Companies that refused to diversify or reshore manufacturing back to North America during COVID are now severely disadvantaged, especially because Baby Boomer retirement is taking away skilled labor at the same time reshoring needs to happen at scale.

causalpending

Speaker

Peter Zeihan

Evidence Quote

the companies that were unable or unwilling or just didn't believe it uh during covid and refused to diversify or reshore things back to north america they're so screwed

Source

Geopolitics, Innovation, and Deglobalization With Peter ZeihanARK Invest
Created: 8/10/2026, 1:26:34 PM

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