Investing Wisely During Financial Turmoil | Ray Dalio Billionaire Investors Advice

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금융 불안기 투자 조언 영상. 결론: 은행 문제는 전 세계적 이슈이며 부채 및 레버리지 리스크가 커져 있으니 안정성을 우선하라. 은행·채권 문제 진단 실리콘밸리은행 사태는 단순 대출 문제가 아니라 글로벌 이슈로 설명. 연기금·보험사 등이 가치가 하락한 정부채를 대량 보유. 금리가 높아 세계가 레버리지 상태이며 돈이 부족하다는 진단. 채권 보유 리스크 정부는 돈을 찍을 수 있으나 개인·기관이 보유한 채권은 가치 하락 시 회수 불가. 디폴트 리스크 상승, 인플레이션 대비 실질 손실 발생. 인플레이션 연동채 등을 지표로 제시하며 채권 보유 이유가 없다고 주장. 차입·소비 행태 금리가 낮을 때 기업은 차입 투자, 개인은 이자만 내는 주택대출로 집 구매. 실직 등 최악의 상황에 대비한 여유를 강조. 투자처 선택 기준 3가지 첫째, 재무가 강하고 수입이 지출보다 많으며 재무상태가 탄탄한 곳. 둘째, 내부 갈등이 없고 살기 좋은 환경인 곳. 셋째, 국제 전쟁 위험이 없는 곳. 광고 발행사 구독 광고(월간 소형주 리서치 뉴스레터, 기술주 2종 추천, 무료 e-book 제공). 구체적 종목 가격 예측이나 목표가는 없음.

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01. thank you this thing with the bank is not a Silicon Valley Bank a loan issue it's not a banking issue it is a global issue in terms of all around the world all sorts of entities Pension funds and insurance companies all around the world there was a lot of the buying of these government bonds which have gone down in value and the cost of money is high and so the world is leverage law you don't have enough money and Central Banking works like that except the government can print the money so the risk and when it's a government is not that you won't get the money back in listen like in this particular case for a bank it goes down in value so you ain't going to get that back you're going to sell it what happens for the economy as a whole is then they print the money if you're holding that debt you are holding something that will money will come back if the money's hard if that's going to be good money that's coming back it's going to be hard for those entities to pay back because it's a lot relative to their income and cash flows to pay it and that means that the default risk Rises however because you don't you're holding that it means that the debt will be bad one way or another it's either bad because they don't pay it it needs a haircut for them to pay it you're losing buying power there's no good reason to own that if I look at inflation index bonds as an indicator um or other indicators I'm losing percentage points to inflation by holding that Bond and then when they and people realize that well you don't want to do that and then the other side of it was you want to borrow and buy stuff because you know money's free so companies borrow and buy stuff and individuals buy houses because it the interest-only loans on the houses I mean like okay I'll get buy a house I can buy an apartment if everything goes wrong I'm okay and everything can be inflation depression anything whatever it is I lose my job I I I you know whatever it is I got that thing covered then your next level is okay what am I going to get the highest Returns what is my best bet and then two that it's it's not just the investment it's where am I am I in the middle of a fight my God won't be in the middle fight are you going to be in a place and around people and circumstances that are financially strong in other words are they earning more than their spending and they have a good uh balance sheet because that means stability if you can go through that and you have stability places that are like that are better off number two do they have internal conflict um Country Place and is you know and is it a hospitable environment for me okay that's the second and then third are they in the risk of an international War um like I don't want to be where the fighting is I really don't you know I don't want to be safe and stable and so on so this is a time for looking for such things foreign globalstockresearch.com you know there are some hidden gems in small cap micro cap and Nano cap stocks out there but you have neither the time to find them nor the expertise to research the best of them Global stock research's monthly Financial newsletter provides our clients with two in-depth research stocks which have the potential to double or more in a single year or less ground floor opportunities monthly overview of the OTC markets as an added bonus for subscribing today we're giving you six free financial related ebooks an 89.94 value subscribe today cancel anytime globalstockresearch.com