Trump's Secret Plan To Save The Dollar From China

Global Finance News
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We're counting down towards some big catastrophic event.
The dollar is becoming more vulnerable.
It's approaching some sort of black swan event or major economic change,
threatening its reserve status.
If you look past the surface level, the Chinese connection in all of these events
goes much deeper than people realize it does.
The Department of War now had no idea how many of its essential resources,
the metals that go into missiles, radar systems,
and everything we need to keep the country safe,
was completely dependent on China.
Oh my god.
We have things that go into missiles,
where 100% of the supply chain is Chinese controlled.
And they didn't even think to look until...
The United States economy is going through some of the biggest shakeups
that we have seen in many of our lifetimes.
In 2025, we saw the tariffs put on countries around the world.
In 2026, we captured the president of Venezuela.
And now the United States is still attacking Iran,
and there's a lot of conflict in the Middle East.
Now the reason I want to make this video specifically
is because there's one common denominator with all of these changes
that are happening geopolitically, and that's China.
And that's why today I wanted to sit down with my firm's head of investing research,
Jackson, to dig a little bit deeper.
Do you agree that a lot of this has to do with China?
And if so, why is the United States so concerned about China?
I think the major common denominator between all of these is China.
And if you look past the surface level,
the Chinese connection in all of these events
goes much deeper than people realize it does.
And the U.S. has a lot of reasons to be concerned about China.
But the biggest and sort of most glaring is,
for years now, we've been projecting that the Chinese economy
will outgrow the U.S. economy
to become the largest single economy on Earth.
And those projections, while they've slowed,
are still on track.
And if you look at actual production power,
China is currently ahead of the United States.
So I've heard that too, and I've talked about that pretty extensively,
that I think it's like somewhere in the next decade or so,
China is projected to be the largest economy in the world.
Obviously that's a threat to the United States,
because then we would not be the largest economic superpower.
But what does that mean to the average person?
And what should the average person be paying attention to?
Because there's all this talk about China.
There's all this talk about the dollar de-dollarization,
the dollar losing value, inflation.
Break this down for us.
Talk about why we should be paying attention
and where the opportunities are.
So you and I benefit a lot from the U.S.
and the U.S. dollar being the global reserve currency.
We benefit from it in ways that we don't even realize.
And what I mean by that is,
what is a global reserve?
It is the currency that is kept en masse internationally.
Large stores of currency are being kept
to the strategic reserves of various governments.
They keep a lot of value in the U.S. dollar.
The U.S. dollar is the de facto currency
for a lot of international transactions.
If you look at major trusts out of the World Bank
and how foreign aid from various countries,
from various NATO initiatives,
affects many countries around the world,
they're denominated in the U.S. dollar.
And the U.S. dollar has purchasing power
beyond its capabilities in the United States,
which is relatively rare.
There are a few major currencies.
The Great British Pound is another one,
as well as the Chinese RMB,
where the value of that currency
actually goes beyond its borders.
That currency has value abroad.
But the U.S. is sort of the de facto currency
for a lot of things.
Have you heard the term the petrodollar?
I have.
Yes, the U.S. dollar.
A lot of Middle Eastern currencies,
a lot of transactions in petroleum
are linked to the U.S. dollar.
So it ends up being the currency
that sort of controls the flow of energy.
So because we have the world's reserve currency,
this United States dollar,
it has more power.
Your paycheck has more buying power,
your savings have more value
because we're the world's reserve currency.
And you're kind of hinting at that
one of the reasons why we are
holding on to the world's reserve currency
is because we're the world's largest economy.
If we are surpassed by China,
China becomes the world's largest economy.
Is the concern now that the Chinese yuan
could replace the dollar
as the world's reserve currency?
Because a lot of people say
there's no way that the yuan
could take the place of the dollar.
That's a fair assessment,
and it wouldn't happen overnight.
But again, we have to look at world history.
And the global reserve currency
has been replaced in the past.
The pound sterling, the Great British Pound,
was the global reserve currency for a long time.
I believe it started back in the Victorian era,
maybe even before that.
But through the bulk of British colonialism,
the pound sterling was the global reserve currency.
And it took two world wars
to complete obliteration
of the manufacturing capability of the United Kingdom
and the rise of U.S. dominance, world dominance,
to sort of replace it.
