저자: ChamathPalihapitiya · 외국인
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자동자막 기준 Tesla 주주에 대한 '마지막 경고'를 다룬 영상. 경기침체 가능성을 제기하며 2008년 이후 통화 공급 확대(MMT 언급)와 인플레이션을 논의. 미국 GDP 2분기 연속 마이너스 정의, 평균 침체 기간 약 11개월 언급. 침체기가 매수 기회가 될 수 있다는 관점. 테슬라는 매출 성장세로 침체에도 상대적으로 견조할 것이라는 논지. 명확한 가격 방향 발언은 제한적.
다듬은 글
uh did you know that Tesla stockholders received a final warning from chamoth Pia in recent months there has been a general concern among the EV companies stockholders particularly after the stock took a drop remember to keep an eye out for more information regarding chth by hapa's warning since the covid-19 pandemic ravaged the world the price of several firm stocks has fluctuated dramatically actually stock market fluctuations are common but recently these fluctuations have been significant because of the pandemic that has impacted the global economy you will learn today what the final cautionary note from shamith pal hatia to Tesla shareholders is among other things Tesla is a sustainable energy corporation that makes electric cars or EVS despite the fact that many large automakers have entered the EV Market or have declared their intention to enter it Tesla continues to lead the field many investors and analysts like shamith P haaa support this claim why should you pay attention to chath ppaa and who is he uh originally from Sanka chath Bali haa and the worked as an early senior executive alapa is placed 2378 on forbes's list of billionaires for 2021 with an estimated net worth of about $ other Venture capitalists were passing over happena recently said that the stock of Tesla has a promising future and will likely double or even triple in value even still he can't deny that the economy isn't doing well right now even though he supports Tesla uh indeed analysts claim that a recession is almost certain in the United States the United States is already in a recession even though the Federal Reserve has not yet declared it claims Cathy wood an American investor in Star stock bicker she's also the founder CEO and C of Arc invest a company with $60 billion dollars in assets ccording to ptia 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 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 on D tremendous training is known as the global financial crisis or GFC he claimed that because there was a chance of a severe financial crisis at the time the US intervened and the FED began purchasing toxic assets with funds from its balance sheet the Federal Reserve Act passed on December 23 1913 established the Federal Reserve System sometimes known as the FED as the nation's Central Banking institution this move came about in response to a number of financial panics that prompted calls for Central Bank control of the monetary tingly numerous governments adopted it and later on a group of individuals came up with a 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 views the currency as a public monopol and views on employment 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 as it happened a number of government officials were duped by it nevertheless ignores the distributional effects and opportunity cost of the central bank's monetization of deficits such as how it affects asset values which could have an impact on the economy supply and demand sides as well as the inflation constraint uh stated fast forward to 2022 so 14 years later governments around the world had printed something to the tune of about 3035 trillion of money into the economy that should have never been there this is in addition to the fact that full employment has not yet been realized therefore it's important to keep in mind that although we have been discussing recession and inflation for the past six or eight months we haven't always been hiding the real Supply in actuality we have been doing it since 2008 simply put it has accumulating within the system he said if a true economic equilibrium is to be reached people must come to the realization that all of that money must somehow be destroyed in the absence of the government throwing money around attempting to prop up things that shouldn't be propped up or buying votes he continued like all the griffs that these people had engaged in over the previous 15 years had to be undone do you genuinely believe a recession is about to hit the United States if so what impact will it have on Tesla stock prices how would the recession impact Tesla stock and its investors of the United States is in fact experiencing one many particularly in the business Community had been anticipating that after two years of disruption due to the covid-19 epidemic uh the US economy would finally return to normal in 2022 they might be really disappointed today though increased interest rates a conflict in Ukraine supply chain delays and high inflation or fueling fears that a recession in the US economy is a minute at recession what is it an economic recession can be defined in a variety of ways but analysts and investors typically use the term two consecutive quarters of negative gross domestic product DDP describe it the first quarter of 2022 saw a 1.6% decline in the United States GDP and the Atlanta GDP now model currently predicts a further 1.2% decline in the same amount in the second quarter according to Jeffrey Ro Chief Economist at LPL Financial significant maybe the important term in the 's definition of recession for 2022 according to Roach uh downturn must be substantial widespread and long- Lasting in order to be classified as a recession although the economy is currently moving towards a considerably slower growth path we do not believe that this represents a significant drop in economic activity investors shouldn't freak out if the United States does into a recession in the second half of 2022 or 2023 uh in the past recessions have not lasted very long since World War II the average length of a US recession has been about 11.1 months and the covid-19 uh earli in 2020 there was a twomon recession uh recessions in the US are also somewhat common there's been a recession in the United States about every 5 years since World War II recessions have historically provided long-term investors with great purchasing opportunities despite the fact that they can cause job losses and other financial difficulties for Americans timing a market bottom accurately may be quite challenging for investors and stocks often bottom many months prior to a recession when Peak pessimism is achieved Carri D musk the CEO of Tesla believes that a recession is unavoidable musk stated at the cter economic Forum that I think a recession is inevitable at some point nevertheless how can a recession impact Tesla stock over the past two years Tesla's fin financial performance has been respectable Tesla increased sales by 87% to over 930,000 units in 2021 alone while Revenue increased by over 70% even while a recession is a possibility it doesn't appear like it will have a big impact on the stocks we companies compared 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 suggests that this recession won't be particularly severe with bank capitalization staying strong and Family Savings having increased since the pandemic however it doesn't seem like Tesla stockholders should be worried the fact that Tesla's revenues have been increasing year-over-year at a rate of one with a sequential growth of 20 is is sufficient evidence that the EV manufacturer can withand challenging times while this is true never hurts to follow the that of experts and consider their viewpoints since they dedicate their time and energy to conducting in-depth analyses based on the information that is currently accessible uh don't forget to check out our other videos on our Channel
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