We're at a Big Macro Turning Point
Real Vision: Finance & Investing
00:00
The Importance of Manufacturing in the Next Cycle
With the onshore and you talked about, does that give opportunities to manufacturing small caps in some of these regional hubs which have been overlooked because everybody's outsourced everything to Asia. Do you think that these sort of small caps may be an opportunity for investors in this next cycle? Yeah, I mean, I call this the tangible 20s and it's anything that's exposed to sort of tangible assets. The 2010s was all about in tangibles. And now we're in a world where, you know, you want exposure to physical things,. You need to do a big study on de-globalization that identify the exact winners.
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