We’re Rebuilding America… But Forgot This One Thing

in ways most people don't even see coming. Now. Spend fifteen plus years decoding the patterns behind every major boom and bust. This one is different. If you want to lead, not get left behind, make sure you watch until the end. All right, let's go all right, We're going to talk about one of the biggest shifts to the global economy that we've seen since about eighty years ago. You know, I talk a lot about cycles. I talk a lot about history. Specifically, I talk about these eighty year cycles.

And let's go back about eighty years and look in history to the great rebuild. Right, we have to understand history because cause and effect. If you do about the same things, you get about the same results. And that's

what we're looking at right now. Nineteen forty two, we're talking about the end of World War One, the end of World War two, and we had this great wartime mobilization where the entire economy got behind a single objective, an imperative, an urgent imperative to move forward, to industrialize, to build. That's exactly what happened nineteen forty two. We had the wartime mobilization, and from nineteen forty to nineteen forty four, a four year period, we saw GDP go

up by an amazing seventy six percent. Now, that is absolutely amazing, right, typically we see single digit percentage of GDP growth in his ENGLID year. We're talking seventy six percent in just a four year period. Now, during that time, it wasn't just that GDP went up, which is a lot obviously, but average productivity labor went up by twenty five percent. What does that mean? That means the average

worker got twenty five percent more productive. I bring this up and I emphasize this point for some reason because as we're thinking about reindustrializing the economy right now, bringing manufacturing jobs back, the American worker can't compete on an hourly basis with workers in Asia, for example. So the worker in the US must get more productive, right, So the US worker needs to get four hours work done

in one hour, for example. And that's what we saw happen last time, with a twenty five percent increase in productivity. And of course that was because of mass production automation machines. We saw unemployment fall all the way down to one point two percent. That means everybody was working, every able bodied person was there working. And what I believe we're

going into is setting up this same thing. We're about to see the biggest build out in the United States since World War Two, the greatest coordinated push, all hands on deck. The imperative a four year imperative to make this happen again. But there's one thing, there's a couple things actually that nobody seems to be talking about that we need for all of this to work. Problems solutions, investors, that's what we're looking for. Okay, Now, let's understand the

mechanics of the boom. How do these booms even take place? Well, sort of like in nineteen forty four, we saw all this manufacturing startup. Right, we had to create all this manufacturing, all this automation, right, and right now we have reshoring that's happening. Now I'm going back to twenty twenty three because this is pre Trump, right, We're looking at big trends, We're looking at macro trends. This is pre Trump. So if you have Trump dot management syndrome, this is not political.

So twenty twenty three, already we are on the path of this. Biden already started this reshoring, near shoring so to speak. Actually, Trump maybe even started in his first term with putting tariffs on China. Within the pandemic came and put the whole world on notice that, shoot, we better bring some of our strategic manufacturing back to the US. And so through the Biden administration, they started with this on shoring, reshoring, Inflation Reduction Act, the Chips Act, all

of these things. So in twenty twenty three, we saw two hundred and eighty seven thousand manufacturing jobs come back, two hundred and seven that's a big number of again manufacturing. So the manufacturing push is already underway. These are big trends. We saw manufacturing investments go up by seventy percent, year over year back in twenty twenty three, So this has already been happening. We've been seeing AI ready data centers explode.

As a matter of fact, they're expected to grow by thirty three percent over the next several years through twenty thirty. So we're already been seeing this US government policies to accelerate defense precurment. Right, so we realized, oh, shoot, we need lots of things in the US, for example, our high tech chips, also things like rare earth elements, essential minerals, copper, aluminum, things like that, and so the US government set policies

to get those things. We saw Infrastructure Investment and Jobs Act allocate five hundred and fifty billion dollars just for that. Like this is already underway. Now this has become a major push now into the new Trump administration with reshoring AI, all our technology, all the Department of Defense stuff, making sure our national security is up to part, all the energy things Trump's drill, baby drill, bring all the energy

back to the US. And then of course all the essential minerals that we need to build all these things. The minerals are the building blocks. If we don't have the building blocks, we can't build if we don't have copper and aluminum and steel, if we don't have rare earth elements, we can't build these things. Now, the push that we have now with the tariffs that Trump has put on to make the US more competitive, to bring

back a lot of this manufacturing. We've already seen eight trillion dollars committed in twenty twenty five in quarter one. 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

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to take care of payroll, benefits, compliance and more. Again, that's justworks dot com, slash podcasts. Eight trillion. I'm going to repeat that eight trillion dollars committed in quarter one. So this started in twenty twenty three. We saw investments coming back already in twenty twenty three, we've seen the US already start allocating to this, but now we've taken it to a whole nother level. This is a four

year plan to industrialize the economy like we've seen before. Now, if we take a look at this, we can see in some charts here, this is the total manufacturing construction spending, and this is going back to two thousand and nine, and you can see that construction spending had stayed sort of somewhat flat since the great financial crash back here in two thousand and eight, two thousand and nine. But you can see right here in twenty twenty three we're

talking about how it absolutely exploded. And of course this doesn't include quarter one of twenty twenty five that we're already in. Now, I also want to show you this chart right here, which is you can already see the global demand for data center capacity and how it's tripling by twenty thirty, expected to go up about thirty percent

compounded annual growth rate. And again that was before the eight trillion dollars that was just committed this first quarter of this year for the Trump administration, this renewed push to reindustrialize the economy like we saw in nineteen forty four. Okay, now we want to understand some bottlenecks. As investors, we're looking for storms, we're looking for problems, and then we're looking for solutions to those problems. And what we're typically

