투자 전략: 주식, 채권, 자율주행 택시 투자 전략

### CNBC의 투자 인사이트: 조쉬 브라운의 채권 전략, 톰 리의 핵심 주식 추천, 캐시 우드의 테슬라 목표주가를 알아보세요.
* 💰 조쉬 브라운은 투자자들에게 **"현금에서 벗어나" 3~7년의 기간으로 투자 기간을 연장**하여 더 높은 무위험 수익률이 사라지기 전에 확보하는 것을 고려하라고 조언합니다.
* 📈 5월에 **900억 달러가 ETF로 유입**되었으며, 이 중 상당 부분이 채권으로 유입되어 금리 상승에 대한 투자 심리가 바뀌고 있음을 알 수 있습니다.
* 🍎 톰 리는 AI 분야에서 강력한 브랜드와 리더십을 보유한 **애플, 테슬라, 엔비디아**를 핵심 포트폴리오 보유 종목으로 추천합니다.
* 🎯 소형주는 대형주에 비해 수익 성장률이 높고 밸류에이션이 낮기 때문에 **연준이 금리 인하를 시작할 때 더 나은 성과**를 낼 것으로 예상됩니다.
* 🚗 캐시 우드의 ARK 인베스트는 **자율주행 택시 네트워크의 성공적인 출시**를 바탕으로 **2029년까지 테슬라의 새로운 목표 주가를 2600달러**로 설정했습니다.
* 🤖 우드는 대부분의 교통 사고의 원인이 사람의 실수이기 때문에 **규제 당국이 결국 테슬라의 로봇 택시를 광범위하게 사용하는 것**을 승인할 것이라고 믿습니다.
* 🎓 patreon.com/nash에서 Patreon 커뮤니티에 가입하면 **30일 환불 보장과 독점 콘텐츠**에 액세스할 수 있습니다.
* 🛒 "Tom25" 쿠폰 코드를 사용하면 **Stock MVP에서 평생 25% 할인을 받을 수 있습니다(24시간 동안 유효)**.

조쉬 브라운은 금리 인하가 임박했기 때문에 장기적인 이익을 위해 현금에서 채권으로 전환해야 한다고 조언하며, 5%의 무위험 자산을 확보해야 한다고 강조합니다.

folks, we have an amazing show for you today. We have Kathy Wood on CNBC talking about her new price target for Tesla: $2600 by 2029. Tom Lee is talking about the three stocks that must be in every portfolio with some very interesting arguments. Also, we got Josh Brown on CNBC talking about people needing to get out of cash right now, but not for the reason you think. So let's get started. First of all, we have to talk about Josh Brown. Josh Brown is one of my favorites. He wasn't CNBC. This guy is a very genuine, honest, down-to-earth guy. I like his style. He never bullshits. Get out of cash. Get out of cash if you have money that you're not using next year, later this year, tomorrow, and it doesn't need to be that liquid. If you have a three-year, five-year, seven-year time horizon on that pool of money, I want you to consider extending duration. I'm not asking you to take credit risk. You could do this with treasuries.

problem, but I think your days of 5 1/2% yields risk-free are coming to an end. I don't know the exact date. I don't predict interest rate moves, but it feels very likely to me that the smarter bet, if you look back 5 years from now at a portfolio, the smarter bet will have been to extend those durations, except less overnight yield, but have that Runway so that you're earning more over time. We did this for clients between February and March across all of our asset allocation models. It was the first time we had shifted back into fixed income from cash since 2020 when we went the other way when you weren't being paid for duration at all. You're about to be. It's not tomorrow, but it's coming, so I want you to start thinking about that strategy. I think the markets are getting it stage street is out with some research this morning talking about ETFs. $90 billion came into ETFs in May. That is roughly a

third of all of the inflows for the year coming in in one month. Of the 90 billion that went into ETFs, 60 billion went into equities, but 30 billion went into fixed income because I think the message is starting to hit home that this is not going to be forever. What Judge Brown is saying here is super important, and I want to explain it now. It's not what it seems like. He's not telling you to get out of cash and buy stocks, not necessarily. He's not excluding that, but that's not the main point of what he's saying. Josh Brown is talking about the infinite money glitch that is get 5% by doing nothing risk-free. This is what we had for the past two years. He's saying, Look, this is about to be finished. Capo the FED will cut rates, that 5% risk-free goes away forever. Now he's talking about the fact that you have to jump on it right now, lock in that 5%, because very, very soon. I don't know if

tomorrow or next month, but at some point in the near future, that 5% risk-free is going to be gone on unless you grab onto it right now and lock it in. Now you have to understand, and I've showed you this in previous videos, a lot of wealthy individuals have lots and lots of fixed income instruments in their portfolios, talking about bonds mainly. I always advocate investing very closely with how rich people manage their money, and I've said it multiple times, fixed income instruments are a smart thing to have in any portfolio, no matter how old you are, even in your 20s. In fact, our Patreon, patreon.com/for-session-nes, we have a table that we put out by what age, how much of your portfolio should be in bonds, and Josh Brown is basically saying, Look, we told our clients this is a good time to lock in that 5% before it goes up. What he's saying here is super important because it's saying, Look, guys, this isn't money that you need to have.

