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Russian
00:02:13
Hello friends this is not a Money project00:02:16
we sleep again with you we are together again00:02:18
the main thing is that we are again in the same studio and even in00:02:22
one color in one face Yes, even in00:02:25
One color Friday is a traditional let down00:02:27
results of the past week she was extremely00:02:30
rich and interesting There is a lot of things in the world00:02:32
is happening, we'll try to cram it all in00:02:34
this content as little as possible00:02:37
I understand that many people write two hours00:02:38
too much for one broadcast00:02:40
We'll try our best at 50 o'clock Okay00:02:42
today cram in cram in all the information00:02:44
And of course a huge amount00:02:46
there are questions from the YouTube community where00:02:49
We left too Many of them in many ways00:02:51
Let's go through them, read them out, and answer them. Well,00:02:53
this is a live broadcast Stream so uh in00:02:56
There are also some questions in the process00:02:58
read out and most importantly We also00:03:01
Let's continue to analyze the company's reports00:03:02
Because there is corporate news and00:03:04
in the USA and in Russia and Global macro we will discuss00:03:08
Well, also friends Who is watching in the recording U00:03:10
we have put codes so just if00:03:12
something concrete00:03:13
there are codes there that will [ __ ] eat you now00:03:15
time codes The main thing is don't interfere with this00:03:18
just watch the zlorastas in general, friends00:03:21
if you need something just click on00:03:23
the right moment and look in the recording Yes00:03:25
It's a pity of course Today is Friday Russian00:03:27
the stock market is closed because today00:03:29
It would be nice to grow up against the backdrop of takeoff00:03:33
oil prices are certainly not per hour separately00:03:35
Let's discuss the show Must Go On As they say in00:03:38
the world begins Okay let's go with00:03:41
we will not participate in the Russian stock market00:03:42
to beat around the bush00:03:45
nothing has changed right here00:03:49
the same mark in almost four days00:03:51
Moscow Exchange index plus or minus there00:03:54
stayed where on Friday a week earlier00:03:57
Well wait, it’s worth noting that before00:04:00
holidays there were large volumes00:04:02
investors probably didn't want00:04:06
bought then sold00:04:08
investors before such a weekend therefore00:04:13
It seems to me that it’s still there00:04:15
something is going somewhere statistics are not going there00:04:19
Moscow Exchange until October00:04:21
the number of active ones says otherwise00:04:24
clients number of active accounts00:04:26
investors in October decreased by 5000:04:27
percent up to 175 thousand with us00:04:31
watch more than Maxim than active00:04:34
number of clients on the exchange I even00:04:37
I'm surprised they're still watching us00:04:39
more than 350 was recently already 37500:04:42
Can you imagine, millions came in? Yes00:04:44
active those who have at least one transaction00:04:46
together they commit 175 Well, this is Looking at00:04:49
this graph I can understand why people00:04:51
now they are actually waiting because00:04:52
I also look at what others are doing there00:04:53
the managers I know are the ones who wanted00:04:56
buy something he bought there yeah uh00:04:58
understands that now it’s equivalent to us00:05:01
we can go 200 points up there00:05:03
and we might as well go to00:05:05
200 points down below all ready00:05:07
buy if we leave the bull market higher00:05:09
everyone is also ready to buy But on these00:05:10
levels, that is, there Sberbank is 90-100 e00:05:13
ready to buy at 135 and higher too00:05:16
ready to buy but range 120-13000:05:19
no one is interested in me Same Here00:05:21
I also try not to do anything special, but00:05:23
because here give it or buy it below00:05:24
or already give the news where we will be00:05:27
go upstairs I'm ready for something there too00:05:28
buy therefore statistics Of course00:05:32
suddenly everyone will look at us now00:05:35
would make a deal, they'll grow up, well00:05:40
and of course the trading volume in the markets00:05:42
The Moscow Exchange in October decreased by00:05:43
15%, it’s also clear that it’s especially special on the side00:05:46
no one wants to do anything if nothing00:05:48
does not change either in terms of geopolitics or in00:05:50
in terms of fundamentals, not Well, by the way, Well, there is00:05:52
there were interesting things this week00:05:54
reports good ideas which uh for00:05:57
which you can get hooked on, yes And these00:05:59
companies You can either keep or00:06:00
even add to your portfolio That's it00:06:02
today we'll sort them out okay here00:06:04
There’s nothing to talk about yet Let’s do it00:06:06
the most interesting thing in the oil market right now00:06:08
comes from which from which also00:06:10
depends on our market and our oil and gas00:06:12
sector including00:06:13
That's why I say today would be nice00:06:15
they would probably grow up if only00:06:17
bargained here but getting closer here00:06:20
everything cooled down on Thursday Yes great00:06:22
see how everything changes in a day slides00:06:25
we can’t redo it Well almost brand 9800:06:27
98 is one step away from 100 Well, apparently00:06:30
a reversal is forming00:06:32
100 plus 110 115 120 We'll see We'll see00:06:36
wild in December in January As they say00:06:38
don't play a role but we'll see, listen I'm not00:06:40
I know that of course he smokes in general guys uh00:06:42
guys uh generally in the west here00:06:47
But00:06:48
this is of course a Paradox Yes00:06:51
Central banks Yes, everyone is trying00:06:55
kill the economy by force win00:06:57
inflation at the same time the policies of these00:06:59
countries are driving up the price, doing everything to00:07:02
prices skyrocketed for inflation00:07:04
continued to grow as it can00:07:06
combine you can explain to me but this00:07:08
the madness we are seeing now00:07:09
It's just [ __ ] news00:07:12
who came today agreed00:07:13
accent Come on, this is America with its00:07:16
six by six and even Australia00:07:20
joined agreed price ceiling00:07:21
for Russian oil, well, first of all, these00:07:23
countries and so almost Russian oil if00:07:25
that they don’t take it Yes, that’s why to hell with them00:07:28
But they definitely don’t agree on the price00:07:30
agreed, so I'll vangue it will be either00:07:33
65 or 70 to close to current00:07:36
urals quotes Well, obviously there are 60-55 not00:07:38
I will do it because we just00:07:39
let's refuse this Hello let's refuse Just00:07:42
export it, well, that’s the nature of prices00:07:45
for oil is the most paradox Yes, you all know00:07:47
another mess, well, not a mess But of course00:07:49
tense situation in the Middle East00:07:51
we have news that Iran may suddenly00:07:55
attack or do something there00:07:57
there are conversations against Saudi Arabia00:07:59
Netanyahu has won here yet00:08:02
race chosen by Yes in Israel and he too00:08:06
anti-Iran sentiment is generally brewing00:08:09
not a very good situation on all this00:08:11
background here00:08:13
ah for for oil I mean uh on00:08:15
Middle East and here there is still a ceiling chan00:08:18
Russian oil is being introduced Well, the most00:08:20
Paradox for the last for the last 200:08:22
weeks America ra- printed more00:08:24
strategic reserves for 15 million00:08:26
barrels at the beginning of the year minus 240 million00:08:29
barrels up to 84 years to minimum00:08:31
marks dropped from stocks that I tell you00:08:33
they said it was clear that they did everything00:08:36
it is possible to reduce prices for the elections00:08:38
for oil for gasoline so that at least somehow00:08:40
in a week there are elections to Congress and the Senate00:08:42
US Democrats will fly there somewhere00:08:46
Let's see for sure Well, nothing00:08:48
got nothing prices at peak prices00:08:50
oil is at its peak and now in December00:08:52
after the elections they will be at any price00:08:55
fulfill its strategic reserves according to00:08:58
any And if everything works out Geopolitics and00:09:01
sanctions on Russian oil and reserves00:09:04
replenish but you can do everything 130 15000:09:06
get paradox00:09:09
Well done guys Well done okay Everyone00:09:13
It's going well so far, but00:09:16
Let's see the situation is certainly interesting00:09:18
Okay, with oil, that’s a completely separate issue.00:09:20
gas is a separate issue for the Japanese already00:09:22
changed the shoes now it cuts everything00:09:25
Sakhalin is one We are all like we are participating00:09:28
Japan openly said over the week and00:09:30
walk confirmed yes we can’t00:09:32
do without Russian gas Well, no way00:09:34
Well, we have nowhere else to take the Sakhalin project00:09:37
one we continue to participate00:09:38
the government has already given the go-ahead00:09:40
change shoes like oil workers for gas workers00:09:42
And Europe, of course, will soon have Tryndets00:09:44
what will happen with energy resources this winter too?00:09:47
How else can I survive this that I will00:09:48
to do in the summer, it’s not at all clear where these are00:09:50
volumes to take are generally incomprehensible to give00:09:52
no one can and everyone has already declared We do not00:09:54
we can give you no one from the Middle East00:09:56
not America, no one you will find anywhere00:09:59
more fun to come00:10:03
energy crisis they make obstacles00:10:05
in order not to take00:10:07
Russian energy resources during the period00:10:10
energy crisis00:10:12
America itself doesn’t have enough now, what do you mean?00:10:15
they hoped for her. Same thing here00:10:16
A curious moment how our Russians00:10:18
company overcomes these ceilings and00:10:22
sanctions pressure because Lukoil00:10:24
reported according to RAS very good00:10:26
results because we see in two s00:10:28
net increased by half00:10:30
profit In addition00:10:32
approved dividends for 9 months 22 years00:10:35
which is also, of course, a positive for00:10:38
investors so Vasily yes what are you00:10:40
you say the truth is a paradoxical story and00:10:43
I think you will continue to talk later00:10:46
about the Fed meeting, the events that we00:10:48
waited a very long time reacted00:10:51
then literally as soon as the semi started00:10:53
the conversation started getting interesting00:10:55
market00:10:57
just one video in which I went00:11:00
Up For the first time in months00:11:01
already spoke Yes, this is the first meeting he00:11:04
was silent, muttered a bet and left and left00:11:08
now Yes And the speech he gave00:11:10
I really mean everyone was shocked what it was00:11:14
Is it true Paulo or not a double00:11:17
okay, okay, now let's get to the Fed00:11:20
Okay, let's start with Russia first because00:11:23
Everyone also says why is there so much America?00:11:25
listen to the world, there are a lot of things in the world00:11:27
interesting is happening and again according00:11:29
the statistics for the Tinkoff broker are all there00:11:32
there are also a huge number of clients00:11:33
has a statue investor trading00:11:35
American shares so it's like00:11:37
since the rollercoaster happens so00:11:39
friends anyway America always00:11:41
we will cover a lot of Russians trade00:11:44
America and Hong Kong by the way Hong Kong China00:11:47
Unfortunately we won't be looking into it today.00:11:48
here Although on Friday Today is fantastic00:11:50
another rise of Chinese companies but this00:11:52
no takeoff rebound One Clear At 7-10%. With00:11:56
half was but if it's simple00:11:58
legendary height legendary Listen if00:12:01
so fake News or just a screenshot00:12:04
to which the whole world is now reacting Yes00:12:06
that some kind of committee has been created there00:12:08
exit from the view If this is really00:12:09
information will be confirmed Yes and China00:12:11
will really lift all the lockdowns00:12:13
of course there will be a takeoff in Chinese stocks and00:12:15
of course this still supports quotes00:12:17
oil prices because China will start00:12:18
import oil big used where00:12:21
were looking for Yes, there is another growth driver for00:12:23
for for oil quotes Well, let's00:12:27
Let's wait to see what the Politburo says there00:12:29
gang of China Okay Russian briefcase00:12:32
my uh listen Well uh you for a week I00:12:35
of course it still increased a little00:12:37
I had 18.5 cache share at the moment00:12:38
a week earlier there were 100% food promotions00:12:41
Well, of course, I still increased it for sold00:12:43
shares, my share was 28% in banks, well00:12:47
reduced VTB 9 became the share of Sber Eight from00:12:50
half eight six mostly banks00:12:52
cut this week uh here to judge00:12:55
cache Well I'm not Nobody knows what's next00:12:57
Small kiristki so you need to buy a lower one00:13:00
so you really came out, I see yes00:13:04
the portfolio has not changed over the week00:13:05
Yield at the beginning of the year plus 17 percent00:13:08
But this is the return on open positions00:13:10
Once again, well, many papers plus came out00:13:12
some still disappoint00:13:14
overall it’s not bad so far and I believe in00:13:16
further growth of money being printed in the world00:13:19
the situation is still developing in principle00:13:22
for the benefit of Russia I mean that00:13:24
many will give back there00:13:27
sanctions and everything that00:13:29
screwed back in So that's all for now00:13:31
It's developing well, let's see00:13:33
geopolitics on what is happening on00:13:35
front I don't even want to discuss, listen00:13:37
no longer responds to the market00:13:40
because data on Russia’s GDP has also been released00:13:43
for the third quarter Well, apparently it’s not visible00:13:46
that not only stagnation is visible deterioration00:13:48
dynamics minus 3.5%, that is00:13:51
definitely catching up with the sanctions00:13:54
pressure Yes, a number of industries in the oil and gas00:13:57
sector it’s good to have such stars in00:13:59
market that show wonderful00:14:01
we will have the results and these reports today00:14:03
also disassemble but there are structural00:14:05
problems in the economy because well00:14:07
don't take company, you have me00:14:10
the builders are there Yes, I don’t have them I’m here00:14:12
there I don’t believe in them there yes because in00:14:14
the economy is not very good and prices are like00:14:16
If only Space was there, that's why I don't get into it00:14:19
this sector we have other stories00:14:21
banks are not so bad Sber in general year00:14:23
will close the plus most likely despite00:14:25
that's why VTB is in a small minus00:14:29
Two different universes economy00:14:32
Of course, in the twentieth year we all remember00:14:35
where the world economy is there yes So what00:14:38
then and where the stock markets The worse the better00:14:40
you know better the old saying00:14:42
wall street Okay I want to run through00:14:45
still with the doctor of the company uh shares I00:14:47
Yandex changed almost nothing00:14:50
reports Now I'll tell you, say uh00:14:52
By the way, here is also Maxim Kuznetsov00:14:54
asks what are the prospects for VK shares00:14:57
for the next 1 2 quarters But if they00:15:00
in general I hope for very cool ones00:15:02
I have the third position in terms of prospects00:15:04
weight Yes, almost the same as cans00:15:07
VK position Just a little bit and the pump00:15:09
it was cut by half a percent more00:15:13
I really hope that the next two reports00:15:16
will be good Well, everything happened00:15:19
last month in order for these00:15:22
the reports were good Damn I will be very00:15:24
I'm disappointed with the work of VK managers00:15:27
if they show bad results I will00:15:29
I really don’t understand where they come from00:15:31
I don’t quite agree with Vasily here because00:15:34
that soon you will force all children to go to school00:15:37
Damn, I don’t know damn everyone there00:15:40
transfer to VK services damn it already00:15:43
it's just that the government is already for you00:15:45
what works for you makes the audience come to you00:15:48
they're just driving, there are moments here are the favorites00:15:51
from it - this is Yandex pozzie which is true00:15:54
good and some positive00:15:59
in his best pose In general, friends and VK00:16:03
this is the issuer-issuer who00:16:06
the truth may disappoint because I00:16:09
I also made a comparison table00:16:10
results of the second quarter and the weakest00:16:13
VK had the growth rates Yes, it was there00:16:16
market effects were written about this in00:16:19
report Yes, there was a negative effect from00:16:21
joint ventures including Well00:16:24
here I don't know here here I don't have it00:16:27
Such optimism as Vasily’s is why00:16:29
I'm not that big of a share but00:16:31
continues to hold00:16:32
damn the system00:16:36
at the conference also at the conference00:16:38
I could where by the way you are very strong00:16:40
wait00:16:43
We had a great conversation with the issuers00:16:49
listen, you know what I just want to make out00:16:52
