Name: 為什麼所有百萬富翁都在為高通脹做準備？ (Why All Millionaires Are Preparing For High Inflation)
Uploaded: 2025-08-27T18:04:19.000Z
Duration: 14 min 34 s

The federal reserve just made it very clear that we are entering into a new age of high inflation.

美聯儲剛剛明確表示，我們正在進入一個高通脹的新時代。

未來簡單式

From now onwards, you can forget about inflation of 1.5 percent to 2 percent, but rather it is going to be an inflation of 3 percent or maybe even higher than that.

從現在起，你可以忘記 1.5% 到 2% 的通脹率，通脹率將達到 3%，甚至更高。

現在進行式

The first priority of the fed is not going to be to keep inflation at 2 percent target, which means that prices from now onwards are going to increase significantly faster than they have been in the last 20 years.

美聯儲的首要任務不會是將通脹率保持在 2% 的目標，這意味著從現在開始，物價上漲的速度將大大快於過去 20 年。

So whether you like it or not, it is certainly going to impact you.

是以，無論你喜歡與否，它肯定會對你產生影響。

So here in this video, let's talk about why exactly that's happening, why the fed suddenly changed its policies and how it will impact you and how you can profit out of it, which is the most important part.

是以，在這段視頻中，我們將討論為什麼會發生這種情況，為什麼美聯儲會突然改變政策，以及這將對你產生怎樣的影響，你又該如何從中獲利，這才是最重要的部分。

Either you will profit out of it or it's going to crush your earnings and you will get poorer at the end of the day.

要麼你會從中獲利，要麼它會壓垮你的收入，最後你會變得更窮。

That's why pay a very close attention and give this video a thumbs up and let's get right into it.

是以，請密切關注併為這段視頻豎起大拇指，讓我們進入正題。

Federal reserve literally said we returned to a framework of flexible inflation targeting, which means that we are no longer going to stick to a 2 percent inflation rate.

美聯儲字面上說，我們回到了靈活的通脹目標框架，這意味著我們不再堅持 2% 的通脹率。

And that did a lot of people to wonder what exactly has changed that we are abandoning the strategy of the last 20 years and we are moving into this more flexible inflation.

這讓很多人不禁要問，到底發生了什麼變化，讓我們放棄了過去 20 年的戰略，轉而採用這種更加靈活的通脹方式。

Well, the answer is very straight forward.

If you look at the US economy, you will see that finally the United States is having a very serious competitor, which is China.

如果你看看美國的經濟，你會發現美國終於有了一個非常嚴重的競爭對手，那就是中國。

The Chinese economy over the last couple of years have grown tremendously.

過去幾年，中國經濟取得了巨大發展。

Back in 1980s and 90s, China was absolutely nobody.

上世紀八九十年代，中國絕對是個無名小卒。

But that gap has been shrinking over time.

但隨著時間的推移，這一差距在不斷縮小。

One of them is going to win and one of them is going to lose.

If you look at their economies from purchasing power parity, which is a more accurate representation of the GDP, then China is already the largest economy in the world.

如果從購買力平價的角度（購買力平價更準確地代表了國內生產總值）來看待它們的經濟，那麼中國已經是世界上最大的經濟體。

Now, there is a difference between the nominal GDP and the purchasing power parity because in each country, prices are very different.

現在，名義 GDP 和購買力平價之間存在差異，因為每個國家的物價都大不相同。

For example, in China, real estate prices are much cheaper than the United States for the exact same income or for the exact same price, you can buy a far better house in China than the United States.

例如，在中國，房地產價格比美國便宜得多，在收入完全相同或價格完全相同的情況下，你可以在中國買到比美國好得多的房子。

And that's why if we want a more accurate representation of the GDP, then we have to consider local prices.

是以，如果我們想更準確地反映國內生產總值，就必須考慮當地的物價。

From that perspective, China is already the world's largest economy.

