1
00:00:02,660 --> 00:00:07,000
向所有美国人宣布通胀将回落至2%水平
2
00:00:07,000 --> 00:00:08,640
就在同一周
3
00:00:08,640 --> 00:00:14,279
全球140家最大企业包括万事达卡、Visa、贝莱德、谷歌
4
00:00:14,279 --> 00:00:22,410
宣布推出全新数字美元将悄然重塑金融体系
5
00:00:22,410 --> 00:00:23,329
这就是温斯顿
6
00:00:23,329 --> 00:00:24,640
刚刚告诉我的研究成果
7
00:00:24,640 --> 00:00:27,199
这两件事其实密切相关
8
00:00:27,199 --> 00:00:29,539
你看这变化有多大
9
00:00:29,539 --> 00:00:33,859
未来投资策略可能需要调整
10
00:00:33,859 --> 00:00:35,558
这不是阴谋论
11
00:00:35,558 --> 00:00:37,079
法案里明文规定
12
00:00:37,079 --> 00:00:38,698
官方声明中明确写明
13
00:00:38,698 --> 00:00:41,369
几乎没人能连贯起来
14
00:00:41,369 --> 00:00:43,929
如果你真正理解正在发生的事
15
00:00:43,929 --> 00:00:46,850
就能正确配置资产应对变化
16
00:00:46,850 --> 00:00:49,609
如果你没做到就会为此买单
17
00:00:49,609 --> 00:00:51,509
就像隐形税收
18
00:00:51,509 --> 00:00:55,130
正在侵蚀你的储蓄和部分投资
19
00:00:55,130 --> 00:00:56,289
看完这段视频后
20
00:00:56,289 --> 00:01:01,460
你将了解美联储操控财富的三步策略
21
00:01:01,460 --> 00:01:07,280
我会提供保护并增长财富的简单框架
22
00:01:07,280 --> 00:01:08,239
我是凤凰
23
00:01:08,239 --> 00:01:10,400
前投行人士,非虚构作家
24
00:01:10,400 --> 00:01:11,799
温斯顿
25
00:01:11,799 --> 00:01:12,200
因为我们今早进行了加息
26
00:01:12,200 --> 00:01:13,159
温斯顿股价一路飙升
27
00:01:13,159 --> 00:01:15,439
温斯顿股价暴涨暴涨
28
00:01:15,439 --> 00:01:16,739
是的
29
00:01:16,739 --> 00:01:18,400
那人毫无反应
30
00:01:18,400 --> 00:01:19,040
他摆手说不不
31
00:01:19,040 --> 00:01:19,840
我不会动
32
00:01:19,840 --> 00:01:20,620
我
33
00:01:20,620 --> 00:01:22,780
但我们也是GODA学院创始人
34
00:01:22,780 --> 00:01:25,260
我的华尔街导师团队已培训
35
00:01:25,260 --> 00:01:32,769
过去六年帮助超2万名普通投资者和机构策略制定者
36
00:01:32,769 --> 00:01:35,750
我们将传授
37
00:01:35,750 --> 00:01:38,549
通常只传授给华尔街银行家的知识
38
00:01:38,549 --> 00:01:45,319
今天我要展示美联储启动的静默三阶段机器
39
00:01:45,319 --> 00:01:48,200
确保你站在赢家阵营
40
00:01:48,200 --> 00:01:50,120
而非输家阵营
41
00:01:50,120 --> 00:01:51,840
现在必须坦白
42
00:01:51,840 --> 00:01:53,560
视频信息量极大
43
00:01:53,560 --> 00:01:54,280
会涉及数据
44
00:01:54,280 --> 00:01:55,299
会引用法律条款
45
00:01:55,299 --> 00:01:56,879
提供关键关联
46
00:01:56,879 --> 00:02:00,040
这些内容主流财经媒体不会透露
47
00:02:00,040 --> 00:02:02,239
为确保内容真正理解
48
00:02:02,239 --> 00:02:03,340
因为这至关重要
49
00:02:03,340 --> 00:02:07,370
我将提供完整研究报告涵盖所有内容
50
00:02:07,370 --> 00:02:08,909
一天加起来还有更多内容
51
00:02:08,909 --> 00:02:10,788
所以视频不会变得过于冗长
52
00:02:10,788 --> 00:02:12,269
你可以免费下载
53
00:02:12,269 --> 00:02:18,129
费利克斯的朋友在联邦链接的描述下方
54
00:02:18,129 --> 00:02:21,759
但在展示三个动作前你需要理解
55
00:02:21,759 --> 00:02:27,270
华盛顿要解决的问题规模有多大
56
00:02:27,270 --> 00:02:27,990
我不知道为什么
57
00:02:27,990 --> 00:02:30,689
我在模仿难听的西班牙口音
58
00:02:30,689 --> 00:02:33,250
但当你看到数学
59
00:02:33,250 --> 00:02:35,009
其他一切都会清晰
60
00:02:35,009 --> 00:02:35,810
所以U
61
00:02:35,810 --> 00:02:38,680
S目前背负约四十万亿美元债务
62
00:02:38,680 --> 00:02:39,919
这个数字如此庞大
63
00:02:39,919 --> 00:02:40,900
毫无意义对吧
64
00:02:40,900 --> 00:02:42,819
对我们来说完全无关紧要
65
00:02:42,819 --> 00:02:43,719
如果你加起来
66
00:02:43,719 --> 00:02:46,490
如果你每秒赚一美元
67
00:02:46,490 --> 00:02:49,210
从不停歇也不睡觉
68
00:02:49,210 --> 00:02:53,449
你需要花一百二十万年才能数完
69
00:02:53,449 --> 00:02:54,430
做这个三九
70
00:02:54,430 --> 00:02:55,530
我们现在肯定有
71
00:02:55,530 --> 00:02:57,210
这就是政府的负债总额
72
00:02:57,210 --> 00:02:58,370
这数字毫无意义
73
00:02:58,370 --> 00:03:00,229
但他们没在头条报道的路径
74
00:03:00,229 --> 00:03:00,710
就是这个
75
00:03:00,710 --> 00:03:03,699
仅支付利息而不还本金
76
00:03:03,699 --> 00:03:07,780
每日利息超三千亿美元
77
00:03:07,780 --> 00:03:09,719
想象每天有三千亿美元可用
78
00:03:09,719 --> 00:03:10,099
对吧
79
00:03:10,099 --> 00:03:11,979
想象用这笔钱能产生多大影响
80
00:03:11,979 --> 00:03:13,699
所以政府面临大问题
81
00:03:13,699 --> 00:03:16,060
每天都在恶化
82
00:03:16,060 --> 00:03:18,769
真正可行的解决方式只有三种
83
00:03:18,769 --> 00:03:21,248
你可以削减开支 恭喜你
84
00:03:21,248 --> 00:03:23,109
你还没说完就会下台
85
00:03:23,109 --> 00:03:23,549
呃
86
00:03:23,549 --> 00:03:25,599
让我们切实负责任啊
87
00:03:25,599 --> 00:03:26,560
你可以增税
88
00:03:26,560 --> 00:03:28,580
这也是极受欢迎的方案
89
00:03:28,580 --> 00:03:30,039
所以永远不会实施
90
00:03:30,039 --> 00:03:34,680
或者像历代政府所做的
91
00:03:34,680 --> 00:03:36,919
甚至可以通过通胀化解
92
00:03:36,919 --> 00:03:38,319
而这第三个选项
93
00:03:38,319 --> 00:03:40,599
正是当前正在发生的事
94
00:03:45,099 --> 00:03:46,599
你不会察觉的
95
00:03:46,599 --> 00:03:49,300
他们找到了非常巧妙的新方法
96
00:03:49,300 --> 00:03:50,560
让我展示给你看
97
