Couverture de Ep. 53 - Made in America: Reindustrialization & Investment Trends

Ep. 53 - Made in America: Reindustrialization & Investment Trends

Ep. 53 - Made in America: Reindustrialization & Investment Trends

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Is “Made in America” making a real comeback—or is it more policy than practice?


In this episode of Your Bread & Butter™, Andrew R. Beaudry, CFP® and Ryan T. Cummings, CFP® break down the modern U.S. reindustrialization movement and what it means for investors. From AI-driven infrastructure buildouts to reshoring critical pharmaceuticals and semiconductor manufacturing, we explore where capital is actually flowing—and where expectations may be overstated.


Key topics covered:

  • The historical roots of “Made in America” and its modern resurgence

  • Government reshoring strategies: incentives, tariffs, and national security priorities

  • Why AI and semiconductors are driving the largest U.S. industrial buildout in decades

  • Major U.S. expansion plans from companies like NVIDIA, Apple, TSMC, AstraZeneca, and Hyundai

  • The role of data centers, energy infrastructure, and industrial backlogs

  • Why reshoring is likely to remain selective rather than universal

  • What investors should understand about long-term reindustrialization trends

This conversation provides context—not hype—around how policy, geopolitics, and technology are reshaping U.S. investment landscapes.


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