Debate: How Strong Is the Trend Towards Reshoring of Manufacturing?
Featuring: Chris Semenuk, Investment Partner with Tema ETFs.
Is the trend towards reshoring due to recent stresses to the global supply chain or a trend that has been occurring regardless and now simply accelerating due to geopolitical considerations? One may be surprised at conclusions drawn.
Topics include:
- Broad overview leading to current globalized trade
- Highlighted vulnerabilities within the supply chain
- The reality of when the onshoring trend actually began
- The changing equation of Total Cost of Ownership as applies to produced goods
Referenced Speech:
The Biden administration’s international economic agenda: A conversation with National Security Advisor Jake Sullivan | BrookingsNever miss an episode — subscribe to Investment Wars on Apple Podcasts and Spotify.
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