How U.S. Industry Is Reinventing Itself

In this episode of Thoughts on the Market, Michelle Weaver, Chris Snyder, and Adam Jonas discuss key takeaways from Morgan Stanley's annual industrials conference, focusing on AI, macroeconomics, and tariffs. The conversation highlights the anticipation for economic reacceleration, the impact of reshoring on U.S. manufacturing, and the transformative potential of humanoid robots. They explore the opportunities and risks for investors, emphasizing the importance of innovation and adaptability in the evolving industrial landscape, while also addressing concerns about labor displacement and the Sino-U.S. competition in technology.