00:03:50,560 --> 00:03:52,219
第一幕
98
00:03:52,219 --> 00:03:52,780
第一步
99
00:03:52,780 --> 00:03:54,520
政府策略手册中的首要步骤
100
00:03:54,520 --> 00:03:55,099
就是这个
101
00:03:55,099 --> 00:03:55,620
你说的
102
00:03:55,620 --> 00:03:56,460
正确的措辞
103
00:03:56,460 --> 00:04:01,520
全新登场的凯文·沃尔什首次亮相国际舞台
104
00:04:07,939 --> 00:04:09,020
并在葡萄牙
105
00:04:09,020 --> 00:04:10,580
这可是大新闻
106
00:04:10,580 --> 00:04:11,979
全世界都在关注
107
00:04:11,979 --> 00:04:14,419
全球所有金融分析师都在关注
108
00:04:14,419 --> 00:04:15,740
而他说的内容是
109
00:04:15,740 --> 00:04:16,420
他说
110
00:04:16,420 --> 00:04:21,089
美联储不会容忍通胀超过2%
111
00:04:21,089 --> 00:04:24,329
他表示将实现价格稳定
112
00:04:24,329 --> 00:04:26,569
而市场似乎很喜欢这个表态
113
00:04:26,569 --> 00:04:28,889
但你需要看到这一点
114
00:04:28,889 --> 00:04:32,949
因为魔术就在同一场会议两周前发生
115
00:04:32,949 --> 00:04:35,889
美联储自身的预测
116
00:04:35,889 --> 00:04:36,869
他们的数据
117
00:04:36,869 --> 00:04:37,848
不是我的数据
118
00:04:37,848 --> 00:04:43,199
他们预测今年通胀将达3.6%
119
00:04:43,199 --> 00:04:43,699
是啊
120
00:04:43,699 --> 00:04:46,408
今年3.6%的通胀率
121
00:04:46,408 --> 00:04:50,449
根据同一政府官方真实数据
122
00:04:51,449 --> 00:04:54,350
目前实际已达4.2%
123
00:04:58,600 --> 00:04:59,600
然后编造数据
124
00:04:59,600 --> 00:05:00,560
基本上就是这样
125
00:05:00,560 --> 00:05:01,060
实际上
126
00:05:01,060 --> 00:05:03,079
当然高得多
127
00:05:03,079 --> 00:05:05,019
所以他们宣称2%
128
00:05:05,019 --> 00:05:08,439
但实际更接近4%
129
00:05:08,439 --> 00:05:11,980
就像去看医生
130
00:05:11,980 --> 00:05:15,420
医生说我们要控制健康体重
131
00:05:15,420 --> 00:05:16,779
非常令人安心
132
00:05:16,779 --> 00:05:19,610
然后递给你第二块蛋糕
133
00:05:19,610 --> 00:05:21,810
言语说一套
134
00:05:21,810 --> 00:05:24,470
但现实与行动是另一套
135
00:05:24,470 --> 00:05:26,269
这就是当前发生的情况
136
00:05:26,269 --> 00:05:27,810
他们为何这么做
137
00:05:27,810 --> 00:05:30,870
为何美联储在电视上公开表态
138
00:05:30,870 --> 00:05:33,560
我本要说谎
139
00:05:33,560 --> 00:05:33,920
显然
140
00:05:33,920 --> 00:05:35,319
用词不当
141
00:05:35,319 --> 00:05:37,259
承诺2%通胀目标
142
00:05:37,259 --> 00:05:39,980
而事实截然不同
143
00:05:39,980 --> 00:05:41,500
原因在于这三点
144
00:05:41,500 --> 00:05:42,620
九万亿美元
145
00:05:42,620 --> 00:05:43,620
仔细想想
146
00:05:43,620 --> 00:05:47,009
通胀保持在百分之四十
147
00:05:47,009 --> 00:05:47,810
四个百分点
148
00:05:47,810 --> 00:05:52,889
甚至弗洛伊德式口误,利率也维持在当前水平
149
00:05:52,889 --> 00:05:54,110
三点五个百分点
150
00:05:54,110 --> 00:05:58,129
在扣除通胀后
151
00:05:58,129 --> 00:06:03,439
偿债成本实际上略有负值
152
00:06:03,439 --> 00:06:05,300
实际上不花任何费用
153
00:06:05,300 --> 00:06:05,800
所以是的
154
00:06:05,800 --> 00:06:07,259
账面上在增长
155
00:06:07,259 --> 00:06:09,779
但实际美元价值
156
00:06:09,779 --> 00:06:10,879
购买力
157
00:06:10,879 --> 00:06:11,980
实际上在缩水
158
00:06:11,980 --> 00:06:13,529
这是一个奇怪的概念
159
00:06:13,529 --> 00:06:17,009
但只要通胀持续高于利率
160
00:06:17,009 --> 00:06:21,269
政府债务每年都会缩小一点
161
00:06:21,269 --> 00:06:23,410
谁来承担缩小成本呢
162
00:06:23,410 --> 00:06:25,250
你来做计算
163
00:06:25,250 --> 00:06:25,870
这
164
00:06:25,870 --> 00:06:28,009
体现在你购买的一切商品价格上
165
00:06:28,009 --> 00:06:29,000
这就是一种税收
166
00:06:29,000 --> 00:06:30,920
这不是新现象
167
00:06:30,920 --> 00:06:35,970
这不是布什和特朗普新提出的政府策略
168
00:06:35,970 --> 00:06:37,149
政府以前也这样做过
169
00:06:37,149 --> 00:06:37,790
二战之后
170
00:06:37,790 --> 00:06:38,339
II
171
00:06:38,339 --> 00:06:39,860
政府战后走出
172
00:06:39,860 --> 00:06:43,259
美国政府背负巨额债务
173
00:06:43,259 --> 00:06:45,480
百分之一百零六
174
00:06:45,480 --> 00:06:47,680
与我们现在的情况非常相似
175
00:06:47,680 --> 00:06:50,649
我们现在约在百分之一百二十三
176
00:06:50,649 --> 00:06:51,870
他们是如何降低债务的
177
00:06:51,870 --> 00:06:52,769
他们没有偿还
178
00:06:52,769 --> 00:06:53,850
不不不不不
179
00:06:53,850 --> 00:06:55,389
他们维持低利率
180
00:06:55,389 --> 00:06:57,430
让通胀适度上升
181
00:06:57,430 --> 00:06:59,420
接下来二十年
182
00:06:59,420 --> 00:07:04,939
债务从百分之一百零六降至两到三%
183
00:07:04,939 --> 00:07:05,810
经济学家
184
00:07:05,810 --> 00:07:08,170
我是其中之一,对此道歉
185
00:07:08,170 --> 00:07:10,560
我们称之为金融压制
186
00:07:10,560 --> 00:07:10,980
嗯
187
00:07:10,980 --> 00:07:14,220
我认为隐性税收更贴切
188
00:07:14,220 --> 00:07:15,259
这就是策略
189
00:07:15,259 --> 00:07:16,540
不,一号
190
00:07:16,540 --> 00:07:19,019
那个奇怪的西班牙语回来了
191
00:07:19,019 --> 00:07:22,379
我甚至可以随意说莫吉托
192
00:07:22,379 --> 00:07:24,319
但你知道这是美丽语言
193
00:07:24,319 --> 00:07:26,149
他们的做法是
194
00:07:26,149 --> 00:07:26,990
显得自信
