The Minority Mindset Show

"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 last year."

 

The tariffs, the capture of Venezuela's president, the attacks on Iran; these aren't isolated geopolitical events. They share a common denominator: China. In this conversation, Jaspreet Singh sits down with his firm's head of investing research, Jackson, to break down the real economic conflict unfolding between the U.S. and China.

 

Jackson explains how China has systematically gained control over the raw materials powering the modern economy: from the lithium in EV batteries to the rare earth metals in U.S. missiles. Along with why the U.S. is now scrambling to rebuild a domestic supply chain it didn't realize it had lost. For investors who understand where this is heading, it creates a specific and significant opportunity.

 

In this episode, you'll learn:

How China used lithium price crashing to gain control of 80% of the world's lithium supply, and why the U.S. is now pushing for critical mineral price floors to prevent the same playbook from repeating

Why the dollar's reserve currency status is under growing pressure: Saudi Arabia is now selling oil in Chinese yuan, the BRICS alliance is expanding, and while stable coins pegged to the dollar are adding global adoption, the underlying vulnerability is real and increasing

How the U.S. strategy to contain China connects Venezuela, Iran, the UAE leaving OPEC, and tariffs into one coherent economic war and why Jackson argues that whoever controls the global flow of energy will hold the dominant position when this conflict resolves

How Jackson's research methodology works: talking directly to people pulling metals out of the ground, attending industry events like the World Mining Congress, reading trade papers and government legislation in progress, and only layering in financial modeling after understanding the underlying thesis, the opposite of buying what's trending on Reddit

 

Keywords: China trade war, dollar reserve currency, critical minerals, rare earth metals, energy investing, petrodollar, lithium supply chain, geopolitical investing, commodity price manipulation, active investing

 

 

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Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast).

----------

➤ Invest In Stocks Passively

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2) Policygenius - Get a free life insurance quote:

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3) Fundrise - Invest in real estate with as little as $10!

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"The average American would rather look rich than actually be rich."

 

Most people are taught to work for a paycheck, but wealthy people work for profit. The difference is not just philosophical: profit pays you when you're not working, has no earning ceiling, and is taxed at a lower rate than earned income. This episode breaks down exactly why the paycheck model keeps most Americans broke, and introduces the 75-15-10 rule as the system to escape it.

 

Jaspreet Singh walks through three paths to earning profit: building a business, working for a company with profit sharing, and buying into profits through investing. He then explains how to fund that third option by splitting every dollar earned into three automated buckets before it can be spent.

 

In this episode, you'll learn:

Why the paycheck model has a built-in ceiling, raises are incremental and income stops the moment you stop working, while profit has no cap and continues without your direct labor

The three ways to start working for profit: build a business, work for a company that offers profit sharing or equity, or use your money to buy ownership stakes through investing

Why three separate bank accounts are mandatory, not optional: running spending, saving, and investing money through one account makes it too easy to accidentally spend what was meant to be invested

How to size your emergency savings: 3 months of expenses if you're young with few financial dependents, up to 12 months if you have a spouse, children, or lower risk tolerance and once you hit your target, redirect that 10% into investing instead

Why real estate offers cash flow, a hard asset, and some of the most favorable tax treatment in the U.S. tax code — but requires more capital, more work, and more active management than stock market investing

 

Keywords: 75-15-10 rule, working for profit, passive income, ETF investing, SCHD dividends, always be buying, S&P 500, financial independence, wealth building, paycheck vs profit

 

 

Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie

Below are my recommended tools!

Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast).

----------

➤ Invest In Stocks Passively

1) M1 Finance - Buy stocks & ETFs automatically:

https://theminoritymindset.com/m1

----------

➤ Life Insurance

2) Policygenius - Get a free life insurance quote:

https://theminoritymindset.com/policygenius

----------

➤ Real Estate Investing Online

3) Fundrise - Invest in real estate with as little as $10!

https://theminoritymindset.com/fundrise

----------

Welcome to the Minority Mindset Show! Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie

Below are my recommended tools!

Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast).

----------

➤ Invest In Stocks Passively

1) M1 Finance - Buy stocks & ETFs automatically:

https://theminoritymindset.com/m1

----------

➤ Life Insurance

2) Policygenius - Get a free life insurance quote:

https://theminoritymindset.com/policygenius

----------

➤ Real Estate Investing Online

3) Fundrise - Invest in real estate with as little as $10!

https://theminoritymindset.com/fundrise

----------

"Either you can fight a slowing economy or you can fight inflation. You can't do both at the same time."

