大通胀来临避免财富缩水

1
00:00:00,100 --> 00:00:01,020
冲撞来之后

2
00:00:01,020 --> 00:00:04,349
普通人应该怎么做才能保住财富呢

3
00:00:04,349 --> 00:00:06,950
首先第一个呢你还要有资产啊

4
00:00:06,950 --> 00:00:08,230
无论是有房产啊

5
00:00:08,230 --> 00:00:09,759
无论是有企业是吧

6
00:00:09,759 --> 00:00:10,980
还是有投资资产

7
00:00:10,980 --> 00:00:12,119
你必须有资产

8
00:00:12,119 --> 00:00:15,500
其实美国过去的这56年呢

9
00:00:17,160 --> 00:00:18,859
比如说没有房产的啊

10
00:00:18,859 --> 00:00:21,089
没有这个股权的哈

11
00:00:21,089 --> 00:00:24,410
没有这个企业的是吧

12
00:00:24,410 --> 00:00:27,228
甚至来讲没有一些纯一些经营铜啊

13
00:00:27,228 --> 00:00:28,829
这些哈贵重金属的

14
00:00:28,829 --> 00:00:31,028
基本上各通道呢是吧

15
00:00:31,028 --> 00:00:32,389
都是被稀释掉的财富

16
00:00:32,389 --> 00:00:33,228
实际来讲

17
00:00:33,228 --> 00:00:36,799
通胀的本质来讲就是通过转移债务嘛对吧

18
00:00:36,799 --> 00:00:38,619
大家也知道通胀一来啊

19
00:00:38,619 --> 00:00:40,340
政府的这个原来欠的债啊

20
00:00:40,340 --> 00:00:41,960
无情来讲就压力小了嘛

21
00:00:41,960 --> 00:00:42,659
对不对

22
00:00:42,659 --> 00:00:44,320
那随着这种物价的暴涨

23
00:00:44,320 --> 00:00:45,880
但是你的债务如果不增加

24
00:00:45,880 --> 00:00:47,840
你的债务成本就降低了对吧

25
00:00:47,840 --> 00:00:49,310
压力也会减小是吧

26
00:00:49,310 --> 00:00:51,229
所以说这就是核心问题

27
00:00:51,229 --> 00:00:53,338
那为什么产生通胀呢

28
00:00:53,338 --> 00:00:54,219
其实原因很简单嘛

29
00:00:54,219 --> 00:00:55,499
就是印钱印的嘛

30
00:00:55,499 --> 00:00:57,899
那中国其实过去的45年啊

31
00:00:57,899 --> 00:00:59,880
印的钱等于欧美加起来两倍还要多

32
00:00:59,880 --> 00:01:00,420
M2

33
00:01:00,420 --> 00:01:01,640
大家可以查这个数据嘛

34
00:01:01,640 --> 00:01:02,899
那带来的结果是什么呢

35
00:01:02,899 --> 00:01:04,040
过去的时候是吧

36
00:01:04,040 --> 00:01:05,469
通过这个基建啊

37
00:01:05,469 --> 00:01:06,469
通过房地产啊

38
00:01:06,469 --> 00:01:07,810
稀释这些啊

39
00:01:07,810 --> 00:01:10,289
这种这种这种如洪水般的纸币

40
00:01:10,289 --> 00:01:13,289
但现在的话看地产肯定存不下多少钱了

41
00:01:13,289 --> 00:01:13,929
原来400万亿

42
00:01:13,929 --> 00:01:15,180
现在到了200万亿了

43
00:01:15,180 --> 00:01:17,700
那大基建呢嘿嘿中国人口都减少了

44
00:01:17,700 --> 00:01:19,480
那你你能能能修的都修了

45
00:01:19,480 --> 00:01:20,920
也没有必要再去浪费了是吧

46
00:01:20,920 --> 00:01:22,400
那接下来只能通过股市

47
00:01:22,400 --> 00:01:25,200
所以股市注定呢在接下来还会是涨的

48
00:01:25,200 --> 00:01:27,930
但是在中国的股市和美国五六有很多的区别啊

49
00:01:27,930 --> 00:01:29,329
这也是我在会员群反复讲的

50
00:01:29,329 --> 00:01:31,170
我说实际上你要明白啊

51
00:01:31,170 --> 00:01:33,609
中美它有一个本质区别于美国的股市呢

52
00:01:33,609 --> 00:01:35,349
它基于企业经营和股东回报

53
00:01:35,349 --> 00:01:36,189
然后一直在涨

54
00:01:36,189 --> 00:01:38,629
那中国的股市呢啊基于这个政策啊

55
00:01:38,629 --> 00:01:40,310
然后呢啊抑制哈

56
00:01:40,310 --> 00:01:42,790
然后呢是吧和需求来涨的

57
00:01:42,790 --> 00:01:44,959