here I have the Moscow Exchange And00:16:54
By the way, it's Thursday Yes00:16:57
came out Thursday we had a report out Yesterday00:17:00
I slightly increased the share by half a percent00:17:03
probably somewhere in 08 it wasn’t 6 percent00:17:05
increased it to almost 7 and probably more00:17:07
increase that is, I think where00:17:08
shove this cache if there is a correction00:17:10
it will be clear I’ll get the cans for correction00:17:12
if there is no correction then it will have to00:17:16
push him onto the departing train00:17:18
maybe troops in Rostelecom00:17:20
Moscow Exchange and something else Here00:17:23
because we don't know if the indexes00:17:25
Moscow Stock Exchange index 2.500 That will do00:17:28
You'll have to pick up something along the way00:17:29
corrections are clear, I'm better than Sberbank00:17:31
I’ll buy it again for 100 and not buy the head at all00:17:34
he's fooling around with the Moscow Stock Exchange00:17:36
in this there are so many conversations like there00:17:40
Damn the report is crap, a lot of people need to shorten it00:17:43
then shorted the stock accordingly00:17:44
on the plus side it closed pretty good listen00:17:47
Once again the statistics for October are so good00:17:50
if for one month please pay as if not00:17:52
you need to read the report and something00:17:55
awesome what did you think that00:17:57
something bad00:17:58
We are glad that everything happened00:18:00
attack there revolutions there and so on00:18:03
Well, what a problem, plus 27.5 years clean00:18:06
profit almost 30 percent year on year00:18:08
What can I say about what’s wrong with the report?00:18:11
but I have said many times that it is not at all00:18:14
I liked the Moscow Exchange business there Yes00:18:16
I've been on the market for 16 years, when are things going?00:18:18
the Moscow Exchange is getting bad00:18:20
the monopolist simply takes00:18:21
commission and all its profits accordingly00:18:23
continue to grow it will get even worse00:18:25
the commission will raise more And by the way00:18:27
about Tinkov’s commission they wrote that00:18:30
Tinkov raises the commission not to forget00:18:32
what's in the commission in the brokerage commission00:18:34
which you pay from transactions Yes00:18:36
Tinkova has already mortgaged the stock exchange00:18:39
the commission is already sewn up so once00:18:42
the exchange raised it and the broker raised it00:18:45
forgets that all brokers have you separately00:18:47
pay the brokerage exchange here it is00:18:49
already included in one commission00:18:51
takes brokers and then gives them back00:18:53
exchange Well, that’s how the tariff schedule works00:18:57
Tinkov’s line and even some00:19:00
tariffs compare, his containers are larger00:19:02
Because the stock market is already sewn up here00:19:04
sewn up that's why and more That's why00:19:06
the report is not bad Yes, there is a drawdown everywhere00:19:09
currency section of course big growth00:19:11
gave That's all we know because they00:19:14
went other currencies there in Hong Kong and so on00:19:16
further, therefore, there is an increase in the rest00:19:17
Falls everywhere but everyone makes money00:19:20
not a bad company Yes there was some negativity00:19:23
decided not to pay dividends Well, some advice to us00:19:27
I've decided yet. It's certainly not final yet.00:19:29
solution Maybe change shoes but friends00:19:31
in general it is necessary to pay dividends00:19:33
not bad we believe you we feed you everything00:19:36
together we buy you advertise damn it00:19:39
that you are reaping dividends, well, it’s clear that00:19:43
next year there will most likely be00:19:44
But now I’m still thinking, well, it’s better to think00:19:48
here again00:19:51
and another company that is a little00:19:53
began to average to Segezha which I00:19:56
I got the average price there probably00:19:58
6 yes Now it’s five Well, minus 1500:20:01
percent Well, I got the share to 3.2 here00:20:05
increased the share to 3.2 by about a percent00:20:07
maybe increased while sitting, but I’ll increase it00:20:10
us and there was communication with Segezha issuers00:20:13
you could have told me this earlier than I did00:20:17
increased position00:20:22
in general the communication was quite good00:20:25
the full hall of people was interesting00:20:27
curious insights that I have for myself00:20:29
carried out00:20:30
stimulation of timber industry00:20:33
complex This is the subsidy that was00:20:35
several months allocated00:20:37
a few months ago she00:20:39
mainly goes to cover the increased00:20:42
transportation tariffs from Russian Railways that00:20:45
also very important, that is, some money00:20:47
the investment did not receive a second00:20:50
also curious fact about Ikea00:20:52
because there was talk that IKEA00:20:54
it will be cool Synergy But really00:20:57
Here00:20:59
AFK is my favorite accordingly here00:21:03
for Segezha there is actually no such thing00:21:06
interest in their business model00:21:09
Vasily will be I imagine00:21:12
come up with00:21:15
not now but make an interesting moment00:21:18
because plywood is exactly that00:21:22
product category that is exposed00:21:23
pressure itself is the main00:21:27
Ikea product line and here00:21:29
very difficult because sales markets00:21:31
domestic sales are very limited and00:21:33
the external ones are also closed, here we are00:21:36
export from Russia to other00:21:38
the site was also limited there were positive00:21:40
news that I learned for myself that00:21:42
The factories are almost fully operational00:21:45
power that all equipment00:21:46
fully equipped, that is, something there00:21:48
engineering request for new for new00:21:52
machines and so on. In principle, no00:21:54
here the factories can work very well00:21:56
not bad from an export point of view00:22:00
Asian markets are also already being talked about00:22:02
supplies explains to the Chinese what it is00:22:04
such a new direction about it too00:22:07
tilt of houses is also very active in the hall00:22:09
they were interested in this and were also interested in00:22:12
there are thoughts that these Well villages are00:22:15
the mud of the houses will be Well, actually00:22:17
expand into the retail segment00:22:19
because they are just as durable00:22:21
cost price and so on just for00:22:24
current moment these are the marks that00:22:26
yes Perhaps they combine00:22:29
these are the risks because plywood is00:22:31
also the story that has not yet00:22:33
headed to Asia, that is, it’s still going there00:22:36
there is already news that is already directing00:22:40
halfway almost the plywood found its way into00:22:43
That’s actually why I started Asia00:22:45
buy00:22:46
of course subsidies from the state00:22:49
gobbled up everything Yes, all the transportation and this00:22:53
also, by the way, Vasily spoke with one00:22:56
on the other hand, I'm talking about transportation rates from00:22:58
one side of the state subsidy 1000:23:00
billions but companies say00:23:02
that all this was gobbled up by tariff increases00:23:06
for transportation00:23:11
With one hand he gives and with the other he takes away and it seems00:23:14
like Damn00:23:15
that's all they gave the company money but00:23:21
did not earn more in another00:23:22
the place was taken away but unfortunately like this00:23:24
it turned out well it was difficult at first00:23:27
take into account I started typing just for myself00:23:30
when they gave subsidies to the industry00:23:33
in 10 there, in my opinion, billions Well, you see00:23:35
how it turned out. We need to communicate more often with00:23:38
tops uh took the phone00:23:42
Now we will write more often00:23:50
I came across the post because Segezha’s account00:23:53
leads leads also in the pulse on the social network00:23:55
pulse we brought plywood along the corridor00:23:58
north south new logistics scheme00:23:59
Kirov Astrakhan Iranian looks like this00:24:01
port territory of Iran port another00:24:03
Nawashila Indian port general00:24:06
route length 7200 kilometers00:24:09
compared to the traditional route00:24:11
via Novorossiysk Soviet Channel00:24:12
north-south corridor reduces time00:24:14
delivery of goods from Russia to India00:24:16
approximately doubled to 15-24 days00:24:20
potential savings associated00:24:21
transport costs can be achieved00:24:23
about 20 percent that is news Well00:24:25
of course extremely positive. Here is the market for it00:24:27
So far we've practically lost something00:24:31
one more news because you say ah00:24:33
that you knew and were silent about Iran00:24:35
what they really are now00:24:36
arrange logical paths but not in00:24:39
in all regions these paths are simple00:24:42
for example, through the eran there are two00:24:44
railways through which it goes there00:24:46
way to transport goods but somewhere in00:24:48
middle of the country railway00:24:49
interrupted, it's just the road, that is00:24:52
will be needed00:24:54
overload everything on this piece of hardware00:24:58
cars and then yes bring them to the road00:25:02
then bring the railway to the road and then00:25:05
further direct but again positive00:25:08
that the team seemed to be flying00:25:10
Segezha in Iran agreed that this00:25:14
site Well laid iron veins00:25:17
plywood00:25:19
Maybe you built it industrial00:25:23
complex on the territory of the state00:25:25
Iran Well, okay, the fact is that00:25:27
build new logistics00:25:28
practically there is another way to shorten the path and00:25:31
financial costs are of course a positive00:25:33
it's just building up right now00:25:36
only the goods will go. Therefore, in the reports00:25:38
We will see this in quarter 2-3 and so on00:25:41
Therefore, with an eye to the company00:25:43
I like it so I picked up a share00:25:45
a little bit, if there is any00:25:46
correction Well, basically another percent00:25:48
maybe I'll even pick it up Okay, this is it00:25:51
history not now here is Yuli Smirnova00:25:52
Yandex asks itself: Will there be growth?00:25:54
now Yulia now there will be no growth now00:25:57
markets are closed Today is Friday Here we go00:26:00
Monday Most likely there is no growth either00:26:02
wouldn’t come in handy Well, according to Yandex, despite00:26:05
on a fantastic report chances for growth00:26:07
too Not enough Yes, well, the clearing too00:26:11
This story is more long term00:26:12
now there is nothing to grow with. Therefore, in principle, for00:26:15
a week like this, I increased the cache and added it00:26:17
averaged out the positions a little, added00:26:19
Moscow Exchange Here's a little bit for yourself00:26:21
probably And I grew by half a percent00:26:23
listen by the way Alrosa is probably one of00:26:25
I also have a small share of issuers00:26:27
takes about two percent mighty probably00:26:28
throw it in, I still think that00:26:31
at current levels Alrosa is extremely00:26:33
interesting e is basically protected from00:26:35
sanctions because, well, the main one is ours00:26:37
Belgium or whoever is the supplier somewhere00:26:38
The diamond exchange is there and uh from under sanction00:26:41
The Russians brought out That is the text portal00:26:43
growth there is still normal as00:26:45
she says production and export volumes00:26:47
almost didn’t collapse, that’s why in principle00:26:49
current for Alrosa I think they’re good for00:26:53
investment That's what the topic is Well, no00:26:56
quite geopolitical now00:26:58
everything always goes wrong and oil diamonds are wrong00:27:02
there are many stories where there is here I am00:27:05
chose a briefcase there yes Well maybe00:27:07
be the growth oil company00:27:08
who wants to say this report00:27:11
why the Moscow Exchange, in principle, but I00:27:13
I said it’s already above 80 so far we’re holding up well00:27:16
potential up to 100 Well, at least there is00:27:19
within the site there are up to 20 percent00:27:21
I have 100 of them already, I’ll think about it00:27:22
view reports, market conditions, etc.00:27:24
here Well, for now here's Segezha as you see00:27:27
same thing These are the minimum marks less00:27:29
were there four and a half almost but00:27:31
so it is essentially trading at a minimum00:27:33
all the negativity that essentially exists in00:27:35
price That's how oil is, I think the same thing00:27:38
add 3-4 percent to the portfolio like this00:27:41
dilute because I have Neftegaz00:27:42
only at Novatek Rosneft, uh00:27:45
Tatneft Well, doubts and analysts00:27:48
By the way, Tinkoff does not recommend this from00:27:51
add them and understands the dividend00:27:53
The story is not bad00:27:55
partly Tatneft half of the production00:27:59
the domestic market to forget even more00:28:00
part than half that's kind of it too00:28:02
it's not all that bad for the extraction00:28:04
in my opinion the highest in Russia is from00:28:06
oil Well, okay, the report came out for 9 months00:28:08
RAS revenue00:28:10
997 billion plus 30%, year year Well, here we go00:28:15
if you take 9 months Yes, purely profit00:28:17
or plus 49 year everything is not bad if not00:28:20
go into detail that all00:28:22
this result is fantastic Yes which00:28:24
showed in 10 months came exactly to00:28:26
the first quarter plus 49% was contributed by00:28:29
contribution to the first quarter of the twenty-second00:28:31
years when the discount on Russian oil00:28:33
This whole mess hasn't started yet00:28:35
discount on Russian oil is not yet00:28:37
started in the second quarter net00:28:39
profits fell in 1919 and now00:28:41
third quarter by 31 percent year-on-year00:28:43
so the numbers for 9 months are not bad But00:28:46
if you sort it by quarter, then the second and00:28:48
the third quarter is getting worse and worse and worse00:28:50
that's why uh, taking into account the current00:28:52
conditions, here are oil prices if there00:28:54
Of course they will fly at 120-130 140 of course00:28:56
from oil will grow in principle and under00:28:58
it's still possible in the nearest place00:28:59
keep or buy most likely she00:29:02
will leave the range there by 50000:29:03
maybe it goes somewhere, but if00:29:04
long term while she is not so interesting00:29:07
Probably Lukoil Rosneft I think00:29:10
it will be much more interesting That's all Well, that's it00:29:12
my thoughts Lukoil00:29:14
I have Rosneft I ask Rosneft00:29:17
I will increase the share again, I explained it many times00:29:19
Why oil and not Lukoil?00:29:21
Well I suggest we go to my partner00:29:23
Give me a briefcase and a Russian company00:29:25
Russian reports because on this00:29:27
week and someone else pleased Who in00:29:29
portfolio is still worth discussing now00:29:30
First of all, I will show you a snapshot of the portfolio00:29:33
because they asked me to show what I had in00:29:35
briefcase what's going on what's the news00:29:37
actually 39 companies 12.5 percent00:29:40
cache we are almost equal to you in terms of00:29:43
Of course I have a cache position00:29:46
euro gang bonds that is the one00:29:48
part of the portfolio that I keep and save00:29:51
So far we have no downside risks in markets00:29:55
will become minimal because now and00:29:57
It’s difficult to navigate the Russian market00:29:59
I was interested in China Little by little I started00:30:01
form positions00:30:03
Panfilov is there about Djivan asking about00:30:06
Jones will be talking about ispirion today00:30:08
today it will also be with graphics clearly00:30:11
Vasily, tell me everything, he’ll show you here00:30:13
so is everything basically00:30:15
keeping my position is the only thing I have00:30:19
there will be an update according to my strategy That is, I00:30:21
I will highlight strategic positions and00:30:24
tactical where possible let’s say00:30:27
negative impact of markets here00:30:29
we have to be more active about00:30:31
this is to write and manage capital00:30:33
because actually my performance at00:30:35
Smart Love was dedicated to something like00:30:37
would be included at good levels there already00:30:40
even in the second half of this year but00:30:43
the market eats away all the profits and00:30:46
positions remain here already with00:30:48
discounted so to speak risk that00:30:50
there are very few earnings in positions00:30:52
there is a dividend yield that00:30:54
will be in portfolio positions, that is, there00:30:56
Phosagro paid good dividends Well00:30:58
that is, Mother and child, that is, a lot00:30:59
dividend stories no matter what00:31:01
but exchange rate growth is lost here00:31:04
we really have to act more00:31:05
active so some chips from yours00:31:08
capital management will have to be adopted00:31:10
on your assets including00:31:13
maybe someone will say that everything is Vasily00:31:16
I was bitten. What happened?00:31:21
Vasily didn’t bite me so I should trade00:31:24
I won't Bear I won't just will00:31:26
more active control so that on this00:31:28
market not to lose its profitability A00:31:30
now Alex let's move on to Yandex, well00:31:34
the combination of the report was really good and in00:31:37
basically like we talked to00:31:39
Vasily that Yandex is one of00:31:42
