Speaker 1: We're rebuilding America like it's nineteen forty two all over again,
Speaker 1: but we're missing one critical piece. Nineteen forty two launched
Speaker 1: the greatest industrial boom in US history, millions of jobs,
Speaker 1: factories overnight, and an economic explosion that changed the world.
Speaker 1: And now it's happening again. But this time we've overlooked
Speaker 1: something so vital it could derail the entire boom before
Speaker 1: it even starts. Now, this isn't just a macro trend.
Speaker 1: This will impact your job, your money, and your freedom
Speaker 1: in ways most people don't even see coming. Now. Spend
Speaker 1: fifteen plus years decoding the patterns behind every major boom
Speaker 1: and bust. This one is different. If you want to lead,
Speaker 1: not get left behind, make sure you watch until the end.
Speaker 1: All right, let's go all right, We're going to talk
Speaker 1: about one of the biggest shifts to the global economy
Speaker 1: that we've seen since about eighty years ago. You know,
Speaker 1: I talk a lot about cycles. I talk a lot
Speaker 1: about history. Specifically, I talk about these eighty year cycles.
Speaker 1: And let's go back about eighty years and look in
Speaker 1: history to the great rebuild. Right, we have to understand
Speaker 1: history because cause and effect. If you do about the
Speaker 1: same things, you get about the same results. And that's
Speaker 1: what we're looking at right now. Nineteen forty two, we're
Speaker 1: talking about the end of World War One, the end
Speaker 1: of World War two, and we had this great wartime
Speaker 1: mobilization where the entire economy got behind a single objective,
Speaker 1: an imperative, an urgent imperative to move forward, to industrialize,
Speaker 1: to build. That's exactly what happened nineteen forty two. We
Speaker 1: had the wartime mobilization, and from nineteen forty to nineteen
Speaker 1: forty four, a four year period, we saw GDP go
Speaker 1: up by an amazing seventy six percent. Now, that is
Speaker 1: absolutely amazing, right, typically we see single digit percentage of
Speaker 1: GDP growth in his ENGLID year. We're talking seventy six
Speaker 1: percent in just a four year period. Now, during that time,
Speaker 1: it wasn't just that GDP went up, which is a
Speaker 1: lot obviously, but average productivity labor went up by twenty
Speaker 1: five percent. What does that mean? That means the average
Speaker 1: worker got twenty five percent more productive. I bring this
Speaker 1: up and I emphasize this point for some reason because
Speaker 1: as we're thinking about reindustrializing the economy right now, bringing
Speaker 1: manufacturing jobs back, the American worker can't compete on an
Speaker 1: hourly basis with workers in Asia, for example. So the
Speaker 1: worker in the US must get more productive, right, So
Speaker 1: the US worker needs to get four hours work done
Speaker 1: in one hour, for example. And that's what we saw
Speaker 1: happen last time, with a twenty five percent increase in productivity.
Speaker 1: And of course that was because of mass production automation machines.
Speaker 1: We saw unemployment fall all the way down to one
Speaker 1: point two percent. That means everybody was working, every able
Speaker 1: bodied person was there working. And what I believe we're
Speaker 1: going into is setting up this same thing. We're about
Speaker 1: to see the biggest build out in the United States
Speaker 1: since World War Two, the greatest coordinated push, all hands
Speaker 1: on deck. The imperative a four year imperative to make
Speaker 1: this happen again. But there's one thing, there's a couple
Speaker 1: things actually that nobody seems to be talking about that
Speaker 1: we need for all of this to work. Problems solutions, investors,
Speaker 1: that's what we're looking for. Okay, Now, let's understand the
Speaker 1: mechanics of the boom. How do these booms even take place? Well,
Speaker 1: sort of like in nineteen forty four, we saw all
Speaker 1: this manufacturing startup. Right, we had to create all this manufacturing,
Speaker 1: all this automation, right, and right now we have reshoring
Speaker 1: that's happening. Now I'm going back to twenty twenty three
Speaker 1: because this is pre Trump, right, We're looking at big trends,
Speaker 1: We're looking at macro trends. This is pre Trump. So
Speaker 1: if you have Trump dot management syndrome, this is not political.
