【Felix & Friends】央行疯狂抛美元买黄金，下一轮涨势要来了？

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刚刚完成了一份关于他们将如何处理资金的保密调查

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他们所说的内容应该让每位美国投资者都坐直并认真关注

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因为毕竟

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我们看到电视上的专家

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他们正在告诉你

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你知道黄金已经走完了

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交易结束了

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现在该转向其他领域了

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那些实际管理数万亿美元国家财富的人

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猜猜他们做了什么

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完全相反的事

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他们增持了黄金

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这让我感到不解的是

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这份调查是公开可查的

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我今早在早餐时就阅读了

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我来这里散个步

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世界上最美麗的公园之一

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在这座令人惊叹的城市

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你大概能猜到我现在的位置

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是的

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任何人都可以阅读

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但主流金融媒体

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几乎没在报道

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华尔街对此发布了研究报告

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我也今早在给对冲基金客户阅读这些内容

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他们为此收取数万甚至数十万美元服务费

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但他们不会发送给你对吧

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我相信你也应该看到这些信息

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今天我将为你解析整个情况

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就站在 Gloria 中央公园

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你不需要金融学位

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我将提供三个简单框架

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就像一份速查表

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让你理解黄金的真实动态

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更重要的是你应该如何处理自己的资金

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如果你想知道我是谁

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这是我的名字 Felix

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嗯

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我致力于帮助普通投资者

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这也是为何我现在能获取相同见解和情报

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以及相同策略

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管理者拥有华尔街

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街頭人士拥有

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我不是黄金推销员

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我也不是要吓你买入黄金

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我要展示数据实际说明什么

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并提供你的分析框架

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因此你可以做出明智的决定

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接下来这段视频内容会比较密集

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嗯

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我打算

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等我回到酒店房间静下心来整理思路后

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我可以告诉你

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我会整理一份包含所有重要内容的补充研究报告

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你可以免费在felixfriends.org/gold2026下载

