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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