Podcasts about reshoring

In this episode, Mike Babbitt from Synovus is on the podcast to talk about the inherent risks associated with importing goods, and how you can reduce that risk especially when starting with new suppliers. He shares various strategies to illustrate these challenges, and the importance of understanding the international trade landscape.   Mike Babbitt, Synovus's Head of Trade and Supply Chain Finance Origination, is on the podcast today to talk about the various risks that importers (and exporters) are facing in 2025 and 2026 and how you as an importer can protect yourself when importing.    Mike also talks about the various trends he's observed over the years and how we're slowly moving to a "just right" inventory model.    If you're looking to expand your product portfolio with new suppliers, this episode may be for you.    Timestamps 00:00 - Introduction to International Trade and Sonovus Bank 02:56 - Understanding Risks in Importing and Exporting 05:55 - Mitigating Risks with Letters of Credit 09:02 - Practical Scenarios for Using Letters of Credit 11:55 - Exploring Trade Financing Mechanisms 14:57 - Current Trends in Importing and Exporting 17:54 - Reconfiguring Supply Chains and Reshoring 21:06 - Economic Outlook and Consumer Confidence 24:01 - Conclusion and Contact Information Mike, thanks for coming on the podcast. If you'd like to reach out to Mike, you can check him out on his LinkedIn page here.   As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested.   Don't forget to leave us a review on iTunes if you enjoy our content.   Thanks for listening!   Until next time, happy selling!

Let's talk about Trump semiconductor tariffs and the reshoring fantasy....

PharmaSource analysis of 732 industry announcements reveals massive investment in U.S. capacity, with partnerships dominating the news cycle and advanced therapy manufacturing reaching industrial scaleThe pharmaceutical contract manufacturing landscape underwent a fundamental readjustment in 2025, marked by record investment flows, accelerated U.S. reshoring, and a decisive shift toward integrated technology platforms.In this episode, PharmaSource's very own Tamnna Thakur sits down with Editor Dora Wells to break down the year's most significant trends. From the $18.48 billion that poured into U.S. facilities to WuXi Biologics' 20 announcements despite regulatory headwinds. They analyze what the 732 tracked announcements reveal about where the industry is heading. Read more.

One of the questions I think about constantly is what actually makes a machine shop valuable. Not just today, but five, ten, or even twenty years down the road. It's easy to point to machines, revenue, or backlog, but the real drivers of long-term value usually run much deeper. That's exactly why I wanted to sit down with Jamie Goettler, Chief Revenue Officer of BTX Precision, for this episode of Machine Shop Mastery. BTX Precision is one of the fastest-growing advanced manufacturing platforms in the country. Jamie brings a rare blend of perspectives to the conversation. With more than two decades at MSC Industrial Supply, deep experience in innovation and machining technology, and now a front-row seat to platform growth through acquisition, he understands what separates shops that simply survive from those that truly thrive. In our conversation, we dig into what BTX looks for when acquiring companies. We talk about why capability, cleanliness, people, and culture matter more than ever. We also cover the metrics that actually signal business health, including book-to-bill, customer concentration, technology adoption, and employee engagement. Jamie shares how BTX balances scale with continuity, keeping individual business units intact while supporting them with capital, leadership, and shared resources. We also explore where manufacturing is headed next. From the real inflection point happening in additive manufacturing to the growing importance of cybersecurity and CMMC compliance, this episode covers issues every shop leader needs to be thinking about right now. Whether you plan to sell your business someday or simply want to build a stronger one, this conversation offers practical insight into how sophisticated manufacturers are positioning themselves for the future. You will want to hear this episode if you are interested in... (0:00) What separates "rare air" machine shops through advanced capability, talent, and equipment (1:35) Episode introduction and overview of BTX Precision and platform growth (3:54) Jamie Goettler's background from MSC to innovation, patents, and machining dynamics (7:26) Machining dynamics, vibration control, and their impact on throughput and profitability (8:54) IMTS 2026 Exhibitor Workshop sponsor segment and exhibitor ROI planning (12:46) Introduction to BTX Precision's acquisition strategy and advanced manufacturing focus (15:28) Capability-driven acquisitions, cross-selling, and multi-brand platform strategy (17:54) Scale of BTX Precision including employees, equipment count, and geographic footprint (18:45) BTX Match platform and improving supply chain transparency for buyers and engineers (21:15) Additive manufacturing adoption, DFAM, and the current industry inflection point (24:09) Accelerating product development and R&D through additive and hybrid manufacturing (25:32) Private equity partnership model, leadership alignment, and long-term investment mindset (29:11) Key metrics used to evaluate shop health including book-to-bill and technology adoption (32:10) Phoenix Heat Treat sponsor segment on transparency and outside processing visibility (34:51) Post-acquisition playbook focused on continuity, empowerment, and shared services (37:31) Why shop cleanliness, organization, and appearance directly impact valuation (40:19) Cybersecurity, CMMC compliance, and preparing for defense and aerospace requirements (44:04) Workholding Wisdom sponsored segment with Larry Robbins on safety, sealing, and reliability (53:43) Customer concentration risk and targeting complex, high-value work (59:42) Reshoring, manufacturing's economic multiplier, and workforce impact (1:02:54) Long-term stewardship of manufacturing, people, and community outcomes (1:04:41) Hire MFG Leaders sponsor message on recruiting and retaining manufacturing talent Resources & People Mentioned Why you need to head to the IMTS Exhibitor Workshop Why we love the honesty and transparency Phoenix Heat Treating provides Paperless Parts Check out our newest service: Hire MFG Leaders Connect with Jamie Goettler BTX Precision BTX M.A.T.C.H. Connect on LinkedIn L2 Capital Partners Connect With Machine Shop Mastery The website LinkedIn YouTube Instagram Subscribe to Machine Shop Mastery on Apple, Spotify

