Trump's Secret Plan To Save The Dollar From China

0:00 we're counting down towards some big catastrophic event.

0:04 Uh the dollar is becoming more vulnerable.

0:06 It's approaching some sort of black swan event

0:08 or major economic change threatening its reserve status.

0:12 If you look past the surface level,

0:14 the Chinese connection in all of these events,

0:17 this goes much deeper than people realize it does.

0:20 The Department of War now had no idea how many of its essential resources,

0:26 the metals that go into missiles, radar systems, and everything we need to keep

0:30 the country safe was completely dependent on China.

0:33 Oh my god.

0:34 We have things that go into missiles where

0:37 100% of the supply chain is Chinese controlled.

0:40 and they didn't even think to look until the United States economy is going

0:49 through some of the biggest shakeups that we have seen in many of our lifetimes.

0:53 In 2025, we saw the tariffs put on countries around the world.

0:57 In 2026, we captured the president of Venezuela,

1:00 and now the United States is still attacking Iran,

1:03 and there's a lot of conflict in the Middle East.

1:05 Now, the reason I want to make this video specifically is because there's one

1:08 common denominator with all of these changes

1:10 that are happening geopolitically, and that's China.

1:14 And that's why today I wanted to sit

1:15 down with my firm's head of investing research,

1:18 Jackson, to dig a little bit deeper.

1:20 Do you agree that a lot of this has to do with China?

1:22 And if so, why is the United States so concerned about China?

1:26 Just read, I think the major common denominator between all of these is China.

1:31 And if you look past the surface level,

1:33 the Chinese connection in all of these events

1:36 goes much deeper than people realize it does.

1:39 And the US has a lot of reasons to be concerned about China.

1:42 But the biggest and sort of most glaring is for years now,

1:46 we've been projecting that the Chinese economy will outgrow

1:50 the US economy to become the largest single economy on Earth.

1:55 And those projections, while they've slowed, are still on track.

2:00 And if you look at actual production power,

2:02 China is currently ahead of the United States.

2:05 So I've heard that too and I've talked about that pretty extensively

2:08 that I think it's like somewhere in the next decade or so,

2:10 China is projected to be the largest economy in the world.

2:13 Obviously that's a threat to the United States because

2:15 then we would not be the largest economic superpower.

2:18 But what does that mean to the average person?

2:20 And what should the average person be paying attention to?

2:23 Because there's all this talks about China.

2:25 There's all this talks about the dollar dollization,

2:28 the dollar losing value, inflation.

2:31 Break this down for us.

2:32 Talk about why we should be paying

2:34 attention and then where the opportunities are.

2:36 So, you and I benefit a lot from the US

2:39 and the US dollar being the global reserve currency.

2:42 We benefit from it in ways that we don't even realize.

2:46 And what I mean by that is what is a global reserve currency, right?

2:51 It is the currency that is sort of kept in mass internationally.

2:57 Large stores of currency are being kept

2:59 to sort of be strategic reserves of various governments.

3:04 They keep a lot of value in the US dollar.

3:06 The US dollar is the de facto currency for a lot of international transactions.

3:12 If you look at major trusts out of the World Bank and how foreign

3:16 aid from various countries uh from various

3:19 NATO initiatives affects many countries around the world,

3:22 they're denominated in the US dollar.

3:24 And the US dollar has purchasing power

3:27 beyond its capabilities in the United States, which is relatively rare.

3:32 There are a few major currencies,

3:35 the great British pound is another one uh as well as the Chinese

3:38 R&B where the value of that currency actually goes beyond its borders, right?

3:44 That currency has value abroad.

3:47 But the US is sort of the deacto currency for a lot of things.

3:51 Have you heard the term the petro dollar?

3:53 I have.

3:53 Yes.

3:54 the US dollar.

3:55 A lot of Middle Eastern currencies,

3:57 a lot of transactions in petroleum are linked to the US dollar.

4:02 So, it ends up being the currency that sort of controls the flow of energy.

4:06 So, because we have the world's reserve currency,

4:08 this United States dollar, it has more power.

4:12 Your paycheck has more buying power,

4:13 your savings have more value because we're the world's reserve currency.

4:17 And you're kind of hinting at that one of the reasons why we are

4:21 holding on to the world's reserve currency

4:23 is because we are the world's largest economy.

4:26 If we are surpassed by China, China becomes the world's largest economy.

4:31 Is the concern now that the Chinese yuan

4:34 could replace the dollar as the world's reserve currency?

4:37 Because a lot of people say there's no way

4:39 that the yuan could take the place of the dollar.

4:43 That's a fair assessment and it wouldn't happen overnight.

4:45 But again, we have to look at world history

4:48 and the global reserve currency has been replaced in the past.

4:53 The pound sterling, the great British pound was

4:55 the global reserve currency for a long time.