195
00:07:26,990 --> 00:07:28,709
维持市场稳定
196
00:07:28,709 --> 00:07:33,009
与此同时,通胀正悄然完成它的肮脏工作
197
00:07:33,009 --> 00:07:33,970
我知道你脑子里在想什么
198
00:07:33,970 --> 00:07:34,430
此刻此刻
199
00:07:34,430 --> 00:07:35,389
你正在听所有这些
200
00:07:35,389 --> 00:07:35,870
债务问题
201
00:07:35,870 --> 00:07:36,649
通胀压力
202
00:07:36,649 --> 00:07:38,129
高达万亿的利息支出
203
00:07:38,129 --> 00:07:39,149
而你可能在想
204
00:07:39,149 --> 00:07:39,629
好的
205
00:07:39,629 --> 00:07:40,759
很有信息量
206
00:07:40,759 --> 00:07:42,920
但我要怎么办
207
00:07:42,920 --> 00:07:43,240
没错
208
00:07:43,240 --> 00:07:44,879
是否该抛售科技股
209
00:07:44,879 --> 00:07:46,629
是否该买入更多黄金
210
00:07:46,629 --> 00:07:48,230
是否该逢低吸纳
211
00:07:48,230 --> 00:07:49,589
是否该追涨杀跌
212
00:07:49,589 --> 00:07:50,750
是否该转为现金
213
00:07:50,750 --> 00:07:54,149
是否该关上笔记本假装这一切不存在
214
00:07:54,149 --> 00:07:58,480
避免那种压倒性的无力感
215
00:07:58,480 --> 00:08:00,720
这正是水银公司所依赖的
216
00:08:00,720 --> 00:08:03,269
因为当散户投资者没有计划
217
00:08:03,269 --> 00:08:05,589
他们会做出两种选择:恐慌
218
00:08:05,589 --> 00:08:06,269
在底部抛售
219
00:08:06,269 --> 00:08:07,810
或完全冻结不动
220
00:08:07,810 --> 00:08:09,189
而聪明资金正在捡漏
221
00:08:09,189 --> 00:08:10,089
抢购所有低价筹码
222
00:08:10,089 --> 00:08:13,069
无论哪种方式你都会亏损
223
00:08:13,069 --> 00:08:13,730
我理解
224
00:08:13,730 --> 00:08:17,350
如今可获取的金融数据比人类历史任何时候都多
225
00:08:17,350 --> 00:08:19,550
你可以看YouTube视频了解
226
00:08:19,550 --> 00:08:20,908
直到看累债务
227
00:08:20,908 --> 00:08:23,548
但更多数据并不等于更好决策
228
00:08:23,548 --> 00:08:23,928
没错
229
00:08:23,928 --> 00:08:24,629
大多数时候
230
00:08:24,629 --> 00:08:25,788
只会带来更多困惑
231
00:08:25,788 --> 00:08:26,749
更多新闻更多
232
00:08:27,788 --> 00:08:28,350
呃
233
00:08:28,350 --> 00:08:29,550
我已经有了计划
234
00:08:29,550 --> 00:08:30,389
我已写下来
235
00:08:30,389 --> 00:08:32,710
我有明确策略应对
236
00:08:32,710 --> 00:08:33,710
具体到每一个动作
237
00:08:33,710 --> 00:08:36,038
整年都写好了
238
00:08:36,038 --> 00:08:37,558
我想和你分享
239
00:08:37,558 --> 00:08:41,700
因为在你的投资组合里
240
00:08:41,700 --> 00:08:45,639
有些东西已经出问题了
241
00:08:45,639 --> 00:08:47,659
而你可能直到太晚才发现
242
00:08:47,659 --> 00:08:49,570
大概在本夏末
243
00:08:49,570 --> 00:08:50,870
我可以提供一份文件
244
00:08:50,870 --> 00:08:52,009
但我知道不会有人看
245
00:08:52,009 --> 00:08:54,809
因为没人愿意读六十多页的东西
246
00:08:54,809 --> 00:08:58,169
所以与其这样,我想要进行一次真正的教学课程
247
00:08:58,169 --> 00:09:03,029
接下来我要花两个小时坐下来,一步步带你完成整个流程
248
00:09:03,029 --> 00:09:04,309
我在做什么
249
00:09:04,309 --> 00:09:05,230
我在做什么
250
00:09:05,230 --> 00:09:07,000
这些机构在做什么
251
00:09:07,000 --> 00:09:08,000
我从我的墙上学到的
252
00:09:08,000 --> 00:09:08,799
街头导师
253
00:09:08,799 --> 00:09:11,539
所有我的导师都是在大型金融机构工作的前辈
254
00:09:11,539 --> 00:09:12,580
你知道投资银行
255
00:09:12,580 --> 00:09:13,789
对冲基金等等
256
00:09:13,789 --> 00:09:16,769
这样你就能掌握一套应对方法
257
00:09:16,769 --> 00:09:19,720
这套方法可以一直用到永远
258
00:09:19,720 --> 00:09:21,919
有些人会安然无恙
259
00:09:21,919 --> 00:09:22,639
我想学习这个
260
00:09:22,639 --> 00:09:25,519
有些人几个月后就会大获成功
261
00:09:25,519 --> 00:09:27,799
真希望六个月前就学到这个
262
00:09:27,799 --> 00:09:29,940
如果你想参加我的直播课程
263
00:09:29,940 --> 00:09:31,349
完全免费
264
00:09:31,349 --> 00:09:32,568
没有任何附加条件
265
00:09:32,568 --> 00:09:34,229
立即预约免费席位
266
00:09:34,229 --> 00:09:36,708
我称之为'你的投资组合为何失灵'
267
00:09:36,708 --> 00:09:39,870
所以这次工作坊的名称
268
00:09:39,870 --> 00:09:43,230
你可以通过我的greatportfolio.com报名
269
00:09:43,230 --> 00:09:45,330
因为我们想让你的投资组合重焕生机
270
00:09:45,330 --> 00:09:45,610
不
271
00:09:45,610 --> 00:09:47,149
这不是政治宣言
272
00:09:47,149 --> 00:09:48,629
只是玩了个文字游戏
273
00:09:48,629 --> 00:09:50,470
前往我的greatfocom
274
00:09:50,470 --> 00:09:51,950
链接在下方
275
00:09:51,950 --> 00:09:52,980
在描述中
276
00:09:52,980 --> 00:09:54,220
完全免费
277
00:09:54,220 --> 00:09:54,779
无需信用卡
278
00:09:54,779 --> 00:09:55,259
没有任何要求
279
00:09:55,259 --> 00:09:56,360
只是一场教学课程
280
00:09:56,360 --> 00:09:56,860
呃
281
00:09:56,860 --> 00:09:58,139
这个周末为自己来参加吧
282
00:09:58,139 --> 00:10:00,200
如果你这个周末要为自己来学习
283
00:10:00,200 --> 00:10:01,200
那就写
284
00:10:01,200 --> 00:10:03,500
我想学习,请在下方评论
285
00:10:03,500 --> 00:10:04,399
让我们知道
286
00:10:04,399 --> 00:10:07,690
我期待见到你们
287
00:10:07,690 --> 00:10:11,789
第二步行动叫做天才行动
288
00:10:11,789 --> 00:10:13,389
这是无人提及的法律
289
00:10:13,389 --> 00:10:14,960
这堪称真正的天才之作
290
00:10:14,960 --> 00:10:16,799
