Onshoring and Supply Chain Podcast
Why Trump could dramatically change the structure of the supply chain
I recorded a podcast on the entire theme of onshoring and the supply chain. This will be an important them for understanding macro and finding idiosyncratic opportunities in single name equities.
You can find the most recent macro report here:
And the connected podcast here:
Comprehensive Macro Report: Podcast Breakdown
I recorded a podcast further explaining and breaking down the ideas in the macro report. You can find the macro report here:
Papers:
https://www.digital-science.com/tldr/article/in-the-spotlight-reshoring-vs-offshoring/
https://www.scmr.com/article/managing_the_risks_and_rewards_of_onshoring_reshoring
https://sloanreview.mit.edu/article/a-reshoring-renaissance-is-underway/
https://link.springer.com/article/10.1007/s10479-023-05346-x
https://cris.maastrichtuniversity.nl/ws/files/122774290/wp2023_003.pdf
https://www.nist.gov/system/files/documents/mep/data/RESHORING_MYTH-OR-REALITY.pdf
As always, a Pepe for the culture
How do we explain the fact that, despite continuous increases in spending on manufacturing facilities since the Obama administration, the trade balance continues to worsen? Is this due to a shortage of raw materials in the US, or does it indicate that domestic demand for US-made goods isn’t strong enough?