【Felix & Friends】美联储也失控？美债第一张骨牌倒下，黄金目标价调高至$6300

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刚才

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给我们一条生路

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将会摧毁你的债券市场

4
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那个国家是阿联酋，华盛顿选择了妥协

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其实我在三月份就向你解释过这件事的重要性与危险

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甚至在视频发生之前

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就在屏幕上这里

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并且这次会议已安排妥当

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现在正在引发连锁反应

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这正在推高你的房贷利率

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正在摧毁你的科技股投资组合

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正在摧毁你的债券退休投资组合

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超过十年以来

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而大多数投资者对此一无所知

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这一切正在发生

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请继续观看

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观看这个视频

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你将不仅了解这意味着什么

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还将学会如何布局

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以及如何从中获利

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因为这不是二十八

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这不是银行危机

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这不是全面崩溃的危机

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这是信任危机

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这是唯一一种危机

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美国政府无法靠印钞解决桥梁问题

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但他们一直这样做

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我将展示这些多米诺骨牌如何从中东战争开始倒塌

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到你的房贷利率

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并为你提供三步多米诺框架

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以便保护你的投资组合

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或者实际上从中受益

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我是菲利克斯·普林

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我曾是投资银行经济学家，刚才被温斯顿称赞

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显然这比我更有趣

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温斯顿，过来坐这里

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坐下

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坐下

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坐好，乖孩子，他来了

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温斯顿有东西要给你

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这比这个视频更好

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因为他对我说菲利克斯

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信息量有点大

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人们其实不愿谈论国债市场

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还有大量枯燥的内容

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所以他整理了一份完整的研究报告，详细阐述了所有内容

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我们即将展示给你的

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还有更多

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你可以免费下载

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访问felixfriends.org

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斜杠domino

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如果你对这份恰到好处的文件感到满意

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聊天室里的温斯顿

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你会知道他付出的所有努力都值得

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到底发生了什么

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嗯

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想象一下这个场景

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阿联酋是地球上最富裕的国家之一

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他们拥有约2700亿美元的外汇储备

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数万亿美元的主权财富基金

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所以这些国家为何需要资金呢

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他们遇到了问题

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一个相当严重的问题

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自从美国与伊朗关系破裂后

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二月底

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霍尔木兹海峡

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这条狭窄水道是他们所有石油和天然气出口的必经之路，现已基本关闭

