Michael Saylor & Ray Dalio Has Beaten Inflation By DOING THIS | Max Keiser | Everything Finance

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결론: 저금리와 중앙은행 공조가 깨지고 있으며, 자산(비트코인 등)으로의 자금 이동과 인플레이션 우려로 법정화폐 가치는 하락할 것이라는 주장. 중앙은행 공조 붕괴: 저금리·양적완화를 중앙은행들이 공조해 유지해 왔으나, 헤지펀드(Dalio의 Bridgewater, Saylor의 MicroStrategy)가 저금리로 차입해 자산을 매수하며 중앙은행에 투기적 공격을 가하고 있다고 주장. 채권 및 인플레이션: 명목 금리 1.6% 수준의 채권은 매력이 없고, 실제 인플레이션은 공식 발표(1~2%)보다 10~12%라고 주장. 채권 장기 강세장 종료 가능성 언급. 공식 수치는 거짓이라는 주장은 근거가 제시되지 않음. 비트코인 및 현금 가치: 비트코인이 연평균 200% 상승한다는 식의 과거 수익률을 근거로 현금 보유를 '녹는 얼음'으로 표현. 현금은 연 15% 구매력 감소라는 Saylor 발언 인용. 상품 시장 강세 전환 전망과 베네수엘라식 화폐 가치 훼손 언급. 정부 부양금 및 소득 격차: Bank of America 설문을 인용해 부양금의 상당 부분이 저소득층 생활비가 아닌 투자(비트코인 약 400억 달러 유입 추정)로 흘렀다고 주장. 저소득층 저축 비율 53%, 고소득층 79% 등 격차를 제시. 부양금이 자산 가격을 밀어올려 소득 격차를 심화시킨다는 논지. 통화량과 소비: 저소득층까지 저축을 투자 자산으로 돌리면 통화 유통속도(velocity)가 오르지 않아 중앙은행이 더 많이 찍는 악순환이 생길 것이라는 주장. 비트코인이 '탈출구'가 된다는 논리. 출연자 전망: Saylor·Dalio 발언을 근거로 법정화폐 약세와 비트코인 선호 확산을 전망. 개별 기간별 가격 목표는 제시되지 않음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. the jig is up so the reason why interest rates are low across the world and the reason why central banks coordinate with each other around the world for policies like quantitative easing is the idea that they will all be co-cooperating and there won't be anyone breaking away from this essentially cartel but now what's happening is that people like ray dalio over at bridgewater his hedge fund or michael saylor at microstrategy are saying you know what we're not going to play the game anymore we're actually going to borrow money at these incredibly cheap rates and we're going to buy assets it could be bitcoin could be something else and we're going to stage essentially a speculative attack on these central banks so the central banks have overplayed their hand and now they're inviting these huge pools of capital to openly attack them and and now this is rippling through the financial world and ray dalio's the biggest hedge fund in the world and he's saying look there's no point in owning a bond so others are saying look this could be the end of a 40-year bull market in bonds if you're only going to get 1.6 nominal yield on a bond and inflation is racing ahead and the real rate of inflation remember is 10 to 12 percent not the one to two percent that the government says it is that's that's a lie is provably a lie and so why not borrow at a one percent when you know based on the just the minimum amount of inflation in the economy of 10 you're going to make a thousand percent on your money by just borrowing against the fed by attacking the fed who's not going to take that trade on the one side we've covered all their de-platforming and authoritarian sort of uh drive towards um silencing voices that are against theirs like and silencing people who are against free money printing by the way is gonna possibly be something that they're against but once you go you never go back right here is something i saw trending and you can see it get my payment that was trending as everybody wanted to know they were tweeting at and saying when am i going to get my payment when am i getting my money where's my money remember this is this is the theme going forward this is what ray dalio sees he sees that this the shift in consciousness why do we need to pay taxes when you could just print give us more money you did it last year you could do it this year why do i have to go back to a job that i'm going to earn like 20 30 40 less than i was making sitting home right well markets are like natural systems and it only takes a one degree difference to go from solid to liquid you know to go from to go from ice to water it's just a one degree difference and with markets if you just have a one degree difference and you're saying you know what instead of getting a positive rate of return on my bond market i'm gonna get a negative return on my bond market and that could be even one basis points different one one 100th of a percentage it moves the entire psychology the market flips it 180 degrees and now instead of all these hedge funds and central banks cooperating to keep that status quo going they're now attacking the central bank and the money printers with this borrow to to spend on assets change and we see that reflected now in the commodity markets that are now entering a bull market because paper is and fiat money is now turning into trash as it has in some of these emerging markets like venezuela and assets like bitcoin are becoming the go-to asset to protect yourself against as michael saylor of microstrategy calls it the melting ice cube on your balance sheet cash is losing according to micro strategy ceo michael saylor 15 of its purchasing power per year why would you hold on to something like that when you have a bitcoin that's appreciating on average 200 a year for 10 years it's a pretty simple trade once you see the raw numbers well speaking of raw numbers i have some raw numbers from bank of america and it kind of goes with the data i showed you uh from twitter versus what biden is doing and what ray dalio is doing so ray dalio is saying he's borrowing to invest in in real assets because he sees biden before that trump borrowing big to give to people pour poured into bank accounts of everybody so they seem fair right um but in fact it's going to a huge percentage of people who don't actually need it you can see that in the data in terms of what a bank of america did so then they pour it into bitcoin so like 400 billion is going out uh in this last week and this week and what you're seeing is um bank of america found that about 10 of that is going to go into bitcoin so 40 billion pouring into bitcoin a real hard money right people are taking the borrowed money that basically the us government is doing this technique of a speculative tech on the dollar themselves so the survey of investors by bank of america shows that more than half in each income bracket from 30 000 to 120 000 plan to save their third stimulus check for the lowest income group substantial portion then goes to food clothing and necessities so look at that gap 53 percent is all that the people earning under 30 000 a year those people can only afford to save 53 of it the rest is going on food and rent so that's the gap between 53 and 79 so slowly those who are earning 120 000 feel very good about themselves because they told biden to give these 1400 and 3600 for children under six and all this stuff but it turns out they're they made sure they're getting the money too and it's not it's all going to them building up assets building up the wealth that rey dalio himself is also doing so they get to act like ray dalio these guys at the bottom will always be um the investment at the top is causing the inflation right the money printing is causing inflation so it's going to be running in place for the bottom 50 30 people earning under 30 000 and so you see it in the actual data like what happens the discrepancy how the wealth and income gap keeps on going further and further and wider and wider despite you being so supportive of these policies that actually cause the situation destabilize the situation right well this also tells us something remarkable up until maybe a year ago that bottom distribution of money to the under 30 000 would have been 100 spent none of it saved at all and that would have increased the so-called velocity of money and the fed could look at the velocity and say you see we're causing growth but now what we're going to find out is that this money printing is not going to increase the velocity of money across the board because even those making under 30 000 have been educated by the bitcoin cyber hornets that saving money like what they do in the 100 200 a million 10 million dollar income class is in assets that go up as they print more money is the escape valve as christie lagarde calls it so now the cat's out of the bag now even people who are dirt poor are going to put some of that free money into bitcoin because they realize that the government is trapped and that bitcoin can only go up in value and that'll make the money velocity not go up which will make the government in turn print more money so this is a beautiful situation where those who are saving money like ben franklin did penny saved is a penny earned suddenly that lesson is writ large on a 200 million 300 million americans who are saying you know what ben was right the fed like franklin said the reason we had the revolutionary war of 1776 was to get rid of the bank of england that was the primary reason here we are in 2021 finally understanding that listen across america coast to coast 330 million people saving and saving