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我觉得这个链接很合适

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gold2026以及描述中的链接

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完全免费

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将包含所有数据统计

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我们将逐步解析所有影响步骤

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我现在会为你详细讲解

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啊

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这就是我们的路线图

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接下来要和大家分享的内容

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在接下来十五到二十分钟内首先

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房间里的大象

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黄金刚刚从高位大幅下跌

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没错

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为何现在金价会出现波动

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对吧

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我将展示一个简单框架

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或称聪明资金与

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愚蠢资金

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这能解释发生的一切

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而这次回调反而强化了黄金的前景

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千吨现象

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这才是核心故事

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无人提及

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前所未有

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我将告诉你他们为何购买

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而这一原因正在发生转变

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这可能让所有美资持有者担忧

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美国政府支付的债务利息超过军费开支

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我需要用简单语言解释

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并说明这如何困住美联储

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可能创造数十年最佳黄金环境

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作为额外内容

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第四点

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我将讲解金库故事

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因为这是大多数人不了解的

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当然我们将重点分析这对你的资金意味着什么

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如何做出更好决策

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我将提供完整框架

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如果我能记住计划中的一半内容

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黄金从高点下跌约20%

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这是一个很大的数字

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如果你拥有黄金

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他们可能会受伤

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你

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在顶部附近购买球

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大多数零售投资者确实会在顶部附近买入

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那么到底发生了什么

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因为故事在这里开始变得复杂

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而人们完全搞错了

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所以让我给你一个类比

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想象有一栋位于优质社区的房子

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坚固的地基

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绝佳的地段

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而它的实际价值大约五万美元

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价值真实可靠

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现在有些炒房客来了

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他们开始抬高报价

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现在价值涨到了六万美元

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最终有人以七万美元买下了同一栋房子

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现在房子真的变好了吗

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不，不是这样

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所以是同一栋房子

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他们支付了七十万美元

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因为他们认为其他人明天会出价七十五万美元

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这就是投机

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这是趋势效应

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去年年底黄金市场正是这样发生的

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直到今年年初黄金还在飙升

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当某物上涨时

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两种完全不同的买家会出现

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第一种类型是我所说的结构型买家

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他们基于政策购买黄金

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他们的职责是保护财富

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他们不在乎

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无论黄金昨天涨了还是跌了

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他们只会在任何时间买入

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然后

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而这些人就是基础所在

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他们是真正的价值投资者

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第二种类型是我所说的动量型

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偏差

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对冲基金

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零售交易者

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那些听说黄金要上涨就想着我要参与其中的人

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他们并不买入

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因为他们研究了基本面

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他们正在买入

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因为价格在上涨

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他们不想错过机会

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他们就是那种引发FOMO（错失恐惧症）的噪音

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或者说它们实际上相当精明

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那些频繁进出投资的投机者

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他们根本不关心

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他们拥有的一切

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试图找到合适的时机坐下来

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这会更舒适一些

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呃

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正如我意识到我要

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我将会在这里絮絮叨叨一番

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所以趋势派投资者变得兴奋

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价格被过度拉高

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然后

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正如往常一样发生

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橡皮筋再次回弹

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然后全球头条都在尖叫

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黄金暴跌

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而专家们宣称交易结束

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但他们没告诉你

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就是这个

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结构性买家

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他们从未停止买入

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甚至一瞬间

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所以想想看房价又回到五万美元

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投机者已消失

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但真正的买家

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那个真正住在社区的人还在

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仍在以稳定速度购买

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这是历史罕见的

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一位值得尊敬的分析师完美诠释

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他写道

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投资者是最后买家

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无论晴雨投资者

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他们只在恐慌时涌入

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或价格暴涨时

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现在

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这个黄金故事的新阶段

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不会由投机者推动

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追逐价格

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将由投资者主导

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真正关注世界局势的人

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这种购买更具持久性

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更具力量

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这里的核心框架第一条

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下次看到关于黄金下跌的恐慌性标题

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请自问一个问题

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这种结构性偏见

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停下，答案是否定的

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基础已经奠定

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噪音已经消失

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真正的买家仍在

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这引出了真正的问题

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他们知道我们不知道的

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我们确实不清楚啊

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这些就是印钞的人

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但在深入探讨前

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我想暂停片刻坦诚与你交流

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因为我知道有些人正在想

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好的

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费利克斯

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这很有趣

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但我要如何运用这些

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具体来说

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下一步该怎么做

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这才是关键点

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我已经写好了

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我的计划

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我精确的策略

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为今年剩余时间布局

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已写就方案

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我清楚接下来该做什么

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基于所有数据

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以及从华尔街导师处学到的

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街角导师的经验

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我想与你分享

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与你共享

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但并非作为文件

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因为无法确保效果

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我试过这种方法

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你会下载它

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快速浏览一遍

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然后放在电脑旁

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与那份PDF文件并存

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你已保存

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十九个月前保存却未打开

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我们都有过这种经历

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所以我打算进行实际教学

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我要花两小时带你一步步分析

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为何我这么做机构也在行动

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如何构建未来90天的策略手册

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直至2026年底

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这才是核心所在

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这不关乎短期

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不涉及内幕消息

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而是制定应对计划

240
00:08:00,560 --> 00:08:03,839
接下来季度及之后的市场变化

241
00:08:03,839 --> 00:08:05,420
这里将有两种人

242
00:08:05,420 --> 00:08:07,040
一种是学习这种方法的人

243
00:08:07,040 --> 00:08:12,230
另一种则是希望自己六个月内就了解这个的人

244
00:08:12,230 --> 00:08:12,649
所以

245
00:08:12,649 --> 00:08:13,889
如果你想加入我

246
00:08:13,889 --> 00:08:16,850
你可以免费获取九十天席位

247
00:08:16,850 --> 00:08:18,939
Playbook.org链接在下方

248
00:08:18,939 --> 00:08:19,500
在描述中

249
00:08:19,500 --> 00:08:21,480
完全免费且无需信用卡

250
00:08:21,480 --> 00:08:22,060
类似这样的

251
00:08:22,060 --> 00:08:23,620
这只是免费教学课程

252
00:08:23,620 --> 00:08:27,649
现在让我们看看改变我的一切的数据

253
00:08:27,649 --> 00:08:29,350
如果你要为自己现身

254
00:08:29,350 --> 00:08:33,529
就像在下方评论区出现并观看一样，因为它关乎你自己

255
00:08:33,529 --> 00:08:34,149
这不关乎我

256
00:08:34,149 --> 00:08:36,058
你必须坐下

257
00:08:36,058 --> 00:08:37,818
学习真正的技能

258
00:08:37,818 --> 00:08:40,350
嗯，然后你可以享受

259
00:08:40,350 --> 00:08:40,970
你知道的

260
00:08:40,970 --> 00:08:41,870
像这样的地方

261
00:08:41,870 --> 00:08:42,110
我说

262
00:08:42,110 --> 00:08:42,990
这简直太

263
00:08:42,990 --> 00:08:44,389
你能看到那边的地平线吗

264
00:08:44,389 --> 00:08:45,980
简直壮观

265
00:08:45,980 --> 00:08:47,019
绝对令人惊叹

266
00:08:47,019 --> 00:08:47,879
我爱这座城市

267
00:08:47,879 --> 00:08:49,000
我在这里待得太久了

268
00:08:49,000 --> 00:08:50,419
我们将在此停留片刻

269
00:08:50,419 --> 00:08:51,549
因为很有趣

270
00:08:51,549 --> 00:08:54,629
这是最新调查中的关键标题

271
00:08:59,818 --> 00:09:03,719
这是调查历史上的最高比例

272
00:09:07,929 --> 00:09:10,149
要真正体会这一趋势的震撼

273
00:09:10,149 --> 00:09:11,690
让我给你看一个趋势

274
00:09:11,690 --> 00:09:13,250
2019年时

275
00:09:13,250 --> 00:09:17,389
仅有8%计划在2022年前购买更多黄金

276
00:09:17,389 --> 00:09:19,629
去年升至25%

277
00:09:23,350 --> 00:09:25,049
现在是45%

278
00:09:25,049 --> 00:09:26,769
并且计划购买

279
00:09:26,769 --> 00:09:29,090
他们真正用行动证明了决心

280
00:09:29,090 --> 00:09:30,250
连续四年

281
00:09:33,529 --> 00:09:35,029
现在这些是官方数据

282
00:09:35,029 --> 00:09:37,110
当然有些国家可能未完全披露

283
00:09:37,110 --> 00:09:38,710
海湾国家

284
00:09:38,710 --> 00:09:43,318
某些亚洲国家实际秘密购入更多

285
00:09:49,298 --> 00:09:52,049
他们明确表示将继续加大购买

286
00:09:52,049 --> 00:09:54,919
而让我比数字更着迷的是背后的‘为什么’