4:58 Believe it started back in the Victorian era,

5:01 maybe even before that, but through sort of the bulk of British colonialism.

5:05 The the pound sterling was the global reserve currency.

5:08 And it took two world wars,

5:11 the complete obliteration of the manufacturing capability

5:14 of the United Kingdom and the rise of US dominance,

5:18 world dominance to sort of replace it.

5:20 Now, a lot of our allies are actually treatybound

5:24 to use the US dollar as a global reserve currency.

5:27 And what we see is a lot of smaller nations just kind of follow suit.

5:32 Basically, everybody's doing it, so they do it, too.

5:34 But we've seen this rise especially

5:36 in the Chinese-led bricks alliance of uh Chinese R&B,

5:41 the Chinese yuan becoming a larger part of the currency

5:46 reserves of various nations both within the bricks alliance and without.

5:50 So, I want to talk more about a couple of things you just mentioned,

5:53 which is this bricks alliance,

5:55 but I want to go back to what you said about the petro dollar just

5:58 for a second because the United States

6:00 dollar used to be backed by physical gold.

6:04 And so, what that meant was the dollar had value,

6:06 not just because it was the world reserve currency,

6:09 but because there was this wealth or gold that backed it.

6:12 That changed in 1971 when then President Richard

6:15 Nixon took the dollar off of the gold standard.

6:18 After 1971, now the dollar became fiat currency.

6:22 It's just backed by a promise that this dollar has value.

6:25 Then 1974 was when this petro dollar system was established,

6:29 which was where the United States and Saudi Arabia work together to say,

6:34 "Hey, all oil transactions globally have to be priced

6:37 in the United States dollar." Why does that matter?

6:39 Like you mentioned, if transactions are happening

6:42 with the United States dollar around the world,

6:44 people naturally have trust in the dollar because they're using the dollar.

6:49 But you mentioned this idea of treaties in NATO to use the United States dollar.

6:54 Well, the petro dollar system started between

6:56 the United States and Saudi Arabia where they said,

6:59 "We're going to sell all oil in the United

7:01 States dollar." As of just a few years ago,

7:05 Saudi Arabia started selling oil in the Chinese yuan.

7:09 So that is where now people are starting to get concerned

7:12 that sure maybe the United States dollar was valued because of oil,

7:17 but we're starting to lose that value

7:18 and the Chinese yuan is starting to pick that up.

7:22 So why does that matter now for somebody listening to this?

7:27 So there's a lot of things to cover here and I think it's good

7:31 to just for hygiene go over the basics of what fiat currency actually is.

7:36 So yes, the dollar was moved off of the gold standard.

7:40 All the world currencies were moved off of the gold standard.

7:42 One of the reasons that we did that is because

7:44 we weren't pulling gold out of the ground fast enough.

7:46 There's just not enough gold.

7:48 And so it actually limits your ability to grow your GDP

7:51 by how much gold you can sort of amass to back it.

7:55 Now fiat is a Latin word meaning proclaimed or to proclaim.

7:59 A lot of people like to say that fiat currencies are kind of worth nothing.

8:03 That's not true.

8:04 It's worth the economic power of the United States.

8:08 It is for all debts, public and private.

8:10 That is a mandate.

8:11 You have to use the dollar in the United States.

8:14 And as long as our government is around, the US dollar will have value.

8:18 Now, by being a reserve currency and being something like the petro dollar,

8:22 it adds to that value because it says not only will you

8:25 always be able to go back and purchase things in the United States,

8:29 but you'll be able to conduct oil transactions.

8:32 you'll be able to sort of have this purchasing power

8:36 in the global economy and not just in the US.

8:40 And so it's it gives this the value to this dollar

8:44 and protects the dollar from a lot of hyperinflation

8:47 from a lot of deflationary practices and as that erodess

8:52 over time so does the economic power of the United States.

8:57 Well, you mentioned something very interesting that the United States

9:00 says you have to transact with the United States dollar.

9:04 Yes.

9:03 But the Trump administration has also been pretty um in favor of crypto,

9:09 Bitcoin specifically.

9:11 Uh and so we've heard about, you know,

9:13 the strategic Bitcoin reserve and all these other things.

9:16 So wouldn't that this whole idea of Bitcoin,

9:19 especially if the United States is supporting it,

9:21 kind of counteract the value of the United States dollar?

9:24 If you think of cryptocurrency as currency, yes,

9:30 but we also keep strategic reserves of other currencies as well.

9:34 And we keep strategic reserves of things like gold.

9:38 In its current iteration,

9:39 cryptocurrency is more of a commodity than it is a currency.

9:43 It's not good for transactions.

9:45 Bitcoin specifically, the node structure is fairly old.

9:48 It takes a long time.

9:49 If you were to ever have a credit card

9:51 that used Bitcoin and you swiped it at the grocery store,

9:53 it would take about half an hour for that transaction to go through.

