In this episode, Brad Roth sits down with Sam Klar of GMO to unpack the thesis behind the GMO Domestic Resilience ETF (DRES). Sam shares his path from joining GMO out of undergrad to helping launch a strategy focused on U.S. reindustrialization, supply chain resilience, and long-term domestic economic strength. They break down how DRES is built, why GMO emphasizes quality and value even inside a thematic strategy, and how the portfolio is structured across manufacturing, transportation/logis...