저자: ChamathPalihapitiya · 외국인
요약 보기
출연자는 2008년 이후 중앙은행의 대규모 유동성 공급(약 30~35조 달러)이 수요·공급 불균형을 키웠다고 주장하며, 이를 흡수하려면 수년간 점진적 유동성 회수가 필요하다고 봄. 에너지 가격 상승(유가 배럴당 105달러)과 러-우 전쟁으로 CPI는 당분간 높게 유지되고 FED가 과잉 긴축할 수 있으며, 이로 인해 주식 전반이 낮은 가격으로 재평가되고 기업 이익도 감소할 것이라고 전망. 다만 테슬라는 경기침체에도 상대적으로 견조할 것이라는 견해.
다듬은 글
did you know that this generation will change as a result of the impending Tesla stock fall according to chath popatia it is commonly known that Tesla leads the electric vehicle market and consumers are expecting the business to continue to innovate keep an eye out and stay tuned to learn what popatia meant it is innovation that propels Global progress things that are new Innovative or evolve from what people are used to indicate Improvement and change accordingly Tesla has a reputation for introducing several inventions in a variety of fields and domains you'll discover today why this generation will be altered by the impending Tesla stock fall according to chath popatia the thing that you have to do before you talk about what is happening now I think is probably useful to go back and start at the end of the great financial crisis States Chim popatia originally from Sri Lanka chamath popi had a senior exec opadia is number 2378 on Forbe over $opatia a well-known Tesla bull predicted that the company will double or possibly triple in value in the next years due to its bright future additionally he stated that Tesla is a Clean Energy company that may surpass the fossil fuel sector which will eventually cause Tesla stock to outperform and present a far greater chance to reach $10,000 even still he can't deny that the economy isn't doing well right now even though he supports Tesla according to popatia the thing that you have to do before you talk about what is happening now I think it's probably useful to go back and start at the end of the great financial crisis the reason for this is that many individuals were perplexed about the actions of the US government and certain European governments after the great financial crisis the time between mid 2007 and early 2009 when Global Financial markets and banking systems were under tremendous strain is known as the global cial crisis or GFC he claimed that at the time there was a serious possibility of a financial meltdown prompting action from the United States in the FED which began purchasing toxic assets using its balance sheet the United States of America's Central banking system known as the Federal Reserve System or Fed was established on December 23rd 1913 when the Federal Reserve Act was passed this was in response to a number of financial panics that prompted the need for Central Bank control over the monetary system in order to prevent future financial crisis accordingly numerous governments adopted it and later on a group of individuals came up with the modern monetary Theory which essentially says hey you can keep printing money and introducing it into the economy to smooth things out and to drive long-term growth modern monetary Theory also known as modern money Theory MNT is a heterodox macroeconomic theory that by definition uh views the currency as a public Monopoly and Views unemployment as proof that the owner of the currency is unduly restricting the availability of the financial assets required to meet savings goals and pay taxes according to this idea concerns over growing debt should not be used as a reason to limit government spending it appears that a number of public servants were duped by it the opportunity cost and distributional effects of the central bank's mization of deficits such as how it affects asset prices are not addressed by mmt though and they can have an impact on the economy supply and demand demand sides as well as the inflation constraint before full employment is achieved according to popadia fast forward to 2022 so 14 years later governments around the world had printed something to the tune of about 30 to 35 trillion dollar of money into the economy that should have never been there therefore it's important to keep in mind that although we've been discussing recession and inflation for the past six or eight months we haven't always been hiding the reality of supply and demand in actuality we have been doing it since 2008 simply put it has been accumulating throughout the year system do you believe that buying Tesla stock NOW is worthwhil poly Haida contends that in order to have a true economic balance individuals must come to the realization that all of that money must ultimately be destroyed in the absence of the government misappropriating funds trying to prop up things that shouldn't be propped up buying votes or engaging in any of the other griffs these people have committed over the past 15 years he said what is true Supply and true demand must be undone that is the background he said according to ply Haida the removal of $30 trillion from the global economy would equate to an increase in the world GDP of $85 trillion that's almost equivalent to half of the global GDP for a full year instead of reintroducing new money he said it will require around 3 years of the methodical steady draining off of money he stated that regardless of whether or not we are experiencing a recession it appears that we are just starting a lengthy and drawn out process that's just the nature of the current bare Market poptia predicts that the Consumer Price Index CPI will likely remain extremely low over the next 3 to five months it was mentioned by him that a few parts have completely vanished rent is the first and most likely the largest rent is due three months in advance he continued we're going to reintroduce what the true owner equivalent rent is into CPI so that we can already forecast that CPI going up with oil worth 105 bucks a barrel and Russia is basically trying to break the bank of Europe by now messing with their n gas supplies in addition the German minister of energy stated that in the event that it occurs it might spread like Leman brothers did in terms of energy Leman Brothers Holdings Inc was a multinational financial services company that was established in 1847 and declared bankruptcy in 2008 Leman was the fourth biggest Investment Bank in the US employing over 25,000 people globally according to popatia if all of these things are allowed to play out the result will be rampant runaway costs that are impossible to reain in without meaningful policy changes from the government uh particularly when it comes to the war between Russia and Ukraine and how the government plans to engage collaborate or engage in combat with China all of these issues must inevitably be resolved prices are going to keep rising in the absence of such having stated that indiv idual begin to I wonder how the FED will handle this popatia thinks that because there is so much pressure on the FED to act they will overcorrect popatia asserts I believe that all roads lead to lower Equity prices popia believes differently despite wall Street's announcement of record earnings this year and their prediction that earnings will rise much further next year how do you see earnings going up into these prints like this when you are unable to pass through increases of 80 to 90% in energy and cogs and other costs he said because fewer people will have jobs and be able to purchase Goods you will need to sell fewer Goods poptia believes that Wall Street is mistaken about that account and that in contrast to what Wall Street says earnings will decline this year and undoubtedly the following year he stated I think what probably happens is the entire world of equities needs to get repriced at a lower price even said it does not appear that a recession will have a major negative impact on Tesla stock prices compared to to other automakers Tesla's business is actually predicted to hold up far better in the past Tesla has projected delivery growth of more than 50% over a number of years and this year it may reach 60% growth suggesting that demand growth should continue even in the case of a slump furthermore financial data suggest that this recession won't be particularly severe with bank capitalization staying strong in Family Savings having increased since the pandemic
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