The $1 Trillion Factory Boom Nobody Sees
45sReveals a massive, overlooked economic shift with a historical parallel to the 1950s boom, sparking curiosity and urgency.
▶ Play ClipThe video discusses the 'Great Onshoring' trend in the United States, where manufacturing is being brought back from overseas due to three major shocks: the pandemic, tariffs under President Trump, and retaliation from China. This shift is creating significant investment opportunities in semiconductors, metals, and energy sectors, potentially leading to a new wave of wealth similar to past industrial booms.
In the 1980s, US companies moved factories to China for cheap labor, leading to cheaper goods but loss of US manufacturing jobs.
The pandemic caused supply chain bottlenecks; Trump's tariffs made overseas production expensive; China retaliated by restricting rare earth metal exports.
Semiconductors, metals (rare earth), and energy are receiving direct government investment to rebuild domestic supply chains.
Onshoring is creating a shift in capital spending, similar to past industrial revolutions, offering new investment opportunities.
AIRR (industrial renaissance), PAVE (infrastructure), GRID (power grid), BOTZ (robotics/AI), XLI (large industrials) are recommended for exposure.
The Great Onshoring is a major economic shift driven by geopolitical and pandemic-related shocks, creating investment opportunities in US manufacturing, infrastructure, and energy sectors. Investors should consider ETFs that capture this trend.
"Title is slightly exaggerated but video does discuss a real trend that could create wealth."
What was the main reason for offshoring in the 1980s?
Cheap labor in China after it joined the World Trade Organization.
01:13
Name the three shocks that ended offshoring.
Pandemic, Trump's tariffs, and China's retaliation on rare earth metals.
02:08
Which three industries are key to onshoring?
Semiconductors, metals (rare earth), and energy.
04:12
What does the AIRR ETF focus on?
American Industrial Renaissance, small and mid-size US industrial companies.
12:08
What is the ticker for the robotics and AI ETF mentioned?
BOTZ.
13:28
Offshoring Experiment
Explains the historical context of moving manufacturing to China.
00:01Three Shocks
Identifies key events that reversed offshoring.
02:08Investment Opportunity
Connects onshoring to potential wealth creation.
08:39Five ETFs
Provides actionable investment vehicles for the trend.
11:54[00:01] 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,
[00:15] to end that experiment. We are now seeing the biggest build-out of American industry that many of us have seen in our lifetimes. Take a look. TSMC is dollars into a chip facility. Micron just broke ground in New York in the
[00:30] largest semiconductor investment in US history, and companies have increased 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
[00:45] 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
[01:00] when the industrial boom happened, it created a new wave of wealth, and a new this continues here in the United States, it could create new investment opportunities for you, as well. That's
[01:13] what's going on with the great onshoring. 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
[01:27] countries can build their stuff in our country, China, for cheap." That was 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
[01:42] 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
[01:54] 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 happen at the exact same time, which ended the great offshoring and have now
[02:08] 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
[02:20] pandemic, people around the world stopped working. And the supply chain globally got bottlenecked, which meant not only were we waiting on producing down, but China wasn't able to send stuff
[02:35] 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 were the tariffs of President Trump. President
[02:48] Trump came into the White House in 2025 with an agenda to bring manufacturing 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
[03:03] 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 produce products overseas and essentially cheaper to make it in
[03:17] the United States. And then shock number three is retaliation. When President around the world, some countries retaliated. For example, China said, tariffs on us, which is going to hurt our country, the Chinese country, we're
[03:32] 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
[03:45] 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 to put these tariffs on us, we're not going to give you these metals anymore."
[03:59] And this was the 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 different industries affected by this, but I'm going to focus in on three:
[04:12] semiconductors, metals, and energy because we have seen direct investment these industries. Starting with semiconductor, we need semiconductors to power every single computer chip, and we know that computers are getting smarter,
[04:26] 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 way we could have better semiconductor producing
[04:39] to mention that we've also seen companies produce more semiconductor facilities now in the United States because of, partially, the investments because of executive orders forcing
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[06:24] 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
[06:37] talked about just a minute ago, China essentially turned off the metal supply 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
[06:51] 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.