去年七月
291
00:10:16,799 --> 00:10:20,570
总统签署了一项名为天才法案的法律
292
00:10:20,570 --> 00:10:23,929
全称是指导并建立国家创新体系
293
00:10:23,929 --> 00:10:24,470
Stcourts
294
00:10:24,470 --> 00:10:25,610
这真的很奇怪
295
00:10:25,610 --> 00:10:26,230
呃
296
00:10:26,230 --> 00:10:28,279
但什么是稳定币
297
00:10:28,279 --> 00:10:28,899
嗯
298
00:10:28,899 --> 00:10:30,000
非常简单
299
00:10:30,000 --> 00:10:30,419
真的吗
300
00:10:30,419 --> 00:10:31,919
这是一种数字代币
301
00:10:31,919 --> 00:10:34,240
可以把它想象成数字美元
302
00:10:34,240 --> 00:10:38,659
其价值基本等同于真实美元
303
00:10:38,659 --> 00:10:40,000
你投入一美元
304
00:10:40,000 --> 00:10:42,240
就能获得现在价值一美元的代币
305
00:10:42,240 --> 00:10:44,090
为什么要这么做呢
306
00:10:44,090 --> 00:10:45,590
如果你想拿回美元
307
00:10:45,590 --> 00:10:46,629
只需交回代币
308
00:10:46,629 --> 00:10:47,269
基本上就是这样
309
00:10:47,269 --> 00:10:48,629
所以它就像一张纸
310
00:10:48,629 --> 00:10:49,828
但它是数字化的
311
00:10:49,828 --> 00:10:50,328
现在
312
00:10:50,328 --> 00:10:52,208
关键部分在这里
313
00:10:52,208 --> 00:10:53,889
天才举动宣称
314
00:10:53,889 --> 00:11:03,759
美国所有受监管的稳定币发行都必须用实物资产抵押
315
00:11:03,759 --> 00:11:05,519
而不仅仅是任何实物
316
00:11:05,519 --> 00:11:07,799
而是非常具体
317
00:11:08,259 --> 00:11:09,600
美国国债
318
00:11:09,600 --> 00:11:11,879
我们称之为T债券
319
00:11:11,879 --> 00:11:14,019
所以读者们
320
00:11:14,019 --> 00:11:14,720
这一点很重要
321
00:11:14,720 --> 00:11:15,700
法律规定
322
00:11:15,700 --> 00:11:17,419
如果你发行稳定币
323
00:11:17,419 --> 00:11:19,379
必须购买美国政府债务
324
00:11:19,379 --> 00:11:20,379
这是建议
325
00:11:20,379 --> 00:11:21,818
这简直就是法律
326
00:11:21,818 --> 00:11:23,359
那么华盛顿
327
00:11:23,359 --> 00:11:24,240
只是做了
328
00:11:24,240 --> 00:11:30,580
为政府债务购买创建了一个全新买方类别的法律要求
329
00:11:30,580 --> 00:11:31,779
这不是偶然
330
00:11:31,779 --> 00:11:34,099
这就是设计
331
00:11:34,099 --> 00:11:35,879
规模有多大呢
332
00:11:35,879 --> 00:11:38,659
规模可能让你震惊
333
00:11:38,659 --> 00:11:43,120
当前稳定币市场约达3200亿美元
334
00:11:43,120 --> 00:11:44,440
这个数字很大对吧
335
00:11:44,440 --> 00:11:45,899
但更惊人的是
336
00:11:45,899 --> 00:11:47,100
你知道Tether吗
337
00:11:47,100 --> 00:11:50,620
或者你是否持有过USDT稳定币
338
00:11:50,620 --> 00:11:52,960
全球最大稳定币
339
00:11:52,960 --> 00:11:59,259
Tether持有约1410亿美元美债
340
00:11:59,259 --> 00:12:01,659
支撑Tether的政府债务
341
00:12:01,659 --> 00:12:06,190
成为全球第17大美国国债持有者
342
00:12:06,190 --> 00:12:07,629
超过多数国家
343
00:12:07,629 --> 00:12:09,210
实际上是一家加密公司
344
00:12:09,210 --> 00:12:13,309
持有的美债超过数百年的国家
345
00:12:13,309 --> 00:12:15,049
并且将持续增长
346
00:12:15,049 --> 00:12:19,210
到2028年,它将达到约两万亿美元
347
00:12:19,210 --> 00:12:21,850
这将为政府债务带来巨大新需求
348
00:12:21,850 --> 00:12:23,029
美国政府债务
349
00:12:23,029 --> 00:12:24,860
他们为什么要这么做呢
350
00:12:24,860 --> 00:12:27,019
当政府债务需求增加时
351
00:12:27,019 --> 00:12:29,559
政府利率会降低
352
00:12:29,559 --> 00:12:32,809
政府运行大赤字会更便宜
353
00:12:32,809 --> 00:12:34,590
如果所有人都想要这些债务
354
00:12:34,590 --> 00:12:36,990
因此他们正在创造这种人为需求
355
00:12:36,990 --> 00:12:38,269
所以稳定币
356
00:12:38,269 --> 00:12:44,028
这项天才法案让政府维持现有庞氏骗局更便宜
357
00:12:44,028 --> 00:12:44,288
抱歉
358
00:12:44,288 --> 00:12:47,720
一条财政上稍显不负责任的路径
359
00:12:47,720 --> 00:12:50,279
就在你以为它不能再疯狂时
360
00:12:50,279 --> 00:12:52,360
这发生在6月30日
361
00:12:52,360 --> 00:12:53,639
就在几天前
362
00:12:53,639 --> 00:12:58,809
140家公司宣布推出新稳定币
363
00:12:58,809 --> 00:13:00,389
这是一个联盟
364
00:13:00,389 --> 00:13:02,090
名为开放标准
365
00:13:02,090 --> 00:13:04,589
这总让我感到温暖舒适
366
00:13:04,589 --> 00:13:09,428
该代币称为开放美元或OUSD
367
00:13:09,428 --> 00:13:10,230
现在
368
00:13:10,230 --> 00:13:11,850
当我提到140家公司时
369
00:13:11,850 --> 00:13:13,830
我不是指140家加密初创公司
370
00:13:13,830 --> 00:13:14,509
你从未听说过的
371
00:13:14,509 --> 00:13:15,070
我是指
372
00:13:15,070 --> 00:13:16,950
Visa、万事达卡
373
00:13:16,950 --> 00:13:18,318
美国运通
374
00:13:18,318 --> 00:13:20,178
贝莱德、Stripe
375
00:13:20,178 --> 00:13:21,099
Coinbase
376
00:13:21,099 --> 00:13:22,759
谷歌、三星
377
00:13:22,759 --> 00:13:23,359
IBM
378
00:13:23,359 --> 00:13:23,979
Shopify
379
00:13:23,979 --> 00:13:24,458
DoorDash
380
00:13:24,458 --> 00:13:26,078
西部联合、恩格尔
381
00:13:26,078 --> 00:13:26,938
Sofi
382
00:13:26,938 --> 00:13:27,479
Ripple
383
00:13:27,479 --> 00:13:27,918
等等
384
00:13:27,918 --> 00:13:28,820
所有这些公司
385
00:13:28,820 --> 00:13:30,000
这无需
386
00:13:30,000 --> 00:13:31,940
