저자: AdamMensch및TomLee등패널 · 외국인
요약 보기
Valuetainment 패널은 Jim Cramer가 비트코인 매도를 발표한 뒤 비트코인이 약 3주 만에 7만8천달러로 올랐다며 Cramer 역지표 투자를 농담조로 언급한다. 금과 비트코인이 함께 오르는 현상을 Ray Dalio의 재정위기 경고(금·비트코인 보유 권고)와 연결해 해석한다. Tom Lee는 공급이 제한된 대체자산 보유가 통화위기 시 합리적이라고 말한다. Adam은 유명 투자자를 따르지 말고 적립·인덱스 투자를 하라고 강조한다. 영상 중반 이후에는 신발 제품 광고가 이어진다.
다듬은 글
Can you, can you do me a favor and find the Kramer episode on "Mad Money" two weeks ago? Friends, this is the thing when it comes to investments, money , finances, and how much money is lost. I got a call yesterday, there was an auction, they were selling Maradona's "hand of God ", the price was 2.5 million dollars.
You know, it's the "hand of God" that Maradona used to score the goal. He famously scored, yes. The ball sold yesterday for $ 3.3 million, $3.2 million at auction. The ball itself. But here...is this the same clip with Kramer? Do you have the same clip with Kramer? Turn on the Kramer clip from two weeks ago.
He says, "I sold all my Bitcoin." Here he is. Look here, friends. Many say that everything Kramer and Drake say should be done in reverse. Drake ? Yes. Whatever Drake bets on, bet against him, okay? So, here's what Cramer said about Bitcoin. Keep turning it on. Arvin, Arvin knows the crypt. He is incredibly knowledgeable about quantum technologies.
He knows , he knows Bitcoin and quantum systems. And I'm going to sell mine... Seriously? Yes, definitely. Truth? Just because of what he said? Well, he, he's the boss. He is an authority. He knows the business. Three, four years. David, you know when people say this is going to happen? It's like tomorrow.
Did he give you any assurances about what happened last quarter? I felt that it was. I don't know if we've discussed how things have been going since then, but yes. Okay. Okay, you can... So, it was 2 weeks ago. Can you show what has happened to Bitcoin since then? Is this the clip where it says it soared to 78,000 3 weeks after Cramer said that?
Turn it on. Turn it on. Oh my God. Incredible. Soared to $78,000 3 weeks after Cramer said he sold everything due to fears of quantum computers. So, I, I'll turn to you, Tom. Then I want to read what Ray Dalio said about gold and Bitcoin. Come on. Tom . Oh, we won't look at these guys. No, turn it on.
No, I think this, this is shocking. Again, if you're going on autopilot, autopilot is great. You can create an Autopilot account, connect it to Schwab, to Robinhood, to whatever, and take that amount of money, and choose a proxy. Like...I... Pelosi's schedule. We gave money to wounded warriors last year from the profits I made from Pelosi's stock.
Well, you can also use " inverse Cramer". It's so funny, and the logo is his upside- down head. This is a place where you buy everything in one place. It's the same thing over and over again . Here he is. Here he is. This is the "inverse Cramer". Increased by 218%. Oho. Absolutely true. And here he is now.
Two weeks ago he was like, "Yeah, yeah, I'm getting out of here." And suddenly Bitcoin jumped, I think, from 62,500 to 77,000. Am I right, Pete? In the last two weeks? Somewhere in this range. And it's just, you know, it's shocking. That's all. And look at this. He has been stable for so long. Wait, wait, that's...go back a month.
This is in one day. Skip ahead one month. Skip ahead one month. About a year ago, because I lost money on IBIT. An index fund, and suddenly Jim Cramer comes to the rescue. I need him to talk about my other fund. This is fun, check it out . The red line shows where he was for a while, Vinnie, and suddenly he says, "Yeah, I'm tired of this ." "I'm leaving." That's the thing.
The argument is this: how is gold feeling? Can you check what gold has been doing for the last 3 weeks? I'm really curious what gold has been doing the last 3 weeks. Not Goldman, just the price of gold. So, can you go out there, go to gold, and enter " gold price"? Gold has grown. So, if you go gold in 3 weeks.
That's the thing. Skip to 1 month. Yes, go ahead for 1 month. Okay, look at gold and maybe move to 6 months. Because gold went up to 5100 and went up again, right? Do you notice a pattern over the last 3 weeks with gold and Bitcoin? They both grew up. Why? Why did they grow? Usually, when gold goes up, it's not always a good thing that it goes up.
So, let me read what Dalio said about this, because Dalio comes out and says, "Look, everything that's happening right now, he's, I think, holding Bitcoin and buying gold because he believes that everything is going to go upside down soon. " So Treasury Secretary Scott Bessant's announcement of debt buybacks this week fits into a broader pattern that could signal an approaching crisis, said billionaire Ray Dalio.
