Factory Reset: Investing in the Future of Manufacturing

episode

The Outthinking Investor with Daleep Singh not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from The Outthinking Investor with Daleep Singh

Chip Craze: Framing Industrial Policy for the AI Era 37 min · 11 Aug 2026

The Power Play: Is Fusion Nearing a Kitty Hawk Moment? 23 min · 20 Jul 2026

Warsh's Opening Act: Inside the Fed's Regime Shift with James Bullard 23 min · 07 Jul 2026

Strategic Stalemate: What Investors Miss About U.S.-China Competition 37 min · 08 Jun 2026

All episodes from The Outthinking Investor with Daleep Singh →

Report any issue

Source

Recorded07 Oct 2025

Publisherblm5757040378.libsyn.com ↗

Handlerec:5525338

Show notes

Investors might be witnessing the biggest industrial reshoring effort in more than a generation. The global race for technological superiority—particularly around AI and critical semiconductors—is pushing both private capital and government support into ramping up domestic production. Meanwhile, shifting trade policies and geopolitical risk have ignited a realignment in global supply chains impacting a wide array of industries, from furniture to automobiles. But moving factories and building out domestic manufacturing capacity will likely face some speedbumps amid mismatches in labor, materials and costs. New innovations like factory automation bring their own set of implementation challenges. Understanding how the manufacturing outlook is evolving will be crucial as investors sort out potential winning and losing regions and industries. As factories prepare for the future, institutional investors are well positioned to provide the long-term capital that manufacturers seek to modernize operations, create more resilient supply chains, and grow. This episode of The Outthinking Investor takes a deep dive into trade imbalances and tariffs; how manufacturers are dealing with macro uncertainty; manufacturing's role in supporting labor markets and the broader economy; potential obstacles that could slow reshoring; and portfolio strategies for capturing opportunities amid a manufacturing renaissance. Our guests are: Robert Lawrence, Albert L. Williams Professor of International Trade and Investment at Harvard Kennedy School and former member of the Council of Economic Advisers Julius Krein, editor of policy journal American Affairs and head of policy at the New American Industrial Alliance Josh Shipley, executive managing director and head of Europe at PGIM, overseeing corporate finance offices in the region Do you have any comments, suggestions, or topics you would like us to cover? Email us at [email protected], or fill out our survey at PGIM.com/podcast/outthinking-investor. To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.