Hello, this is Joe Cho. Hello, this is Alex. Hello, everyone. Father, have you been well? IVE's album has been released, so my mood has improved. I have to go to a fan signing event this weekend. Oh, do you know about fan signings? Fan signings... what are fan signings? Oh, fan signings. Finally, a word I know came up. But that lucky draw, I thought it was for buying shoes. No, at a pop-up store or somewhere like that, if you buy the album there, they give you a special chance to press a button that only works at that time, and you can get a photo card. You can get one or two more of them. So, I waited for six hours. It's not for nothing that I say I'm a fan of IVE. How about getting an autograph from Stacey instead of IVE's autograph? Oh, that's not really necessary. Did you reveal your portfolio again last time? Oh, right. But I think that portfolio will be quite nice. Right?

Once I mentioned Tesla back then, but I said, Do you know about Death Valley? Maybe you wonder what the point is, but I'm getting to the point. So, when it reaches this point, if it jumps, it goes up by 300% to 500%. But both of them laughed, a really big laugh. They laughed a lot. But it went up. That became a holy place. From the moment I said that in the video, it increased by 10%, so I clashed with Tesla and Park. So, don't underestimate me. Anyway, my portfolio was highlighted. So, how amazing are the portfolios of these two people that they ignore me like that? I recently went to Hungry Radio, and there are always questions like this. Honestly, if there's something I'm interested in, I'd like to talk about it. First of all, before I speak, what field is popular these days?

Do you think it's good to match opinions once? I might dislike it when I talk, oh my, honestly, let's be honest. Inverse, right? I just mentioned it. Sodol, ah, in this situation, if you like inverse, what's wrong with that? It's not always inverse, the timing is not good. Nasdaq is a bust for me. If you ask me in May, I can only say to sell, of course. Because, Se-mae, have you heard of Se? For those who have time, if you look at the monthly chart of Wall Street in May, the closing price at the end of April is always higher than at the end of May, not always, but there is a very high probability. But now, as it starts to enter, the good months to sell stocks are May, then June, and then July. And September, October, November are also good months to sell. I'm sorry for January, February, March, but who's the fool? Seriously, saying that just recently...

I did F. Powell, who is an analyst. It's quite significant in terms of policy. In the policy area, for a moment, there was a rumor that there was some kind of consensus. Even if you hear it for the first time, if he drinks, it's significant. Anyway, Powell said he won't stop or raise interest rates now. But what he actually said is that he won't lower them immediately. Since he said he won't lower them immediately, the stocks didn't go down, so you could go long. It seems like the market took it that way. Since he said he won't raise them, everyone went long. But that day, when I was at the FMC, Powell was sweating, looking at every wrinkle. But strangely, around the end of the press conference that day, the yen surged. Oh, the yen got stronger all of a sudden. It's amazing, isn't it? Why? Look it up. What happens when the yen gets stronger? Carry trade.

Traders are having a conversation. Why did the encarri trade suddenly come out? Don't ask me about Nate. Ask me about sleep. What I mean is, the safe assets have become stronger. It's about risky assets like stocks. They are shorting. They want to make a profit now, right? Exactly, exactly. When will the longs come? In September. Ah, September 5, 6, 7, 8, so September. Because in September, institutional investors chasing profitability are abundant. Ah, but isn't this somewhat reasonable? I planned to make 10%. What's the point? Because in the fourth quarter, you can collect money again. Buy in September and sell on September 30th. There's a strategy, too. It's very advanced information. I have a friend, an analyst. But he keeps writing stuff like this in the reports. While looking at this, what is this? Hmm, written by someone alone.

Are you going to 5, 6, 7? So, do you have any sectors you are interested in other than shorting? Still, it seems good. AI, AI, it's not bad. But when I look at it, trading in Asia is fine. Except for China, the countries in Asia... like Korea and Japan. Especially Japan, I like Japan. This friend here is in charge of Asia trade, right? Not the head of trade, right? But the head is a bit hesitant to speak. It's okay, it's okay, you have to speak. You can't just keep it to yourself. It's okay for a country to be good. I have to live too. But about Asian trade, what I mentioned earlier... Actually, I don't really like Japan, but Japan is not bad. Actually, not long ago, I started investing in Nikkei, a macro investment. Oh, a new professional movie is coming out. I learned from these two.

