Speaker 1: Everyone's talking about Trump's tariffs, but they're looking at the
Speaker 1: wrong thing. While the media argues about politics and potential retaliation,
Speaker 1: a quiet one trillion dollars shift.
Speaker 2: Is happening right behind the scenes.
Speaker 1: And here's what most people don't realize. These tariffs. They're
Speaker 1: not just about China or manufacturing jobs. They're setting up
Speaker 1: one of the biggest investment opportunities of the decade. But
Speaker 1: the question is who's about to win big? What stocks,
Speaker 1: what industries are about to explode? And how do you
Speaker 1: position yourself before the rest of the.
Speaker 2: Market catches on?
Speaker 1: Now real quick, I'm Mark Moss. I've been an investor
Speaker 1: and entrepreneur through multiple boom and bus markets. I've got
Speaker 1: two big exits under my belt. I'm a partner at
Speaker 1: a leading tech focused VC fund. I'm an officer and
Speaker 1: advisor to multiple tech and publicly traded companies. And these
Speaker 1: are the same insights that we use to guide our
Speaker 1: portfolios and hopefully you can as well.
Speaker 2: So let's go.
Speaker 1: All right, So let's just jump right into this. What
Speaker 1: is going on here? I want to give you just
Speaker 1: a high level overview. I'm not going to give you
Speaker 1: the full news. You can go read the news on
Speaker 1: your own. What we're here to do is talk about
Speaker 1: what's behind the scenes, what's between the lines, and how
Speaker 1: do we profit from this? Okay, So, first of off,
Speaker 1: just to sort of understand this you already know by now.
Speaker 1: The title says it all that Trump is bringing tariffs back. Now,
Speaker 1: when I say back, that's partly because, yes, they've been
Speaker 1: around a long time. Yes, the US used to run
Speaker 1: on tariffs before the IRS, before income taxes. And in
Speaker 1: Trump's first term he started bringing tariffs back, and the
Speaker 1: Biden administration got rid of them, and he is bringing
Speaker 1: them back.
Speaker 2: Okay.
Speaker 1: Now, part of the reason why is one he's talking
Speaker 1: about getting rid of income tax that did a whole
Speaker 1: video on this talking.
Speaker 2: About an ers.
Speaker 1: I'm going to link to it in the show notes
Speaker 1: down below if you want to know what's really going on.
Speaker 1: I think he's pretty serious about it. But what he's
Speaker 1: really serious about is this this American first strategy. So
Speaker 1: let's hear directly from President Trump himself. I like to
Speaker 1: go right to the source.
Speaker 2: Let's go ahead and play this clip.
Speaker 3: But I'll also be placing tariffs on steel, aluminum, and
Speaker 3: copper and things that we need for our military. Things.
Speaker 3: We have to bring production back to our country. Do
Speaker 3: you know there was a time when we made one
Speaker 3: ship a day, and now we can't build a ship.
Speaker 3: We don't know what the hell we're doing. It's all
Speaker 3: gone to other locations and other lands. And to further
Speaker 3: return production to the United States, we're going to environmentally
Speaker 3: free up our rare earth minerals. We have some unbelievable sites.
Speaker 3: We have some of the best rare earth anywhere in
Speaker 3: the world.
Speaker 1: But all right, so you heard it right from his mouth.
Speaker 2: He is bringing tariffs back.
Speaker 1: Specifically, he's talking about bringing tariffs on base metals, so steel, copper,
Speaker 1: things like that, because those are the things that we
Speaker 1: need to rebuild America, rebuild the American economy, and bring
Speaker 1: jobs back, bring manufacturing back.
Speaker 2: So we need the base.
Speaker 1: Metals, we need the steal, we need the copper. We
Speaker 1: need those things here. We also need it for our
Speaker 1: defense department, so rare earth elements, things like that. There's
Speaker 1: a lot to this, all right, So I want to
Speaker 1: break all this down, but we can see here sort
Speaker 1: of a list.
Speaker 2: Of what he's talking about.
Speaker 1: He would impose import tariffs on aluminum and copper, so
Speaker 1: super important things to rebuild our economy, tariffs on computer chips.
Speaker 2: Of course, we're in this.
Speaker 1: AI tech race with China pharmaceuticals. We found out how
Speaker 1: the penant we were through the COVID pandemic steal. So
Speaker 1: these are the things that he's really really focused on.
