083: De-Globalization: Investing in a Fragmented World

That whole idea of countries and companies saying, “Hey, maybe we shouldn’t rely on one tiny island for all our chips, or one country for all our manufacturing.” It’s reshoring-bringing stuff back home. Nearshoring - moving it to friendly neighbours like Mexico. Friendshoring—working only with allies. And yeah, sometimes just slapping tariffs on things to make imported stuff more expensive. It’s the opposite of the super-connected world we’ve been living in since the 90s and 2000s.