A century ago, two cookware companies were born 12 miles apart in Wisconsin. One was bought right after World War II by a door-to-door salesman who converted it back to cookware after it had been repurposed for munitions. Today, those two companies have merged into SynergyOps, a 115-year-old legacy manufacturer with first through fourth generation employees still walking the factory floor.David Duecker, President of SynergyOps, joins the show from the factory floor in West Bend to discuss the company's evolution, their approach to automation, and what reshoring can look like for manufacturers. He explains how West Bend evolved with consumer demand over the decades, expanding into appliances like coffee makers and popcorn poppers, but when appliances started moving overseas in the 80s, they made a critical decision: divest and double down on their core strength, high-quality cookware.David's vision for the factory of the future isn't lights-out automation, it's highly automated with the people they have today, just doing different jobs. He also shares why manufacturing sustainability isn't just about solar panels and water recycling; it's about corrugated boxes coming from five miles down the road instead of across an ocean.In this episode, find out:How SynergyOps retains institutional knowledge across four generations of employeesWhy David looks for problem solvers who are intuitive and curious during hiringDavid's vision for the factory of the future: highly automated, but still powered by peopleHow his background as a customer in the bike industry shapes his approach to contract manufacturingThe chemistry problem the cookware industry is trying to solve around PFAS-free non-stick coatingsWhy tariffs and COVID got manufacturers seriously rethinking single-source supply chainsHow partnering with Moraine Park Technical College helps build the next generation of skilled craftspeopleWhy Synergy Ops brings retirees back to lead tours and train new hiresEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes:“As organizations, we're always looking to expand or go to our adjacencies to try and grow our market. Sometimes it's important to focus on your core and what you're really good at. Go all in on that and penetrate the market that way.”“The factory of the future for us is highly automated with the people we have today, who are able to solve problems and make an impact every day, but they may just be doing a different job.” “We never talk about the sustainability of manufacturing in the US. People often think about it in terms of water, air and gas, but sustainability can also mean cutting down on air, freight or ocean travel time too.”Links & mentions:SynergyOps, a contract manufacturer and private label partner with over a century of manufacturing history in West Bend, Wisconsin, specializing in cladded stainless steel and cast aluminum cookware for established and emerging brands.Moxa, delivering the reliable and secure connectivity foundation that advanced analytics and AI depend on, with solutions in edge connectivity, industrial computing, and network infrastructure. Make sure to visit http://manufacturinghappyhour.com for detailed show notes and

GE Appliances has been making news for years for the success of their reshoring program. It is a great story: a well-known consumer brand that is bringing production home, both to their own benefit and also to the benefit of customers and employees. But even while GE Appliances has continued to make investments and earn positive headlines for continuing their commitment to reshoring efforts and partnering with suppliers, one of their competitors isn't so sure. Whirlpool recently alleged that GE Appliances, along with two other competitors, was evading tariffs by artificially lowering the declared value of the goods they import – without passing those 'savings' along to customers. But does the data show evidence of misdeeds? In this episode of the Art of Supply podcast, Kelly Barner covers the balance of GE Appliances's good headlines and recent allegations against them: Background on GE Appliances's efforts to reshore production and the investments that has required The additional ways they are investing in domestic supplier partnerships, through collaboration and consultation And the recent investigation into potential tariff fraud… as alleged by Whirlpool… and what might explain the discrepancies Links: Advancements & Adjustments in the GE Appliances Supply Chain Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

