저자: AnthonyPompliano · 외국인
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결론: 이 영상은 특정 종목에 대한 명확한 가격 예측보다는 시사·재미 위주 토크쇼로, 투자 방향 예측 발언은 거의 없다. 금융 상품 홍보: 진행자가 Block Five의 이자부 계좌(연 8.6% APY)를 소개하며 개인적으로 투자자이자 사용자라고 밝히고 가입을 권유했다. 리스크가 있다고 언급했다. 미국 증세 논쟁: JP모건 CEO 제이미 다이먼은 부유세보다 소득세 인상이 현실적이라고 주장했다. 부유세는 자산 평가가 어렵고 회피가 쉽다는 이유다. 진행자도 이에 동의했다. 재정적자 문제: 연방 소득세 수입은 최근 6년간 매년 사상 최대치를 기록했으나 적자는 계속 늘고 있어, 문제는 수입이 아니라 지출 효율성이라는 취지의 주장이 나왔다. 바이든 vs 트럼프 세제: 바이든은 트럼프의 감세 대부분을 되돌리겠다고 했고, 다이먼은 트럼프의 세제·규제 완화가 경제에 긍정적이었다고 평가했다. 테슬라: 머스크가 3년 내 2.5만 달러 자율주행 전기차 출시를 예고했고, 플레이드 모드 모델S 주문도 받는다고 밝혔다. 현재 저가형은 약 5만 달러다. 가격 방향 예측은 없었다. 카바나(Carvana): 중고차 온라인 판매사로 창업자 부자의 자산 규모(약 214억 달러)와 최근 주가 강세(올해 약 150% 상승)가 언급됐다. 미디어·기타: 디지데이 편집장 이직, 클라우드 페이퍼 등 셀럽 투자 화장실 휴지 브랜드, 좀비 폭풍 파올렛 등 가벼운 소재가 다뤄졌다. 출연자 전망: 진행자 본인이 특정 자산에 대해 명시적 상승·하락 전망을 제시하지는 않았다.
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what's up guys bang bang lunch money time well while she's trying to get rich to us let's just try to get our lunch money right i'm here with paulina forget the rest of her name just paulina that's it she's gonna take over that word and i don't know what is going on here i've got a forest growing out of my head i told you guys when i got this haircut it just keeps growing and growing and growing i can't keep it down whatever we're just gonna go with it i look like an idiot with it a shower doesn't matter just gotta get yourself some gel and hairspray no i just need to go get a real haircut like a regular haircut not a crazy haircut uh block five has a interest bearing account where you can earn eight point six percent apy why does that matter because in your checking in your savings account you can earn like three basis points or five basis points that's like 0.03 or 0.05 percent but with block five you can earn eight point six percent pelina is over here yawning that's not good but don't worry 8.6 apy in an interest bearing account there's risk but i'm an investor i did my diligence i like it i'm a user you should go use the product check out blockby.com jpmorgan chase the ceo jamie dimon said he's not against higher taxes on the rich but a wealth tax is not the way to do it he said it's almost impossible to do um this this tax has been put forward in a proposal by several democrats and he said i'm not against having a higher tax on the wealthy but i think that you do that through their income as opposed to you know calculate wealth which becomes extremely complicated legalistic bureaucratic regulatory and people find a million ways around it i would just tax income makes a lot of sense it's really really hard to do the wealth tax and even forbes struggles to do it so well they're trying to calculate wealth so that that's difficult obviously that's what they're going to try to do no but it becomes difficult because what do you do in a situation let's say that uh i own a stock for example whether i bought it or i'm just like the founder of a company and it appreciates significantly in price so for example when they're like oh the richest people in america gained you know 800 billion dollars during the pandemic yeah they didn't get 800 billion dollars of cash it's the stock prices all went up so let's say at the end of this year uh somebody whether you're a kind of an average citizen or you're a billionaire if you're stock appreciated at the end of the year they say okay you owe us uh 20 of that money okay but you don't have the cash so what they would do then they would force you to sell the stock in order to then go pay them right because it's part of your net worth has gone up but you didn't actually get the cash with an income tax you actually have the cash to pay and so if you that's in a liquid market you could sell the stock and kind of raise capital to do it but then what happens if you're uh in a private uh situation so let's say you bought a home you own the homeowners you've been able to pay off your home it's by far your biggest asset that you own and your house appreciates um by twenty thousand dollars this year okay are they then gonna tax you on the 20 gain of your house you you don't have the money how do you pay so you so the wealth tax is really really hard to implement and then what people can do is they can do they can manipulate it a million different ways whereas with income it's straightforward and so i think that uh he's dead on with this in terms of how to actually do it but it goes back to do you remember what we talked about uh it's probably like june or july every single year for the last six fiscal years the government has brought in record level of federal income tax revenue so they keep collecting more right the income is going up but the annual deficit that they're running is getting wider and wider and wider so it's not a income problem it's not a revenue problem right the government is collecting enough money it's that we spend on the dumbest stuff in the world and we're super inefficient look at i this is an interesting part so joe biden has said that he would roll back most of trump's multi-million dollar tax cuts which some reports said benefited businesses and higher income individuals the most but diamond said the president's tax policies are among some of the very good things that he's done for the us economy he explained that the u.s has traditionally been a red tape society with a bureaucracy that slows down a lot of business and he said and i remind people the world when you slow down the economy you're hurting the disadvantaged more than anybody else so is that because they they're not paying more taxes so why are they being disadvantaged because the businesses are getting her and therefore the economy look what happened when the pandemic happened that we stopped the economy who are the people who get hurt the people who work service jobs and hourly wage workers they're the ones who get fired first right then they don't have access to capital they can't pay their rent like there's all these issues because again what they're basically doing is almost think about it as uh they're basically running through life right it's kind of like the rat