9:56 Wow.

9:56 And there are people I know people who call themselves Bitcoin Standard,

9:59 which means they believe it is the currency

10:01 of the future and what everyone will use.

10:03 And they actually go to the store and when

10:05 they tap their card or tap their phone,

10:07 they're using a service that converts it back to US dollars

10:10 to then do the transaction because the grocery store takes takes US dollars.

10:14 It doesn't really weaken the dollar as long as there's

10:17 not this widespread adoption of Bitcoin or of cryptocurrencies.

10:22 We've seen a large push towards stable coins.

10:25 That's kind of the hot new term.

10:26 There's been a lot of talk that the US might have a stable coin.

10:30 What is a stable coin?

10:31 A stable coin is a cryptocurrency that is tied

10:34 to a specific asset to make sure that it is stable.

10:38 So the United States dollar, yes, most of them, almost all of them

10:41 are actually pegged to the United States dollar.

10:44 And that is actually good for the dollar.

10:47 It adds more of that, we'll say, global certainty, right?

10:51 More of that power because it's not just the currency in the United States.

10:55 It's also the currency of anyone using a stable coin like Tether.

10:59 And if you look at the developing world,

11:01 they are largely adopting stable coin practices and digital currencies.

11:06 If you look at rural and agricultural uh areas in the world,

11:12 South America, parts of subsahar and Africa,

11:14 they'll have a lot of countries and a lot of currencies

11:17 and very little banking infrastructure over a fairly large area.

11:21 And so it's not uncommon for somebody to cross a border

11:25 into a new country and work there for 3 to six months,

11:27 get paid in different currency,

11:29 have difficulty getting that back in their home currency

11:31 or spending it at home or sending it home.

11:34 and digital banking and digital currencies are changing a lot of that.

11:38 And the result is a lot of them are

11:39 using stable coins that are tied to the US dollar.

11:42 So those are actually becoming US dollar economies and they don't even know it.

11:46 Wow.

11:47 That's I never even thought about it that way.

11:49 But I want to go back to China.

11:50 Yeah.

11:50 Now,

11:52 so we've kind of established that globally, well maybe let me re ask you this.

11:58 Is the dollar then losing status globally or is it

12:01 gaining status globally based off of the discussion of stable coins

12:06 on stable coins and digital currencies?

12:07 I think the dollar is actually gaining stability.

12:10 The US dollar is under more threat now than it has been in the past.

12:14 It's not a sure thing that darization is going to happen.

12:19 It certainly will not happen in the short term.

12:21 And if it does happen, it will be a long slow process.

12:26 the threat is growing, but we're not there yet.

12:28 It's this like this idea of the doomsday clock, right?

12:31 It's we're kind of counting down towards some big catastrophic event.

12:35 Uh the dollar is sort of approaching it's becoming more vulnerable.

12:39 It's approaching the possibility of some sort of black

12:42 swan event or major economic change threatening its reserve status.

12:46 But it it hasn't happened yet.

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14:07 And so, this is now let's go back to what I was starting this discussion with.

14:12 We have now this conflict between United States and China, right?

14:15 We we've known that even before the Trump administration

14:17 that the Chinese economy is growing faster than the United States,

14:21 but now it looks like we're trying to actually in a way fight China.

14:25 Yes.

14:25 But not actually fighting them.

14:26 I mean, when we announced these tariffs,

14:28 some of the biggest and largest tariffs were on China.

14:31 Why?

14:31 Because we wanted businesses to leave China to, yes,

14:34 bring manufacturing back to the United States,

14:36 but also hurt the Chinese economy.

14:38 When the United States invaded Venezuela, well,

14:41 Venezuela is one of the or their largest seller of oil.

14:44 They were selling oil to China.

14:46 And so, they intercepted that oil source for China.

14:50 Iran was a large producer of oil for China.

14:53 And Iran was selling that oil at a big discount to China below market value,

14:58 which gave China an edge to produce products cheaply.

15:01 And so it seems like the United States is

15:04 almost like trying to fight China economically as a way

15:08 to try to slow down their growth because we're worried

15:13 and concerned that China is going to beat the United States.

15:17 Yes.

15:18 And I think we can look at a historical example here.

15:20 If you were to ask the average American at the height

15:22 of the Cold War if we were at war with Russia, a lot of them would have said no.

15:28 Really?

15:28 Yeah.

15:28 My father was a Vietnam veteran and he, you know,

15:30 he came back and he saw that firsthand that a lot

15:33 of people didn't realize that thought we were just in, you know,

15:36 colonial conflicts all over the world and didn't realize that this was

15:39 part of this greater thing that we were calling the Cold War.

15:42 Conflicts don't look like they used to.

15:45 There's this idea that they're fought through proxies.

