WEBVTT - We’re Rebuilding America… But Forgot This One Thing

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<v Speaker 1>We're rebuilding America like it's nineteen forty two all over again,

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<v Speaker 1>but we're missing one critical piece. Nineteen forty two launched

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<v Speaker 1>the greatest industrial boom in US history, millions of jobs,

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<v Speaker 1>factories overnight, and an economic explosion that changed the world.

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<v Speaker 1>And now it's happening again. But this time we've overlooked

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<v Speaker 1>something so vital it could derail the entire boom before

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<v Speaker 1>it even starts. Now, this isn't just a macro trend.

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<v Speaker 1>This will impact your job, your money, and your freedom

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<v Speaker 1>in ways most people don't even see coming. Now. Spend

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<v Speaker 1>fifteen plus years decoding the patterns behind every major boom

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<v Speaker 1>and bust. This one is different. If you want to lead,

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<v Speaker 1>not get left behind, make sure you watch until the end.

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<v Speaker 1>All right, let's go all right, We're going to talk

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<v Speaker 1>about one of the biggest shifts to the global economy

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<v Speaker 1>that we've seen since about eighty years ago. You know,

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<v Speaker 1>I talk a lot about cycles. I talk a lot

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<v Speaker 1>about history. Specifically, I talk about these eighty year cycles.

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<v Speaker 1>And let's go back about eighty years and look in

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<v Speaker 1>history to the great rebuild. Right, we have to understand

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<v Speaker 1>history because cause and effect. If you do about the

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<v Speaker 1>same things, you get about the same results. And that's

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<v Speaker 1>what we're looking at right now. Nineteen forty two, we're

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<v Speaker 1>talking about the end of World War One, the end

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<v Speaker 1>of World War two, and we had this great wartime

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<v Speaker 1>mobilization where the entire economy got behind a single objective,

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<v Speaker 1>an imperative, an urgent imperative to move forward, to industrialize,

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<v Speaker 1>to build. That's exactly what happened nineteen forty two. We

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<v Speaker 1>had the wartime mobilization, and from nineteen forty to nineteen

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<v Speaker 1>forty four, a four year period, we saw GDP go

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<v Speaker 1>up by an amazing seventy six percent. Now, that is

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<v Speaker 1>absolutely amazing, right, typically we see single digit percentage of

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<v Speaker 1>GDP growth in his ENGLID year. We're talking seventy six

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<v Speaker 1>percent in just a four year period. Now, during that time,

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<v Speaker 1>it wasn't just that GDP went up, which is a

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<v Speaker 1>lot obviously, but average productivity labor went up by twenty

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<v Speaker 1>five percent. What does that mean? That means the average

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<v Speaker 1>worker got twenty five percent more productive. I bring this

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<v Speaker 1>up and I emphasize this point for some reason because

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<v Speaker 1>as we're thinking about reindustrializing the economy right now, bringing

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<v Speaker 1>manufacturing jobs back, the American worker can't compete on an

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<v Speaker 1>hourly basis with workers in Asia, for example. So the

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<v Speaker 1>worker in the US must get more productive, right, So

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<v Speaker 1>the US worker needs to get four hours work done

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<v Speaker 1>in one hour, for example. And that's what we saw

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<v Speaker 1>happen last time, with a twenty five percent increase in productivity.

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<v Speaker 1>And of course that was because of mass production automation machines.

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<v Speaker 1>We saw unemployment fall all the way down to one

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<v Speaker 1>point two percent. That means everybody was working, every able

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<v Speaker 1>bodied person was there working. And what I believe we're

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<v Speaker 1>going into is setting up this same thing. We're about

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<v Speaker 1>to see the biggest build out in the United States

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<v Speaker 1>since World War Two, the greatest coordinated push, all hands

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<v Speaker 1>on deck. The imperative a four year imperative to make

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<v Speaker 1>this happen again. But there's one thing, there's a couple

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<v Speaker 1>things actually that nobody seems to be talking about that

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<v Speaker 1>we need for all of this to work. Problems solutions, investors,

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<v Speaker 1>that's what we're looking for. Okay, Now, let's understand the

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<v Speaker 1>mechanics of the boom. How do these booms even take place? Well,

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<v Speaker 1>sort of like in nineteen forty four, we saw all

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<v Speaker 1>this manufacturing startup. Right, we had to create all this manufacturing,

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<v Speaker 1>all this automation, right, and right now we have reshoring

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<v Speaker 1>that's happening. Now I'm going back to twenty twenty three

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<v Speaker 1>because this is pre Trump, right, We're looking at big trends,

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<v Speaker 1>We're looking at macro trends. This is pre Trump. So

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<v Speaker 1>if you have Trump dot management syndrome, this is not political.