所以他两个涨的逻辑是不一样的

58
00:01:44,959 --> 00:01:47,040
所以你在玩A股和美股的时候

59
00:01:47,040 --> 00:01:48,040
你要区分出来

60
00:01:48,040 --> 00:01:51,469
他这个打两个长草之间的一个微微微的差异

61
00:01:51,469 --> 00:01:54,209
所以说这样的话你就可以哈游刃有余嘛

62
00:01:54,209 --> 00:01:56,390
实际上玩美股呢相对简单一点

63
00:01:56,390 --> 00:01:57,989
比如你只要会估值对吧

64
00:01:57,989 --> 00:01:58,849
你就能赚到钱

65
00:01:58,849 --> 00:01:59,950
但是玩A股不行

66
00:01:59,950 --> 00:02:01,859
A股的话你除了懂估值之外呢

67
00:02:01,859 --> 00:02:03,019
你还要懂第二件事啊

68
00:02:03,019 --> 00:02:04,319
就是就是情绪

69
00:02:04,319 --> 00:02:06,060
就你必须要关注这个两个情绪

70
00:02:06,060 --> 00:02:07,620
一个是啊政策情绪啊

71
00:02:07,620 --> 00:02:09,459
一个是这个啊市场情绪

72
00:02:09,459 --> 00:02:10,378
那这种情绪是什么呢

73
00:02:10,378 --> 00:02:11,538
就是你要看政策

74
00:02:11,538 --> 00:02:14,218
他是倾向于哈让让让谁涨

75
00:02:14,218 --> 00:02:16,139
政策倾向于啊让哪些好

76
00:02:16,139 --> 00:02:17,680
哪些行业先火啊

77
00:02:17,680 --> 00:02:18,520
就像去年的时候

78
00:02:19,520 --> 00:02:21,879
那政策倾向于就是啊AI产业链啊

79
00:02:21,879 --> 00:02:24,080
今年的话就是航空航天机器人啊

80
00:02:24,080 --> 00:02:25,340
还有一些材料是吧

81
00:02:25,340 --> 00:02:26,580
这是政策是吧

82
00:02:26,580 --> 00:02:30,000
再往前两年的话就是啊就是中特估啊

83
00:02:30,000 --> 00:02:34,039
无论是银行啊啊保险呐啊能源呐啊电信啊

84
00:02:34,039 --> 00:02:35,479
那基本上就是这些对吧

85
00:02:35,479 --> 00:02:37,400
那就中特估呢它代表的是什么

86
00:02:37,400 --> 00:02:39,719
就是哈就是亲儿子嘛啊

87
00:02:39,719 --> 00:02:42,099
基本上大股东都是国家队是吧

88
00:02:42,099 --> 00:02:44,569
那接下来呢就是矿业的哈

89
00:02:44,569 --> 00:02:45,810
基本上也是国家队啊

90
00:02:45,810 --> 00:02:46,409
你看煤啊

91
00:02:46,409 --> 00:02:47,090
石油啊哈

92
00:02:47,090 --> 00:02:48,530
接下来也是要暴涨

93
00:02:48,530 --> 00:02:50,150
所以说首先是自己人先涨

94
00:02:50,150 --> 00:02:52,389
然后其次呢就是上游先涨哈

95
00:02:52,389 --> 00:02:54,990
然后呢中游加工方呢它是被动的涨对吧

96
00:02:54,990 --> 00:02:56,090
你不涨你就亏钱嘛

97
00:02:56,090 --> 00:02:57,870
然后再往下呢就老百姓哈

98
00:02:57,870 --> 00:02:59,610
你就被动的跟着就涨了

99
00:02:59,610 --> 00:03:00,289
你有资产能涨

100
00:03:00,289 --> 00:03:01,110
没有资产就不涨嘛

101
00:03:01,110 --> 00:03:03,050
所以实际上你还得想办法

102
00:03:03,050 --> 00:03:04,680
在这个通胀来临之前呢

103
00:03:04,680 --> 00:03:06,139
要掌握一部分资产

104
00:03:06,139 --> 00:03:09,039
就是如果说你不是一个啊有产者是吧

105
00:03:09,039 --> 00:03:10,300
你只是个无产者的话

106
00:03:10,300 --> 00:03:13,479
实际上这个社会不管放水到什么程度啊

107
00:03:13,479 --> 00:03:14,719
始终和你没有关系吧

108
00:03:14,719 --> 00:03:15,319
啊当然了

109
00:03:15,319 --> 00:03:16,479
你说你有很多的债务

110
00:03:16,479 --> 00:03:18,520
那你这个在通道来的时候也是个好事

111
00:03:18,520 --> 00:03:20,639
那最起码你还贷的压力会小嘛对吧

112
00:03:20,639 --> 00:03:21,780
那钱不值钱了吗

113
