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
Subscribe to Investment Wars on YouTube, Apple Podcasts, and Spotify to ensure you never miss an episode.
For guest opportunities or to share feedback, contact us at [email protected].
—
IMPORTANT DISCLOSURE: Fountainhead sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is offered only to clients of Fountainhead who have entered into an advisory agreement and with whom Fountainhead has identified individual objectives, risk tolerance, and other investment needs.
