Bring It Home

West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he's long and short. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sylvatex foudner and CEO Virginia Klausmeier tells JP about waterless lithium battery production processes, the future of climate tech, and the complexities of rebuilding industry in human geographies. Learn more about your ad choices. Visit megaphone.fm/adchoices

American Affairs founder and editor Julius Krein offers his vision of what America’s next industrial policy should be in a conversation with JP Hampstead. Learn more about your ad choices. Visit megaphone.fm/adchoices

Union Pacific EVP and Chief Information Officer Rahul Jalali shares how the storied railroad is implementing technology, from shipment visibility to the physics simulator that keeps UP's trains from derailing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Norfolk Southern's VP of Business Development and First and Final Mile Markets Stefan Loeb talks to JP Hampstead and FreightWaves staff writer Stuart Chirls about the railroad's work with industrial clients, from site selection and development to specialized customer service. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aaron Slodov, CEO of Atomic Industries and co-founder of the New American Industrial Alliance talks to JP Hampstead about rebuilding and modernizing America's industrial base and why the time is right for a new coalition of industrialists, technologists, and policymakers to come together on a strategic vision. Learn more about your ad choices. Visit megaphone.fm/adchoices

Boom Supersonic CEO Blake Scholl tells JP Hampstead the story of the XB-1's historic supersonic flight. Blake explains how the XB-1 broke the sound barrier without creating an audible sonic boom, and why that matters for the future of supersonic aviation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rosemary Coates, executive director of the Reshoring Institute, explains the economic and supply chain factors influencing a company's decision to bring its production back to American shores in a conversation with Craig and JP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Geoff Bailey, Logistics Project Manager at minerals giant Imerys, describes the company's operations and the wide variety of end customers using silicates and other minerals in a conversation with Craig and JP. We discuss the importance of strategic site selection and transportation networks in bringing minerals to market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian McMorris, founder and president of Futura Automation, tells Craig and JP about how the industries that are moving back to the United States and how robotics and investments in automation can play a role in reshoring decisions. They discuss sectors from electronics to medical devices and explain the economics of mass production. Learn more about your ad choices. Visit megaphone.fm/adchoices