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猜猜他们的石油出口

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这是他们赚取美元的主要方式，几乎完全停滞

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阿联酋向华盛顿提出

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我们需要所谓的货币互换协议

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这就像一条生命线

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一条美元生命线

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然后他们据称表示

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根据某些报道，如果我们无法轻松获取美元

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美国对此并不赞同

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因为这相当于一个国家威胁改用其他货币进行石油交易

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正如你可能记得的

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自1974年沙特同意仅以美元定价石油以来

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沙特里亚尔

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美元一直是石油货币

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全球每桶石油交易几乎都以美元计价

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这赋予美元超级权力

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让美国能够维持巨额赤字

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因为世界各国必须购买美元

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以便用它来购买石油

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如果这些盟友中的任何一个

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海湾国家倒戈

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整个体系可能崩溃

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但就像

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你知道你有一件毛衣

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有一根线头露出来

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就像你有猫

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你知道我说的

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你轻轻一拉

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跳伞者不见了

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这里的情况也一样

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所以华盛顿已经知道

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所以

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财政部公开确认许多高尔夫和亚洲盟友已申请相同的救助方案

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不止一个国家，而是许多国家在门上画线

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现在在继续之前

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我需要向你解释一些可怕的事情

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嗯

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如果你觉得这很可怕

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评论区里说这很可怕

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对不了解视频内容的人来说这会很有趣

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我们到底在讨论什么

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首先你需要了解什么是美国国债

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想象一下你借给朋友一千美元

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然后他给你写了一张欠条

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上面写着十年后偿还

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每年加五十美元利息

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作为对你的好意回报

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那张纸就是欠条，相当于国债

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现在想象你的朋友对所有人这么做

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他的邻居

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同事

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其他国家的人

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他向所有人借款

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现在他欠下三万九千亿美元

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其中九万亿美元由外国持有

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外国国家

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日本、中国

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英国

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海湾国家

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他们持有价值九万亿美元的国债

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过去八十年这些欠条被视为全球最安全的投资

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讽刺的是被称为投资界的黄金标准

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这有点讽刺

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如果你是黄金爱好者

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但问题在于

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几乎没有人真正问过

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没有人想知道会发生什么

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而贷款方突然需要同时收回现金

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因为他们需要购买石油

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或者石油销售减少

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需要资金收入

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这就是当前发生的情况

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并非他们想出售

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而是必须出售

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连锁反应是这样的

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霍尔木兹海峡被封锁

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历史上最大规模的石油中断

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所以到底发生了什么呢

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不仅仅是海湾国家

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科威特

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主要石油出口国

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这个小国家

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他们一个月内卖出了零桶石油

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零首次自萨达姆1991年入侵以来

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但不只是这些国家突然没有收入支付政府开支

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还有他们的医疗

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还有他们的武装力量

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还有

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你知道的

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无人机

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嗯

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这也是他们的客户

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日本 印度

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韩国

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泰国 土耳其

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这些国家进口石油

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他们需要用美元支付这些石油

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所以他们需要美元

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不过我们很高兴

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那么中央银行最快如何获得美元呢

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出售最流动的资产

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世界上流动性最高的资产是什么

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对啊

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没错就是美国国债

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接下来会发生什么

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让我知道

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如果你能理解这个

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我知道这有点枯燥

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但理解这一点非常重要

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出现大规模抛售潮

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他们给出一个数字

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这是他们持有的美元最低水平自2012年

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中国减持国债至28年来的最低

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日本大幅减少

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全球最大美债持有国

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美国债务

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30天内抛售470亿美元

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30天抛售370亿美元

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全球总计约2400亿美元美债在30天内被抛售

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美国政府债务

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唯一在买入的是小跟班

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抱歉是附庸国

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抱歉是昔日的大英

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他们仍是唯一买家

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可能被逼无奈

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还有其他人吗

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莎莉现在

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这是结果如何

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或许你在我拇指上发现了金条

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是的没错

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而在美债方面这是近35年来首次

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尽管有些国家在抛售俄罗斯

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正在抛售土耳其

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正在传播谣言

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海湾国家正在抛售黄金

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因为他们需要筹措现金以支付

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你知道这些持续开支

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或为购买无人机

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这有点奇怪

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但事实如此

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嗯

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历史上最大规模

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对于六岁孩子来说

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我得再说几句

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所以

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那些职责所在的人

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以及任何印钞者他们正在

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我们不要这种猴币

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我们要黄金

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大多数投资者将被此后果震惊

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这将成为主导

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未来12到18个月股市走势

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或许更久在我的看法

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当你被这冲击时会发生什么

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嗯

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科技股

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例如

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通常会遭重创

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当此类事件发生时

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看看波音下跌3.3%

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你是那些高位买入帕拉的不幸者之一吗

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并感到后悔

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或许你在此时买入看似优质的投资

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也许你买入了白银但同样

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可能在高位入场

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现在已下跌32%

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或类似情况发生在你身上

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像PayPal这样的优质股票

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00:10:11,389 --> 00:10:16,379
你知道这支下跌近90%

