Opportunities of a Lifetime (Book 3: Mastering the Market Cycle by Howard Marks)

요약 보기

하워드 막스의 투자서 '시장 사이클 마스터하기'를 소개하며, 기회는 항상 존재하고 모든 경제·섹터·종목은 사이클을 따른다는 점을 강조. 경제가 좋아도 모든 종목이 오르는 건 아니며, 역사적 분석으로 시장 사이클의 위치를 가늠하는 것이 중요하다고 설명. 책을 통해 FOMO가 줄고 더 인내심 있고 위험회피적인 투자 태도를 갖게 되었다고 함. 특정 자산에 대한 가격 전망은 언급하지 않음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. so today I wanted to kind of go back to um an investing book that I read I think um something that really really kind of motivates me now is just honestly making a lot of money um I understand that being abundant in all areas of your life is the only way to really truly uh you know Succeed In This World um but for me to be abundant in all areas of my life is just so I could you know enjoy uh making money and enjoy the money itself um so definitely uh I read a lot of the uh investing books and how to run businesses uh type of books um because I feel like a lot of uh people kind of neglect this area um because it wasn't taught to us in school um something about this book I think that is great is it taught me that you know opportunities of a lifetime happen all the time um that every day there is always an opportunity uh to be successful uh with investing um you just have to understand uh as much as you can and be on the lookout all the time for opportunities to make money um it is not an easy job is not for the faint of heart because it it requires um a massive amount of uh I think hard work um what can be perceived by I would say inexperienced people as wasted time um you know looking at things and studying data that may or may not become obsolete within you know the next 24 hours uh sometimes but for me after reading this book I was able to use everything that I uh learned or read you know the entire time I've been investing um which has only been about 3 to four years um and be able to understand that this information is pertinent to understand uh and be able to uh I guess uh interpret the current market uh that is happening um something that this book taught me was how to break the uh World economy into uh different smaller pieces and be able to understand that just because the economy is doing well doesn't mean that everything is doing well every single company every single sector of business uh every single stock is doing well um or whatever investment it is that you are interested in doing um that is important to realize that um you know there are going to be times where people will overlook uh in C A Certain area of the economy or sector or stock uh because they simply just don't understand it or is not in the news or it's not uh widely talked about um and it just teaches you to be on the lookout and to understand that there is honestly nothing that is so absurdly new that you know it will never um go up I mean that it will never uh go down that it always be going up up up up up and never come down um now it's not saying that there's no such thing as a sector or economy or stock or or company or whatever that will ever um go down it's it's just saying based on historical evidence and Analysis um of history that you know everything goes through some form of a cycle and it helps you to better understand uh how to kind of analyze the situation and just kind of understand you know and estimate where we are um in the market cycle or the cycle of that business stock Etc or whatnot um it is actually quite a easy read um if you can see uh you know I did bookmark a couple of the pages so I didn't use the entire book to my advantage but I pointed out what uh I marked out what help me understand and confirm my uh belief that there are always going to be opportunities out there and that you have to look for them um you know I think this is a very confidence inspiring book um it does show you that the more you try to understand uh and comprehend things that other people don't want to understand or comprehend or maybe don't have the energy or time to comprehend um and understand will always make you the more prepared and possibly luckier person when an opportunity presents itself and you're able to recognize the uh opportunity and be able to profit from it um so this is a great book I highly recommend reading it um I believe it was Warren Buffett um or Elon Musk that kind of put it in their uh list of books to read and uh it was it was wonderful and I I uh I have I'm so glad that I read this book because it took away my uh I guess it took away my huge fomo um you know fear of missing out type of attitude um and kind of replaced it with a more patient um risk adverse um investing uh strategy I guess uh if that makes any sense um so I hope this this is of great help to you um you know and I hope that you will read this book and comment below uh if this has uh helped you in any way and how it's helped you um it it has helped me uh greatly um in being a more patient and calmer person when it comes to um you know being a business uhm minded investor okay talk to you later bye-bye