issuers Who in such a complex market00:31:44
looks just like one of the favorites00:31:48
the fact that it eats away advertising revenues in00:31:51
The management report itself also notes that00:31:53
thanks to small and medium-sized businesses for00:31:56
due to the departure of many players due to00:31:58
that the search segment there are advertising advertisements00:32:01
requests worked well very good00:32:04
the report, that is, it was just on profits00:32:06
everything is good search and portal then 4500:32:08
percent year year Well, really good00:32:11
numbers Despite the fact that Yandex00:32:13
occupies the largest share in advertising00:32:16
the Russian market of Wright those despite again00:32:20
on the difficulty with what seems to be00:32:23
servicing fleet vehicles00:32:25
further, to some extent, also goes00:32:27
this also indirectly affects business00:32:29
also shows plus 40 percent and com00:32:32
marketplace various these products00:32:35
show plus 53 percent That is00:32:38
True, the main drivers of revenue growth00:32:40
how we see the search for an army of those and whom00:32:42
they show themselves very well and00:32:46
alarm calls are relative00:32:48
reduction in the rate of just revenue there to00:32:51
the end of this year for subsequent quarters00:32:53
but nevertheless, as an investor I retain00:32:57
positions in Yandex because it’s obvious00:33:00
that this is the company that doesn't care00:33:03
will have a good market share00:33:06
I understand that there will be parallel imports00:33:09
still this is the direction of the brand00:33:12
Place of Yandex Market is also growing and00:33:15
here therefore it seems very accurate to me00:33:19
gotta keep keep holding this00:33:21
position but to enter now probably00:33:23
you need to wait If you don’t have Yandex00:33:26
probably wait for a correction because it00:33:28
it will definitely be that Yandex is one of the most00:33:31
let's say so high in this00:33:34
the company that falls the deepest if00:33:36
There is a correction in the Russian market00:33:38
Here But how do investors simply save00:33:40
position because it is an investment00:33:42
definitely an asset to keep00:33:44
add something you want to you Yandex00:33:47
Yandex present Yes share plus or minus00:33:50
almost like everyone else there at seven percent00:33:52
mediocre here I am, it's clear to keep it00:33:55
I will I will not cut00:33:57
the report was a little disappointing00:34:00
when that moment Yandex said that00:34:04
The fourth quarter won't be the same00:34:05
optimistic, maybe the numbers are there00:34:08
will be a little worse than now00:34:10
connected This is just with the last ones00:34:12
restructuring events without00:34:14
replacing a business asset and so on, yes00:34:17
so fourth quarter they say00:34:18
it will be more difficult. This is a little bit00:34:20
disappointed Here is the investor But of course in00:34:23
overall the report is just a great perspective00:34:26
Still consider Yandex interesting Well00:34:28
and of course Listen, you know if you take00:34:30
long term Yandex is with clients00:34:32
discussing I say Yandex within Russia00:34:36
the clearing is not bad, there is room to grow They are still00:34:38
while all the foreign companies have left00:34:41
not bad but one alone That is, and even here00:34:44
so what if suddenly Alexey Kudrina Yes00:34:47
to head there is also good for00:34:49
Yandex will be here But this is a prospect00:34:52
Maybe a year or two there and then about00:34:55
Yandex may forget because00:34:56
here is the domestic market and that's it00:34:58
closed by one of the main growth drivers00:35:01
In general, Yandex has been around for a long time00:35:03
development of foreign markets Yes foreign00:35:06
business and accordingly now when00:35:11
if he leaves the company and takes00:35:14
foreign business into a separate structure00:35:16
will take it for himself and develop it there Well00:35:17
everything is heading towards this, but Yandex doesn’t00:35:20
one of the coolest long term drivers00:35:22
growth will disappear therefore00:35:25
the goals there are 3000 according to Yandex I think it’s quite00:35:29
acceptable Yes if there's nothing wrong there00:35:33
further there will be no 3000 plus 50 percent00:35:35
current almost it's there on the horizon00:35:38
years maybe maybe faster here as it were00:35:41
everything everything can be00:35:44
You don't agree that Yandex's potential00:35:47
you can scoop after two to three years00:35:49
because in Moscow let's say central00:35:52
regions there is indeed high competition00:35:55
and saturation and high proportion00:35:57
penetration of Yandex services But if you go00:35:59
to the regions, there is also a field for00:36:03
competition with local taxis and so on00:36:05
then again, I’m just talking at sight00:36:08
for a year and a half based on the current00:36:11
current situation in five years00:36:13
Maybe Yandex will release00:36:14
I don’t know my own cars there00:36:16
satellites We don’t know what will happen00:36:18
work on how to further develop00:36:19
business Okay Well just like that I don't00:36:23
I agree with you that there is potential here00:36:24
after two or three years00:36:26
games based on current conditions here00:36:29
if everything goes on in the world economy00:36:32
and in Russia just like now Yandex00:36:34
there is still room for development and there is casing and00:36:37
on business development and boat growth00:36:39
within 50 percent if everything remains00:36:41
this is how it is now if everything00:36:43
will improve If suddenly there are some negotiations00:36:46
there is an agreement and Yandex 3.000 will be there00:36:49
in a week we study there our whole00:36:51
Moscow Exchange index00:36:54
there are two of them, that's why what can I say00:36:57
we also depend heavily on geopolitics00:37:00
unfortunately And in general yes the next issuer00:37:03
who also reported and surprisingly00:37:05
not bad this is a group of companies the plane in00:37:08
in principle, this is one of the developers who00:37:10
pleases with good stable financial00:37:13
results It is also worth noting here00:37:15
what's basically going on here00:37:17
development and delivery of housing in00:37:21
central regions and here including00:37:23
and because of this there is good growth00:37:26
growth is a plus00:37:28
70%. this is an increase in primary sales volume00:37:31
real estate again based on the results of three00:37:33
quarters next cash receipts00:37:36
increased by 85% and of course00:37:38
eighty percent is mortgage00:37:41
Housing and here are some interesting statistics00:37:44
and the Central Bank in general about mortgage housing00:37:47
lending for October 22 here00:37:51
I would like to00:37:53
feel for some kind of stagnation but let's00:37:56
Let's figure it out together if she's here or not00:37:59
because we see that in terms of volume we have00:38:02
in principle, here is a repeat of the quarter in May00:38:05
repeat of the quarter there in December, what volumes00:38:08
In principle, we have already seen them Despite00:38:10
what is the annual growth rate plus 800:38:12
7 The weighted average rate is the highest00:38:15
minimum 6 7 percent that is, we are00:38:17
We also discussed with you that for the first time in00:38:19
Mortgages in Russia are cheaper than in the USA, but at the same time00:38:23
the same time, taking into account this rate is very00:38:26
Pace pleasant for the end user00:38:29
growth I would like to see different more00:38:31
active and even00:38:33
the developers themselves also, again,00:38:36
aircraft group growth reports00:38:40
cost of average square meter00:38:42
amounted to 10 percent00:38:44
that is, 10 percent is something that is not even00:38:46
covers inflation here00:38:48
in my opinion there is some00:38:50
stagnation, that is, for the developer himself there00:38:52
1000:38:54
percentage increase when observed00:38:56
rising costs for everything else there in00:38:59
components within this one00:39:00
the development looks quite good in my opinion00:39:03
ambiguous that's why based on the results of 300:39:06
good quarterly results but with00:39:09
with an eye on the next quarter here00:39:11
I could be wrong, but somehow00:39:14
I don’t see any special growth driver.00:39:18
there is one note only up to positive00:39:21
for the company in October of the company For the first time00:39:24
first received permission to00:39:25
construction outside Moscow00:39:27
northwestern region in Tyumen in00:39:29
one of the most dynamically growing00:39:30
regions of the country, that is, well, expanding Who00:39:34
What kind of production do we have there?00:39:36
oil industry00:39:44
again, you and I will discuss it before Vasily00:39:46
managers, employees can get bonuses00:39:49
may gain access to other regions00:39:52
like I mean that before she00:39:54
worked there essentially in two large00:39:56
regions will now receive already received more00:39:58
maybe other regions will climb further00:40:00
where too00:40:02
you have to look at how these00:40:05
Let's just say the regions are rich That's why I00:40:08
I ask who is our skill00:40:12
square no And here is Gulnara00:40:15
samigullina along the highway me if00:40:18
I suddenly read your last name incorrectly00:40:19
asks Is it worth holding bonds?00:40:21
plane Well, obviously it’s worth it because00:40:23
that the company is stable and it00:40:26
only increases I hold it myself00:40:28
airplane bonds and don't plan to00:40:30
throw it away because why do it?00:40:31
good rate we fix income and00:40:34
certain issuers will not default and00:40:36
will provide all its00:40:38
obligations00:40:40
Listen, and again share a contract with00:40:43
involving mortgages 90 92 percent00:40:46
airplane while the mortgage lasts while there are rates00:40:51
banks are still finding subsidies and benefits00:40:54
different schemes at zero interest in three00:40:57
times more expensive to sell an apartment00:40:59
now Nabiullin's latest trick00:41:01
who criticized Yes the first two00:41:03
you can avoid paying your mortgage interest rate for a year00:41:06
They just sew it up in the long run00:41:08
so she says here you can do it now00:41:12
everything can lead to speculative00:41:14
rush demand I buy at00:41:15
foundation pit for an apartment mortgage now with00:41:18
minimum down payment later00:41:19
After 2 years I don’t pay the mortgage on the house00:41:22
completed, the price of the apartment goes up and I00:41:25
I immediately resell the rightful mortgages00:41:27
someone more expensive just that's why Here00:41:30
you can come up with so many schemes at once00:41:31
more and more new loopholes are infested, but the Central Bank is very00:41:34
now it’s tough. This stops everything00:41:35
Therefore, uh Will the market continue?00:41:39
mortgages grow, stagnate, and what if00:41:41
decrease, then profits will also decrease00:41:43
all these companies, I'm not sure what00:41:46
we will still have some kind of mortgage boom00:41:48
I think this is it, we are close to the finale00:41:50
mortgage boom in Russia00:41:52
Vasya, my deep exhalation was not directed00:41:57
about mortgages And here00:41:58
[laughter]00:42:02
friends There are a lot of positives of technology00:42:06
This company sounded with us, I remember you and00:42:09
advertised all the time I had00:42:12
some kind of skepticism and now00:42:13
I just sprinkle ashes on my head because well00:42:16
the guys provided just wonderful00:42:18
three quarter report just revenue00:42:22
grew 2 and 7 times three and a half00:42:25
billion rubles and the trouble is quadrupled Well00:42:28
that is simply00:42:29
amazing results In addition00:42:31
approved additional dividends00:42:34
I have friends, what are you doing?00:42:36
dividends one hundred percent of net profit00:42:38
one and three billion rubles over 21 years00:42:41
stay the same, the stock hasn't risen00:42:47
Damn I said it, I'm staying positive00:42:52
I say the portfolio will be 1,000, I will sell it at00:42:55
I want 1300 on a good report And something00:42:57
it was clear he was good and he was expected to be good00:42:59
1.300 exactly touched Damn I didn’t sell00:43:01
Looking at the report I wanted from 1400-150000:43:08
Well, in short00:43:12
that it’s 1,200, I’ll come in because00:43:15
friends, the report is really excellent, it’s clear that00:43:18
cybersecurity segments in Russia00:43:20
is just gaining momentum and is being found00:43:22
find clients find their niche00:43:25
because well, the speed of the epida is four times00:43:27
Well, you're just handsome, I'm right00:43:31
managed to make a thousand for corrections last time00:43:32
drop by here I have plus two plus 30%00:43:34
there was a position Yes, I wanted a trick + 3000:43:37
I didn't come out00:43:39
Why00:43:42
waiting for the rocket00:43:45
10 on such a report it would be possible, well00:43:48
400 thousand at least there at least00:43:50
asks00:43:52
what positive things can you say later?00:43:55
Well, as a player he’s really very good00:43:58
for the promotion Well, we have to wait for the rollback00:44:01
I think that in our Russian market00:44:03
some negative news here it is00:44:05
there will be a rollback and the opportunity to enter00:44:07
positions listen Well again, but not00:44:09
forget that you grow at a rate of 5000:44:11
You can’t have too many percent for a long time00:44:14
That's why00:44:15
the company is also almost in my opinion00:44:18
fairly priced maybe percent00:44:20
you can still grow by 10-15 Current00:44:22
moment despite the fantastic pace00:44:24
it's just that she's also a cartoonist00:44:26
now it is almost objectively assessed00:44:28
builds stands in the market That is, it00:44:30
there's definitely definitely something here00:44:32
there is no underestimation Yes, we are just here00:44:34
could lay down the future for even more growth00:44:36
quotes here agree waiting for now00:44:38
remain good so they could00:44:40
lay it down but it’s worth it objectively00:44:42
For now yes00:44:45
Oh Lord on that note I want to say00:44:49
what's on our parallel channel00:44:51
Tinkoff investments new project released00:44:54
it's called let's go find out and off we go00:44:57
not in the metal field but also in another00:44:59
company from the Metallurgists sector NLMK Where00:45:04
Anton Zaitsev dealt with00:45:07
production processes00:45:09
videoconferencing prompted him via00:45:11
financial part in terms of efficiency00:45:13
what to ask so be sure00:45:15
put the link in the description they wrote to me00:45:17
a lot of people already have positive feedback00:45:20
Go there go there therefore00:45:22
again here on YouTube too Write00:45:24
which issuer companies are you interested in?00:45:27
Where else to go and figure it out? Well,00:45:30
of course00:45:32
that's what I knew you'd say and then in00:45:36
Chelyabinsk00:45:39
with this analysis, issuers will00:45:42
go out regularly literally through00:45:43
a new film will be released in a month or a month and a half so00:45:45
sit on the Tinkoff investment channel for00:45:48
such a new and interesting project because00:45:50
that this is the first again the first00:45:52
Travel investment project me00:45:55
please contact Sberbank Gazprom00:45:56
please send me some00:46:04
Kuzbass bells probably00:46:08
an hour of sushi If I knew what happened00:46:11
Even Surgutneftegaz may be a small egg00:46:12
bought00:46:14
again a conference00:46:18
wait a ride on ours here00:46:22
It's clear00:46:25
I won't talk to anyone about the gurney either.00:46:28
communicated but was specific00:46:31
question does it still exist say that00:46:34
there is said that there is and that is simple00:46:36
sell they can not use00:46:38
can freeze at any moment00:46:39
this is the main problem the main problem00:46:41
but Kubyshka is there00:46:45
but I want to ask you for Suzuki00:46:47
I'll give you the answer to the question for now00:46:51
I don’t believe in devaluation, listen actually00:46:54
also with one client yesterday for a long time00:46:56
discussed for two hours Vasya if you are a game We00:46:59
we understand that next year we will have to00:47:00
around the world turn on printing presses at00:47:02
trillions we understand it differently economics00:47:05
the world will collapse, that is, the system again00:47:07
will be for the quality of a trillion euros00:47:08
new trillion dollars That is again uh00:47:10
Everything may reach hyperinflation00:47:12
by the way or uh management Yes00:47:14
the largest fund also talks about this here00:47:16
then if it happens this is madness for good00:47:20
saving the economy through hyperinflation00:47:23
here the ruble dollar is invisible there for 4000:47:26
30 Well, we discussed for a long time how I would00:47:31
I say the world is changing because in the background00:47:33
such monetary madness prices and00:47:36
oil can cost 200 Anything can happen00:47:39
where will the ruble be then 30 or something?00:47:41
comeback tuss00:47:46
start door00:47:51
what are you and I doing just now?00:47:54
listen to what is happening in the world I00:47:57
just a game we already think that in a year00:47:58