237
00:10:16,379 --> 00:10:17,919
在聊天区告诉我

238
00:10:17,919 --> 00:10:21,799
任何你在高位买入的股票或黄金白银等

239
00:10:21,799 --> 00:10:23,320
并对此感到些许烦恼

240
00:10:23,320 --> 00:10:24,519
直接在下方评论

241
00:10:24,519 --> 00:10:25,450
我很想看看

242
00:10:25,450 --> 00:10:26,590
这将帮助人们

243
00:10:26,590 --> 00:10:28,309
因为他们会意识到这并非只有我一人

244
00:10:28,309 --> 00:10:28,950
这并非只是

245
00:10:28,950 --> 00:10:29,289
你知道的

246
00:10:29,289 --> 00:10:29,850
操控

247
00:10:29,850 --> 00:10:34,259
这对大多数零售投资者而言已是现实

248
00:10:34,259 --> 00:10:37,139
我将为你解决这个问题

249
00:10:37,139 --> 00:10:40,259
这个周末我要为你做些特别的事

250
00:10:40,259 --> 00:10:43,578
我要免费教授一次生命工作坊

251
00:10:43,578 --> 00:10:47,119
并称之为彻底解决时机不佳的方法

252
00:10:47,119 --> 00:10:49,179
我所说的含义是

253
00:10:49,179 --> 00:10:53,750
我的意思是不必在顶部买入

254
00:10:53,750 --> 00:10:57,690
你永远不必在股票投资中承受30%的亏损

255
00:10:57,690 --> 00:11:02,419
你可免费获取fixinvesting.com的席位

256
00:11:02,419 --> 00:11:03,500
或许你在想

257
00:11:03,500 --> 00:11:05,700
但没人能完美把握市场时机费利克斯

258
00:11:05,700 --> 00:11:07,070
你在说胡话

259
00:11:07,070 --> 00:11:07,710
呃

260
00:11:07,710 --> 00:11:08,750
你说得对

261
00:11:08,750 --> 00:11:10,889
没人能完美把握市场时机

262
00:11:10,889 --> 00:11:13,129
但那种在顶部买入

263
00:11:13,129 --> 00:11:16,850
却见财富缓慢痛苦地流失

264
00:11:16,850 --> 00:11:18,649
这其实可以避免

265
00:11:18,649 --> 00:11:20,240
我将教你如何做到

266
00:11:20,240 --> 00:11:23,159
立即获取fixinvesting.com的免费席位

267
00:11:23,159 --> 00:11:27,909
我将教你华尔街如何应对这一问题

268
00:11:27,909 --> 00:11:30,509
因为这非常非常非常可解决

269
00:11:30,509 --> 00:11:32,328
以非常简单的方式

270
00:11:32,328 --> 00:11:35,490
本周末加入fixinvesting.com

271
00:11:35,490 --> 00:11:37,070
若要正确参与

272
00:11:37,070 --> 00:11:38,190
在评论区回复Fix

273
00:11:38,190 --> 00:11:40,590
嗯我知道你会来

274
00:11:40,590 --> 00:11:42,950
但要真正理解当前局势

275
00:11:42,950 --> 00:11:44,190
以及市场将面临的冲击

276
00:11:44,190 --> 00:11:49,538
你需要了解当国家抛售债券时

277
00:11:50,538 --> 00:11:51,818
为何需要关注

278
00:11:51,818 --> 00:11:52,859
为何你坐在那里

279
00:11:52,859 --> 00:11:54,538
佛罗里达阳光明媚或诸如此类

280
00:11:54,538 --> 00:11:55,179
你可能会说

281
00:11:55,179 --> 00:11:56,019
为何我该在意

282
00:11:56,019 --> 00:11:57,340
我只持有股票之类的

283
00:11:57,340 --> 00:11:59,740
你可能持有部分债券并配置在投资组合中

284
00:11:59,740 --> 00:12:01,220
但换位思考

285
00:12:01,220 --> 00:12:03,340
大多数人不了解债券

286
00:12:03,340 --> 00:12:04,559
因为听起来枯燥

287
00:12:04,559 --> 00:12:07,549
确实如此但让我解释

288
00:12:07,549 --> 00:12:08,730
就像五岁小孩

289
00:12:08,730 --> 00:12:09,450
也能理解

290
00:12:09,450 --> 00:12:10,009
请告诉我

291
00:12:10,009 --> 00:12:10,470
如果它是

292
00:12:10,470 --> 00:12:10,929
告诉我

293
00:12:10,929 --> 00:12:11,850
如果你需要兰斯

294
00:12:11,850 --> 00:12:12,629
