저자: LukeMLTD채널진행자 · 외국인
요약 보기
결론: 마이클 버리가 물 관련 투자에 주목하며, 물 관련 ETF(iShares Global Water) 투자가 유망하다는 취지의 영상이다. 영상의 핵심 논리: 물은 유한한 자원이며 마실 수 있는 물은 지구 물의 약 1%에 불과하다. 수요·공급 전망: 2025년까지 세계 인구 66%가 물 부족 지역에 살 것으로 추정되며, 향후 15년간 수요와 공급 사이에 40% 격차가 생길 수 있다고 주장한다. 식량 연결고리: 물 부족 지역의 식량 생산 문제가 커질 수 있으며, 버리는 물이 풍부한 지역에서 식량을 생산해 물이 부족한 지역으로 운송하는 방식이 물 재분배의 가장 덜 논쟁적인 방법이라고 봤다고 소개한다. 투자 방식: 물 가치가 낮을 때 투자해 두었다가 희소성으로 가격이 오르면 수익을 얻는다는 논리이며, 초보자는 물 기업 지수를 추종하는 ETF로 분산투자할 수 있다고 제시한다. ETF 실적: iShares Global Water ETF는 2015년 5월~2020년 2월 사이 약 70% 상승했으며, 최근 시장 상황으로 소폭 하락했으나 계속 상승할 것으로 전망된다. 버리의 과거 예측 한계: 버리는 과거에도 예측이 빗나간 적이 많으며, 최근 게임스탑 주식이 저평가되었다고 주장했고, 패시브 투자(ETF)가 버블이라고 봤다고 소개한다. 진행자는 이에 동의하지 않는 시각이 많다고 언급한다. 리스크: 물 관련 ETF의 상승 전망은 장기 논리에 기반하며, 버리의 예측 신뢰도에 대한 의문이 제기된다. 출연자 전망: 진행자 본인은 물 ETF 투자가 유망하다고 보는 입장이며, 시청자에게 투자 여부를 묻는다. 마이클 버리 개인 발언 인용: 식량을 통해 물에 투자하는 것이 핵심이라는 주장.
다듬은 글
Michael burry is famous for having cool time on subprime lending market years before anybody else profiting hugely in the process during the 2008 recession in the film that big short where Michael burry is portrayed by Christian Bale we learn before the credits that burry is focusing all his trading on one commodity water does this mean the value of water is set to skyrocket welcome back it's Luke M and I hope you're well it's been a while and I'm relaunching this channel to focus more on content that can actually benefit you so if you want to get started in investing or making your life go further then please consider subscribing so let's look into why burry is so drawn to water for starters we know that water is a finite resource meaning that unless things change we don't have access to an unlimited supply of drinkable water did you know that only 1% yes one percent of water on earth is drinkable and it takes a hundred and forty liters of water to travel from bush to table to make just one cup of coffee by 2025 it is estimated that 66 percent of the world will live in water stressed areas this will see a 40 percent gap between demand and supply emerge over the next 15 years this could cause a massive problem for food growth in these water stressed areas so where does Michael burry see these opportunities how can he make money out of a possible solution for this problem this is what burry had to say on the subject what became clear to me is that food is the way to invest in water that is grow food in water rich areas and transport it for sale in water poor areas this is the method for redistributing water that is least contentious and ultimately it can be profitable which will ensure that this redistribution is sustainable but we believes that this is how food redistribution to water starved areas will work in the future since countries can't grow food without water by investing in water now while it is low in value he will make money once the value of the water rises due to its scarcity the less there is of a valuable commodity the higher the value of it think of supply and demand select simplify it how can we as beginners invest in water there's a great ETF available on many platforms but I'm using free trade to show it to you right now the iShares global water ETF tracks an index of global water companies so you are not just focused on one country great for global diversification in your portfolio from May 2015 to February 2020 the value of the ETF rose by just above 70% it has dipped slightly due to the current climate but it is set to carry on rising now before we rush in to invest in water let's stop and think burry has not always been right of his predictions and has often made other surprising prophecies for example recently barrese said that gamestop shares are undervalued this is an odd claim to make as gamestop is a company failing to adapt to the modern consumer landscape he also thinks that passive investing for example ETFs are in a bubble something I think many will disagree with but what do you think will you be investing in water would you be taking a look at this ETF if you did let me know in the comments below and thanks for watching you
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