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#997 - Are the Fed's hands tied? | With Peter Boockvar

Real Vision: Finance & Investing

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Challenges of Reshoring Semiconductor Manufacturing

Exploring the complexities and costs of bringing semiconductor production back to the US from Asia, the chapter raises doubts about the practicality of reshoring due to significant expense differentials. It also discusses industrial policy impacts, government incentives for EV battery factories, and challenges in construction labor, alongside market risks and concerns over rising interest rates.

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