我不是说

295
00:12:12,629 --> 00:12:14,789
你连五岁孩子的理解力都没有

296
00:12:14,789 --> 00:12:15,250
我只是说

297
00:12:15,250 --> 00:12:17,210
我希望它像我想象的那么简单

298
00:12:17,210 --> 00:12:22,399
所以国家发行国债的工作原理是

299
00:12:22,399 --> 00:12:24,779
债券价格会下跌

300
00:12:24,779 --> 00:12:26,539
这有点像想象你的房子

301
00:12:26,539 --> 00:12:28,259
如果想象你的房子

302
00:12:28,259 --> 00:12:30,399
你坐在房子里和街道上

303
00:12:30,399 --> 00:12:34,799
所有邻居同时挂牌出售房子

304
00:12:34,799 --> 00:12:35,740
所有房子

305
00:12:35,740 --> 00:12:37,220
或者你住在公寓里

306
00:12:37,220 --> 00:12:39,519
整个街区的公寓

307
00:12:39,519 --> 00:12:41,299
同时上市销售

308
00:12:41,299 --> 00:12:43,860
你觉得价格会怎样变化对吧

309
00:12:43,860 --> 00:12:44,850
价格崩盘

310
00:12:44,850 --> 00:12:46,490
因为买家会说

311
00:12:46,490 --> 00:12:47,370
我可以讨价还价

312
00:12:47,370 --> 00:12:48,389
我可以讨价还价

313
00:12:48,389 --> 00:12:49,570
我需要更好的价格

314
00:12:49,570 --> 00:12:51,350
但在债券市场

315
00:12:51,350 --> 00:12:54,470
当债券价格下跌时

316
00:12:54,470 --> 00:12:56,840
利率会上升

317
00:12:56,840 --> 00:13:00,799
你可以想想这可能让你头疼

318
00:13:00,799 --> 00:13:02,889
暂时接受这个事实

319
00:13:02,889 --> 00:13:03,808
片刻之间

320
00:13:03,808 --> 00:13:05,668
它们呈相反方向变化

321
00:13:05,668 --> 00:13:08,009
大规模抛售美国

322
00:13:08,009 --> 00:13:09,919
国债会怎样

323
00:13:09,919 --> 00:13:11,860
推高利率

324
00:13:11,860 --> 00:13:13,820
提高你的房贷利率

325
00:13:13,820 --> 00:13:15,139
你的车贷利率

326
00:13:15,139 --> 00:13:16,759
你的信用卡利率

327
00:13:16,759 --> 00:13:17,279
而且

328
00:13:17,279 --> 00:13:20,289
当然还有企业借贷

329
00:13:20,289 --> 00:13:23,710
所有那些获得融资的数据中心

330
00:13:23,710 --> 00:13:24,769
工厂

331
00:13:24,769 --> 00:13:26,389
机械设备

332
00:13:26,389 --> 00:13:29,370
所有这些都变得更贵

333
00:13:29,370 --> 00:13:30,710
这意味着什么

334
00:13:30,710 --> 00:13:31,070
嗯

335
00:13:31,070 --> 00:13:32,070
意味着两件事

336
00:13:32,070 --> 00:13:32,919
其实

337
00:13:32,919 --> 00:13:34,740
只意味着一件事

338
00:13:34,740 --> 00:13:35,379
是的

339
00:13:35,379 --> 00:13:44,250
你会面临更高的通胀，同时利润普遍下降

340
00:13:44,250 --> 00:13:48,750
无法完全转嫁成本给消费者的企业

341
00:13:48,750 --> 00:13:49,809
吸管

342
00:13:49,809 --> 00:13:51,549
顾客

343
00:13:51,549 --> 00:13:52,429
现在

344
00:13:52,429 --> 00:13:59,379
这里令人害怕的部分是长期利率现在已达到五点

345
00:13:59,379 --> 00:14:04,129
某些录音的两百分比如此五百分比现在现在

346
00:14:04,129 --> 00:14:05,210
美国银行

347
00:14:05,210 --> 00:14:09,220
询问全球基金经理 猜猜他们说了什么

348
00:14:09,220 --> 00:14:10,679
这可能会让你感到恐惧

349
00:14:10,679 --> 00:14:13,080
他们说不会下跌

350
00:14:13,080 --> 00:14:14,419
它将升至六百分比

351
00:14:14,419 --> 00:14:16,360
美国利率将升至六

352
00:14:16,360 --> 00:14:17,600
上一次我们看到

353
00:14:17,600 --> 00:14:20,200
那是在一九九九年

354
00:14:20,200 --> 00:14:22,519
