Join David Eifrig, aka 'Doc', CEO of MarketWise and expert on U.S. manufacturing. He shares insights on the resurgence of American manufacturing driven by tariffs and security concerns. Discover how major companies like Kimberly-Clark are repatriating jobs, and learn about significant investments from Taiwan Semi and IBM. Doc highlights three standout stocks: Lincoln Electric for welding solutions, W.W. Grainger as a critical distributor, and Hubble for grid modernization. This conversation is packed with investment potential in the rebuilding landscape.
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Wheelbarrow Factory Illustrates Offshoring Loss
David Eifrig recounts Ames Steel's wheelbarrow factory closing and production moving offshore over recent years.
That example illustrates how once-dominant U.S. makers disappeared, motivating current rebuild efforts.
insights INSIGHT
Manufacturing Concentration Spurs Reshoring
Global manufacturing is concentrated: China produces about 32% while the U.S. makes roughly 15% of global manufacturing.
Security concerns and tariffs are driving deliberate moves to reshore critical industries like chips and medicines.
insights INSIGHT
Government Dollars Drive Industrial Shift
Governments and corporations are committing huge capital to U.S. chip manufacturing, with multi-billion dollar plans announced.
Investors should follow where government incentives and rules are pushing capital and supply chains.
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Want a deeper dive into Doc’s research? Access his full report on the companies and sectors leading the way in America’s rebuild: https://marketbeat.com/y/doc Join Doc, Bridget, and many of the experts you see on this channel at the Stansberry Conference, October 20–22 in Las Vegas. Attend in person or virtually to get exclusive investment education. Reserve your spot here: https://bridgetinvegas.com Tariffs are in and America is rebuilding. From chip plants to steel factories, billions of dollars are flowing back into U.S. manufacturing—and investors need to pay attention. Today, we’re joined by MarketWise CEO Dr. David Eifrig "Doc" to break down this trend and highlight 3 companies set to benefit from America’s manufacturing comeback. From welding leaders to infrastructure suppliers to power grid players, these names are positioned at the center of the rebuild story. In this video: -Why tariffs and security concerns are pushing jobs and factories back to the U.S. -How government incentives are accelerating this trend -The surprising industries most at risk from overseas dependence -3 stocks to watch as America rebuilds 🔔 Subscribe now to stay ahead of the market: https://marketbeat.com/y/youtube 📲 Text ’YouTube’ to 68285 for FREE SMS breaking news alerts on top stocks. 📈 Get MarketBeat All Access FREE for 30 Days: https://www.marketbeat.com/y/access #ManufacturingBoom #RebuildingAmerica #MadeInUSA #TariffStocks #Reshoring #InfrastructureStocks #AmericanManufacturing #IndustrialStocks #USAEconomy #GrowthStocks #ValueInvesting #DividendStocks #StockIdeas #Investing2025 DISCLAIMER: MarketBeat’s videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.
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