Speaker 1: And again, like I said, there's a lot to this,
Speaker 1: and so you're seeing a lot of noise in the
Speaker 1: news without really well, I think the noise is sort
Speaker 1: of blocking you from what's really going on. But let's
Speaker 1: just address some of the news right now, because I'm
Speaker 1: sure a lot of you are having some questions. So
Speaker 1: the first thing you have to realize that in life,
Speaker 1: there's no linear choices, right, there's trade offs. So to
Speaker 1: get more of one, you give up more of another.
Speaker 1: So there's trade offs. So in this with tariffs, there's
Speaker 1: winners and there's losers. There's lots of reasons why we
Speaker 1: should love tariffs and want them, and there's other reasons
Speaker 1: why maybe we don't want tariffs. So some of the
Speaker 1: things like who loses in tariffs, Well, manufacturers could lose, right,
Speaker 1: the cost of their goods could be going up. Maybe
Speaker 1: people can't import the goods now because the cost went up,
Speaker 1: and manufacturers don't have as many choices, So manufacturers could
Speaker 1: could be hurt. Retail consumers, you and I, we could
Speaker 1: be hurt, right, the prices of our things could go up.
Speaker 1: That might be something that we'll see. Also, people sending
Speaker 1: stuff to the US, China, foreign metal exporters, they're certainly
Speaker 1: going to be hurt.
Speaker 2: Which is the whole point.
Speaker 1: Now, who benefits Well, American citizens.
Speaker 2: Could benefit well, but you just said that we would
Speaker 2: be hurt.
Speaker 1: Well, it's good and bad, right, So the cost of
Speaker 1: things could go up, but our economy could do better,
Speaker 1: My business could do better. We could have more jobs here.
Speaker 2: So we may pay a little bit more, but we
Speaker 2: may have a better economy, we may have better paying jobs.
Speaker 1: Infrastructure companies are definitely going to benefit, right, So the
Speaker 1: companies that are going to be building back this infrastructure,
Speaker 1: bringing the manufacturing bases back, they're certainly going to benefit.
Speaker 1: Mining companies, the ones that are bringing these materials to
Speaker 1: be the industrial companies, they're going to benefit steel copper
Speaker 1: producers specifically. He said, those are the areas he's going
Speaker 1: to target the most. So those companies are really going
Speaker 1: to benefit from. So there's winners and losers and we
Speaker 1: can also be a loser in one area and a winner.
Speaker 2: And the other. So you have to understand this, okay.
Speaker 1: And the reason why we want to understand that is
Speaker 1: because what the smart money does is don't sit back
Speaker 1: and go, oh, always me. If I guess my price
Speaker 1: are going to be higher, that sucks.
Speaker 2: What we might do. What I do is go, well.
Speaker 1: That's bad, but there's also a way to profit from this,
Speaker 1: and maybe I could make more than enough money to
Speaker 1: offset a little bit of higher prices. As a matter
Speaker 1: of fact, maybe higher prices are worth having the economy
Speaker 1: to better bring jobs back and things like that. But
Speaker 1: what is the smart money doing again, Well, smart money
Speaker 1: realizes that yes, maybe we will have some higher costs,
Speaker 1: but we could also have higher returns. We could invest
Speaker 1: in these areas, have these massive home runs, and then
Speaker 1: we can just pay a little bit.
Speaker 2: More for some of these American made goods.
Speaker 1: And the big thing is, again, is bringing back the
Speaker 1: US industrial base. A small business owner, are you buried
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Speaker 1: Let's go back to some quotes from Trump. Here we
Speaker 1: can see on Bloomberg President Trump said, right to the source,
Speaker 1: he said he wants to impose across the board tariffs
Speaker 1: that are much bigger quotes much bigger, much bigger. They'll
Speaker 1: be so much bigger. It'll be so big. I know
Speaker 1: it's a horrible impression, but they're much bigger, much bigger
Speaker 1: than what we had in the past, much bigger than
Speaker 1: what he did the last time. Why why to reshape
Speaker 1: us supply chains?
Speaker 2: Let me read that again.
Speaker 1: Why to reshape us supply chain? So instead of getting
Speaker 1: so much from other places, Let's bring it all back here.
Speaker 1: This is a massive shift. There's good and bad, but
Speaker 1: as an investor, we can understand this could be a
Speaker 1: huge opportunity if we can understand where that money's going. Okay,
Speaker 1: Trump laid out his clearest message yet on tariffs. So again,
Speaker 1: go to the source. Forget all the opinion pieces, go
Speaker 1: to the source.