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<v Speaker 1>So twenty twenty three, already we are on the path

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<v Speaker 1>of this. Biden already started this reshoring, near shoring so

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<v Speaker 1>to speak. Actually, Trump maybe even started in his first

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<v Speaker 1>term with putting tariffs on China. Within the pandemic came

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<v Speaker 1>and put the whole world on notice that, shoot, we

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<v Speaker 1>better bring some of our strategic manufacturing back to the US.

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<v Speaker 1>And so through the Biden administration, they started with this

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<v Speaker 1>on shoring, reshoring, Inflation Reduction Act, the Chips Act, all

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<v Speaker 1>of these things. So in twenty twenty three, we saw

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<v Speaker 1>two hundred and eighty seven thousand manufacturing jobs come back,

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<v Speaker 1>two hundred and seven that's a big number of again manufacturing.

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<v Speaker 1>So the manufacturing push is already underway. These are big trends.

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<v Speaker 1>We saw manufacturing investments go up by seventy percent, year

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<v Speaker 1>over year back in twenty twenty three, So this has

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<v Speaker 1>already been happening. We've been seeing AI ready data centers explode.

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<v Speaker 1>As a matter of fact, they're expected to grow by

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<v Speaker 1>thirty three percent over the next several years through twenty thirty.

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<v Speaker 1>So we're already been seeing this US government policies to

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<v Speaker 1>accelerate defense precurment. Right, so we realized, oh, shoot, we

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<v Speaker 1>need lots of things in the US, for example, our

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<v Speaker 1>high tech chips, also things like rare earth elements, essential minerals, copper, aluminum,

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<v Speaker 1>things like that, and so the US government set policies

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<v Speaker 1>to get those things. We saw Infrastructure Investment and Jobs

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<v Speaker 1>Act allocate five hundred and fifty billion dollars just for that.

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<v Speaker 1>Like this is already underway. Now this has become a

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<v Speaker 1>major push now into the new Trump administration with reshoring AI,

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<v Speaker 1>all our technology, all the Department of Defense stuff, making

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<v Speaker 1>sure our national security is up to part, all the

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<v Speaker 1>energy things Trump's drill, baby drill, bring all the energy

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<v Speaker 1>back to the US. And then of course all the

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<v Speaker 1>essential minerals that we need to build all these things.

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<v Speaker 1>The minerals are the building blocks. If we don't have

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<v Speaker 1>the building blocks, we can't build if we don't have

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<v Speaker 1>copper and aluminum and steel, if we don't have rare

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<v Speaker 1>earth elements, we can't build these things. Now, the push

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<v Speaker 1>that we have now with the tariffs that Trump has

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<v Speaker 1>put on to make the US more competitive, to bring

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<v Speaker 1>back a lot of this manufacturing. We've already seen eight

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<v Speaker 1>trillion dollars committed in twenty twenty five in quarter one.

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<v Speaker 1>A small business owner, are you buried in all types

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<v Speaker 1>to repeat that eight trillion dollars committed in quarter one.

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<v Speaker 1>So this started in twenty twenty three. We saw investments

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<v Speaker 1>coming back already in twenty twenty three, we've seen the

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<v Speaker 1>US already start allocating to this, but now we've taken

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<v Speaker 1>it to a whole nother level. This is a four

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<v Speaker 1>year plan to industrialize the economy like we've seen before. Now,

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<v Speaker 1>if we take a look at this, we can see

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<v Speaker 1>in some charts here, this is the total manufacturing construction spending,

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<v Speaker 1>and this is going back to two thousand and nine,

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<v Speaker 1>and you can see that construction spending had stayed sort

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<v Speaker 1>of somewhat flat since the great financial crash back here

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<v Speaker 1>in two thousand and eight, two thousand and nine. But

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<v Speaker 1>you can see right here in twenty twenty three we're

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<v Speaker 1>talking about how it absolutely exploded. And of course this

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<v Speaker 1>doesn't include quarter one of twenty twenty five that we're

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<v Speaker 1>already in. Now, I also want to show you this

