Debate: Trade Imbalance – Is Reindustrialization the Key to U.S. Economic Resilience?
Featuring: Eli Horton, Senior Portfolio Manager & Investment Committee Member at TCW.
Eli Horton joins
Investment Wars to debate one of the most pressing economic challenges of our time: the U.S. trade imbalance and the industrial response it demands. In a conversation spanning global supply chains, national security, and the race to rebuild domestic manufacturing, Horton explores how public and private capital expenditures (CapEx) and reshoring strategies are reshaping the investment landscape.
On today’s episode, we explore:
- The economic and strategic implications of America’s persistent trade deficits
- The case for a manufacturing renaissance amid growing geopolitical tensions
- Labor shortages and their inflationary impact as production returns home
- The role of Mexico and other nearshoring hubs in a multipolar supply chain
- How the energy transition is fueling infrastructure demand and CapEx growth
- Identifying the sectors and regions poised to benefit from strategic reshoring
Is this the dawn of a new industrial era—or are we underestimating the challenges ahead?
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