Speaker 1: So twenty twenty three, already we are on the path
Speaker 1: of this. Biden already started this reshoring, near shoring so
Speaker 1: to speak. Actually, Trump maybe even started in his first
Speaker 1: term with putting tariffs on China. Within the pandemic came
Speaker 1: and put the whole world on notice that, shoot, we
Speaker 1: better bring some of our strategic manufacturing back to the US.
Speaker 1: And so through the Biden administration, they started with this
Speaker 1: on shoring, reshoring, Inflation Reduction Act, the Chips Act, all
Speaker 1: of these things. So in twenty twenty three, we saw
Speaker 1: two hundred and eighty seven thousand manufacturing jobs come back,
Speaker 1: two hundred and seven that's a big number of again manufacturing.
Speaker 1: So the manufacturing push is already underway. These are big trends.
Speaker 1: We saw manufacturing investments go up by seventy percent, year
Speaker 1: over year back in twenty twenty three, So this has
Speaker 1: already been happening. We've been seeing AI ready data centers explode.
Speaker 1: As a matter of fact, they're expected to grow by
Speaker 1: thirty three percent over the next several years through twenty thirty.
Speaker 1: So we're already been seeing this US government policies to
Speaker 1: accelerate defense precurment. Right, so we realized, oh, shoot, we
Speaker 1: need lots of things in the US, for example, our
Speaker 1: high tech chips, also things like rare earth elements, essential minerals, copper, aluminum,
Speaker 1: things like that, and so the US government set policies
Speaker 1: to get those things. We saw Infrastructure Investment and Jobs
Speaker 1: Act allocate five hundred and fifty billion dollars just for that.
Speaker 1: Like this is already underway. Now this has become a
Speaker 1: major push now into the new Trump administration with reshoring AI,
Speaker 1: all our technology, all the Department of Defense stuff, making
Speaker 1: sure our national security is up to part, all the
Speaker 1: energy things Trump's drill, baby drill, bring all the energy
Speaker 1: back to the US. And then of course all the
Speaker 1: essential minerals that we need to build all these things.
Speaker 1: The minerals are the building blocks. If we don't have
Speaker 1: the building blocks, we can't build if we don't have
Speaker 1: copper and aluminum and steel, if we don't have rare
Speaker 1: earth elements, we can't build these things. Now, the push
Speaker 1: that we have now with the tariffs that Trump has
Speaker 1: put on to make the US more competitive, to bring
Speaker 1: back a lot of this manufacturing. We've already seen eight
Speaker 1: trillion dollars committed in twenty twenty five in quarter one.
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Speaker 1: to repeat that eight trillion dollars committed in quarter one.
Speaker 1: So this started in twenty twenty three. We saw investments
Speaker 1: coming back already in twenty twenty three, we've seen the
Speaker 1: US already start allocating to this, but now we've taken
Speaker 1: it to a whole nother level. This is a four
Speaker 1: year plan to industrialize the economy like we've seen before. Now,
Speaker 1: if we take a look at this, we can see
Speaker 1: in some charts here, this is the total manufacturing construction spending,
Speaker 1: and this is going back to two thousand and nine,
Speaker 1: and you can see that construction spending had stayed sort
Speaker 1: of somewhat flat since the great financial crash back here
Speaker 1: in two thousand and eight, two thousand and nine. But
Speaker 1: you can see right here in twenty twenty three we're
Speaker 1: talking about how it absolutely exploded. And of course this
Speaker 1: doesn't include quarter one of twenty twenty five that we're
Speaker 1: already in. Now, I also want to show you this
Speaker 1: chart right here, which is you can already see the
Speaker 1: global demand for data center capacity and how it's tripling
Speaker 1: by twenty thirty, expected to go up about thirty percent
Speaker 1: compounded annual growth rate. And again that was before the
Speaker 1: eight trillion dollars that was just committed this first quarter
Speaker 1: of this year for the Trump administration, this renewed push
Speaker 1: to reindustrialize the economy like we saw in nineteen forty four. Okay,
Speaker 1: now we want to understand some bottlenecks. As investors, we're
Speaker 1: looking for storms, we're looking for problems, and then we're
Speaker 1: looking for solutions to those problems. And what we're typically
Speaker 1: looking for is what I call the mismatch multiplier. Where
Speaker 1: are things offsides? That's where we want to look at.