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<v Speaker 1>chart right here, which is you can already see the

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<v Speaker 1>global demand for data center capacity and how it's tripling

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<v Speaker 1>by twenty thirty, expected to go up about thirty percent

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<v Speaker 1>compounded annual growth rate. And again that was before the

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<v Speaker 1>eight trillion dollars that was just committed this first quarter

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<v Speaker 1>of this year for the Trump administration, this renewed push

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<v Speaker 1>to reindustrialize the economy like we saw in nineteen forty four. Okay,

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<v Speaker 1>now we want to understand some bottlenecks. As investors, we're

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<v Speaker 1>looking for storms, we're looking for problems, and then we're

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<v Speaker 1>looking for solutions to those problems. And what we're typically

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<v Speaker 1>looking for is what I call the mismatch multiplier. Where

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<v Speaker 1>are things offsides? That's where we want to look at.

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<v Speaker 1>So we understand that in order to do this this

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<v Speaker 1>number one imperative that started again pre Trump and Trump

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<v Speaker 1>is reinforcing doubling down, there are massive bottlenecks in this. Right,

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<v Speaker 1>we can't forget the inputs. You want the output you

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<v Speaker 1>want the building, Well, what are the inputs that go

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<v Speaker 1>into that? And that is the raw materials. Now, the

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<v Speaker 1>US has outsourced most of this, the metals, the minerals,

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<v Speaker 1>all the processing because it's not environmentally safe, it's dirty,

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<v Speaker 1>and the US doesn't really want anyone to do it here,

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<v Speaker 1>so they don't give permits and things like that, as

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<v Speaker 1>a matter of fact, because of that, because the US

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<v Speaker 1>doesn't really want to hear because they make it so difficult.

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<v Speaker 1>Minds typically take anywhere from ten to twenty years to

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<v Speaker 1>bring online. So right now it's like, hey, we need

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<v Speaker 1>these minerals or earth elements, copper, et cetera. Like let's

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<v Speaker 1>go get it. Okay, get back to me in twenty years, bro,

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<v Speaker 1>Like that's not going to work. We need it right now. Now.

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<v Speaker 1>Tariffs may push prices up before supply can catch up.

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<v Speaker 1>That's the problem. But what we can see is that

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<v Speaker 1>there is a big demand to unleasht As a matter

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<v Speaker 1>of fact, here's a tweet from Donald Trump and he says,

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<v Speaker 1>like our steel and our aluminum industries, our great American

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<v Speaker 1>copper industry has been decimated by global actors. So our

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<v Speaker 1>minerals are steel, our aluminum, our copper decimated. To build

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<v Speaker 1>back our copper industry, we want to build back the

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<v Speaker 1>copper industry. I've requested my Secretary of Commerce to study

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<v Speaker 1>copper imports and to end unfair trade. So that's the

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<v Speaker 1>terriffs that we're putting into place and build back our

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<v Speaker 1>American copper industry. Why, because we can't build ai data

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<v Speaker 1>centers without it. We can't build ev charging stations without it.

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<v Speaker 1>We can't build all these new factories and manufacturing centers

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<v Speaker 1>with automation without it. Without these inputs, specifically, as he

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<v Speaker 1>says here copper, we just can't do it. We need

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<v Speaker 1>other things as well. Where earth elements, there was just

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<v Speaker 1>a deal signed with Ukraine to get the wrarewth elements

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<v Speaker 1>from there. We also the United States is already the

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<v Speaker 1>second largest producer of earth elements in the world. We

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<v Speaker 1>just don't produce enough for our own needs. We can

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<v Speaker 1>turn that back up as well. So right now we

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<v Speaker 1>can see we're in a massive metal bottleneck, but no

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<v Speaker 1>one seems to be pricing it in. That is what

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<v Speaker 1>we're looking at. There's a bottleneck no one's pricing in.

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<v Speaker 1>So what happens elementary one oh one supply and demand, more,

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<v Speaker 1>demand goes up, supply stays constrained. What happens to the price.

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<v Speaker 1>All right, So let's think through some of the consequences

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<v Speaker 1>of this. We understand we're reindestrillizing the entire US economy.