Now, a lot of our allies are actually treaty-bound
to use the U.S. dollar as a global reserve currency.
And what we see is a lot of smaller nations
just kind of follow suit.
Basically, everybody's doing it, so they do it too.
But we've seen this rise,
especially in the Chinese-led BRICS alliance,
of Chinese RMB, the Chinese yuan,
becoming a larger part of the currency reserves
of various nations,
both within the BRICS alliance and without.
So I want to talk more about
a couple of things you just mentioned,
which is this BRICS alliance.
But I want to go back to what you said
about the petrodollar just for a second,
because the United States dollar
used to be backed by physical gold.
And so what that meant was the dollar had value,
not just because it was the world's reserve currency,
but because there was this wealth,
or gold, that backed it.
That changed in 1971,
when then-President Richard Nixon
took the dollar off the gold standard.
After 1971, now the dollar became fiat currency.
It's just backed by a promise
that this dollar has value.
In 1974 was when this petrodollar system
was established,
which was where the United States
and Saudi Arabia worked together to say,
hey, all oil transactions globally
have to be priced in the United States dollar.
Why does that matter?
Like you mentioned,
if transactions are happening
with the United States dollar around the world,
people naturally have trust in the dollar
because they're using the dollar.
But you mentioned this idea of treaties
in NATO to use the United States dollar.
Well, the petrodollar system
started between the United States and Saudi Arabia,
where they said,
we're going to sell all oil
in the United States dollar.
As of just a few years ago,
Saudi Arabia started selling oil
in the Chinese yuan.
So that is where now people
are starting to get concerned that,
sure, maybe the United States dollar
was valued because of oil,
but we're starting to lose that value,
and the Chinese yuan
is starting to pick that up.
So why does that matter now
for somebody listening to this?
So there's a lot of things to cover here,
and I think it's good to just,
for hygiene,
go over the basics
of what fiat currency actually is.
So yes, the dollar was moved
off of the gold standard.
All the world currencies
were moved off of the gold standard.
One of the reasons that we did that
is because we weren't pulling gold
out of the ground fast enough.
There's just not enough gold.
And so it actually limits your ability
to grow your GDP
by how much gold
you can sort of amass to back it.
Now, fiat is a Latin word
meaning proclaimed or to proclaim.
A lot of people like to say
that fiat currencies
are kind of worth nothing.
That's not true.
It's worth the economic power
of the United States.
It is for all debts,
public and private.
That is a mandate.
You have to use the U.S. dollar
in the United States.
And as long as our government
is around,
the U.S. dollar will have value.
Now, by being a reserve currency
and being something like
the petrodollar,
it adds to that value
because it says,
not only will you always
be able to go back
and purchase things
in the United States,
but you'll be able to
conduct oil transactions.
You'll be able to sort of
have this purchasing power
in the global economy
and not just in the U.S.
And so it gives the value
to this dollar
and protects the dollar
from a lot of hyperinflation,
from a lot of deflationary practices.
And as that erodes over time,
so does the economic power
of the United States.
Well, you mentioned
something very interesting
that the United States
says you have to transact
with the United States dollar.
Yes.
But the Trump administration
has also been pretty
in favor of crypto,
Bitcoin specifically.
And so we've heard about
the strategic Bitcoin reserve
and all these other things.
So wouldn't that,
this whole idea of Bitcoin,
especially if the United States
is supporting it,
kind of counteract the value
of the United States dollar?
If you think of cryptocurrency
as currency, yes.
But we also keep
strategic reserves
of other currencies as well
and we keep strategic reserves
of things like gold.
In its current iteration,
cryptocurrency is more
of a commodity
than it is a currency.
It's not good for transactions.
Bitcoin specifically,
the node structure is fairly old.
It takes a long time.
If you were to ever have
a credit card that used Bitcoin
and you swiped it
at the grocery store,
it would take about half an hour
for that transaction to go through.
Wow.
And there are people,
I know people,
who call themselves
Bitcoin standard,
which means they believe
it is the currency of the future
and what everyone will use.
And they actually
go to the store
and when they tap their card
or tap their phone,
they're using a service
that converts it back
to U.S. dollars
to then do the transaction
because the grocery store
takes U.S. dollars.
