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Hello, and welcome to another episode of the Odd Lots podcast. I'm Jill Weistenthal. And
I'm Tracy Alloway.
Tracy, I just wrote about this in our newsletter, like, five minutes ago, but it drives me nuts how in all of the talk about reindustrialization of America, Everyone is just completely memory holed, like, 2022 and 2023. Well,
this is the amazing thing. Right? We did have a big investment program actually announced Yeah. Under the Biden administration, like, huge amounts of money, billions of dollars. And no one seems to be talking about it that much or at least a very important segment seems to be ignoring it, and that is the Trump administration. Trump, I think he said before that he thought it was a horrible policy. Yeah. I suspect the reason he thinks it's horrible is because it was a Biden thing. But it is also amazing that, like, even this, even making more semiconductors in The US ended up being politicized i
just crazy to me. It's it's totally insane to me of all these, like, influencers and LARPers that's waiting to bring back physical manufacturing and national security, etcetera, As if this hasn't been a dominant thing in US discourse for years, as if there weren't literally battery and chip factories being announced almost every day throughout 2022 and 2023 all across US. It was not just a program. It was, like, an actual, like, breaking ground and new things were going up and dollars spent by the private sector partially to get public subsidies, etcetera. You could certainly say that it was,
we fix that, Joe?
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