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<v Speaker 1>We have over twenty two percent of GDP committed just

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<v Speaker 1>in one ear. Imagine the growth. Imagine one from single

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<v Speaker 1>digit growth to five six ten percent GDP growth. Those

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<v Speaker 1>numbers are unheard of. But with all good intentions and

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<v Speaker 1>all big plans, which I think are realistic, it doesn't

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<v Speaker 1>mean it's a smooth road. There's lots of bumps and

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<v Speaker 1>problems that can happen along the way. What we call

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<v Speaker 1>you know, volatility, and that is our opportunity. So we

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<v Speaker 1>think through the consequences of the dangers. Obviously, we could

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<v Speaker 1>have all types of delayed projects because lack of materials,

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<v Speaker 1>which could lead to massive inflation. If if we don't

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<v Speaker 1>get enough materials, the prices start getting bid up, causes

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<v Speaker 1>price to come up. We talk about inflation rising potential

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<v Speaker 1>job losses there because people are being committed to work

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<v Speaker 1>on these jobs. If they can't get the supplies they need,

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<v Speaker 1>then they have to start laying people off. We don't

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<v Speaker 1>want that to happen. We want jobs to go up

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<v Speaker 1>and we want inflation to stay down, so we need

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<v Speaker 1>to bring more product to market. Also, this leads to

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<v Speaker 1>missed opportunities for economic growth. So the Trump administration obviously

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<v Speaker 1>wants to get the GDP growing. We just posted a

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<v Speaker 1>GDP loss, a quarter loss, but if you look through

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<v Speaker 1>the data, it's because of this one time tear sugar

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<v Speaker 1>rush I call it that we had where we imported

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<v Speaker 1>a bunch of goods forty percent increase in imported goods

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<v Speaker 1>to sort of offset this tariff, and the GDP counts

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<v Speaker 1>that as a negative. Anyway, if you want a video

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<v Speaker 1>on that and what the GDP numbers really are so

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<v Speaker 1>you can make better decisions, let me know in the

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<v Speaker 1>comments down below. We can make that video. But the

0:12:16.800 --> 0:12:19.560
<v Speaker 1>opportunities are for us. We want to think about the

0:12:19.679 --> 0:12:23.840
<v Speaker 1>optimistic side of this is that there's demand for critical minerals, massive,

0:12:24.200 --> 0:12:28.480
<v Speaker 1>massive demand, significant opportunities here because the US needs these.

0:12:28.520 --> 0:12:32.240
<v Speaker 1>I just showed you Trump saying steel, aluminum, copper, raref elements.

0:12:32.280 --> 0:12:34.320
<v Speaker 1>We need them in the US. We can't depend on

0:12:34.360 --> 0:12:36.320
<v Speaker 1>supply chains. They need to be here, and they need

0:12:36.360 --> 0:12:38.600
<v Speaker 1>to be here right now. As a matter of fact,

0:12:38.600 --> 0:12:42.800
<v Speaker 1>Trump already put several executive orders into place to fast

0:12:42.840 --> 0:12:46.199
<v Speaker 1>track permitting to get these up and running, working through

0:12:46.200 --> 0:12:48.360
<v Speaker 1>with all fifty states. Any project over a billion dollars

0:12:48.440 --> 0:12:52.360
<v Speaker 1>is getting basically green lit to go forward. Other opportunities.

0:12:52.400 --> 0:12:56.280
<v Speaker 1>I think about bitcoin and minerals together, both are scarce assets,

0:12:56.360 --> 0:12:57.960
<v Speaker 1>and that's one of the reasons why you see bitcoin

0:12:58.000 --> 0:12:59.760
<v Speaker 1>going up and minerals are going to do the same

0:12:59.800 --> 0:13:02.599
<v Speaker 1>thing because they're scarce assets. All right, back to the

0:13:02.679 --> 0:13:05.679
<v Speaker 1>rest of the video. How do we use this information? Well, again,

0:13:05.720 --> 0:13:08.280
<v Speaker 1>like I said, we have a mismatch multiplier. So we

0:13:08.400 --> 0:13:10.720
<v Speaker 1>understand that all of these things that are going to

0:13:10.720 --> 0:13:14.120
<v Speaker 1>be essential to rebuild the United States, the steel, aluminum, copper,

0:13:14.840 --> 0:13:17.400
<v Speaker 1>rareth elements, et cetera. And we understand that things are

0:13:17.480 --> 0:13:21.800
<v Speaker 1>volatile all right now. What I call the volatility is

0:13:21.840 --> 0:13:27.840
<v Speaker 1>the difference the perception, the difference of reality and perception.

