Unpopular Opinion: Trump is being LIED To. Prepare your Money.

hey Ry Kevin here there is a shocking

potential that could come as a result of

the Trump tariffs and very few people

are talking about this it may not happen

but I think it is in your best interest

to consider this perspective especially

if you are a business operator uh and if

you're an investor you'd like to know as

well so here's the thesis the thesis is

and and this isn't me taking sides I'm

not trying to be political okay this is

just a thesis uh let's talk about it all

right let's get into it so first a lot

of companies right now are announcing

these massive new investments into

America but there's a common denominator

between all of them all of the projects

are announcing this four to five year

time frame we've got the open AI

partnership we've got the Apple

Investments multiple other announcements

that almost get made on a daily basis by

these Powerhouse companies about how

they're going to invest so much more

money into make America great again

what's the common denominator there

they're not spending it right now saying

yeah yeah yeah we'll do it over the next

four years which what is that afford

well first it gives Donald Trump a win

ah look hundreds of billions of dollars

getting announced to come to America

make America great again fantastic

everyone's happy it looks like Trump is

doing what he's saying the companies on

the other hand are in the good graces of

trump hey uh Trump you know these

tariffs are Looney remember we're

investing $500 billion over the next X

number of years we're we're in we're in

this with you we want to make America

great again as well by the way these

tariffs suck okay so what's the point of

this the point of this

is there is a possibility that a lot of

these

companies are saying whatever they need

to to give Trump the impression that

he's winning and what they're really

doing is manipulating the Trump

Administration into believing they've

secured all of these Investments to

leverage clout over Trump to get tariffs

to go away to go back to a world of free

trade and then guess what happens this

is the

punch anyone who actually went all in on

a new unsubsidized Factory or you know

some form of industrial plant in America

ends up screwed why because if you go

back to a future of free trade and the

tariffs go away you're back to square

one which is competing with China

competing with Indonesia Taiwan and all

of the other countries now it's possible

we never go back to free

trade I think that is impossible now

this is my opinion but based on the

research that I'm doing I suspect that

within the next 2 years Donald Trump

will announce some form of great grand

free trade

agreement that means anybody who started

building you know an aluminum Fab let's

say in America has just wasted their

money and the downside of that is they

won't be competitive unless there are

government grants to make them

competitive it's actually why you saw

tsmc come to America not because it was

cheaper to build in America but it was

cheaper to build in America with Biden

bucks uh now what implications do this

have well if Donald Trump does not go

back to free trade here's the other

thing he might not he might hold on but

if he holds on we probably end up seeing

a recession well what is a recession

going to do well if it's a short-term

detox six-month recession maybe nothing

but if it ends up being a long-term loss

generation of investment opportunity

recession people are going to be pissed

and the Democrats will finally find

a non Looney

Democrat and they'll win in 2028 if that

happens or in that case when that

happens what's the first thing they're

going to do well the first thing is you

will lose tariffs and you'll go right

back to free trade within the first 6

months of the next Administration so

either Trump within the next two years

probably brings us to free trade or the

next Administration four years from now

in a few months brings us us a free

trade now forgive me I'm just walking to

my car from the hospital because Max is

in the uh pediatric ICU hopefully he'll

be out of here tomorrow he's finally

clinically better but yeah pretty sick

there so oxygen got down to like 79% for

a moment we're like oh this kid's going

hypoxic maybe we should call a

doctor we did anyway so love the

cybertruck by the way I always have to

check now every time I get to it like

did I get graffitied yet

honestly you know if you read Twitter

you feel like you're going to get

graffitied every day but it hasn't

happened yet so good it's a great car so

all right here's the thing let's think

about this practically for a moment if

you are Apple are you really going to

invest uh 500 million dollar into plants

in the United States because of all

these tariffs and then all of a sudden

they go away and it's cheaper to have

just built it in India because you have

an Administration that is now back to

free trade and you don't have the

incentives so now all of a sudden you're

paying $35 per for Labor uh per hour

where you could be getting it for $3 an

hour now I'm not saying that is good

that yes the American worker suffers

with that the American Consumer benefits

through the form of lower prices and

basically Innovative def deflation

through uh and globalism deflation right

Innovation leads to deflation uh and

globalism currently leads to deflation

but that's really because I mean think

about it if all of us on average make 40

bucks an hour we walk into a room great

and let's say there are a hundred of us

if we then walk into a room where there

are 100 you know people from India

Indian workers and they have an average

wage of $3 an hour well and we walk into

that room and now we have 200 people

half of them with an average of $3 an

hour half of them with an average of $40

an hour or whatever we're making the

average wage of that room is going to

plummet who benefits from that is the

global consumer so in other words the

thesis here the opinion is that a return

to free trade is inevitable it will

either happen under the Trump

Administration or it will happen under

the next Administration either way I

believe and I agree that history tells

us we will almost always return to free

trade this is what we have seen time and

time again in the 1930s we saw it in the

1970s we'll see it again at some point

in the future we will return to free

trade if that is the conclusion if if