当时我们经历了全球最大的泡沫

355
00:14:22,519 --> 00:14:25,450
你知道这不是i did not

356
00:14:25,450 --> 00:14:26,409
我没有

357
00:14:26,409 --> 00:14:28,029
你知道和那个女人的关系

358
00:14:28,029 --> 00:14:29,049
当时的情况是

359
00:14:29,049 --> 00:14:29,769
我感觉有点像

360
00:14:29,769 --> 00:14:30,490
当时的情况是

361
00:14:30,490 --> 00:14:32,029
也许我差了几年

362
00:14:32,029 --> 00:14:35,000
利率如此之高的原因

363
00:14:35,000 --> 00:14:36,500
是因为高通胀

364
00:14:36,500 --> 00:14:37,840
经济正处于繁荣期

365
00:14:37,840 --> 00:14:40,039
但如今经济并未繁荣

366
00:14:40,039 --> 00:14:45,730
九九年高利率时会发生什么

367
00:14:45,730 --> 00:14:47,529
记住一九九九年后发生了什么

368
00:14:47,529 --> 00:14:48,370
二零零零年发生了

369
00:14:48,370 --> 00:14:49,370
二零零一年发生了

370
00:14:49,370 --> 00:14:50,909
股市大幅崩盘

371
00:14:50,909 --> 00:14:52,720
互联网泡沫破裂

372
00:14:52,720 --> 00:14:54,799
这就是这里令人恐惧的部分

373
00:14:54,799 --> 00:14:58,929
因为利率越来越高

374
00:14:58,929 --> 00:15:03,409
系统中的裂痕越来越难掩盖

375
00:15:03,409 --> 00:15:05,330
房贷利率已接近六点

376
00:15:05,330 --> 00:15:06,610
三百分比现在

377
00:15:06,610 --> 00:15:08,700
有些人会从中受益

378
00:15:08,700 --> 00:15:10,779
稍后我会展示给你

379
00:15:10,779 --> 00:15:16,139
但对你来说目前房贷利率已上涨半个百分点

380
00:15:16,139 --> 00:15:19,159
相当于平均房贷增加两百美元

381
00:15:19,159 --> 00:15:23,340
或在此基础上增加六万四千美元

382
00:15:23,340 --> 00:15:24,100
如果你有固定

383
00:15:24,100 --> 00:15:25,419
你的固定利率房贷

384
00:15:25,419 --> 00:15:26,370
为你好

385
00:15:26,370 --> 00:15:28,950
但有些人正在购房

386
00:15:28,950 --> 00:15:29,809
学生贷款

387
00:15:29,809 --> 00:15:30,629
再融资

388
00:15:30,629 --> 00:15:33,100
商业信用额度等全部上涨

389
00:15:33,100 --> 00:15:37,559
这对经济和你都是问题

390
00:15:37,559 --> 00:15:39,669
对股市也是如此

391
00:15:39,750 --> 00:15:41,769
当这件事变得重大起来

392
00:15:41,769 --> 00:15:44,659
当人们意识到这已经真正发生了

393
00:15:44,659 --> 00:15:44,980
还有谁

394
00:15:44,980 --> 00:15:46,220
这在之前可是个大事件

395
00:15:46,220 --> 00:15:48,000
告诉你机会在哪里

396
00:15:48,000 --> 00:15:48,679
你知道的

397
00:15:48,679 --> 00:15:51,799
新任发言人一直在说要降息

398
00:15:51,799 --> 00:15:52,340
他就像

399
00:15:52,340 --> 00:15:52,539
是啊

400
00:15:52,539 --> 00:15:52,659
没错

401
00:15:52,659 --> 00:15:52,980
我们要

402
00:15:52,980 --> 00:15:54,200
我们要降息

403
00:15:54,200 --> 00:15:56,259
问题是

404
00:15:56,620 --> 00:15:59,730
利率并非由美联储决定

405
00:15:59,730 --> 00:16:00,210
是啊

406
00:16:00,210 --> 00:16:02,309
他们名义上可以庆祝

407
00:16:02,309 --> 00:16:05,710
但实际是债券市场在起作用

408
00:16:05,710 --> 00:16:09,929
而如今债券市场规模巨大

409
00:16:09,929 --> 00:16:10,590
因为美国

410
00:16:10,590 --> 00:16:13,659
政府不断发行大量债务

411
00:16:13,659 --> 00:16:14,799
债务就是债券

412
00:16:14,799 --> 00:16:17,440
债券市场并不比美联储更强大

413
00:16:17,440 --> 00:16:21,389
债券市场说利率将升至6%

414
