Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $123,31 14 juil 2026Actuel $121,14 06 août 2026Résultat −$2,17
example number one is AIRIR. If you believe that this onshorting is going to continue, AIRR is an ETF that's giving you exposure to the whole buildup.
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Entrée $183,71 14 juil 2026Actuel $186,79 07 août 2026Résultat +$3,08
Then example number three is the power layer. Grid is an ETF created by First Trust.
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Entrée $35,88 14 juil 2026Actuel $37,52 07 août 2026Résultat +$1,64
You can get exposure to those robots and the AI industry with things like bots, BOTZ.
Contexte “Then number four is the future of how manufacturing is going to be done. ... You can get exposure to those robots and the AI industry with things like bots, BOTZ.”
Transcription Complète
For the last 40 years, the American economy ran a giant experiment. Take the factories in the United States, ship them offshore to countries like China, produce the products with cheap labor, and then send it back to the United States and make bigger profits. Well, it has become President Trump's mission to end that experiment. We are now seeing the biggest buildout of American industry that many of us have seen in our lifetimes. Take a look. TSMC is investing more than hundred billion into a chip facility. Micron just broke ground in New York in the largest semiconductor investment in US history. And companies have increased how much money they're spending on building factories here in the United States by three times, 300% in just the last 3 years. Now, the reason why I'm making this video is because we've seen industrial booms like this happen in the past. And the last big one that we saw was really around the 1950s when we saw the boom of suburbs and highways and the McDonald's of the worlds and the Walmarts that really exploded throughout the United States. And what we saw is when the industrial boom happened, it created a new wave of wealth and a new wave of investment opportunities. And if this continues here in the United States, it could create new investment opportunities for you as well. That's why in this video I want to break down what's going on with the Great Onuring. Let's go back in time 40 years. Because in the 1980s, China joined an organization called the World Trade Organization, essentially saying, "We're going to open ourselves up so countries can build their stuff in our country, China, for cheap." That was when companies here in the United States said, "Huh, we can move our manufacturing from Michigan and Ohio over to China, pay a fraction of what we could on labor, and then ship that product back to the United States and still save money. Count me in." And it worked. TVs got cheap, clothes were cheap, but everywhere you went, it said made in China. This shift was called offshoring, and it made some people very rich who understood where money was moving. But it came with a cost. because millions of manufacturing jobs here in the United States were now offshored to China. But then we saw three shocks happen at the exact same time which ended the great offshoring and have now started the great onshoring. And number one is the pandemic. Before the pandemic, manufacturing was essentially done here in the United States. We barely produced anything because it was so expensive to produce it here versus a third world country. But then with the pandemic, people around the world stopped working and the supply chain globally got bottlenecked, which meant not only were we waiting on producing stuff from China when China was shut down, but China wasn't able to send stuff because there were such a big backlog for ships to be able to ship stuff around the world. So we here in the United States were so reliant on foreign countries that couldn't produce the stuff for us. Shock number two, where the tariffs are President Trump. President Trump came into the White House in 2025 with an agenda to bring manufacturing back to the United States. And one way to encourage companies to do that was by making manufacturing overseas a lot more expensive. And the way that he did that was through tariffs. If you want to produce something in China, you can do so, but now you're going to have to pay a big tax called a tariff to produce that product in China and then bring it back to the United States. And that then made it more expensive for companies to produce products overseas and essentially cheaper to make it in the United States. And then shock number three is retaliation. When President Trump put these tariffs on countries around the world, some countries retaliated. For example, China said, "Okay, if you're going to put these tariffs on us, which is going to hurt our country, the Chinese country, we're going to fight you back. We, China, know that you, the United States, need certain metals to produce everything in your economy. You need metals to run and produce your iPhones. You need metals to produce your cars. You need metals to produce your missiles. Well, we are the world's producer of these metals. We're not going to give them to you anymore. So, China then started weaponizing and retaliating by saying, "If you're going to put these tariffs on us, we're not going to give you these metals anymore." And this was a third and final shock for our government to say, "We're going to get more aggressive to rebuild our