從這個角度看，中國已經是世界上最大的經濟體。

However, because the world runs on the US dollar, another major benchmark is the GDP in US dollar, and that's when the United States is still far ahead of China.

然而，由於世界是以美元為基礎運行的，是以另一個主要基準是以美元計算的國內生產總值，而此時美國仍遠遠領先於中國。

But if you look at the GDP growth, then China is growing faster than the United States.

但如果從國內生產總值的增長來看，中國的增長速度要快於美國。

So if you literally do the math, you know that at a certain time in the future, China will overtake the United States even when it comes from the perspective of the US dollar and the nominal GDP.

是以，如果你從字面上進行計算，就會知道在未來的某個時間，即使從美元和名義 GDP 的角度來看，中國也會超過美國。

And that's when the US dollar could lose its status as the global reserve currency.

到那時，美元就可能失去全球儲備貨幣的地位。

Because currently, the US economy grows at a GDP of about 2.5-3% in the best-case scenario.

因為目前，在最好的情況下，美國經濟的 GDP 增長率約為 2.5-3%。

And over the last 10-20 years, it has been growing at about 2%.

而在過去的 10-20 年間，增長率一直保持在 2% 左右。

The Chinese economy, yes, it has slowed down because the Chinese economy has made a tremendous progress over the last 30 years.

是的，中國經濟放緩了，因為中國經濟在過去 30 年裡取得了巨大進步。

So if the United States is growing at 2.5% or 2% and China is growing at 5%, 15 years from now, China is now the largest economy in the world even when it comes to nominal GDP.

是以，如果美國以 2.5%或 2%的速度增長，而中國以 5%的速度增長，那麼 15 年後，即使按名義 GDP 計算，中國現在也是世界上最大的經濟體。

At the same time, you have to understand the real growth of the GDP and inflation rate.

同時，你還必須瞭解國內生產總值的實際增長和通貨膨脹率。

Because if your GDP is growing because you are simply printing more money, it doesn't mean that the real GDP is growing.

因為如果你的 GDP 增長只是因為你印了更多的鈔票，這並不意味著真正的 GDP 在增長。

So always you have to take into account inflation.

是以，你必須考慮到通貨膨脹。

So the GDP growth, the productivity growth minus the inflation rate.

是以，國內生產總值的增長、生產率的增長減去通貨膨脹率。

In the US, inflation has gotten out of control.

While in China, inflation is literally below 0.5% at 0.2%.

而中國的通脹率僅為 0.2%，低於 0.5%。

Which means that every percentage growth of GDP in China is far greater in productivity than in the United States.

這意味著，中國國內生產總值每增長一個百分點，其生產率都遠遠高於美國。

Which again sends a very clear signal to the rest of the world that China is the real boss now and China is about to take over the United States.

這再次向世界其他國家發出了一個非常明確的信號：中國現在才是真正的老大，中國即將接管美國。

And that has been the case for over the last couple of decades.

過去幾十年來，情況一直如此。

So the United States is finding itself in a very weird position.

是以，美國發現自己處於一個非常奇怪的境地。

The United States did not have any kind of a real rival since 1990s.

自 20 世紀 90 年代以來，美國沒有任何真正的對手。

Just go back to 1990s, I mean to 1980s and 70s.

回到 20 世紀 90 年代，我是指 20 世紀 80 年代和 70 年代。

First of all, the United States had a real challenger, which was the Soviet Union.

首先，美國有一個真正的挑戰者，那就是蘇聯。

So the United States had to work really really hard in order to beat the Soviet Union.

是以，美國必須非常非常努力才能打敗蘇聯。

And then there was a competitor such as Japan.

Japan's economy was growing so fast that it almost overtook the United States.

日本經濟增長迅速，幾乎超過了美國。

But then the Japanese economy turned into a bubble and it burst.

但後來日本經濟變成了保麗龍，保麗龍破滅了。

Now unlike Japan, China is very different.

