저자: 미상 · 외국인
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결론: 영상은 마이클 배리의 전면 매도를 근거로 대형 시장 붕괴가 임박했다고 주장하지만, 구체적 시점·가격 목표는 제시하지 않는다. 마이클 배리 매도 배경: 2022년 3분기 자료에 따르면 배리는 보유 주식의 상당 부분을 청산해 포트폴리오를 6개 종목, 약 4,200만 달러로 줄였다. 남긴 종목은 Geo Group 하나뿐이다. 배리의 과거 적중 사례: 닷컴 버블 붕괴와 주택시장 폭락을 미리 예측해 수익을 냈다는 점을 근거로 제시한다. 시장 진단: 연준의 과도한 유동성이 여러 자산 버블을 만들었다고 주장한다. 2020~2021년 통화 80%가 새로 발행됐고, 주택 가격 약 50% 상승, 가상화폐 급등이 언급된다. 금리와 인플레이션: 기준금리는 2.25~2.5%, 인플레이션은 약 9% 수준이라고 설명한다. 파월 의장이 인플레이션을 2~3%로 낮추기 위해 고금리를 장기간 유지할 의지를 밝혔다고 전한다. 금리 영향: 고금리가 이어지면 미래 현금흐름의 현재가치가 줄어 기술주 등 성장주가 특히 타격을 받는다고 분석한다. 워런 버핏: 버핏이 300억 달러 이상의 현금을 보유 중이라는 보도를 소개한다. 다만 버핏은 석유·가스 기업에 투자해 왔다고 설명한다. 매도 전략: 억만장자들은 공급 과잉으로 인한 충격을 피하려 점진적으로 주식을 매도하는 중이라고 본다. 붕괴 이후 회복: 2008년 위기 후 약 5년 만에 가격이 붕괴 전 수준을 회복했다는 과거 사례를 근거로, 폭락이 있어도 장기적으로는 회복될 수 있다고 말한다. 투자 스타일: 배리의 단기 매매(공매도, GameStop 등)보다 버핏식 접근이 일반 투자자에게 더 적합하다고 권한다. 위기 속에서도 칩 제조사와 석유 산업은 실적이 좋다는 점을 언급한다. 결론적으로 영상은 시장 폭락 가능성을 경고하지만, 특정 종목의 방향이나 목표가는 제시하지 않는다.
다듬은 글
the stock market is worth billions of dollars and it has been a source of profit for numerous individuals however most stocks have recently been on a decline and amidst fears of a recession the future of the stock market is uncertain with the amount of speculation right now no one can really tell what is bound to happen in the coming months but one thing is certain a disastrous Market collapse will soon happen this is evident as billionaires have been selling all the stocks in their portfolios stick around as we dive deeper into this thanks for all the support you've shown our Channel let's dive right into the video Michael burry with the exception of one stock actually liquidated all of his shares in the stock market what do you believe the explanation for this is there will be soon a market collapse on a scale never seen before bury referred to it as the greatest speculative bubble of all time in all things he invested approximately 165 million dollars in 11 stocks last year but according to documents from the third quarter he liquidated more than a third of his stock Holdings bringing his portfolios value down to just six stocks and a little over 42 million dollars if Michael burry were any other investor we probably wouldn't pay him any mind however he is not your average Joe when the.com boom was in full swing he correctly anticipated that it would burst and profited by betting against the market he made his investment in GameStop before the company became so popular that it drove hedge funds that had shorted its shares into bankruptcy but that wasn't the reason he was so well liked his most significant investment occurred prior to the market meltdown in the Housing Industry he had done some research and concluded that the market was in a bubble that was going to pop thus he risked everything on a prediction that the housing market would crash a move that was widely seen as foolish at the time however bury and his investors emerged wealthy as a result if Michael burry spots a bubble there is a strong possibility that a bubble is about to emerge it doesn't take a genius to figure out that the measures taken by the Federal Reserve over the past few years are what produced the bubble no sector is immune to this phenomenon bubbles are forming all across the board in the past two years home values have increased by about 50 percent while the value of cryptocurrencies has soared to the trillions of dollars despite contributing little to the economy as a result of easy credit driving stock values to new heights Michael burry has dubbed the current market bubble the greatest bubble of all time the timing and mechanism of its eventual bursts are unknown but one thing is certain the anguish it causes will not be pleasant let's investigate the stocks that the super rich are selling in the face of economic volatility what kinds of Investments do billionaires make when will the ultimate Financial Bubble Burst all of these queries along with a lot more will be addressed billionaires have been selling their stock Holdings in large quantities beginning in the second part of the Year 2021 why because everyone is bracing for the impact of the upcoming crash the market did indeed collapse therefore their predictions were correct however the downfall is just beginning the wealthiest individuals in the United States together sold 43 billion dollars worth of equities in 2018 which more than doubles their total of 20 billion dollars from 2020.