Speaker 1: So we understand that in order to do this this
Speaker 1: number one imperative that started again pre Trump and Trump
Speaker 1: is reinforcing doubling down, there are massive bottlenecks in this. Right,
Speaker 1: we can't forget the inputs. You want the output you
Speaker 1: want the building, Well, what are the inputs that go
Speaker 1: into that? And that is the raw materials. Now, the
Speaker 1: US has outsourced most of this, the metals, the minerals,
Speaker 1: all the processing because it's not environmentally safe, it's dirty,
Speaker 1: and the US doesn't really want anyone to do it here,
Speaker 1: so they don't give permits and things like that, as
Speaker 1: a matter of fact, because of that, because the US
Speaker 1: doesn't really want to hear because they make it so difficult.
Speaker 1: Minds typically take anywhere from ten to twenty years to
Speaker 1: bring online. So right now it's like, hey, we need
Speaker 1: these minerals or earth elements, copper, et cetera. Like let's
Speaker 1: go get it. Okay, get back to me in twenty years, bro,
Speaker 1: Like that's not going to work. We need it right now. Now.
Speaker 1: Tariffs may push prices up before supply can catch up.
Speaker 1: That's the problem. But what we can see is that
Speaker 1: there is a big demand to unleasht As a matter
Speaker 1: of fact, here's a tweet from Donald Trump and he says,
Speaker 1: like our steel and our aluminum industries, our great American
Speaker 1: copper industry has been decimated by global actors. So our
Speaker 1: minerals are steel, our aluminum, our copper decimated. To build
Speaker 1: back our copper industry, we want to build back the
Speaker 1: copper industry. I've requested my Secretary of Commerce to study
Speaker 1: copper imports and to end unfair trade. So that's the
Speaker 1: terriffs that we're putting into place and build back our
Speaker 1: American copper industry. Why, because we can't build ai data
Speaker 1: centers without it. We can't build ev charging stations without it.
Speaker 1: We can't build all these new factories and manufacturing centers
Speaker 1: with automation without it. Without these inputs, specifically, as he
Speaker 1: says here copper, we just can't do it. We need
Speaker 1: other things as well. Where earth elements, there was just
Speaker 1: a deal signed with Ukraine to get the wrarewth elements
Speaker 1: from there. We also the United States is already the
Speaker 1: second largest producer of earth elements in the world. We
Speaker 1: just don't produce enough for our own needs. We can
Speaker 1: turn that back up as well. So right now we
Speaker 1: can see we're in a massive metal bottleneck, but no
Speaker 1: one seems to be pricing it in. That is what
Speaker 1: we're looking at. There's a bottleneck no one's pricing in.
Speaker 1: So what happens elementary one oh one supply and demand, more,
Speaker 1: demand goes up, supply stays constrained. What happens to the price.
Speaker 1: All right, So let's think through some of the consequences
Speaker 1: of this. We understand we're reindestrillizing the entire US economy.
Speaker 1: We have over twenty two percent of GDP committed just
Speaker 1: in one ear. Imagine the growth. Imagine one from single
Speaker 1: digit growth to five six ten percent GDP growth. Those
Speaker 1: numbers are unheard of. But with all good intentions and
Speaker 1: all big plans, which I think are realistic, it doesn't
Speaker 1: mean it's a smooth road. There's lots of bumps and
Speaker 1: problems that can happen along the way. What we call
Speaker 1: you know, volatility, and that is our opportunity. So we
Speaker 1: think through the consequences of the dangers. Obviously, we could
Speaker 1: have all types of delayed projects because lack of materials,
Speaker 1: which could lead to massive inflation. If if we don't
Speaker 1: get enough materials, the prices start getting bid up, causes
Speaker 1: price to come up. We talk about inflation rising potential
Speaker 1: job losses there because people are being committed to work
Speaker 1: on these jobs. If they can't get the supplies they need,
Speaker 1: then they have to start laying people off. We don't
Speaker 1: want that to happen. We want jobs to go up
Speaker 1: and we want inflation to stay down, so we need
Speaker 1: to bring more product to market. Also, this leads to
Speaker 1: missed opportunities for economic growth. So the Trump administration obviously
Speaker 1: wants to get the GDP growing. We just posted a
Speaker 1: GDP loss, a quarter loss, but if you look through
Speaker 1: the data, it's because of this one time tear sugar
Speaker 1: rush I call it that we had where we imported
Speaker 1: a bunch of goods forty percent increase in imported goods
Speaker 1: to sort of offset this tariff, and the GDP counts
Speaker 1: that as a negative. Anyway, if you want a video
Speaker 1: on that and what the GDP numbers really are so
Speaker 1: you can make better decisions, let me know in the
Speaker 1: comments down below. We can make that video. But the
Speaker 1: opportunities are for us. We want to think about the
Speaker 1: optimistic side of this is that there's demand for critical minerals, massive,
Speaker 1: massive demand, significant opportunities here because the US needs these.