这绝非夸张
387
00:13:31,940 --> 00:13:36,029
金融服务业历史上最大的企业联盟
388
00:13:36,029 --> 00:13:41,049
140多家公司涵盖支付、银行、加密领域
389
00:13:41,049 --> 00:13:44,389
它们现在共同打造一种稳定币
390
00:13:44,389 --> 00:13:45,850
为何这些公司要这么做
391
00:13:45,850 --> 00:13:46,850
这是什么
392
00:13:46,850 --> 00:13:48,818
他们能得到什么好处
393
00:13:48,818 --> 00:13:55,240
这里有个部分会让你坐直椅子
394
00:13:55,240 --> 00:13:58,519
稳定币发行被禁止
395
00:13:58,519 --> 00:14:03,730
向持有者支付利息是非法的
396
00:14:03,730 --> 00:14:04,409
所以你
397
00:14:04,409 --> 00:14:06,210
持有者一无所获
398
00:14:07,570 --> 00:14:08,839
但发行方
399
00:14:08,839 --> 00:14:11,139
发行方拿走你的美元
400
00:14:11,139 --> 00:14:17,799
将其存入政府债务并赚取利息,持续持有
401
00:14:17,799 --> 00:14:23,090
如果开放的美元达到数十亿美元
402
00:14:23,090 --> 00:14:27,049
与这些合作伙伴而言,这个数字并不夸张
403
00:14:27,049 --> 00:14:31,309
这个财团将从十亿美元中赚取利息
404
00:14:31,309 --> 00:14:34,629
因此每年约三到四亿美元收入
405
00:14:34,629 --> 00:14:37,070
几乎零风险收益
406
00:14:37,070 --> 00:14:37,470
所以是的
407
00:14:37,470 --> 00:14:38,230
你得到了一份协议
408
00:14:38,230 --> 00:14:39,620
成本涉及一百四十人
409
00:14:39,620 --> 00:14:41,480
对每个人来说仍是巨额资金
410
00:14:41,480 --> 00:14:42,809
这就是商业模式
411
00:14:42,809 --> 00:14:44,110
你给他们美元
412
00:14:44,110 --> 00:14:45,429
他们购买政府债务
413
00:14:45,429 --> 00:14:46,370
他们赚取利息
414
00:14:46,370 --> 00:14:47,049
你获得代币
415
00:14:47,049 --> 00:14:48,529
而政府获得永久
416
00:14:48,529 --> 00:14:51,389
合法的债务稳定买家
417
00:14:51,389 --> 00:14:53,789
你的资金现在完全可追踪
418
00:14:53,789 --> 00:14:54,710
祝贺你
419
00:14:54,710 --> 00:14:58,960
但持有现金的储户观察通胀
420
00:14:58,960 --> 00:15:00,720
侵蚀他们的购买力
421
00:15:00,720 --> 00:15:02,639
他们才是真正的输家
422
00:15:02,639 --> 00:15:03,679
现在退后一步想想
423
00:15:03,679 --> 00:15:06,070
因为这并非真正关于加密货币
424
00:15:06,070 --> 00:15:07,490
加密货币只是工具
425
00:15:07,490 --> 00:15:08,649
真正发生的是
426
00:15:08,649 --> 00:15:13,778
华盛顿找到了创造自身债务永久需求的方法
427
00:15:13,778 --> 00:15:15,739
这解决了华盛顿的最大问题
428
00:15:15,739 --> 00:15:16,698
因为真正的风险
429
00:15:16,698 --> 00:15:17,038
在于
430
00:15:17,038 --> 00:15:17,499
你知道的
431
00:15:17,499 --> 00:15:19,339
三十九万亿至四十万亿美元债务
432
00:15:19,339 --> 00:15:20,818
不在于数字大小
433
00:15:20,818 --> 00:15:23,499
而在于无人愿购买债务时会发生什么
434
00:15:23,499 --> 00:15:25,278
市场失衡消失
435
00:15:25,278 --> 00:15:27,120
利率飙升
436
00:15:27,120 --> 00:15:33,870
从而引发债务螺旋,稳定币成为防范政府危机的保险
437
00:15:33,870 --> 00:15:37,129
随着加密货币普及,会发生什么
438
00:15:37,129 --> 00:15:39,389
更多稳定币被创建
439
00:15:39,389 --> 00:15:40,909
政府债务被购买
440
00:15:40,909 --> 00:15:43,849
因此政府借贷成本降低
441
00:15:43,849 --> 00:15:46,168
因此政府可能借更多钱
442
00:15:46,168 --> 00:15:49,909
然后循环往复解决问题
443
00:15:49,909 --> 00:15:51,409
但还有第三幕
444
00:15:51,409 --> 00:15:53,529
如果你开始担心这一点
445
00:15:53,529 --> 00:15:56,500
你应该来加入我们周末讨论
446
00:15:56,500 --> 00:15:58,419
我会教你如何不再为此担忧
447
00:15:58,419 --> 00:15:59,940
这也是一个巨大的美好
448
00:15:59,940 --> 00:16:02,169
闪耀的机会,等待有识之士
449
00:16:02,169 --> 00:16:03,149
华尔街明白
450
00:16:03,149 --> 00:16:05,038
但街坊们不懂所以
451
00:16:05,038 --> 00:16:06,058
让我们一起解决这个问题
452
00:16:06,058 --> 00:16:06,519
没错
453
00:16:06,519 --> 00:16:07,399
分享这个链接
454
00:16:07,399 --> 00:16:08,318
我的greatportfolio
455
00:16:08,318 --> 00:16:08,499
Com
456
00:16:08,499 --> 00:16:11,230
那些认为我的童年经历
457
00:16:11,230 --> 00:16:13,129
现在让我给你最后一块拼图
458
00:16:13,129 --> 00:16:14,250
第三幕
459
00:16:14,250 --> 00:16:16,129
这里一切将汇聚
460
00:16:16,129 --> 00:16:18,139
你可能听过这个说法
461
00:16:18,139 --> 00:16:20,059
强势美元政策
462
00:16:22,440 --> 00:16:23,779
每位总统都这么说
463
00:16:23,779 --> 00:16:25,850
我们相信强势美元
464
00:16:25,850 --> 00:16:26,570
就像说
465
00:16:26,570 --> 00:16:28,330
我信仰苹果派
466
00:16:28,330 --> 00:16:29,129
这有点虚伪
467
00:16:29,129 --> 00:16:31,580
但现在没人会反对
468
00:16:31,580 --> 00:16:34,100
但如果实际计划相反
469
00:16:34,100 --> 00:16:37,349
有一种框架在流传
470
00:16:37,349 --> 00:16:38,589
有人称之为mar
471
00:16:38,589 --> 00:16:39,548
拉戈法院
472
00:16:39,548 --> 00:16:44,200
以总统在泳池屋和佛罗里达州命名
473
00:16:44,200 --> 00:16:47,460
由史蒂文·迈尔提出
474
00:16:50,500 --> 00:16:52,299
核心理念是
475
00:16:52,299 --> 00:16:54,580
美元被高估了
476
00:16:54,580 --> 00:16:57,700
实施可控贬值
477
00:16:57,700 --> 00:16:58,039
比如
478
00:16:58,039 --> 00:17:04,660
贬值20%到40%将解决贸易逆差并振兴美国制造业和出口
479
00:17:04,660 --> 00:17:05,160
现在
480
00:17:05,160 --> 00:17:06,660
我不认为他们会公开宣布
481
00:17:06,660 --> 00:17:08,019