15:48 Israel being a famous proxy of the United States

15:50 and Hezbollah in Lebanon being a proxy of Iran and there's

15:55 this additional level of economic dominance and global supply chain

16:01 and when it comes to global supply China has actually been

16:03 beating the United States for a while and we're just

16:07 now realizing that and again it's hard to imagine that Venezuela

16:13 like oh we want to get rid of Maduro we

16:15 want to oust the sort of terrorist leader leader of Venezuela.

16:19 What does that have to do with China?

16:21 As you mentioned, I believe it was 80% of all

16:24 oil coming out of Venezuela was being sold to China.

16:27 Now, they're signing treaties to sell it to us.

16:30 That is a massive swing.

16:32 We're looking at Iran and their sort of oil pipelines.

16:36 And yes, it's sold to China.

16:37 It's actually named something else.

16:39 They sort of change the labeling on it before it gets there,

16:41 but they were a big supplier to China.

16:43 What else happened in the Middle East right before this?

16:46 We had the UAE leave OPEC.

16:49 The UAE major producer of oil, also member of the Chinese-led Bricks Alliance.

16:55 We have been fighting China in the Middle East about

16:57 energy consumption and the energy supply chain for years now.

17:02 Russia's involved in this, too.

17:04 Remember, as Russia invaded Ukraine and that conflict began,

17:09 Russian oil exports to Western allies dropped by over 90%.

17:13 Uh, it's closer to a full stop.

17:15 It just kind of depends on how you're looking at the supply chain.

17:18 But China came in and said, "Look, we'll keep buying Russian oil.

17:21 We have no issue with that.

17:22 Cut us a nice discount, give us that competitive edge,

17:26 and sure, we'll keep buying Russian oil." And so,

17:28 we've seen Russia manage to sustain itself despite losing

17:32 most of its customers by still selling to China.

17:35 So, this is where I get a little bit confused.

17:38 I want to dig into this with you because there's this, like you mentioned,

17:42 this economic conflict with China.

17:44 So everything with the tariffs, Venezuela, Iran,

17:46 all this is kind of in a way to fight China.

17:49 But now because of these economic conflicts,

17:52 we're also risking the health of the United States dollar because the most

17:58 recent impact of the war in the Middle East is oil prices.

18:01 Oil prices have shot up.

18:04 Everybody sees gas prices are expensive.

18:06 Grocery prices are going up.

18:07 We just got the recent inflation report which

18:10 showed that if you take out energy prices,

18:12 you take out food prices, inflation is almost double where we were 3 months ago.

18:17 Now, if you add in energy costs, you add in food costs,

18:19 inflation, I'm sure, is even higher than that.

18:23 So, when you have these concerns about inflation,

18:26 that now brings back concerns about the United States dollar.

18:29 So, we're trying to fight the Chinese economy,

18:33 but we're also are we hurting the United States dollar by doing that?

18:37 Yes and no.

18:38 It's nuanced.

18:39 It comes down to the sort of larger strategic plan and experts are divided

18:47 on whether or not it's working or it will work in the long term.

18:51 But one thing that China is very good at where the US has struggled is

18:57 again we keep coming back to this idea of the dollar and the reserve currency.

19:01 China is more of an assetbased country and they work

19:06 more in absolute value and they're less concerned about about currency.

19:10 Think what is a currency?

19:11 It's a trade note, right?

19:13 Currency only has value in its ability to purchase things for you.

19:18 It only has value in its access to goods and services.

19:21 We've been obsessed with making sure that the United States dollar

19:25 has the best access to goods and services in the world.

19:28 China's been more concerned with the Chinese government controlling

19:32 the supply of the actual things you buy with currency.

19:36 Have you heard of Chinese commodity price crashing?

19:42 Yes.

19:41 Yeah.

19:41 So, it's this idea where China is coming

19:45 in and just flooding the market with commodities.

19:49 And uh this happened very notably in lithium.

19:52 lithium carbonate had climbed to somewhere around $80,000 a ton,

19:57 which isn't realistically an absurd price, but had climbed that high,

20:02 and it dropped to under $10,000 a ton

20:05 because China flooded the market with their strategic reserve.

20:08 And they lost a lot of money on that.

20:10 They absolutely harmed their value stores by flooding the market.

20:16 Why did they do this?

20:17 Well, because it's so expensive.

20:19 Because it's needed for so many things.

20:21 Because electrification was picking up,

20:23 we had a lot of companies and a lot of countries going and saying,

20:26 "We want to we want to mine lithium carbonate now.

20:29 We want to start up an operation.

20:30 We want to start producing this and selling it." Well,

20:32 when the price crashed, these companies couldn't find funding.

20:36 These new operations shut down.

20:38 What happens?

20:40 Well, all right.

20:41 It's it's $10,000 for so long.

20:44 All of the new operations shut down.

20:47 Who's in control?

20:48 China.

