저자: LarryFink · 외국인
요약 보기
결론: 래리 핑크는 인플레이션이 빠르게 둔화될 것으로 보며, 가장 큰 우려는 인플레이션보다 희망 상실이고 암호화폐 기술(토큰화)은 중요하다고 본다. 거시 전망: 현재 시장은 인플레이션과 달러 강세로 주식·채권이 각각 약 18% 하락한 대대적 리셋 국면이다. 미국은 달러 강세 덕에 다른 지역보다 고통이 적다. 인플레이션: 인플레이션은 빠르게 둔화될 것으로 보나, 연 2% 목표 회복은 어려울 것이라 본다. 40여 년 시장 경험상 3~4% 인플레이션은 오히려 바람직했을 수준이라 주장했다. 장기 구조: 출생률·인구구조 붕괴로 중국(경제 둔화, 이념 중심화)과 유럽(러시아 가스·에너지 비용)이 구조적으로 변하고 있다. 인플레이션 진정 후 세계는 성장 2~3%, 인플레이션 3~4% 세계가 될 것이라 본다. 핵심 우려: 세계가 희망을 잃는 것이 가장 큰 위험이며, 이는 장기 투자 감소로 이어진다. 주식·채권이 인플레이션(4%)보다 낮은 2% 수익률만 내는 상황을 가장 두려워한다. 암호화폐: FTX처럼 분산원장이 아닌 기업은 상당수 사라질 것이라 보나, 블록체인 기술 자체는 매우 중요하다고 평가했다. 증권의 토큰화가 차세대 금융시장이 되며, 즉시 결제와 중개자 축소로 수수료가 크게 낮아질 것이라 했다. ETF: ETF와 인덱스 펀드가 투자 방식을 바꾸고 있으며, 대다수 투자자가 지수에 투자하는 방향으로 이동 중이라 언급했다. 영상 해설자 주장: 블랙록의 블록체인 ETF 출시와 코인베이스 협력은 이 발언과 맞물린다고 해석하며, 다음 강세장 암호화폐에 확신을 표했다. 단, 이는 해설자 개인 견해이며 핑크 본인의 가격 예측은 아니다. 리스크: 인플레이션 재발, 중국·유럽 구조 악화, 투자 심리 붕괴가 주요 위험으로 제시됨.
다듬은 글
BlackRock is the world's largest asset manager with over 10 trillion dollars of assets under management this makes companies like Vanguard and Fidelity look like small potatoes now recently blackrock's chairman and CEO Larry Fink was interviewed on everything going on in the world of investing right now now obviously being the CEO of BlackRock Larry is definitely someone worth paying attention to and so in this video we'll be taking a look at two main things first Larry gives his overview on everything going on in the world of investing as he sees it and then on to huge news for all crypto investors as he drops a major bombshell as always if you do enjoy anything in the video then drop a like always appreciated okay first up as one of the key messages of this channel is never just copy or of one single person but gather multiple reference points where better than the CEO of the world's largest asset manager hi everyone um I I think there's you know many great things going on in the world and the economy obviously it's been um it's being hidden in the narrative and obviously the reality of really elevated inflation markets that are down 18 in equities down pretty close to 18 in bonds the appreciation of the dollar so there's a whole reset in the marketplace and um and the reality the US is feeling much less pain than other parts of the world because of the dollar appreciation um and and other issues but but um I actually believe inflation will be abating very rapidly will evade rapidly yeah I mean is it going to go back down to two percent which is their objective that's going to be hard and that's going to be the fundamental issue where where is an acceptable level of inflation I mean in my 40-something years of being in markets you would have dreamed for three or four percent inflation so uh we set this target now up two percent which can be debated why too and I've had conversations on that um my biggest worry is not that we're not going to see a falling of inflation back to three or four percent my biggest worry is the world is losing hope we are we have seen a collapse in in birth rates and demographics we're actually going to enter a period of more what I would call malaise uh we are all seeing um the transformation of China going from what I would have called a very economic-minded economy to more ideological economy we're seeing the attended effects on that and we're seeing a Chinese economy slowing down to a three we have the European economy that is really fundamentally changed right now related to the Russian gas and the cost of energy and the fiscal support by governments and so I believe after we get out of this real spike in inflation we're going to be waking up to a world that's going to be a two-ish three percent world with maybe three or four percent inflation and I think that's going to be the fundamental issue that we're going to be facing and so interestingly he talked about a big reset in the market all major asset classes have been hit High inflation war in Europe dollar appreciation however he's in the camp that inflation will be coming down quite quickly and the number one problem that he sees is loss of Hope so what does this mean well blackrock's main strategy is attracting the long-term investor people who invest for 10 20 30 40 years aiming to get a seven to eight percent annual return and build up a nice big nest egg for retirement but if people lose hope then they're less likely to invest in the long term and his biggest fear is a world where stocks and bonds are only giving two percent when inflation is running at four percent okay next up time for some huge crypto news Larry Fink gave some very surprising remarks on crypto and in fact how crypto could completely change the investing landscape check this out oh I actually believe most of the companies are not going to be around I still believe that I do believe because because they're now real they're frauds they're what well I mean let's think about FTX I mean you can look back now FTX created it its failure was it's creating its own token it was not a defy it wasn't it wasn't a you know a ledger that was open to the world it was a customer pleasure right it was not distributed so the whole Foundation of what crypto is it's supposed to be this distributed Ledger that is across the system I actually believe this technology is going to be very important I am I you know look at it we have been part of the huge revolution in investing through ETFs we believe that ETFs will be changing the whole way we invest many people still use it as a means well people are investing it for indexing no they're the majority of people are putting money in an index ETFs or active investors that are buying exposure the entire bond market is being transformed as we talk right now I believe the Next Generation for markets the Next Generation for Securities will be will be tokenization of securities um we will and if we can have that distributed Ledger that we know every beneficial owner every beneficial seller we all have our our code of who's buying who's selling instantaneous settlement and think about it changes the whole ecosystem you don't need Trust Banks does that disrupt you eventually because you are custodians no we're not a custodian no I I mean the transformation think about instantaneous settlement bonds and stocks um no middlemen we're going to bring down fees even more dramatically um as for me I don't have to vote on any shares anymore because the beneficial owner will do all the voting they'll have it and that's where I want to go with this conversation I knew I was going to take you there thank you so some huge points being made here firstly he sees the future being ETFs and this is like similar to an index fund where you buy a whole bunch of companies together and you don't take the risk of just investing into one single company and subsequently this is why I loved crypto 20 so much but I'll talk more on that in a video coming very soon but essentially ETFs and Index Fund outperformed the vast majority of investors both professional and Retail investors over time that's the important point now he mentions that crypto technology is going to be hugely important and that the next generation of financial markets is going to be the tokenization of Securities imagine the stock market getting rebuilt onto a blockchain the bond market getting re built onto a blockchain the who's buying and who's selling will be done by code getting rid of the intermediaries as we know this is also instantaneous settlement and it completely changes the whole ecosystem so I can officially say Larry Fink CEO of BlackRock now gets it and this is probably why they recently launched a blockchain ETF and partnered with coinbase for up and coming crypto custody so there you are guys hope you enjoyed this was epic news coming from BlackRock and it makes me even more confident that the next bull running crypto is going to be epic can you imagine the global stock market and Global bond market being moved over onto crypto rails and this has come from the CEO of BlackRock himself so seriously how much bigger news do you want from today glad to share and for now just to say if you did enjoy anything in the video then drop a like and a big thank you to everyone who does and I'll see you in the next video bye for now
Comments 0