Just00:48:00
they'll come up with something to happen again, well, what's the reason?00:48:02
in the world they will come up with a way to pour trillions00:48:04
because without them the world will collapse and this is already00:48:07
need to do it there next year00:48:09
there are these slides, we'll talk there00:48:12
what are we doing00:48:15
Russian00:48:20
devaluation protection devaluation is not now00:48:22
interest is more with the risks of where00:48:25
frozen lie his pillow just00:48:28
fundamentally friends Surgut is not the best00:48:30
effective Oilman, that is, even you00:48:33
Tatneft was dismantled and you doubted the toast00:48:36
take not take but eat issuers00:48:38
Rosneft Lukoil which in principle00:48:40
look good and stand out and again00:48:44
history with dividends and let's say this00:48:46
ballast thank you00:48:48
because now he really doesn't00:48:50
works No well like her00:48:53
monetized therefore Think Come on00:48:56
let's go back to polymetal because here00:48:58
there was a lot of interesting news in00:49:01
operating results were released00:49:02
you know friends, well, not bad, that is00:49:04
production increased in the third quarter00:49:06
by 7 percent management confirmed that00:49:10
by the end of 22 they will reach the planned00:49:13
the results they planned00:49:15
for this entire year to produce about00:49:18
one and seven million functions that is00:49:21
such production volume00:49:23
Work is underway to pay off the debt, that is00:49:25
there with a net debt too The guys work00:49:28
However00:49:30
but what happened to the price?00:49:34
gold after release00:49:36
today it went back well now00:49:41
Silver is there at the time of our stream00:49:44
but the banks also recruited me into themselves00:49:48
just gold and here is the same question00:49:51
why didn’t they do this, that is, it’s here00:49:53
probably several bets why now00:49:56
this is happening and this is the first bet What00:49:58
the dollar will start after such record highs00:50:01
marks weaken which is also positive00:50:04
will affect the price of gold Well00:50:07
second point, what else to do? What are there?00:50:09
We also have stable assets during the period00:50:12
such00:50:13
the madness of central banks Well I would00:50:16
Russians, well, sort of00:50:19
Listen across the field of gold is still better00:50:22
this looks like an option00:50:24
Of course you can trade an instrument with us00:50:27
well we have a fund for gold00:50:31
there is gold but on the Moscow Exchange00:50:34
it is traded in rubles, the quotation is in00:50:36
rubles is physical gold in dollars00:50:38
that's why the quote of this issuer00:50:42
depends on the price of gold and the exchange rate00:50:44
from the dollar exchange rate. Therefore, if you are waiting00:50:47
devaluation or growth of precious metals then in00:50:49
in principle, these are ruble instruments00:50:50
buy etf available00:50:53
I like gold better00:50:59
miners within the Russian Federation00:51:02
I’m probably not ready to do it now either00:51:05
bet because first of all not all00:51:07
sanctions have still been applied and there are00:51:09
sanctions pressure, which is also very00:51:12
important Well, the second one is also a question again00:51:14
value that is very very active00:51:19
correlates with what to take risk here00:51:21
issuer00:51:22
if there is again an alternative How00:51:25
invest directly in the underlying asset00:51:28
there is gold00:51:29
and finally Gazprom00:51:34
That Vasily I still am00:51:38
investor of Gazprom, that is, I don’t record00:51:41
positions these dividends came in principle00:51:44
Gazprom was read for00:51:49
three quarters noted that even in 1000:51:53
months noted that they reduced production by00:51:56
18.5 percent there is a decrease00:51:59
demand in the domestic market, which is also00:52:01
so negative00:52:03
the negative aspect is growing at the same time00:52:07
gas exports to China along the path to the power of Siberia00:52:12
Well, that is, again Yes, friends, obviously00:52:15
what is this story that will be milked on00:52:17
dividends in subsequent quarters00:52:19
subsequent periods therefore here exactly00:52:21
Well, just like an investment00:52:23
some kind of strategic bet00:52:25
Immediate prospects I don’t think so00:52:27
here Gazprom will show us growth like me00:52:29
I say this is the company with which everyone00:52:30
everything happened, everything is possible and everything happened00:52:33
negative factors realize therefore00:52:35
that it's just holding on again I again I00:52:38
Novatek You're at a conference on the sidelines00:52:41
I talked to different people too00:52:43
managers still look more00:52:46
so far the majority are in favor of the current00:52:49
marks00:52:51
diversification probably interferes, friends00:52:54
the latter is also a player on the Russian market00:52:58
the player never talked about this00:53:00
company I don't know what's right00:53:04
I didn't say00:53:07
in fact it just came out corporate00:53:11
shock I don't even know00:53:14
Well, I haven't seen any confirmation00:53:17
regarding this, that is, this is what we have00:53:19
I read you in such an open way00:53:21
sources straight super deal with00:53:24
disclosure of information I didn’t find it here00:53:27
at least according to Thursday they took off00:53:29
at the same time, again the question is how much00:53:33
is the growth justified and how much is it00:53:34
Safe because these are receipts and if00:53:38
suddenly some kind of deal happens00:53:40
to somehow pay off these00:53:42
receipts by holders and As far as I00:53:44
I understand. It’s also possible that there are some00:53:45
legal risks so probably00:53:47
some kind of speculative trading00:53:49
story [music]00:53:52
I think sales will happen but I don’t think so00:53:56
nothing interesting here yet anyway00:53:58
catch even after all this news00:54:00
just even if we analyze ours00:54:03
the big three telecoms This is one of00:54:05
let's be honest00:54:10
so that, of course, as much as possible for this00:54:13
sector therefore no not interesting00:54:16
interesting Listen here again damn what00:54:19
they smoke walster journal reports00:54:21
resale of oil delivered by sea from the Russian Federation00:54:25
will not be subject to price ceiling A00:54:27
How do you like Elon Musk, what do they smoke?00:54:31
Well, of course it's a shame Vasya, it's creative00:54:34
thinking00:54:38
They sell for 80 to Europe for 100 per00:54:42
what's the problem a minute Solovyov00:54:48
in some kind of world we live where everything is simple00:54:51
in the world some damn just people people about00:54:55
this is an economy that can be solved by anyone in economics00:54:57
didn't know a damn thing00:55:00
So what kind of world is this, what a [ __ ] year00:55:04
how did they all get here in the first place?00:55:07
before you start telling00:55:09
my horror stories Let me read out the question00:55:11
Kwik-Vee asks whether it is worth taking out a loan00:55:14
and of course you want to buy shopify without00:55:18
If you want to remain homeless Of course00:55:22
if you just want to live on the street in00:55:24
Be sure to get a TV box00:55:28
credit00:55:33
to have a place to live in a box from00:55:36
She definitely doesn’t throw out the refrigerator00:55:38
it's just a matter of time how it will come in handy00:55:40
Practice shows it's a matter of time00:55:42
so that's all the answer00:55:45
listen Let's talk about foreign stocks00:55:47
then when we talk in00:55:48
shares if there is a question in Russia No, I’m here00:55:50
wrote many times and introduced a question about mining and metallurgy00:55:53
nornickel00:55:54
I have not added this company to my portfolio either00:55:58
once yes00:56:00
I've been skeptical for the past year and a half00:56:02
I treated her nothing bad about her00:56:03
I don’t want to talk and of course I can’t00:56:06
you are the best company in the world. But how?00:56:10
as if he's holding us00:56:17
Vasya was just there at the factory too00:56:21
watches our show We don’t know00:56:25
I was there So I don't want to buy this one00:56:28
company Well, that's all I know more than00:56:30
other00:56:35
Yes basic basic00:56:39
the reason why I didn't want to buy this00:56:42
company for the last year and a half and in that00:56:44
the year before even yes I said that00:56:46
transition to electric cars and the fall00:56:48
demand on the ward for catalyst at00:56:50
ward This is the lion's share, as it were00:56:52
It’s clear that the mining and metallurgical complex has prices, as it were00:56:56
slow down just falls everything is fine00:56:57
you can see what just happened there00:56:59
export export sanctions no sanctions00:57:01
anyway, in my opinion it’s not the same00:57:03
bad in terms of UMMC exports here00:57:06
long-term and unclear topic unclear00:57:07
a topic with its own, how to say it00:57:11
politics Well, these are conflicts of interests00:57:15
between the secret bucket Yes because00:57:17
there then from this year at the end of this year00:57:20
the dividend will most likely change00:57:21
politics, that is, it was in effect there00:57:23
a certain period this period00:57:25
ends this year next year00:57:26
maybe MMC will stop paying00:57:29
dividends are also a high chance00:57:31
Well, then he's not particularly interesting00:57:34
many of them will want it even more00:57:36
come out it was a very strong driver00:57:38
growth so there is a conflict of interest there00:57:41
has been present for the past00:57:43
probably ten here00:57:46
Look, I don't think it's right there00:57:49
will stop paying dividends because00:57:51
all the same, well, just if we correlate00:57:54
Let's call the company there by this name00:57:57
square to the bottom box that is00:57:59
an issuer that already pays dividends00:58:05
it's simple00:58:07
showed this big matrix00:58:13
didn't like it very much00:58:17
issuer that pays dividends on00:58:20
for several years and plus Our00:58:22
market This is defined in some way00:58:23
degrees00:58:24
fields for dividend sales00:58:27
strategies and of course they are here00:58:29
will pay dividends then I'm afraid00:58:30
imagine what will become stock quotes00:58:32
companies00:58:33
Well, yes, that is, I didn’t buy it either00:58:37
basically I don’t want to buy yet, that is00:58:40
here's my briefcase, that's different00:58:42
By the way, there are no stories of Metallurgists at all00:58:44
no developers either, no retail either00:58:47
Yes, I don’t believe in either one or the other. Well,00:58:50
I don’t believe these three sectors00:58:52
there are no coal miners either, well actually00:58:55
the rest is the portfolio at the beginning of the release00:58:57
saw these four sectors and00:58:59
energy sector 5 5 energy sector there00:59:01
there’s nothing to catch either, all worn-out kapets00:59:04
gigantic in front there I say those at00:59:07
I know clients even from00:59:10
this sector00:59:14
I don’t recommend buying Russian companies00:59:17
these companies we work there so we don't00:59:20
I advise that's why I don't go there00:59:25
Let's00:59:28
the release has begun, of course, that's all00:59:31
what's going on in the American market today00:59:33
let's move on gradually just to it here00:59:37
up down up down one and a half two00:59:40
percent indexes have not been able to for an hour00:59:42
decide what the hell to do Yes00:59:45
Powell damn yesterday sent us all to where00:59:48
away And the market sent another one00:59:50
look for something new now unemployment is out00:59:52
unemployment data unemployment00:59:53
Yes, but the number of workers has increased00:59:56
places Of course there are more expectations that is00:59:58
everyone seems to be decent sometimes sometimes01:00:00
do you think that everything is real there?01:00:01
draws draws because sometimes01:00:02
look at all this data Well, it can’t01:00:05
damn such a ratio to be there Yes, that's it01:00:08
the number of jobs created is crazy01:00:10
job vacancies are at their peak almost at least01:00:12
kickbacks under 10.5 million if not 11 Here it is01:00:16
the unemployment rate there is 3.701:00:19
for some reason it has increased now Well okay for01:00:22
that the market is hooked on some Positive01:00:24
it seems like everything started to fly upward01:00:25
the fact that wage growth has slowed down01:00:28
finally Yes a year there a little01:00:30
small reduction for a month anyway01:00:31
there's an increase of four here But but01:00:34
the braking is visible, it’s very strong too01:00:36
drive down inflation inflation01:00:38
production and inflation in the economy01:00:41
This is not something you can hook onto01:00:44
that is, in general, of course, taking this into account01:00:45
factor and growth of the general level01:00:47
unemployment report of course01:00:48
it should be negative for the market01:00:50
positive But the number of jobs01:00:52
equally chic That is, while American01:00:54
the economy creates more jobs01:00:56
Although all companies stop trumpeting01:00:58
hiring we're laying off we're laying off soon01:01:00
the labor market will unfold it will be in01:01:02
in favor of soft-metal policy in favor of01:01:03
there are literally two or three more growth drivers01:01:06
for a month maximum we will be absolutely01:01:07
See other figures for unemployment01:01:09
labor this is understandable and what does the market have to do with it01:01:11
labor number of unemployed in all01:01:13
world Now it will begin to grow sharply in01:01:15
Europe and Britain and America Maybe01:01:18
I will most likely be even in Russia01:01:19
it seems so01:01:21
next year is guaranteed in Russia for me01:01:23
it seems there will be a statistical paradox, well01:01:26
By the way, there are reasons for this.01:01:30
I left a lot for my reasons01:01:33
therefore there is no one01:01:37
this is a fact, well, in short, here’s the broadcast01:01:40
started Almost one and a half percent if01:01:42
now the minus is leaving the fangs are flying down01:01:44
They'll just talk, that is, the index01:01:45
now it's been falling all week, the distribution is going on01:01:48
elephants the distribution of elephants is final01:01:51
distribution now everything is final once again01:01:53
final quarter four where is everyone01:01:55
it will finally be decided, we will find the bottom01:01:58
maximum supply in America maximum01:02:01
inflation is the final reversal01:02:03
quarter Yes, in principle, I just haven’t yet01:02:05
since I say I don’t know when October01:02:07
November or December Yes and on what dates01:02:09
marks, I don’t rule out that taking into account the message01:02:12
Pavel, probably everything will happen. The finale will be just right01:02:15
for quarterly December expiration in01:02:17
In America there will be a finale no longer01:02:20
that's out of the question, well, let's go01:02:24
4 percent rate increase by another 0.7501:02:27
steps of course which steps steps steps01:02:30
pace of steps01:02:33
this time I understand you perfectly01:02:36
keep going okay size of steps01:02:39
with which Mr. Powell walks in this01:02:41
once in this cycle of course she amazes Well01:02:43
compared to the others, yes That is, earlier than 0.2501:02:46
05 now at 0.75 rubles01:02:49
what caught my eye of course01:02:51
inflation 8.2 Yes uh rate 4 well01:02:56
nothing, well here at least four in01:02:59
Britain also raised the rate by 0.75 She01:03:02
only three and inflation there is 1001:03:05
Europe 10 and 7 And the rate is still two there01:03:08
I mean, the Fed is still somehow damn01:03:11
more or less adapts and tries Well01:03:14
why does no one take such steps at such a pace01:03:19
doesn’t raise Although everyone understands that01:03:20
Don't expect a soft landing here in the whole world01:03:23
there won't be a soft landing01:03:26
there is only one key phrase01:03:28
speaks for itself he said to us01:03:31
now The most important and important thing is to return01:03:33
confidence01:03:35
there's nothing more to say01:03:37
they screwed up the situation is getting out of hand01:03:41
control Trust is no longer in the Fed01:03:43
politics, not to the dollar, not to well, not to01:03:46
dollar I have to American traders A01:03:48
this is an American debt without which01:03:50
Damn, if you can’t borrow, you won’t be able to borrow01:03:53
to exist in short, the disruption began01:03:55
just trust whether the Fed controls01:03:58
in general at least something and a situation01:04:00
that's why that's the main thing he said01:04:05
we need to regain Trust Yes of course still01:04:09
there were hints not hints He said that on01:04:11
this cycle of increase will not end that01:04:13
the rate will be slightly higher than ours01:04:15
were oriented earlier That is, there was earlier01:04:17
reference point 45 now beyond 45 then01:04:21
there is The market is counting Well, taking into account01:04:24
current today non-farms of course 07501:04:27
wait at the next meeting No longer01:04:29
I need to talk about the meeting, most likely there will be01:04:31
the rate was increased by 05 percent Well,01:04:34
maximum 25 there will be an increase and after one01:04:36
meeting all This will be the cycle01:04:38
completed I don’t think it will be higher than 47501:04:40
rate in the USA you know Vasily I twice01:04:43
listened to the speech literally live01:04:47
I watched the broadcasts and these three-minute01:04:49
I watched the S&P 500 candles as if in a moment01:04:53
bet designation markets met with01:04:56
expectations with the fact of 4 percent01:04:59
a huge growth candle then you became01:05:01
Paul spoke and pessimism began to reign01:05:06
on stock exchanges, including01:05:08
Bitcoin chart that jumped out at me01:05:11
eyes that Paul spoke about several times01:05:15
that we need to return to01:05:16
target inflation rate of two01:05:19
percent but friends Look at the graph01:05:21
at rate 8 inflation rate level01:05:24
inflation 8.2 how it should develop in01:05:27
four times that is here01:05:30
the high base effect here is just for me01:05:34
I think Vasily is here01:05:36
confidence confidence01:05:39
zero if the economy is simple01:05:43
need to make a hard landing on inflation01:05:45
Exactly01:05:48
flew into minus where is the year I live in01:05:53
Moscow01:05:57
for an apartment this year in Russia 30 4001:06:01
50 percent01:06:02
thought that very01:06:06
such active rate increases01:06:09
They, of course, now we don’t see that01:06:12
inflation is actually falling and01:06:14
maybe there will be more than one01:06:16
the promotion just means he's just a [ __ ]01:06:18
say damn he's just running after the train01:06:21
departing train That's all he screwed up01:06:23
moment when it was necessary to act01:06:25
now he's trying to damn it just damn faster01:06:28
run after the departing train it's all Dude01:06:32
late everything to Left Left after now01:06:35
there is no need to raise it any more without you01:06:37
next year it will go to zero even if01:06:40
you won't do anything and that's it01:06:42
the main thing is that he understands that it is not necessary01:06:44
get more he understands that it's too much01:06:46
deflation will happen, he understands everything, but now01:06:49
there was just a breach of trust01:06:52
American you're fat, no one is01:06:55
buys That's all the market has been shaking for a long time01:06:58
only sellers started to buy or not01:07:01
not banks, not external players, no one01:07:04
so damn it's just that's why I bet01:07:07
only damn the capitals came here01:07:10
I really missed you parking01:07:14
black box01:07:16
there is a crap once he craps himself again01:07:19
times Well, in short01:07:22
Well let me tell you here the sound is unfortunately not01:07:25
disappears01:07:31
in general, friends because it will work out01:07:34
inflation doubles, of course it's in01:07:37
this short horizon of the fourth01:07:39
quarter and first quarter of 23 she01:07:42
can't if we just see the pace01:07:43
reduction But on the other hand the premise01:07:46
for this there is and we really see it We01:07:48
we see a decline in consumer confidence and01:07:51
all these leading indicators from01:07:53
conference on board a couple of weeks ago01:07:54
They published many and01:07:57
company management and consumers have already01:08:00
reduced their consumer spending01:08:04
in principle, the level of consumption is01:08:06
at minimum levels this will also happen01:08:09
provoke a decrease in inflation but01:08:12
will we go from level eight to two01:08:14
four times percent is very01:08:16
a huge way to go01:08:19
this rate and I'm not sure what for one01:08:22
quarter for two quarters we reached this figure01:08:24
we'll see, so maybe there will be some01:08:26
stabilization of the key rate plateau01:08:29
Fed Perhaps it will be in the first How many01:08:31
at the end of next year it will be 0 Here01:08:34
she will be here late next year01:08:36
in the end Yes it will be longer01:08:44
year she will be01:08:48
relative to the current year Of course you can01:08:51
Link any subscribers anyone01:08:52
watches our episodes01:08:58
why was it a mistake yes that is01:09:02
what everyone wanted Central Bank what01:09:04
there were them They wanted to sit out the acceleration01:09:08
inflation Yes, no one wants them01:09:10
raising rates is very strong01:09:12
destructive to the economy, everything is gigantic01:09:14
in debt They thought Well, the quarter is still well 201:09:16
Well, let's bluff now Let's read01:09:18
weighted average for three years that they01:09:20
only they didn’t tell us we don’t see we don’t see01:09:22
We don’t see normally Everything is under control01:09:24
well, damn it, at least look at the trajectory01:09:27
Damn mother he is some kind of [ __ ] up They01:09:30
we wanted to sit it out, it didn’t work out, but we didn’t01:09:33
it happened now the same thing you understand01:09:35
I thought it would subside but just sit it out01:09:38
now you can't be all about it01:09:40
the problem is that now you can’t market01:09:42
takes a long time to collapse and this is a key market01:09:45
long in the world and there is simply no one else01:09:48
doesn't trust those active besides me01:09:50
probably Damn me Because for almost everything01:09:53
I came by by the way01:10:00
the paradox itself that I want to explain Yes again01:10:03
to the market for a long time this is the smartest01:10:05
a large market in the world depends on it01:10:06
Weather in general in the global economy But then01:10:09
what happened now after after01:10:12
Fed meetings are not in any textbook01:10:15
find this example01:10:17
never the economy of it just isn't01:10:21
this axiom is not present in the cycle01:10:25
increase in interest rates Yes long01:10:28
the end of our curve falls more strongly at01:10:30
cycle of lower interest rates with01:10:33
higher cycle, lower cycle01:10:35
percent the far end of the curve is rising01:10:36
stronger, yes, that is, well, this is distant01:10:40
the end wobbles more than the near one Yes01:10:42
consoles lead up or down01:10:45
That is, of course we are waiting01:10:48
all yields fell across the entire duration01:10:51
But lately we've been having an interesting01:10:54
The paradox turns out01:10:55
Well, s&p, oh well, you can scroll through the chart01:10:58
what didn't we see there? Let's do it01:11:01
look at the inversion01:11:04
the one to hide between two-year-olds01:11:07
ten years ago, I think we broke the record01:11:09
probably since 80 minus almost 6001:11:11
points that is01:11:13
minus 60 by the way That's a clear hit yes01:11:16
accidentally did I got into ten years01:11:19
yield 4 almost 2 and two-year01:11:23
short bonds yield almost 4 and01:11:26
8 what does the curve look like now so you can01:11:29
saw this is what she looks like now01:11:31
the most anomalous inversion in history01:11:35
and moreover, when the master fell, he raised01:11:39
bet another 075 and gave a forecast not even01:11:42
market forecast is confident that there will be an increase01:11:45
at 05 for example at 0.25 that is, it is in01:11:47
in principle already on the market. Look how01:11:51
after the Fed's speech, the situation immediately developed01:11:55
picture in the entire long-term market up to01:11:57
It won't change much in 30 years.01:12:00
because we already know all the introductory01:12:03
give or take somewhere around 475 there will be a final01:12:06
most likely later Well, either a pause or01:12:08
reversal that's what it's all going to happen01:12:11
closest in the next two meetings01:12:12
but they played it out01:12:15
short bonds on the horizon01:12:18
within one or two years they had reached 4.801:12:21
that is, this rate is 475 waiting01:12:24
which is about to be on the horizon of the year01:12:26
Well, here they will be in the next few months01:12:29
won back but the far end of the curve is there01:12:33
the [ __ ] up doesn't bend anywhere01:12:35
there the price tags have not gone down and the profitability01:12:38
the top didn't go you can see perfectly01:12:40
yield for ten years 4.2 there yes 2001:12:43
years old A little higher there 4401:12:46
although there is also 44342 on That’s it01:12:52
the most anomalous inversion and of course this01:12:55
the biggest risk and fear that01:12:56
the market is laying now, but of course I01:12:59
once again I bought 20 years of Kida That's mine01:13:02
main position01:13:03
for clients if experimental moment Vasily01:13:07
actually because it's possible01:13:09
after all, the press and, in principle, all politicians01:13:12
they really like to change forecasts to expand01:13:15
these are the spreads for forecasts for01:13:17
targeted levels and I'll be honest01:13:21
Vasily I wouldn’t be surprised if the level01:13:22
targeted inflation will rise two01:13:24
percent01:13:25
Well, no, here we are, now here we are01:13:29
we see from the curves there for 15 to 20 years01:13:33
Well, these are some abnormal levels01:13:36
you make sense Absolutely no, what's the difference and01:13:40
their task their task01:13:43
start printing money again as soon as possible01:13:46
faster01:13:48
otherwise the whole world will collapse, this is everyone’s task01:13:51
now central banks And if01:13:53
now there is not high inflation they would now01:13:54
already printed in trillions Trust me01:13:57
you understand01:14:04
margin of safety01:14:06
economy So that inflation falls quickly01:14:09
To quickly cause inflation to appear01:14:12
the economy fell and died01:14:14
and it's all better to bring down the Spirit01:14:17
Stifle the hares and you'll already have a reason01:14:19
in May in June damn calm candle of the year01:14:22
everyone should start printing presses here01:14:24
basically what path are we all going on?01:14:25
what a long wait what a long time to wait Let's01:14:28
to hell with the global recession and01:14:30
inflation will still fall along with it01:14:32
that's why further rate increases01:14:36
will no longer have a significant impact on bonds01:14:39
distant 20-30 even 10 20 30 years therefore01:14:43
plus or minus, all this has already been laid down01:14:46
horizon of one two years in principle01:14:47
Of course we can see a little bit what the prices are01:14:49
according to TLC there on the topic will fall and profitability01:14:54
they will grow up but not much, really not01:14:56
there are strong fluctuations there in bonds01:14:59
Maybe within 5-7%, still to be but not01:15:02
a lot Well, because everything is already practically01:15:04
laid down you see it all happened01:15:06
after the speech at 4.75 already read01:15:11
there are six-month bills up to a year, well01:15:14
respectively distant distant as01:15:16
the yield curves stood like this01:15:18
remained All this is all that the market knows01:15:21
basically I say again I’m invested01:15:23
Yes, well, not all Russians can, well01:15:26
buy it all but God bless him again I01:15:29
I always made a big bet, I lead it and01:15:32
I show you sometime anyway01:15:34
all this knowledge will be useful to you if you01:15:36
you will remain in the markets for a long time01:15:38
if earlier we bet on a decline01:15:41
inflation last year on rising inflation01:15:43
I could have shorted three housing units, but now I01:15:46
I'm betting on lower inflation and01:15:48
buy three houses exactly the opposite01:15:50
because it was a year ago01:15:53
for the year for the year if the spica for the year This is it01:15:58
chart for the year before our eyes01:16:00
20 year yield is not yield01:16:03
Sorry01:16:06
a little bit of a mistake, I didn't notice01:16:10
Well, basically, the profitability is up to the last01:16:12
bonds in percentage Yes I just wanted01:16:14
but this is not profitability, this is price01:16:16
How much has the price of American01:16:19
bonds Well, in principle, you can say yes01:16:21
what are the 20 year bond yields at?01:16:23
percent for the year That is, How much01:16:25
the price of the bonds themselves has changed01:16:27
American twenty-year-olds per year minus01:16:30
32 percent if from peak values01:16:32
take minus 44 This is the most reliable asset01:16:37
in the world01:16:38
this year you are the last months of course01:16:41
Some people sell it out of desperation01:16:44
some central banks are selling it01:16:46
from hopelessness to free01:16:49
dollars and spend these dollars on01:16:51
interventions to support their currencies01:16:53
So this is additional pressure01:16:55
and there is now because the Fed is coming01:16:58
much faster than other currencies01:17:00
others fall against the background of the dollar so that they01:17:02
some have to support01:17:03
central bank to sell01:17:05
American ones too, so they can go on the Internet01:17:07
to waste money Therefore, partly uh if01:17:10
If there wasn't such a need, there wouldn't be such a need, but they wouldn't see it01:17:12
even such a strong fall01:17:13
all the most interesting things that uh01:17:17
other bonds in the world there but not so01:17:20
falling strongly like Spain Italy01:17:22
Portugal trash gang not so much01:17:24
Garbage gangs are falling in the USA as01:17:27
American Treasuries You can have it01:17:29
imagine this at least once in your life01:17:31
in 100 years you haven't seen a damn thing like this01:17:33
this didn't happen until you go to01:17:35
trash papers too yes I'm small01:17:38
anything positive I published there01:17:40
a large sign showing funds for three dwellings01:17:43
and compared your TLC is it really01:17:45
the largest font the largest01:17:49
the value of net assets that are01:17:51
in general on the American market01:17:53
global but there are three other funds01:17:55
which are smaller which are there at four01:17:56
times less But at the same time they have four01:17:58
times less management fee and01:18:01
yield coupons yield it's there01:18:04
higher up more That's why I'm not on Vasya01:18:07
one hundred percent complete in fats I01:18:10
I bought a fund from vanguardo and just started01:18:12
purchase because Vasily Here we are01:18:15
you and I disagree a little01:18:17
it seems like one more is possible. Two01:18:19
Fed rate hike that I don't think that01:18:21
a noticeable change will begin in December01:18:25
rhetoric because, after all, speeches01:18:26
power was so very hawkish well01:18:30
let's see this here01:18:33
Lupus asks Tell me how you did it01:18:36
fix fakes in yield 401:18:38
if all sites say that profitability01:18:40
only 2 54 here Well, again you probably01:18:44
look, I'll show you the weighted average01:18:46
now according to the fund most likely if somewhere01:18:48
look01:18:49
here's some historical information01:18:52
then the weighted profitability there is probably for01:18:55
for a while that is01:18:56
we are now now what are the rates now01:19:00
rate 4 years ago what was the rate01:19:03
zero weighted average rate for the year01:19:06
what 250, here it shows up to 5001:19:11
they don’t show you at the moment right now01:19:14
what Well, if you buy 20-year-old gangs01:19:17
American you give to the government01:19:20
duty01:19:21
What percentage is their current percentage?01:19:24
43 but if I buy a fund from these01:19:26
bonds are also given through the fund01:19:28
money to the American government01:19:30
debt some still said you01:19:33
sponsor the American government01:19:34
No, I give them money at a good interest rate.01:19:37
I still want to make money on this so that I can01:19:39
got more money back I don't want it01:19:42
I take the money and go back to Russia01:19:44
I'm returning Nichrome to myself01:19:50
four and a half, my clients and I are ready01:19:52
give me zero money, [ __ ] you01:19:55
Americans will get four s01:19:57
half please take it back01:19:59
on top the same amount on the body Give me01:20:01
30 percent to earn back horseradish01:20:03
okay, look at the profitability01:20:07
20-year bonds fell 2 to 3201:20:11
percent for when for some reason TLT Well01:20:14
the difference is two percent01:20:16
one and a half somewhere there and the fund fell by 33 and01:20:19
8 percent01:20:21
this is for a year of speculating marks again 45 4601:20:24
percent here peak levels when01:20:26
the zero rate was only half01:20:28
collapsed and it all holds up by the way01:20:30
American banks and they have a trillion01:20:33
then the loss on this position is under a trillion01:20:36
American banks that hold it01:20:38
everything and therefore assets Bank in America01:20:40
By the way, they also sank by a trillion for if01:20:42
that they also contain something01:20:46
they also ask you why you don’t tmf01:20:48
take this is the same average bond fund01:20:50
only with the shoulder Well, how about the dynamics01:20:52
tmf Yes teff you can see it perfectly01:20:55
red here and entered it is clear that she01:20:57
twice as fast, if not three times faster Yes01:21:00
falls faster from peak values01:21:03
-85 Well, that's why there's no uh with the shoulder01:21:06
Take this tool Maybe when01:21:08
you are already sure that today was01:21:10
the finale and the reversal has begun, I'm a little bit01:21:13
increased my position by 70% overall01:21:15
well, there are foreign clients there01:21:18
millions of dollars went into this crap01:21:21