20:50 80% of the world's lithium is moving through

20:52 the Chinese economy before it gets anywhere else.

20:55 Now, everyone's given up because it wasn't profitable.

20:57 So, what happens?

20:58 The price starts to creep back up.

21:00 They start to rebuild their reserves.

21:02 They take that hit to the money they

21:04 have to maintain control over the entire supply chain.

21:09 Interesting.

21:09 But that's kind of like we've seen this in the startup world all the time.

21:12 like Uber goes into a new market or when they were growing,

21:15 they would underpric lift.

21:17 They would underpric the taxis,

21:18 lose money on every single ride just to get the customers once they had

21:23 you at a user and they knew that people started to use lift Uber regularly.

21:27 Then they started jacking up the prices and they

21:28 knew that you're not going to leave now because

21:30 you don't want to go to a taxi

21:32 or a lift and that's when they started making money.

21:34 So you're saying China is essentially doing that but from the government level,

21:37 not from the country level, the company level.

21:39 And lithium is just one example.

21:40 China does this all the time.

21:42 It's this widely studied thing and actually we have several congressional acts

21:48 moving through the government right now to try to establish a critical

21:51 minerals uh price floor which says that the US and western

21:56 allies basically anybody that we can sort of enforce our economic will

21:59 on has to set a minimum price floor for critical minerals

22:04 and this might extend into other commodities or other things might be declared

22:07 minerals as well and the the price of it this commodity cannot

22:12 go under that and that is to protect companies from Chinese price crashing.

22:18 Now again our influence and our ability to enforce this globally

22:23 well that's limited by the dollar as a reserve currency.

22:26 It's limited by our trade alliances.

22:28 It's limited by our general economic strategery around the globe.

22:33 Right?

22:34 All of a sudden, we have this price floor

22:36 where our companies have to pay X to get lithium,

22:40 copper, neodymium, rare earths, all these things.

22:44 Well, do we think the Chinese Bricks Alliance is going to abide by that?

22:49 Do you think they're going to care?

22:50 Or are they going to potentially leaprog ahead of us because

22:54 all of their companies are buying at half of what we are,

22:58 a fourth of what we are?

22:59 I want to dig deeper into metals because

23:01 I know you are a real specialist in metals and I don't know if all the listeners

23:06 know this but you head our firm's investing research.

23:10 So we publish a a newsletter for investors.

23:12 We also sell research to institutions uh raas and other things like that.

23:18 But when you go out and do this research you're not just like reading chatbt.

23:23 You're going out and talking to people.

23:26 You've been to minds around the world.

23:28 You've been invited into congressional summits learning about I think

23:31 you went to the recent congressional summit of minerals, right?

23:35 I'd actually love to touch on that too

23:36 because it really highlights some of this.

23:38 Uh I was at it was end of 2025, December 2025,

23:42 I was in a congressional summit for uh rare earths and critical minerals.

23:46 In that summit there was a this is in Washington DC

23:49 in Washington DC uh you know at Congress there

23:53 was a retired admiral still working with the DoD

23:57 still working in the defense space and he

23:59 was very candid and he said the the DoD

24:02 had or the department of war now had no idea how many of its essential resources

24:09 the metals that go into missiles into radar systems

24:12 into everything we need to keep the country safe oh my god

24:15 was completely dependent on China.

24:17 We have things that go into missiles where 100% of the supply chain

24:22 is Chinese controlled and they didn't even think to look until last year.

24:27 And so now they're going through and doing a sort of self-inventory.

24:31 They're looking at how much of their supply chain is

24:33 vulnerable and how much of that is controlled by adversarial nations,

24:36 not just China, but adversarial nations in general.

24:39 And I mean, it's shocking.

24:40 It's it's completely shocking how much we rely on China and other

24:46 nations to give us these things that we need to make weapons,

24:51 we need to make defense, we need to make boats and missiles and helicopters.

24:55 At the same time, it's no coincidence now we're seeing ideas of price flooring

24:59 and strategic reserves and all of this scrambling

25:03 to restart mines here in the US.

25:05 The US government is buying up equity in rare

25:08 earth processing and mining companies left and right.

25:11 And the one thing they have in common, they're in the US or in Canada.

25:14 They're trying to onshore or nearshore basically

25:16 bring that production mining and production home.

25:20 So that China can't just say, you know what, no more rare earths.

25:23 That's it.

25:24 You guys don't get anymore.

25:25 Which is what they did last time we had a major trade disagreement.

25:29 So the reason why I think that's important

25:31 for the average person to understand not just to say oh

25:34 you know understand what's going on with lithium or copper

25:37 but understanding that all of these changes create investment opportunity

25:40 because you know we're not a political group here

25:43 we are a research organization and we have investment research

25:48 that we publish and we have a fund that you

25:51 manage and I'm going to I wanted to talk about metals

25:55 specifically because this was a big win for you

25:58 because you had all this this knowledge which we were

26:00 publishing and you were talking about these metals because

26:04 at the end of the day I'm going to take one

26:05 step back investing as an active investor not trader

26:09 but active investor for the long term is understanding where

26:13 the money is moving and investing your money into that industry

26:18 or stock or fund before everybody else knows about it.

