저자: ChamathPalihapitiya—제목기준,채널출연자명시없음 · 외국인
요약 보기
영상 결론: 챠마스 팔리하피티야는 시장이 이미 나쁜 뉴스(우크라이나 전쟁 등)를 상당 부분 반영했다고 보며, 단기적으로 랠리(멜트업) 가능성을 주장하고 개인투자자(리테일)와 반대로 행동하라고 권한다. 시장 전망: 시장은 나쁜 뉴스 자체보다 불확실성을 싫어하며, 우크라이나 휴전 기대와 연준 금리인상 경로 명확화로 불확실성이 완화됐다고 평가한다. 향후 1~1.5개월 내 멜트업을 예상했다. 단, 러시아의 화학·핵 공격은 변수다. 비트코인: 금을 사실상 대체했으며 장기적으로 20만 달러까지 갈 수 있다고 봤다. 최근 암호화폐 시장 상승이 이어질 것으로 본다. 미국 경기침체 가능성은 커지고 있다고 언급. 투자 전략: 리테일 매수 흐름의 반대로 가는 것이 유리하다고 주장한다. 2022년 초부터 리테일이 순매수한 날에 시장이 하락했고, 3월 초 리테일이 투매했을 때가 매수 기회였다고 회고한다. 고성장 기업: 연 50% 이상 성장하는 하이퍼그로스 기업(예: 소피, 오픈도어, 클로버헬스 등 SPAC 상장사)을 강조한다. 현금창출 자산: 광산 기업 등 현금을 창출하는 주식을 유망하다고 본다. 비상관 자산: 인플레이션 헤지 수단으로 비트코인 같은 비상관 자산을 제시한다. 게임스탑·로빈후드: 2021년 1월 게임스탑 투자에 직접 참여했고, 로빈후드의 거래 일시 중단을 비판하며 소피(SoFi) 등 경쟁 플랫폼으로 자금 이동을 촉구했다. 리스크: 러시아 화학·핵 공격, 우크라이나 전황 불확실성, 미국 경기침체 가능성. 장기 투자: 기업 펀더멘털 리서치와 투자 원칙 고수, 장기 투자가 성공의 핵심이라고 강조한다. 출연자 전망 요약: 단기 상승(1~1.5개월 멜트업), 비트코인 장기 우상향, 리테일 역행 투자 권고.
다듬은 글
paliapiria was a member of the facebook leadership team that led the company to profitability polyapidia has now pursued a number of independent ventures that reflect his interests with a net worth of more than one billion dollars many people are wondering how chamath paliapidia made his fortune how did chamad paliyapidia make his money what does chamatpalyapidia mean by do the exact opposite of retail hey folks welcome back to the channel in today's video we're going to explain how to invest and get rich before we get into this video don't forget to drop a like on the at with rising prices and a new squeeze on production anticipated russia's invasion of ukraine poses a new threat to the unraveling of global semiconductor supply bottlenecks the founder and ceo of social capital favor hyper growth enterprises cash generating businesses and a select few assets such as bitcoin that are unrelated to the first two hyper growth enterprises and businesses as defined by poly apidia are those that increase by 50 or more each year sophie open door technologies and clover health are all which has helped take the public through special purpose acquisition firms were named by the technology investor mining companies according to polyapidia are a strong pick for cash generating stocks poliopidia promotes a non-correlated asset like bitcoin as the third type of investment to hedge inflation these are a great counterintuitive hedge against the other two investments according to him bitcoin according to polyapedia has effectively subplanted gold and will continue to do so polyapidia previously told cnbc that bitcoin may one day reach 200 000 in value the value of digital currency is currently around eight 43 eight zero dollars at the time of recording bitcoin and the crypto market in general are on the rise and billionaire venture entrepreneur chamatpalia pedia believes this trend will continue according to microstrategy ceo michael saylor the world will increasingly acknowledge bitcoin's unprecedented level of decentralization as well as its growing use as a readily transferable and verifiable scarce digital asset the sri lankan-born canadian and american venture capitalist also known as the spock king for his series of special purpose acquisition firms was chatting on the all in podcast this week with a group of fellow moneybag investors and friends paulia pidia's fundamental premise is that the market stocks and crypto have already factored in the majority of the recent bad macro and geopolitical news and that includes a lot of what could be termed worst case possibilities as a result of the ukraine conflict i think i think the thing is we we have we can't even estimate correctly so for example there was something that said there was a hundred out of a hundred russia has 170 battalions apparently i don't know if that's true or not right of which 100 were sent in we don't know if that's true or not of which you crane apparently destroyed 50 of which we don't know if that's true or not so we're left to guess and unfortunately what that does is that people psychologically then fit as david has used in the past year priors what are your biases right what narrative fallacy do you want to believe and then you're going to fit so the pro-russian factions will say that's entirely not true the pro-ukrainian factions will say actually it's even greater than that huge sustained military losses the truth is somewhere in the middle that will only get accounted for after a ceasefire is in place so i think we almost need to again if we can get caught in this fog of war and and talk about this stuff in ways which we don't accurately know or we can level up and say the thing that we both know is there was on the record statements by the foreign minister of russia and the president of ukraine that a cease-fire and the surface area of that cease-fire is within sight however a chemical or nuclear assault by russia would be a fly in the ointment i think that we're in the midst of what i would call a melt-up said the billionaire investor so probably in the next month month and a half there really isn't much bad news that hasn't been priced in the thing i've learned over the past few years is that markets don't actually care what the news is they can process good news and bad news equally well what they despise is the uncertainty of what the news could be chalmette has 1.5 million twitter followers a weekly podcast and a day trading audience of millennials and zoomers who listen to his every word he's 44 and appears to be the type of person who if we were the ones behind it would enjoy calling bs on current stock market hysteria polyapidia