저자: ChamathPalihapitiya · 외국인
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결론: 2022년 미국 경기침체 가능성을 제기하며 인플레이션 우려로 헤지 전략을 강화하고 있음 거시 경기 전망: 연준의 정책으로 2022년 미국 경제가 둔화될 수 있으며, 침체 본격화는 2022년 이후로 보나 연준이 실패하면 더 빨리 올 수 있다고 봄. 2023년 침체를 피하더라도 2024~2025년 큰 조정이 유력하다고 주장 수요와 공급: 근로소득, 경기부양금, 실업수당 확대로 소비자 현금이 많고 기업 수익성도 좋아 2022년 수요가 높을 것으로 봄. 공급 제약도 경기 요인으로 언급 정책 비판: 기업 재투자 중심 정책이 좀비 기업을 연명시키며 경기 사이클을 더 늦출 뿐이라고 비판 인플레이션 헤지: 중기적으로 인플레이션을 우려해 포트폴리오를 세 가지 자산으로 헤지 중. 성장률 50% 이상 하이퍼그로스 기업, 현금창출 자산, 비상관 자산 순으로 투자 우선순위 제시. SPAC으로 상장시킨 소피, 클로버헬스 등 언급 비트코인/솔라나: 비트코인이 이미 금을 대체한 준비통화이며 장기적으로 20만 달러 가능성을 제시. 솔라나는 비상관 헤지 자산으로 언급. 중국의 암호화폐 거래 전면 금지 이후에도 비트코인을 낙관 주식시장: 올해 시장 낙폭이 크며 연준 금리 인상 우려로 나스닥100은 약 5.5% 하락, S&P500은 약 0.25% 하락. 기술주 타격이 크고 고위험 기술주는 금리 민감. 금융·소매 섹터도 언급. 저점 매수 기회일 수도 있으나 확신은 낮음 연준 평가: 인플레이션 대응 금리 인상을 너무 늦게 시작했다고 평가
다듬은 글
billionaire investor shaman polyapitia expressed concern about growing inflation prompting him to rethink his investing strategy paulie hapitia a former facebook executive who now leads venture capital firm social capital claimed on twitter that markets have been on roll and almost everything appears to be at all-time highs is an economic downturn in 2022 a possibility given the string of economic hiatuses over the last two years if you are new to our youtube channel please subscribe and click the notification bell to avoid missing new content denier association will regularly add videos to keep you posted on the latest in business and finance 2022 recession is possible according to shamath palihapita in 2022 the u.s economy is likely to decrease the federal reserve's policy will increase business cycles for which many businesses are unprepared the drop is not predicted to begin until 2022 but it may occur sooner if the fed avoids recession in 2023 a significant correction in 2024 or 2025 is likely while a lack of demand is typically the cause of recessions supply constraints can also play a role demand for products and services will be high in 2022.
due to yearly salaries stimulus funding and expanded unemployment insurance consumers are loaded with cash businesses like individuals maintain a sizable cash reserve profitability has been good and the paycheck protection program has benefited firms to the tune of about 800 billion dollars businesses purchase computers equipment and machinery to compensate for absent employees which helps equipment manufacturers as an early executive at facebook chamath rose to fame in silicon valley he made headlines a decade later when he said he did not allow his kids to use screens and felt tremendous regret for his role in developing a deadening social networking platform chamoth believes that by reinvesting in businesses rather than directly assisting american workers he effectively extends economic developments that are already occurring the more money we spend and send to zombie firms the further down the road we will kill the can how well do you know shamath palihapitiya shemath palapatiya contributed significantly to the development of facebook although it is not why he is so well known many individuals no longer link him with the success of the social networking site he competed in the 42nd and 43rd world series of poker finishing 101st overall out of 6865 competitors he previously sponsored the neighborhood's most popular poker night drawing some of silicon valley's most influential personalities however most people believe that paoli hapitia's fame stems from his sincere philosophical beliefs shamath is a vocal advocate for economic injustice social justice and a lack of diversity in stem sectors his verbal hostility to social media is perhaps the most surprising aspect of his approach he maintains that he does not use facebook and does not permit his family members to do so he actively discourages others from using social media and claimed in 2017 that he was instrumental in the creation of facebook pauli hapitia began his career with american online or aol rising to the group leader position for the company's popular aimchat product he quickly established himself as an innovator earning him the distinction of becoming aol's youngest vice president in company history pali habita began his career as a venture capitalist at the mayfield group and later joined facebook as a senior executive pauli happy tia received a hefty compensation package from facebook and his achievements were recognized with substantial incentives shemath is worried about inflation an investor named shamath bali hapitiya is worried about inflation so he has begun to hedge his portfolio with three different types of assets cnbc reports that he is really concerned about inflation in the medium run when asked how high bitcoin's value could increase polyapitia could not provide a specific figure instead stating that the cryptocurrency could dethrone gold poly apt's statement comes just days after china entirely outlawed cryptocurrency trading china's move has thrown the cryptocurrency market into this array one of the things he wants to see is a return to hyper growth which can always outrun inflation prioritize investments in cash producing assets followed by non-correlated assets hyper growth companies according to palihapita are those with annual growth rates of at least 50 examples of technology businesses he helped go public via exceptional purpose acquisition companies include sophie open door technologies and clover health when it comes to mining stocks poly happy tia recommended them as a way to make money while you invest poly happy tia suggests non-correlated assets like bitcoin or solana as a third type of inflation hedging investment the solana blockchain network is coin gecko's six most valuable cryptocurrency one and a half years old he called them a phenomenal contrarian hedge palihapita asserted that bitcoin has already displaced gold as the world's reserve currency and that this trend will continue bitcoin's value may one day reach two hundred thousand dollars paulie happy tia previously predicted cnbc digital currency is currently worth over 41 000 despite this a cryptic prognosis was provided by the former facebook executive the commissioner's opinion is that cryptocurrency is nothing more than an internet iteration and so will be impossible to govern the stock market is down according to billionaire investor shamath balihapitiya billions of dollars sitting on the sidelines waiting to leap back in following the recent severe drops in the market pali hapitia remarked in his podcast all in that he believes the market has lost everything this year's stock market losses are being blamed on investors bracing themselves for a significant rise in effective rates from the federal reserve in 2022 money market accounts and municipal bonds have trillions of dollars to invest in there were two sides to the story the billionaire tech investor said that one perspective based on the past didn't mean that the sell-off constituted a purchasing opportunity the s p 500 has lost around a quarter of a percent this year because the nasdaq 100 index is down by 5.5 percent it's clear that technology businesses have been hit particularly hard by the downturn due to the federal reserve's plans to boost interest rates later this year investors have shown high-risk technology companies interest rates and the economy's current state are more tightly linked regarding financials and retail according to pali hapitia an ex-facebook executive who has founded several high-profile acquisition firms the federal reserve delayed raising interest rates to combat rising inflation a bit too long please share and like this content and let us know what you think by typing your comments below keep your notifications open and i'll see you on our next video
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