287
00:09:54,919 --> 00:09:56,340
他们直接向这些银行询问

288
00:09:57,120 --> 00:09:57,840
比如美联储

289
00:09:57,840 --> 00:09:58,779
你们为何持有黄金

290
00:09:58,779 --> 00:10:00,299
为什么这很重要

291
00:10:00,299 --> 00:10:04,379
其中90%的受访者给出的理由

292
00:10:07,379 --> 00:10:11,320
黄金在危机时期的保值表现

293
00:10:11,320 --> 00:10:15,558
想想这些就是地球上最保守的资产管理者

294
00:10:15,558 --> 00:10:17,778
顺便说他们还能随意印钞

295
00:10:17,778 --> 00:10:19,870
这简直矛盾至极

296
00:10:19,870 --> 00:10:22,529
他们的职责是守护国家财富

297
00:10:24,350 --> 00:10:26,570
十家中九家都表示持有黄金

298
00:10:26,570 --> 00:10:28,309
当所有其他资产崩溃时

299
00:10:28,309 --> 00:10:29,889
黄金的价值也会

300
00:10:29,889 --> 00:10:31,190
想想2008年

301
00:10:31,190 --> 00:10:33,299
金融危机市场崩盘

302
00:10:33,299 --> 00:10:34,279
银行破产

303
00:10:34,279 --> 00:10:35,220
人们失去家园

304
00:10:35,220 --> 00:10:36,399
黄金却上涨

305
00:10:36,399 --> 00:10:36,759
没错

306
00:10:36,759 --> 00:10:38,610
全球陷入封锁

307
00:10:38,610 --> 00:10:39,350
市场动荡

308
00:10:39,350 --> 00:10:40,389
黄金持续上涨

309
00:10:40,389 --> 00:10:40,870
没错

310
00:10:40,870 --> 00:10:41,909
比特币涨幅更大

311
00:10:41,909 --> 00:10:43,129
但黄金仍逆势上涨

312
00:10:46,149 --> 00:10:49,120
结论是黄金是最值得持有的资产

313
00:10:49,120 --> 00:10:50,440
当世界陷入混乱时

314
00:10:50,440 --> 00:10:54,000
但今年出现了一个前所未有的转变

315
00:10:54,000 --> 00:10:57,568
在所有历史数据中首次

316
00:10:57,568 --> 00:11:02,000
地缘政治动荡超越通胀

317
00:11:03,899 --> 00:11:05,620
让我再强调一遍

318
00:11:05,620 --> 00:11:08,279
多年以来

319
00:11:08,279 --> 00:11:08,480
没错

320
00:11:08,480 --> 00:11:10,990
他们坐在橡木镶板的会议室

321
00:11:10,990 --> 00:11:12,690
举着雪莉酒杯

322
00:11:12,690 --> 00:11:15,110
我们非常担心这个问题啊

323
00:11:15,110 --> 00:11:16,269
因为这是他们的核心职责

324
00:11:16,269 --> 00:11:17,429
控制通胀

325
00:11:17,429 --> 00:11:19,009
但今年不是通胀

326
00:11:19,009 --> 00:11:21,240
而是地缘政治风险

327
00:11:21,240 --> 00:11:22,179
制裁

328
00:11:22,179 --> 00:11:23,360
贸易冲突

329
00:11:26,220 --> 00:11:30,470
那个镶木板的房间里现在有十个人在谈论政治

330
00:11:30,470 --> 00:11:35,029
地缘政治不稳定是他们决策中的重要因素

331
00:11:35,029 --> 00:11:38,190
这比通货膨胀更重要得多

332
00:11:38,190 --> 00:11:40,629
这说明了我们当前所处的世界局势

333
00:11:40,629 --> 00:11:41,570
没错，更多冲突

334
00:11:41,570 --> 00:11:42,409
更多贸易战

335
00:11:42,409 --> 00:11:43,769
各国相互制裁

336
00:11:43,769 --> 00:11:47,379
每隔两周金融体系就被武器化

337
00:11:50,980 --> 00:11:54,159
我们需要一种不依赖他人承诺的资产

338
00:11:54,159 --> 00:11:55,379
而我们其实并不信任自己的承诺

339
00:11:55,379 --> 00:11:57,200
因为我们可能还是会继续印钞

340
00:11:57,200 --> 00:11:58,360
我刚才那部分是编的

341
00:11:58,360 --> 00:11:59,039
但你知道我的意思

342
00:11:59,039 --> 00:11:59,740
所以我们需要黄金

343
00:11:59,740 --> 00:12:00,659
这就是他们的说法

344
00:12:00,659 --> 00:12:01,649
现在

345
00:12:01,649 --> 00:12:04,769
这部分内容只是故事的一部分但未被媒体报道

346
00:12:04,769 --> 00:12:05,690
规模巨大

347
00:12:05,690 --> 00:12:07,870
该国购买了最多黄金

348
00:12:07,870 --> 00:12:09,889
并非那些大西洋经济体

349
00:12:09,889 --> 00:12:11,470
而是新兴市场国家

350
00:12:11,470 --> 00:12:12,590
像印度这样的国家

351
00:12:12,590 --> 00:12:15,019
巴西、波兰、中国及数十个国家

352
00:12:15,019 --> 00:12:16,879
新兴市场国家的一半

353
00:12:16,879 --> 00:12:18,840
央行将购买更多黄金

354
00:12:18,840 --> 00:12:19,639
一半

355
00:12:19,639 --> 00:12:20,580
这有什么意义

356
00:12:20,580 --> 00:12:23,289
因为这些也是全球增长最快的经济体

357
00:12:23,289 --> 00:12:25,070
这些是经济增长的国家

358
00:12:25,070 --> 00:12:26,549
它们都在说同样的话

359
00:12:26,549 --> 00:12:28,690
我们并不完全信任西方

360
00:12:28,690 --> 00:12:29,190
我的意思是

361
00:12:29,190 --> 00:12:30,929
基本上是美国金融体系

362
00:12:30,929 --> 00:12:31,570
毕竟

363
00:12:31,570 --> 00:12:33,320
这就是现状

364
00:12:33,320 --> 00:12:34,779
我们正在建立自己的储备

365
00:12:34,779 --> 00:12:36,059
我们正在购买黄金

366
00:12:38,460 --> 00:12:39,200
他说过这样的话

367
00:12:39,200 --> 00:12:40,460
此处为转述

368
00:12:40,460 --> 00:12:41,909
因为我手头有文件在

369
00:12:41,909 --> 00:12:46,578
我们预计美元储备占比将下降

370
00:12:46,578 --> 00:12:49,538
因此美国正在武器化美元

371
00:12:49,538 --> 00:12:50,499
通过制裁手段

372
00:12:51,158 --> 00:12:52,298
通过贸易冲突

373
00:12:52,298 --> 00:12:53,940
其他国家则表示

374
00:12:53,940 --> 00:12:54,399
而

375
00:12:54,399 --> 00:12:56,080
我们将减少持有美元

376
00:12:56,080 --> 00:12:57,480
我们该用这笔钱做什么呢

377
00:12:57,480 --> 00:12:58,850
我们要买黄金

378
00:13:05,289 --> 00:13:07,639
仅用一年时间就翻了一番

379
00:13:07,639 --> 00:13:09,580
让我试着把这些信息整合一下

380
00:13:09,580 --> 00:13:10,340
这样 hopefully

381
00:13:10,340 --> 00:13:10,840
嗯

382
00:13:10,840 --> 00:13:11,970
这样听起来有道理

383
00:13:14,529 --> 00:13:15,610
如果你现在持有黄金

384
00:13:15,610 --> 00:13:16,490
我不是在告诉你该买什么

385
00:13:16,490 --> 00:13:17,610
我是财务顾问

386
00:13:17,610 --> 00:13:18,639
我只是和你分享

387
00:13:18,639 --> 00:13:19,559
我刚读到的内容

388
00:13:19,559 --> 00:13:22,840
因为我认为这非常重要并提供一些背景

389
00:13:22,840 --> 00:13:23,980
从华尔街的解读来看

390
00:13:23,980 --> 00:13:25,639
华尔街正在解读

391
00:13:27,840 --> 00:13:28,820
直接增持

392
00:13:34,500 --> 00:13:36,059
美元走弱程度前所未有

393