 

On May 15th, Kevin Warsh replaces Jerome Powell as chairman of the Federal Reserve Bank and President Trump has made clear he would only appoint someone willing to cut interest rates. The immediate story is mortgage rates and housing affordability. The deeper story is a $39 trillion national debt crisis, a government spending $2 trillion more than it collects every year, and a playbook last used after World War II to inflate away the debt without paying it back.

 

Jaspreet Singh breaks down how financial repression worked between 1946 and 1974. Cutting rates below inflation to let the government borrow for free, growing the economy faster than the debt, and making savers poorer in the process, and why the conditions today look strikingly similar.

 

In this episode, you'll learn:

How a drop in mortgage rates from 7% to 4.5% saves a homeowner over $600 a month and why Trump is already moving without the Fed, demanding Fannie Mae and Freddie Mac buy $200 billion in mortgage-backed securities to push rates lower now

How the 1946–1974 financial repression worked: the government kept interest rates artificially below inflation, pressured institutions to lend to the government at a loss, and grew the debt-to-GDP ratio from 121% down to 25% 

Why today's situation is worse than post-WWII: the current debt-to-GDP ratio sits around 130%, interest payments already consume 20 cents of every tax dollar collected, and cutting rates would save the government hundreds of billions annually in interest

Five investment categories to watch if this plays out: real estate ETFs (VNQ, XHB, ITB), gold as an inflation hedge (GLD), inflation-protected treasuries (SCHP), broad U.S. market exposure (SPY), and international diversification through developed (VEA) or emerging markets (VWO)

 

Keywords: Federal Reserve, Kevin Warsh, mortgage rates, financial repression, national debt, inflation hedge, interest rates, housing market, S&P 500, gold investing

 

 

Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie

Below are my recommended tools!

Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast).

----------

➤ Invest In Stocks Passively

1) M1 Finance - Buy stocks & ETFs automatically:

https://theminoritymindset.com/m1

----------

➤ Life Insurance

2) Policygenius - Get a free life insurance quote:

https://theminoritymindset.com/policygenius

----------

➤ Real Estate Investing Online

3) Fundrise - Invest in real estate with as little as $10!

https://theminoritymindset.com/fundrise

----------

"Here we are 55 years later and we're still temporarily off that gold standard."

 

In 1971, Nixon took the dollar off the gold standard, temporarily. In 1974, the petrodollar agreement with Saudi Arabia gave the dollar a new anchor (oil). For 50 years, that system held. Now it's cracking. Saudi Arabia is selling oil to China in yuan. The UAE just left OPEC after 60 years. And global currency reserves held in U.S. dollars have dropped from 72% in 2001 to 56% by end of 2025.

 

Jaspreet Singh traces the dollar's evolution from gold-backed currency to fiat to petrodollar and explains why the UAE's departure from OPEC is the latest signal that the world is quietly, slowly, moving away from dollar-denominated oil trade and what that means for investors.

 

In this episode, you'll learn:

How the petrodollar was born: in 1974, the U.S. struck a deal with Saudi Arabia. They take oil profits in dollars and buy U.S. treasuries; in exchange, receive U.S. weapons and military protection, effectively making the dollar the currency every country needed to buy energy

Why Russia's 2022 sanctions accelerated de-dollarization: when the U.S. froze Russian assets, countries around the world took note and began quietly seeking alternatives, knowing their own dollar-denominated reserves could face the same fate

How China has been dismantling the petrodollar piece by piece: creating yuan-priced oil futures, striking a deal with Saudi Arabia to sell oil in yuan, and growing the BRICS alliance, while the UAE's OPEC exit signals more countries are ready to trade outside dollar terms

Five investment angles to consider: gold as a dollar hedge (GLD), international markets from developed (VEA) to emerging (VWO), domestic energy independence plays (XLE), defense ETFs (ITA), and broad U.S. market exposure (SPY)

 

Keywords: petrodollar, dedollarization, UAE OPEC, Saudi Arabia yuan, dollar reserve currency, gold investing, geopolitical investing, energy ETF, defense stocks, international diversification

 

Want more financial news? Join Market Briefs, my free daily financial newsletter: https://link2.briefs.co/gie

Below are my recommended tools!

Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or podcast).

----------

➤ Invest In Stocks Passively

1) M1 Finance - Buy stocks & ETFs automatically:

https://theminoritymindset.com/m1

----------

➤ Life Insurance

2) Policygenius - Get a free life insurance quote:

https://theminoritymindset.com/policygenius

----------

➤ Real Estate Investing Online

3) Fundrise - Invest in real estate with as little as $10!

https://theminoritymindset.com/fundrise

----------