Macro & Volatility™ #21: Re-shoring, Re-industrialization, De-globalization
From Macro & Volatility™ by Josh Silva and Michael Purves
May 29, 2025 · 24 min · Episode 21
About this episode
The episode discusses the implications of de-globalization on the economy, contrasting old and new economic paradigms.
The winners, the losers, and the in-betweens Old economy vs New economy CapEx Trump has Made Europe Great Again (“MEGA”) US De-globalization is leading to Global De-correlation
People in this episode
Hosts: Josh Silva, Michael Purves
Topics covered
- Re-shoring
- Re-industrialization
- De-globalization
- Old economy vs New economy
- CapEx
- Global De-correlation
Keywords
- Re-shoring
- Re-industrialization
- De-globalization
- CapEx
- Global De-correlation
- Old economy
- New economy
Mentioned in this episode
Organizations: Trump
Places: Europe, US
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