Txog ib xyoos tom qab raug kev twv saib xyuas pib ntawm kev sib tsoo loj hauv kev lag luam thoob ntiaj teb, billionaire investor Chamath Palihapitiya hais tias lwm qhov kev hloov pauv zoo li tab tom pib.
Nyob rau hauv ib tsab tshiab ntawm All-In Podcast, Palihapitiya hais tias cov tub ua lag luam ntse nrog cov peev nyiaj loj tau rov nkag mus rau hauv kev lag luam, thiab lub voj voog no yog nyob rau hauv tus txheej txheem ntawm kev tawm hauv qab.
"Thaum koj muaj cov qauv ntawm kev muag, feem ntau raws li kuv tau pom nws, kuv qhov kev paub yog qhov pib nws yog cov algorithms uas tiag tiag pib thawb lub khw hauv kev coj ua. Tom qab ntawd koj muaj ntau cov nyiaj txiag complexes, uas yog cov nyiaj txiag hedge thiab ntev-tsuas yog, lawv ua raws. Thiab tom qab ntawd cov pab pawg kawg yog cov khw muag khoom [cov tub lag luam]. Thiab nws ua hauj lwm nyob rau hauv thim rov qab txoj kev thiab.
[Cov khw muag khoom lag luam] yog cov muag khoom tam sim no, tab sis dua qhov no yog qhov chaw tsim peev tam sim no tab tom nrhiav hauv qab.
Ib zaug ntxiv, thaum koj pib tsuas yog xav txog kev xav ntawm kev xa xov xwm tsis zoo tom qab xov xwm phem, koj mus dhau lub voj voog, txoj cai? Muaj kev tsis lees paub. Muaj kev npau taws. Muaj kev nyuaj siab. Muaj kev sib tham. Tab sis tom qab ntawd ntawm qee lub sijhawm muaj kev lees paub. Thiab nyob rau theem kev lees paub koj zoo li, 'Yog, koj hais yog lawm. Tej yam phem.' Tab sis thaum koj pom kev lag luam tawm mus rau hauv [CPI] luam tawm nws yog qhov txaus nyiam tiag tiag ntawm kev xav txog kev xav hloov pauv ...
Kuv xav tias txoj kev xav txog nws yog qhov no muab Fed daws qhov nws xav tau. Nws yuav ua dua 75 [point rate hike]. Tej zaum nws yuav mus rau lwm qhov 75 [point rate hike]. Peb yuav muaj tus nqi los ntawm 4% mus rau 4.50% mus rau 5% tej zaum nyob rau hauv Q1, uas txhais tau tias yog koj tab tom sim xyuas seb qhov twg hauv qab, nws yog tam sim no roughly.
Yog li ntawd yog vim li cas koj pom cov nyiaj ntse tuav cov khoom no tawm thiab pib nkag mus rau hauv kev ua lag luam. "
Lub vaj huam sib luag All-In taw qhia rau ib tsab xov xwm hauv Phab ntsa Street Journal uas hais tias muaj ntau lub tuam txhab lag luam loj xws li Sequoia Capital thiab Andreessen Horowitz tam sim no nqis peev hauv cov tuam txhab thev naus laus zis pej xeem.
Palihapitiya ceeb toom tias lwm qhov kev txav mus rau qhov kev poob qis yog ib txwm ua tau, tab sis nws taw qhia rau cov txheeb ze lub zog ntawm cov tuam txhab thev naus laus zis zoo li Apple ua lub cim qhia tias kev lag luam hloov mus ntsiag to.
“Txhua lub sijhawm tib neeg yuav tsum ua pov thawj tias feem ntau ntawm cov xov xwm [tsis zoo] yog tom qab lawv, lawv coj thiab lawv siv qhov ntawd los ua qhov laj thawj yuav. Yog li ntawd yog tus naj npawb ib, uas yog hais tias peb yog cov nyob ze qhov kawg.
Qhov thib ob, txawm li cas los xij, yog tias peb pom lwm ceg qis, tsuas muaj ib lub tuam txhab koom nrog uas tsis tau raug ntaus tiag tiag. Nws yog Microsoft, Amazon, Apple thiab Google. Qhov ntawd yog nws. Txawm tias Facebook tam sim no tau muab tso rau hauv lub thoob ntawm txhua tus neeg uas peb tau raug tsoo 60%, 70%, 80% hauv cov tuam txhab.
Yog li ntawd txhais li cas? Zoo, cov tuam txhab plaub tam sim no tau raug txheeb xyuas qhov lawv yuav yog, uas hauv kev peev nyiaj txiag hu ua kev khwv nyiaj dhau. Lawv tau nyiaj ntau dua li peb xav tias tsim nyog…
Kuv xav tias nws txhais tau li cas yog cov tuam txhab no yuav kos ib txoj kab nyuaj hauv cov xuab zeb thiab hais tias, 'Peb tsis tau nyiaj ntau dhau. Tsis txhob tso tseg cov khoom no.' Qhov ntawd, dua, yuav pab muab tso rau hauv qab hauv khw muag khoom. "
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Tsis kam lees: Lub tswvyim los ntawm Lub Hnub Hodl tsis yog kev tawm tswvyim rau peev. Cov tub ua lag luam yuav tsum ua lawv txoj kev mob siab rau ua ntej ua ib qho kev pheej hmoo siab nqis peev hauv Bitcoin, cryptocurrency los yog cov cuab tam digital. Thov qhia rau koj tias kev hloov tsheb thiab kev ua lag luam yog koj li kev pheej hmoo, thiab ib qho poob twg koj tuaj yeem yog koj lub luag haujlwm. Lub Hnub Hodl tsis pom zoo kom yuav lossis muag ib qho cryptocurrencies lossis digital cov cuab tam, tsis yog Lub Hnub Hodl tus kws tshaj lij pabcuam kev nqis peev. Thov nco ntsoov tias Lub Hnub Hodl koom nrog kev koom ua lag luam.
Cov Duab Tshwj Xeeb: Shutterstock/Alberto Andrei Rosu
Tau qhov twg los: https://dailyhodl.com/2022/10/17/after-accurately-forecasting-2022-collapse-billionaire-chamath-palihapitiya-says-smart-money-is-buying-as-psychological-turning-point- tuaj txog/