So, I invested in the Nike index. As it was going like this, it went down again. Oh, I entered there again. But it's strange. It's amazing. In my case, I'm interested in energy. Petroleum is also energy because it symbolizes inflation too much. It helps to control it a bit because it's like a cafe. I did a portfolio analysis once a quarter. I come out once a quarter and see how the portfolio changes. So, I have to buy accordingly. If I do, I'll be late. It's once a quarter, so if I follow, I'll buy late. Apple is about 40%, finance is about 10%, and comprehensive companies are currently about 6%. Apple seems to be cutting-edge in my opinion, and finance and food...

I think I caught it first. I feel like I caught it with the sense that it won't fail at least. It feels like a safe asset, with a sense of safety, a bit of dividends, and it seems like they may have made a bet, isn't it related to energy? I used to be a commodities analyst too, you know. It's fascinating, right? It keeps coming out like waves. It's really strange. It's a dinosaur object, right? Then there's a theory. I have a theory about this. The theory of soap comes in and out. I actually think about it quite seriously. I'm not trying to be funny. I'm serious and sticky, you know what I mean? It's a bit like garbage, isn't it? I can say weird things, right? I knew it would be like this. Water for public use in a car. Why do they inject so much black stuff into the earth like UFOs? Because it's garbage, that's why they pour it where they live.

It's too dirty. Humans discard it and use humans. Instead of coming all the way to Earth and dumping it, just throw it into space. So, when I was young, I used to think about UFOs. But these days, my thoughts have changed. Oh, they changed again. As I study quantum physics, those UFOs are the future of humanity. They also have ESG there. They gather their carbon and store it. Your imagination is impressive. There is an entropy issue, so they send it to another dimension or to the past. Time machines are easy in quantum physics. Because we need oil, but to them, it's a gift. We burn it, and ESG goes back there. It's an industry, living and eating together. So, I have a question. Why did they bury it in the Middle East of all places? Isn't it strange? Why not Tokyo? Why not New York?

I am a person, so it's hard to eat with a lot of people, so I only go when there are no people. So, there, the waste might not be good, so that's what I'm doing. If I sincerely talk, I think I will do that if I am a future human. Our team leaders are still in alternative energy. I would just use dinosaur rotten water. Rather than this opinion, it seems that dinosaur rotten water might be a bit better. But what kind of dinosaur, some become fossils, and some become fossil fuels. I will change it to tree salt water. When you look at Warren Buffett's portfolio, one side is in oil, like Chevron, which can be considered legacy, and then on the other side, it goes into minerals. Oh, really? They are opposite each other, and now the era of minerals is coming. They say a lot of things like that, that we are moving towards the mineral era from the fossil fuel era, the era of electricity, electric cars.

As the times change, a lot of minerals are used when making batteries. So, when making a motto, many minerals are used. Looking at Buffett's portfolio, it seems like he believes that both sides will rise at the same time, and that's why we were just talking about a Japanese conglomerate. In our country, we also had conglomerates in the past. Right, that's not it. It was mentioned in Misaeng. In the past, in Korea, there were well-known conglomerates. There were quite a few companies within the group that were responsible for exports because back then, exports were a very specialized field. They were handled within the group. Who is now performing that role? Each one is doing it. Well then, let's continue.

Since they have various abilities, the gap in the amount of water consumption is decreasing. So, in our country, it has decreased quite a lot. Japan has also decreased. They have focused on raw materials, such as comprehensive trading companies investing in things like copper. In Japan, they have invested a lot in minerals over a long period. Looking at it comprehensively, while comprehensive trading companies in Korea have made a lot of efforts, in Japan, comprehensive trading companies play that role. It's a bit envious. Frankly, if we had made such long-term investments in minerals like Japan, who would have known that minerals would be so valuable these days? As a result, nowadays, comprehensive trading companies are much faster in terms of network icons. Why did Russia, Yeltsin, Yeltsin, die, right? The Japanese leaders.

