저자: MarkFaber · 외국인
요약 보기
Mark Faber가 인도·미국 개인투자자에게 시장 반등 시 탈출을 권고하며, 향후 수년간 시장 부진을 예상함. 근거: 트럼프 관세 정책이 미국 경기침체 가능성을 키움. 최근 두 달간 테슬라 -30%, 엔비디아 -17%, 비트코인 -13% 하락을 언급하며 무지한 개인투자자의 투기적 매수가 랠리를 주도했다고 지적. 대안으로 금·은·백금 등 귀금속을 제시하고 루피 약세를 예상. 진행자는 분산투자와 펀더멘털 우량주 보유를 강조하며 신중한 입장 유지.
다듬은 글
Hello friends, welcome to the Stock Market Kannada channel. Friends, someone is giving a suggestion to exit the market, especially for Indian investors and American investors. Who is he, what is his background, why is he saying this, to whom is he telling exit? Let us try to understand some things about all this.
In this video, first let us know who he is, then let us pay more attention to what he said, and what we should do, whether we should listen to him or not. Let us also try to understand some things about it. So, the person who is giving us a suggestion to exit is Mark Faber. You can see here that a Swiss investor, who is also an investor, a 79- year-old investor, is directly giving a message to retail investors.
That is, exit the market, and especially when. He also said that he would exit. Let's talk about that. First of all, let's talk about who he is. Let's talk about why his statement is important. Because we don't know the background of it. So, it doesn't make sense from the beginning. Also, why is his statement getting so much importance?
You can search on YouTube and find videos. Since yesterday, many news channels have covered his statement. So, why is his statement getting so much importance? Let's talk about that. First of all, let's talk about who he is. Why is his statement getting so much importance? We can see that because of who he is.
Mark Faber is a veteran market commentator who gained recognition for accurately predicting the 1987 stock market crash. He made an accurate prediction about what the 1987 stock market crash was. The prediction was correct at that time, that's why he got a lot of recognition from there. You can see that he is the editor of the Gloom Boom and Doom Report and has built a reputation for his contrarian investment views.
After this, in 1987, he also warned investors about the housing bubble in 2005-6. But in 2005-6, there was no immediate market crash, but you know the crisis of 7-8. In case you didn't invest in the stock market then, you know what the crisis was. So these two reasons gave him a lot of recognition. So it's like he predicted it accurately.
In 2005-6, they said that the market crashed in 2007-8. So what are they saying now? You can see that retail investors are at risk. They are saying that retail investors are at risk now. So why are they saying that? Faber believes that last year's market rally in India and the US was driven by uninformed retail investors.
So why did our market and the American market perform so well last year? It came from uninformed retail investors. That is, especially from those who have recently entered the market. If you want, retail investors mean everyone comes. Those who have been investing for 10 years come. Those who have been investing for 20 years come.
Even those who have been investing for 20 days come. So He specifically stressed that uninformed retail investors are the ones who are most likely to make a lot of money, and that many of them are now facing sharp losses. That is true. There are already a lot of people who have lost a lot. I have also lost a lot.
You can see the recent downperformance of the stock market there. He noted that speculative investments in Nvidia, Tesla, and Bitcoin were among the key drivers of the rally. He knows how Tesla has performed. He also noted that Nvidia has performed well last year. Bitcoin also had a very good rally there.
After 2020, there was a very good rally, so it is 2024. Just speculation is the reason for this kind of rally, but these assets have been significant declines in recent months. Recently, there has been a good correction here and there. Over the past month, Tesla has fallen 30%, Nvidia by 17% and Bitcoin by 13%.
You can see here that retail investors have suffered colossal losses in the last two months. He said that in the last two months, there has been a huge loss for retail investors. You can also see that in Indian investors have not been spared from the volatility. Indian investors have also made a similar amount of loss in this volatility.
He said that what he is saying is especially important in recent times for the market. For those who are entering, it may be very difficult for those who have seen the previous big corrections in the market. They are giving a warning that the market will be in a bad shape for the next few days. In case you have already seen our market, there was a good correction in 2015-16.
There was a good correction during the Covid time. Then there was a good correction in 2008. What were the big crashes like this? Investors who have seen those big crashes in the market will not have a big problem. But for newbie investors, especially those who have come to the market after Covid, who have not seen a big crash, especially those who have seen a 40, 50, 60, 70% crash, this is a big challenging time.
