Name: 惡性通膨來了！富豪們現在都在搶買這5種資產！ (Hyperinflation is Already Here - 5 Assets The Rich Are Buying Right Now)
Uploaded: 2025-11-15T18:28:14.000Z
Duration: 14 min 20 s

The United States has entered the danger zone.

From 2015 to 2020, the Consumer Price Index has increased from 236 to 256.

從2015年到2020年，消費者物價指數從236漲到256。

Since 2020, the Consumer Price Index has Increased by 26%.

自從2020年以來，消費者物價指數已經上漲了26%。

通貨膨脹正在以前所未有的速度飆升。

The Fed, who is responsible to keep inflation in check, attempt to control it by raising interest rates in 2020, when annual inflation has exceeded 9%.

負責控制通膨的聯準會，在2020年年通膨超過9%時，試圖透過升息來控制它。

Rapidly rising interest rates have caused a massive stock market crash and almost drove the US Economy into a painful recession.

利率的快速上漲導致股市崩盤，幾乎讓美國經濟陷入痛苦的衰退。

Inflation did cool down to less than 2.3% by April 2025, but

到了2025年4月，通貨膨脹確實降到了2.3%以下，但是

the Fed needed another year to stabilize it at around 2%.

聯準會還需要一年時間才能將其穩定在2%左右。

As the national debt is rising, every additional percentage point is costing US taxpayers $380 billion annually.

隨著國債不斷攀升，每增加一個百分點，就要讓美國納稅人每年多花3800億美元。

So keeping interest rates at 5% means the US government has to pay $1.5 trillion in interest payments alone, while running the largest deficit in human history.

所以，將利率維持在5%，意味著美國政府光是支付利息就要花費1.5兆美元，同時還面臨人類史上最大的赤字。

As a result of that, the Fed changed course and began cutting interest rates.

結果就是，聯準會改變了策略，開始降息。

But that is definitely going to lead to a much higher inflation.

但這絕對會導致通貨膨脹大幅上升。

This means that your dollars will start losing value much faster.

這表示你的錢會開始更快地貶值。

We are not going back to the period when inflation was rising modestly.

我們不會回到通貨膨脹溫和上漲的時期了。

The era of high inflation is not over yet.

So here are the five things that rich people are buying to massively profit out of this high inflation era.

所以，這就是有錢人在這個高通膨時代大賺特賺的五種東西。

If you put these two graphs side by side, you will see a very clear pattern.

如果你把這兩張圖放在一起看，你會發現一個非常清楚的模式。

They move in parallel, as if they are mirroring each other.

它們是同步移動的，就像在互相映照一樣。

The second graph is the S&P 500, which perfectly correlates with the Consumer Price Index, a key measure of inflation.

第二張圖是 S&P 500，它跟衡量通膨的關鍵指標「消費者物價指數」完美相關。

Up until 2020, S&P 500 rose moderately alongside the CPI data.

一直到 2020 年，S&P 500 都跟著 CPI 數據溫和上漲。

But the moment CPI exploded in late 2021, so did the S&P 500.

但在 2021 年底 CPI 爆炸性上漲的瞬間，S&P 500 也跟著飆升。

If you zoom out, you will realize that the US economy primarily consists of businesses that Dr.

如果你拉遠來看，你會發現美國經濟主要就是由企業組成的。

These businesses provide jobs that pay your paycheck and offer goods and services that you spend your paycheck on as if you only exist to fuel these companies.

這些企業提供了你薪水的來源，也提供了你花掉薪水的商品和服務，彷彿你存在的目的就是為了讓這些公司獲利。

Businesses are the real winners of this economy.

企業才是這個經濟體的真正贏家。

As of 2025, there are 36 million businesses all across the United States.

到了 2025 年，全美國有 3600 萬家企業。

But not all of them have the capacity to scale to the level where they can compete nationally, let alone globally.

但不是所有企業都有能力規模化到能參與全國競爭，更別說是全球競爭了。

Out of the 36 million businesses, about 5,600 of them make it to the stock market, where any American can have a share of that pie.

在這 3600 萬家企業中，大約有 5600 家會進入股市，讓所有美國人都能分一杯羹。

Listing your stock in The Stock exchange is not the final destination.

在證券交易所掛牌上市並不是終點。

Approximately 1,000 stocks are delisted from the U.S.

stock Exchange every single year because these companies no longer meet the requirements and are replaced by their competitors.

