Philip Bell Pt. 2 - Trades, Technology, & The American Template

Episode 55  ·  Aug 19, 10:00 AM
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Part 2 of Shep's conversation with Philip Bell, President and CEO of the Steel Manufacturers Association. They zoom out from the mill floor and get into the bigger picture: what AI actually threatens, who it threatens first, and where the line is between opportunity and disruption.
Phil shares his unfiltered take on AI and intellectual property, why unfettered growth worries him, and how it's challenging the value of a four-year degree. They make the case for trades, dig into the skills gap, and Phil explains why any young person near a steel mill should go apply today. Then they close out on the industry: the shelf life of tariffs, the critical role of service centers in the U.S. ecosystem, the wave of consolidation reshaping distribution, and why the American steel model is the one the rest of the world is studying.