average 98 approximately to the mark here01:21:24
well, taking into account about 30 percent left somewhere01:21:27
park, waiting for the moment, maybe01:21:31
after if now inflation is in a week01:21:34
will come out if inflation subsides or maybe01:21:35
be at the next meeting probably01:21:37
with the remaining 30 percent we will buy the whole thing01:21:39
briefcase just in case something happens Here in01:21:41
one in one tool but now01:21:42
gradually began to add small01:21:44
a small position with leverage already01:21:46
because we are close to a reversal somewhere01:21:50
She's a small position relative to the score01:21:53
here you just need to shoulder it at 501:21:56
it was opened by 70 percent01:21:58
percent TLT and five percent leverage01:21:59
That's because as you see the reactions01:22:02
essentially on the Fed to raise rates and even01:22:05
forecasts for further rate increases01:22:09
there was no further decline therefore01:22:11
plus or minus now we are feeling somewhere01:22:15
final 5-7 percent can be asked01:22:18
maybe, but it will start somewhere here01:22:20
consolidation times will be when you have01:22:22
Inflation will go down month by month01:22:25
there will immediately be a 10 percent increase01:22:27
immediately 10 15 percent will take off If01:22:29
month inflation by at least 03 by 0.401:22:31
minus will show minus 04 months minus 0301:22:34
months here there is a 10 percent increase right away01:22:36
Well, in fact, you can’t buy more expensive there01:22:39
there were reactions too, we also need to take into account that01:22:41
forecasts were updated literally in a week01:22:43
before the Fed meeting, too, all the markets are already01:22:45
mortgaged at 4 percent A in two weeks01:22:47
before that there were other forecasts01:22:50
forecasts are still 3.7 shorter now01:22:52
now it’s also very important to wait in December01:22:54
0.5 rate increase and 0.25 in January we01:22:59
there should be meetings, which means December 0.501:23:00
0.25 February and if no one of course01:23:04
crack not earlier because it’s like this01:23:07
I wish you could survive another quarter now01:23:09
two So that no one from that Big then fails01:23:11
grunted Of course they are watching now too01:23:14
behind the situation because01:23:15
is heating up but by the way once again despite01:23:18
all negativity is good I am positive01:23:21
I'll talk about it now, no collapse01:23:24
in fact, now it shouldn’t be either01:23:26
American market, that is, we are also in01:23:27
somewhere in this quarter we'll find the bottom and01:23:29
let's turn around here in the 4th quarter01:23:31
they can and should buy American ones01:23:35
shares Well, whoever invests is good01:23:37
moment and now I also want to clarify01:23:39
Why why we're probably not up to it yet01:23:41
fell why you need to buy That's all01:23:43
this is all my final phase will happen01:23:45
here's the game, give or take a few weeks, that's it01:23:47
will be decided By the way, yes, a slide to01:23:50
there was an understanding of why the [ __ ] anyway01:23:53
since I tell you to act out to the Far End01:23:55
the curve of all these inflation expectations01:23:57
current and current rates if all these01:24:01
Well magician rates for more than a year these01:24:03
bets 4 5 4 75 they won't stay This is01:24:06
everything is temporary for a maximum of six months and01:24:09
next fedrez will change shoes Open 201801:24:11
year December Fed already first policy and in01:24:15
the end and in December of the eighteenth year01:24:17
took from tightening and began to reduce not01:24:20
just after a pause the question on the previous one01:24:22
condition the rate was increased And in the next01:24:24
began to reduce the same will happen here01:24:26
there will be no pause once01:24:27
inflation is sleeping damn Paul just 47501:24:30
inflation has subsided Why does the meeting take and01:24:32
4 back will cut it right away01:24:34
075 down that's why the wait is on01:24:37
ten year olds they don't grow up like two and01:24:39
four were then plus or minus remained in01:24:41
normal as soon as inflation01:24:43
most likely it won't slow down right away01:24:44
collapse below two and yield of course01:24:46
yields will react01:24:49
prices to fall, to rise, that is, in the long term01:24:51
horizon that's right what's wrong01:24:54
this is it now01:24:55
sell 20 years and 30 years and profitability01:24:58
dragging there for an A is all01:25:00
is recouped on the horizon of the year because01:25:02
that more than 1 2 3 quarters these rates01:25:05
inflation won't stay here either01:25:06
will not be delayed more than 1 2 3 quarter01:25:08
that's why the far end stopped falling01:25:10
inflation expectations are as they were01:25:12
in fact, last December01:25:14
stayed now September October uh01:25:16
October Well, that’s basically where they were01:25:19
You see the year, it’s clear, it’s clear that01:25:21
recession will kill inflation Well, you're talking about gold01:25:25
I just said screenshot of what happened after01:25:27
today's data on non-pharmacies Yes01:25:29
gold still bounced off again01:25:32
together and the dollar turned around Well, here we go01:25:34
Level 1600 is good01:25:36
with an eye on the year, of course I believe in01:25:39
the reversal is still up to the first target of 1800 and01:25:41
maybe with maybe let's go for a two-room apartment it's01:25:44
with an eye to the year, that is, I’m still a bull01:25:46
there is a small position in gold again01:25:49
on American accounts that are in America01:25:53
about five percent gold here01:25:57
the principle of crypto is more than gold because01:25:59
what uh01:26:01
our man No, just with whom01:26:04
here the potential is 230 percent Well, if01:26:06
so hypothetically Yes if printed01:26:08
machines again reduction in rates Well listen01:26:11
and gold and bitcoin and American01:26:14
Treasuries will continue to grow all these three01:26:17
assets will go in one direction but all three01:26:19
it's still a bet that you buy TLT01:26:22
gold or bitcoin all these assets plus01:26:25
minus will go up next year01:26:27
one side just some faster01:26:28
some are slower That's all I'm here01:26:31
I know what I want to get, whatever it is01:26:33
there 25-30 percent But damn listen01:26:36
for a lot of money it's not that much01:26:38
awesome01:26:41
potential That is, I am there 120 I am 97 9801:26:45
if you buy it at 120 I sold it later01:26:47
two three percent01:26:49
This is for top dollar clients01:26:52
and gold therefore Well, gold she will go01:26:54
1,800 for two, if we hit two01:26:57
here of course the third figure is drawn01:27:00
top with Let's draw with a breakdown there is a departure01:27:03
maybe three I don’t believe but01:27:07
but more and more but when Yes when01:27:10
we when your opinion supports or01:27:12
here is the management Yes, one of the largest01:27:14
world of funds Sorry under management01:27:15
which is tens of billions01:27:18
Yes, they are also afraid that he will save the economy01:27:21
through hyper inflation it is still possible01:27:23
someone will dare and maybe everyone01:27:25
I'm also taken away from another way through there01:27:27
I don’t see it in two years. Well, we’ll see01:27:28
Why not Why not here01:27:32
once again the gangs even fall reliable01:27:35
bonds are the safest in America01:27:37
world this week they even asked01:27:39
Garbage gangs, on the contrary, do not fall and grow01:27:43
here is the paradox, this is where this can happen01:27:47
this is purely technical crap because01:27:49
here again Or rather it no longer works01:27:52
laws of ordinary01:27:54
ordinary economies just from01:27:56
many feel hopeless01:27:58
sell01:27:59
by the central bank That's all the buyers01:28:02
now you just can’t find it because the Fed01:28:04
he cannot buy on his own balance01:28:06
and the creature itself is not selling yours Well done01:28:08
clears okay quickly the market takes a long time01:28:10
words resessunok came the rate was raised by01:28:13
075 up to three percent of course with01:28:15
inflation is almost 11 which would be too much01:28:17
months it will not increase much more01:28:19
more but he said the Central Bank01:28:22
still gave out the phrase that01:28:24
your market expectations will not coincide with01:28:27
probably everything is ours with our actions01:28:30
the rate will not be as high as01:28:32
the market expects that it will further increase01:28:34
will be but not at such a rapid pace and not01:28:36
as aggressive as the market expects01:28:37
Therefore, in principle, there is reassurance here01:28:39
there is market stabilization for a long time plus01:28:41
of course there's still a hole01:28:43
and the reseller decided to block it01:28:45
Prime Minister of Britain Who doesn't know01:28:46
decided to cover it through a promotion01:28:48
taxes 40-50 billion dollars through01:28:50
he will excuse tax increases01:28:51
covering a hole in the budget is not a list01:28:54
which we print there 50 yards01:28:58
No, we did everything right here. Therefore01:29:00
the market calmed down for a long time but the British01:29:02
the pound went down because the rate will be01:29:05
increase not as aggressively as01:29:06
getting my bearings in Europe this week01:29:08
the market is also calm for a long time Italy How01:29:10
example above four have not gone yet01:29:13
consolidation that is 3.8 3.9 well market01:29:16
for a long time it should be noted that this week01:29:17
all globally01:29:19
not bad, even the rebound is small, but how01:29:22
would you see from the minimum marks Yes01:29:23
after all, it’s there, but it’s there, minus 24 is01:29:29
global index of all bonds in the world01:29:31
was -25 6 now -24 16 That is, even uh01:29:35
even grew up a little, that is, in the world01:29:38
the situation on the market for a long time01:29:39
stabilized listen well after 30%01:29:41
Vala Of course you can say something01:29:44
consolidation central banks too01:29:46
rates increase attractiveness01:29:47
assets rises therefore maybe01:29:49
some kind of stabilization indeed01:29:50
here is a tentative step, but the deterioration is further01:29:53
there won't be any gangs on the market yet I'm sure01:29:55
I don't know what's wrong with the euro I don't know what's wrong01:29:58
what to do with Europe Well, at least kill me Well01:30:01
it’s just that, okay, if the Federal Reserve01:30:03
inflation 8 already rate up to 4 added date in01:30:07
In Europe this week inflation reached 1001:30:09
and 7 new matio Record in history01:30:12
new but new01:30:16
Well, to save the euro and the pound and win I01:30:20
the boss warned me I'm telling you the rate01:30:22
Damn it’s better to immediately raise it to 401:30:24
straight away by 4 percent Well, that's it01:30:27
the better way out will be than what you do01:30:29
now you'll get there right away, but it's better to01:30:31
proactively raise this right away01:30:33
will reverse your currency if it01:30:34
will strengthen, it will reduce inflation01:30:36
pressure and the market will stabilize for a long time01:30:38
moment Yes, the economy will kill you Well, what01:30:41
the difference is whether you kill slower or faster01:30:42
who cares01:30:44
Well, you’ll still come to your four 501:30:47
Crap01:30:50
I don't know, [ __ ] you idiots, that's why01:30:54
here it will be for America, you are no longer afraid01:30:56
It’s clear there and that’s where the capital goes01:30:58
Now money is running, so it's shifting01:31:00
everyone is from Britain from Europe, that’s clear Well01:31:03
this is just an aggressive increase01:31:05
That is, when Europe goes into recession with01:31:07
her debts01:31:09
I don’t know how to save Italy and Spain there01:31:12
all of these are unclear until the market01:31:15
the Germans react here 13000 In the same place01:31:18
five years ago in the eighteenth year were01:31:19
in nineteen in twenty in 2101:31:22
in the same place where 5 years 13 all nailed them01:31:25
Curious moment01:31:27
all the markets then turned red01:31:30
Well, where did it grow?01:31:34
Everything here is still in Europe in general01:31:38
no one interferes okay, now the main one01:31:40
key point four slides01:31:44
there is still a small negative01:31:47
positive and negative, think for yourself01:31:49
schedule I once again I say no01:31:51
I’d like to guess I’m essentially already in stocks and01:31:54
head over heels in bonds already bought everything I could01:31:56
so I don’t really care what’s next01:31:59
will be That's all the clients01:32:01
sitting in TLT, here I am, I’m already in shares01:32:07
I don’t care if they’re moose, they’re pretty decent, that’s it01:32:11
anyway, I lose part of the profit from shorts01:32:14
nothing earned in the first half of the year01:32:16
terrible global liquidity on this01:32:18
week Updated at least first of this01:32:20
years in the moment we saw 104 trillion01:32:22
now 295 trillion is global in01:32:24
liquidity in dollars in the world, well, I'm afraid01:32:27
that we still have 5 trillion more, probably01:32:29
all this is a decrease of 9 trillion01:32:31
Yes, this rollback led to Well, you see what01:32:33
right on the stock markets trillions up01:32:35
five in theory it will now decrease01:32:37
maybe, that is, of course, it’s still negative01:32:39
no one can print money now01:32:40
until liquidity continues to disappear01:32:42
Here01:32:44
last year you see perfectly well too01:32:45
example for 4 trillion there was a rollback to what01:32:48
there it all led now to 9 but01:32:49
However, liquidity in the system and in01:32:53
in the world and in America so far, despite01:32:57
to the fact that it decreases and becomes01:32:58
a shitload less01:33:01
so that they understand perfectly there yes01:33:05
The Fed's balance sheet is worth it began Now up to01:33:07
we will reach this point, but bank assets Yes01:33:10
Bank funds on Fed balance sheet at peak01:33:12
were almost01:33:14
442 trillion has now dropped to01:33:16
three rubles 1 2 trillion it is clear that assets01:33:19
there I speak only gangs how much01:33:21
lost assets asked for 1 2 trillion01:33:24
but the critical moment will be if they01:33:26
they will let you in below two, that is, in principle, money01:33:27
then the banks still have a ton of money in the system01:33:30
there's a ton of money right here01:33:32
more or less normal if you look at it01:33:34
the monetary base is also like a certain01:33:37
money indicator That's it, that's it01:33:41
cash Yes, cash, it’s clear that she is01:33:43
sokra will be faster than the same balance01:33:45
feda, this is all also logical and understandable, but01:33:47
here, too, the marks seem to be quite01:33:49
comfortable and acceptable that is01:33:50
Look when the system breakdown began01:33:52
the destruction of markets and the system began in01:33:54
fourth quarter of '19 what are the marks01:33:56
we saw both the monetary base and the Fed balance sheet01:33:59
Yes, the banks’ assets were somewhere01:34:01
Sorry they were on the mark there below01:34:03
one and a half trillion And now 3 in two01:34:05
times more, that is, then the system is in01:34:08
the spread has started now of course all the same01:34:10
there's still a ton of cash and money for that01:34:14
so that collapse does not happen there and01:34:17
sons for 2,500 for 2 there somewhere there he is01:34:19
will happen someday but now in this cycle01:34:21
tightening no collapse occurs01:34:24
there must be no biktu fail there01:34:26
must not get hurt01:34:27
So for now everything is fine with money01:34:30
What’s confusing is that with an eye to the end of the year01:34:33
just one nuance this week for01:34:37
last week pharesis finally started01:34:40
clear a more aggressive balance yes for01:34:42
last week -33 billion is01:34:44
sale from balance sheet asset and 11 billion01:34:47
Swap collided and just Swiss and01:34:49
of that minus 46 billion the balance decreased01:34:52
Fedor unloaded They are 300 billion so far01:34:54
It's almost September Yes 300 billion01:34:58
Although they wanted to unload until 801:34:59
million balance and wanted to calm down01:35:01
trillion with a creak so far 300 billion01:35:04
but nevertheless they became more aggressive on01:35:06
this week it would seem that the Federal Reserve is out of01:35:08
the market took 46 almost billion01:35:10
dollars but the market did not collapse much01:35:12
because you see that the means01:35:15
Ministry of Finance fell and fell a little more even01:35:17
this week the Ministry of Finance poured01:35:19
On the contrary, 84 billion dollars into the system01:35:22
the fed took 46 and the Ministry of Finance added 84 so01:35:26
markets this week are not particularly01:35:28
collapsed in this case It was 636 now01:35:33
550 101:35:34
billion on the balance sheet of the Ministry of Finance01:35:37
that's why the markets kept the negative01:35:40
lies in one small nuance01:35:44
We are left in November and December at the end of the year01:35:47
According to the Ministry of Finance's plans, the balance will be increased to01:35:51
marks 700, that is, you still need to borrow 15001:35:54
