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"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
The Threat of Manufacturing in the United States
37% of the Boeing airframe is made in japan and the iphone the critical pieces are all made in Japan. Our industry has really become disconnected from the way the world works, says hedge's robert mcgordy. But perhaps that's an opportunity as things change according to Mr McGordy.
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