26:24 So you talk about these metals.

26:26 There's all these geopolitical events happening

26:28 between the United States and China.

26:30 The United States is buying these metals from China.

26:32 Whether you care about lithium or whatever, it doesn't matter.

26:35 But we're buying all these metals from China.

26:37 And we need these metals for things like our defense.

26:40 We also need them not just for missiles,

26:42 but also for our iPhones and for other technologies and cars.

26:46 So our entire economic e

26:49 Chad GPT problem GPT our entire economic ecosystem relies on these metals.

26:56 Now we get into these, you know,

26:57 tariffs and trade disputes with China and China says,

27:00 "No more rare earths for you." And you immediately said,

27:04 "Uhoh, this is going to create some sort of investment

27:07 opportunity." And that's when you started digging into these metals.

27:09 And that's when you were able to find some

27:12 very lucrative and successful investment opportunities obviously for our fund,

27:15 but also for uh the people that have been subscribing to your research.

27:20 How do you find these investment opportunities?

27:24 And just for anybody who's listening, if you do want to learn more about

27:28 how our firm comes up with investment research

27:30 and our u methodology for the research and our entire

27:34 how do you start investing and find investment opportunities,

27:36 I have a free investing master class you can go through.

27:39 That link is for you down in the description.

27:41 When you sign up for the master class,

27:42 you're also going to get access to market briefs,

27:44 which is our free newsletter for investors where we

27:47 break down what's happening in things like the economy,

27:49 housing, stocks, crypto, and global markets.

27:51 So, if you want my investing master class and market briefs all for free,

27:54 all you have to do is sign up and I

27:56 have the link for you down in the description.

27:58 Now, Jackson, why and how do you find

28:01 these opportunities and how does that create opportunity?

28:04 Because we talk about all this stuff with China.

28:07 Some people hear this and get scared.

28:08 Some people hear this and say, "Oh my god,

28:10 this is amazing." Doesn't matter what the emotion is.

28:12 What we talk about here is anytime something changes, there's opportunity.

28:18 So now somebody who is hearing all of this stuff,

28:21 where should they start looking for opportunity?

28:23 What does this mean?

28:24 You know, we we approached this with what I

28:27 guess at the time Wall Street considered a crazy tactic,

28:31 which is we said a guy who is pulling metal out of the ground or runs

28:35 a metal operation probably knows more about

28:38 it than somebody at a JPM trade desk.

28:41 JPM meaning JP JP Morgan trade desk.

28:44 And if you look at Wall Street and institutional investors,

28:47 and this is where they really dropped the ball

28:49 on this, they've operated under this system that says

28:52 we're going to model risk and model value

28:55 based off of historical data and historical price points.

29:00 Well, the problem is a lot of these commodity based things and a lot

29:04 of technological based things are worth more

29:07 in today's economy than they were 10 years ago.

29:11 So the averages from 10 years ago really aren't as important anymore.

29:16 And what we're trying to do is talk to people on the ground,

29:19 talk to people in the industries and look into the future and say,

29:23 "Okay, it's worth this much in today's economy, which is probably undervalued.

29:27 What is this worth 10 years from now?

29:30 What is neodymium going to be worth in the economy of 2035,

29:34 right, of 2045?" And that was our starting point.

29:39 And I want to drive home, you know, we do all this kind of macroeconomic

29:43 talk and macroeconomics is kind of my specialty,

29:46 but that is to identify opportunity.

29:49 If you understand how the economy works,

29:51 you can understand how these things will be valuable now and in the future.

29:56 And I want to dig a little bit deeper into that because I think there's

30:01 a uh false understanding of how investing works

30:06 or or maybe different perspectives of how investing works.

30:09 Yes.

30:10 Because I think for the average person,

30:12 and I'm saying this because I've talked to a lot of people,

30:15 uh, investing is I'm going to open up a Robin

30:18 Hood account or or whatever brokerage, it doesn't matter,

30:20 and I'm going to go on to Reddit or CNBC or YouTube and watch a random

30:24 guy on the internet and I'm going to see what stock somebody is talking about,

30:28 and they're going to say, uh, Nvidia is going to take over the world,

30:32 so I'm going to buy that stock.

30:34 And what you're saying is something a little bit different.

30:36 And it takes obviously a lot more work,

30:39 but you're saying you're digging deeper beyond

30:42 just like what people are talking about.

30:44 You're looking into where is the economy moving?

30:49 Yes.

30:48 And where is money moving?

30:50 And it's hard.