manufacturing and supply chains here in the United States." There were a lot of different industries affected by this, but I'm going to focus in on three. Semiconductors, metals, and energy because we have seen direct investment by the United States government into these industries, starting with semiconductors. We need semiconductors to power every single computer chip. And we know the computers are getting smarter. AI is getting smarter. And so, this is where we saw the Trump administration invest billions of dollars into companies like Intel. That way, they would produce these semiconductors here in the United States. that we could have better semiconductor producing companies here in the United States. Not to mention that we've also seen companies produce more semiconductor facilities now in the United States because of partially the investments by the Trump administration, but also because of executive orders forcing companies to do that here in the United States. There are three expenses that you just can't get around. Your gas, your groceries, and your eating out. But what if I told you that there are ways for you to earn more cash back on your gas, on your groceries, on your eating out that is on top of your credit card points that you get? This is why I want to talk to you about my sponsor, Upside. Upside is a free app that's going to give you additional cash back on your eating out, on your groceries, on your gas. And this cash back is on top of what you would get from your credit card normally. The way it works is you create a free account with Upside. And then you're going to take your credit card and spend money the way you normally would when you get gas or when you go to the grocery store or when you go to a restaurant. And then Upside is going to transfer real cash into your bank account as a additional layer of cash back. Now, there's two things that I want to make clear here. Upside is giving you real cash. It's not points. And the second thing is that this cash back stacks on top of whatever cash back or perks or points that you're getting from your credit card. So, if your credit card is giving you 2% cash back, this upside cash back is on top of the credit card cash back. That means yes, you can now double dip on cash back when you're eating out, you're getting groceries, or you're getting gas. There are over 100,000 participating locations across the United States. And to find out how much you can earn, download the free upside app and use my promo code to get an extra 25 cents back for every gallon of gas that you buy for your first tank filled. I'm going to say that again to make sure that we're clear. You're going to get an additional 25 cents of cash back for every gallon of gas that you purchase on your first tank of gas when you use my promo code with a free upside app. So, if you want to learn more and start getting some additional free cash back, you can download the free upside app. That link for you is down in the description below or you can scan the QR code on the screen. Then it is metals. Like I talked about just a minute ago, China essentially turned off the metal supply chain for the United States. These are called rare earth metals. There was a lot of talk about this in the news back in 2025. Essentially, all that means is that there's a lot of different metals and minerals that we need to produce iPhones and cars and our missiles and everything else in our economy. And we were getting all of these from China. Well, we didn't have a supply chain to make them here in the United States. And so now we've seen the Trump administration pass executive orders to rebuild the metal supply chain here in the United States, which means a lot of money now is going to figure out how we can produce these products from United States companies or companies in better relationship with the United States, not China. We've also seen the Trump administration directly invest into other companies like MP Materials that we can produce those metals here in the United States. And then number three is energy. Because we've seen a lot of AI companies talk about how energy is going to be the currency of the future. Why? Because all this new AI, all these new data centers need more energy. And every country around the world, China, Russia, United States are working to be the next world's superpower. Well, the next world superpower is going to have to be the world's leader in AI. And whoever that is is going to be the next generation's superpower. Well, in order to beat that superpower, not only do you need the AI, but you need the energy to be able to power all of that AI. And [snorts] that's why energy is becoming so important. And we're not just seeing companies start to invest in more energy production, like tech companies like Amazon and Meta are investing in building their own nuclear facilities now. Yes, tech companies are becoming energy companies, but we are seeing governments around the world invest into energy. The United States has been signing executive orders to double, triple, quadruple the amount of energy that we can produce from things like nuclear. That way we can continue to power all of the AI, all of the data centers so we can continue to compete and be the world's economic superpower and be the next generation of superpower. So, we're seeing these three things now come back here in the United States because we're seeing a lot of countries saying we