我们将贬值美元
482
00:17:08,019 --> 00:17:09,500
我不认为他们会这么说
483
00:17:09,500 --> 00:17:13,400
但三项举措已达成相同效果
484
00:17:13,400 --> 00:17:15,160
只是逐步推进
485
00:17:15,160 --> 00:17:18,549
第一步是承诺2%通胀
486
00:17:18,549 --> 00:17:21,009
同时让通胀率升至4%
487
00:17:21,009 --> 00:17:22,890
这就是美元贬值
488
00:17:22,890 --> 00:17:24,009
只是换了个说法
489
00:17:24,009 --> 00:17:26,730
美元每年购买力下降
490
00:17:26,730 --> 00:17:27,329
第二步是创造政府债务买方
491
00:17:27,329 --> 00:17:31,309
使债务利率保持低位
492
00:17:31,309 --> 00:17:34,799
因为大量人愿购买
493
00:17:34,799 --> 00:17:36,359
制造 captive buyers
494
00:17:36,359 --> 00:17:37,980
政府必须支付更少的报酬
495
00:17:37,980 --> 00:17:39,159
因为存在利息因素
496
00:17:39,159 --> 00:17:41,318
这意味着政府可以继续借贷
497
00:17:41,318 --> 00:17:44,298
而债券市场不会崩溃
498
00:17:44,298 --> 00:17:45,578
这已经发生了
499
00:17:45,578 --> 00:17:47,039
第三步行动
500
00:17:47,039 --> 00:17:51,180
我们让美元逐渐悄然失去购买力
501
00:17:51,180 --> 00:17:55,670
这三万九千亿美元是美元债务
502
00:17:55,670 --> 00:17:58,009
如果这些美元贬值
503
00:17:58,009 --> 00:17:59,450
债务就变得毫无价值
504
00:17:59,450 --> 00:18:01,750
因此会像阳光下的冰淇淋般融化
505
00:18:01,750 --> 00:18:05,009
这正是政府二战后使用的同一策略
506
00:18:05,009 --> 00:18:07,250
保持利率低于通胀
507
00:18:07,250 --> 00:18:08,789
让货币自行发挥作用
508
00:18:08,789 --> 00:18:14,159
未来十年至二十年债务将在实际价值中缩减
509
00:18:14,159 --> 00:18:16,798
承担代价的是储蓄者
510
00:18:16,798 --> 00:18:17,199
是的
511
00:18:17,199 --> 00:18:19,980
那些负责任的持现人士
512
00:18:19,980 --> 00:18:21,380
处于低收益群体
513
00:18:21,380 --> 00:18:24,329
储蓄账户和低息长期债券
514
00:18:24,329 --> 00:18:26,529
拥有固定收入的人
515
00:18:26,529 --> 00:18:28,170
你会属于其中之一
516
00:18:28,170 --> 00:18:29,250
很可能就是这样
517
00:18:30,289 --> 00:18:32,569
有些人会受益
518
00:18:32,569 --> 00:18:34,329
他们是资产所有者
519
00:18:34,329 --> 00:18:35,329
房地产
520
00:18:35,329 --> 00:18:35,910
黄金
521
00:18:35,910 --> 00:18:37,029
优质股票
522
00:18:37,029 --> 00:18:40,609
美元贬值时价格上涨的资产
523
00:18:40,609 --> 00:18:45,130
你站在哪一边取决于自身选择
524
00:18:45,130 --> 00:18:45,710
此时此刻
525
00:18:45,710 --> 00:18:49,739
所以不要过度抱怨这毫无意义
526
00:18:49,739 --> 00:18:53,319
所有政党都会采用相同策略
527
00:18:53,319 --> 00:18:55,859
这是他们维持权力的唯一选择
528
00:18:55,859 --> 00:18:57,859
现在你看到这个机制了
529
00:18:57,859 --> 00:18:58,699
三步行动
530
00:18:58,699 --> 00:19:00,019
承诺2%回报
531
00:19:00,019 --> 00:19:01,219
培育买家
532
00:19:01,219 --> 00:19:02,650
让美元缩水
533
00:19:02,650 --> 00:19:03,769
问题在于
534
00:19:03,769 --> 00:19:05,230
你打算如何应对
535
00:19:05,230 --> 00:19:08,630
让我给你一个简单三步框架
536
00:19:08,630 --> 00:19:11,369
我们将深入具体到
537
00:19:11,369 --> 00:19:13,210
实际买卖什么资产
538
00:19:13,210 --> 00:19:13,829
等等
539
00:19:13,829 --> 00:19:15,069
如果你周末加入我
540
00:19:15,069 --> 00:19:17,199
再次参加直播培训下方链接
541
00:19:17,199 --> 00:19:18,519
但这种方法的优势在于
542
00:19:18,519 --> 00:19:21,019
不依赖市场时机
543
00:19:21,019 --> 00:19:24,819
也不需要挑选完美股票或预测美联储下一步行动
544
00:19:24,819 --> 00:19:29,359
这关乎站在正在发展的趋势正确的一边
545
00:19:29,359 --> 00:19:33,799
所以第一步就是不要持有过多现金
546
00:19:33,799 --> 00:19:34,319
是的
547
00:19:34,319 --> 00:19:35,920
你需要保留应急储备金
548
00:19:35,920 --> 00:19:36,599
一般来说
549
00:19:36,599 --> 00:19:39,980
三到六个月的生活必需开支
550
00:19:39,980 --> 00:19:41,059
我不是说要清空
551
00:19:41,059 --> 00:19:42,220
你的储蓄账户完全
552
00:19:42,220 --> 00:19:44,009
你需要一些应急资金
553
00:19:44,009 --> 00:19:47,309
但超过这个现金才是我重视的
554
00:19:47,309 --> 00:19:51,740
每个存放在支票账户的美元年收益0.5%
555
00:19:51,740 --> 00:19:54,819
通胀率官方为4%
556
00:19:54,819 --> 00:19:57,369
因此每年实际损失3.5%
557
00:19:57,369 --> 00:19:57,930
现在
558
00:19:57,930 --> 00:20:00,130
我认为实际损失更大
559
00:20:00,130 --> 00:20:02,670
因为标普指数大幅上涨
560
00:20:02,670 --> 00:20:04,409
去年上涨17%
561
00:20:04,409 --> 00:20:05,489
前一年
562
00:20:05,489 --> 00:20:06,929
是25%
563
00:20:06,929 --> 00:20:08,608
我想再往前一年
564
00:20:08,608 --> 00:20:10,009
应该是24%
565
00:20:10,009 --> 00:20:11,720
所以持有现金
566
00:20:11,720 --> 00:20:13,019
实际损失24%
567
00:20:13,019 --> 00:20:14,759
然后25%和17%
568
00:20:14,759 --> 00:20:18,039
因此你几乎损失了全部购买力
569
00:20:18,039 --> 00:20:19,909
或者说你实际翻倍了
570
00:20:19,909 --> 00:20:23,469
通胀就是标普的表现
571
00:20:23,469 --> 00:20:24,669
这就是我的书
572
00:20:24,669 --> 00:20:27,749
现金就像在温热台面的冰块
573
00:20:27,749 --> 00:20:29,119
看起来很安全
574
00:20:29,119 --> 00:20:30,730
然后逐渐融化
575
00:20:30,730 --> 00:20:31,329
温度越高
576
00:20:31,329 --> 00:20:33,329
消失得越快
577