race and when they're doing that they don't have emergency funds if for some reason they lose their job or to pay rent they can't take a month off from work right because they need that paycheck and so they're literally running uh basically a uh a non-profitable business if you think of it that way right their income and their expenses barely match and sometimes actually they run a deficit that's where they get credit card debt things like that and so when you think through that it's just you have to keep capital flowing to these people uh what i i honestly believe this right and this is not a political statement at all as many people know i hate both political parties uh i just think that we spend an inordinate amount of money on dumb [ __ ] that's the best way i can say the government there was a uh in one of the stimulus packages earlier this year i like a nerd went and i read through some of it and these things are you know hundreds of pages one of the things that was being debated and was a hold up to getting it approved at one point was whether they were going to approve 25 million for cleaning supplies for the i think it was the capitol building in washington d.c you need cleaning supplies you need cleaning somebody you need 25 million dollars worth come on i know a lot of people that you could say hey we're gonna go and we're gonna clean this for one year for one year and we're gonna pay you less than 25 million dollars to do it and you've got to bring your own supplies and they'll clean the [ __ ] out of the capitol building right so it's just things like that are like the really easy things and then when you get into all these organizations uh and you start to look at like how effective actually are they it it really varies like there's a lot of organizations we probably could get rid of and drastically reduce the uh federal spending and still be okay that's what i think all right what's next so at his battery event yesterday elon musk promised a 25 000 tesla electric car that would be available in three years and he said that it would be capable of driving fully autonomously i mean remember how yesterday you said he was like tampering expectations i feel like this is pretty big yes but he says it's not gonna be available for three years so well i think that's what he basically was when he tweeted out he was just saying like look this is going to be exciting but he was trying to set the expectation that like it's not actually going to get into production until 2022 or 2023 so it looks like that's basically what they are uh are getting to the crazy part is he's been saying this for a while that he's gonna be able to do it and how much is a tesla now well they start out very expensive so his whole business model was sell like a really um kind of aspirational sports car so really high price point great margins it gave them the cash they needed to be able to build out um the technology etc and then he started to come down in price point i think the cheapest one you can buy now is around fifty thousand dollars still pretty expensive for a car uh if you can get this down to 25 again like that's not the cheapest car but it's way better than i think they started selling the original ones at like 100 plus thousand dollars musk also announced that tesla is taking orders now for a new three motor tesla model s with plaid mode a version capable of producing 1100 horsepower this car will be able to go from zero to 60 miles an hour in under two seconds and run a quarter mile drag strip in nine seconds costing about 140 thousand dollars yeah it's really crazy how he's been able to from a market standpoint uh like lamborghini ferrari right i think his lamborghini's got this great uh line where they say we don't do a tv advertisements because our customers aren't sitting at home watching tv right so they're basically appealing to kind of the aspirational wealthy uh running ads well they would never sell a car for twenty five thousand dollars because it would ruin the brand yeah right and so what uh tesla's been able to do is sell both uh cars for high price points 100 140 000 and also now come out with a 25 000 car it's really interesting how they can kind of navigate that uh and still keep that brand power awesome speaking of cars speaking of cars carvana uh is a car used car com used car yeah used car company stop it it's so ridiculous go ahead come on carvana is a used car company and it's a father and son team bernie garcia ii and ernie garcia iii the third and the second you think they call each other eg2 and eg3 so his son garcia iii is the company's ceo together they're worth 21.4 billion dollars shares of the company searched 31 on tuesday after it projected record revenue and profit margins the stock has rallied almost 150 this year as americans have turned to buying household essentials and increasingly used cars online every big purchase you make is now going online who would have thought 10 years ago that you'd buy a car online without ever seeing it buy a home online without seeing it sell your home to somebody like an open door everything's going online online transactions are going to be the standard carvana lets you choose for more than 19 000 cars and complete purchases in as little as 10 minutes it's crazy that you can buy like you know a coffee maker on the internet and then also a car just put it put it on my cart 3.9 billion in revenue last year they sold 200 000 cars it's cool you don't hear about these guys yeah well trust me ernie garcia ii and ernie garcia three are going to the bank because they billy boys all right what's next terminology billy boy are you gonna make that sound you made yesterday again no okay come on that's what it was digiday editor-in-chief uh brian morrissey is leaving the company at the end of the month guess what he's leaving to do what is the editor-in-chief of digiday go home and hang out with his kids write a newsletter on the rebooting of media is he gonna do it on substance unclear but probably casey newton just left the verge and is going to substance wait really yep oh i did not know that bang bang wow