Platinum is an industrial metal these days more than a currency reserve holding. Most of the platinum are now used as chemical catalyst (the one in your exhaust catalyst converter in each car). So when economy gets worse the demand gets lower, hence drop in price.
Thx for this insightful sharing Ah Ju! Especially like u using weekly data (instead of daily or monthly) and the anaylsis covering commodity, bonds of different periods and bitcoin!!!
@@MrK-js3it啱👍🏼,咁我諗我明多小小,因為大部分人try to time the market,而過早避險或過遲入市,而miss咗個upside。所以淨係睇避險而言Gold係最好,但係唔代表可以睇啱時機,相反一般人可能將time horizon較長啲,DCA 有value嘅assets可能會有更大return。
the problem is no one really knows when market crash. By the time investors see the crash it already happened and prices reflecting the bearish sentiment. Hindsight is perfect but Ah Ju no disrespect you are trying to back fit the curve and this never works. The only way I see is not where to invest when stock market crash. It is to have a well diversified investment portfolio focusing on long term market returns and rebalance the portfolio occasionally
對於股災,我都係比較老一派嘅做法:股災來臨前,盡快做好對沖,賣出高風險資產,並且去槓桿化,更要轉換成價值投資嘅心態,然後準備定現金入場,再趁低吸納心怡資產。
只要唔係特別攞命嘅股災,唔係會入肉嘅會傷及經濟嘅股災(只係一啲黑天鵝而唔係大蕭條級別,如果係大蕭條級別咁買乜都死),其實時間的確係會沖淡一切。
因為股災呢個情況下係講防守,所以攞保守啲嘅打法,唔會死得特別慘。
因此,其實要活過去股災,都係講你有幾細心去觀察市場動向,同睇你忍耐力如何。
無錯 但重點係你唔會知股災幾時到,只有做好止賺止蝕同回測交易
如果大蕭條嘅話,第一件事係保住自己有份工,唔好投資任何嘢,因為就算買黃金,有啲政府都可以強行沒收黃金(可以參考國民黨用金圓券換金的慘痛歷史)。第二係儲糧儲水,最好有埋太陽能發電,另外保持自己身體健康。因為第三次大戰打到來,上天落地都避唔倒,到時糧食就係最寶貴嘅嘢。
但係大蕭條或打仗,都係揸實金最穩陣。
知股災買沽🎉
@@OneWayInvestment請教什麼是回測交易?🙏🙏🙏
第一次聽到咁樣分析黃金,獲益良多,多謝🙏
簡單易明!👍🏻👍🏻👍🏻👍🏻
多謝!
Thank you 🙏
Bitcoin嘅speculative nature令佢對liquidity好敏感,呢一刻係risk asset。但佢歷史好短,而且啱啱先有spot Etf所以未能咁快定位。
我們很喜歡睇阿豬,他的意見非常有用,原來Bitcoin是這樣的,每次出片,我們都在學習中,多謝
这一集真的很好,帮助建立资产配置的基础概念,很清晰明白。
多謝阿豬嘅專業分享!睇你嘅片真係可以學到同了解到好多投資上嘅知識!
多謝你花不少時間為大家整理數據並圖像化,好讓我們容易了解。
Platinum is an industrial metal these days more than a currency reserve holding. Most of the platinum are now used as chemical catalyst (the one in your exhaust catalyst converter in each car). So when economy gets worse the demand gets lower, hence drop in price.
你把聲令人好舒服❤😂
thanks 阿豬, 好清晰!
最好避險就是加倉
多謝!
Thank you 🙏
睇過再睇❤❤👍👍👍👏👏👏
阿豬金融暖男出現了,把聲充滿殺傷力❤❤
多謝你嘅分享同埋分析,受益良多!
感謝阿豬 你嘅資訊好易入口 好啱新手🙏🏻🙏🏻🙏🏻
Thank you this was very insightful, especially liked the explanation on the reasoning behind Gold and T Bond's correlation to stock indices.
Thx for this insightful sharing Ah Ju!
Especially like u using weekly data (instead of daily or monthly) and the anaylsis covering commodity, bonds of different periods and bitcoin!!!
神預測!
多謝你分享思維的方法,很有啓發性。
如果將數據時間拉長D 你會發覺黃金未必係最佳
高質,多謝分享!
❤❤❤👍👍👍
Thank you so much!
好多謝阿豬分享。你用data 解釋所有noise , 好清楚容易明白。 用data 今析原來Bitcoin 係risky assets😅
純粹Brain storming,但係我唔明點解,睇返自己個portfolio,DCA Bitcoin 7年,回報率遠超過DCA SP500、short-term bond 同黃金。
可能係我個sampling size唔夠長唔夠多?可能唔可以淨係睇correlations,要睇recover嘅回報率? 亦可能strategic唔同?
@@franky8271但係ah 豬睇既係避險??同高低回報會唔會有唔同?
@@MrK-js3it啱👍🏼,咁我諗我明多小小,因為大部分人try to time the market,而過早避險或過遲入市,而miss咗個upside。所以淨係睇避險而言Gold係最好,但係唔代表可以睇啱時機,相反一般人可能將time horizon較長啲,DCA 有value嘅assets可能會有更大return。
多謝阿豬嘅數據分析作參考🙏🏻
👏👏👏👍👍👍
多謝阿豬,我之前就係長期持有REVERSE ETF,輸到喊
要避險提議先讀 David Rogers Webb 寫的《The Great Taking》,你會發現你以為安全的東西其實絕不安全。
多謝阿豬confirm 咗我既想法
我覺得Bit Coin算係高風險
美國🇺🇸早上好
謝謝豬豬🐷主持人分享&分析📉好好
💕👍👍我們感恩分享👍👍我們支持⬆️
黃金仲有樣嘢好 就係靚 得閒拎出黎睇下 摸下 幾開心😂
依句真
女人都係😂不過黃金隨時間而升值
係冇錯,但係買賣實體黃金有其他手續費,撇除質感上嘅享受,我都係買返紙黃金
@@StWalker1st咁女人?