want to be independent and the United States has been working on this for years and President Trump has been working to accelerate that because of tariffs and because of what China has done with retaliation. Now, why does all this matter for you? Because it's causing investments and money to move. Take a look at this chart. This is a chart by the Federal Reserve Bank showing the total construction spending on manufacturing here in the United States. And you can see that over the last few years, manufacturing spending has been booming. Now, yeah, it has come down since where we were about a year or two ago, but it's still significantly higher than where we were. The idea being that if we continue onshoring the way that we have been, that this number will continue to stay high and potentially even go higher in the future. Now, for full transparency, this shift of onshoring didn't start with President Trump. In fact, a big catalyst here was actually the Biden administration because President Biden passed something called the Chips Act, which was a big boost of spending in order to encourage companies to produce products and manufacturing them here in the United States. President Trump's goal is to build on top of what President Biden did to be able to bring even more manufacturing here in the United States. Doing that through these tariffs and through some of the incentives that President Trump is making. Your job as an investor is to identify where money is moving because if you can identify a shift that can create an investment opportunity for you. And we know that anytime there's been a shift in industrialization, it has created investment opportunities. When the railroads were first created in the 1800s, that created a shift in opportunity. It created a shift in where money was moving. It created a shift in where people were moving, which created a whole new wave of wealth and a whole new wave of investment opportunities. Then in the mid 1900s as the highways were being built, suburbs were being built, new companies like McDonald's and Walmart were being built. It created a whole new wave of wealth. It created a whole new wave of investment opportunities. Then came the internet in the '9s that created a whole new digital infrastructure that created a whole new wave of wealth. It created a whole new wave of investment opportunities. AI is creating this whole new wave of wealth and investment opportunities. But now with the industrialization side, as America is trying to become more independent as we're looking to see more onshuring happen here in the United States, this could create a whole new wave of wealth as well happening kind of quietly because everybody's focused in on AI and technology. But in order to power a lot of this, more manufacturing must be done here in the United States. And we don't know what's going to happen in the future, but as of today, we know that our president and our economy has been working to onshore more of the manufacturing, which could be a shift of money spending. So now the question is, well, where's the investment opportunity? And again, I have a free investing master class on this. If you haven't watched it yet, I show you how you can find the opportunities based off of the shifts happening today in our economy. It's a free master class. When you sign up for it, you're also going to get access to market briefs, which is my newsletter for investors, completely free. So, if you want my master class and market briefs, all for free. All you have to do is sign up and I have that link for you down in the description below. [clears throat] Now, I'm going to go over a few examples, but I can't tell you what to invest in because I'm just a random guy on YouTube. I'm not a financial adviser, and investing has risks. You are never guaranteed to make money when you invest. In fact, you will lose money at some point. So, make sure you always do your own due diligence and never blindly trust a random guy on YouTube. But, let me break this down. I'm going to go over five different examples of different ways that you can invest this shift if you believe this is an opportunity for you. Again, I'm not here to tell you what to invest in. I want you to start thinking like an investor. And example number one is AIRIR. If you believe that this onshorting is going to continue, AIRR is an ETF that's giving you exposure to the whole buildup. This is the first trust American industrial renaissance ETF. This is giving you broad exposure to onshoring in general. The idea being that this is giving exposure to small and midsize United States industrial companies and contractors. Example number two is PAVE P AV. This is the backbone that would power the onshoring. This is the ETF that's going to give you exposure to a lot of the raw ingredients for manufacturing to happen. That's the rails, the materials, the construction, the electrical equipment in order for all of this buildout to actually happen. This is an ETF created by Global X, by the way. Then example number three is the power layer. Grid is an ETF created by First Trust. And this is giving exposure to the power grid here in the United States, which we need more energy. We know there's going to be a lot of upgrading to the power grid. The idea being if we continue to be a tech first, AI first country, we're going to need better power and energy infrastructure. And that's where these companies would come into