It doesn't really
weaken the dollar
as long as there's not
this widespread adoption
of Bitcoin
or of cryptocurrencies.
We've seen a large push
towards stablecoins.
That's kind of
the hot new term.
There's been a lot of talk
that the U.S. might have
a stablecoin.
What is a stablecoin?
A stablecoin is a
cryptocurrency that is
tied to a specific asset
to make sure that it is stable.
So like the United States dollar?
Yes.
Most of them,
almost all of them
are actually pegged
to the United States dollar.
And that is actually
good for the dollar.
It adds more of that,
we'll say,
global certainty.
Right?
More of that power
because it's not
just the currency
of the United States.
It's also the currency
of anyone using
a stablecoin like Tether.
And if you look at
the developing world,
they are largely adopting
stablecoin practices
in digital currencies.
If you look at
rural and agricultural
areas in the world,
South America,
parts of Sub-Saharan Africa,
they'll have a lot of countries
and a lot of currencies
and very little
banking infrastructure
over a fairly large area.
And so it's not uncommon
for somebody to
cross a border
into a new country
and work there for
three to six months,
get paid in different currency,
have difficulty getting
that back in their
home currency,
or spending it at home
or sending it home.
And digital banking
and digital currencies
are changing a lot of that.
And the result is
a lot of them are using
stablecoins that are tied
to the U.S. dollar.
So those are actually
becoming U.S. dollar economies
and they don't even know it.
Wow.
I never even thought
about it that way.
But I want to go back
to China.
Yeah.
Now,
so,
we've kind of established
that globally,
well,
maybe,
let me re-ask you this.
Is the dollar then
losing status globally
or is it gaining status globally
based off of the
discussion of stablecoins?
On stablecoins
and digital currencies,
I think the U.S. dollar
is actually gaining stability.
The U.S. dollar is under
more threat now
than it has been in the past.
It's not a sure thing
that de-dollarization
is going to happen.
It certainly will not happen
in the short term.
And if it does happen,
it will be a long,
slow process.
The threat is growing,
but we're not there yet.
It's like this idea
of the doomsday clock, right?
We're kind of counting down
towards some big
catastrophic event.
The dollar is sort of
approaching,
it's becoming more vulnerable.
It's approaching
the possibility
of some sort of
black swan event
or major economic change
threatening its
preserved status.
But it hasn't happened yet.
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So this is now,
let's go back to what
I was starting this
discussion with.
We have now this conflict
between the United States
and China.
We've known that
even before the
Trump administration
that the Chinese economy
is growing faster
than the United States,
but now it looks like
we're trying to actually
in a way fight China.
Yes.
But not actually
fighting them.
When we announced
these tariffs,
some of the biggest
and largest tariffs
were on China.
Why?
Because we wanted
businesses to leave China
to yes,
bring manufacturing
back to the United States
but also hurt the
Chinese economy.
When the United States
invaded Venezuela,
well Venezuela was
one of the,
or their largest
seller of oil,
they were selling
oil to China
and so they intercepted
that oil source
for China.
Iran was a large
producer of oil
for China
and Iran was selling
that oil at a big
discount to China
below market value
which gave China
an edge to produce
products cheaply
and so it seems like
the United States
is almost like
trying to fight China
economically
as a way to try
to slow down
their growth
because we're
worried
and concerned
that China
is going to beat
the United States.
Yes.
And I think we can
look at a historical
example here.
If you were to ask
the average American
at the height
of the Cold War
if we were at war
with Russia,
a lot of them
would have said
no.
Really?
Yeah.
My father was a
Vietnam veteran
and he came back
and saw that firsthand
that a lot of
people didn't realize
that we were just in
colonial conflicts
all over the world
and didn't realize
that this was part
of this greater thing
that we were calling
the Cold War.
Conflicts don't
look like they used to.
There's this idea
that they're fought
through proxies.
Israel being a
famous proxy
of the United States
and Hezbollah
in Lebanon
being a proxy
of Iran.
And there's
this additional
level of
economic dominance
and global
supply chain.
And when it comes
to global supply,
China has actually
been beating
the United States
for a while
and we're just
now realizing
that.
And again,
it's hard
to imagine
that Venezuela
like, oh,
we want to get rid
of Maduro,
we want to oust
the sort of
terrorist leader
of Venezuela.
What does that
have to do with China?
As you mentioned,
I believe it was
80% of all
oil coming out
of Venezuela
was being sold
to China.
Now they're signing
treaties to sell it
to us.
That is a massive
swing.
We're looking at
Iran and
their sort of
oil pipelines
and yes,
it's sold to China.
It's actually
named something else.
They sort of changed
the labeling on it
before it gets there.
But they were a big
supplier to China.
What else happened
in the Middle East
right before this?
We had the UAE
leave OPEC.
The UAE,
the producer
of oil,
also a member
of the Chinese-led
BRICS alliance.
We have been
fighting China
in the Middle East
about energy consumption
and the energy
supply chain
for years now.
Russia's involved
in this too.
Remember,
as Russia
invaded Ukraine
and that conflict
began,
Russian oil exports
to Western allies
dropped by over
90%.
It's closer
to a full stop.
It just kind of depends
on how you're looking
at the supply chain.
But China came in
and said,
look,
we'll keep buying
Russian oil.
We have no issue
with that.
Cut us a nice discount.
Give us that
competitive edge
and sure,
we'll keep buying
Russian oil.
And so we've seen
Russia manage to
sustain its stealth
despite losing
most of its customers
by still selling
to China.
So,
this is where
I get a little bit
confused.
I want to dig into
this with you
because
there's this,
like you mentioned,
this economic
conflict with China.
So,
everything with the
tariffs,
Venezuela,
Iran,
all this is
kind of in a way
to fight China.
But now,
because of these
economic conflicts,
we're also risking
the health
of the United States
dollar
because
the most recent
impact of the war
in the Middle East
is oil prices.
Oil prices have
shot up.
Everybody sees
gas prices
are expensive.
Grocery prices
are going up.
We just got the
recent inflation
report which
showed that
if you take out
energy prices,
you take out
food prices,
inflation is
almost double
where we were
three months ago.
Now,
if you add in
energy costs,
you add in
food costs,
inflation,
I'm sure,
is even higher
than that.
So,
when you have
these concerns
about inflation,
that now brings
back concerns
about the United
States dollar.
So,
we're trying to
fight the Chinese
economy,
but we're also,
are we hurting
the United States
dollar by doing
that?
Yes and no.
It's nuanced.
It comes down
to this sort of
larger strategic
plan,
and
experts are
divided on
whether or not
it's working
or it will
work in the
long term.
But,
one thing that
China is very
good at,
where the US
has struggled,
is,
again,
we keep coming
back to this
idea of the
dollar and
the reserve
currency.
China is
more of an
asset-based
country,
and they
work more
in absolute
value,
and they're
less concerned
about currency.
What is a
currency?
It's a
trade note,
right?
Currency only
has value
in its ability
to purchase
things for you.
It only has value
in its access
to goods and
services.
We've been
obsessed with
making sure
that the
United States
dollar has
the best
access to
goods and
services in
the world.
China's been
more concerned
with the
Chinese government
controlling the
supply of
the actual
things you
buy with
currency.
Have you heard
of Chinese
commodity price
crashing?
Yes.
So it's this
idea where
China is
coming in
and just
flooding the
market with
commodities.
And this
happened very
notably in
lithium.
Lithium carbonate
had climbed
to somewhere
around $80,000
a ton,
which isn't
realistically an
absurd price,
but had climbed
that high,
and it dropped
to under $10,000
a ton.
Because China
flooded the
market with
their strategic
reserve.
And they lost
a lot of money
on it.
They absolutely
harmed their
value stores by
flooding the
market.
Why did they do
this?
Well, because it's
so expensive,
because it's
needed for so
many things,
because electrification
was picking up.
A lot of
companies and
a lot of
countries going
and saying,
we want to mine
lithium carbonate
now.
We want to
start up an
operation.
We want to
start producing
this and selling
it.
Well, when the
price crashed,
these companies
couldn't find
funding.
These new
operations shut
down.
What happens?
Well, alright,
it's $10,000
for so long,
all of the new
operations shut
down.
Who's in
control?
China.
