BlackRock CEO Larry Fink Is Bullish On The 2023 Crypto Dip! The Signal!

요약 보기

2023년 1월 영상으로, 블랙록 CEO 래리 핑크 발언을 중심으로 2023년 투자 환경과 암호화폐 전망을 다룬다. 결론: 2023년은 투자 기회가 많은 해로 보며, 시황 진행자는 비트코인 해시레이트 상승을 근거로 강세 신호로 해석한다. [래리 핑크 발언] 2023년은 장기 투자 관점에서 가장 기회가 많은 해로 평가. 최근 몇 년은 마이너스 금리로 투자자들이 위험을 과도하게 떠안았으나, 이제 채권 재배분이 필요하다고 주장. 근거 수치: 2년물 국채 약 4.25%, 하이일드 약 8% 수준을 언급하며 채권 매력 강조. 성장주는 금리가 0%에 가까울 때 유리했고, 금리 5% 수준에서는 성장 프리미엄 부담이 크다고 지적. 인프라 및 배당주 관심 증가 전망. 블랙록은 좋은 시장과 나쁜 시장 모두에서 자금 유입이 많았으며, 최근 1년 순유입 4,000억 달러, 최근 수년간 약 1.7조 달러 유입. [진행자 시황 코멘트] 비트코인 가격은 주말 동안 횡보. 인도 중앙은행의 암호화폐 전면 금지 요구는 CBDC 추진과 연결해 예상된 일로 설명. 빵·커피·우유 등으로 구성한 '브렉퍼스트 지수'는 식료품 가격 부담이 여전하다고 지적하며 CPI 신뢰성에 의문 제기. [비트코인 해시레이트] 해시레이트 지속 상승을 네트워크 강화 신호로 보고 '강세(bullish)' 판단. [머스크 발언] 머스크가 2023년을 2009년에 버금가는 심각한 경기침체로 전망했다고 소개. 진행자는 이에 대해 반대 시각도 가능하다고 언급. [출연자 전망] 래리 핑크는 채권·인프라·배당주 중심 재배분 필요성을 주장, 진행자는 비트코인에 대해 단기 횡보 후 해시레이트 기반 강세 시각을 제시.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. CEO BlackRock Larry Fink has just came out and said that there is tons of opportunity right now in 2023 guys we're gonna hop straight into it so from the perspective from investors I see 2023 to be enormously opportunistic actually maybe the hardest years for investing for the long term where the last few years because of negative interest rates uh investors worldwide had to take on more and more risk to achieve their liabilities um actually now having uh you know two-year treasury is going to be close you know it uh at four and a quarter uh credits at five high yield at eight percent we're gonna see a whole restructuring and a rebalancing of how portfolios were constructed just a few years ago and you're going to see now once again more Bond investing within the con within the confines of pension fund investing in that in 20 years ago most Pension funds had 60 70 in bonds um because they were able to retrieve their their role and their goals that they were trying to achieve by 2018 they could not own bonds they had to put on more and more illiquidity and so in reality we're going to be seeing more and more opportunities of the of rebalancing back into bonds and as you talk about a lot about growth Equity when interest rates are near zero you could you have the ability to buy high growth stocks uh because you're not losing any money when if short rates go up to five percent you're paying a big premium for that type of perceived growth and that's a recalibration what that we saw in 2022 and now we're living in an area where you're going to be able to invest differently in addition right we are seeing more and more investors looking at infrastructure where you're going to have a combination of some illiquidity but you're gonna have high coupon I think this is going to be a period of time with more dividend stocks again as a play so I look at this as more opportunistic and probably the most important thing of our announcement today in terms of earnings has been uh BlackRock is winning more share wallet than any firm in the world in good markets when markets are going down or in bad markets or good markets when markets are going up and bad markets are going down yeah uh and this past year we had 400 billion dollars of net inflows and long-term assets of which 230 billion came from the United States and so we have now raised you know raised about a 1.7 trillion dollars over the last few years uh from from investors awarding Us in good times and bad times because of the guidance we're giving and also our performance and our fiduciary standard and there you all have it that is Larry Fink yes once again the CEO of BlackRock if you didn't know BlackRock is the largest money management firm in the world with more than 10 trillion dollars in assets under management they are not to be played with it's a serious stop and yeah guys let's take a look at the price of Bitcoin as we can see the price of Bitcoin has just been shopping around these past couple days pretty expected as equities are not open and then take a look at this to our first store of the day India's Central Bank opener calls for an outright ban on cryptocurrency and this is pretty much expected as we know just a couple of months ago India came out their Central Bank digital currency so it's expected that they're going to hit on crypto because if they want to push their Central Bank digital currency further they're going to have to shut down crypto it's just how it works I mean crypto is a threat so it is what it is and then guys to our next story take a look at this from unusual whales they made something called The Breakfast index which is an index composer the reported cost of bacon bread coffee orange juice eggs milk and sugar which means they mean index of breakfast and as you can see it's basically showing the price of breakfast has gone up significantly we know the price of food at home has gone off significantly yes inflation has been coming down but the price of food is still expensive yes stuffy at the grocery store has continued you know just go higher and hire and higher despite inflation as a whole you know because if you know inflation the metric that is used for it's a CPI metric and it's obviously doctored so yeah some things are coming down in price but at the same time there are still things that are very high in price and then take a look at this to our next story will Clemente ever yes this is the signal not the noise take a look at this as you can see bitcoin's hash rate has just continued to go higher and higher now what is this showing it's just showing that more and more miners are on the network it's showing that the network the Bitcoin network is actually stronger than ever it's continuing to get stronger and stronger and stronger and stronger and this is the signal because at the end of the day the price yeah bull bear bull bear the network the actual utility the whole thing is getting stronger as we speak in real time and that is bullish now take a look at this to our last story of the day Elon Musk said I think 2023 is going to be quite a serious recession it's going to be in my opinion comparable to 2009.

02. now this is a big statement a big Doomer statement big big tumor time now what do I think about this personally well I mean I think Elon Musk would probably know more than me considering you know he's a big player you know he probably probably knows a thing or two but at the same time you got to understand that maybe things don't end up that bad maybe things are a little better than people say they will be I'm just gonna you know I'm just giving the contrarian version of elon's story but yeah guys it could really be anything and that is all we got for today make sure you subscribe like leave a comment and go follow me on all my social