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2min chapter
Tom Lee Is "Perma-Right" When It Comes To Markets
RiskReversal Pod
Capital Depletion and the Reshoring Dilemma
This chapter examines the consequences of capital stock depletion in the U.S. and the need for substantial investment to address depreciation. It also discusses reshoring in the context of geopolitical tensions with China and the reliability of corporate investment announcements in forecasting economic trends.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode