The Importance of Re-Regionalization

Corbu: This week has been one of those weeks to really pay attention to what's kind of happening underneath the surface. The Ford SK Battery Alliance there that they're getting a $9.5 billion loan to build two factories in Tennessee and Kentucky. And I think that that's really something that's largely being ignored, that there is a tremendous tail when not necessarily to Silicon Valley or to New York but to middle America. We'll talk about what this all means for sectors and things you like after we kind of talk a little bit about the macro.