Get RICH in Inflation! Bill Ackman's MUST SEE insights

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인플레이션이 높게 지속될 것이며 금리도 계속 오를 것이라는 Ackman의 견해를 소개. 인플레이션을 새로운 정상으로 받아들여야 하며 임금·그린에너지 비용이 상승한다고 주장. 반면 가격 결정력(pricing power)이 있는 기업과 자산경량(asset-light) 사업모델(예: 프랜차이즈 외식)은 인플레이션 속에서도 잘 버틸 수 있다고 봄. 항공처럼 자산집약 산업은 취약하다고 언급. 영상 내 예시는 Universal Music, Google, Hilton 등 포트폴리오 기업.

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01. do you want to know how to get rich even during an inflation yep thought you might this video will show you how by taking a deep dive into valuable insights from world-renowned investor and billionaire Bill Amman so make sure to stick around until the end of the video during a recent interview he gave his thoughts about the economy the Persistence of high inflation and how to protect money from its impacts first we will look at the current situation with inflation in the United States and amman's insights but it's not all doom and gloom as Amman provides optimism and tips on how to thrive even in a world of high inflation during a rare interview Bill Amman affirmed his belief that inflation will remain high and expects interest rates to continue to rise inflation in the US reached 99.1% in June 2022 the highest level in over 40 years the government shut down the data shut down which is a loss of access to data provided by government agencies that the Federal Reserve relies on to decide whether to adjust interest rates and dependence on foreign sources for government bonds are signs that inflation is likely to worsen the effects of the global pandemic still reverberate with disrupted Supply chains and an increase in demand for goods and services causing higher prices for items such as used cars amman's outlook on inflation is that rather than treating inflation as temporary a mindset shift is required and an acceptance that inflation is a new normal and will continue to persist workers bargaining power Rises and Strikes have become more common with successful walkouts leading to substantial wage increases and the green energy transition incurs even higher costs the knock on effect of high inflation is a continuing rise in interest rates causing borrowing to become more expensive and therefore compounding the effects of inflation long-term interest rates will also be affected by the substantial deficit spending of the Federal Reserve now turning our attention to the optimism expressed by Amman he essentially believes company can do well with inflation at a rate of 3% he sees inflation as an opportunity for businesses with pricing power pointing to several examples of companies in his portfolio incling including Universal Music Google and Hilton which all have pricing power this is a term which means how much a company can raise its prices without adversely impacting customer demand such companies are able to raise prices without losing customers he believes it is important to own businesses with stable pricing power even if inflation remains High according to rman businesses which are asset light and therefore not requiring expensive physical assets are better position to thrive during inflation than an asset heavy business this is because of the lower operating costs of asset like businesses and no physical requirement for expensive physical assets for example the restaurant industry restaurants brand International operates a franchise business model meaning that it doesn't need to spend money on operating the location and doesn't have to own the real estate equipment in the restaurant or inventory the asset heavy industry however incurs substantial expenditure on purchasing and replacing physical assets which means they vulnerable to inflation an example being the airline industry spending money on planes which are depreciating assets Airlines typically spend billions of dollars producing planes this fact is illustrated by the fact that American Airlines had $40 billion doar of aircrafts at the end of 2022 so there we have it to conclude Amman strategy for getting rich during inflation involves investing in businesses with pricing power favoring asset like businesses that's all for today's video if you found this information helpful don't forget to hit the like share and sub subscribe button for more insightful content