00:13:36,059 --> 00:13:37,720
这就是他们购金的原因

394
00:13:37,720 --> 00:13:40,070
这带我们来到第三点

395
00:13:40,070 --> 00:13:43,070
对了我们现在讨论的内容是否在正轨上

396
00:13:43,070 --> 00:13:43,389
呃

397
00:13:43,389 --> 00:13:44,269
你可以评论区评判我

398
00:13:44,269 --> 00:13:45,839
在下方评论区

399
00:13:45,839 --> 00:13:47,958
如果这些信息对你来说太多

400
00:13:47,958 --> 00:13:49,099
这也是完全正常的

401
00:13:49,099 --> 00:13:50,599
周六和我一起

402
00:13:50,599 --> 00:13:51,099
周六

403
00:13:51,099 --> 00:13:52,818
不会信息密集

404
00:13:52,818 --> 00:13:54,958
今天下午会讲实用策略

405
00:13:54,958 --> 00:13:57,599
因为我想给你留下

406
00:13:57,599 --> 00:13:58,720
可以随时应用的东西

407
00:13:58,720 --> 00:14:00,940
帮助你永远做出更好决策

408
00:14:00,940 --> 00:14:02,320
无论你是否是黄金爱好者

409
00:14:02,320 --> 00:14:03,039
白银爱好者

410
00:14:03,039 --> 00:14:03,879
股票投资者

411
00:14:03,879 --> 00:14:05,049
或是以上所有

412
00:14:05,049 --> 00:14:07,029
我可能得找点阴凉处

413
00:14:07,029 --> 00:14:08,649
所以我不

414
00:14:08,649 --> 00:14:10,009
你知道的

415
00:14:10,009 --> 00:14:10,830
回来吧

416
00:14:10,830 --> 00:14:11,169
呃

417
00:14:11,169 --> 00:14:13,328
看起来像只龙虾

418
00:14:13,328 --> 00:14:15,808
但真正让所有人担忧的是

419
00:14:15,808 --> 00:14:18,089
尤其是持有美元资产的人

420
00:14:18,089 --> 00:14:19,389
或者稍微好一点

421
00:14:19,389 --> 00:14:20,700
嗯，那个u

422
00:14:20,700 --> 00:14:25,120
美国政府在债务上的支出比其他任何领域都多

423
00:14:25,120 --> 00:14:26,759
简直比其他任何事情都多

424
00:14:26,759 --> 00:14:29,139
我们谈论的是每年一万亿美金

425
00:14:29,139 --> 00:14:30,379
这简直太疯狂了

426
00:14:30,379 --> 00:14:32,879
所以每架军用飞机的造价

427
00:14:32,879 --> 00:14:33,440
你看

428
00:14:33,440 --> 00:14:37,210
以及全球每个战斗机基地和士兵

429
00:14:37,210 --> 00:14:38,629
我想有150个国家

430
00:14:38,629 --> 00:14:43,190
而利息支出比这还多

431
00:14:43,190 --> 00:14:44,450
并且还在增长

432
00:14:44,450 --> 00:14:48,070
因此人们更担心利率会上升

433
00:14:48,070 --> 00:14:50,179
新美联储决议刚刚出台

434
00:14:50,179 --> 00:14:52,509
如果利率稍微上涨

435
00:14:52,509 --> 00:14:55,450
政府的利息支出就会爆炸式增长

436
00:14:55,450 --> 00:14:59,840
我们谈论的是数百亿额外的利息支出

437
00:14:59,840 --> 00:15:04,200
让我举一个政府债务失控的现实例子

438
00:15:04,200 --> 00:15:05,000
失去控制

439
00:15:05,000 --> 00:15:07,080
我们将讨论一个

440
00:15:07,080 --> 00:15:08,298
小国家

441
00:15:08,298 --> 00:15:09,318
我说的

442
00:15:09,318 --> 00:15:09,990
嗯

443
00:15:09,990 --> 00:15:10,909
英国

444
00:15:10,909 --> 00:15:11,649
我说英国

445
00:15:11,649 --> 00:15:13,350
我觉得他们很久以前就失去了

446
00:15:13,350 --> 00:15:15,230
可能被美国人收购了

447
00:15:15,230 --> 00:15:20,090
但在2022年英国新任首相是莉兹·特拉斯

448
00:15:20,090 --> 00:15:22,230
你可能不会记住她，原因很明显

449
00:15:22,230 --> 00:15:25,450
但她宣布的预算令债券市场震惊

450
00:15:25,450 --> 00:15:27,690
投资者看到数据后说等等

451
00:15:27,690 --> 00:15:31,450
我们认为英国无法承受这种债务水平

452
00:15:31,450 --> 00:15:33,490
债券价格暴跌

453
00:15:33,490 --> 00:15:35,149
利率飙升至顶点

454
00:15:35,149 --> 00:15:36,559
莉兹·特拉斯

455
00:15:36,559 --> 00:15:39,299
她在五天后被迫辞职

456
00:15:39,299 --> 00:15:40,360
然后职位

457
00:15:40,360 --> 00:15:45,700
因此债券市场实际上罢免了英国首相

458
00:15:45,700 --> 00:15:49,690
然后在五天后拍卖了英国

459
00:15:50,009 --> 00:15:51,990
想象这种情况在美国发生

460
00:15:51,990 --> 00:15:56,470
如果债券市场失去对美国管理债务的信心

461
00:15:56,470 --> 00:15:58,360
利率将飙升至顶点

462
00:15:58,360 --> 00:15:59,600
数学上不可行

463
00:15:59,600 --> 00:16:03,419
政府无法通过增税或削减开支来解决

464
00:16:03,419 --> 00:16:05,200
因此美联储陷入困境

465
00:16:05,200 --> 00:16:06,860
美联储无能为力

466
00:16:06,860 --> 00:16:11,539
他们不能让利率显著上升而不引发危机

467
00:16:11,539 --> 00:16:12,679
他们深知这一点

468
00:16:12,679 --> 00:16:13,799
华尔街也深知这一点

469
00:16:15,659 --> 00:16:16,899
这也是原因之一

470
00:16:16,899 --> 00:16:18,779
现在大家都在抢购黄金

471
00:16:18,779 --> 00:16:19,740
你可能以前听过这个说法

472
00:16:19,740 --> 00:16:21,440
如果你认为利率上升

473
00:16:21,440 --> 00:16:22,539
黄金价格就会下跌

474
00:16:22,539 --> 00:16:24,600
因为黄金本身不产生利息

475
00:16:24,600 --> 00:16:25,820
这听起来合乎逻辑

476
00:16:25,820 --> 00:16:26,139
嗯

477
00:16:26,139 --> 00:16:26,960
我拥有某种东西

478
00:16:26,960 --> 00:16:29,590
如果我能无风险获得5%或6%的收益

479
00:16:29,590 --> 00:16:31,539
但其实这是错误的

480
00:16:31,539 --> 00:16:33,500
我将以一种

481
00:16:33,500 --> 00:16:35,700
希望能让你理解的方式向你解释

482
00:16:35,700 --> 00:16:36,779
如果这个解释对你有帮助

483
00:16:36,779 --> 00:16:38,299
真正影响黄金的因素

484
00:16:38,299 --> 00:16:40,568
并非电视上看到的利率

485
00:16:40,568 --> 00:16:44,568
而是所谓的实际利率和实际

486
00:16:44,568 --> 00:16:45,620
这里的意思是

487
00:16:45,620 --> 00:16:48,120
利率减去通胀率

488
00:16:48,120 --> 00:16:49,179
我们可以这样理解

489
00:16:49,179 --> 00:16:51,669
如果你的储蓄账户利率是3%

490
00:16:51,669 --> 00:16:54,149
但通胀率高达5%

491
00:16:54,149 --> 00:16:55,409
你真的在赚钱吗

492
00:16:55,409 --> 00:16:56,230
当然不是

493
00:16:56,230 --> 00:16:56,950
3%

494
00:16:56,950 --> 00:16:58,230
5%的通胀率相当于-2%

495
00:16:58,230 --> 00:17:01,559
你实际购买力每年缩水2%

496
00:17:01,559 --> 00:17:07,190
这是负实际利率，而负实际利率是黄金的火箭燃料

497
00:17:07,190 --> 00:17:10,680
因为银行存款实际在贬值

498
00:17:10,799 --> 00:17:12,819