[07:04] And so, now we've seen the Trump administration pass executive orders to 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
[07:19] relationship with the United States, not China. We've also seen the Trump administration directly invest into other companies like MP Materials that United States. And then number three is energy because we've seen a lot of AI
[07:32] 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 around the world, China, Russia, United States, are working to be
[07:46] the next world's superpower. Well, the next world superpower leader in AI. And whoever that is is going to be the next generation's superpower. Well, in order to be that superpower, not only do
[07:58] you need the AI, but you need the energy to be able to power all of that AI. And 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
[08:11] building their own nuclear facilities now. Yes, tech companies are becoming 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
[08:24] things like nuclear, that 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
[08:39] 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
[08:51] 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 look at this chart. This is a chart by the Federal Reserve Bank showing the
[09:03] total construction spending on manufacturing here in the United States, and you can see that over the last few years, manufacturing spending has been since where we were about a year or two ago, but it's still significantly higher
[09:16] 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
[09:29] 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
[09:42] manufacturing them here in the United States. President Trump's goal is to 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
[09:55] 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
[10:08] 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
[10:21] 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
[10:33] opportunities. Then came the internet in the '90s. That created a whole new digital infrastructure. That created a whole new wave of wealth. It created a opportunities. AI is creating a whole new wave of wealth and investment
[10:46] opportunities, but now with the industrialization side, as America is trying to become more independent, as we're looking to see more onshoring happen here in the United States, this could create a whole new wave of wealth
[10:59] 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 And we don't know what's going to happen in the future, but as of today, we know
[11:14] 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, opportunity? And again, I have a free investing masterclass on this. If you
[11:27] you can find the opportunities based off of the shifts happening today in our you sign up for it, you're also going to get access to market briefs, which is my free. So, if you want my masterclass and market briefs all for free, all you have
[11:41] for you down in the description below. Now, [clears throat] I'm going to go you what to invest in because I'm just a random guy on YouTube. I'm not a risks. You are never guaranteed to make money when you invest. In fact, you will
[11:54] you always do your own due diligence, and never blindly trust a random guy on 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
[12:08] want you to start thinking like an investor. And example number one is If you believe that this onshoring is going to continue, AIRR is an ETF that's build-out. This is the First Trust American Industrial Renaissance ETF.
[12:25] This is giving you broad exposure to onshoring in general. The idea being that this is giving you exposure to small and mid-size United States industrial companies and contractors. Example number two is PAVE, P A V E.
[12:38] 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 the construction, the electrical equipment in order for all of this
[12:51] 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 you exposure to the power grid here in the United States, which we need more energy. We
[13:04] 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.
[13:16] 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 laboriously with humans moving
[13:28] 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 BOTZ, this is an ETF that's giving you exposure to a global X robotics and artificial
[13:43] 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
[13:56] 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, giving exposure to the big
[14:11] industrial companies here in the United States. So, again, if more industrial stuff happens here, the idea being that those companies will benefit, causing benefit for the ETF as well. So, what I talked about in this video is that we
[14:24] are seeing a shift 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
[14:36] produced it for cheap there and then but that started to change. And there was three real shocks that made that pandemic because now all of a sudden we had these supply chain bottlenecks
[14:49] around the world, the American economy was open while China's was closed, and 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
[15:03] Number two was then President Trump came out with big tariffs as a way to bring manufacturing back to the United States, countries' economies, which then led to number three, retaliation, where
[15:16] 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
[15:29] 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
[15:42] big spending boom by our government into different industries to be able to these supply chains just didn't exist before. And three big industries that I talked about was a semiconductor industry because semiconductors are the
[15:55] 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've seen big investment by the government into semiconductor companies.
[16:08] 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 United States government invested into companies like MP Materials in order to
[16:22] bring more of that happening here in the United States or our different allies, 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
[16:35] China, United States are rushing to compete on the energy space because not only do you have to win with AI, but the so there's a lot of investment going into the energy space.
[16:48] 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 you and I talked about five different ways to go about and do that. Number one
[17:00] industrial renaissance. Number two, we talked about how to invest in more of the raw materials that power that industrial renaissance. Number three, we invest in the power grid. Number four, we talked about how you can invest in
[17:12] the future of manufacturing which is more robotics and AI through this ETF. just to invest in the large industrial companies. With that, if you got value a referral. So, if you could, please share this video with a friend, family
[17:27] 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
[17:40] 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 like
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