liquid because if you are playing the short-term game, the market can go haywire. You need to relinquish that money because it can get volatile. It can get crazy. If you are in the position that you must have that money all of a sudden, you might have to sell it at a discount. It's not a good position to be in. So make sure that if you're actually investing in this market, you're understanding that this is a five to seven-year horizon. Anything can happen in a year or two. Now, he also talks about the fact that 90 billion dollars came into ETFs just in the month of May. That's 30% of the average annual inflow into ETFs in one single month. That shows you that where the actual money is going, not where the talking happens. Now, whether you're buying stocks or whether you're locking in that 5% risk-free or a mixture of these, make sure that you actually do it with money you can forget about for the next five to seven years.

that couldn't agree more with Josh here. Now, another guy who I absolutely love is Tom Lee. Tom Lee was on CNBC, and he basically talked about three stocks that must be the core of every single portfolio. I want you to listen to this, and then I'm going to break it down. Check it out. You know, Apple is one of our granny shots. It's a stock that we think investors need to really hold for the long term. The company has always been at the center of everything that's happening around a consumer and new technologies. So to me, you know, there might have been some head scratching because these features may not be part of someone's life just yet, but as you know, Apple gets a lot of these things right. I think investors should look at it as a core portfolio holding. You know, we, the granny shots, is basically a thematic portfolio that buys the strongest stocks in a specific theme. So when you think of AI and Millennials, Apple and Nvidia and Tesla, I mean, they're really at the center of that now.

obviously, he's talking about Apple, Tesla, and Nvidia. Now, Market sentiment on Substack actually has a very interesting paper about how Brands, strong Brands, overperform every other company in the market on the stock market. So that's something that you have to think about because Apple, Tesla, and Nvidia are extremely strong Brands. He's talking about the fact that AI, artificial intelligence, is leading this next bll cycle, and these three brands are going to be in the Forefront of the AI Revolution. He's saying look, people understand why Nvidia, people understand why Tesla, people doubt Apple, but Apple through the past couple decades proved to everybody they're always going to be in the game. Now look, Apple is never first to any technology, but when they come out with their version, it is infinitely better than anything else the market, and they find ways to make money at a great margin, and AI is not going to be different. Now, another point of discussion in this video was small caps. One thing investors have to keep in mind is small caps get hampered when

investors worry about lack of visibility. You know when the FED uh begins to cut, and we actually have shown this to our clients, and the number of expected cuts begins to creep up, that has been correlated with the IWM outperforming the broader market. So, the reality is the stock market is saying, Look, I don't want to touch small caps until the FED starts cutting. But in the meantime, small caps have better earnings growth, you know, close to 19% in the Russell 2000 versus around 9% for the S&P, and the median PE multiple is actually around 10 times in the Russell 2000 compared to 16 times for the S&P. So, better growth, lower multiples. Um, I mean, I think it's a great risk-reward for investors right now. It's a bit of a waiting game, but boy, I mean, I don't know anyone who's made money trying to trade this week to week. Um, any great ideas, all the great ideas take time to work. I think investors have to

keep in mind is that they might think a small cap is like a weak company, but actually small caps, especially in the Russell 2000, tend to be very strong companies that dominate a smaller market. So that's why, you know, they're not a trillion-dollar company, but they might be number one. Tomley is a known proponent of investing in small caps. Over the past two years, while the rest of the market went haywire, small caps have been lagging, and still to this day, they are lagging. So what Tomley is saying is that they're waiting for a trigger event. The first announcement of a rate cut is going to send these small caps flying into the stratosphere, according to Tomley. And what he's saying is right now we're getting that rubber band effect. Every day that goes by that this doesn't happen, the rubber band stretches more and more and more. The minute the FED announces that we have rate cuts, it's going to release, and it's going to be absolutely insane. Now he

also talks about the fact that even if you actually look at the fundamentals of these companies, small caps does not necessarily mean that the company is small. It just means that it's a dominant company in a potentially smaller market. But he's looking at the fact that the PE, the price, the earnings right now on the small caps is so low, it's almost criminal not to get some exposure to it. And of course, Tom Lee is telling you the same thing Josh Brown told you. He literally said, I don't know anybody who made money off of this trading week to week. The only way is long-term. Congratulations, Tom Lee is saying the same thing I've been saying for the past four years, long-term time in the market beats time in the market every single time. Now, Kathy Wood was also on CNBC and Kathy Wood talked about her new model. She just released ARK Invest released a new price target for Tesla for the next five years, with the top one being $3,100, the bottom one being $2,000.