00:20:33,329 --> 00:20:34,710
融化得越快
578
00:20:34,710 --> 00:20:37,390
通胀就像房间温度升高
579
00:20:37,390 --> 00:20:40,730
所以这是步骤一
580
00:20:40,730 --> 00:20:41,329
我是德国人
581
00:20:41,329 --> 00:20:43,349
对此我深表歉意
582
00:20:43,349 --> 00:20:48,539
但步骤二要持有美元贬值时上涨的资产
583
00:20:48,539 --> 00:20:50,539
美元贬值时哪些资产会上涨
584
00:20:50,539 --> 00:20:51,920
实物资产
585
00:20:51,920 --> 00:20:53,180
房地产
586
00:20:53,180 --> 00:20:54,200
优质房地产
587
00:20:54,200 --> 00:20:55,599
当然还有黄金
588
00:20:55,599 --> 00:20:56,099
嗯
589
00:20:56,099 --> 00:20:56,960
只有黄金
590
00:20:56,960 --> 00:20:58,400
没有好坏之分
591
00:20:58,400 --> 00:21:00,380
短期未必如此
592
00:21:00,380 --> 00:21:01,539
因为短期内
593
00:21:01,539 --> 00:21:06,000
金属价格由交易所疯子决定
594
00:21:06,000 --> 00:21:11,710
嗯,第三是质量股票具备定价权
595
00:21:11,710 --> 00:21:13,279
什么是定价权
596
00:21:13,279 --> 00:21:16,700
这是在不失去客户的情况下提高价格的能力
597
00:21:16,700 --> 00:21:17,240
想想看
598
00:21:17,240 --> 00:21:20,059
如果公司能将更高成本转嫁给客户
599
00:21:20,059 --> 00:21:21,640
那么通胀不会伤害他们
600
00:21:21,640 --> 00:21:23,759
甚至可能在我们经历后
601
00:21:23,759 --> 00:21:25,170
新冠通胀时期
602
00:21:25,170 --> 00:21:28,410
百事可乐说我们将因通胀提价
603
00:21:28,410 --> 00:21:30,990
他们提高了17%
604
00:21:30,990 --> 00:21:33,000
利润率增加
605
00:21:33,000 --> 00:21:33,880
而
606
00:21:33,880 --> 00:21:34,259
呃
607
00:21:34,259 --> 00:21:37,359
依赖糖的碳酸饮料群体仍在购买百事
608
00:21:37,359 --> 00:21:37,839
因为他们就像
609
00:21:37,839 --> 00:21:38,970
我需要它
610
00:21:38,970 --> 00:21:40,470
那么如何识别这些公司
611
00:21:40,470 --> 00:21:40,849
嗯
612
00:21:40,849 --> 00:21:42,400
你要看三个指标
613
00:21:42,400 --> 00:21:46,599
毛利率是公司每美元保留大块利润
614
00:21:46,599 --> 00:21:48,380
实际上有很多这样的公司
615
00:21:48,380 --> 00:21:50,099
我会在这里展示给你们
616
00:21:50,099 --> 00:21:52,940
我们有个应用叫Winston Up
617
00:21:52,940 --> 00:21:53,259
你知道的
618
00:21:53,259 --> 00:21:54,559
Winston显然开发的
619
00:21:54,559 --> 00:21:54,940
嗯
620
00:21:54,940 --> 00:21:55,880
我称之为护城河
621
00:21:55,880 --> 00:21:57,819
这是最简洁的总结
622
00:21:57,819 --> 00:21:59,640
只需关注有护城河的公司
623
00:21:59,640 --> 00:22:00,279
十分之十
624
00:22:00,279 --> 00:22:00,599
你可以
625
00:22:00,599 --> 00:22:03,140
可以筛选所有这些并
626
00:22:03,140 --> 00:22:04,789
甚至可以查看
627
00:22:04,789 --> 00:22:05,490
你知道的
628
00:22:05,490 --> 00:22:06,230
欧洲股票
629
00:22:06,230 --> 00:22:06,789
如果必须的话
630
00:22:06,789 --> 00:22:08,660
或法国股票
631
00:22:08,660 --> 00:22:09,559
或波兰
632
00:22:09,559 --> 00:22:10,480
或澳大利亚股票
633
00:22:10,480 --> 00:22:10,920
或任何其他
634
00:22:10,920 --> 00:22:12,019
全都有
635
00:22:12,019 --> 00:22:14,859
你甚至可以专门设置过滤器
636
00:22:14,859 --> 00:22:17,569
但最简单的方法就是看护城河
637
00:22:17,569 --> 00:22:18,490
十分之十
638
00:22:18,490 --> 00:22:21,469
这表明他们有定价权
639
00:22:21,469 --> 00:22:24,148
我们还会查看其他许多因素
640
00:22:24,148 --> 00:22:27,209
所以如果我随机调出一家公司
641
00:22:27,209 --> 00:22:28,229
Datadog
642
00:22:28,229 --> 00:22:29,230
嗯
643
00:22:29,230 --> 00:22:30,789
我们的评分并不高
644
00:22:30,789 --> 00:22:31,390
总体而言
645
00:22:31,390 --> 00:22:32,130
呃
646
00:22:32,130 --> 00:22:33,730
稀释可能与此有关
647
00:22:33,730 --> 00:22:34,690
但这超出了今天的范围
648
00:22:38,490 --> 00:22:41,869
但真正需要关注的是现金流
649
00:22:41,869 --> 00:22:42,970
是否在改善
650
00:22:42,970 --> 00:22:44,089
是否足够强劲
651
00:22:44,089 --> 00:22:46,240
他们是否在产生真实现金流
652
00:22:46,240 --> 00:22:48,279
然后是资产负债表是否良好
653
00:22:48,279 --> 00:22:49,460
这里有很多数据
654
00:22:49,460 --> 00:22:51,259
但你可以直接看摘要
655
00:22:51,259 --> 00:22:51,759
不过确实
656
00:22:51,759 --> 00:22:52,940
现金流至关重要
657
00:22:52,940 --> 00:22:58,829
稳定性因素也需要相当出色
658
00:22:58,829 --> 00:23:03,660
如果你关注具备定价权的公司
659
00:23:03,660 --> 00:23:08,309
我会在下方和评论区提供应用免费试用链接
660
00:23:08,309 --> 00:23:09,210
如果你想试试看
661
00:23:09,210 --> 00:23:10,069
如果你不喜欢
662
00:23:10,069 --> 00:23:11,549
在试用期结束前取消即可
663
00:23:11,549 --> 00:23:13,279
这样你就不会被扣费
664
00:23:13,279 --> 00:23:14,039
嗯
665
00:23:14,039 --> 00:23:17,140
我的黄金法则其实很简单
666
00:23:17,140 --> 00:23:19,618
如果你无法向十二岁孩子解释
667
00:23:19,618 --> 00:23:21,898
一家公司做什么以及如何赚钱
668
00:23:21,898 --> 00:23:23,398
那你可能不该持有它
669
00:23:23,398 --> 00:23:25,058
复杂性并非我们追求的
670
00:23:25,058 --> 00:23:26,869
我们寻找的是极其简单的事物
671
00:23:26,869 --> 00:23:29,950
这也是为什么我们有评分系统
672
00:23:29,950 --> 00:23:33,549
你可以直接点击上方高评分股票
673
00:23:33,549 --> 00:23:37,440
然后查看最高评分的选项
674