he will borrow this money from the system01:35:56
and pull it out of the market from the system01:35:59
the liquidity of the system is 150 billion01:36:01
and at the same time the Federal Reserve must relieve01:36:03
your balance for November for December is still01:36:05
90 billion and that Another plus 18001:36:08
add it and it turns out that there will be an effect01:36:11
borrow and the Ministry of Finance will not give01:36:13
will also take until the end of the year01:36:15
the final system jointly by the Federal Reserve and the Ministry of Finance01:36:18
and will pull out money for almost 300, somewhere around 2001:36:21
$330 billion in two months01:36:26
how markets can grow01:36:30
no way01:36:31
on the other hand Vasily they can01:36:33
to come just to this level to which01:36:36
They wanted to come01:36:37
beginning of the year the situation is still developing01:36:40
normal, yes, that is, for banks and funds01:36:43
Banks also have cash, that is,01:36:46
correction anyway or tedious reduction01:36:48
or some moment on yours01:36:49
There will be a correction in Ministry of Finance placements01:36:51
only the Ministry of Finance borrowing goes to01:36:53
market correction is called money01:36:54
the market can't do it, but for now there is someone else01:36:57
buy that is, we don’t have a big drop01:37:00
we will but some failures in these in this01:37:02
Probably still on the market for a month and a half01:37:04
there will be Well, for now there is someone to buy01:37:07
just to grow until the end01:37:10
there's nothing special about the year but with these plans01:37:12
definitely but again let's try01:37:14
How do funds behave? Yes, on these01:37:16
markets the question needs to be looked at now01:37:19
how much cash the funds have, it continues to melt01:37:21
Well, of course they have, but funds01:37:23
continues to melt with an eye to the next01:37:26
year at the beginning of the year in principle01:37:27
Everything is going well so far Ministry of Finance01:37:29
stock is what budget is income01:37:32
the budget is clear that it is less than expected01:37:34
the budget is growing, there are already plans01:37:37
the Ministry of Finance takes half a trillion to borrow01:37:39
through the far end they can't they already01:37:41
through bills When will you borrow01:37:43
the program has already been written out01:37:46
trillion there, taking into account the first quarter01:37:48
already That's because the budget deficit01:37:50
grows here of course of course here we go01:37:54
so this is all the thoughts out loud for now01:37:56
this is the finale, we'll be there soon01:37:58
after growing up there for more than a month, the final and01:38:01
Once again I painted the whole picture with oil01:38:04
But in reality the elections if the Democrats01:38:08
lose Congress and Senate01:38:11
there will be a question raised about01:38:13
Biden's impeachment is Biden Chroma01:38:17
duck According to even if there is Congress and01:38:19
senate divided how can they reconcile01:38:22
the government debt ceiling has already been exceeded 3101:38:24
trillion And this means a new shutdown01:38:28
which can last for months or even01:38:31
when the government shuts down again01:38:32
and everything else blah blah then maybe01:38:35
I don’t know about the decline in the US rating there01:38:37
they can butt heads for a very long time but01:38:41
divided congress senate We are for sure01:38:43
we'll see, which means agreeing on the ceiling01:38:46
the state will definitely not be able to for a long time until the end of the year01:38:49
this means circus down, that's for sure for us01:38:53
threatens and if it’s really a democrat game01:38:57
then listen, I would like them together Biden01:39:00
immediately resign, in principle they are like that01:39:03
They'll probably do it. So we've already01:39:05
Passed passed literally01:39:09
went well01:39:11
in the 11th year01:39:12
so as not to betray my memory 11 year01:39:15
precisely from Down’s tubs and two weeks later01:39:19
SNP lowered America's rating by over01:39:22
steps precisely because of problems with Shadan01:39:25
that for almost a month or two they couldn’t01:39:27
come to an agreement and become at risk altogether01:39:29
combination of the American economy This is it01:39:31
citing the fact that they could not agree01:39:35
for a very long time this is a threat basically there Yes01:39:37
here is America in the eleventh year01:39:39
the month of August downgraded the rating01:39:41
triple-hey there yes it sounds one step01:39:44
How01:39:47
it was on Friday after the market closed01:39:51
So I was still in a shitload of assets01:39:55
Monday wasn't strong by the way01:39:56
speaking in part you bought But from Tuesday01:39:59
Wednesday started falling falling falling01:40:01
another 11 year August I remember a ton01:40:05
I lost too, I didn’t calculate something01:40:07
just the reaction on Monday was something01:40:09
weak to downgrade and then she01:40:11
developed and screwed me up in a week01:40:13
that I just didn’t go out. So01:40:16
[ __ ] up01:40:18
I remember it all, I remember it all, that’s why circuses01:40:21
such Yes, this is what awaits us Irish01:40:24
literally all of two minutes and we move on to01:40:26
to you and to reports of interesting companies and01:40:28
let's move on So here it is The picture01:40:30
oil I say to grow While not particularly on01:40:33
than But for globally but globally money01:40:35
banks and funds have money in the system01:40:37
There is still a lot of liquidity Despite that01:40:39
what is being pressed is liquidity due01:40:41
it's enough to hold anyone there01:40:45
negative any fall That's all Well01:40:47
probably a month or two will not grow yet01:40:49
than the first quarter will probably already be01:40:51
not bad after three blocks01:40:54
falling history shows that 4 too01:40:58
falls doesn't grow01:41:00
this time we can change history01:41:04
hundred-year-old Well, let's see if it changes to nothing01:41:07
Okay S&P 500 well, I’m guessing01:41:09
we won't reach the upper limit of 400001:41:12
downward channel Well, so far we've targeted01:41:14
have not yet arrived and the banks01:41:17
This is not bad and the oil industry, the oil industry and banks01:41:21
hold high-tech indices collapsing collapsing01:41:25
it's collapsing who hasn't heard damn it01:41:29
these housewives invest forever01:41:31
growing fangs and until retirement Google Amazon01:41:34
Apple forever Will grow forever01:41:36
nothing happens01:41:38
funds buy cash flows01:41:41
countries of funds in any case for now01:41:43
positive moderate but positive01:41:46
that is, the funds still have a share of course01:41:49
decreases and assets gradually gain01:41:52
this is a good signal Well the funds work with01:41:54
aiming for a year or two impofig now01:41:56
Yes, since I don't care what with01:41:58
inflation now I understand where inflation is01:42:00
It will be in a year and I understand where my asset is01:42:02
should be in a year01:42:04
back Well what01:42:08
second attempt to test mark 1001:42:10
thousands honestly don’t want him to break through01:42:13
yes, that is, minus 38 percent minus01:42:15
40 percent Almost yes, there were 16 thousand01:42:17
we're going to test almost a dozen honestly01:42:20
saying it would be better not to punch through because01:42:23
further Well, goal eight is decent01:42:25
minus 20 another minus 20 well technically yes01:42:28
that is, in terms of technology there is no level 901:42:31
level only at 8 so closing01:42:34
weeks below 10 damn it would be better not01:42:36
really did01:42:38
I've already bought01:42:41
kids01:42:43
of course yes, the pressure is on indexes the most01:42:46
you've been burning for a week, that's telling01:42:48
banks are standing oil industry is growing but s&p weight01:42:51
fanga is very big and of course yes again01:42:54
Well, this works out perfectly01:42:57
minus exactly 50 percent 8000 go to 401:43:00
I've been telling you damn it all year we'll see -5001:43:03
therefore, the graph according to the graph of this group in01:43:07
striped swimsuits Well, actually01:43:08
somewhere now we are almost there -49 this is yesterday01:43:11
it was almost -50 today01:43:13
all minus 50 Mammoth group of course01:43:16
some were killed there and -7 there are all sorts of things01:43:19
muzzles books but the rest the rest01:43:22
Check out Amazon Minus 52 of theirs.01:43:25
maximum marks but now probably01:43:26
a little more -53 -54 here's another 9001:43:29
now it's below 90 listen Well here it is01:43:31
corridor 800 10001:43:34
traded corridor good level01:43:36
the support didn't stay at the top one01:43:37
let's go Well, closer to 80, I buy at 9001:43:41
I bought a little from Amazon and it will be 88 s01:43:44
I'll buy more from Amazon01:43:46
I don't catch the bottom01:43:48
My strategy is just to buy01:43:52
companies that fell by 50 percent01:43:53
company just so they don't have01:43:55
gigantic debts and who company01:43:57
must be the future there are no giants01:43:59
Dolgov I believe in Amazon I believe01:44:01
Certainly01:44:03
50 rolled back rolled back gigantic No debts01:44:06
That's why I bought some for 90 honestly01:44:10
I’ll say I’m waiting until 80 to buy more although she01:44:14
maybe 60 and 50 everything is possible this is the market Everything01:44:16
maybe, but usually everything01:44:19
good companies if technical01:44:21
reasons fall by more than 50 Yes01:44:24
due to some force majeure Shadow of01:44:25
there's government whatever01:44:29
-50 Amazon by the way01:44:33
He's not worth a trillion dollars anymore01:44:35
if anything one more trillion minus01:44:39
alpha Bet -50 almost Soon Right there01:44:45
goes for brother-in-laws support somewhere 78 77701:44:47
in fact we are going there 877 also in principle01:44:51
good rollback good will be level01:44:53
of course the main range is traded01:44:55
this is 680 But from 80 you can have an alpha byte or01:44:58
closer to 80 start picking it up01:45:00
good grades01:45:02
the company is still expensive01:45:05
animators but for the long term01:45:07
interesting that's all that's all Apple01:45:11
barely turns around but still01:45:13
140 we hit the next target 120 I'm higher01:45:15
I don’t want to buy 100 at all01:45:17
kill 10 years of statistics found by Apple01:45:20
$549 billion on buyback01:45:23
billions of dollars in 10 years on a bike01:45:25
directed You can imagine it01:45:27
more than all fangs combined 54901:45:30
billions of dollars you heard right01:45:33
and a lot of this money was just spent01:45:38
it just went down on buyback more than01:45:41
she earned in debt she borrowed01:45:42
borrowed money yesterday chelbaybeks that's all01:45:45
Okay, there’s more news, what’s there?01:45:48
China in 5 languages fax Clone factory01:45:51
carefully closed for a while in China01:45:53
here are the scary videos everyone has seen01:45:56
Microsoft -40 target 200 good mark01:46:01
Microsoft is also expensive but 200 is possible01:46:03
start buying all fangs reach01:46:05
their support levels are all why they01:46:08
until they fall They are the ones who pull the market down01:46:10
all minus 50 minus 70 minus 8 some01:46:13
minus 60 they're all deflating deflating01:46:17
these [ __ ] trillions on which01:46:19
it’s just that everything was fake, the main thing is that01:46:22
there is money left to buy them, friends01:46:24
Let's quickly go through the company's reports01:46:26
which we had this week and01:46:28
let's start01:46:30
from that finger if you look like this01:46:33
from above then, in principle, according to expectations there01:46:36
everything coincided However, it is observed01:46:38
certain negative aspects01:46:40
investors like the pace01:46:43
PayPal payments growth rate01:46:47
There are, of course, very modest estimates01:46:49
revenue plus 11 percent net profit01:46:52
plus 2201:46:54
this is negative of course01:46:56
adjusted forecast until end 2201:46:58
years, that's why we see here too01:47:00
decline and01:47:02
negative for the investor personally because01:47:04
I keep PayPal as a strategic01:47:06
long term idea but declining over01:47:09
the phaser is really here for me01:47:11
surprise there is a phaser in mine too01:47:13
portfolio and it’s surprising that this company01:47:16
continues to actively earn on01:47:18
vaccines against bullfighting and not even01:47:21
embarrassed to increase01:47:23
does not hesitate to increase vacation pay01:47:25
the cost of these vaccines When in principle01:47:27
there is no longer an epidemic but I continue to be active01:47:30
earn money who doesn't earn money01:47:33
vaccines to the species So it's now a second01:47:35
look how easy it is technically in America01:47:37
how technically and the market in general Yes because01:47:40
what, when the market is very01:47:41
capitalized technical Here I am01:47:43
I say there was a resistance range there yes01:47:45
the first time they punched came up then01:47:48
came back and tested a year later again01:47:50
returned to this range, he resisted and01:47:52
tested that is of course why01:47:54
I also buy often sometimes from01:47:56
advance01:47:57
in this as a company because it is very01:48:01
often from levels or range01:48:04
reversal there are good ones without even news01:48:07
but here and fundamentally everything is not bad01:48:10
just modern on the phaser report01:48:12
moved down moreover it's real01:48:14
an outsider in this whole anti-Covid01:48:17
stories because it doesn't work out01:48:18
earn money and I won’t even talk about it01:48:21
about the modest growth rates there, shares are simply01:48:24
lose and moreover in the very01:48:26
the company's production cycle is01:48:28
difficulties because she withdraws from01:48:30
logistics due to factories even a number of their own01:48:32
vaccines so here of course01:48:33
definitely an outsider next01:48:37
uber company presented very strong01:48:39
report and I friends will be back soon with mine01:48:43
bubble charts because01:48:45
Uber's competitor is a weaker player01:48:48
taxi aggregator market elevator company01:48:50
she of course has a report coming up on November 7th01:48:53
but uber everything is just fine there is revenue01:48:56
plus 72 percent year on year continues01:48:58
quarterly positive dynamics plus 5001:49:01
percent year of the year plus 54 percent by01:49:04
profit quarter quarter That is simply01:49:06
the direct result is that uber is also SEO01:49:10
says Despite the fact that it is very difficult01:49:13
markets are very difficult conditions are very01:49:16
regulates expenses well01:49:18
accordingly regarding profitability01:49:19
here we see it so quickly01:49:22
airbnb sector probably friends I am you01:49:26
I'll make you happy01:49:28
There will be no return of bubble charts01:49:31
specifically focus on each01:49:33
both airbnb and booking companies are good01:49:37
reports that pleased investors But01:49:39
this is obvious because according to payment01:49:42
systems for visas for master cards01:49:44
American Express we saw that even01:49:46
payment systems note growth01:49:48
cross-border payments What is this?01:49:52
definitely says that this is the whole segment01:49:54
tourism sector is also growing01:49:55
so here the company just has them all01:49:57
capitalization is growing poorly I know that01:50:00
Vasily you swear all the time Why?01:50:01
Booking costs more than Hilton and Mario01:50:05
Well, that’s just the economy: sharing01:50:10
there is probably such a ball economy01:50:12
talk about exactly who I would01:50:14
chose that01:50:16
I just didn’t choose anyone no Vasily01:50:20
but here we obviously can01:50:21
go towards booking because again01:50:23
who suddenly forgot or is new to us01:50:26
the horizontal axis is attached01:50:29
revenue growth rate, that is, the faster01:50:31
the company earns more every year01:50:34
better and the vertical axis is Pina and price01:50:38
profit That is, this indicator is not01:50:40
we see undervaluation here in principle01:50:42
that these are large giants, they are the same01:50:44
earn money but booking is growing better01:50:47
final final this is eBay basically01:50:51
analysts are happy with the report because01:50:54
by revenue by earnings per share all01:50:57
coincided, but the forecasts themselves for the Fourth01:51:00
quarter they are quite modest then01:51:01
yes we see that from the results01:51:03
The company itself even exceeded its forecasts01:51:05
for the third quarter of analytics in this regard01:51:08
We were pleased, but the forecasts were very modest01:51:09
by business margin01:51:13
I would also like to help the business01:51:16
more but Amazon is also good in principle01:51:19
good comparable competitor which01:51:21
also notes difficulties and reductions01:51:24
staff so here it’s something like this01:51:27
same dynamics But the good news is that01:51:30
company forecasts analyst forecasts in01:51:34
basically satisfied with the results on this01:51:35
Vasily I'm probably finishing up friends01:51:38
I will duplicate all this information on my own01:51:40
because it’s very crumpled and fast01:51:43