人们开始寻找替代品

499
00:17:12,819 --> 00:17:14,579
一种能持久的东西

500
00:17:14,579 --> 00:17:16,420
至少能保值的资产

501
00:17:16,420 --> 00:17:17,920
比如那种

502
00:17:17,920 --> 00:17:18,759
闪亮的金属

503
00:17:18,759 --> 00:17:20,869
现在的黄金

504
00:17:20,869 --> 00:17:22,130
通胀率飙升至顶点

505
00:17:22,130 --> 00:17:23,710
超过4%

506
00:17:23,710 --> 00:17:28,130
而政府无法加息

507
00:17:28,130 --> 00:17:31,130
否则会引发债市崩盘

508
00:17:31,130 --> 00:17:34,359
甚至导致政府在四天内下台

509
00:17:34,359 --> 00:17:34,799
五天左右

510
00:17:34,799 --> 00:17:36,079
就像英国发生的情况

511
00:17:36,079 --> 00:17:39,049
在我看来这是黄金的完美环境

512
00:17:39,049 --> 00:17:40,410
而世界

513
00:17:41,009 --> 00:17:41,819
曾告诉我们

514
00:17:41,819 --> 00:17:47,690
四分之三预计美元在全球储备中的份额会下降

515
00:17:47,690 --> 00:17:48,650
四分之三

516
00:17:48,650 --> 00:17:49,710
75%

517
00:17:49,710 --> 00:17:50,490
这比例很高

518
00:17:50,490 --> 00:17:52,329
他们正在制定这些计划

519
00:17:52,329 --> 00:17:53,490
所以这种情况很有可能发生

520
00:17:53,490 --> 00:17:58,220
因为这些人才在决定美元减少通常意味着黄金增加

521
00:17:58,220 --> 00:18:00,839
现在让我们把整个画面拼合起来

522
00:18:00,839 --> 00:18:03,059
因为这是一整幅大拼图

523
00:18:03,059 --> 00:18:06,880
目前美元约占

524
00:18:06,880 --> 00:18:09,539
目前美元约占全球储备的四十

525
00:18:09,539 --> 00:18:11,950
全球储备的2%

526
00:18:11,950 --> 00:18:13,549
黄金约占两成六

527
00:18:13,549 --> 00:18:15,789
希望我们能在这里展示一些数据

528
00:18:15,789 --> 00:18:18,049
这不仅仅是数据的堆砌

529
00:18:18,049 --> 00:18:22,118
但你也可以在文档中下载猴子货币

530
00:18:22,118 --> 00:18:25,038
被称为欧元的占比达16%

531
00:18:25,038 --> 00:18:27,470
其余部分由其他资产填充

532
00:18:27,470 --> 00:18:31,750
黄金约占全球储备的四分之一

533
00:18:37,009 --> 00:18:38,109
美元走低

534
00:18:38,109 --> 00:18:39,179
黄金上涨

535
00:18:39,179 --> 00:18:40,558
原因很简单

536
00:18:40,558 --> 00:18:41,078
首先

537
00:18:41,078 --> 00:18:42,778
美国债务让所有人担忧

538
00:18:42,778 --> 00:18:47,200
其次美国表现出动用美元制裁的意愿

539
00:18:47,200 --> 00:18:48,039
冻结资产

540
00:18:48,039 --> 00:18:49,000
看看俄罗斯

541
00:18:49,000 --> 00:18:51,039
第三贸易战和关税

542
00:18:51,039 --> 00:18:54,599
让人们担心过度依赖单一金融体系

543
00:18:54,599 --> 00:18:57,279
而美国正是全球金融体系

544
00:18:57,279 --> 00:18:57,960
第四

545
00:18:57,960 --> 00:18:59,839
目前没有更好的替代方案

546
00:18:59,839 --> 00:19:01,079
可以切换的货币

547
00:19:01,079 --> 00:19:02,339
比如欧元

548
00:19:02,339 --> 00:19:03,799
你知道我爱意大利

549
00:19:03,799 --> 00:19:04,859
葡萄牙和希腊

550
00:19:04,859 --> 00:19:07,019
但我不一定想和他们共用

551
00:19:07,019 --> 00:19:09,380
再看看那些疯狂的政府

552
00:19:09,380 --> 00:19:09,599
比如

553
00:19:09,599 --> 00:19:10,599
德国和法国

554
00:19:10,599 --> 00:19:12,460
你也觉得他们想持有这个

555
00:19:12,460 --> 00:19:16,400
欧元的创立是为了让我的主子

556
00:19:16,400 --> 00:19:18,009
因为我来自德国啊

557
00:19:18,009 --> 00:19:19,509
以便我们能出口更多

558
00:19:19,509 --> 00:19:21,930
因为德国马克过于昂贵

559
00:19:21,930 --> 00:19:25,409
于是他们想如何降低货币价值而不被察觉

560
00:19:25,409 --> 00:19:25,788
哦

561
00:19:25,788 --> 00:19:26,388
让我们接纳

562
00:19:26,388 --> 00:19:26,648
呃

563
00:19:26,648 --> 00:19:27,888
让我们接纳希腊

564
00:19:27,888 --> 00:19:29,088
这就是核心目的

565
00:19:29,088 --> 00:19:30,990
这简直是猪

566
00:19:30,990 --> 00:19:31,289
早餐

567
00:19:31,289 --> 00:19:32,589
这种结构方式

568
00:19:32,589 --> 00:19:33,150
嗯

569
00:19:33,150 --> 00:19:34,569
你持有人民币

570
00:19:34,569 --> 00:19:36,470
但人民币不可自由兑换

571
00:19:36,470 --> 00:19:38,630
所以没人会这么做

572
00:19:38,829 --> 00:19:43,230
因此你的唯一选择其实是五千年来的货币

573
00:19:43,230 --> 00:19:43,869
那就是黄金

574
00:19:43,869 --> 00:19:45,730
没错，而且一位银行家

575
00:19:47,630 --> 00:19:49,150
这份文件写道

576
00:19:49,150 --> 00:19:50,109
这是一段引语

577
00:19:50,109 --> 00:19:52,549
我们想摆脱美元多元化

578
00:19:52,549 --> 00:19:54,390
但替代选项很少

579
00:19:54,390 --> 00:19:55,950
所以我们选择最佳替代

580
00:19:55,950 --> 00:19:56,719
我们已经

581
00:19:57,480 --> 00:19:58,660
这就是你的美元困境

582
00:19:58,660 --> 00:20:00,019
情况不会好转

583
00:20:00,019 --> 00:20:02,319
特朗普已公开表示

584
00:20:02,319 --> 00:20:03,779
他实际上希望美元贬值

585
00:20:03,779 --> 00:20:06,190
因为这能帮助美国出口更多

586
00:20:06,190 --> 00:20:07,549
带回一些产业

587
00:20:07,549 --> 00:20:08,849
这里有很多值得探讨的内容

588
00:20:08,849 --> 00:20:09,339
没错

589
00:20:09,339 --> 00:20:11,220
这将持续演变

590
00:20:11,220 --> 00:20:12,099
我完全理解

591
00:20:12,099 --> 00:20:13,720
这不像直觉

592
00:20:13,720 --> 00:20:15,240
这不是传统教育内容

593
00:20:15,240 --> 00:20:16,039
我很幸运

594
00:20:16,039 --> 00:20:17,119
我获得了经济学学位

595
00:20:17,119 --> 00:20:18,039
这有点帮助

596
00:20:18,039 --> 00:20:19,519
但大多数人都是幸运的

597
00:20:19,519 --> 00:20:22,380
所以你需要找到方法

598
00:20:22,380 --> 00:20:24,240
学会更好地管理钱财

599
00:20:24,240 --> 00:20:27,609
为什么我说这个呢？因为通胀会上升

600
00:20:27,609 --> 00:20:29,250
这是他们处理债务的唯一途径

601
00:20:29,250 --> 00:20:30,609
当通胀上升时

602
00:20:30,609 --> 00:20:31,670
你的工资会下降

603
00:20:31,670 --> 00:20:32,329
你的储蓄

604
00:20:32,329 --> 00:20:32,890
也会缩水

605
00:20:32,890 --> 00:20:36,420
债券也会贬值，这很糟糕

606