80% of the
world's lithium is
moving through the
Chinese economy
before it gets
anywhere else.
Now, everyone's
given up because
it wasn't
profitable.
What happens?
The price starts
to creep back up.
They start to
rebuild their
reserves.
They take that
hit, the money
they have, to
maintain control
over the entire
supply chain.
Interesting.
But that's
kind of like,
we've seen this
in the startup
world all the
time.
Like Uber
goes into a new
market or when
they were growing,
they would
underprice lift,
they would
underprice the
taxis, lose
money on every
single ride just
to get the
customers.
Once they had
you as a user
and they knew
that people
started to use
Uber regularly
and they
started jacking
up the prices
and they knew
that you're
not going to
leave now
because you
don't want to
go to a
taxi or a
Uber.
It's
this widely
studied thing.
Actually, we
have several
congressional acts
moving through
the government
right now to
try to establish
a critical
minerals price
floor, which
says that the
US and
Western allies,
basically anybody
that we can
sort of enforce
our economic
will on, has
to set a
minimum price
floor for
critical minerals
and this might
extend into
other commodities
or other things
might be declared
minerals as well
and the price of
it, this commodity
cannot go under
that and that is
to protect
companies from
Chinese price
crashing.
Now, again,
our influence
and our ability
to enforce this
globally, well,
that's limited
by the dollars
or reserve
currency, it's
limited by our
trade alliances,
it's limited by
our general
economic
strategy around
the globe, right?
All of a sudden,
we have this
price floor
where our
companies have
to pay X
to get
lithium,
copper,
neodymium,
rare earths,
all these
things.
Well, do we
think the
Chinese BRICS
alliance is
going to abide
by that?
Do you think
they're going
to care or
are they going
to potentially
leapfrog ahead
of us because
all of their
companies are
buying at
half of what
we are, a
quarter of what
we are?
I want to dig
deeper into metals
because I know
you are a
real specialist
in metals and
I don't know
if all the
listeners know
this, but you
head our
firm's investing
research, so we
publish a
newsletter for
investors, we
also sell
research to
institutions,
RIAs and
other things
like that, but
when you go
out and do
this research,
you're not
just reading
Chats GPT,
you're going
out and
talking to
people, you've
been to mines
around the
world, you've
been invited
into
Congressional
Summits,
I think you
went to the
recent Congressional
Summit for
Minerals, right?
I'd actually
love to touch
on that too
because it
really highlights
some of this.
It was
end of
2025,
December
2025, I
was in a
congressional
summit for
rare earths
and critical
minerals, in
that summit
there was a
in Washington
DC, at
Congress,
there was a
retired
admiral, still
working with
the DOD, still
working in the
defense space,
and he was
very candid
and he said
the DOD, or
the Department
of War now,
had no
idea how
many of
its essential
resources, the
metals that
go into
missiles, into
radar systems,
into everything
we need to
keep the
country safe,
was completely
dependent on
China.
We have
things that go
into missiles
where a
hundred percent
of the
supply chain
is Chinese
controlled,
and they
didn't even
think to
look until
last year.
And so
now they're
going through
and doing a
sort of
self-inventory,
they're looking
at how much
of their
supply chain
is vulnerable,
and how much
of that is
controlled by
adversarial nations,
not just China,
but adversarial
nations in
general.
And, I mean,
it's shocking.
It's completely
shocking how
much we rely
on China
and other
nations to
give us
these things
that we
need to
make weapons,
we need to
make defense,
we need to
make boats
and missiles
and helicopters.
At the same
time, it's no
coincidence now
we're seeing
this price
flooring in
strategic reserves,
and all of this
scrambling to
restart mines
here in the
U.S.
The U.S.
government is
buying up equity
in rare earth
processing and
mining companies
left and right,
and the one
thing they have
in common,
they're in the
U.S.
or in Canada.
They're trying to
onshore or
nearshore,
basically bring that
production,
mining and
production,
home so that
China can't
just say,
you know what?
No more rare earths.
That's it.
You guys don't get
any more,
which is what
they did last
time we had a
major trade
disagreement.
So the reason
why I think that's
important for the
average person to
understand,
not just to
say, oh,
you don't
understand what's
going on in
create investment
opportunity.