30:53 There's no way around it because people are going to say,

30:54 "Well, Jackson, how do I do that?" It's hard.

30:57 I mean, people can.

30:58 They can.

30:58 I mean, we're not saying you can't.

31:00 So, I guess walk us through your methodology.

31:02 How do you do it?

31:03 Yeah.

31:03 So, I'm actually in the midst of research uh

31:06 right now and I guess as a little special bonus,

31:08 I think one of the things of the future is going to be magnesium.

31:11 That's what I'm currently looking into.

31:12 Although there's not a lot of great retail angles into it right now.

31:16 Um but I'll start by just understanding

31:18 I'll see an expert analysis, a white paper,

31:21 a trade industry report that talks about the vulnerability

31:24 of the magnesium supply chain or a private company

31:27 that is doing a series A round that wants

31:29 to start mining magnesium and producing magnesium here in the US.

31:33 and then I'll go, "Huh, that's interesting." And just start diving into it.

31:37 And you have to you have to really understand the language of whatever industry

31:43 you are researching and need to be able to kind of process their trades.

31:47 Uh in the sort of new era and if you're

31:49 at home trying to do it on a smaller level,

31:52 you can probably use AI to help you through this process.

31:57 Chach or Claude or Chach Claude probably take a prompting course first.

32:01 If you just go in and say like, "Hey,

32:02 tell me everything there is to know about investing in magnesium

32:05 or I think this is going to be a good thing to invest.

32:07 Tell me how to do it." You're not going to get good results.

32:10 But if you learn how to prompt properly and you learn how

32:13 to use it as a tool to help you gather industry reports,

32:17 know where to look, you know,

32:19 have it find out where experts in that field are looking.

32:23 um conferences, trade shows,

32:25 going to various events where these experts are and talking to them directly.

32:31 That is ultimately the best way.

32:33 No one will understand the industry better

32:35 than the people that are running the industry.

32:37 Uh next month, I'm actually going

32:39 to an event called World Mining Congress in Lima,

32:41 Peru, because that's where they're all going to be.

32:44 South America is one of the biggest mining hubs in the world.

32:47 All of the executives from all the companies are going to be there.

32:49 If I want to talk to scientists that are actually

32:51 pulling this stuff out of the ground and processing it, that is the place to be.

32:54 And ultimately, that is the best approach is to talk to people in the industry,

32:59 cultivate these contacts, read their trade papers,

33:02 also be very familiar with the government, right?

33:05 Government funding, government uh regulations and restrictions,

33:09 not just what they are today, but where they're going.

33:12 What is moving through the house right now?

33:14 What is anything at all being done to set up a strategic reserve

33:17 to try to onshore production to try to limit our reliance on Chinese supply?

33:24 You really have to understand these things and talk to the people.

33:28 And then after all of that is done, after you have all of the information,

33:32 then you also do need to do some traditional Wall Street stuff.

33:34 You got to start bringing in finance.

33:36 You know, don't ever invest in a company

33:38 that you again you just hear a random guy

33:40 on the internet talk about or that you don't

33:42 understand their finances or you've never looked at their numbers.

33:45 That's just not smart either.

33:46 It's gambly.

33:46 Sometimes it works, sometimes it doesn't.

33:48 Have this have this ultimate understanding of the economy

33:51 and the industry and then start to layer in finances,

33:55 risk modeling, quanting, long-term projections, price targets.

34:00 put all of that after you really understand

34:03 the world economy and sort of where things are moving.

34:06 I think that's, you know,

34:07 the difference between a professional and the average person.

34:11 Now, the average person should be an investor.

34:15 Don't be overwhelmed by what Jackson's saying.

34:17 That doesn't I want to make sure that that's clear like this is what

34:20 you do for a living and this is the only thing that you do.

34:23 I know you eat, sleep, breathe this stuff.

34:27 Uh this is not to say that the average person shouldn't try that.

34:30 they shouldn't invest their money, that they shouldn't do things on their own.

34:34 But there's layers to the game, right?

34:35 There's levels to the game.

34:36 And so there's, you know,

34:38 the person that's just investing their money in the S&P 500.

34:40 It's a great place to start.

34:42 Then you can take it to the next level and you start, you know,

34:44 dabbling in whatever research you want

34:46 to and trying to find where the opportunities are.

34:48 And then there's the real professional level, which is what you're doing.

34:51 And so it's the whole idea is the more work you

34:54 put in, the idea is you're trying to get slightly better returns.

35:00 Yes.

35:00 Because if you can get slightly better returns,

35:02 every additional percentage point of return can lead to a lot more wealth.

35:08 Is it guaranteed?

35:09 No, absolutely not.

35:09 Investing is risky.

35:10 But the whole idea is you are spending all of your time,

35:14 energy trying to identify where opportunities are.

35:17 And so far it has done well.