00:20:36,420 --> 00:20:36,980
所以

607
00:20:36,980 --> 00:20:37,980
我们该怎么办

608
00:20:37,980 --> 00:20:38,140
嗯

609
00:20:38,140 --> 00:20:39,160
我们可以做很多

610
00:20:39,160 --> 00:20:41,529
因为会有大量人在这轮市场周期中

611
00:20:41,529 --> 00:20:43,910
变得非常富有

612
00:20:43,910 --> 00:20:45,849
有很多人会进行投资

613
00:20:45,849 --> 00:20:49,409
远超通胀的增长

614
00:20:49,409 --> 00:20:51,788
他们将坐游艇和快艇

615
00:20:51,788 --> 00:20:53,009
在纳拉甘西特岛

616
00:20:53,009 --> 00:20:54,328
享受美好夏日

617
00:20:54,328 --> 00:20:57,900
你可以参与相同的策略

618
00:20:57,900 --> 00:20:59,319
因为其实并不复杂

619
00:20:59,319 --> 00:21:02,950
总有一种假设是你了解华尔街的人

620
00:21:02,950 --> 00:21:04,670
大概在我身后的某个地方

621
00:21:04,670 --> 00:21:06,679
就在那个大致方向

622
00:21:06,679 --> 00:21:08,719
那些人比你聪明得多

623
00:21:08,719 --> 00:21:10,199
显然你还没遇到过他们

624
00:21:11,278 --> 00:21:11,618
嗯

625
00:21:11,618 --> 00:21:12,259
我觉得

626
00:21:12,259 --> 00:21:15,630
改善我们所有人生活的最佳切入点

627
00:21:15,630 --> 00:21:18,890
就是提升管理金钱的技能

628
00:21:18,890 --> 00:21:21,069
但这听起来不够性感

629
00:21:21,069 --> 00:21:21,869
但你知道吗

630
00:21:21,869 --> 00:21:22,869
这比打工更好

631
00:21:22,869 --> 00:21:27,160
多干二十小时每周或再多五年延长退休

632
00:21:27,160 --> 00:21:29,980
或者任何情况都更好

633
00:21:29,980 --> 00:21:32,279
让现有资金更负责任地运作

634
00:21:32,279 --> 00:21:34,220
以减少大幅回撤的方式

635
00:21:34,220 --> 00:21:36,759
让你不会在黄金上亏损20%

636
00:21:36,759 --> 00:21:38,099
因为你买在了最高点

637
00:21:38,099 --> 00:21:39,000
这是自然的

638
00:21:39,000 --> 00:21:39,920
这是人性

639
00:21:39,920 --> 00:21:42,000
嗯，恐惧错失机会（FOMO）很严重

640
00:21:42,000 --> 00:21:44,000
但这也是可以避免的

641
00:21:44,000 --> 00:21:45,759
我相信我能教你这个

642
00:21:45,759 --> 00:21:47,799
我能在两小时内教你很多

643
00:21:47,799 --> 00:21:49,690
如果你周六自行行动

644
00:21:49,690 --> 00:21:50,250
正如我说的

645
00:21:50,250 --> 00:21:50,990
如果你这样做

646
00:21:50,990 --> 00:21:53,089
点击下方链接立即行动

647
00:21:53,089 --> 00:21:54,549
在评论区出现

648
00:21:54,549 --> 00:21:56,289
但让我告诉你另一个

649
00:21:56,289 --> 00:21:58,589
这里非常重要的拼图碎片

650
00:21:58,589 --> 00:21:59,670
人们很少谈论

651
00:21:59,670 --> 00:22:02,150
世界黄金存放在哪里

652
00:22:02,150 --> 00:22:03,890
指实物黄金

653
00:22:03,890 --> 00:22:06,769
不是漫画里的虚构

654
00:22:06,769 --> 00:22:08,409
黄金存放在哪里

655
00:22:08,409 --> 00:22:10,888
当一个国家说拥有黄金储备

656
00:22:10,888 --> 00:22:13,888
并不意味着议会大厦下有金库

657
00:22:13,888 --> 00:22:17,539
大部分国家几十年来都是如此

658
00:22:17,539 --> 00:22:21,180
黄金存放在少数西方国家

659
00:22:21,180 --> 00:22:22,640
英格兰银行和伦敦

660
00:22:22,640 --> 00:22:23,460
曾保管过

661
00:22:23,460 --> 00:22:25,140
纽约联邦储备银行窃取了

662
00:22:29,059 --> 00:22:30,940
也在瑞士

663
00:22:30,940 --> 00:22:33,839
这些是世界的保险箱

664
00:22:33,839 --> 00:22:35,779
全世界都信任它们

665
00:22:35,779 --> 00:22:36,940
把你的黄金存入我们

666
00:22:36,940 --> 00:22:37,599
这很安全

667
00:22:37,599 --> 00:22:39,599
我们拥有完美的记录

668
00:22:39,599 --> 00:22:41,599
但此刻正在发生重大变化

669
00:22:41,599 --> 00:22:42,640
当我看到这些数据时

670
00:22:42,640 --> 00:22:43,359
说实话

671
00:22:43,359 --> 00:22:45,839
后颈的毛发都竖了起来

672
00:22:45,839 --> 00:22:51,190
因为各国在过去一年内正将黄金转移回国

673
00:22:58,880 --> 00:23:01,779
这相当于正常情况的十倍之多

674
00:23:01,779 --> 00:23:03,880
瑞士国家银行

675
00:23:03,880 --> 00:23:07,549
世界黄金的首选保管方

676
00:23:07,549 --> 00:23:12,000
他们的金库容量在一年内减半

677
00:23:12,000 --> 00:23:13,920
真正奇怪的是

678
00:23:13,920 --> 00:23:14,819
嗯

679
00:23:14,819 --> 00:23:16,799
我身后有只松鼠啊

680
00:23:16,799 --> 00:23:18,480
你能看到我的小松鼠朋友吗

681
00:23:18,480 --> 00:23:19,519
你能看到它吗

682
00:23:19,519 --> 00:23:21,400
他在右后方对吧

683
00:23:21,400 --> 00:23:22,480
不过它就在那里某个地方

684
00:23:22,480 --> 00:23:23,240
非常可爱

685
00:23:23,240 --> 00:23:24,339
那个圆滚滚的小家伙

686
00:23:24,339 --> 00:23:24,599
总之

687
00:23:24,599 --> 00:23:28,720
我们暂停这个重要金融教育节目，说说松鼠

688
00:23:33,460 --> 00:23:34,599
它们如何存放黄金

689
00:23:34,599 --> 00:23:36,039
他们根本没透露

690
00:23:36,039 --> 00:23:37,039
这很正常

691
00:23:37,039 --> 00:23:38,980
当人们不告诉你钱在哪

692
00:23:38,980 --> 00:23:40,160
说明问题

693
00:23:40,160 --> 00:23:43,220
他们在刻意保密

694
00:23:43,220 --> 00:23:47,890
没错，当俄罗斯入侵乌克兰时

695
00:23:47,890 --> 00:23:49,049
世界震惊不已

696
00:23:49,049 --> 00:23:51,789
西方盟友决定打击俄罗斯

697
00:23:51,789 --> 00:23:52,869
不是用炸弹

698
00:23:52,869 --> 00:23:53,829
而是用资金

699
00:23:53,829 --> 00:23:54,569
美国

700
00:24:00,920 --> 00:24:02,279
直接封存起来

701
00:24:02,279 --> 00:24:04,130
俄罗斯无法动用这些资金

702
00:24:06,529 --> 00:24:07,650
我可以肯定

703
00:24:09,529 --> 00:24:13,630
如果美国能冻结俄罗斯资产

704
00:24:13,630 --> 00:24:15,069
他们也能冻结我的

705
00:24:15,069 --> 00:24:15,869
突然间

706
00:24:15,869 --> 00:24:18,589
将黄金存放在伦敦、纽约或瑞士

707
00:24:18,589 --> 00:24:19,589
不再安全了

708
00:24:19,589 --> 00:24:22,569
所以你要怎么藏在自家地下室

709
00:24:22,569 --> 00:24:24,049
难道他们冻结不了

710
00:24:24,049 --> 00:24:24,670
现在它就是你的了

711
00:24:24,670 --> 00:24:25,950
没有人能触及它

712
00:24:25,950 --> 00:24:27,490
但除非他们入侵你

713
