Raoul Pal's Take on the World
Real Vision: Finance & Investing
00:00
Onshoring Manufacturing
There are no project starting on a regular basis. I don't know if they're all warehouses or some sort of manufacturing. It seems new jobs will be created, and not hearing anyone talk about it. Is it degabilization? Is it resuring? Is it infra structure build? But also whether there's some inflationary stickiness around that lisn there could be. We got to get get through a recession first before we start talk about the next cycle's inflation.
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