저자: 미상 · 외국인
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마이클 버리는 2021년 7월 인터뷰에서 밈주식(게임스탑·AMC·블랙베리 등)이 닷컴·주택 거품처럼 폭락할 것이라고 경고했다. 핵심 주장: 밈주식 상승을 떠받치던 신규 자금이 고갈되고 있어 붕괴가 임박했다는 것이다. 다만 정확한 시점은 모른다고 했다. 근거 수치: 영상 제작 시점 기준 게임스탑은 2021년 들어 1,000% 이상, AMC는 2,500% 이상 상승한 상태였다. 개인투자자는 전체 거래의 약 10%이며, 2020년 3분기 15%에서 감소했다. 버리의 과거 이력: 2008년 주택 거품 공매도로 큰 수익을 냈고, 2019년 게임스탑을 보유했다가 2020년 말 매도했다. 시장 구도: 펀더멘털 투자자는 트레이더를 투기꾼으로 보고, 트레이더는 공매도 세력을 밀어내는 기회로 본다. 진행자 입장: 진행자 본인은 트레이딩보다 장기 투자(ETF 포함)를 선호한다고 밝혔다. 영상은 채널 홍보와 구독·무료 가이드 안내를 포함한다. 조건·리스크: 붕괴 시점 미정, 신규 자금 유입 지속 여부에 따라 달라짐. 개인투자자 집중 거래 자체가 가격을 밀어올린다는 점이 리스크 요인. 출연자 전망: 버리는 밈주식 하락(약세)을, 진행자는 개별 트레이딩 자체에 대해 중립적 태도를 보였다.
다듬은 글
michael berry is at it again because in his most recent interview he said that reddit stocks mean stocks are about to crash because new money is drying up what's up everybody i'm just putting singh from the minoritymaster.com where money mine's rethink rich i've been talking about michael bury for a little while now on our channel michael berry first became famous during the 2008 crash because before the whole real estate bubble crashed in 2008 he started shorting the housing market meaning he meant against the housing market when everybody thought that housing prices could not come down so he went against the grain he went against the entire country he went against the housing market and he put his money where his mouth is and he bet that the housing market will collapse and when the housing market collapsed he made a fortune now he's been very vocal again this time particularly about meme stocks things like gamestop amc blackberry these stocks he says are on the verge of a massive crash you don't gotta take my word for it what he says is quote that reddit favored meme stocks are said to crash like the dot-com and housing market bubbles of previous decades so he is pretty bearish meaning he thinks that these type of stocks are on the verge of a massive collapse now before i get into michael bury's reasoning for all of this i need you to do me a quick favor and smash that thumbs up button below and if you haven't already be sure to join our free and brand new discord server the guac talk server we call it the guac talk server because as you know extra guac is truly a symbol of wealth and in this guac talk server you can chat with other minority master thinkers you can chat about the stock market the real estate market the cryptocurrency market and all things building wealth this community is completely free and if you want to join our free guac talk server i got a link to how you can do that in the description below so the reason why a lot of people on reddit think michael berry is very interesting is because back in 2019 before the pandemic before the term meme stocks was even created michael berry announced that he was long game stop which means he owned a lot of shares of gamestop because he believed in the company he thought it was an undervalued company so when he went out and he bought a ton of gamestop back in 2019 then obviously we saw what happened with gamestop for 2021 but he sold his shares of gamestop in late 2020 before we saw the massive run-up in 2021 well when this pandemic hit in 2020 it was very interesting because everybody who was going to work every single day and people that were going to school every single day were now all of a sudden stuck in their home or in their apartment and they weren't allowed to leave and so people resorted to going to their phones going to the computers watching tv and a lot of people who were playing games decided to play these games in real life on the stock market because you had a lot of free time a lot of people were not working a lot of people were not going to school so you had a lot of extra time and some people thought this could be a great opportunity for me to buy stocks because a lot of people know that when the 2008 stock market crash happened the people that bought stocks at the bottom were able to make a lot of money so a lot of people when they saw the 2020 stock market crash were like this could be a cool opportunity for me to make money and now on the internet you can chat about stocks in the stock market on things like reddit and stock twits and our discord server and so this was the perfect opportunity for a lot of people now to enter the stock market and start trading stocks and that's where you saw this massive influx of retail traders we saw the biggest influx of retail traders in history retail traders means amateur non-professional traders and so we saw the biggest influx of retail traders in history back in 2020 when this pandemic first hit and so lots of people started trading stocks people started talking about stocks online and that's when we started hearing about the whole concept of meme stocks this is where now you're also starting to see a big divide between the fundamental investors of the world and the traders of the world because the traders are saying hey we're not gambling we're doing a research we're seeing companies that are being shorted a lot and we're using this as an opportunity for us to come in and buy and push out the short sellers the fundamental investors are saying no you're just gambling and you're manipulating the markets while we are trying to find undervalued companies and invest for the long term so michael bury says the people trading these meme stocks are gamblers and he says that the speculative traders are propping up some of these meme stocks and they could soon hurt regular investors what he says is that although things have cooled down recently these stocks are still up way more than this should be according to him as of the time we're recording this video gamestop is still up more than one thousand percent in 2021 while amc is up more than 2500 percent in 2021 alone one thing that i think that is very interesting is that retail traders right now at the time we recorded this video remember retail traders are amateur traders retail traders represent about 10 of all trades in the current market which means 90 of all trades in the market are not retail traders and this 10 figure is actually a lot lower than what it used to be in the third quarter of 2020 that's when retail trading was 15 of all trades in the market now it's come down quite a bit since then but