Recommending gold and bitcoin, the Bridgewater Associates founder noted that Bessent's plan to increase government debt purchases, combined with Japan reducing its holdings of US bonds and rising yields on long-term US securities, suggests that investors should prepare their portfolios for increased risks.
"I am convinced that the government's financial health is at a tipping point," Dalio wrote on LinkedIn on Friday. If this is not addressed now, debt will grow to levels that will be unmanageable without serious disruption. He noted that the Treasury Department has limited capacity to buy back bonds relative to the scale of their issuance, and that the model of government intervention to contain long-term rates amid rising deficits historically precedes the debt crisis, rather than solving it.
His advice: own what the government can't print. Tom, do you agree with him? I agree with him that in times of major monetary crisis at the state level—and that's the level of the sovereign U.S. dollar—holding alternative assets with limited supply, what he calls " unprintable, " is usually the right decision.
So when gold, as you pointed out, Pat, is rising in price and Bitcoin is rising, why is that happening? Because people are worried about regular, you know, fiat currency and all the things it can buy, so they flee to alternatives that are considered stores of value because of their limited supply. And therefore, that's where everything is moving.
And with Bessent, something is happening between Bessent and Varsh. You mean Bessent is going one way, Kevin is going another, and Bessent is trying to support the bonds by buying them back, and you would think that would drive the price up, but it went down. This confirms Ray Dalio's words: "Hey, isn't the market going to correct?" This is actually what Ray Dalio is talking about.
Is the market going to make a correction due to debt? And I don't think it's just because of the national debt, and I'll tell you why. What's happening with the Lakers owner who sold the assets and with these guys, you notice it's not just about them . There are other insurance companies that hold alternative assets that have slightly more debt and uncertain debt targets.
In other words, what they invest their money in, where they build up debt. So, you know, Dalio has been wrong before, and he's been a bit nervous the last 2 years. about depression. He wrote a book about depression. So, you know, he's been saying for the last 2 years that he's really, well, not principled.
No He has really been a nervous guy for the past 2 years. And so we managed to somehow grow, you know, get out of it. I will never say, "Oh, don't worry about debt. It's not a problem." "I'm worried that the government is manipulating this and inflating the output, which is wiping out all the savings." That's what I'm worried about.
Adam, 30 seconds if you have anything to add. Yes, of course. The most important thing you can do is own assets. Listen, Kramer is fooling everyone . Dalio is fooling everyone . These people are not here to serve you. They are not here to serve the common man. Jim Cramer is an active investor who is essentially gambling, trying to figure it out.
Don't do this. Ray Dalio is a hedge fund guy, worth, I would say, a hundred billion dollars, or whatever , 50 billion, whatever the number is. These people are not for you. It's actually quite simple, and Lindy pointed it out. She is a buy-and-hold investor. Always. Do you think I'm smart? Do you think I know what I'm doing?
No, I do four things. I work, I earn, I save, I invest, and I have done it year after year , year after year. And fortunately, I have a lot of money in the bank . It's not because I know what I'm doing, but because I believe in two things. I believe in America and I believe in capitalism. And if I continue to put money into my 401K, into my Roth IRA, into index funds, just save, invest, buy bitcoin, buy assets , voila, I'm now a multimillionaire.
Nothing unique, I just made an effort. These guys just confuse you . Do what you have, do what you can. There's something big in the news today. Do you know what this is? Do you know what color of the year was in fashion? Blue? Can you tell me what color of the year was in fashion? Brown. Chocolate.
It was the color of the year in fashion. So what did we do? We went to Tuscany, Italy, and chose exactly the color we 're talking about - chocolate. Oh. And he officially came out . Oh, this is your chocolate one. Chocolate edition. I want you to look at this . By the way, these shoes, I've worn them with so many different outfits.
I get more compliments with this brown than I do with the black. Check out this clip of FLD's newest chocolate sneakers. Forward. Handmade in five Italian factories. Thanks to the "builder" technology in the sole, these could be the most comfortable sneakers of your life. Introducing the brand new FLD sneakers in Carrezza chocolate leather.
It looks simply delicious. Created to serve ; designed to impress. Dude, how cool is that? Can I have that pair? Is there a women's size six? No, there is none. Lindy, take them. People ask about them. People ask. But the new chocolate FLD sneakers are already on sale. You can go to vtmerch.com to place an order.
Again, the number of sizes is limited. So whoever had time, took it. If you don't have time, you will have to wait 4-5 months for the next delivery. You know how it works. And if you don't have these chocolate brown FLB sneakers yet, go to vtmerch.com and order them. And they have, you know, super foam technology in the sole.
Super-super soft and comfortable. I only wear them every day. Once again: go to vtmerch.com and place your order before everything is sold out . Did you like the video and want to see .
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