Anthony and Jon discuss the factors that have forced a pivot toward de-globalisation, and why we think American companies are well positioned: energy independence, government incentives and a diversified economy.

[00:38] Introduction

[01:24] How the global economy has changed in the last 60 years

[03:47] How is America positioned in the context of a more deglobalised world?

[06:34] Types of companies we think stand to benefit from these new opportunities

[10:17] Looking forward to the next decade

[11:49] Closing remarks