Josh Zoffer joins MTS to discuss the strategic importance of domestic data center development, the history of offshoring critical mineral supply chains to China, and the policy tools needed to support American manufacturing.

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https://x.com/joshzoff

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Timestamps:

(00:00) Introduction

(00:01) Thesis of the Financial Times Op-ed

(02:59) Why Critical Mineral Supply Chains Offshored

(06:11) Overcoming NIMBY Obstacles to Infrastructure

(11:42) Deep Roots of Anti-AI Sentiment

(14:55) The Path to Reindustrializing America

(23:03) Policy Wish List for Industrial Growth

(25:27) The True Cost of Cheap Imports

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Are the NIMBYS totally cooked? | Josh Zoffer

MTS

Are the NIMBYS totally cooked? | Josh Zoffer