The David Lin Report

‘Biggest Ever' Wealth Boom: This Sector Set To Explode | Lior Gantz

Sep 3, 2025
Lior Gantz discusses America's economic resurgence, driven by AI and a shift back to local manufacturing. He highlights small-cap companies as prime investment opportunities, particularly within the Russell 2000. The conversation touches on geopolitical shifts that challenge U.S. dominance and the rising importance of gold, Bitcoin, and stablecoins amid economic restructuring. Gantz also encourages young professionals to explore the blockchain sector, emphasizing its potential for innovation and investment.
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INSIGHT

U.S. Entering A Hyper-Growth Phase

  • Lior Gantz argues the U.S. entered a new hyper-growth phase starting Nov 2024 driven by AI, reshoring, and tariffs.
  • He views deregulation and mass CapEx as restoring America's manufacturing and innovation leadership.
ANECDOTE

Early Investor Origin Story

  • Lior recounts starting to invest at 16 after his father went bankrupt and getting a bank waiver to buy equities.
  • That early experience shaped his lifelong bullish outlook on participating in America's growth.
INSIGHT

Trade Routes Will Redraw World Power

  • Geopolitical blocs are realigning into competing power blocks and a third global south led by India.
  • Trade routes and choke points will increasingly shape alliances, economies, and conflict lines.
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