The United States has gone from a non-factor in oil and gas production 15 years ago to a world leader in crude oil refining and the largest producer of oil and natural gas. That in itself is revolutionary as the U.S.’ position will only continue to grow and create new opportunities. But we want to dig deeper to find the real money-making opportunities. Oil may not be next generation, but how we get it is.

My investing approach looks at the big picture of where the world is and where it will be 10-20 years from now. Think about the first cell phone. Investors who believed the clunky contraption would soon number in the billions are now filthy rich. A similar situation is setting up for lithium as Wall Street is overlooking the way energy is and will be stored. So if you walk away from this site with just one investment idea, I hope you make it this one: Lithium.

The final tech trend I want to share with you is another area you may not immediately think of in the new world of technology, but that’s one of the great things about innovation. The old can be made new again. The U.S. is on the verge of a manufacturing revolution the likes of which haven’t been seen since the industrial revolution in the early 20th century, and it's where where all trends we’ve talked about come together.