00:16:22,389 --> 00:16:23,789
你们随便削减

415
00:16:23,789 --> 00:16:25,889
对我们没影响

416
00:16:25,889 --> 00:16:28,399
利率正在上升

417
00:16:28,399 --> 00:16:30,220
这就是狗被尾巴牵着

418
00:16:30,220 --> 00:16:32,500
正如我现在展示的幻灯片

419
00:16:32,500 --> 00:16:35,500
世界上支付最多利息的是

420
00:16:35,500 --> 00:16:36,759
在债务上的

421
00:16:36,759 --> 00:16:37,600
美国政府

422
00:16:37,600 --> 00:16:40,389
当然已有一万亿利息支出

423
00:16:40,389 --> 00:16:42,830
超过军事国防预算

424
00:16:42,830 --> 00:16:49,369
现在每天有近20美分的税款用于利息

425
00:16:49,369 --> 00:16:52,349
这笔钱流向哪里

426
00:16:52,349 --> 00:16:55,828
所以债务持有者

427
00:16:55,828 --> 00:16:57,308
所以有人正在变富

428
00:16:57,308 --> 00:16:59,188
但最终只有两种结果

429
00:16:59,188 --> 00:17:01,528
政府有两个选择选项

430
00:17:01,528 --> 00:17:04,529
一是通过通胀化解债务

431
00:17:04,529 --> 00:17:06,309
这意味着制造通胀

432
00:17:06,309 --> 00:17:07,950
这正是他们正在做的

433
00:17:07,950 --> 00:17:10,910
这会摧毁你的储蓄

434
00:17:10,910 --> 00:17:16,529
会摧毁美元价值和你的薪资

435
00:17:16,529 --> 00:17:19,789
第二个选项是继续借贷拖延问题

436
00:17:19,789 --> 00:17:21,329
当然这也是他们在做的

437
00:17:21,329 --> 00:17:23,130
现在两者都在进行

438
00:17:23,130 --> 00:17:24,609
你可能会想

439
00:17:24,609 --> 00:17:24,930
难道不能

440
00:17:24,930 --> 00:17:26,769
我们只需更快发展经济

441
00:17:26,769 --> 00:17:29,579
数学上不可能超越债务

442
00:17:29,579 --> 00:17:30,519
但我说不可能

443
00:17:30,519 --> 00:17:31,480
一切皆有可能

444
00:17:31,480 --> 00:17:33,019
但可能性极低

445
00:17:33,019 --> 00:17:37,769
第四种选择是现在削减开支

446
00:17:39,390 --> 00:17:41,829
这是一场选票游戏

447
00:17:41,829 --> 00:17:43,390
谁会更受欢迎

448
00:17:43,390 --> 00:17:46,470
他会说我要削减所有福利

449
00:17:46,470 --> 00:17:47,289
医保

450
00:17:47,289 --> 00:17:48,809
所有这些福利都将被取消

451
00:17:48,809 --> 00:17:50,799
社会保障体系将全部终结

452
00:17:50,799 --> 00:17:52,680
或者那个会说

453
00:17:52,680 --> 00:17:54,599
我要给你大量免费福利

454
00:17:54,599 --> 00:17:55,509
投我一票

455
00:17:55,509 --> 00:17:57,210
你会选择现实吗

456
00:17:57,210 --> 00:17:58,269
人们总是会投票给

457
00:17:58,269 --> 00:17:59,329
那个给你免费福利的人

458
00:17:59,329 --> 00:18:02,170
这就是我们陷入困境的根源

459
00:18:02,170 --> 00:18:08,009
美元正在逐渐崩溃或贬值

460
00:18:08,009 --> 00:18:13,359
美元自2025年底已下跌约8%

461
00:18:13,359 --> 00:18:17,740
如果也当中东战争停止

462
00:18:18,779 --> 00:18:20,680
中东战争永远不会停止

463
00:18:20,680 --> 00:18:22,279
当伊朗战争结束时

464
00:18:22,279 --> 00:18:24,199
石油将更自由流通

465
00:18:24,199 --> 00:18:25,739
猜猜看

466
00:18:25,739 --> 00:18:27,179
他们将解决所有问题

467
00:18:27,179 --> 00:18:29,118
美元将更快下跌

468
00:18:29,118 --> 00:18:30,058
太疯狂了

469
00:18:30,058 --> 00:18:30,679
嗯

470
00:18:30,679 --> 00:18:32,849
高盛同意我的观点

471
00:18:32,849 --> 00:18:34,170
摩根大通同意我

472
00:18:34,170 --> 00:18:35,849
我们都在关注

473
00:18:36,849 --> 00:18:40,509