We're not a
political group
here.
We are a
research organization
and we have
investment research
that we publish
and we have a
fund that you
manage.
I wanted to
talk about metals
specifically because
this was a big
win for you
because you had
all this knowledge
which we were
publishing and
you were talking
about these metals
because at the end
of the day,
I'm going to
take one step
back.
Investing as an
active investor,
not trader,
but active investor
for the long term
is understanding
where the money
is moving and
investing your
money into that
industry or
stock or fund
before everybody
else knows about
it.
So you talk
about these
metals.
There's all
these geopolitical
events happening
between the United
States and China.
The United States
is buying these
metals from China,
whether you care
about lithium or
whatever, it doesn't
matter, but we're
buying all these
metals from China
and we need these
metals for things
like our defense.
We also need them
not just for
missiles but also
for our iPhones
and for other
technologies and
cars.
So our entire
economic ecosystem
relies on these
metals.
Now we get
into these
tariffs and trade
disputes with China
and China says
no more rare
earths for you
and you
immediately said
uh-oh, this is
going to create
some sort of
investment opportunity
and that's when
you started digging
into these metals
and that's when
you were able to
find some very
lucrative and
successful investment
opportunities obviously
for our fund but
also for the
people that have
been subscribing to
your research.
How do you
find these
investment opportunities
and just for
anybody who's
listening, if you
do want to learn
more about how
our firm comes up
with investment
research and our
methodology for the
research and our
entire how do you
start investing and
find investment
opportunities, I have
a free investing
masterclass you can go
through that link is
free down in the
description.
When you sign up
for the masterclass
you're also going to
get access to
market briefs which
is our free newsletter
for investors where
we break down what's
happening in things
like the economy,
housing, stocks,
crypto and global
markets.
So if you want my
investing masterclass
and market briefs all
for free, all you have
to do is sign up and
have the link for you
down in the
description.
Now Jackson, why
and how do you find
these opportunities
and how does that
create opportunity
because we talk about
all this stuff with
China.
Some people hear this
and get scared.
Some people hear this
and say oh my god
this is amazing.
It doesn't matter
what the emotion is.
What we talk about
here is anytime
something changes
there's opportunity.
So now somebody who
is hearing all of
this stuff, where
should they start
looking for
opportunity?
What does this mean?
You know we
approached this with
what I guess at the
time Wall Street
considered a crazy
tactic which is we
said a guy who is
pulling metal out of
the ground or runs a
metal operation
probably knows more
about it than somebody
at a JPM trade desk.
JPM meaning?
JP Morgan trade desk.
And if you look at
Wall Street and
institutional investors
and this is where
they really dropped
the ball on this.
They've operated
under this system
that says we're
going to model risk
and model value
based off of
historical data
and historical
price points.
Well the problem
is a lot of these
commodity based
things and a lot of
technological based
things are worth
more in today's
economy than they
were 10 years ago.
So the averages
from 10 years ago
really aren't as
important anymore.
And what we're
trying to do is
talk to people on the
ground, talk to people
in the industries and
look into the future
and say okay it's
worth this much in
today's economy which
is probably
undervalued.
What is this worth
10 years from now?
What is neodymium
going to be worth
in the economy of
2035 right?
Of 2045?
And that was our
starting point.
And I want to drive
home you know we do
all this kind of
macroeconomic talk
and macroeconomics
is kind of my
specialty but that
is to identify
opportunity.
If you understand
how the economy
works you can
understand how
these things will be
valuable now and in
the future.
And I want to dig a
little bit deeper
into that because I
think there's a
false understanding
of how investing
works or maybe
different perspectives
of how investing
works.
Yes.
Because I think for
the average person
and I'm saying this
because I've talked
to a lot of people.
Investing is I'm
going to open up a
Robinhood account or
whatever brokerage it
doesn't matter and I'm
going to go onto
Reddit or CNBC or
YouTube and watch a
random guy on the
internet and I'm
going to see what
stock somebody is
talking about and
they're going to say
Nvidia is going to
take over the world
so I'm going to buy
that stock.
And what you're
saying is something
a little bit different
and it takes obviously
a lot more work but
you're saying you're
digging deeper beyond
just like what people
are talking about.
You're looking into
where is the economy
moving?