you got to remember 90 of all trades in the market right now are not retail traders but we have all this focus going on retail traders saying that retail traders are manipulating the market and the retail traders are gambling and the retail traders are creating this bubble that's very interesting especially when they're such a small piece of the entire market in any case according to michael bury he says quote we're running out of new money available to jump on the bandwagon we need new money to go back into these meme stocks to prop them up even higher and because this new money is starting to fade away he says that these stocks are going to crash and when are they going to crash well according to him what he says is i don't know when the meme stocks will crash as i believe this retail crowd is fully invested in this theme and wall street has jumped on the coattails now before i get into what this means for your stock market strategy and what this means for your portfolio i do want to let you know that if you are interested in investing money in stocks for the long term and you want to know how to build wealth in stocks we have a free guide on stock market investing that you can read for free when you join our free newsletter this guide will walk you through different stock market strategies and how you can build wealth in the stock market so if you want to read this guide for free and start reading your emails i've got the link to hike and download this free stock market guide in the description below when we talk about trading stocks we're talking about owning stocks for less than one year if we're talking about investing now we're talking about owning stocks for one year plus the whole idea here behind investing is now you're finding a company that you love that you believe in for the future and hopefully you're buying it at a cheap price you believe it's undervalued right now and because you believe in the products that this company is creating for the future you think this company is going to continue to grow and so you want to own it for the long term when you're trading you don't really care too much about the fundamentals of the company you don't really care too much about the profitability or the long-term profitability or the executive structure all you care about is how fast can you see a quick run up in the stock that way you can buy it sell it high and sell it for a quick profit so when you're trading stocks you're not looking at the fundamentals you're looking at the stock charts you're trying to see the momentum is there a lot of excitement about this stock if there is you're going to see a lot of buyers hopefully come in and if so that will push the stock price up and that could make you a quick profit this is what traders are looking for investors are looking for this so what michael brewer is saying is we have a lot of people doing this who don't really understand the real kind of the trading side of things and because a lot of people doing this it has really pushed the price of some of these stocks way higher than what he thinks is reasonable and because of that he says that they're going to come crashing down because michael berry is more on the fundamental side of things now look there are ways for you to make money here and here i know a lot of people that are making very good money on this side of things but for me it isn't worth it i don't like kind of spending all the time in the stock market trying to flip stocks i like investing my money for the long term i like finding companies that i believe in and investing in them because i believe in the long-term value of these companies and i believe in the companies another thing that i like to invest in are etfs an etf is an exchange traded fund and this is essentially a basket of stocks because if you're not interested in reading earnings calls and keeping up with companies and understanding how profitable companies are and how their revenues are growing then an alternative for you if you want to invest in stocks but you don't want to do all the work it's just to invest in the etf because an etf gives the exposure to a whole bunch of stocks that we don't have to find the best doc because if you put all your money into one company or to a couple companies and one of them go bankrupt or one of them goes under well now you just lost a huge chunk of your investment so if you want to kind of save yourself from that risk you can look at investing in etfs because now you get exposure to a whole bunch of different companies you have etfs for pretty much everything like you have general stock market etfs like vo and spy these etfs give you exposure to the s p 500 meaning they give you exposure to the top 500 companies in the stock market so if the stock market goes up generally those etfs go up if the stock market goes down generally these etfs go down you have etfs for tax stocks you have etfs for health care you have etfs for real estate so you pretty much got to figure out what you want to invest in and then find an etf for that if we're talking about trading stocks you're typically not going to be trading etfs because etfs are for your long-term investments if you're trading stocks you're going to be trading individual stocks and again you're going to be looking for momentum you're going to be looking for other indicators that show you and hopefully a stock that you're buying right now it's going to go up quickly in the near future that way you can make a quick book again i don't spend too much time here which is why i don't like talking about the trading side of things too much i know more about the investing side of things which is why if you want to learn more about investing you can check out our free guide and we have a bunch of videos on our youtube channel that you can check out thank you for watching if you enjoyed this video here's a video on how to build your wealth by investing your money that i think you'll love and while you're at it download our free stock market pdf and as always keep hustling the stock market is a place where you can go and buy shares or ownership in some of your favorite companies amazon chipotle lululemon amazon when you invest in their stocks you get to own a piece of the company
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