the answer is we will be returning to

free trade at some point in the future

why would you actually build a $500

million facility in America you probably

wouldn't because the moment you finished

it and we went back to free trade

sitting on ampts you'd be uh you'd be

right back in a disant disadvantageous

position now you just invested all of

this money into an area where

congratulations you open up shop and now

you have a horrible

opportunity to compete on a global scale

again because everybody's competing with

free trade and you could have had lower

wages somewhere else I believe that

companies realize this and that's why

they're doing whatever they can to talk

big about these four-year plans now

realizing that they are not actually

Liars if they do nothing for the next

two years and just wait because they

said four years yeah we're just spending

the first two years planning bro then

you get to midterms who knows the

uncertainty is resolved by waiting

companies know that and so that's an

interesting conclusion there uh you know

and it's something that we look at as

you know we look at this in the housing

market as well so so you know we have

the non-accredited raise for house hack

but I want you to think about the with

the housing market we look at markets

that are structurally and always going

to be underbuilt that's where we like

investing because that's where we can

make our investors money and when we IPO

in the future we hope we can

institutionalize what we're doing and

it's big dollars for everybody involved

okay that's the goal I'm biased

obviously house act.com but the point is

some things don't change you could have

a politician say they're going to change

things and they're going to change the

rules and they're going to make things

temporarily different fine then you just

wait for it all to return to the mean

the same thing that's true in housing I

believe will also end up being true in

manufacturing do I really think we're

going to manufacture aluminum in the

United States is that the best use of

Americans Talent do I really believe

that the UAW saying uh tariffs are great

for Americans is truly great for

Americans or is it great for Union auto

worker union dues who represent about

400,000 workers out of the 154 million

workers in the country in other words

less than

1% so I I hate to say it but this may be

a very unpopular opinion because right

this this implies that somehow oh I'm

anti-trump I'm anti- tariff I think

tariffs are a stupid idea if you want to

use them to negotiate that's fine but I

actually think he's just doing this to

try to get to free trade again and then

when we get back to free trade well now

we don't have tariff induced inflation

and oh my gosh rates can come down and

you accomplish everything thing so then

you accomplish uh lower inflation lower

rates and hopefully an economy that

hasn't yet gone into recession but we

will return to free trade and companies

know that and they don't want to be left

building infrastructure in the most one

of the most expensive places in the

world probably outside outside of like

Europe or the United Kingdom to

manufacture why why if you're not going

to get incentivized the only reason we

were really seeing manufacturing come

back to the United States and I'm not

here to shill Biden by any means but

things like the the inflation reduction

act incentivizing Manufacturing in the

United States was an instantaneous

transformation for business end phase as

an example uh was Manufacturing in

Romania because it was cheaper to

manufacture inverters in Romania

inflation reduction act comes around

they're like oh my gosh guess what we're

doing now we're Manufacturing in America

well if the inflation reduction act goes

away guess what they're going to go back

to going back to Romania and then people

are like oh but but then you'll go to

tariffs fine we might go to tariffs for

the short term you go to tariffs for the

short term you create economic pain you

create lower growth uh you create this

talk about investment and then it never

actually happens and then guess what you

end up back at free trade anyway now

best case scenario we see a reduction of

retal tffs retory tariffs right this is

actually a very interesting thesis that

you could use I think I get allies out

here

loser ah anyway there's this idea that

you could actually use these

negotiations to

reduce the tariffs that have been

implemented against the United States so

again it ends up being just a leverage

argument but even in that case if you go

into a reduction of of tariffs so like

the inverse of retaliatory tariffs like

everybody together going to free trade

then what you end up with again is free

trade so we will revert to the mean we

will revert to free trade that's my

opinion that's my thesis I could be

wrong that's why I'm putting opinion in

this title because I don't want people

to think that you know I'm I'm telling

you this is exactly what's going to

happen I'm telling you what I I think is

going to happen uh and I think you know

maybe you could leave a comment Down

Below on this I don't know if these sort

of videos are going to be interesting to

people do people just sort of only want

the news or do you actually also want my

opinion hence again why I'm putting

opinion in the title to isolate to

people who might be interested in that

but think about the long-term investing

implications of this well if we go back

to free trade we go back to growth it my

opinion uh you remove

uncertainty uh and in the long term we

won't have an inflation issue you'll

have a a disinflation issue you'll be

right back to the money printer turning

on which when the money printer turns

back on what do you want you want assets

it could be anything it could be Bitcoin

uh it could be gold or it could be real

estate it could be stocks because they

preserve your purchasing power in the

face of

inflation now even we might not have

inflation I don't think we're going to

have high inflation the money printer

will be on so technically what we're

doing is we're just fighting deflation

because we should be seeing deflation in

our numbers in a capitalistic economy

but we don't because we print too much

so kind of funny but uh point of all of

that is be cautious of these

announcements meaning anything for our

GDP in the meantime in the near term and

wait for that like we go back to free

trade and avoid a recession your boy

Kevin's back to buying the dip