Episode

Episode 216 - Marks on the Market: America's Push to Reshore U.S. Manufacturing | Steve Cook (LFM Capital)

Podcast

Faith Driven Investor

Published

Feb 16, 2026

Duration seconds

2856

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not_requested

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https://www.faithdriveninvestor.org/

Audio

https://cdn.simplecast.com/audio/83dc4d92-6c6e-4981-acc0-715adcdc554d/episodes/e5452ff7-28d2-4d8d-9f92-9cbe65e50f7c/audio/ad53bc52-e20e-4966-8cc6-a80dbb2df45a/default_tc.mp3?aid=rss_feed&feed=pV2GL9RN

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Summary

The manufacturing renaissance is here - but not in the way most investors think. Steve Cook, Executive Managing Director of LFM Capital, pulls back the curtain on what's actually driving the reshoring of US production, which sectors offer the best risk-adjusted returns, and why operator-led private equity is outperforming financial engineering approaches in today's market.