Rowan grades the U.S. economy an A for capital allocation but a C for understanding trade's impact on labor.
“give us an a as an economy for allocation of capital and construction of assets, and give us a c for understanding trade and its impact on labor.”
Rowan says labor availability is a bigger concern than capital availability in the U.S.
“Some days I wake up and worry about capital. Most days I wake up and worry about where will we get all the people to do this.”