even though we are experiencing practically double-digit inflation Warren Buffett is reportedly holding a cash horde that is worth more than 30 billion dollars as reported by Bloomberg of course he has put a lot of his money into the expanding oil and gas industry so his cash this year is lower than in previous years the earnings made by oil firms are among the largest ever this is likely to go on for one or two more years but even so 30 billion dollars is a significant amount of money the question then becomes why Warren Buffett is not making Investments with that money having stocks instead of cash is preferable right it's a bit of a yes and a no to be honest you have to consider that a dollar invested today is worth more than the same dollar invested tomorrow and that profit is the primary focus of any Enterprise naturally you are free to assert that the company exists to produce high quality Goods improve the planet or whatever else you choose however money is ultimately what investors are most concerned about therefore the monetary Factor should be prioritized this is the core idea behind capitalism yet not all forms of money are created equal a company's current profitability has a much greater impact on its value than its projected profitability put that cash to work for you in a different Venture and you'll soon be flush with profits there is a direct correlation between time and wealth therefore the company may bring in 10 million dollars in Revenue but due to the passage of time its actual value will be lower if the Federal Reserve decides to raise interest rates what impact would this have on the previously discounted rate as it grows the present value of a company's future cash flows become less attractive than the present costing stock prices to collapse this is especially true for technology businesses which are typically focused on generating a significant amount of Revenue in the future after increasing market share the current range of interest rates is from 2.25 to 2.5 percent as of writing despite this the inflation rate is still quite High hovering somewhere around nine percent also Fed chair Jerome Powell has been very vocal about his willingness to do whatever it takes to get inflation down to a manageable two percent to three percent exactly what does that imply High interest rates for an extremely extended period perhaps things will return to the way they were in the 1970s consequently what does that imply future cash flow will lose a large amount of its value causing corporations to lose value and consequently causing a stock market catastrophe those organizations that are willing to risk their Capital right now will without a doubt find the most success but when you're dealing with technology companies like meta and Google their focus is always on the years to come this isn't going to be your average downturn at all from 2020 to 2021 80 of the currency in circulation was created bubbles in every industry were also produced in addition to the tremendous inflation there is a bubble in virtually every industry you can think of right now including cryptocurrencies real estate and stock markets buries adamant that the worst Crush ever will soon occur for this reason because of this he and other billionaires are attempting to sell off as many shares of stock as possible they won't be able to sell everything at once since doing so would provoke a market collapse due to an excess of supply furthermore a crash is not necessarily catastrophic prices will rise again but you'll have to be patient and wait a few years for it to happen five years after the 2008 catastrophe prices had recovered to their pre-crash level in 2007.
those who invested in real estate at any point including the height of the housing bubble will have made a profit by the year 2022 time is a universal healer the sole stock that Michael burry didn't sell was that of the publicly traded Geo Group which makes investments in private detention centers and psychiatric care centers in the United States the UK South Africa and Australia that's not exactly encouraging it would appear that bury is certain only of one thing even when the mother of all bubbles bursts individuals will continue to be sent to prison Michael burry prefers short-term gains instead of steady Returns on long-term Investments he has engaged in stock trading shorted Tesla profited from GameStop and other Investments that most people would not choose to do a Buffett approach is far more applicable to the typical person Warren Buffett has made investments in businesses that are currently profitable businesses that can increase their prices as a result of the crisis such as oil and gas firms businesses that produce Essentials such as iPhones or discounted Banks like Ali Financial there is an opportunity hidden behind every catastrophe inflation is a global problem yet companies that make chips and are involved in the oil industry are doing extremely well what are your thoughts on the upcoming market crash what do you plan on doing to protect your portfolio from it give us your insights in the comments section down below if you enjoy this video give us a like And subscribe and we'll catch you on the next one foreign
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