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SECTOR ETFPAVEIFRAMIXEDCore thesis · 5/5

No single ticker was named. Infrastructure ETFs are one way for retail investors to get exposure. Not a recommendation.

Reshoring will be slow, expensive, chaotic

The speaker argued the US is moving toward reshoring industrial capacity, but the process will be far slower, more expensive, and more chaotic than commonly portrayed.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Reshoring will be slow, expensive, chaotic · Zortix