저자: 미상 · 외국인
요약 보기
마이클 버리가 2008년 주택 버블을 예측해 큰 수익을 낸 인물이라는 소개와 함께, 현재 시장의 버블은 주택이 아니라 패시브(인덱스/ETF) 투자 쏠림에 있다는 주장을 소개한다. 버리의 주장: 자산이 대형 우량주 ETF와 인덱스로 몰리고 있으며, 능동 운용자는 소형주에 관심이 있다고 설명. 언급 종목: 자이언트 스톱(Gaining Stop) 주식은 주가 3.9달러 수준으로 낮고 과거 파산 위기 수준까지 떨어진 적이 있어 관심 가치가 있을 수 있다고 언급. 버리 헤지펀드(Scion Asset Management) 차트는 2016년 이후 부진하다가 2019년 회복 중이라고 설명, 보유 비중이 큰 화학·화학제품 종목 언급. 주택담보대출 시장: 위험 차입자에게 모기지 대출이 재개되는 모습을 2008년 상황과 비교하며 우려를 표함. 금리: 미국 30년물 국채 금리가 역전되었고 독일·덴마크 등은 마이너스 금리 상태라고 언급. 출연자 전망: 명확한 1~3개월 가격 방향 예측은 없음. 과거 수익(2008년 약 1억 달러 개인 수익, 투자자 7억 달러 수익)은 과거 설명.
다듬은 글
I guess welcome back to today's episode of market watch 29th of August 2019 and and let's have a look at the news today dr. Michael berry the genius who shot at the housing market marry this guy dr. Michael berry the fund manager of Xian assets and if you're and if you're not familiar with and let me tell you who he is and if you're not familiar with Michael Michael is the person that during the 2008 crisis this when everything crashed and hits lowest point Michael Forrest saw the shortcoming of the crash of the housing markets they'll bring along the downfall of the global economy look and bring the financial crisis in 2008 so how did how much did he make he made roughly a hundred million for himself and seven hundred millions for his investors yep so now that you know who is I'd like to tell you more about the activities in this firm right now Michael Berry is predicting that the bubble right now it's not off the housing crisis in 2008 but it's a passive investment bubble a passive investment but what does that mean it means that people are are more focused into bigger and well-established companies like the exchange-traded ETF and index based assets if you're not familiar with what index are it's it's the best amenities in a particular sector they're performing really well you have to do some research and one index means because it's pretty basic and yes it's pretty common right now people just troll the money in the index in UTS and they just they just don't look it's a passive investing aspect of the echo calls it what he's interested in is in small cap companies that an active manager like him can help bring investors to the table and see what is investing right now that's this is really interesting fun part see on a sec funds hold 3% of the day stop share so if you're looking for something here's something you can have a look at and let's see more about gaining stop shares the prices are almost dirty right now 3.9 US dollars and although it's not been performing pretty well if there's a drop I had almost bankruptcy level something you did you could think about so let's not look at dr.
Barry's hedge fund she owned asset management okay so this is the chart of how his company has been performing since 2016 - designer yes this lost some but it has managed to climb its way back up in 2019 this is the share dr. Michaels hedge fund holds mostly a huge proportion and chemical and chemical products it's something you could have a look at if you're if you're interested and last I'd like to share you some funny business that's going on you get this mortgage markets reopen too risky boys if you don't know what this is in 2008 the markets crashed the banks were loaning money to people who didn't qualify for proper credentials and and after that there were some strict lending requirements but let's just do what they did to through the trouble in 2008 again well versus news folks with the thirty-year government news is inverted negative rates Germany Denmark in inverted with negative interest right now well it's just all I have for today thanks for watching guys who learned to subscribe leave your comments and questions in the comment section below see you guys next time
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