00:24:27,490 --> 00:24:28,279
嗯

714
00:24:28,279 --> 00:24:30,119
这不是关于投资回报

715
00:24:30,119 --> 00:24:31,460
这是关于主权

716
00:24:31,460 --> 00:24:34,199
国家安全对资产的控制

717
00:24:34,199 --> 00:24:35,999
这对你们意味着什么

718
00:24:35,999 --> 00:24:36,378
你知道的

719
00:24:36,378 --> 00:24:37,598
普通投资者

720
00:24:37,598 --> 00:24:39,159
比如想早点退休

721
00:24:39,159 --> 00:24:40,700
我想过更好的生活

722
00:24:40,700 --> 00:24:42,559
这意味着我们进入了一个新世界

723
00:24:42,559 --> 00:24:43,640
我们正走向一个

724
00:24:43,640 --> 00:24:47,420
没有全球所有人信任的单一金融体系

725
00:24:47,420 --> 00:24:50,759
我们将进入竞争性金融区块

726
00:24:50,759 --> 00:24:54,630
美国及其盟友或附属国

727
00:24:54,630 --> 00:24:55,869
比如英国

728
00:24:55,869 --> 00:24:56,309
啊

729
00:24:56,309 --> 00:24:56,789
抱歉各位

730
00:24:56,789 --> 00:24:57,869
我总拿你们开玩笑

731
00:24:57,869 --> 00:24:58,910
但这确实是真的

732
00:24:58,910 --> 00:24:59,819
如果你仔细看看

733
00:24:59,819 --> 00:25:00,759
有中国

734
00:25:00,759 --> 00:25:01,720
嗯

735
00:25:01,720 --> 00:25:02,140
印度

736
00:25:02,140 --> 00:25:02,880
有俄罗斯

737
00:25:02,880 --> 00:25:03,220
还有

738
00:25:03,220 --> 00:25:03,500
还有你知道的

739
00:25:03,500 --> 00:25:04,279
其他地方

740
00:25:04,279 --> 00:25:07,529
这些国家都在购买什么资产

741
00:25:07,529 --> 00:25:08,849
因为他们彼此不信任

742
00:25:08,849 --> 00:25:12,230
在每个国家、每个体系、每种货币中都有价值且不可冻结

743
00:25:13,619 --> 00:25:14,059
是的

744
00:25:14,059 --> 00:25:14,660
没错

745
00:25:14,660 --> 00:25:15,900
但在下方评论区

746
00:25:15,900 --> 00:25:16,980
就是黄金

747
00:25:16,980 --> 00:25:17,380
没错

748
00:25:17,380 --> 00:25:18,920
没有对手方风险

749
00:25:18,920 --> 00:25:21,119
不依赖美国对你友好

750
00:25:21,119 --> 00:25:23,589
不依赖你与

751
00:25:23,589 --> 00:25:24,250
你知道的

752
00:25:24,250 --> 00:25:24,930
那个

753
00:25:24,930 --> 00:25:26,430
欧洲社会主义共和国

754
00:25:26,430 --> 00:25:27,109
就是黄金

755
00:25:27,109 --> 00:25:27,789
就是实物

756
00:25:27,789 --> 00:25:28,269
是真实的

757
00:25:28,269 --> 00:25:28,980
属于你

758
00:25:28,980 --> 00:25:30,339
这就是人们购买它的原因

759
00:25:30,339 --> 00:25:33,420
这也是为什么我遇到的许多个人黄金投资者

760
00:25:33,420 --> 00:25:34,480
这就是他们购买它的原因

761
00:25:34,480 --> 00:25:35,680
甚至不是作为投资

762
00:25:35,680 --> 00:25:38,279
只是作为一种保险政策

763
00:25:38,279 --> 00:25:41,160
没错，这就是世界上最保守的资金管理者

764
00:25:41,160 --> 00:25:43,869
那些负责保护国家财富的人

765
00:25:43,869 --> 00:25:44,829
这是在对你说

766
00:25:44,829 --> 00:25:45,829
他们接下来要做什么

767
00:25:45,829 --> 00:25:47,730
但房间里有一头大象

768
00:25:47,730 --> 00:25:48,950
它叫做人工智能

769
00:25:48,950 --> 00:25:52,210
因为华尔街每个分析师都必须有AI布局

770
00:25:52,210 --> 00:25:53,789
每个基金经理都在谈论

771
00:25:53,789 --> 00:25:56,599
你知道今年最热门的投资故事

772
00:25:56,599 --> 00:25:59,309
但有件事应该让你暂停思考

773
00:25:59,309 --> 00:26:01,190
每个时代都有这样的故事

774
00:26:01,190 --> 00:26:02,670
在这个故事里你不可能输

775
00:26:02,670 --> 00:26:04,190
所以你必须参与这个故事

776
00:26:04,190 --> 00:26:06,679
它们遵循非常相似的模式

777
00:26:06,679 --> 00:26:07,598
在19世纪

778
00:26:07,598 --> 00:26:08,878
是铁路

779
00:26:08,878 --> 00:26:11,888
革命性技术塑造了美国

780
00:26:11,888 --> 00:26:14,209
大多数铁路公司破产了

781
00:26:14,209 --> 00:26:14,608
现在

782
00:26:14,608 --> 00:26:16,788
真正赚到钱的是摩根

783
00:26:16,788 --> 00:26:20,069
因为他们以极低价格收购铁路资产

784
00:26:20,069 --> 00:26:21,109
接着是互联网

785
00:26:21,109 --> 00:26:23,029
人人都知道互联网能改变一切

786
00:26:23,029 --> 00:26:23,890
他们是对的

787
00:26:23,890 --> 00:26:24,569
确实如此

788
00:26:24,569 --> 00:26:25,909
我们今天才能存在

789
00:26:25,909 --> 00:26:28,869
但买入纳斯达克峰值的投资者

790
00:26:28,869 --> 00:26:30,690
纳斯达克暴跌78%

791
00:26:30,690 --> 00:26:33,190
花了15年才恢复

792
00:26:33,190 --> 00:26:35,589
即使是真正技术

793
00:26:35,589 --> 00:26:38,009
投资回报并不真实

794
00:26:38,009 --> 00:26:44,019
因为技术改变世界与股票价格高低有区别

795
00:26:44,019 --> 00:26:45,940
我不是说AI明天会崩盘

796
00:26:45,940 --> 00:26:48,259
我说的是当前股票估值

797
00:26:48,259 --> 00:26:48,720
处于

798
00:26:48,720 --> 00:26:52,509
过去百年仅出现过几次的水平

799
00:26:52,509 --> 00:26:56,130
我们支付了历史上常以惨败告终的价格

800
00:26:56,130 --> 00:26:58,849
而且大量AI投入依赖债务

801
00:26:58,849 --> 00:27:01,930
公司借贷数千亿

802
00:27:01,930 --> 00:27:04,470
并希望立即见效

803
00:27:08,079 --> 00:27:12,099
80%表示没有增加股票配置计划

804
00:27:12,099 --> 00:27:13,779
这些人不买股票

805
00:27:13,779 --> 00:27:15,099
也不买AI股票

806
00:27:15,099 --> 00:27:17,059
现在开始买黄金

807
00:27:17,059 --> 00:27:18,539
并不意味着黄金会

808
00:27:18,539 --> 00:27:20,099
下月涨百分之百

809
00:27:20,099 --> 00:27:20,539
不

810
00:27:20,539 --> 00:27:21,299
不是这样的

811
00:27:21,299 --> 00:27:23,039
这里有很多因素需要考虑

812
00:27:23,039 --> 00:27:23,380
是的

813
00:27:25,420 --> 00:27:26,759
但他们也是我们的朋友

814
00:27:26,759 --> 00:27:27,940
我们的对冲基金交易员

815
00:27:27,940 --> 00:27:29,599
我们的漫画交易员等等

816
00:27:29,599 --> 00:27:33,319
最终谁将控制短期走势

817
00:27:33,319 --> 00:27:34,799
甚至中期走势

818
00:27:34,799 --> 00:27:37,160
黄金价格和白银价格等等

819
00:27:37,160 --> 00:27:39,000
这就是世界的运作方式

820
00:27:39,000 --> 00:27:40,319