Is AI the secret sauce that lets the West deglobalize supply chains and bring factories back home?In this episode of TechFirst, I talk with Federico Martelli, CEO and cofounder of Forgis, a Swiss startup building an industrial intelligence layer for factories. Forgis runs “digital engineers” — AI agents on the edge — that sit on top of legacy machinery, cut downtime by about 30%, and boost production by roughly 20%, without ripping and replacing old hardware.We dive into how AI agents can turn brainless factory lines into adaptive, self-optimizing systems, and what that means for reshoring production to Europe and North America.In this episode, we cover:• Why intelligence is the next geopolitical frontier• How AI agents can reshore manufacturing without making it more expensive• Turning old, offline machines into data-driven, optimized systems• The two-layer model: integration first, vertical intelligence second• Why most manufacturing AI projects fail at integration, not algorithms• How Forgis raised $4.5M in 36 hours and chose its lead investor• Lean manufacturing 2.0: adding real-time data and AI to Toyota-style processes• Why operators stay in the loop (and why full autonomy is a bad idea… for now)• Rebuilding industrial ecosystems in Europe and North America, industry by industry• What Forgis builds next with its pre-seed round and where industrial AI is headedGuest:

Mark Smith, CEO of NioCorp (NASDAQ: NB) is on a mission to reshore some of the most critical minerals to the American defense industry, metals such as Niobium and Scandium, with supply chains currently dominated by China. Mark breaks down the macro factors driving these metals, along with explaining how NioCorp plans to achieve its objectives, with the full backing of the federal government and the pentagon in bringing their polymetallic Elk Creek project online in Nebraska.NioCorp Website: https://www.niocorp.comFollow NioCorp on X: https://x.com/NioCorpDisclaimer: Commodity Culture was compensated by NioCorp for producing this interview. Jesse Day is not a shareholder of NioCorp. Nothing contained in this video is to be construed as investment advice, do your own due diligence.00:00 Introduction00:32 Importance of Niobium05:52 Can the US Onshore Production?13:08 Critical Minerals for Defense20:22 Overview of NioCorp26:09 Support From the Pentagon29:58 NioCorp's Cash Position35:15 Final Words on NioCorpFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Susan Spence from ISM Manufacturing reacts to the latest U.S. manufacturing data as the PMI shows contraction for the ninth straight month. “Supply deliveries are happening quicker,” which is actually a sign of overall slowness, she notes. However, some sectors like computers and food & beverage showed some strength, though Susan thinks that could be transitory. Susan previews how manufacturers are approaching 2026 and goes over some of the decisions they're making around tariffs and reshoring.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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 we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

What impact is reshoring manufacturing making on the U.S., and which companies are set to benefit? Sam Klar emphasizes that the process will take a long time, and thinks that's actually a potential benefit to traders as it affects valuations. He explains the logic and top holdings of the DRES ETF, which his firm created to address this niche.======== 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

This week we, together with Paige Cox, Chief Product Officer at Everstream, explore the evolving landscape of supply chain risk management. Paige shares insights on integrating AI, real-time data, and human expertise to build adaptive, measurable resilience. The conversation covers geopolitical disruptions, tariff impacts, reshoring challenges, and the future of supply chain technology platforms for improved foresight and collaboration

In late October, amid the choreography of President Trump's visit to Tokyo, two vast and curiously intertwined announcements were made: an $80 billion strategic partnership between the U.S. government and Westinghouse Electric Company, and a $550 billion investment framework between the United States and Japan.This episode of Decouple, hosted by AJ Camacho of Politico and E&E News, brought together Michael Seely, Yuri Humber and Chris Keefer this time in the guest seat to discuss the implications of this deal for the United States, Japan and Canada. Listen to Decouple on:• Spotify: https://open.spotify.com/show/6PNr3ml8nEQotWWavE9kQz• Apple Podcasts: https://podcasts.apple.com/us/podcast/decouple/id1516526694?uo=4• Overcast: https://overcast.fm/itunes1516526694/decouple• Pocket Casts: https://pca.st/ehbfrn44• RSS: https://anchor.fm/s/23775178/podcast/rssWebsite: https://www.decouple.media