美元可能再跌10%

474
00:18:40,509 --> 00:18:41,650
如果你是美国人

475
00:18:41,650 --> 00:18:43,250
你要去欧洲度假

476
00:18:43,250 --> 00:18:45,230
现在赶紧去

477
00:18:45,230 --> 00:18:46,940
你会没事的

478
00:18:46,940 --> 00:18:48,559
就像去第三世界国家

479
00:18:48,559 --> 00:18:48,859
不是吗

480
00:18:48,859 --> 00:18:49,099
你喜欢

481
00:18:49,099 --> 00:18:50,420
这里太便宜了

482
00:18:50,420 --> 00:18:52,990
美国人以为在法国能省下开支

483
00:18:52,990 --> 00:18:53,390
就像

484
00:18:53,390 --> 00:18:53,930
就像

485
00:18:53,930 --> 00:18:54,309
就像

486
00:18:54,309 --> 00:18:55,009
我不知道

487
00:18:55,009 --> 00:18:56,349
我不能提及某个国家

488
00:18:56,349 --> 00:18:57,150
但你知道我的意思

489
00:18:57,150 --> 00:18:58,609
去个铁桶国家

490
00:18:58,609 --> 00:18:59,190
嗯

491
00:18:59,190 --> 00:19:00,259
我们要去法国

492
00:19:00,259 --> 00:19:05,960
全球美元储备降至三十年来最低水平

493
00:19:05,960 --> 00:19:09,380
美元需求将持续下降

494
00:19:09,380 --> 00:19:09,960
所以

495
00:19:09,960 --> 00:19:11,740
我们擅长什么

496
00:19:11,740 --> 00:19:13,500
我们可以做几件事

497
00:19:13,500 --> 00:19:15,609
首先黄金

498
00:19:15,609 --> 00:19:19,069
摩根士丹利预测今年将升至6300美元

499
00:19:19,069 --> 00:19:21,279
涨幅约30%

500
00:19:21,279 --> 00:19:22,799
但我们真正想了解的是

501
00:19:22,799 --> 00:19:24,059
哪些领域受益

502
00:19:24,059 --> 00:19:25,349
哪些领域受挫

503
00:19:25,349 --> 00:19:26,490
然后我们要跟踪

504
00:19:26,490 --> 00:19:27,609
资金流向何方

505
00:19:27,609 --> 00:19:29,410
而不是这些木偶在说的

506
00:19:29,410 --> 00:19:32,650
电视或YouTube上说的

507
00:19:32,650 --> 00:19:34,809
哪些领域从混乱中受益

508
00:19:34,809 --> 00:19:37,809
能源行业往往抗通胀

509
00:19:37,809 --> 00:19:42,189
银行和保险业表现良好

510
00:19:42,189 --> 00:19:42,628
嗯

511
00:19:42,628 --> 00:19:45,868
或者我的周度股票清单

512
00:19:45,868 --> 00:19:46,509
我对

513
00:19:46,509 --> 00:19:48,719
目前清单中大量银行股

514
00:19:48,719 --> 00:19:50,398
黄金及金矿股

515
00:19:50,398 --> 00:19:50,959
是的

516
00:19:50,959 --> 00:19:52,278
可以加入白银

517
00:19:52,278 --> 00:19:54,398
还可以加入所有大宗商品

518
00:19:54,398 --> 00:19:55,259
坦白说

519
00:19:55,259 --> 00:19:57,029
这就是我关注的方向

520
00:19:57,029 --> 00:19:57,390
现在

521
00:19:57,390 --> 00:19:58,329
有没有例外

522
00:19:58,329 --> 00:19:58,609
有

523
00:19:58,609 --> 00:20:00,029
一些石油和服务类股票

524
00:20:00,029 --> 00:20:00,869
属于能源领域

525
00:20:00,869 --> 00:20:01,990
我们当前处于其中

526
00:20:01,990 --> 00:20:05,140
但高增长

527
00:20:06,380 --> 00:20:08,700
亏损的科技股

528
00:20:08,700 --> 00:20:11,380
通常是糟糕的投资

529
00:20:11,380 --> 00:20:14,299
我知道你们很多人持有这类量子科技股

530
00:20:14,299 --> 00:20:15,089
以及相关领域

531
00:20:15,089 --> 00:20:16,230
会有机会

532
00:20:16,230 --> 00:20:17,450
但长期持有

533
00:20:17,450 --> 00:20:18,369
可能危险

534
00:20:18,369 --> 00:20:20,719
