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