Speaker 2: What did he say.
Speaker 1: He said that we're going to look at pharmaceuticals, drugs,
Speaker 1: We're going to look at chips again. So we talked
Speaker 1: about that microchips, the airas semiconductors again, so we know
Speaker 1: that steal some other industries like copper.
Speaker 2: The only way.
Speaker 1: To get out of this, the only way to get
Speaker 1: this out of the tariff. So if you're a country
Speaker 1: that doesn't want to have tariffs imposed on you for
Speaker 1: sending your goods over here, the only way to get
Speaker 1: out of that, the high tariffs, is to build your
Speaker 1: plant here, build it here in America. So if you
Speaker 1: don't want to pay the tariffs to import stuff to America,
Speaker 1: then just come to America and build a plant and
Speaker 1: sell it right here. So he's not telling companies or countries, Hey,
Speaker 1: you can't sell your stuff to America. He's just saying,
Speaker 1: on an even playing field, if you want to do that,
Speaker 1: just come build it here and sell it to us.
Speaker 1: But what does that mean. What's the second order effect? Well,
Speaker 1: if some companies decide well, okay, well we'll build our
Speaker 1: cars there, we'll build our microchips, we'll build our stuff there, well,
Speaker 1: then that means a lot of companies come here. That
Speaker 1: means a lot more jobs. It also means that there's
Speaker 1: a lot more.
Speaker 2: Building, a lot more construction. In order to get building.
Speaker 1: In construction, we need a lot more supplies, and we
Speaker 1: can't import the steel in the copper because of the tariffs,
Speaker 1: So that means those supplies will be come in here
Speaker 1: from the United States, and so we can start to
Speaker 1: chase down this money.
Speaker 2: Once we start to understand this.
Speaker 1: Now, what this is doing is it's starting to buifurcate
Speaker 1: the market.
Speaker 2: So we can see here copper right in the US.
Speaker 1: The price of coppers going up in the US, and
Speaker 1: it's slipping in London. So it's going down in some
Speaker 1: markets and it's going up in some Why because of
Speaker 1: course the US is going to have this massive demand
Speaker 1: for it, and the rest of the world maybe won't
Speaker 1: benefit as much from that, and so we can see
Speaker 1: that it's starting to buifurcate the market. Now on top
Speaker 1: of that, it's not just Trump that's doing this. Now,
Speaker 1: Trump is pushing this with the terrace, of course. But again,
Speaker 1: what COVID really highlighted for the world, and even more importantly,
Speaker 1: what the Russia Ukraine War showed us, is that the US.
Speaker 2: Can't really make anything.
Speaker 1: That's what Trump was saying in that video clip earlier, right,
Speaker 1: the US can't really make anything. And the war highlighted
Speaker 1: that Russia is out producing all of NATO like ten
Speaker 1: to one on munition something like that.
Speaker 2: And so we.
Speaker 1: Found that there are mission critical things that we need
Speaker 1: in the US that we just don't have. And so
Speaker 1: it's not just a Trump make America Great Again thing,
Speaker 1: it's also a Department of Defense thing. So now we
Speaker 1: have a DoD sort of driven economy critical minerals. This
Speaker 1: is from Congress.
Speaker 2: Critical minerals are.
Speaker 1: Essential for our economy and our national security. It's not
Speaker 1: about tariffs now, this is about national security and economy.
Speaker 1: Demand for these strategic resources continues to increase. The United
Speaker 1: States must ensure access to a reliable supply, Arizona congressman
Speaker 1: said in a statement, So it's not just about terras,
Speaker 1: it's not just about making America great again. It's like
Speaker 1: for our own national security, we better get these what
Speaker 1: they call strategic resources, We better get them in place
Speaker 1: right now. US gs Critical Minerals and DOE Department of
Speaker 1: Energy Materials Lists to strengthen the domestic supply chain and
Speaker 1: include copper, electrical steel, silicon, and silicon carbide on the
Speaker 1: Critical Minerals list. These are things like if we don't
Speaker 1: have these, we can't go to war with China or Russia.
Speaker 2: If we don't have things, we have nothing.