35:19 Like we have reports and research audited.

35:22 We've been beating the S&P 500 since inception, which is nice.

35:28 But I say this to help the listener

35:33 understand that if you are investing your money,

35:35 just understand that if you want to really invest, you have to have a strategy.

35:43 Don't just blindly throw your money in places.

35:46 There's a difference between a long-term investor and just being a trader.

35:49 We're talking about long-term investing based off of a thesis.

35:53 So, that's what you're doing.

35:58 Yes.

35:57 And let's summarize what we talked about in this video and I'll

36:00 talk about where people can get more learn more about your research.

36:03 So, the United States is and tell me if I'm wrong,

36:06 the United States is at conflict with China, but not directly with China.

36:10 the things that we saw happen with the tariffs with Venezuela,

36:13 with Iran and and kind of a lot of stuff

36:15 globally is a way to compete with China economically.

36:20 At the same time, there's talks about the Chinese

36:23 yuan potentially replacing the United States dollar at some point.

36:28 Now, all this conflict that we have going on has been raising the price of oil,

36:34 which to some extent hurts the United States dollar.

36:36 But like you mentioned, sometimes there's more to it than meets the eye.

36:41 Like the Chinese economy has crashed

36:44 their own value of commodities or currencies

36:47 because they want to essentially take out

36:51 other countries or take out other companies.

36:53 That way they can be a supplier globally for commodities.

36:57 That way the world relies on China.

36:59 And that is also something that the United States has been victim to.

37:02 We have been reliant on China for many metals which hasn't been

37:08 a problem until China ultimately said no more of these medals for you.

37:13 No more rare earths for you.

37:15 Now that puts the United States into a very tough

37:17 position because now we need these metals to produce missiles.

37:19 We need these to produce iPhones and we need

37:22 it for Chad GPTs and everything else in the economy.

37:26 Which means now there's all this investment,

37:29 dollars and energy and time into building a new supply chain

37:34 of those same metals because we need them to run our economy.

37:39 All of this for the average person creates emotion.

37:42 Anger, excitement, greed, panic, doesn't matter.

37:47 What we are saying and you're saying specifically is it creates opportunity.

37:52 And opportunity is understanding where the economy is

37:55 moving over the next 5, 10, 15, 20 years.

37:58 Because if you can identify where the economy is moving,

38:00 you can identify where the money is moving,

38:02 which can create investment opportunities.

38:04 And now as an investor, your job is to identify what is your strategy,

38:08 what is your uh interest level and then invest

38:13 your money based off of where you see opportunities,

38:16 not based off of the news, not based off of the hype,

38:19 which is what the average person is doing.

38:22 Because if you keep doing what everybody else does,

38:24 you're going to end up like everybody else.

38:25 And unfortunately, the average person is not

38:27 even getting the returns of the market.

38:30 Yeah.

38:30 which which is kind of ironic because if

38:32 you just put your money into the S&P 500,

38:34 you will get the returns of the market.

38:35 Does that summarize what's going on?

38:38 Yes.

38:39 And if I can just give the 10-second version on this specific example

38:44 with AI and robotics and all the stuff of the future,

38:47 energy looks like it will be the currency of the future.

38:50 Energy is going to be more important.

38:52 The US is at conflict with China.

38:54 We're at a sort of trade war with China.

38:57 Iran is a part of that.

38:58 Venezuela is a part of that.

39:01 We're going to take some hits.

39:02 We're going to damage the dollar.

39:04 We're going to harm the US consumer through inflation.

39:08 But whoever controls the flow of energy for the global

39:12 economy will be better off in the long run.

39:16 As an investor, the opportunity I'm seeing is during this conflict,

39:20 during the money and the effort and resources we are

39:23 putting in to try to gain control of global energy supply,

39:27 how can I ride that wave?

39:30 What are we going to do now?

39:32 What are we doing now?

39:32 What are we going to do next?

39:34 And where can I put my resources to sort of ride that wave and come out on top?

39:41 Interesting.

39:41 Well, Jackson, thank you for your time.

39:44 Thanks for having me.

39:44 If somebody does want to learn more, they can go and subscribe to Market Briefs,

39:48 which you're going to get for free when

39:49 you sign up for the investing master class.

39:51 If you want to subscribe to our firm's research, which is headed by Jackson,

39:55 uh you can purchase our market briefs pro research,

39:58 you can learn more about that on our website.

40:00 And if you are an RAIA or you run an institution managing money,

40:04 we have a link for you down in the description as well.

40:08 Thank you, Jackson, for your time.

40:09 Thanks so much.

40:10 I went through 2008.

40:12 I think one of the bigger blind spots

40:15 by this administration is going to be unemployment.

40:19 Ken, you have something around a billion dollars of debt.

40:24 Are you not worried about that level of debt because of inflation and AI?

40:29 I don't know what