the mid one being $2600, so $2,600 a share. Help us do the math. How do you get there? What has to happen for all that get? This is a 5-year price target, as all of ours are. And what has to happen is an autonomous taxi platform. Tesla's autonomous taxi platform, so Robo taxis, which is a SaaS-like model instead of selling a car and maybe the software package, and that's it. This becomes a recurring revenue model. A slice of every mile driven on that autonomous taxi network. Very high margins right now. Auto gross margins are around 16%. Gross margins in the SaaS world are more like 80%. How big a market does that have to become for Tesla to get to the $2,600 price? The reason I ask is there are some cities that may allow this to take place. There may be geofenced areas where people are going to do this. And there's also obviously a larger view that one day these cars will

be able to do everything by themselves everywhere in the country. Yes, well, this is the largest AI project on Earth. Uh, uh, autonomous mobility broadly and um, I think it's going to catch on as quickly as that. Now, of course, what we've had during the last um, 10 years is uh, a movement toward FSD, and now we're seeing safety statistics. And I remember full driving for those uninitiated self-driving. You look at the um, number of miles between accidents for the average car in the United States, it's about 200,000 miles. Uh, you look at a Tesla without FSD, full self-driving, uh, just autopilot, it's more like 600,000 mi. With full self-driving and an older version, not even the latest 6 n months ago, 3.2 million miles. Tasha Keeny has done this work, you know, vol built a brand on safety, and I think Tesla is going to use. We're in the middle of 2024, you're saying we get to 2029. Yes.

that that's where that price is. I think what I'm asking is for your base Cas for this to work. And by the way, we should say that Elon Musk tweeted out, uh, extremely challenging, yes, uh, but achievable on top of your Tweet, yes. Um, when does this all have to really go into effect? Yes, we, uh, believe that they're setting up for for robo taxes, the network within, uh, I would say a year and a half, two years. Elon would say maybe we'll, we'll, we'll start it, but that also requires Regulators to sign off on all this. Now, Regulators, uh, have an issue, and that is the, uh, auto accident rate has gone after Decades of going down with auto safety measures sharply. We talked 40, 40 to 50% texting is a big part of it, you know, disproportionately young people. So we deaths in the US have gone from the low3s, uh, I think they got into above 40,000, uh, so I think the if if, uh, Regulators understand and

they do that 85% of all traffic accidents are caused by human error. If you take the human out, you're going to make the roads Kath. We literally asked Pete Budajudge, the Department the Secretary of the Treasury of Transportation, the Secretary of Transportation yesterday. Budajudge about this and he did sound like he was open to the idea. As a result, yes um and that's the first time I've really heard a public official who's kind of embraced it instead of said wait wait wait wait wait we don't like the rise of the machine. Absolutely, he is telegraphing that the roads ultimately are going to be much safer if you take the human being out of the equation, much safer. Now as far as the price Target, she admits that the price Target is ambitious but she caveats this by saying look guys, this price Target that $2,600 only happens if robot taxi happens within the next two years. If it doesn't, the model actually says that Tesla will be a $350 stock, still a 100% profit but

nowhere near that 2600. That 2600 is premised, is based, is founded on the launch of robot taxing within the next two years. If it doesn't happen, the price Target is actually 350. Pay attention to this. Now, she also talks about the fact that regulatory fears about Robo taxi are overinflated and are basically a huge overreaction. And I agree completely with what she said because at the end of the day statistics are very clear on this. Most accidents, the vast majority of accidents happen because humans make mistakes, not because of mechanical failures or software bugs. The data we have right now on the autonomous driving that Tesla has launched in the beta format, the FSD shows us the FSD is so much safer than human drivers launching this and launching this in a wide network of robot taxis is going to make roads safer. People text, people do stupid stuff in their car, people eat in the car, they do things they should in their car that I don't want to mention in this clip but at the end of the day Robo taxi

FSD, especially the one with a track record of safety like Elon FSD, is the solution, not the problem. And what she's saying is that regulators are starting to get it, and the whole fear is completely overreacted, overinflated, and should not be taken seriously. Now, I hope this was helpful for you. I hope you had a good time, just as much as I did. If you would like to join our Patreon and join the academy, it's patreon.com/nash. We would love to have you on there. I just want to remind you we have a 30-day money-back guarantee. You can come in, try it out for a couple of weeks. If you don't like it, check out money back, no questions asked. Also, I've actually extended the Tom 25 coupon code that gives you 25% off on Stock MVP. stockmvp.com. It is now on for the next 24 hours for the people who sign up today. 24 hours forward, lifetime 25% off. And of course, you're more than

welcome to join our growing Discord free community 11,000 members. discord.gg Nash would love to have you on. Now actually just last night, we had an amazing 1-hour Q&A on our public chat with people asking questions about stocks and talking about the economy and stuff like that. It's absolutely free to join, and I would love to see you there, simple as that. I'll see you next one.