證券交易所下市，因為這些公司不再符合規定，並被競爭對手取代。

That's why we have the S&P 500 that tracks the most successful companies that dominate each industry.

這就是為什麼我們有 S&P 500，它追蹤著主導各個行業的最成功公司。

Almost every dollar that you spend one way or another goes to the S&P 500 companies.

你花的每一塊錢，或多或少都進了 S&P 500 公司的口袋。

From the car that you purchased to the Starbucks coffee that you buy daily is a product by a company listed on the S&P 500.

從你買的車到你每天買的星巴克咖啡，都是 S&P 500 上市公司的產品。

Since companies are generally valued based on their earnings, stock prices rise the moment earnings rise, which means that the S&P 500 as a whole rises every single time there is massive inflation in the economy.

由於公司通常是根據其收益來估值的，是以收益一上漲，股價就會隨之上漲，這意味著當經濟出現大規模通膨時，整個 S&P 500 也會隨之上漲。

That's why every single rich person always keeps a portion of his wealth invested in the S&P 500, knowing for the fact that even if there is massive inflation, he is going to profit out of this inflation.

這就是為什麼每個有錢人都會把一部分財富投資在 S&P 500，因為他們知道即使有嚴重的通貨膨脹，他們也能從中獲利。

Because one way or another, the S&P 500 is going to rise.

因為不管怎樣，S&P 500 都會上漲。

On Wednesday, January 1, 2025, gold started the year with $2,606, a new record never before gold reached such heights.

2025 年 1 月 1 日星期三，黃金以 2,606 美元的價格開始新的一年，這是黃金前所未有的新高點。

For years, investors expected gold prices to stabilize, especially since they have been relatively steady since 2021.

多年來，投資者預期金價會穩定下來，尤其是在 2021 年以來金價相對平穩的情況下。

During the early months of the pandemic, gold prices did actually spike, driven by unusual market instability and massive quantitative easing by the Fed.

在疫情初期，金價確實飆升，這歸因於市場異常不穩定以及美國聯邦準備理事會（聯準會）實施了大規模的量化寬鬆政策。

Investors quickly abandoned gold, chasing profits in a roaring stock market of 2020 and 2021.

投資者紛紛拋售黃金，轉而追逐 2020 年和 2021 年蓬勃發展的股市利潤。

Holding gold seems like a very cool, stable investing strategy.

持有黃金似乎是一種很酷、很穩定的投資策略。

However, rich people don't like it because it doesn't let the wealth to grow by itself.

然而，有錢人卻不喜歡，因為它無法讓財富自行增長。

Since gold isn't actually producing anything.

因為黃金實際上並沒有生產任何東西。

Rich people don't get rich by protecting their wealth.

有錢人不是靠保護財富變有錢。

Rich people get rich by multiplying their wealth.

有錢人是靠讓財富增值變有錢。

That's why while a lot of people can't even imagine what it means to become a billionaire, some of these people are one step away from becoming trillionaires.

這就是為什麼很多人連成為億萬富翁是什麼概念都想像不出來，但有些人卻離成為兆富翁只有一步之遙。

But everything changed the moment Donald Trump was sworn in as the President of the United States.

但唐納·川普宣誓就任美國總統的那一刻，一切都改變了。

Investors quickly saw warning signs and opportunities on the other side.

投資者很快就看到了警訊和另一邊的機會。

Donald Trump made two most important decisions that made gold irresistible.

唐納·川普做了兩項最重要的決定，讓黃金變得無法抗拒。

First, he imposed tariffs on every single nation in the world, which guaranteed inflation.

首先，他對世界上每一個國家都課徵關稅，這保證了通貨膨脹。

Whether you say support Donald Trump or not, the math does not lies.

無論你支持不支持唐納·川普，數學不會說謊。

If you import it to the United States and there is a 10% tariff, it means that automatically the price of the car or the cost of the car increases by 10%.

如果你將它進口到美國，並且有關稅 10%，這意味著汽車的價格或成本自動增加了 10%。

The company will have to pass down that cost to the final consumer so the final price of that BMW will be $55,000, which means higher prices.

這間公司勢必會把成本轉嫁給最終消費者，所以這臺 BMW 的最終價格就會是 55,000 美元，這代表著更高的價格。

更高的價格意味著更高的通貨膨脹。

Last year, the US Government paid over a trillion dollars in interest payments.

