Episode 21
Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization
Macro & Volatility™ · Josh Silva and Michael Purves
May 29, 202524m 18s
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Show Notes
The winners, the losers, and the in-betweens
- Old economy vs New economy CapEx
- Trump has Made Europe Great Again (“MEGA”)
- US De-globalization is leading to Global De-correlation