This is the summary of their warning. And where should they invest now? He also said that it can be done and why the market can go down or crash. I will tell you that too. First of all, you can see that he is telling especially retail investors. Exit on Market Rebound. Mark Faber tells Indian Retail Investors that if there is a recovery in the market, at least to some extent, you can use such an opportunity to exit.
You can see that if the market rebounds then get out. He said predicting that the on-going global bear market could persist for several years. The market may underperform for the next few years. They are giving warnings like this. All the news channels are also covering it. You can see that here on ND TV, if markets rebound then get out.
Mark Faber to Indian Retail Investors. So why are they warning like this? Why can the market underperform? They are giving two reasons for that too. So what are those two reasons? Mark Fraber and Trump Tariffs Possibility of US Recession. So they are giving these two reasons. They are saying that Trump's tariff policies are the worst decision he is taking.
I don't know to what extent this is true or if it will be true. But they are saying that Trump's tariff policies are the worst decision he is making. It will have a very big negative impact on the American economy. It will also have an impact on the global economy. So they are saying that the worst decision they are making is tariffs.
They are also making a prediction that the US may enter a recession due to these tariffs. In case If there are any changes in Trump's tariff policies, perhaps his prediction will come true. There may be such chances because the reasons he has given as major are that the US may enter a recession due to Trump's tariff tariffs.
In case Trump's tariff policies change, the probability of recession will decrease. So he is giving these two major reasons. For the same reason, he is also making a prediction that the market may underperform in the next few years. In that case, he also talks about where to invest and where it will be better to invest.
See Faber recommends that Indian investors diversify their portfolios by investing in gold, silver and platinum, which he believes are safer assets in the current economic climate. So in the current situation, gold and silver are the best investments. He is suggesting that platinum is the best investment.
It is not like you should immediately go and buy gold. There is also a gold ETF. You know, many people have already made investments. There is also a silver ETF. He is suggesting these precious metals. So why is it that the recent economic climate is changing? He is also predicting that the rupee will continue to decline against the price of these precious metals.
He is also making predictions like, "The rupee will decline or may decline." This gold, silver, platinum are opposite, so making them a better edge against inflation and market volatility. What is the recent inflation there? There are also positive developments there. The market is also very volatile, so they are suggesting that we can hedge against this market volatility and inflation, and they are also suggesting that precious metals.
Then the question of what's next comes up. Of course, as I always say, we don't make decisions like, "The market will crash," "Exit," "Enter," "We should make decisions based on what we feel. Also, when we invest in good companies that are fundamentally strong, there is nothing to be afraid of even if the market crashes.
Companies will rebound, but we have to be patient to wait until then. Also, as I have already said many times, and in today's morning video as well, you said one thing, that the situation as of now is not that good, there is uncertainty, so we should wait before making new investments. You have already shared the word "better" many times, so we will wait and see for a better opportunity.
In addition, they made good predictions in 1987 and 2007-8, they made them correctly, but I don't know if it will come true this time. But if you look at the tariff war, perhaps the chances of a recession are also higher. Even if the prediction is true, it may happen. They can make such statements only after studying all those data points.
No one can say this with their eyes closed. So, all that can be said is already the news that is circulating in the market. So, what do you think? You take a decision on it. I am also always committed to my stand. So, if you are invested, you should invest again, and wait for the right opportunity. That's all I do.
Continue as usual. With Madhini, you should invest wherever you want, but diversify, because in such a situation, diversification plays a very crucial role. I have already said that putting all the money in the market is not a good decision. We should diversify in the market as well. At the same time, we should diversify across asset classes, so it would be good to have real estate, gold, FDs, etc.
Not just the market, if the market comes there, we should also diversify there. Let's see where good performance can come from. His prediction will definitely come true this year too. In case it comes true, if the market underperforms, we should think that it is a good opportunity. But there will be a challenging phase for some days.
We will have to challenge that. If we face the challenges successfully, we will be able to emerge as better investors. No university teaches us a lesson like experience. So, if we have that experience, our next journey will be good. So, we have to wait for that experience. The market is there. . Until then, Jai Hind, Jai Karnataka.
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