Jeremy Grantham: Top 5 Cash Flow Assets to Survive the Recession 👉 DON'T KEEP CASH in the Bank 👈

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이 영상은 경기침체에 대비해 보유할 만한 5가지 현금흐름 자산으로 주식, 농지, 금, 은, 원자재를 제시하는 내용이다. 주식: 배당을 주고 꾸준히 성장한 우량주를 장기 보유하라는 주장이다. 근거로 S&P500이 고점 약 4,800pt까지 올랐다는 점과 장기적으로 주식이 다른 투자보다 나은 성과를 낸다는 점을 든다. 분산투자와 장기 보유가 리스크를 낮춘다고 설명한다. 농지: 실물자산으로 안정적 임대수익을 주고 인플레이션 헤지가 된다고 주장한다. 농지는 공급이 유한해 가치가 오를 것이라 보며, 직접 매입·임대·농업 파트너십·농지 펀드/ETF 등의 투자 방법을 소개한다. 금: 수세기 동안 가치를 유지해 온 안전자산이며 인플레이션과 정부 부양책으로 인한 통화가치 하락 시 헤지 수단이라고 본다. 그랜덤은 저금리와 정부 자극책이 결국 인플레이션을 부를 것으로 본다고 전한다. 은: 산업 수요가 많은 귀금속이며 수천 년간 가치 저장 수단이었다. 수요 증가로 장기 가격 상승 기회가 있다고 보며, ETF·실물 코인으로 접근할 수 있다고 한다. 원자재: 경제성장의 동력이며 세계 인구 증가와 경제 성장에 따라 수요가 늘어난다고 본다. 가뭄·산불 등으로 공급이 줄면 가격이 오르고, 원자재 펀드·ETF·선물 등으로 인플레이션 방어가 가능하다고 설명한다. 리스크/조건: 높은 위험이 곧 높은 수익이 아니라 저평가 자산을 사야 보상받는다는 그랜덤 인용을 강조한다. 또한 영상 후반에는 로버트 존슨(BET 창업자)의 사례로 현금흐름 자산 축적을 설명하며 구독과 알림을 유도한다. 출연자 전망: 그랜덤은 저금리·정부 부양이 인플레이션으로 이어져 금이 유리하다고 보는 등 장기적 인플레이션 우려를 표명한다. 단기 가격 방향에 대한 명시적 예측은 거의 없다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. five cash flow assets you need to survive the recession with uncertain times ahead it's more important to have our investments in order and a plan to weather any storm I'm excited to share the five cash flow assets by a successful investor and co-founder of asset management firm GMO Jeremy Grantham these assets can transform your life to True Financial Freedom if you want to survive and thrive during a recession on to the first asset that Jeremy Grant wants you to hold on to during a recession is stocks now I'm not talking about day trading or trying to get rich quickly I'm talking about investing in Blue Chip companies that pay dividends and have a history of consistent growth if you're looking for an intelligent investment decision then putting your money in stocks is an excellent choice that you should seriously consider when you invest in a stock you buy a small piece of that company and as your stock Rises so do your ownership and po potential earnings it doesn't happen the commercial imperative is is overwhelming to stay bullish it's how you make money if you're right and stocks are in a multi- sigma deviation from the statistical Trend tell me what happens the S&P 500 peaked at almost 4,800 points what is it bottom the the trend line being slightly generous as 2500 stocks have historically outperformed other Investments over the long term meaning you have a good chance of making money from investing in the right stocks another significant benefit of investing in stocks is the diversification of your portfolio with different sectors like technology healthc care or retail there is always a stock worth investing in when you have a range of stocks in your portfolio it means you are not relying on just one or two companies to deliver your returns it helps to smooth out some of the ups and downs in individual stock prices which may lower your overall risk investing in stocks also provides potential for long-term growth the stock market is not perfect and the market has ups and downs however over time stocks have shown the trend to move up even with a few bumps along the road you could make money if you invest in promising companies and hold on to your stocks for an extended period did do you know people who invested in Amazon apple or Microsoft stocks in the 2000s are now millionaires value or you're buying Amazon at some very high multiple of reported earnings Amazon the people making the decision on Amazon are absolutely much value investors as I was when I was looking around for all these things selling below working capital uh years ago so that has not changed the the two people that one of whom made the investment in Amazon they are looking at many hundreds of Securities and they can look at more than I can because they're managing less money in their their Universe possible universe is is is greater but they are looking for things that they feel they understand what will be developed by that business between now and judgment day in cash another critical factor to consider when putting money in stocks is the dividends many companies pay out dividends to shareholders at regular intervals this is an incredibly appealing benefit for people who want to earn money regularly from their stocks especially those nearing retirement age investing in stocks allows you to put your money to work without actively managing it yourself it's easy if you subscribe to my channel and turn on the notifications Bell I I will keep you informed and help you make choices where you could influence your investment outcomes particularly when you are starting for retirement wealth building or investing in your future stocks are an excellent investment choice on to the second asset that Jeremy Grantham wants you to hold on to during a recession is farmland farmland is not a new