logo
episode-header-image
Feb 2025
5m 4s

Near Shoring Is On Pause

Victor Menasce
About this episode
tail spinning
Up next
Today
Free Trade Is Still Here - For Now
Today we’re talking about the July 1 review of the United States Mexico Canada Agreement, better known as USMCA, and what it means for anyone developing or constructing buildings in North America.Leading up to July 1, the public conversation made the date sound like a cliff. Eith ... Show More
5m 22s
Today
Labor Market Contradictions
As usual the headline doesn’t tell the story. The numbers often get revised for previous months. This time revisions to April and May, combined with a falling unemployment rate, tell a much weaker story than the headline suggests.The Bureau of Labor Statistics reported that nonfa ... Show More
5m 21s
Yesterday
Joint Venture Equity With Paul Moore
Paul Moore is the principal at Wellings Capital, based in Lynchburg Virginia. On today's show we're talking about how the investment thesis has changed in response to market conditions. To connect with Paul visit https://www.wellingscapital.com/They also have a number of resource ... Show More
14m 42s
Recommended Episodes
Dec 2023
E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the dicey geopolitical situation, and how this compares to COVID freight prices with ... Show More
1h 47m
Dec 2023
The Future of Australian Manufacturing
In this week’s Talking Wealth Podcast, Dale and Pedro discuss why the world is deglobalizing and how this effects the future of Australian manufacturing. The global pandemic highlighted the fragility of interdependence between countries as sourcing critical resources became a log ... Show More
1h 3m
May 2022
Is (De)globalization Ahead?
Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges at Goldman Sachs, Adam Posen, president of the Peterson Institute for Internation ... Show More
27m 53s
Apr 2023
Navigating the ‘perfect storm’ in commercial real estate
The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, ... Show More
28m 22s
Sep 2025
After globalisation: What's next for a fractured world? With Neil Shearing
It’s a widely held assumption that US President Donald Trump has put globalisation into reverse. But Neil Shearing, group chief economist at Capital Economics and author of The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy, tells the FT’s world tra ... Show More
31m 36s
Jun 2022
Inside Davos + Understanding the Geopolitical Recession
Ian Bremmer, a political scientist and the president and founder of Eurasia Group, the world's leading political risk research and consulting firm, joins Scott to discuss the state of our global economy. We hear about his key takeaways from Davos, the war in Ukraine, and which ec ... Show More
54m 58s
Feb 2025
The Consequences of Getting on Europe’s Bad Side
This week: The US is weakening ties with its biggest ally while embracing an old enemy. Felix Salmon, Emily Peck, and Elizabeth Spiers explain how the Trump administration’s antagonization of Europe – and further alignment with Russia – could mean major economic blowback if it go ... Show More
44m 13s
Oct 2022
Michael Zezas: Shifting Global Supply Chains
<p>As globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing manufacturing back home.</p><p><br></p><p><em>Important note regarding economic sanctions. This research references country/ies w ... Show More
2m 44s
Oct 2024
Can My Business Survive This Crazy Economy?
Today we’ll hear about:  A business owner trying to navigate a difficult economy   A son deciding who to sell his late father's business to  A new business owner celebrating her team and their success   A leader facing a logistical bottleneck for growth in a specialty sales r ... Show More
49m 59s