that's big and i tweeted i said if software's eating the world then subsect's eating the newsroom wait is soft if software is eating the world then substance eating the newsroom it's a it's a no-brainer for people to leave if you're a reporter why would you stay oh okay you have an editor suite you know how to write you don't need it well you need an editor a lot of a lot of these people need editors yes you do for the really really good stuff like what i do is i sometimes email my friends who have been in journalism for a long time and i ask them to look it over you can find ways around it but i think hopefully in the future subsequent offers something like that that would be great all right let's keep going by the way while she's transitioning on the pages somebody called me a writer yesterday and pelina and i lost it we literally could not stop laughing because somebody's like oh yeah he's such a good writer and it was like if you think i'm a writer you lost you confused you lost in the sauce did you like that lost in the sauce come on mark cuban mark benioff robert downey jr gwyneth paltrow and uber ceo dara um are investing in toilet paper what led by great great croft a who's who of celebrities including all these people russell wilson ashley kutcher all of them are investing three million dollars into a new toilet paper brand called cloud paper they're it's a toilet paper brand that's hoping to save the environment i mean honestly cloud paper sounds like that you know if you got to wipe your butt and feel good it's one of several companies trying to get consumers to make the switch of bamboo based toilet paper but it may only be to get such high profile investors to flush it with wads of cash what a bad joke so yeah and i like it they're one of their pages says we roll different and that's pretty good so basically toilet paper is a key contributing factor to climate change according to the oh sorry sorry deforestation not toilet paper 15 of deforestation is due to toilet paper production alone and roughly 40 000 trees per year are cut down for us consumers to wipe their butts it just says wipe up but he added that watch okay honest all right what's next so there's a zombie storm named paulette that is regaining some strength according to weird 2020 weather it's a zombie storm called paulette there's also a zombie monster i live with called polina so um yeah it's a zombie storm so what does that mean it's an unusual phenomenon one that comes during an extremely busy fuzzy busy hurricane season in a year that has been chock full of extremes do you think we live in a simulation no well i think that just means that it's weird i really do think that uh it's a zombie tropical storm i really do think we could be living in a simulation and somebody just like they got drunk and they're like watch this it's kind of like when you're playing a video game and you're not trying to win the game anymore you're just screwing around and like you know just trying to hang out how do you think the aliens are playing i don't know but like if you're trying to screw around this would be hilarious right oh let's do a pandemic press a button like idiots watch them react to this okay here comes a zombie storm like oh let's put a meteor real close like oh let's find a t-rex so so i one of my friends tweeted and he said oh my god there's a meteor meteor meteor yeah four million miles away except he did four m miles and i read that and i was like oh my god it's four miles away i missed the m and i was really nervous for a second and then i saw the million i was like hey you're not scared no i'm ready for the simulation what simulation are you ever seeing where they break out of the video game no i'm in there let's go all right what's next all right your joke my joke oh i got a great joke for you guys today nope i got a great joke are you ready i did some research last night and i had to when i searched for immature jokes i was dying laughing all night but i can't say most of them on this show cause kids show you know kid show so what's six inches long two inches wide and drives women wild huh huh huh a hundred dollar bill don't get it don't be having any dirty minds out there just a hundred dollars um okay well you don't think that's funny someone named tyler had a great idea to do uh this day in history instead of jokes so today in this tyler must be no fun tyler's great and tyler literally tyler you don't like jokes no this isn't nervous he said this isn't a nerd program he said it would be interesting the youngest girl to fly across the u.s happened today in 1993 eleven-year-old vicki van meter lands in san diego after her three-day flight from maine the following year she became oh no she became the youngest female pilot to cross the atlantic somebody is giving an 11 year old and a 12 year old ability the ability to fly my parents wouldn't even let me stay at home alone when i was 11 years old that sounds like some i was staying home earlier than that really yeah when i was 11 years old there was zero chance zero my parents were still getting babysitters this happened until he was 23 years old no i literally think i was like probably 13 years old and me and all my brothers my parents would like go out uh to like dinner or something my parents would still get a babysitter yeah they did there was no trust in it are you kidding me me at 11 alone at home we would have set the place on fire i believe it i believe it that man i've been why at 11 years old but a plane yeah isn't that cool i mean why do you want your kid to be such an overachiever just let him go be an idiot on the internet she liked flying do you know what you like at 11 yes i don't know i was just trying to get fat eat bad food play video games with my friends and hope my parents didn't get me in trouble all right that's fine cool whatever lunch money for today bang bang while she's trying to get rich let's just try to get a lunch money right we'll see you tomorrow maybe i'll get a haircut ive is my second favorite thing in the world behind po six percent
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