Welcome To The Industrial Real Estate Show. Chad sits down with Professor Tim Minshall, author of How Things Are Made. We dig into why manufacturing knowledge disappeared from public view, the “illusion of explanatory depth,” and how a simple roll of toilet paper reveals global supply chains, energy, water, and decades of process know-how. We also tackle reshoring, industrial commons, and what governments and companies can realistically do over the next 5–10 years.Discussion Topics: How Manufacturing Drives Industrial Real EstateReshoring and the Return of Making Things LocallySupply Chain Resilience vs. Efficiency-- Connect with Tim Minshall Connect on X Buy the BookConnect with Chad More From The Industrial Real Estate Show Subscribe to the NEW Youtube Page

Shinkei is building fish harvesting robots with the goal of reshoring America's seafood supply chain while radically improving the quality & shelf life of the fish we consume. Their Poseidon robot is scaling the traditional Japanese ike-jime method for killing fish which is humane and preserves texture, flavor, and freshness.

Amid the ongoing government shutdown, we look at alternate sources of data to draw a picture of what's happening with inflation, the labor market, and home sales. Our experts provide insights on the market's reaction to these reports, the anticipated Federal Open Market Committee (FOMC) meeting next week, and the performance of different sectors and asset classes. We also touch on some unusual market dynamics, with low-quality and high-beta stocks outperforming higher-quality companies. Finally, we talk sandwiches in celebration of National Bologna Day. Speakers:Brian Pietrangelo, Managing Director of Investment StrategyGeorge Mateyo, Chief Investment OfficerStephen Hoedt, Head of EquitiesRajeev Sharma, Head of Fixed Income 02:06 – We highlight three key reports from the week: state-level initial weekly unemployment claims suggest no cause for concern, existing home sales are up slightly, and—despite the government shutdown—the Bureau of Labor Statistics was allowed to compile and release a mixed but overall favorable Consumer Price Index report.06:00 – Corporations seem to be navigating increased costs due to tariffs by cutting their labor force.08:50 – The Fed is likely to cut interest rates by 25 basis points at next week's FOMC meeting, with many expecting another 25 basis point cut in December, and several more next year. 10:44 – October continues to be a rally month for the bond market thanks to low market volatility, tight credit spreads, and abundant liquidity.12:59 – Equities continued to climb and set all-time highs as third quarter earnings season continues, with a spotlight on reports from Microsoft, Amazon, and Meta next week.15:53 – We discuss differences in quality within the equities and bond markets, and posit an apparent shift in principles and heuristics in equities between the pre- and post-pandemic periods. Additional ResourcesRead: Key Questions: Should Investors Get on Board With the Reshoring of American Manufacturing? Weekly Investment BriefKey QuestionsSubscribe to our Key Wealth Insights newsletterFollow us on LinkedIn

For most sellers, shipping eats the largest slice of the budget. But with the right strategy, it can become your most powerful competitive edge.Lori from Falcon Fulfillment joins Neil to unpack how the fulfillment industry is transforming, from Amazon's two-day dominance to the rise of smarter, more profitable shipping models.They dive into how brands can cut costs, use AI to optimize logistics, and compete in an eCommerce world where speed isn't the only advantage. Whether you're scaling DTC or managing 3PL relationships, this episode breaks down the hidden levers that drive fulfillment profitability.In This Episode, We Cover:✅ Why Amazon's fulfillment model is no longer the only way to compete✅ How brands are saving thousands by extending from two-day to four-day shipping✅ The rise of flexible “mosaic” carrier strategies that lower shipping costs✅ How AI is changing fulfillment forecasting and decision-making✅ The return of U.S. and North American manufacturing post-COVID✅ What to look for in a fulfillment partner that actually fits your business

William Blair energy and environmental services analyst Tim Mulrooney and macro analyst Richard de Chazal explore how reshoring, AI infrastructure, and labor and energy challenges are driving transformation across the U.S. economy.

In conversations about reshoring, people usually assume that it means building or retrofitting facilities for U.S. manufacturing, bringing in equipment, and hiring people to operate it.  But what if that isn't what it is going to look like at all?  The costs and uncertainty associated with tariffs may be changing attitudes about global trade enough that 3D printing, also known as additive manufacturing, will get its long-speculated opportunity in the spotlight.  3D printing has advantages and disadvantages, and requires a completely different supply management mindset than importing parts. There are also early signs that AI and the rise of “digital inventories” could change the paradigm yet again, giving companies a whole new set of variables to optimize.  In this episode of the Art of Supply podcast, Kelly Barner shares: How 3D printing (or additive manufacturing) is being used today, and what the benefits and risks are What we know about the domestic supply chain for 3D printers and parts How the concept of digital inventories may shift the paradigm yet again Insights from a brand new research project that seeks to calculate a more accurate cost for each 3D printed project Links: Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement

Reshoring is no longer a trend - it's reality. Federal investment has reached historic levels, and U.S. buyers are deliberately choosing American-made products. The real question isn't if this shift will reshape your market; it's whether you'll seize the opportunity before your competitors do.In this podcast episode, Scott Peper, CEO and Founder of Mobilization Funding, breaks down why “waiting and seeing” is the most expensive move you can make - and how manufacturers can act with confidence, even in uncertain times.You'll learn:Why reshoring is more than politics - it's about risk, value, and opportunityHow American buyers are redefining what “value” means beyond priceThe critical role of workforce development and training in lowering costsHow AI and technology can boost efficiency without replacing peopleWhy waiting to act will cost more than leaning in right nowThe mindset shift that turns obstacles into opportunitiesThis episode is a roadmap for manufacturers ready to win high-value accounts, increase margins, and become true leaders in their markets.Watch now and step into the Made in America moment before it passes you by.Hosted by Scott Peper - CEO, Mobilization Funding Connect with Scott: https://www.linkedin.com/in/scott-peper-9387288/ Learn more: https://mobilizationfunding.com/The Mobilization Mindset is the podcast for construction and manufacturing leaders who build smarter, lead stronger, and grow with intention. Subscribe for new episodes every Thursday.#TheMobilizationMindset #MadeInAmerica #ManufacturingLeadership #Reshoring

Rosemary Coates has spent three decades inside the hardest questions in manufacturing… where to build, what to move, and how to survive the politics around it. On this episode of The Manufacturing Culture Podcast, she walks through the real story behind offshoring, why reshoring is more trickle than tidal wave, and how companies can make smarter location calls without blowing up cost or capacity.We go back to her origin story… blue collar roots, a transportation management elective that lit the fuse, and a career that ran through Solar Turbines, defense work, Hewlett Packard, Big Four consulting, and finally her own firm. When the 2012 election turned China into a punching bag, Rosemary pivoted from moving factories out to helping leaders bring work back in a way that actually pencils. She founded the nonprofit, nonpartisan Reshoring Institute and now advises with data instead of slogans.We dig into what really changed. Labor in China is no longer cheap. Geopolitics now sits beside cost on the decision tree. Carbon footprint matters when your supply chain stretches across oceans. The grid cannot power a sudden factory boom even if you build it. And the workforce of today is not lining up for low skill, mind numbing assembly. The path forward looks like automation where it fits, contract manufacturing for flexibility, and a cold look at labor mix and total landed cost before anyone signs a lease.Mexico's rise gets a clear-eyed review… proximity, lower carbon, easier logistics, and a young workforce make Central Mexico compelling. Vietnam is full. India brings time and inventory penalties on the water. Demographics matter. So do hurricanes, wildfires, and the ability to shift production when the world throws a brick through your window.We also talk wages, the hole blown in the middle class, and why the new middle class is built on writing, computing, and mechatronics rather than grease and punch presses. Rosemary explains her expert witness work inside global supply chain disputes and leaves us with a simple truth… strategy beats sentiment, and the best decisions use both spreadsheets and context.Sponsor note:Med Device Boston is your go-to Med Tech sourcing and education expo, September 30 through October 1 at Boston's BCEC. 200 plus suppliers. 1500 plus attending professionals and OEM decision makers. Explore 3D printing, AI, materials, regulatory tech, and contract manufacturing under one roof. Visit meddeviceboston.com to register and plan your visit. Links in the show notes.Guest:Rosemary Coates, Executive Director of the Reshoring Institute, global supply chain strategist, expert witness, and author of five books on sourcing and manufacturing.

Chris Smith gives some stock picks, including Rockwell Automation (ROK) and Williams (WMB). Chris thinks that manufacturing reshoring will “accelerate” names like ROK, noting the huge disparity in their revenue from abroad vs their North American revenue: “they earn effectively 20-30 times more” in North America than in Asia. On Williams, he expects a power shortage coming as more data centers drag on our already old and strained energy grid. He calls Williams the “premier” name in natural gas energy infrastructure. For similar reasons, he likes Vistra (VST).======== 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

Devan O'Dowd surveys the $12T ETF market, with “huge” continuing demand for active management. Electrification and reshoring are “big themes” for him right now, and he's looking for exposure to these sectors along with strategic oversight. He gives examples of several ETFs his firm, Tema, has created along these lines, and why investors may be interested in them.======== 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

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.

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

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 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

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. —

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? 

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  

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.