@@ccya2000 就⋯唔方便講出黎啦🥲
好多謝亞豬既講解!
今集真係唔讚唔得👍
多謝豬豬畀條片我送飯
Thank you so much for sharing! It's really helpful!
清楚明白!😁
有圖既分析非常有用👍反而以為白銀同金係同一類,結果竟然唔係🥴
Thank you
謝謝分享你的分析非常好👍
very easy to understand, and have us to learn how to evaluate!!! 💯💯💯
风险,而且好大风险。
猪兄坚料👍
睇完圖感覺其他板塊風險幾高
很清楚,Thanks
最好避險就是做回測,就算贏左但唔跟策略都係會輸番比市場,要自己進步
了解到投資上知識,撇除雜聲,學自己分析,受益良多. Thanks Ah Ju.
超正!真係夠晒理智,不過好好奇,最初果個excel表係點整出嚟👵🏾
阿豬的動畫做得愈來愈好 (只有我留意到嗎?)
支持阿豬😊
感谢
the problem is no one really knows when market crash. By the time investors see the crash it already happened and prices reflecting the bearish sentiment. Hindsight is perfect but Ah Ju no disrespect you are trying to back fit the curve and this never works. The only way I see is not where to invest when stock market crash. It is to have a well diversified investment portfolio focusing on long term market returns and rebalance the portfolio occasionally
subscribed; english subtitle 👍
避得險個人都唔會集中單一
在債與黃金或者一些低位貨幣
再分散風險
bitcoin應該同美元或者日元比較,唔係同股市比
因為佢地係sell去中心化唔再信貨幣,佢地冇話避股市下跌
多謝分析和清晰的教導 !
黄金最大风险, 便是有经济效益嘅人造黄金出现.( 现在水银变黄金成本太贵 ) BITCOIN 最大风险便是, 原开發者能无限製作,又话出现病毒破坏整个体系。
你好!將會減息,留意到美股開始下調,那美債是否可以做避險資產,我想要否需要把MPF中的美股基金轉去美債、醫療呢啲基金避險,不知是否正確,請各位指教指教,MPF 中也不見有黃金或農產品嘅基金。謝謝幫助🙏🏻
There is tons of gold in the crust of earth. It isn't limited.
自從有BTC ETF 開始就變質成為risk on 資產,所以話入金融呢行d人有d賤格,最鍾意出呢啲茅招黎贏一般小市民retail investor,真正挑戰又唔敢面對
Thx
so i.e. cash + short-term treasuries, until the fed decreases the interest rates
Thank you
今集又學到嘢❤
The best way is to change to US dollars and keep it in your safety box. That's so simple
減息後大家就要留意下了
這個是金融戰爭😂😂😂😂😂😂😂
就快又加息啦
Liked before watching 👀
最佳避險咪揸cash
GO GO GOLD
The best digital asset so far
好清楚
我覺得總有一日會幣災,然後大家重投黃金。
日元升, magnificent 7, 紐,澳幣下跌, 日元可以是避險資產?可以這樣理解?
digital assets definitely can classify as one of the asset class against equities, gold, etc. should diversity "some" into it !
所有投机行为都是高风险!
thanks for alpha
阿猪的课比我们MBA的professor 教的好多了。
豬sir 好波
bitcoin 可睇 Plan b 分析
多謝分享!
要寫program做back test
Thank you for your teaching!
想聽吓加拿大TDBank的風險。
Bitcoin 有ETF 已經等同股票相關資產
8:59 字幕同講同英文字幕 好似有出入🙏🏻
这集很实用,又很容易理解。让我学会了哪一种类型的资产是真正的避险资产。
阿豬點睇Ai泡沫?
Thanks
想問下咁買債券etf 又算唔算避險?
bitcoin好大風險資產
bitcoin 以前係避險 但宜家巳經係風險資產 股市升佢又升得小 股市跌 佢跌得仲多
Bitcoin咩時候係避險資產?
👍
同nasdaq link up左咁
用傳統觀念去睇BTC就錯曬啦!
U don't own any btc 😂
bitcoin是風險資產而非避險資產。 佢可能有某些情況相對某些人有避險作用,打仗用來走錢,因為你抬不走實物金。 市場風險胃口好bitcoin自然升,但bitcoin升來只為炒,炒左最終都要cash out。 風險胃口差,個個都要take profit,bitcoin就自然會跌。 既然說到避險資產是用來長線投資,首先是投資,投資一定要有息收先可以叫投資。 bitcoin和黃金都只是投機,不是投資。 避險一般聯想到美金和日圓甚至TLT都可以作為避險表現。
efficent frontier !
看了这期节目,最大的收获是知道了白银不是避险资产
High interest cash etf is better than ultra short term t bond etf imo
阿豬同我以前做iBank, JP Morgan 既trader, 係大散炒家
其實真係無一個行業個市跌佢係可以升
Bitcoin 將會係獨立行情,唔跟股市,債市
点解加息反而债券TLT TEF仲会继续跌?
感謝阿豬提供埋英文字幕,唔止可以學投資仲可以學英文
BITCOIN 係風險資產,但係2024年開始係保值資產XD