claims the classic value investors who believe that some stocks are highly expensive and idiots according to him markets are almost certain to rise as long as the federal reserve keeps printing money and private investors who buy popular stocks beat wall street his point of view may be dubious but it's certainly entertaining polyapedia chose the fun side of the bet in late january when sober-minded financers cautioned the hype surrounding gamestop corp the one beleaguered video game store cherished by reddit users would end tragically he invested in it himself and then chastised robin hood markets inc for momentarily suspending trading causing the company's stock price to plummet poliopidia stature and charisma make it common for social media influencers of such stature and charm to monetize their following by endorsing a saleable product such as a detox tea or a line of home goods polyapidia has a spack or special purpose acquisition firm which was responsible for the clover investment when he urged for the crackdown of robin hood's executives he urged that his supporters withdraw their funds and invest them in a competitor social finance inc or sofi which is combining with another of his facts two huge buckets of uncertainty have eased in the last week or so according to polyapidia and they revolve around optimism for an end to the ukraine conflict if peace plan talks can continue as well as the u.s federal reserve providing a better estimate for its inflation-fighting interest rate hikes over the next two years the billionaire also stated that there are definite indicators that most retail investors capitulated and sold off at the beginning of march now what does chamatpalia pedia mean by do the exact opposite of retail and how to invest and get rich investing attracts a diverse range of investors for a variety of reasons the institutional investor and the retail investor are the two main sorts of investors a corporation organization with personnel who invest on behalf of others usually other companies and organizations is known as an institutional investor the way an institutional investor allocates funds for investment is determined by the objects of the firm or organizations it represents pension funds mutual funds hedge funds and insurance companies are all examples of institutional investors retail investors invest their own money usually on their own behalf the rate at which each trade the amount of money and investments involved in each trade the costs each pay to invest their investing knowledge and experience and their access to critical investment research are the main differences between institutional and retail investors retail is not a very good signal of anything in fact if you actually look at retail flows typically you will make money by doing the exact opposite of what retail does every single day since the beginning of this year retail was a net buyer in all of those days the market got punched in the face finally at the beginning of march retail capitulated and i posted that same day and i said guys this is the moment to buy when someone asks how things are going you must have the bravery to respond that they are difficult and that you're still working on the same problem in terms of trading you may assume that it takes time to become successful while we are learning to trade and you can't just jump into anything because it might disappear just as quickly retrain your mind you're putting your brain to work recognize that the activities you spend hours a day doing and rewiring your brain and physiology in a way that you now have to utilize to find out how to be effective in the commercial world whether you think it or not whether you realize it or not whether you admit it or not as a result if you don't change it you'll see the same results if they experience these lucky streaks there's a good possibility they'll also have these unlucky streaks and end themselves washed up instant gratification teaches your brain to want instant results again and again which will impact the way you respond to how you conduct your business or trade chalmette discussed how the crypto market has benefited from the war chamber believes that the likelihood of a u.s recession is growing at times like this when everyone is backed out from buying keeping holding don't freak out and lose your composure don't be a sheep paliapidia believes that investing for the long term is the key to success stock investing all veteran investors agree that doing adequate research before investing in a stock is critical investors according to polyapidia will have to look at a company's performance before deciding whether or not to invest in it and if it is healthy and long lasting polyapedia claims that the market constantly overreacts and under-reacts based on investor psychology at any particular time but he claims sanity always wins out in the end as a result by defining and following investment rules investors give themselves the best chance of not losing momentum in times above heal a finding and adhering to their convictions and of allowing prices to catch up what do you think about chama's strategy do let us know in the comment section below because we would love to hear from you all also consider subscribing to our channel for more related content just like this one and turn on post notifications so you don't miss out on any of our future uploads that's about it for today we hope you enjoyed this video and if you did make sure to smash that like button and we'll meet again in the very next one
Comments 0