Episode 216 - Marks on the Market: America's Push to Reshore U.S. Manufacturing | Steve Cook (LFM Capital)
About this episode
Steve Cook discusses the factors driving the reshoring of U.S. manufacturing and the advantages of operator-led private equity.
The manufacturing renaissance is here - but not in the way most investors think. Steve Cook, Executive Managing Director of LFM Capital, pulls back the curtain on what's actually driving the reshoring of US production, which sectors offer the best risk-adjusted returns, and why operator-led private equity is outperforming financial engineering approaches in today's market.
People in this episode
Hosts: John Coleman, Luke Roush
Guest: Steve Cook
Topics covered
- reshoring
- U.S. manufacturing
- private equity
- investment strategies
- risk-adjusted returns
Keywords
- manufacturing
- reshoring
- private equity
- investment
- risk-adjusted returns
Mentioned in this episode
Organizations: LFM Capital
Places: U.S.
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