financial and emotional aspects of family farming to the nitty-gritty of commodity prices and market dynamics. We'll tackle a pressing question from Adam in Ontario who's wrestling with a lucrative buyout offer for his family farm and the legacy it represents. We'll weigh the emotional ties against the allure of a big payday and discuss the broader implications for farmers. Get ready for insights on the challenges facing the agriculture sector, from market pressures and regulatory landscapes to the evolving role of big box stores and the influence of foreign supply chains. Plus, we'll touch on the recent shakeups in the fertilizer market and dig into the importance of telling your own farm's story to build a resilient brand. Use code BARNTALK for 10% OFF your next order https://farmergrade.com SUBSCRIBE TO THE PODCAST ➱ https://bit.ly/3a7r3nR   SUBSCRIBE TO THIS'LL DO FARM ➱ https://bit.ly/2X8g45c  SUBSCRIBE TO BARN TALK CLIPS ➱ https://bit.ly/3BlZnqq   LISTEN ON: SPOTIFY ➱ https://open.spotify.com/show/3icVr4KWq4eUDl7Oy60YMY  ITUNES ➱ https://podcasts.apple.com/us/podcast/barn-talk/id1574395049 Follow Behind The Scenes

After decades of neoliberalism, how much can America's bureaucrats crank the dial on effective industrial policy? Will the CHIPS Act succeed at reshoring high-tech manufacturing? Next week is the Chips Act's second anniversary. To discuss, ChinaTalk interviewed Ben Schwartz, the former director for national security at the CHIPS Program Office, which manages a $39 billion grant program appropriated by the CHIPS and Science Act. We get into:  The methods and obstacles for American semiconductor policy; How CHIPS Act guardrails aim to balance economic growth and national security;  The negotiation process for companies interested in receiving CHIPS Act funding; Reshoring vs friend-shoring and the challenge of Chinese dominance in legacy chip manufacturing; Staffing and organizational structure of the CHIPS Program Office, plus the role of Commerce Secretary Gina Raimondo; The challenge of collecting data on secretive semiconductor supply chains. Outtro Music: The Rolling Stones - You Can't Always Get What You Want (Youtube Link) Learn more about your ad choices. Visit megaphone.fm/adchoices

While we were all at home during Covid desperately trying to get our hands on toilet paper, exercise equipment, and home furnishings, solar executives like Dan Sugar were trying to get steel and power electronics to massive PV farms under development. As equipment and workforce disruptions spiraled due to lockdowns, the cost of installed solar started going up for the first time in nearly a decade. “Costs just skyrocketed. And so at this point in my career. I wasn't going to proceed like that,” explained Shugar, the CEO of Nextracker, the world's top solar tracking company. It became very obvious that Nextracker had to build more US manufacturing to serve local markets, where utility-scale PV was still booming. And within a couple years, they built a large network of factories. “We've catalyzed over 20 factories across the United States with over 30 gigawatts of major components being manufactured here and shipping finished goods today. That's just a huge retooling of the supply chain,” explained Shugar. To date, Nextracker has shipped 100 gigawatts of trackers. More and more of them are being produced in key locations around the US. In this episode, produced in collaboration with Nextracker, Stephen Lacey speaks with Dan Sugar about progress in onshoring, innovations in tracker technology, and where the solar industry is headed next. Learn more about Nextracker's efforts to bolster domestic content for solar power generation in the US.