00:03:21,780 --> 00:03:23,259
所以这个也是有利有弊吧

114
00:03:23,439 --> 00:03:25,699
那那有债务的人大部分也是因为资产导致的吧

115
00:03:25,699 --> 00:03:27,139
比如说啊你贷款是吧

116
00:03:27,139 --> 00:03:27,949
贷了很多钱

117
00:03:27,949 --> 00:03:30,629
那你就为了创业啊哈那那你也得有资产嘛

118
00:03:30,629 --> 00:03:32,110
所以你会发现一个问题啊

119
00:03:32,110 --> 00:03:34,460
就是未来的时代呢胆小的哈

120
00:03:34,460 --> 00:03:36,199
呃然后把钱存银行的啊

121
00:03:36,199 --> 00:03:38,080
就像8年八八十年代的万元户一样

122
00:03:38,080 --> 00:03:40,479
你发现这些人呢慢慢都消失掉了

123
00:03:40,479 --> 00:03:43,080
所以啊这个也是大家一定要明白的啊

124
00:03:43,080 --> 00:03:46,039
就是如果你呢想拥有财富啊

125
00:03:46,039 --> 00:03:49,400
想真的能够啊能让资产增值呢

126
00:03:49,400 --> 00:03:50,840
你还是要去想是吧

127
00:03:50,840 --> 00:03:51,919
怎么样对吧

128
00:03:51,919 --> 00:03:54,439
才能给有财富的人在一块去思考问题

129
00:03:54,439 --> 00:03:56,780
你看我去年反复的讲了四五遍啊

130
00:03:56,780 --> 00:03:58,259
我说大家一定要是吧

131
00:03:58,259 --> 00:03:59,479
一定要去拥有资产

132
00:03:59,479 --> 00:03:59,819
对不对

133
00:03:59,819 --> 00:04:00,979
实际上因为我在美国

134
00:04:00,979 --> 00:04:03,909
我能更加啊比大家更快的领略到

135
00:04:03,909 --> 00:04:07,409
就是这个实际上钱这东西最终一定贬值啊

136
00:04:07,409 --> 00:04:07,969
无论是美元

137
00:04:07,969 --> 00:04:09,689
无论是啊人民币还是欧元

138
00:04:09,689 --> 00:04:11,490
其实大家就是一个大货水时代

139
00:04:11,490 --> 00:04:12,169
他避免不了

140
00:04:12,169 --> 00:04:12,569
你知道吧

141
00:04:12,569 --> 00:04:16,040
就是每一个每一个这个企业

142
00:04:16,040 --> 00:04:18,160
每一个政府领导都会这么想

143
00:04:18,160 --> 00:04:18,480
对不对

144
00:04:18,480 --> 00:04:18,920
如果是我的话

145
00:04:18,920 --> 00:04:19,519
我也这么想

146
00:04:19,519 --> 00:04:21,199
那面对这么多的自爱我

147
00:04:21,199 --> 00:04:25,079
那我那个对企业的交的税是远远赶不上这种哈

148
00:04:25,079 --> 00:04:26,298
这种这种政府的开支

149
00:04:26,298 --> 00:04:26,918
那怎么办

150
00:04:26,918 --> 00:04:27,418
印钱呗

151
00:04:27,418 --> 00:04:28,119
那印完钱之后

152
00:04:28,119 --> 00:04:30,699
最后还会传到这种消费端和生产端

153
00:04:30,699 --> 00:04:33,540
所以大家一定要学会投资啊

154
00:04:33,540 --> 00:04:35,040
学会让自己的财富增值啊

155
00:04:35,040 --> 00:04:37,160
学会呢在这个大通道时代啊

156
00:04:37,160 --> 00:04:39,180
这这种哼鱼龙混杂的时代

157
00:04:39,180 --> 00:04:40,920
让自己不至于成为那个受害者

158
00:04:40,920 --> 00:04:41,899
这是很关键的

159
00:04:41,899 --> 00:04:45,040
所以你看我在美国呢很多时候思考呢有个好处

160
00:04:45,040 --> 00:04:45,620
在于说

161
00:04:45,620 --> 00:04:49,120
我能更早的领体会到这种啊市场化经济啊

162
00:04:49,120 --> 00:04:51,939
这么对国家他是怎么样面对这种市场波动的

163
00:04:51,939 --> 00:04:54,360
所以这种波动呢最终他一定会创造是吧

164
00:04:54,360 --> 00:04:55,600
其他的发展中国家

165
00:04:55,600 --> 00:04:57,600
所以这个也是我的一点心得

166
00:04:57,600 --> 00:04:59,100
希望对大家有帮助啊

共 5 条，按点赞数排序。

采集完成，该视频无弹幕