去年，美國政府光是支付利息就超過了一兆美元。

So Donald Trump pressured the Fed to lower interest rates in hopes to ease the burden on the U.S.

所以唐納·川普給聯準會壓力，要他們降低利率，希望能減輕美國

Well, that saved the government some money.

嗯，這確實為政府省下了一些錢。

It actually flooded the economy with more money, which means higher inflation.

但這實際上讓經濟體系湧入了更多資金，這意味著更高的通貨膨脹。

Basically, the US Government just passed the cost to the average American.

基本上，美國政府只是把成本轉嫁給一般的美國人。

By 17th of October, gold prices crossed $4,338, a price that no one believed was possible just a year earlier.

到了10月17日，金價飆破4,338美元，這個價格在一年前可是沒人相信會發生。

But some investors weren't convinced by gold.

不過，有些投資者對黃金還是不太買單。

Sure, inflation has always been the main driver of gold prices.

沒錯，通貨膨脹一直是推升金價的主要原因。

But political instability had its own undeniable impact.

但政治不穩定的因素也帶來了不容忽視的影響。

Historically, every time there is a spike in political instability and uncertainty, it pushed gold prices higher.

歷史上，每當政治動盪和不確定性飆升時，金價就會隨之上漲。

While correlation doesn't always mean causation, it seems like in the case of gold, it's almost always true.

雖然相關性不一定等於因果關係，但在黃金這件事上，似乎幾乎總是如此。

That's why investors such as Warren Buffett took a completely different approach.

這就是為什麼像華倫·巴菲特這樣的投資者採取了完全不同的策略。

Instead of dumping all of its money into gold, he funneled all Berkshire Hathaway's cash into U.S. treasuries.

他沒有把所有資金都投入黃金，而是將波克夏·海瑟威的所有現金都投入了美國國債。

The U.S. government carries the largest debt ever amassed by any country.

美國政府背負著史上任何國家累積過的龐大債務。

so staggering that even if the US Government stopped borrowing money today and started paying it off, it can never eliminate it.

甚至大到就算美國政府今天就停止借錢開始還債，也永遠還不完。

Mathematically, the debt is so large that the U.S.

government has to pay now over a trillion dollars in interest payments.

政府現在每年光是支付利息就要超過一兆美元。

That is more than the entire military budget of the United States.

這比美國整個軍事預算還要多。

Because this, the US Government has to refinance its debts every single time to avoid a default by issuing new Treasuries.

因為這樣，美國政府每次都必須透過發行新的國債來重新融資，以避免違約。

New Treasuries will have to reflect the current market rates.

新的國債必須反映目前的市場利率。

So in 2022, when the Fed hiked interest rates to tackle inflation, the new Treasuries offered at least 5.5% in interest rates.

所以在2022年，當聯準會為了對抗通膨而升息時，新發行的國債提供了至少5.5%的利率。

He poured all of his cash into U.S. treasuries, receiving 5.5% in interest rates.

他把所有現金都投入了美國國債，獲得了5.5%的利率。

In 2024 alone, Warren Buffett's Berkshire Hathaway received more than 15 or $16 billion in cash from the U.S.

光是2024年，巴菲特的波克夏海瑟威就從美國

納稅人那裡收到了超過150億或160億美元的現金。

This year, he is expecting to receive about $14 billion in cash from U.S. taxpayers.

今年，他預計會從美國納稅人那裡收到大約140億美元的現金。

As long as inflation remains high, investors will keep demanding higher yields on Treasuries.

只要通膨居高不下，投資人就會持續要求美國國債更高的報酬率。

And since the US Government has no other option but to keep refinancing its debts to avoid a default, investors will continue massively profiting from US Treasuries, turning Periods of high inflation into massive profits.

而且因為美國政府別無選擇，只能不斷重新融資其債務以避免違約，投資人將持續從美國國債中大賺一筆，讓高通膨時期變成巨額獲利期。

The real question is why is the US Government running such a large debt in the first place?

真正該問的是，美國政府一開始為何會背負如此龐大的債務？

While it's mathematically impossible to pay back that debt, the US Government has a plan.

雖然數學上根本不可能還清這筆債務，但美國政府有個計畫。

A plan that most Americans most likely will never notice.

一個大多數美國人很可能永遠不會注意到的計畫。

Think of the US Dollar not as a money, but