What an American Stove Maker Wants You to Know About US Manufacturing
Episode publishedPodcast: Odd LotsOdd Lots
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Hello, and welcome to another episode of the Odd Lots podcast. I'm Joe Wiesenthal. And
I'm Tracy Alloway. Tracy,
I think one of the most interesting dynamics going on right now is that you have a White House and a lot of people in both parties, but specifically the White House right now, that are very set on reindustrializing manufacturing in The US. At the same time, actually, existing US manufacturers are talking about, wait. Everything you're talking about is throwing our business into extreme chaos. Yeah.
And we've had a lot of anecdotal evidence so far Yeah. Of this happening. So we've already mentioned at this point the Dallas Fed Energy survey and a bunch of businesses in the oil patch saying that things are slowing down. They're having difficulty planning for long term capital investments. There was one anonymous company that basically said they were asked by a Canadian client if they could move production to Canada, which, again, seems to be the opposite Yeah. Of what you would assume the Trump administration is trying to achieve here. We've talked to Ryan Petersen about factories slowing
Here's the thing. I wanna set up a factory in The United States that's at the cutting edge of production, but some of the tools I might need for my factory might be made in Germany, or maybe they're made in China or Vietnam. And this seems like an issue. Couple of days ago, we had headlines, a company called Haas, which I have to admit I had not heard of. They make make CNC lathes talking about how they were, like, canceling overtime, pausing all hiring, etcetera. Anyway, remember we were out in San Francisco, and we visited Impulse Labs. They make that amazing stove. We had this great steak.
it was so good.
Like, that stove seemed like one of those products that I would expect to see on TikTok from my, Chinese propaganda video about how good they have it over here, but it's actually an American company. Like, that's the thing. It actually exists here, and I kinda wanna know what building that stove is like in a world of tariffs.
Yeah. And looking back on it, now that we have Trump as president, there are a bunch of broader themes that it definitely touches on. So it's an electric stove, as you mentioned. Electric
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