looking for is what I call the mismatch multiplier. Where are things offsides? That's where we want to look at. So we understand that in order to do this this number one imperative that started again pre Trump and Trump is reinforcing doubling down, there are massive bottlenecks in this. Right, we can't forget the inputs. You want the output you want the building, Well, what are the inputs that go

into that? And that is the raw materials. Now, the US has outsourced most of this, the metals, the minerals, all the processing because it's not environmentally safe, it's dirty, and the US doesn't really want anyone to do it here, so they don't give permits and things like that, as a matter of fact, because of that, because the US doesn't really want to hear because they make it so difficult. Minds typically take anywhere from ten to twenty years to

bring online. So right now it's like, hey, we need these minerals or earth elements, copper, et cetera. Like let's go get it. Okay, get back to me in twenty years, bro, Like that's not going to work. We need it right now. Now. Tariffs may push prices up before supply can catch up. That's the problem. But what we can see is that there is a big demand to unleasht As a matter of fact, here's a tweet from Donald Trump and he says, like our steel and our aluminum industries, our great American

copper industry has been decimated by global actors. So our minerals are steel, our aluminum, our copper decimated. To build back our copper industry, we want to build back the copper industry. I've requested my Secretary of Commerce to study copper imports and to end unfair trade. So that's the terriffs that we're putting into place and build back our American copper industry. Why, because we can't build ai data centers without it. We can't build ev charging stations without it.

We can't build all these new factories and manufacturing centers with automation without it. Without these inputs, specifically, as he says here copper, we just can't do it. We need other things as well. Where earth elements, there was just a deal signed with Ukraine to get the wrarewth elements from there. We also the United States is already the second largest producer of earth elements in the world. We just don't produce enough for our own needs. We can

turn that back up as well. So right now we can see we're in a massive metal bottleneck, but no one seems to be pricing it in. That is what we're looking at. There's a bottleneck no one's pricing in. So what happens elementary one oh one supply and demand, more, demand goes up, supply stays constrained. What happens to the price. All right, So let's think through some of the consequences of this. We understand we're reindestrillizing the entire US economy.

We have over twenty two percent of GDP committed just in one ear. Imagine the growth. Imagine one from single digit growth to five six ten percent GDP growth. Those numbers are unheard of. But with all good intentions and all big plans, which I think are realistic, it doesn't mean it's a smooth road. There's lots of bumps and problems that can happen along the way. What we call you know, volatility, and that is our opportunity. So we

think through the consequences of the dangers. Obviously, we could have all types of delayed projects because lack of materials, which could lead to massive inflation. If if we don't get enough materials, the prices start getting bid up, causes price to come up. We talk about inflation rising potential job losses there because people are being committed to work on these jobs. If they can't get the supplies they need, then they have to start laying people off. We don't

want that to happen. We want jobs to go up and we want inflation to stay down, so we need to bring more product to market. Also, this leads to missed opportunities for economic growth. So the Trump administration obviously

wants to get the GDP growing. We just posted a GDP loss, a quarter loss, but if you look through the data, it's because of this one time tear sugar rush I call it that we had where we imported a bunch of goods forty percent increase in imported goods to sort of offset this tariff, and the GDP counts that as a negative. Anyway, if you want a video on that and what the GDP numbers really are so you can make better decisions, let me know in the comments down below. We can make that video. But the

opportunities are for us. We want to think about the optimistic side of this is that there's demand for critical minerals, massive, massive demand, significant opportunities here because the US needs these. I just showed you Trump saying steel, aluminum, copper, raref elements. We need them in the US. We can't depend on supply chains. They need to be here, and they need

to be here right now. As a matter of fact, Trump already put several executive orders into place to fast track permitting to get these up and running, working through with all fifty states. Any project over a billion dollars is getting basically green lit to go forward. Other opportunities. I think about bitcoin and minerals together, both are scarce assets, and that's one of the reasons why you see bitcoin going up and minerals are going to do the same

thing because they're scarce assets. All right, back to the rest of the video. How do we use this information? Well, again, like I said, we have a mismatch multiplier. So we understand that all of these things that are going to be essential to rebuild the United States, the steel, aluminum, copper, rareth elements, et cetera. And we understand that things are volatile all right now. What I call the volatility is the difference the perception, the difference of reality and perception.

So oh my gosh, you know copper, nickel, illuminum, it's going to go to the roof. Oh it didn't go up as fast as I want. Oh no. Now look at all these contracts, oh no. And so each one of these is our opportunity. But what we want, really want is when things get overstretched, we want this mismatch to get multiplied. We want to grow really, really fast, and I think that's what we're seeing right now. So typically when we see that as investors, we want to

push in number two. We want to understand that this is a new industrial era that we're going into. Just like we saw about eighty years ago. This could be the greatest mobilization industrialization of a nation that we've ever seen. Could lead to massive economic games if you're in the right areas. It's sort of a manufacturing renaissance. Just like in nineteen forty four, again we saw that work of productivity increase. And in order for us to do this again,

the work of productivity has to increase. So we need things like AI, automation and good thing we have those things, and so look to those areas. And then for us, what we want to do is we want to be able to front run the news. Right Trump put the executive orders in this year. It's not all over Wall Street Journal and CNBC telling you to buy this stock right now, but we see the groundwork that was laid.

This is our opportunity to front run that. Hey, we see these executive orders are going in place, we understand the imperative, we see second, third, fourth order effects, and so we get there, as they say, before the puck gets there. And if you really want to know what the whole game plan is with all the executive orders that went into place, and what the actual plan is, not the terriffs but the plan, then you probably want to watch this whole video right here where I break

it all down. Otherwise, let me know what you think with the thumbs up thumbs down if you you don't like the video, but at least tell me why in the comments down below. And that's what I got to your success. Wow,