Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization
Macro & Volatility™ by Josh Silva and Michael Purves
Episode 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
Keywords
dispersionCapExenergy transitionpower generationde-correlation