房地产信托和公用事业股通常遭重创

535
00:20:20,719 --> 00:20:23,558
小盘股因流动性差易受打击

536
00:20:23,558 --> 00:20:29,788
长期国债在退休组合中损失严重

537
00:20:29,788 --> 00:20:32,430
现在你理解这个概念了

538
00:20:32,430 --> 00:20:33,690
霍尔木兹海峡局势

539
00:20:33,690 --> 00:20:40,009
触发美国国债被迫抛售推高利率

540
00:20:40,009 --> 00:20:41,079
这不是很疯狂吗

541
00:20:41,079 --> 00:20:45,720
另一边世界的人能影响你的房贷和车贷

542
00:20:45,720 --> 00:20:46,000
是的

543
00:20:46,000 --> 00:20:46,920
确实如此

544
00:20:46,920 --> 00:20:48,359
所以利率会上升

545
00:20:48,359 --> 00:20:50,119
美元会贬值

546
00:20:50,119 --> 00:20:54,420
我们意识到某些东西能从中受益硬资产

547
00:20:54,420 --> 00:20:55,740
比如没错

548
00:20:55,740 --> 00:20:57,759
避开那些会被摧毁的东西

549
00:20:57,759 --> 00:21:01,289
不要指望一切都会自行解决

550
00:21:01,289 --> 00:21:04,339
因为它可能不会这样

551
00:21:04,339 --> 00:21:06,240
如果你经历过这个

552
00:21:06,240 --> 00:21:09,019
你买了东西却跌了30%

553
00:21:09,019 --> 00:21:11,259
也许你甚至买了

554
00:21:11,259 --> 00:21:13,890
它曾有一段时间很美好

555
00:21:13,890 --> 00:21:15,549
一路涨个不停

556
00:21:15,549 --> 00:21:16,109
然后你就会说

557
00:21:16,109 --> 00:21:16,890
我真是天才

558
00:21:16,890 --> 00:21:20,289
你到处炫耀这只股票多好

559
00:21:20,289 --> 00:21:22,240
涨个不停

560
00:21:22,240 --> 00:21:23,799
然后一路暴跌

561
00:21:23,799 --> 00:21:26,700
现在你已非常难过却默默坚持

562
00:21:26,700 --> 00:21:28,289
还没告诉妻子

563
00:21:28,289 --> 00:21:30,869
如果这触发了你

564
00:21:30,869 --> 00:21:33,049
以后就想避免这种情况

565
00:21:33,049 --> 00:21:37,480
因为沃尔特遵循这些规则五十年了

566
00:21:37,480 --> 00:21:39,599
周末和我一起

567
00:21:39,599 --> 00:21:44,470
在fixinvesting.com预约免费席位

568
00:21:44,470 --> 00:21:48,880
主题是如何彻底解决糟糕的时机

569
00:21:48,880 --> 00:21:50,680
我不会让你的时机完美

570
00:21:50,680 --> 00:21:52,619
不需要完美

571
00:21:52,619 --> 00:21:55,880
但也不至于糟糕透顶

572
00:21:55,880 --> 00:21:57,460
让你胃痛

573
00:21:57,460 --> 00:21:59,109
晚上睡不好觉

574
00:21:59,109 --> 00:22:01,430
这完全可以避免

575
00:22:01,430 --> 00:22:03,710
这次不会在法国直播

576
00:22:03,710 --> 00:22:04,970
我现在在亚洲

577
00:22:04,970 --> 00:22:06,529
但我们还是会进行

578
00:22:06,529 --> 00:22:07,589
温斯顿会到场

579
00:22:07,589 --> 00:22:08,179
我想

580
00:22:08,179 --> 00:22:10,798
希望你有所收获

581
00:22:10,798 --> 00:22:11,659
如果你有收获

582
00:22:11,659 --> 00:22:13,818
请分享给他人

583
00:22:13,818 --> 00:22:14,549
我请求

584
00:22:14,549 --> 00:22:19,549
分享我们的工作坊邀请

585
00:22:19,549 --> 00:22:20,390
接触更多人

586
00:22:20,390 --> 00:22:21,670
就能改变更多人的生活

587
00:22:21,670 --> 00:22:23,109
这才是核心

588
00:22:23,109 --> 00:22:27,720
祝你成功并期待周末见面

589
00:22:27,720 --> 00:22:30,339
大家都在关注太空领域

590
00:22:30,339 --> 00:22:33,900
X公司的估值约为两万亿美元

591
00:22:33,900 --> 00:22:39,900
我要给你们推荐四只已上市的太空概念股，可能带来巨大回报

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