所以我不是让你抛售一切

821
00:27:40,319 --> 00:27:40,839
自行车金条

822
00:27:40,839 --> 00:27:42,279
我并没有让你做任何事

823
00:27:42,279 --> 00:27:44,398
变得极其不负责任啊

824
00:27:46,259 --> 00:27:47,719
因为他们可以印更多钞票

825
00:27:47,719 --> 00:27:50,929
我只是想给你一个简单框架思考

826
00:27:50,929 --> 00:27:53,949
为什么你要持有黄金

827
00:27:53,949 --> 00:27:56,189
这是你需要再次回答的问题

828
00:27:56,189 --> 00:27:58,449
下方文档将帮助你解答

829
00:27:58,449 --> 00:28:00,528
然后你需要选择持有方式

830
00:28:00,528 --> 00:28:01,528
有三种选项

831
00:28:01,528 --> 00:28:03,929
有实物ETF

832
00:28:03,929 --> 00:28:05,659
黄金矿业公司

833
00:28:05,659 --> 00:28:08,459
我们去年从黄金矿业公司赚了很多钱

834
00:28:08,459 --> 00:28:10,538
从四月开始看图表

835
00:28:10,538 --> 00:28:12,818
从八月开始我们在黄金上赚了很多

836
00:28:12,818 --> 00:28:13,880
非常漂亮

837
00:28:13,880 --> 00:28:16,440
但我们卖掉了黄金矿业股票

838
00:28:16,440 --> 00:28:18,549
因为我们获利了

839
00:28:18,549 --> 00:28:19,809
然后资金撤离了

840
00:28:19,809 --> 00:28:21,430
我们带着资金离开

841
00:28:21,430 --> 00:28:24,159
然后想想你在保护什么

842
00:28:24,159 --> 00:28:26,318
如果你担心美元贬值

843
00:28:26,318 --> 00:28:28,338
如果你担心股市崩盘

844
00:28:28,338 --> 00:28:30,359
如果你担心整个世界

845
00:28:30,359 --> 00:28:32,079
你在购买保险

846
00:28:32,079 --> 00:28:35,190
但你需要它来维持生活吗

847
00:28:35,190 --> 00:28:35,529
我说啊

848
00:28:35,529 --> 00:28:36,730
你需要卖出部分吗

849
00:28:36,730 --> 00:28:38,470
你需要多高的流动性

850
00:28:38,470 --> 00:28:39,690
你的时间跨度是多少

851
00:28:39,690 --> 00:28:40,089
这点小事

852
00:28:40,089 --> 00:28:41,210
这非常重要

853
00:28:41,210 --> 00:28:43,460
然后去网站分配配置

854
00:28:43,460 --> 00:28:44,220
嗯

855
00:28:44,220 --> 00:28:47,638
传统投资理论是黄金占5%到10%

856
00:28:47,638 --> 00:28:49,699
现在有些人提高了这个比例

857
00:28:49,699 --> 00:28:51,519
如果你对黄金完全没有接触

858
00:28:51,519 --> 00:28:52,949
或许值得关注一下

859
00:28:52,949 --> 00:28:55,068
但它是一项非常非常长期的资产

860
00:28:55,068 --> 00:28:57,709
可能会在多年间持续跑输市场

861
00:28:57,709 --> 00:28:58,628
因为它没有收益

862
00:28:58,628 --> 00:28:59,749
所以不生产芯片

863
00:28:59,749 --> 00:29:00,808
不做任何令人兴奋的事

864
00:29:00,808 --> 00:29:02,650
真正吸引头条新闻

865
00:29:02,650 --> 00:29:06,279
直到华尔街资金决定要买入

866
00:29:06,279 --> 00:29:08,640
我们正处在我喜欢买入这类资产的时机

867
00:29:08,640 --> 00:29:09,809
至少目前是负数

868
00:29:09,809 --> 00:29:12,009
所以我们学到了正确框架

869
00:29:12,009 --> 00:29:13,490
回调只是噪音

870
00:29:13,490 --> 00:29:14,930
投机者已撤离

871
00:29:14,930 --> 00:29:16,859
结构性需求依然存在

872
00:29:16,859 --> 00:29:19,259
但这仍意味着黄金可能下跌

873
00:29:19,259 --> 00:29:20,799
听起来令人沮丧

874
00:29:20,799 --> 00:29:25,200
如果你想真正掌握这个框架和更多细节

875
00:29:25,200 --> 00:29:26,640
以便做出更好决策

876
00:29:26,640 --> 00:29:27,960
无论你是否知道

877
00:29:27,960 --> 00:29:31,099
我告诉你当天的想法

878
00:29:31,099 --> 00:29:32,989
那就加入我周六的活动

879
00:29:32,989 --> 00:29:35,489
我们将在纽约举办特别环节

880
00:29:35,489 --> 00:29:36,669
就在我要登机前

881
00:29:36,669 --> 00:29:38,430
因为我认为现在的情况

882
00:29:38,430 --> 00:29:39,450
人们非常困惑

883
00:29:39,450 --> 00:29:40,829
本周我也遇到了一些人

884
00:29:40,829 --> 00:29:42,670
大家纷纷表示

885
00:29:42,670 --> 00:29:43,990
世界变了我该怎么办

886
00:29:43,990 --> 00:29:44,670
我感到困惑

887
00:29:44,670 --> 00:29:45,869
我需要一个计划

888
00:29:45,869 --> 00:29:52,130
周六在felixfriends.org获取计划

889
00:29:52,130 --> 00:29:53,849
抱歉在ninetyday

890
00:29:53,849 --> 00:29:54,890
playbook.org

891
00:29:54,890 --> 00:29:56,170
领取免费门票

892
00:29:56,170 --> 00:29:58,890
我将享受这座美丽城市

893
00:29:58,890 --> 00:30:01,049
必须说纽约被低估了

894
00:30:01,049 --> 00:30:01,569
嗯

895
00:30:01,569 --> 00:30:02,329
非常不公平

896
00:30:02,329 --> 00:30:03,230
我原本以为

897
00:30:03,230 --> 00:30:03,710
嗯

898
00:30:03,710 --> 00:30:04,730
这座城市会

899
00:30:04,730 --> 00:30:05,190
你知道的

900
00:30:05,190 --> 00:30:06,569
堆满垃圾

901
00:30:06,569 --> 00:30:09,599
每条街都有想杀你的人

902
00:30:09,599 --> 00:30:10,660
完全相反

903
00:30:10,660 --> 00:30:11,039
确实如此

904
00:30:11,039 --> 00:30:11,920
它绝对美丽

905
00:30:11,920 --> 00:30:12,960
人们很友善

906
00:30:12,960 --> 00:30:13,539
嗯

907
00:30:13,539 --> 00:30:16,650
除了那些似乎需要情绪管理的半数人

908
00:30:16,650 --> 00:30:17,210
呃

909
00:30:17,210 --> 00:30:18,450
不过这也挺有趣的

910
00:30:18,450 --> 00:30:19,250
这简直太神奇了

911
00:30:19,250 --> 00:30:20,369
天气真是宜人

912
00:30:20,369 --> 00:30:22,170
我们这里将有一个美好的日子

913
00:30:22,170 --> 00:30:24,039
纽约这几天真是美好

914
00:30:24,039 --> 00:30:24,759
好好享受吧

915
00:30:24,759 --> 00:30:25,720
多吃点东西

916
00:30:25,720 --> 00:30:26,400
买些东西

917
00:30:26,400 --> 00:30:28,839
你知道要帮助提振经济

918
00:30:28,839 --> 00:30:29,740
看来你需要这样做

919
00:30:29,740 --> 00:30:32,079
祝你取得巨大成功

920
00:30:32,079 --> 00:30:33,819
希望周六能见到你

921
00:30:33,819 --> 00:30:35,359
如果我要见到你的话

922
00:30:35,359 --> 00:30:36,400
在评论区出现吧

923
00:30:36,400 --> 00:30:42,099
十一号八月是最危险的股市交易日

924
00:30:42,099 --> 00:30:44,920
大多数人对此一无所知

925
00:30:44,920 --> 00:30:49,299
华尔街正在与客户分享这项研究

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