Speaker 1: And so they're now on the Critical Minerals list. It
Speaker 1: highlights copper's essential role empowering America's energy future. So obviously,
Speaker 1: going into this digital future AI crypto decentralization, which I
Speaker 1: talked about all the time, we're going to need that
Speaker 1: legislation specifically ensures critical mineral projects, and even more specifically,
Speaker 1: we need them right now, so eligible for the fast
Speaker 1: forty one permitting process. So one of the things Trump
Speaker 1: is also promising is to continue to get regulations. So
Speaker 1: he paused all new regulations in his previous term for
Speaker 1: every one new regulation that got passed, he got rid
Speaker 1: of two point five, which is more than what he
Speaker 1: had promised. And so we need to deregulate this stuff
Speaker 1: so we can bring this stuff to market. Under the
Speaker 1: bid administration, it actually work the opposite way. So we're
Speaker 1: rebuilding the US industrial base. We're going to reshape the economy.
Speaker 1: We're going to bring on the US critical resources steel, copper,
Speaker 1: that's also like uranium which we're still getting from like Russia,
Speaker 1: rare earth metererals, minerals that we're getting from China. And
Speaker 1: so the playbook for this is to understand the second, third, fourth,
Speaker 1: fifth order. If we're reshaping the economy, we're going to
Speaker 1: rebuild it. We're going to bring companies from outside the
Speaker 1: US to build here.
Speaker 2: Then we're going to have more jobs. You comomy will
Speaker 2: do better. There's gonna be a lot of construction.
Speaker 1: There's going to be a lot of supply, specifically around
Speaker 1: the things that have high tariffs that are critical by
Speaker 1: the DOE, and so things like steal things like copper
Speaker 1: are going to do really well. Now how do you
Speaker 1: play that well? One you can buy like an index,
Speaker 1: So well, I guess they're probably in the s and
Speaker 1: P five hundred. I can buy the SMP five hundred,
Speaker 1: and I could buy an ETF that's maybe like a
Speaker 1: commodity basket. We could do something like that, or we
Speaker 1: could buy individual stocks, which of course we'll have much
Speaker 1: better return, But now you have to be selective on
Speaker 1: what you're buying, and then it really depends on what
Speaker 1: your strategy is with this. We can do long term
Speaker 1: or we can do trading. In my opinion, of course,
Speaker 1: it's always to think it's best to think long term
Speaker 1: that the daily action of why copper or monthly action
Speaker 1: of why copper might go up and down. It's hard
Speaker 1: to know. But what we do know is over the
Speaker 1: next three years, four years, five years, ten years, it's
Speaker 1: going to be going up, and so.
Speaker 2: Think long term in this.
Speaker 1: A couple things we want to be paying attention to.
Speaker 2: Risks are what if these.
Speaker 1: Tariffs get reversed. I don't think that's going to happen,
Speaker 1: but it's possible, So we want to be paying attention
Speaker 1: to the news, paying attention to these regulations. What about
Speaker 1: potential retaliation? So some nations are vowing to get retaliation
Speaker 1: on the US, but jokes on them, DUS doesn't really
Speaker 1: import much stuff. However, that could get out of control.
Speaker 1: Maybe there's some unseen things that we don't know. It
Speaker 1: could crash the economy. If the economy goes down, then
Speaker 1: maybe some of this gets stalled out. Something to pay
Speaker 1: attention to, and then just overall economy as well, that
Speaker 1: could bring demand for assets down as well. So we
Speaker 1: want to be paying attention to those things. But I
Speaker 1: think this is a much bigger picture than just the
Speaker 1: one trillion. It's not just the one trillion from the
Speaker 1: steal from the copper, from the commodities that are becoming
Speaker 1: a US. We're talking about making America radia, and we're
Speaker 1: talking about reindeestrializing the base.
Speaker 2: We're talking about something much bigger.
Speaker 1: There's going to be a lot of opportunities.
Speaker 2: So there's plenty of ways for.
Speaker 1: You to out and find these and that's what we
Speaker 1: got for today's video. Hopefully this makes sense. Learn how
Speaker 1: to look for these political storms, see where it's sending
Speaker 1: the money, and then go position yourself to get some
Speaker 1: of that money when it shows up. Hopefully that makes sense.
Speaker 1: Let me a comment, let me know what you think.
Speaker 1: As always, give me thumbs up if you like it.
Speaker 1: If you don't give me thumbs down, that's okay, and
Speaker 1: that's what I got, all right, to your success, I'm out.