Yes.
And where is money
moving?
And it's hard.
There's no way around
it because people
are going to say
well Jackson how do
I do that?
It's hard.
I mean people can.
They can.
I mean we're not
saying you can't.
So I guess walk us
through your methodology.
How do you do it?
Yeah so I'm actually
in the midst of
research right now
and I guess as a
little special bonus
I think one of the
things of the future
is going to be
magnesium.
That's what I'm
currently looking into
although there's not
a lot of great
retail angles into
it right now.
But I'll start by
just understanding
I'll see an expert
analysis, a white
paper, a trade
industry report
that talks about
the vulnerability of
the magnesium supply
or a private company
that is doing a
series A round
that wants to start
mining magnesium
and producing
magnesium here in
the US and then
I'll go huh
that's interesting
and just start
diving into it
and you have to
you have to really
understand the
language of
whatever industry
you are researching
and need to be able
to kind of process
their trades
in the sort of
new era and
if you're at home
trying to do it on
a smaller level
you can probably
use AI to
help you through
this process
Chachapiti or
Claude or Gemini
Chachapiti, Claude
probably take a
prompting course first
if you just go in
and say like
hey tell me everything
there is to know
about investing in
magnesium or
I think this is going
to be a good thing
to invest in
tell me how to do it
you're not going to
get results
but if you learn
how to prompt
properly and you
learn how to
use it as a tool
to help you gather
industry reports
know where to look
you know
have it find out
where experts
in that field
are looking
conferences
trade shows
going to
various events
where these
experts are
and talking to
them directly
that is ultimately
the best way
no one will
understand the
industry better
than the people
that are running
the industry
next month
I'm actually going
to an event called
World Mining
Congress in Lima
Peru because that's
where they're all
going to be
South America is
one of the biggest
mining hubs in the
world all of the
executives from all
the companies are
going to be there
I want to talk
to scientists
they're actually
pulling this stuff
out of the ground
and processing it
that is the place
to be and ultimately
that is the best
approach is to
talk to people
in the industry
cultivate these
contacts read
their trade papers
also be very
familiar with the
government
funding
government
regulations and
restrictions
not just what they
are today but where
they're going
what is moving
through the house
right now
what is anything
at all being done
to set up a
strategic reserve
to try to
on shore
production
to try to
limit our
reliance on
Chinese supply
you really have to
understand these
things and talk
to the people
and then after all
of that is done
after you have all
of the information
then you also do
need to do some
traditional wall street
stuff you got to
start bringing in
finance you know
don't ever invest
in a company
that you again
you just hear a
random guy on the
internet talk about
or that you don't
understand their
finances or you've
never looked at
their numbers
that's just not
smart either
it's gambling
sometimes it works
sometimes it doesn't
have this ultimate
understanding of the
economy and the
industry and then
start to layer in
finances
risk
modeling
quant modeling
long term
projections price
targets
put all of that
after you really
understand the
world economy and
sort of where things
are
I think that's
you know the
difference between
a professional
and the average
person now
the average person
should be an
investor
don't be overwhelmed
by what Jackson's
saying that doesn't
I want to make
sure that that's
clear
like this is what
you do for a
living
and this is the
only thing that
you do
I know you
eat
sleep
breathe
this stuff
this is not to
say that the
average person
shouldn't
try
that they
shouldn't
invest their
money
that they
shouldn't
do things on
their own
but there's
layers to the
game
right there's
levels to the
game
and so there's
you know the
person that's
just investing their
money in the
S&P 500
it's a great
place to start
and you can
take it to the
next level
and you start
you know dabbling
in whatever
research you want
to and trying to
find where the
opportunities are
and then there's
the real professional
level which is
what you're
doing
and so it's
the whole idea
is the more
work you put
in the idea
is you're
trying to get
slightly better
returns
because if you
can get slightly
better returns
every additional
percentage point of
return can lead
to a lot more
wealth
is it guaranteed
no absolutely not
investing is risky
but the whole idea
is you are spending
all of your
time
energy
trying to
identify where
opportunities are
and so far it
has done well