investment opportunity but it is becoming increasingly popular among investors who recognize its many benefits one of the main reasons is that Farmland is a tangible asset that provides a steady source of income whether renting out your land to Farmers or growing your crops Farmland can provide a reliable income source that is less volatile than the stock market in addition to providing a stable income stream Farmland is also a relatively lowrisk investment compared to other asset classes such as stocks and bonds this is because Farmland is a real asset not subject to the same Market fluctuations as Financial cial Securities Farm prices are more stable and their value is less likely to be affected by market swings and unpredictable events another reason investors are turning to Farmland is that it is a hedge against inflation this is because the value of farmland and the cost of goods tend to rise as demand for food Fuel and fiber increases the value of Farmland is likely to increase as well making it a valuable asset that will continue to appreciate over time but what makes Farmland especially interesting is that it is a finite resource let me explain this unlike other investment opportunities such as stocks or gold you can't just create more land as the world's population grows the available land for farming is becoming increasingly scarce this is especially true in regions where climate change affects crops as a result farmlands value will likely continue to rise in the coming years Jeremy Grantham recommends that investors pay attention to Farmland as a valuable asset class that should be part of any long-term investment strategy he sees Farmland as a unique opportunity to invest in a tangible asset that can provide a hedge against inflation if all the people this if the people in this room uh owned all of the Farmland in the United States and you offered me a 1% in interest in it and you said for a 1% interest in all the Farmland in the United States uh pay me um pay our group um now let's see 10 ah P us this bargain price $25 billion I'll write you check this afternoon so how can you invest in farmland depending on your budget and investment strategy there are several ways to do this you can purchase land outright lease land to Farmers become a partner in a farming operation or invest in a Farmland focused mutual fund or exchange traded fund let us go to the third asset that Jeremy Grantham wants you to hold on to during a recession gold gold has been a symbol of wealth for centuries and for good reason it holds its value and is a safe investment during economic certainty as we Face uncertain times finding ways to protect and grow our wealth is more important than ever and that's where gold comes in unlike currencies gold has intrinsic value it's a tangible asset that you can hold in your hands and historically it has maintained its value even during economic crises this means it's a long-term investment asset it's also a great way to diversify your portfolio adding gold to your investment port P folio will spread the risk and reduce your exposure to Market volatility secondly gold is a hedge against inflation when the value of currencies drops gold tends to rise helping you protect your purchasing power Grantham believes that the current level of government stimulus combined with low interest rates will eventually lead to inflation in such a scenario gold can provide a Haven for investors as it typically retains its value during economic instability furthermore finally gold is easy to purchase and store you can buy gold bullion or coins or even invest in gold-backed ETFs plus you can store it in a safe or secure facility giving you peace of mind knowing your investment is safe whether you're just starting your investment Journey or have been investing for years gold can help you reach your financial goals so what do you waiting for start investing in gold today and secure your financial future the four fourth asset that Jeremy Grantham wants you to hold on to during a recession is silver silver is a precious metal with countless industrial uses and a great way to diversify your Investment Portfolio silver has been used as a store of value and currency for thousands of years its value has never gone to zero and holds its worth during economic depressions as technology advances and demand grows the demand for silver will also increase this creates an excellent opportunity for investors to profit from the price rise in the long run so how do you invest in silver investing in silver is easy silver ETFs and bullion coins provide easy access to Silver investment number one investment that everybody in the world can afford is silver everybody and that's the good news but will most people buy it no they'll save money instead and they'll save money in spite of the fact they're printing trillions of it you do not need detailed knowledge or expertise in investing in silver as exchange traded funds ETFs and bullion coins provide you with exposure to the silver market with the current technology you can also easily access and invest in silver through online brokerage platforms on to the last asset that Jeremy Grantham wants you to hold on to during a recession are Commodities my subscribers have you ever wondered what drives the wheels of the economy it's the Commodities we use every day Commodities are the proper drivers of economic growth from grains to metals to oil and gas investors are traditionally inclined towards purchasing company shares and stocks today with the markets evolving furiously investors are seeking alternative assets that offer more excellent stability and for such stockholders Commodities are the perfect solution the demand for Commodities is r Rising AS Global populations increase and economies strengthen investing in Commodities provides a unique opportunity to participate in global activity growth when the economy is doing well so does the demand for Commodities therefore investing in commodity back stocks ensures that you're investing in a thriving sector that will grow stronger as time passes Jeremy Grantham recommends investing in Commodities do you know why well he has a track record of success investment insights and has made some accurate predictions about market trends in the past he is likely basing this advice on thorough research and Analysis of the current economic and market conditions ultimately Commodities are finite resources that are produced and consumed by the environment since they're perishable government policies cannot easily control their production levels this means that their prices are an accurate reflection of supply and demand for example crops that undergo drought or wildfires can lead to a shortage in the market leading to higher prices investing in a commodity fund will protect you throughout inflation and shield you when the market becomes overcrowded investing in Commodities might seem challenging but many ways exist to gain exposure to this sector which include trading Futures contracts investing in commodity exchange traded funds ETFs mutual funds or buying physical Commodities in buying assets a common belief is that higher risk equals higher return however this is not always true in Jeremy grantham's statement you don't get rewarded for taking a risk you get rewarded for buying cheap assets explains this concept quite well Jeremy Grantham meant by this statement that investors are not necessarily rewarded for simply taking on higher risk but rather for finding undervalued or underpriced assets this means that investors who identify assets priced lower than their intrinsic value and stake in them may earn higher returns in the long run as we all know recessions can be brutal and it's essential to prepare for them by betting on the right assets that protect your financial future that's where these five tremendous cash flow assets come into play let me tell you a story of a billionaire who took into action Jeremy grantham's cash flow assets Robert Johnson Robert Johnson founded Black Entertainment Television bet the world's largest blackowned cable Network in the early 1980s Johnson saw a gap in the market for African-American programming and decided to create his television network at the time cable television was starting to take off and Johnson saw an opportunity to create a niche Network for African-American audiences Johnson's bet paid off and bet became wildly popular reaching over 90 million households worldwide in 2001 Johnson sold bet to Viacom for $3 billion making him one of the wealthiest men in America but Johnson didn't stop there he invested in other cash flow assets such as real estate hotels and private Equity Johnson's success is a testament to the power of cash flow assets Johnson accumulated wealth over time by creating a television network that generated advertising revenue and Licensing fees then by diversifying his investments in other cash flow assets Johnson was able to protect his wealth and generate pass of income Robert Johnson's story is an inspiring example of how to build wealth through cash flow assets by identifying a gap in the market and creating a successful business Johnson was able to generate significant income through advertising and Licensing fees then by diversifying into other cash flow assets Johnson was able to protect his wealth and generate passive income so if you want to build wealth like Robert Johnson consider investing in cash flow assets and start building your financial Empire today remember it's never too late to start building your cash flow assets keep learning keep growing and never give up on your dreams in my next video I will show you tricks of how millionaires made their first million