現在，與日本不同，中國有很大的不同。

First of all, geographically, China is far bigger than Japan.

首先，從地理上看，中國比日本大得多。

Demographically, China has far more people than Japan.

從人口上看，中國的人口數量遠遠超過日本。

Literally, China has 10 times the population of Japan.

從字面上看，中國的人口是日本的 10 倍。

So China initially has much stronger foundation to overtake the United States than Japan ever had.

是以，與日本相比，中國最初擁有更強大的基礎來超越美國。

So the trend is very clear that if things continue like that, the United States is going to lose this battle.

是以，趨勢非常明顯，如果事情繼續這樣發展下去，美國將輸掉這場戰鬥。

And if you are no longer the largest economy in the world, then you can forget about being the global reserve currency.

如果你不再是世界上最大的經濟體，那麼你就別想成為全球儲備貨幣了。

Because you have the world's largest economy, you have the world's largest liquid market, and investors feel much more confident investing in your economy since you are the dominant economy in the world.

因為貴國擁有世界上最大的經濟體，擁有世界上最大的流動性市場，投資者對投資貴國經濟更有信心，因為貴國是世界上占主導地位的經濟體。

And you cannot compete with China if you have very high interest rates.

如果利率很高，就無法與中國競爭。

You have to bring down interest rates, make access to the capital much more accessible so that the US companies can have access to a lot more cash, they will start borrowing money investing, building plants, building infrastructure, building manufacturing plants across the United States so that the US economy grows at a much faster pace than it has been growing over the last 20 years and it matches with China.

你必須降低利率，讓資金更容易獲得，這樣美國公司就能獲得更多現金，他們就會開始借錢投資、建廠、建設基礎設施、在全美各地建設製造工廠，這樣美國經濟的增長速度就會比過去20年的增長速度快得多，與中國不相上下。

So from now onwards, if the US will start growing at a much higher GDP growth and it will be very close to China's GDP growth, then the United States will be at the top of the game for far longer.

是以，從現在起，如果美國開始以更高的 GDP 增長率增長，並與中國的 GDP 增長率非常接近，那麼美國將在更長的時間內處於遊戲的頂端。

If the rate right now is for example 2.5% for the US and 5% for China, then there is a certain period where China will overtake.

如果現在美國的增長率是 2.5%，中國的增長率是 5%，那麼在一定時期內，中國會超過美國。

Now, if we grow the US GDP to let's say to a growth rate of 3.4% to 4%, now the period at which the United States will be far ahead of China will be simply much longer.

現在，如果我們把美國的 GDP 增長率提高到 3.4% 至 4%，那麼美國遠遠領先於中國的時間將大大延長。

There was a very long period where the United States was going through a very lazy period, that's how I actually call it.

有很長一段時間，美國經歷了一個非常懶惰的時期，我是這麼稱呼它的。

Because if you look at the GDP growth, you will see that up until 1990s, the United States GDP was growing at about 4% rate.

因為如果你看一下國內生產總值的增長，就會發現直到 20 世紀 90 年代，美國的國內生產總值一直以 4% 左右的速度增長。

Since then, it has been growing at about 2%.

從那時起，增長率一直保持在 2%左右。

The real question is that what exactly has happened.

真正的問題是，究竟發生了什麼。

In the late 1990s, the United States found itself in a very weird position that it has nobody to compete against.

20 世紀 90 年代末，美國發現自己處於一個非常奇怪的境地，沒有人可以與之競爭。

Back in 1970s and 80s, it was the Soviet Union, then it was Japan, but since then, the United States was at the top of the game and I think that was the primary reason why the 2008 financial crisis happened.

在上世紀七八十年代，當時是蘇聯，後來是日本，但從那時起，美國就站在了遊戲的頂端，我認為這是 2008 年金融危機發生的主要原因。

Because in early 2000s, the United States thought that everything will continue to grow because this is the United States and this is the rest of the world.