play. These are companies that are powering our power grid. Then number four is the future of how manufacturing is going to be done. Because in the past, manufacturing was done very liberiously with humans moving parts one place or the other. In the future, well, there's going to be a lot more robots doing that. And you can get exposure to those robots and the AI industry with things like bots, BOTZ. This is an ETF that's giving you exposure to a global X robotics and artificial intelligence ETF. So if you want exposure to the robotics industry, the AI industry, this ETF is giving you more broad exposure to robotics and AI, which is what is going to be powering a lot of the manufacturing should it happen here in the United States. And then probably the most boring one is giving you more broad exposure to the bigger industrial companies themselves. This is an ETF called XLI. This is giving exposure to the industrial select sector. Spider SPDR ETF give you exposure to the big industrial companies here in the United States. So again, if more industrial stuff happens here, the idea being that those companies would benefit causing benefit for the ETF as well. So what I talked about in this video is that we are seeing a shift happen in our economy and it is an industrial shift. We haven't really seen this happen in decades because in the 1980s we saw this big shift with offshoring where companies moved their businesses and manufacturing to countries like China, produced it for cheap there and then shipped it back to the United States. But that started to change and there was three real shocks that made that change. Shock number one was the pandemic because now all of a sudden we had these supply chain bottlenecks around the world. The American economy was open while China's was closed. And so we had to now wait on other countries to be able to get our stuff. Not to mention all the global supply chain bottlenecks that happened, creating a lot of problems here in our economy here. Number two was that President Trump came out with big tariffs as a way to bring manufacturing back to the United States. But that also started to hurt other count's economies, which then led to number three, retaliation, where countries like China said, "Okay, you're going to put tariffs on us. you're going to build your manufacturing and pull it out of our country. We're going to fight back by saying you can't have access to our crucial metals. China was essentially the world supplier of these rare earth metals that we need in order to produce iPhones and electronics and cars and missiles and everything else. And China said, "You can't have them anymore." And this is then what created a big spending boom by our government into different industries to be able to rebuild our supply chains here because these supply chains just didn't exist before. And three big industries that I talked about was a semiconductor industry because semiconductors are the brains behind all of our technologies, all computer chips. And yes, you need computer chips not just in computers, but also your dishwashers nowadays. So we need those computer chips. And now we've seen big investment by the government into semiconductor companies. I talked about how Intel got a big investment by the government. Number two is rare earth companies because now we need these metals to power everything in our economy and we talked about how the United States government invested into companies like MP Materials in order to bring more of that happening here in the United States or our different allies not China. And then number three is energy because energy is going to be the currency of the future in order to power all of our tech, all the AI, all the data centers. We need more energy and the top countries are competing. Russia, China, United States are rushing to compete on the energy space because not only do you have to win with AI, but the AI needs to be powered with energy. And so there's a lot of investment going into the energy space. So if you believe that we're going to continue to see this boom in spending and manufacturing that is going to continue for years into the future, that can create an investment opportunity for you. And I talked about five different ways to go about and do that. Number one is I talked about how to invest in the industrial renaissance. Number two, we talked about how to invest in more of the raw materials that power that industrial renaissance. Number three, we talked about different ways that you can invest in the power grid. Number four, we talked about how you can invest in the future of manufacturing, which is more robotics and AI through this ETF. Then we talked about the more boring way just to invest in the large industrial companies. With that, if you got value out of this video, the best thank you is a referral. So, if you could please share this video with a friend, family member, colleague, or fellow investor. That way, I can continue to spread this type of financial education. Thank you. The United States government is approaching $40 trillion of national debt. And while most people are worried about how much money the government is spending, there's a quiet shift happening with our money that most people are completely missing. I'll show you. In the past, when the United States government would spend money it didn't have, it would borrow money from countries
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