TOM LEE: "BUY THESE 3 STOCKS IN 2024 AND NEVER WORK AGAIN"

Tom Nash

캐시 우드는 2029년까지 테슬라의 목표 주가를 2600달러로 제시했습니다.

톰 리가 모든 포트폴리오에 필수적인 세 가지 종목에 대해 설명합니다.

Josh Brown은 5% 무위험 기간이 끝났다는 점을 강조하며 현금에서 벗어나 듀레이션을 늘릴 것을 조언합니다.

그는 현금에서 채권으로의 전환과 ETF 유입이 주식과 채권으로 미치는 영향을 강조하며 현재 금융 시장에서 이 전략이 중요하다고 강조합니다.

5% 무위험 투자 및 핵심 포트폴리오 주식 고정의 중요성

부유한 개인들은 포트폴리오에서 채권 상품을 우선순위에 두고 있으며, 5% 무위험 투자의 중요성을 강조하고 있습니다.

조쉬 브라운은 잠재적인 시장 변동성을 피하기 위해 향후 5~7년 동안 이 5%의 수익률을 확보할 것을 고객에게 조언합니다.

한편, 톰 리는 AI와 밀레니얼 세대의 강력한 입지를 바탕으로 모든 장기 포트폴리오에 포함해야 할 핵심 주식으로 Apple, Nvidia, Tesla를 강조합니다.

주식 시장에서 강세 브랜드와 스몰캡이 미치는 영향

애플, 테슬라, 엔비디아 같은 강세가 예상되는 브랜드는 주식 시장, 특히 AI 혁명에서 더 나은 성과를 낼 것으로 예상됩니다.

시장 분위기에 따르면 소형주는 주춤하고 있지만 상당한 성장 잠재력을 가지고 있으며, 미 연준의 첫 금리 인하가 급등을 촉발할 것으로 예상됩니다.

소형주는 시장을 지배할 수 있는 잠재력을 가진 강력한 기업으로 여겨지며 투자자들에게 큰 위험 대비 보상 기회를 제공합니다.

스몰캡과 테슬라의 미래에 대한 투자 전망

현재 소형주는 저평가되어 있어 특히 장기적인 관점에서 투자할 수 있는 좋은 기회입니다.

ARK Invest의 캐시 우드는 자율주행 택시 플랫폼의 성공으로 향후 5년 동안 반복적인 수익을 창출하고 주가가 크게 상승할 것으로 예상하면서 Tesla에 대한 대담한 새로운 목표 주가를 발표했습니다.

Wood는 Tesla의 자율 모빌리티 프로젝트가 빠르게 확장될 것이며 완전한 자율 주행 기술과 안전 통계에 집중하는 것이 향후 성공에 기여할 것이라고 믿습니다.

일론 머스크의 로보택시 타임라인과 테슬라의 주가 흐름

엘론 머스크는 도로 안전을 개선하고 인적 오류로 인한 사고를 줄이기 위해 규제 당국의 승인을 기다리며 향후 2년 내에 로보택시를 출시할 계획입니다.

머스크의 야심찬 목표에 따라 로보택시 출시가 성공하면 테슬라의 주가는 2600달러에 달할 것으로 예상되지만, 출시가 무산되면 350달러에 불과할 것으로 전망됩니다.

도로를 더 안전하게 만들 수 있는 로보택시의 잠재력은 과도하게 부풀려진 규제 우려에도 불구하고 자율 주행이 인간 운전자보다 훨씬 안전하다는 데이터에 의해 뒷받침됩니다.

규제 당국에서도 안전성을 인정하기 시작하면서 엘론 FSD는 문제가 아닌 해결책으로 여겨지고 있습니다.

발표자는 청중에게 환불 보장을 제공하는 Patreon에 가입하도록 초대하고, 주식 MVP의 25% 할인 쿠폰을 홍보합니다.

또한 무료 Discord 커뮤니티 가입을 환영하며 최근 Q&A 세션에 대해 언급합니다.