Debate: Are We Entering a New Golden Age of US Manufacturing?
Featuring:
Chris Semenuk is a fund manager at
Tema ETFs where he is currently focusing on the theme of American Reshoring as captured in the American Reshoring ETF (Ticker: RSHO). Prior, Chris was with TIAA where he was a portfolio manager for a $5 billion equities mutual fund.
The decision of where to place the next factory has become more complex as the cost in China and other global manufacturing hubs has increased dramatically as have the geopolitical risks. In this episode, we discuss how this story has evolved over the last twenty years before digging into the realities in the US, China, and globally as related to manufacturing.
Topics Include:
- How the US is now competitive in areas of manufacturing
- Increasing risks of global logistics (e.g., piracy, climate)
- Government intervention through subsidies (e.g., CHIPs Act) and tariffs
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