저자: 미상 · 외국인
요약 보기
영상은 헤지펀드 매니저 Bill Ackman(자막 오인식으로 'Bloody Mary', 'Black Mein' 등으로 표기됨)이 2020년 코로나 폭락기에 신용부도스와프(CDS)를 활용해 한 번의 거래로 큰 수익(약 2.6억 달러, 인도 화폐로 약 80억 루피 수준으로 소개)을 올린 사례를 소개한다. 배경: 자막상 펀드 운용 규모와 수익률(최대 1570% 등)을 언급하며 Ackman 펀드의 성과를 설명한다. 자막 품질이 낮아 수치와 고유명사의 정확성은 불확실하다. 전략 설명: 코로나 확산으로 미국 봉쇄 가능성이 커지자 기업 부실 위험을 예상, 보유 포지션을 정리하고 CDS 등을 통해 기업 채무 부도 위험에 베팅했다는 내용이다. CDS는 채권자가 부도 보험료를 지급하고 부도 시 보상을 받는 구조로 설명된다. 결과: 주식·채권 가격 하락기에 수익을 실현했으며, 이후 수익금을 다른 우량 기업 투자에 활용했다고 언급한다. 리스크/조건: 해당 전략은 시장 하락 국면에서만 유효하며, 시장이 회복되면 손실 가능성이 있다는 점이 암시된다. 영상은 구독·알림 설정을 권유하며 투자 조언은 명시하지 않는다.
다듬은 글
Hello friends, welcome to our own YouTube channel, The Finance Print. Today we are going to talk about Bloody Mary and how she earned $2.6 billion from just one single trade. Its value in Indian currency is this much. Before moving ahead, let us know who this blackmailer is. He is a hedge fund manager who runs a fund management company for American investors.
This company is established by Avtar Singh as Ispar Capital Management. Bloody Mary is the founder of this company in Sehore. Let us talk about how the blackmailer earned Rs 80 crore from just one single trade. Such a huge amount means that if the network of all the big actors and actresses of Bollywood is gathered and approached with this amount, it will still be less.
This was around the time when the first wave of Corona was about to develop the whole world. When this factor of Corona spread all over the world, the downfall in the stock market started from the start of Twenty20 and the market indices of all the countries also started falling drastically. And taking advantage of this opportunity, Black Mein made a big shot in the market and let us understand how he made the shot.
By the way, when Black Mein started this capital management hedge fund company in the industry, at that time in the initial phase he felt very less money, that is, he did not manage much funds, he used to manage almost 3 thousand crores, but in Europe and after this, the fund house gave very good returns to the investors in 224, due to which many high network investors started investing in capital management companies on this and in this way the company started investing in very big funds, then if seen in today's date, the company manages almost 100 million dollar funds and if we talk about returns, then this company has given very good returns from the beginning till now, which has given a good return of maximum 1570 percent, which is a very good return.
Now coming to the point, in March 2018, when the infection of Corona spread very rapidly in the whole country and the whole world, As the crisis began to spread, many countries declared war, causing a sudden halt in many sectors. Because of this, Blackburn felt that if a similar lockdown were imposed in the United States, it would definitely have a negative impact on companies.
Blackburn could see everything, how companies were collapsing due to the fires in all the countries around them. He absolutely thought that he should sell all his open positions and convert them into a case. That means even if the market goes down, he will not suffer any loss in whatever position he has.
But after making this amendment, what did he do? He issued a press release and informed that Pari Singh Ishwar had purchased $2017 million directly from the board of Yes Yes Corporation. Now, what is a CDS? Let me give you a short explanation. A CDS is a special form of credit default swap, which is a type of insurance policy.
Imagine a trap, he has a house, let's say, a hundred crore rupees. Take, and on the other side of the list, there is any ABC Corporation House which was definitely owed Rs. 50 crores and what happens is that the lender will give Rs. 50 crores to the ABC Corporation but in return, he will definitely take some interest from the ABC Corporation on the business, this interest rate of 12% can be anything here and after the settlement of the loans, whatever money was given to the lender, whatever money was given to the lender, Rs.
50 crores, now he feels that I have given so much money, that is, I have given it to the Corporation, I have given it to whatever AB Corporation is, but will it return my money after a certain period of time or not, then he does not feel a little doubt that if it is not able to return it, that is, if the company defaults, then what will it do, all this money that has been given will be lost and here comes the third party, the lender tells him that look brother, I will give you insurance, if suppose the corporate house, that is, Cooperation ABC, and if anyone If you default, I will compensate you for it, but you will have to give me a return of a few percent of your love every year, that is, impress me.
If the corporation has ever defaulted, then who will compensate for it? This will be done by a third party, but you know, this amount, a few percent, this amount will definitely be done by the fund house, the entire management is called credit default swap, and finally, what the black man had thought happened, the US corporation board started defaulting, due to the Corona crisis, all the stocks and bonds were falling, and in this falling market, I made a big profit, and in this way, I earned Rs 80 crore from only one single track, that is why you will not forget this water from the window, which is the hair, that is, Britain, it gradually goes up like a ladder, but once it goes for a zone, what happens is that the directing hits them, the window system, that is, if it falls once, then whatever you have in the center for a month, the market has been freed, that is one thing, it becomes soft, then two The biggest advantage of earning money is this viewers market, once the moment goes, such a huge momentum will come and if you capture this movement in the town hall, then in one go, you will earn whatever you want to earn in Europe in one day and friends, after depositing that much money due to 2010 infection, he invested in other good companies like Star Plus, the companies he invested his money in and this is the story of the bell icon and by the way, if we talk about Black Man Hero and his fund, then who does not know him, so friends, today's video is referred to, if you liked the video then please like it and if you do not like this channel, then do subscribe to the channel and after subscribing to the channel, do not forget to hit the bell icon so that when there is a 20 type of container plot, you get its notification from time to time, for which BJP of
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