저자: RebelCapitalist · 외국인
요약 보기
결론: 이 영상은 투자 예측보다는 마이클 버리의 SEC 방문 보도를 계기로 한 표현의 자유·감시 사회 우려를 다루며, 특정 자산의 1~3개월 가격 방향에 대한 명시적 예측은 없다. 보도 내용: 비즈니스 인사이더 기사에 따르면 마이클 버리가 SEC 방문 이후 트위터 활동을 중단하겠다고 밝혔다. 삭제된 트윗에는 트위터 활동과 뉴스 노출이 SEC의 방문을 불러왔다는 취지의 문구가 있었다. 진행자는 방문 원인이 하이퍼인플레이션 트윗인지, 로빈후드·월스트리트베츠 관련 조사인지 확실하지 않다고 봤다. 진행자 우려: 미국에서도 SNS 발언이 당국의 방문이나 제재로 이어질 수 있는지 의문을 제기했다. 중국식 사회신용 점수와 비교하며, 최저임금·기본소득·부양책·세금·정치인 비판 등도 플랫폼 제재나 해고 위험으로 번질 수 있다고 주장했다. 주요 주장과 근거: 근거는 기사 내용과 진행자의 추측이 섞여 있으며, 수치나 가격 근거는 제시되지 않았다. 진행자는 이를 '슬리퍼리 슬로프' 사례로 해석했다. 언급 종목·자산: 없음. 시장 방향 예측 발언도 없음. 출연자 전망: 진행자는 정부 통제 강화를 우려하는 입장이며, 클라우스 슈밥 등을 언급하며 중앙계획 경제 방향을 경계했다. 투자 관련 전망은 제시하지 않았다.
다듬은 글
hey guys, hope you are well. I wanted to go over a news story that came across my desk over the weekend. I can't recall how I stumbled across it, but regardless, it's a story from Business Insider India, and I think it's something we should all be aware of, because it really shows that if you say something that isn't approved by the central planners—no matter how correct, or maybe incorrect, it may be—you might get a knock at your door. And this goes back to the United States having freedom of speech. Although it may be written into our Constitution, do we really have freedom of speech? I don't know. Check out this article: "Big Short investor Michael Burry says he'll stop tweeting after SEC regulators paid him a visit."
Like, what? Why on earth is the SEC paying a visit to Michael Burry? What could he have possibly done wrong, and why would that prompt him to stop tweeting? And this is starting to make a lot of sense to me, because I went back and looked at Michael Burry's Twitter page, and I noticed that these hyperinflation tweets were no longer up. The tweets where he referenced those charts from Lyn Alden weren't up anymore. The only tweet up there was some bizarre tweet about some Korean food restaurant in San Francisco, and I'm like, what? Where did this come from? Now it's starting to make a lot of sense.
So the article is kind of insinuating a few things, or they're trying to read between the lines. I think it's important to go to what Michael Burry actually said. I guess he had a deleted tweet that said, "Tweeting and getting in the news lately apparently has caused the SEC to pay us a visit." So he's talking about Scion Asset Management. I didn't realize that he tweeted that. It just goes on to talk about Michael Burry himself and what he's known for, which we all know.
So I guess that's pretty much all they're going on: Michael Burry's Twitter habit led to a visit from federal regulators. And I want to be fair. Maybe the visit from the regulators was regarding WallStreetBets. That might have been what it was. I was assuming it was regarding the hyperinflation tweets, because that's what I was paying most attention to, but maybe it was regarding Robinhood and WallStreetBets, because that's what the regulators have been looking at. So one or the other, Michael Burry's tweets got him a visit from the SEC. That's really the bottom line.
So my point is, are we in a place in the United States where anything we say on social media can potentially have the black-suit guys showing up at your front door asking you questions? I guess so. And you combine that with what we're looking at with DMV, and I've gone over this extensively with facial recognition, and I mean, how much freedom do we really have? How much freedom of speech do we really have? Do you really have freedom of speech where the government might not prosecute you for talking about hyperinflation, as an example, but you'll get the SWAT team showing up—the black-ops SWAT team flying out of a helicopter, coming down on ropes, landing on your rooftop, coming into your house through the chimney and tasing you? Obviously I'm exaggerating, I'm joking there, but I think you guys get my point. I did not know that this happens, so I think it's a big deal, and that's why I wanted to bring it to your attention.
I think in the future, if you tweet something—not just about hyperinflation or WallStreetBets, but if you tweet something—it'd be very similar to China, or the stories we hear about China. I'm always skeptical, because it's coming from people who probably haven't spent a lot of time in China. So is it really like that, or is that just... I mean, if you go to China, if you go to Colombia as an example, there are a lot of things they say about gringos in the United States. It's just crazy, it's not even close to true. So I would assume we say a lot of things about the Chinese that aren't true. But I don't know, I haven't spent much time there, and I look forward to doing so in the future.
But my point is, we hear these stories in China about how they say something on social media that's not even criticizing the government, but maybe contradicts or goes against some sort of government program, and all of a sudden their social score drops. Do we get to that point in the United States, where just criticizing a $15 minimum wage, as an example, just criticizing UBI, just criticizing the next round of stimulus, just criticizing the increase in taxes, just criticizing the IRS, or criticizing a politician, is going to get you potentially banned from social media or fired from your job? Or maybe it's going to warrant a knock on your front door from the authorities to check that you're not causing problems. I hope we don't get to that point, but it seems we're headed in that direction, and this article outlining what happened to Michael Burry, I think, is an example of how we could be on that slippery slope.
All right guys, any questions or comments regarding this? Attention, it's Klaus is here. Yeah, no kidding. I think this is all Klaus and Bigglesworth. I think this is their dream. They love this stuff. The more central planning and the more control they have—Russell Napier calls it a command economy. I get it, but I think that's just a nice way to say central planning, China-style, or the caricature of China that we have. Whether that's true or not, I don't know, but I think that's the direction we're going here.
All right guys, I'll leave it there. Let's do some shout-outs here. Let's see. We've got Klaus Schwab in the house, and I like that they made their picture look like that. I think that Dr. Evil guy—that's funny. Benjamin, Copekay, chicken dinner, 13, Rick Carrington, Kane Wooten, David Lamar. I'm not going to be able to pronounce that, boy, sorry. Your name, it looks like you're Russian... I don't even know where to go with that. Our friend from Russia in the house. Force-fed 1337, Adam Ahmed, Nurwin Aguilar, Anthony D. Federico, all-nighter, hider, just John, Timmy K, G Beck, deal donkey on Twitter, Sue Davidson, and Toronto Mexi, Mike Kareem, Farat, Martha Lopez, Soprano, Wayne Smith, Becky B, New Jake, Jane. All right guys, I think we got most of you. Enjoy the rest of your afternoon, and I'll be back in a couple hours with another live stream. We'll see you in the next video.
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