like we have
reports and
research audited
we've been beating
the S&P 500
since inception
which is
nice
but I say
this
to
help the
listener
understand that
if you are
investing your
money just
understand that
if you want to
really
invest
you have to
have a strategy
don't just
blindly throw
your money in
places there's
difference between
a long-term
investor and just
being a
trader
we're talking about
long-term
investing based
off of a
thesis
so that's
what you're
doing
yes and
let's summarize
what we talked
about in this
video and I'll
talk about
where people can
get more
learn more
about your
research
so the
United States
is and tell
me if I'm
wrong the
United States
is at
conflict with
China but
not directly
with China
the things that
we saw happen
with the
tariffs with
Venezuela with
Iran and
and kind
of a lot
of stuff
globally is
a way to
compete with
China
economically
at the
same time
there's
talks about
the Chinese
yuan
potentially
replacing the
United States
dollar at
some point
now all
this conflict
that we have
going on
has been
raising the
price of
oil which to
some extent
hurts the
United States
dollar but
like you
mentioned
sometimes
there's more
to it than
meets the eye
like the
Chinese economy
has crashed
their own
value of
commodities or
currencies because
they want to
essentially take
out other
countries or
take out
other countries
that way they
can be a
supplier globally
for commodities
that way the
world relies
on China
and that is
also something
that the
United States
has been
victim to
we have been
reliant on
China for
many metals
which hasn't
been a problem
until China
ultimately said
no more of
these metals
for you
no more
rare earths
for you
now that
puts the
United States
into a
very tough
position
because now
we need these
metals to
produce missiles
we need these
to produce
iPhones and
we need it
for our
chat GPT's
and everything
else in the
economy
which means
now there's
all this
investment
dollars and
energy and
time into
building a
new supply
chain of
those same
metals
because we
need them to
run our
economy
all of this
for the
average person
creates emotion
anger
excitement
greed
panic
doesn't matter
but we are
saying and
you're saying
specifically is
it creates
opportunity
and opportunity
is understanding
where the
economy is
moving over
the next
5 10 15
20 years
because if
you can
identify where
the economy
is moving
can identify
where the
money is
moving
which can
create investment
opportunities
and now as
an investor
your job
is to
identify what
is your
strategy
what is
your
interest
level
and then
invest your
money based
off of where
you see
opportunities
not based
off of the
news
not based
off of the
hype
which is what
the average
person is
doing
because if you
keep doing
what everybody
else does
you're going
to end up
like everybody
else
and unfortunately
the average
person is
not even
getting the
returns of
the market
which is
kind of
ironic
because if
you just
put your
money into
the S&P
500 you
will get
the returns
of the
market
does that
summarize
what's going
on?
Yes and
if I can
just give
the 10
second version
on this
specific
example
with AI
and robotics
and all
the stuff
of the
future
energy
looks like
it will
be the
currency
of the
future
energy
is going
to be more
important
the U.S.
is at
conflict with
China
we're at a
sort of
trade war
with China
Iran is a
part of
that
Venezuela
is a
part of
that
we're going
to take
some
hits
we're going
to damage
the dollar
we're going
to harm
the U.S.
consumer
through inflation
but
whoever controls
the flow of
energy
or the
global economy
will be better
off in the
long run
as an
investor
the opportunity
I'm seeing
is during
this
conflict
during the
money
and the
effort
and resources
we are
putting in
to try to
gain control
of global
energy
supply
how can I
ride that
wave
what are we
going to do
what are we
doing now
what are we
going to do
next
and where
can I
put my
resources
to sort of
ride that
wave
and come
out on top
interesting
well Jackson
thank you for
your time
thanks for
having me
if somebody
does want to
learn more
they can go and
subscribe to
market briefs
which you're
going to get for
free when you
sign up for
the investing
masterclass
if you want
to subscribe
to our
firm's research
which is
headed by
Jackson
you can
purchase
our market
briefs pro
research
you can
learn more
about that
on our
website
and if you
are an
RIA or
you run
an institution
managing money
we have a link
for you down in
the description
as well
thank you
Jackson
for your
time
thanks so
much
I went
through
2008
I think
one of the
bigger
blind spots
by this
administration
is going
to be
unemployment
can you
have something
around a
billion dollars
of debt
are you not
worried about
that level of
debt
that's the
inflation
and AI
I don't know
what
you're going