there were much more materials01:51:45
They write us two hours of time, not even01:51:47
we're packing up so we're just a few01:51:51
these fans pulse all John's sofa is ours01:51:56
damn disappointed just a block01:51:58
Gazelle sales fell in the quarter01:52:01
thirteen clips Damn it, there's a group there01:52:04
hired, trained, everything was fine01:52:07
second quarter is now third quarter01:52:09
Same Botva again, what the hell is this?01:52:12
I like your optimism01:52:15
I don’t want to do it again I just yes it’s biotech01:52:20
yes If you believe in the prospect of this or that01:52:23
another company if you understand Big01:52:24
online if there is still a line of future ones01:52:27
drugs that can give the market01:52:29
revenue and profit and such companies01:52:31
can be held But taking into account their hesitations01:52:33
Yes, some people can go to the mental hospital later01:52:36
will go because the fall is easy01:52:39
from July lows Yes there since June01:52:42
the company grew by 355 percent in01:52:45
six months now it was 18 dollars per01:52:48
it was now eight o'clock01:52:50
and fell Sorry there minus 50 minutes 6001:52:53
There for there for how much there for one and a half01:52:55
two months normal fluctuations01:52:57
Just look, I highlighted before in01:53:00
percent up to ups growth Yes This one01:53:02
company fairy tales from some of this with01:53:05
some minimum marks, but then01:53:06
fall is always the same therefore01:53:11
it's clear that it's clear that's why I01:53:13
I bought it at the bottom last time but I01:53:16
popped up for 10 dollars Yes I did then01:53:18
I said I went out at 10 and bit my elbows01:53:21
when he was flying at 18 Damn it was a shame01:53:24
[ __ ] now they give me 8, I went out for 10 here01:53:28
every little bit Well, I’ll probably be there soon01:53:30
pick up Joan again in any01:53:34
in case of sale before the main drug01:53:35
which already01:53:37
everything is for sale01:53:39
this is the main negative 82 million01:53:42
dollars in total this is complete crap But01:53:45
now the end of the years at the beginning01:53:47
next year, yes, there will be results01:53:50
clinical phase for the other two01:53:52
drug so here I have no hope for01:53:55
this trilocyclip on its sales growth01:53:58
these sales Although the drug is [ __ ] no01:54:01
but don't hope for something else that's the same01:54:04
the drug is there yes we are modified01:54:06
will apply will find01:54:08
application will be approved for others01:54:10
types of cancer That's all that will expand01:54:12
product line that will01:54:15
sell to a company, the chance of this is high01:54:18
Yes, they will arrive soon01:54:19
news for this year chances That's just01:54:21
because of this I buy and keep and will01:54:23
buy this company again But there is01:54:26
The translator really pleased us01:54:28
the graph doesn’t show that he made me happy, but01:54:30
after all, they got back together until01:54:33
mark 8 They often agreed on different01:54:35
marks now they have agreed on01:54:37
mark 8 here by the way is the opposite of selling01:54:40
in the USA plus 47 percent year-on-year sales01:54:44
acid preparations but also a loss per share01:54:47
a little less than analysts expected, but for now01:54:49
loss of 55 ml per quarter cash for the company01:54:52
230 million, that is, the company has cash01:54:55
enough for another 4 quarters otherwise later01:54:58
new additional mission we understand that01:54:59
Wonderful01:55:00
Will it be able to increase revenue further?01:55:03
even stronger to be in profit in a year01:55:06
before I run out of money here it is01:55:09
Now we’re all sitting around wondering. It’s not clear yet.01:55:11
if the next Quartz for this quarter is she01:55:13
will not show growth quarter by quarter yet01:55:16
crappy Yes, according to the sales rate then we01:55:18
we can say approximately that01:55:19
in a year the company will become profitable01:55:21
Yes, it’s conditional and there’s enough money, but if01:55:24
no If after a quarter of sales01:55:25
suddenly slows down then read01:55:28
She won't have enough money without the estates across01:55:32
year already Therefore the market for this01:55:36
market for cholesterol and problems with01:55:39
cholesterol is the biggest problem01:55:40
in the world this is the area where it works01:55:42
company01:55:45
in America we are all healthy in Russia01:55:48
these fatty burgers are normal01:55:51
French fries for [ __ ] sake, that's why everyone is there01:55:54
the second American has cholesterol and he's on01:55:57
ten percent of cholesterol each01:55:58
the second American stands therefore01:56:00
take acid in buckets, take it, drink it01:56:03
[ __ ] off, we invented it for you01:56:06
we invest in a company that helps01:56:08
Don’t let you go Vasya, let them do it01:56:12
no need for phaser vaccine01:56:17
that's all why it's also an intrigue Well then01:56:20
at least the shares are growing and01:56:22
yesterday today grew report positive01:56:24
the reaction is positive Of course there are changes01:56:26
plus 47 percent of sales revenue per year01:56:28
This is good let's let's pace01:56:30
increase your damn marketing program01:56:32
advertising Damn everything, you want fat01:56:35
lose weight problems with cholesterol Kolis01:56:38
everything on TV is advertising and01:56:41
AMD's billion-dollar sales Well, let's do it this way01:56:46
Industry leader in semiconductor chips01:56:50
everywhere all the time in recent years Yes I had01:56:53
Intel in all respects but01:56:56
shares fell 63 percent01:56:59
the company is cheaper01:57:00
animators don't really care01:57:02
considered the best promising company01:57:04
But the problem is we all know yes this is America01:57:07
forces these companies to stop01:57:09
work with China Well, accordingly01:57:11
loses a big market plus problems01:57:13
with these supply chains but01:57:24
omd revenues increased01:57:31
I'm cutting down my content and writing on the road01:57:35
the only company in the entire sector01:57:38
which are the most interesting01:57:40
perspective current moment to level01:57:42
very cool, but the report turned out to be worse01:57:44
expectations for shares began to rise so I would01:57:48
I wasn’t sure yet that this was the bottom01:57:50
I'll explain AMD says that we have two01:57:54
other areas through which we01:57:56
just take everything out01:57:58
incomes which are particularly engaged01:58:01
sales of data center products increased01:58:03
45 percent yes01:58:05
chip division and01:58:08
personal computers fell by 4001:58:10
percent chips are the main one by 4001:58:13
percent collapsed before selling data centers01:58:16
And revenue in the gaming segment01:58:18
data center increased by 14 percent01:58:20
plus 45 grams segment plus 14 company01:58:23
she said that the end of the year is next01:58:25
quarter two and these two segments will still be01:58:28
grow01:58:29
will compensate just for the problem with01:58:32
selling chips Well, that is, strong01:58:36
driver as such and according to forecast Yes01:58:39
they are a little better but there is a strong driver here01:58:41
no longer available, that is, is it worth buying? Here01:58:44
for now you still need to think about it, yes And in a year01:58:48
in two through three SMS in Japan factory01:58:50
there's a damn Intel plant in two or three years01:58:52
these chips will still be degraded01:58:54
there's nowhere to go so can he01:58:56
restructure the company's business to01:58:58
get more income from related01:58:59
there are even more segments and if these growth01:59:02
segments where they are currently developing and01:59:04
then the cloud business also all climbed and01:59:06
choked cloud business01:59:07
so you see the best company on01:59:11
the American market was Well, minus 6301:59:13
and in principle nothing interferes even before -801:59:16
stepping from the peak from the peak nothing interferes01:59:19
we have When is the next question from01:59:20
Alexandra about Bitcoin that we don’t care about it01:59:22
we walked but it seems to me that here we are01:59:25
this week the level was shifted01:59:27
consolidation Because if before this01:59:29
for us it was around 18-19 thousand per cue ball01:59:32
then again this week we went there01:59:35
20 thousand 400 in this area 270001:59:41
Our level of consolidation has already risen01:59:43
and it's obvious that01:59:48
It’s obvious that even the cue ball is the same01:59:51
let's say how volatile the market is volatile01:59:53
the market is already starting to gradually levels01:59:57
raise it02:00:04
oh, but there is this turd too02:00:07
there is a microstradag that mines02:00:10
Lord takes away from us Marat Digital02:00:14
dax it read 600 660 or something02:00:16
lured cue balls there over the last month02:00:19
new record That's where she was shooting at02:00:21
this is where it is adjusted I have and02:00:23
Marat is a digital and micro-sufferer02:00:24
I bought it again, but it’s clean here02:00:27
cue ball Well, the company reported Well there02:00:29
What does it report? Well, revenue per hour02:00:31
coincided with the forecast of 126 million dollars uh well02:00:35
as if everything here is just on the balance sheet02:00:37
she has cue balls Yes, they are doing it02:00:41
some kind of transactions and lends02:00:44
credit and credit even in bitcoins02:00:46
company, well, it’s just the best02:00:50
the only company that simply02:00:51
balance sheet which is clearing so it02:00:53
just plays back the growth of the cue ball and that’s it02:00:57
something different from the others who02:00:58
they just beckon him, well, including02:01:00
just a report like nothing interesting and02:01:03
Sony company I02:01:05
about which there is a briefcase, that’s also essentially02:01:08
bought a good company growing business02:01:10
Japanese -50 when it dropped I bought it there02:01:14
yeah about 65 or something I have it02:01:15
the report is out02:01:17
the report is out Well, basically, now let's02:01:22
I won’t be there for a long time yes on the last one yes02:01:26
there is a little bias in the reporting in02:01:29
Japan has a financial quarter there02:01:30
the year will end in March In general02:01:33
will end entirely at the end of March02:01:36
fiscal year for Japanese corporations02:01:39
roughly estimate the decline in growth02:01:42
the company's revenue for the year by 1702:01:44
percent business growing is not bad Yes but02:01:46
the company will close it somewhere at a loss02:01:49
about 4-5 percent in my opinion somewhere like that02:01:52
that is, you see, this is certainly not02:01:56
very good but at the same time02:02:00
profit doing video video games02:02:04
division prefixes fell by 902:02:06
percent In March due in March02:02:08
announce on April 22 or March and at home02:02:10
looked at February 22nd what's there02:02:12
they announced this PlayStation there02:02:14
they have some new one there, this issue02:02:18
that's why we'll take a look here02:02:21
video games consoles falling at 4902:02:24
percent per quarter music business02:02:26
recorded business growth by 5602:02:28
percent everything is cool here02:02:31
electronics division02:02:34
electronics plus 7 to profit02:02:37
film business decreased by 12.7 that is02:02:40
Only the music business is taking off so far02:02:42
holds consoles, you see it sucks02:02:45
financial services increased operating02:02:47
profit at 20 percent division02:02:49
financial services Well, business in general02:02:51
diversified interesting waiting02:02:53
an updated line of consoles there are these02:02:56
toy releases02:02:57
that's how the name of the weather goes after all02:03:01
business by year the company will remain02:03:03
growing at current prices02:03:05
to the animators she tells me honestly02:03:07
I really like it and so far in my Sonya02:03:09
Alternatively, I believe we have a lot02:03:12
friends questions about China Konstantin Shur02:03:15
Sergey Kolosov also asks China02:03:17
you sorted it out today friends indiscriminately02:03:20
in China because we did so actively02:03:22
in a super mega falling market now in02:03:25
China what they write foreign mixture today02:03:29
the fact that Europe is even under oppression there and02:03:34
There will be no US pressure02:03:36
quarrel with China Even if he goes02:03:39
to Taiwan That's what everyone is writing now02:03:41
foreign media because02:03:43
we have the Chancellor of Germany right now with02:03:48
comrade we all met today02:03:51
Germanic in China now and today it was02:03:53
just a meeting contracts negotiations and02:03:56
etc02:03:58
if not 10 percent then he flew02:04:02
to China What do you think? Well, tell me02:04:05
ask for some of the oil and gas Give us02:04:08
oil and gas piece was in Russia, take it02:04:10
more and give us some back, let's not02:04:14
we can take Russia but you can and we have02:04:17
we will02:04:18
like this he flies with everyone02:04:20
agree Why did you immediately go to Russia?02:04:22
you can't oh well how am I talking about this02:04:24
I'll announce that I'll give you the back02:04:26
no, you can't give back in politics02:04:28
you can’t give it yourself And now they’re looking for ways02:04:31
comrades, come on, the power of Siberia is there02:04:34
these You have flows that02:04:35
are building up Give us a piece and just like that02:04:38
He is already flying to the fourth country asking02:04:42
here is the gas, here are the pipes02:04:45
take it directly Why are you teaching like this02:04:48
you wanted to take the globe02:04:50
politician Motiva politician02:04:54
do you know how much Europe spent on this02:04:57
year02:04:58
in the form of subsidies for companies For the population02:05:04
here's to the rising prices for02:05:08
energy resources B 900 almost 20 billion02:05:11
euros already this year 92002:05:14
billion euros can you imagine this02:05:17
there is a further acceleration of the deficit02:05:19
the budget is in debt, but Germany can02:05:22
afford debt02:05:25
and they said so Yes we are now02:05:27
we will increase debts to other countries02:05:29
can not02:05:31
920 billion to the euro is already a trillion02:05:35
spent it on what they themselves did02:05:38
Holy [ __ ], who won from everything02:05:40
this02:05:44
I'll move on and then read everything02:05:47
foreign normal tabloids Damn yet02:05:51
times if02:05:53
Europeans will not02:05:55
will find an extra 30-40 billion there in02:05:58
what cubic meters of gas are there?02:06:00
replace at least Gazprom Khan in the summer02:06:03
will02:06:05
the barges have arrived but there is nowhere for them to unload02:06:08
there were these tankers with gas from SPG02:06:11
Damn it, it's so packed, they all floated away02:06:13
[ __ ] the tankers back to Asia02:06:16
[ __ ] gas futures in Europe almost02:06:18
not to zero already fell really so step with02:06:21
oil because we have nowhere to store it02:06:23
Tankers have arrived and there is nowhere to store them02:06:25
just started building LNG plants 3 years ago02:06:27
to build them in three years tankers Let02:06:29
he comes for future use, but now there’s nowhere to go02:06:31
load02:06:34
some damn thing02:06:36
paradox this year what's going on in the world02:06:38
OK02:06:39
it's all fun02:06:42
finishing the issue writes Am I really not02:06:46
ready02:06:49
they said how much02:06:52
holidays02:06:55
money02:06:57
united us all02:06:59
their assets02:07:03
and they don’t even let us out even if we want02:07:06
get out of this unity but we are not even02:07:09
release we are united we are all together02:07:12
friends we are a team This is cool02:07:18
Everyone, let's say goodbye, 2 hours will be enough02:07:21
superfluous already all friends it was shody no02:07:24
sleep stay with us subscribe to02:07:26
channel all useful links and all useful02:07:29
links in the description under this video Well then02:07:32
and be like the bells02:07:34
Tell your friends about us02:07:37
that's all bye-byeDescription:
Василий Олейник и Ирина Ахмадуллина в прямом эфире обсудят, во что инвестировать, когда страшно, на сколько откладывается разворот рынков и почему ФРС не будет спасать экономику. Если есть вопросы по отдельным акциям — задавайте их в чате трансляции. 00:00 В ожидании Васи и Иры 02:14 О чем эфир 03:40 Российский рынок, нефть, портфель Васи и МосБиржа 18:12 Почему поднимают комиссии 19:50 Портфель Васи, Сегежа и Татнефть 29:20 Портфель Иры, Yandex, Самолет и Positive Technologies 44:49 Новый проект «Едем разбираться» 48:56 Polymetal, Газпром и Veon 55:05 Ответы на вопросы, ФРС и почему Пауэлл бежит за уходящим поездом 01:10:00 Рынок долга США, инфляция в США и золото 01:28:08 Рынок долга Еврозоны, инфляция и теханализ по индексам 01:46:23 Акции США и биткоин 02:03:10 Без Китая и с праздником 🆕 Премьера первого инвестиционного трэвел-проекта: Едем разбираться в НЛМК https://www.youtube.com/watch?v=ToVTj1s-ctU 👗 Одежда ведущей предоставлена LIMÉ https://lime-shop.com/catalog/new 👉 Наш канал на Rutube https://rutube.ru/channel/24151272/ 18+ Не является индивидуальной инвестиционной рекомендацией.
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