0:13:28.120 --> 0:13:31.280
<v Speaker 1>So oh my gosh, you know copper, nickel, illuminum, it's

0:13:31.280 --> 0:13:32.559
<v Speaker 1>going to go to the roof. Oh it didn't go

0:13:32.640 --> 0:13:34.240
<v Speaker 1>up as fast as I want. Oh no. Now look

0:13:34.240 --> 0:13:36.720
<v Speaker 1>at all these contracts, oh no. And so each one

0:13:36.760 --> 0:13:39.040
<v Speaker 1>of these is our opportunity. But what we want, really

0:13:39.080 --> 0:13:43.120
<v Speaker 1>want is when things get overstretched, we want this mismatch

0:13:43.440 --> 0:13:45.960
<v Speaker 1>to get multiplied. We want to grow really, really fast,

0:13:46.000 --> 0:13:48.000
<v Speaker 1>and I think that's what we're seeing right now. So

0:13:48.000 --> 0:13:50.120
<v Speaker 1>typically when we see that as investors, we want to

0:13:50.160 --> 0:13:52.760
<v Speaker 1>push in number two. We want to understand that this

0:13:52.840 --> 0:13:55.920
<v Speaker 1>is a new industrial era that we're going into. Just

0:13:55.960 --> 0:13:58.160
<v Speaker 1>like we saw about eighty years ago. This could be

0:13:58.200 --> 0:14:02.120
<v Speaker 1>the greatest mobilization industrialization of a nation that we've ever seen.

0:14:02.280 --> 0:14:05.400
<v Speaker 1>Could lead to massive economic games if you're in the

0:14:05.440 --> 0:14:09.080
<v Speaker 1>right areas. It's sort of a manufacturing renaissance. Just like

0:14:09.120 --> 0:14:11.320
<v Speaker 1>in nineteen forty four, again we saw that work of

0:14:11.320 --> 0:14:13.840
<v Speaker 1>productivity increase. And in order for us to do this again,

0:14:14.080 --> 0:14:16.040
<v Speaker 1>the work of productivity has to increase. So we need

0:14:16.080 --> 0:14:20.600
<v Speaker 1>things like AI, automation and good thing we have those things,

0:14:20.760 --> 0:14:23.640
<v Speaker 1>and so look to those areas. And then for us,

0:14:23.720 --> 0:14:24.680
<v Speaker 1>what we want to do is we want to be

0:14:24.720 --> 0:14:27.080
<v Speaker 1>able to front run the news. Right Trump put the

0:14:27.120 --> 0:14:29.520
<v Speaker 1>executive orders in this year. It's not all over Wall

0:14:29.520 --> 0:14:31.520
<v Speaker 1>Street Journal and CNBC telling you to buy this stock

0:14:31.600 --> 0:14:33.960
<v Speaker 1>right now, but we see the groundwork that was laid.

0:14:34.320 --> 0:14:36.840
<v Speaker 1>This is our opportunity to front run that. Hey, we

0:14:36.840 --> 0:14:39.320
<v Speaker 1>see these executive orders are going in place, we understand

0:14:39.320 --> 0:14:42.680
<v Speaker 1>the imperative, we see second, third, fourth order effects, and

0:14:42.720 --> 0:14:45.600
<v Speaker 1>so we get there, as they say, before the puck

0:14:45.640 --> 0:14:47.360
<v Speaker 1>gets there. And if you really want to know what

0:14:47.400 --> 0:14:50.120
<v Speaker 1>the whole game plan is with all the executive orders

0:14:50.120 --> 0:14:52.040
<v Speaker 1>that went into place, and what the actual plan is,

0:14:52.080 --> 0:14:54.120
<v Speaker 1>not the terriffs but the plan, then you probably want

0:14:54.160 --> 0:14:56.480
<v Speaker 1>to watch this whole video right here where I break

0:14:56.480 --> 0:14:58.400
<v Speaker 1>it all down. Otherwise, let me know what you think

0:14:58.400 --> 0:15:00.240
<v Speaker 1>with the thumbs up thumbs down if you you don't

0:15:00.240 --> 0:15:01.520
<v Speaker 1>like the video, but at least tell me why in

0:15:01.560 --> 0:15:03.400
<v Speaker 1>the comments down below. And that's what I got to

0:15:03.480 --> 0:15:05.080
<v Speaker 1>your success. Wow,