Speaker 1: I just showed you Trump saying steel, aluminum, copper, raref elements.
Speaker 1: We need them in the US. We can't depend on
Speaker 1: supply chains. They need to be here, and they need
Speaker 1: to be here right now. As a matter of fact,
Speaker 1: Trump already put several executive orders into place to fast
Speaker 1: track permitting to get these up and running, working through
Speaker 1: with all fifty states. Any project over a billion dollars
Speaker 1: is getting basically green lit to go forward. Other opportunities.
Speaker 1: I think about bitcoin and minerals together, both are scarce assets,
Speaker 1: and that's one of the reasons why you see bitcoin
Speaker 1: going up and minerals are going to do the same
Speaker 1: thing because they're scarce assets. All right, back to the
Speaker 1: rest of the video. How do we use this information? Well, again,
Speaker 1: like I said, we have a mismatch multiplier. So we
Speaker 1: understand that all of these things that are going to
Speaker 1: be essential to rebuild the United States, the steel, aluminum, copper,
Speaker 1: rareth elements, et cetera. And we understand that things are
Speaker 1: volatile all right now. What I call the volatility is
Speaker 1: the difference the perception, the difference of reality and perception.
Speaker 1: So oh my gosh, you know copper, nickel, illuminum, it's
Speaker 1: going to go to the roof. Oh it didn't go
Speaker 1: up as fast as I want. Oh no. Now look
Speaker 1: at all these contracts, oh no. And so each one
Speaker 1: of these is our opportunity. But what we want, really
Speaker 1: want is when things get overstretched, we want this mismatch
Speaker 1: to get multiplied. We want to grow really, really fast,
Speaker 1: and I think that's what we're seeing right now. So
Speaker 1: typically when we see that as investors, we want to
Speaker 1: push in number two. We want to understand that this
Speaker 1: is a new industrial era that we're going into. Just
Speaker 1: like we saw about eighty years ago. This could be
Speaker 1: the greatest mobilization industrialization of a nation that we've ever seen.
Speaker 1: Could lead to massive economic games if you're in the
Speaker 1: right areas. It's sort of a manufacturing renaissance. Just like
Speaker 1: in nineteen forty four, again we saw that work of
Speaker 1: productivity increase. And in order for us to do this again,
Speaker 1: the work of productivity has to increase. So we need
Speaker 1: things like AI, automation and good thing we have those things,
Speaker 1: and so look to those areas. And then for us,
Speaker 1: what we want to do is we want to be
Speaker 1: able to front run the news. Right Trump put the
Speaker 1: executive orders in this year. It's not all over Wall
Speaker 1: Street Journal and CNBC telling you to buy this stock
Speaker 1: right now, but we see the groundwork that was laid.
Speaker 1: This is our opportunity to front run that. Hey, we
Speaker 1: see these executive orders are going in place, we understand
Speaker 1: the imperative, we see second, third, fourth order effects, and
Speaker 1: so we get there, as they say, before the puck
Speaker 1: gets there. And if you really want to know what
Speaker 1: the whole game plan is with all the executive orders
Speaker 1: that went into place, and what the actual plan is,
Speaker 1: not the terriffs but the plan, then you probably want
Speaker 1: to watch this whole video right here where I break
Speaker 1: it all down. Otherwise, let me know what you think
Speaker 1: with the thumbs up thumbs down if you you don't
Speaker 1: like the video, but at least tell me why in
Speaker 1: the comments down below. And that's what I got to
Speaker 1: your success. Wow,