"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
The Responsibility of Corporate Leaders
The drive for efficiency driven by financial engineers has crippled our ability to make things that we need. Over this 20 year period or so japanese companies have created a million manufacturing jobs in the u.s. i've come back 30 years later and we have this enormous civil society that's been created around the skill that are required for manufacturing. When you invest in contrast u.s companies have shipped five million manufacturing jobs overseas mostly to china.
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