00:23:37,440 --> 00:23:39,740
这些可能是你应该
675
00:23:39,740 --> 00:23:40,319
你可能
676
00:23:40,319 --> 00:23:41,519
值得一看的
677
00:23:41,519 --> 00:23:44,039
因为这里有很多高质量企业
678
00:23:44,039 --> 00:23:45,240
无论你喜欢与否
679
00:23:45,240 --> 00:23:47,740
然后深入研究
680
00:23:47,740 --> 00:23:49,059
接下来第三步
681
00:23:49,059 --> 00:23:50,920
这就是为什么我会失去百分之九十九的人
682
00:23:50,920 --> 00:23:51,960
但你还在坚持
683
00:23:51,960 --> 00:23:53,319
所以大概不是你
684
00:23:53,319 --> 00:23:58,000
我们了解到稳定币持有者无法获得利息
685
00:23:58,000 --> 00:23:59,679
法律明文规定
686
00:23:59,679 --> 00:24:01,239
那利息去了哪里
687
00:24:01,239 --> 00:24:03,159
当它流向稳定币发行方
688
00:24:03,159 --> 00:24:03,798
流向平台
689
00:24:03,798 --> 00:24:05,278
流向金融基础设施
690
00:24:05,278 --> 00:24:09,029
那些连接你与债务市场的公司
691
00:24:09,029 --> 00:24:11,309
所以问自己谁从稳定币中获益
692
00:24:11,309 --> 00:24:12,690
是繁荣还是支付流程
693
00:24:12,690 --> 00:24:13,950
金融交易所
694
00:24:13,950 --> 00:24:15,170
托管服务提供商
695
00:24:15,170 --> 00:24:16,740
从事资金转移的公司
696
00:24:16,740 --> 00:24:17,359
存储资金
697
00:24:17,359 --> 00:24:19,619
或帮助他人在稳定币基础上构建
698
00:24:19,619 --> 00:24:21,900
所以我不是让你在这里购买任何特定股票
699
00:24:21,900 --> 00:24:22,500
这是你的决定
700
00:24:22,500 --> 00:24:27,539
但我要告诉你要在资金流动中布局
701
00:24:27,539 --> 00:24:28,680
而不是远离它
702
00:24:28,680 --> 00:24:29,859
当出现淘金热时
703
00:24:29,859 --> 00:24:31,000
你知道你可以挖掘黄金
704
00:24:31,000 --> 00:24:32,700
也可以只卖鹤嘴锄
705
00:24:32,700 --> 00:24:35,980
通常鹤嘴锄卖家是更好的投资
706
00:24:36,839 --> 00:24:38,660
而黄金也不是个坏主意
707
00:24:38,660 --> 00:24:39,819
依我拙见
708
00:24:44,319 --> 00:24:47,088
他们看到了你现在看到的东西
709
00:24:47,088 --> 00:24:49,249
他们清楚美元走弱意味着什么
710
00:24:49,249 --> 00:24:50,659
并正在采取行动
711
00:24:50,659 --> 00:24:52,479
现在我们快速总结
712
00:24:52,479 --> 00:24:56,859
三步策略第一步承诺2%通胀
713
00:24:56,859 --> 00:25:03,650
而数学显示应达4%或更高以构建政府所需买家
714
00:25:03,650 --> 00:25:05,369
债务换稳定币
715
00:25:05,369 --> 00:25:05,869
真是高招
716
00:25:05,869 --> 00:25:06,888
我明白
717
00:25:06,888 --> 00:25:10,739
然后让美元缓慢贬值
718
00:25:10,739 --> 00:25:11,878
这样会引发恐慌
719
00:25:11,878 --> 00:25:14,720
并在实际价值中逐步化解债务
720
00:25:14,720 --> 00:25:16,460
这不是阴谋论
721
00:25:16,460 --> 00:25:17,440
正在发生
722
00:25:18,599 --> 00:25:19,799
第一步已宣布
723
00:25:19,799 --> 00:25:23,819
第二步是立法第三步是前两步的必然结果
724
00:25:23,819 --> 00:25:24,759
第一步和第二步
725
00:25:24,759 --> 00:25:26,900
问题不在于是否在发生
726
00:25:26,900 --> 00:25:28,000
关键在于
727
00:25:28,000 --> 00:25:30,309
你是否站在正确的一方
728
00:25:30,309 --> 00:25:31,369
坚定地
729
00:25:31,369 --> 00:25:35,609
理解这一点的人将持有跑赢通胀的资产
730
00:25:35,609 --> 00:25:40,099
而不懂的人则持有无法增值的东西
731
00:25:40,099 --> 00:25:42,099
他们将越来越穷
732
00:25:42,099 --> 00:25:43,039
这很严重
733
00:25:43,039 --> 00:25:44,400
确实非常严重
734
00:25:44,400 --> 00:25:45,940
如果你看清大局
735
00:25:45,940 --> 00:25:48,559
但还不确定如何配置投资组合
736
00:25:48,559 --> 00:25:50,220
或其中每只股票
737
00:25:50,220 --> 00:25:52,420
这正是直播培训的目的
738
00:25:52,420 --> 00:25:55,450
本周末我将与你共度两小时
739
00:25:55,450 --> 00:25:57,369
指导你精准布局
740
00:25:57,369 --> 00:25:58,890
解析机构动向
741
00:25:58,890 --> 00:26:00,469
助你制定计划
742
00:26:00,469 --> 00:26:01,469
所以赶紧来吧
743
00:26:01,469 --> 00:26:06,269
在我的greatportfolio.com网站获取免费席位,链接在下方描述中
744
00:26:06,269 --> 00:26:08,150
而且完全免费
745
00:26:08,150 --> 00:26:11,089
我保证温斯顿会到场的
746
00:26:11,089 --> 00:26:13,779
温斯顿快点啊,瞌睡的鲍勃
747
00:26:13,779 --> 00:26:17,150
快点温斯顿快快快快快
748
00:26:17,150 --> 00:26:18,390
他实在太困了
749
00:26:18,390 --> 00:26:20,069
他不想去啊
750
00:26:20,069 --> 00:26:20,589
他就像
751
00:26:20,589 --> 00:26:21,710
我早上过得很艰难
752
00:26:21,710 --> 00:26:22,970
外面很热
753
00:26:22,970 --> 00:26:24,909
外面其实非常炎热
754
00:26:24,909 --> 00:26:25,909
但看他在这里
755
00:26:25,909 --> 00:26:26,848
你可以看到他
756
00:26:26,848 --> 00:26:28,429
我看起来很困
757
00:26:28,429 --> 00:26:29,788
我们应该让他休息
758
00:26:29,788 --> 00:26:31,679
如果你从中学到了东西
759
00:26:31,679 --> 00:26:33,439
我唯一的要求是
760
00:26:33,439 --> 00:26:36,519
将下方链接分享给需要了解这个的迁移portfolio
761
00:26:36,519 --> 00:26:40,000
并将链接转发给你觉得需要理解这一点的人
762
00:26:40,000 --> 00:26:42,960
祝你度过极其成功的一年
763
00:26:42,960 --> 00:26:44,960
如果你投资了黄金或白银
764
00:26:44,960 --> 00:26:47,480
现在有两个声音在对你喊叫
765
00:26:47,480 --> 00:26:48,440
同时进行
766
00:26:48,440 --> 00:26:50,559
而且完全矛盾
767
00:26:50,559 --> 00:26:54,500
一边在说金价将突破一万美元
768
00:26:54,500 --> 00:26:55,420
你