因為在本世紀初，美國認為一切都會繼續增長，因為這裡是美國，這裡是世界其他地方。

So there was so much overconfidence in the United States that nobody believed that this could turn into a bubble and it will burst.

是以，美國人過於自信，沒有人相信這會變成保麗龍，而且會破滅。

And then that is exactly what has happened.

The 2008 housing market turned into a bubble and it crushed the entire US economy.

2008 年的房地產市場變成了保麗龍，壓垮了整個美國經濟。

And how do you think the United States saved itself?

你認為美國是如何拯救自己的？

Literally this is something that I still cannot possibly believe that it actually has happened.

從字面上看，我至今仍無法相信這一切真的發生了。

The federal reserve comes in and literally bails out absolutely everybody.

聯邦儲備局介入，從字面上理解就是救助所有人。

Print money, create money, buy everything in the market, so that the economy starts growing again.

印鈔票，創造貨幣，在市場上購買一切，讓經濟重新開始增長。

If any other economy has done anything like that, it would have turned into a disaster.

如果任何其他經濟體也這樣做，就會變成一場災難。

But the only reason that it didn't happen with the United States, because here was the United States and here was the rest of the world.

但美國沒有發生這種情況的唯一原因是，這裡是美國，這裡是世界其他國家。

And that's why the growth in the US has been at around 2 percent since then.

正因如此，美國的經濟增長率從那時起一直保持在 2% 左右。

Up until 2020, when the world realized that, wait a second, United States is losing the battle, and now there is a real competitor that somebody can realistically overtake the United States, not in a hundred years from now, but literally in the next 10 to 15 years.

直到 2020 年，當世界意識到，等一下，美國正在輸掉這場戰鬥，現在有了一個真正的競爭對手，有人可以超越美國，不是在一百年後，而是在未來 10 到 15 年內。

So we have to do something about it, and we have to go back to the real growth of 1970s and 80s where the US GDP grows at about 4 percent, maybe even 4.5 percent.

是以，我們必須為此做些什麼，我們必須回到上世紀七八十年代的實際增長水準，即美國國內生產總值增長約 4%，甚至 4.5%。

If China's growth slowed down to 4 percent, and the US growth grows to 4 percent, suddenly, even mathematically, it's impossible to overtake the United States.

如果中國的經濟增長放緩到 4%，而美國的經濟增長達到 4%，那麼突然之間，甚至從數學上講，中國不可能超過美國。

So here is the plan, either China is going to turn into a bubble just like Japan did, and the Chinese bubble is going to burst, and again, the United States will emerge out of this competition victorious.

是以，我們的計劃是，要麼中國像日本一樣變成保麗龍，要麼中國保麗龍破滅，美國將再次從這場競爭中勝出。

Yes, some of the sectors in China are in bubble.

是的，中國的一些行業存在保麗龍。

However, unlike Japan, China has a very strong foundation with its economies.

然而，與日本不同，中國的經濟基礎非常雄厚。

And China is nowhere close to a bubble like Japan has ever been.

而中國遠沒有像日本那樣出現保麗龍。

So chances that China's bubble is going to burst just like Japan are very unlikely.

是以，中國的保麗龍像日本一樣破滅的可能性很小。

But the second option is that China will collapse just like the Soviet Union did back in 1991.

但第二種選擇是，中國會像 1991 年的蘇聯一樣解體。

Because unlike the Soviet Union, China is a capitalistic economy, while the Soviet Union until its end was not a capitalistic economy, it was a state-driven economy.

因為與蘇聯不同，中國是資本主義經濟，而蘇聯直到解體都不是資本主義經濟，而是國家主導型經濟。

The most important question is that how is that going to impact you.

最重要的問題是，這會對你產生什麼影響。

What you need to understand first of all, the difference between wealth and income.

首先，您需要了解的是財富和收入之間的區別。

And this is the most important thing that a lot of people don't understand.

這也是很多人不明白的最重要的一點。