I know what conglomerates are. Just being a conglomerate isn't enough. Oh, I see. So, should we become a conglomerate like Chinese people, who look like they're tough to deal with but actually, we need to break through to do business? In that case, I will go to the regional office with a mindset of sacrificing for the company. It's fine for you to go to Central Africa for mineral resources. It's good, it's good. Minerals are good. You can go to the local area of African minerals. Then our CEO, to the extent of North Korea, will focus on minerals. So, we have to invest in Warren Buffett's portfolio. When investing there, bonds were issued in Japan. Japan's interest rate is 0, so when bonds are issued, it's almost like 1 or 2%. And we bought stocks with high dividends. In short, I...

It costs 2% to go, and Japanese comprehensive companies, for example, give dividends of 3 to 4%, so you can just sit still and eat the gap. And there are companies in the energy sector, like Chevron, which have traditional chemical rates, right? Or minerals, like Japanese comprehensive companies, I see that as creating synergy as an alpha. In terms of Warren Buffett's portfolio, I used to think of it as an area for short-term higher returns, but Warren Buffett himself says no. So what I mean is, I talk about it like a stock that can last for 100 years, like Coca-Cola. He talks about how the next Coca-Cola is a company like Japanese comprehensive companies that can last for decades. That's how he talks. I say it's like Coke, but will it really be like this in 5 or 10 years from now?

I'm a bit curious about whether you made a bet or entered into a long-term investment with Coca-Cola rum. I have a hypothesis. What kind of hypothesis does the Japanese general trading company have? Their name is actually BP, but in the past, it was British Petroleum, now it's Beyond Petroleum. They invest heavily in alternative energy, not oil. Just like nowadays, car companies invest a lot in electric cars, so in the past, there were quite a few companies that stubbornly stuck to just one thing and went bankrupt, like Kodak. But now, companies are very smart. Like Saudi Arabia investing in solar energy, we can take the lead in the next generation with the money we earn, in that context, it makes sense. So, Warren Buffett is the

I think believing in a company means believing in its flexibility and resources. So, someone who truly believes in this company is a tough cookie. They don't invest or support it when it's in trouble. Personally, among the things that person said, one of the most absurd things is when a tobacco company promotes anti-smoking campaigns the hardest. For example, companies like Philip Morris, a tobacco company, constantly dream of a world without cigarettes. They say, Stop smoking tobacco, but if you think about it, why do internal combustion engine car companies tell you to stop driving internal combustion engine cars? Because they can make electric cars. So, why would a tobacco company promote quitting smoking? They can sell e-cigarettes. When I say cigarettes here, I'm not talking about e-cigarettes. E-cigarettes are not cigarettes. E-cigarettes are not smoking. It's vaping. So, absolutely do not smoke cigarettes. Switch to e-cigarettes. It's better for your health.

So, for the environment, please don't drive cars, ride electric cars. Isn't this quite an idea? Don't watch YouTube. I read books by Shuka. I read books made by Shuka World. Delete the YouTube app. Who are you, only you. Today, we talked about investments and various things, but you always need to be careful with investments. In my opinion, it's better to avoid things that are too hot and rather show interest in things that are too cold. According to the cycle, when it goes down, it's better to show more interest. Buying cheap and selling expensive is how you make money. But when we buy cheap, we don't show interest, and when it's expensive, we show interest. Like Japanese products or things like Engine that are popular these days. So, what we talked about today, like comprehensive products, there are probably a lot of products.

There are many products, and when it's difficult to choose one stock to invest in, using such a basket isn't a bad idea. However, because there are fees, it might be advantageous to find something with lower fees. Alright, I understand. You've listened well to the discussion about investment today. Everyone, good luck today, tomorrow, this month, and next month. Then, goodbye.

워렌버핏의 Next 코카콜라는 어디?

웃음과 재미, 지식까지 선물해 드려요.
비즈니스 문의 : syukaworld2@naver.com 로 부탁드립니다.


워렌버핏의 Next 코카콜라는 어디?

워렌버핏의 Next 코카콜라는 어디?

Scripts