Name: 一生僅有一次的投資機會即將來臨！ (A Once in a Lifetime Investment Opportunity is Coming.)
Uploaded: 2026-03-05T18:06:34.000Z
Duration: 11 min 39 s

現在進行式

And whether you like it or not, this is going to have a serious implication on the US Economy, on the stock market, and

而且，不管你喜不喜歡，這都會對美國經濟、股市，

最重要的是，對你的錢有嚴重的影響。

At the end of the day, wars are really bad.

But whether you like it or not, it's always a financial opportunity.

但不管你喜不喜歡，它總是一個財務機會。

During any kind of conflict, wealth transfers from one group of people into another.

在任何衝突期間，財富都會從一群人轉移到另一群人。

So if you know exactly what you are doing, if you buy the right assets, and

所以，如果你確切知道自己在做什麼，如果你買對了資產，而且

if you invest in the right assets, you will end up one of the winners of this war.

如果你投資了對的資產，你最終會成為這場戰爭的贏家之一。

And this is not just about the Iran war, but

rather, there has been a series of conflicts that has been happening throughout 2025 and now 2026.

而是，在2025年到現在的2026年，一直發生著一系列的衝突。

First, Donald Trump has actually waged the trade war against the rest of the world, the reciprocal tariffs.

首先，川普其實對全世界發動了貿易戰，也就是互惠關稅。

But the Supreme Court has shut down his tariffs and now the US Government has has to pay in refunds, hundreds of billions of dollars.

但最高法院駁回了他的關稅，現在美國政府必須退還數千億美元的款項。

He also captured the President of Venezuela.

If this war is going to turn into another forever war, it can easily cost the US Government trillions of dollars.

如果這場戰爭演變成另一場無限期戰爭，美國政府很容易就會損失數兆美元。

Now, we don't know for a fact how this war is going to end, but

現在，我們無法確切知道這場戰爭會如何結束，但是

oil prices are already up and that is going to cause inflation.

油價已經上漲，這將會導致通貨膨脹。

So the longer this war is going to continue, the more it is going to cost the the entire global economy.

所以這場戰爭持續得越久，對整個全球經濟的影響就越大。

But historically, the US Government used to fund wars by raising money.

不過，從歷史來看，美國政府過去都是透過籌集資金來資助戰爭。

So if you have a conflict, you will raise taxes and pay off the conflict.

所以，如果你有衝突，你就會提高稅收來支付衝突的費用。

However, over the last 25 years, something fundamentally has changed.

然而，在過去的25年裡，有些根本性的東西改變了。

The United States began funding wars with debt.

美國開始透過債務來資助戰爭。

And that has not been historically the case.

Even if you go to World War II, half of it was financed with taxes and the other half was borrowed.

即使是第二次世界大戰，其中一半是透過稅收融資，另一半是借來的。

But then the US Government paid off the debt.

The problem with debt is that it is the exact same problem that people run in their personal lives.

債務的問題，跟你個人生活中遇到的問題是一模一樣的。

When you are in a crisis, you supposed to lower down your standard of living.

當你遇到危機時，你應該要降低你的生活水準。

There is no shame in using debt to get out of that problem as long as you pay off that debt after you go out.

只要你能在脫離困境後償還債務，利用債務來解決問題並沒有什麼可恥的。

But if you don't and you start getting hooked on credit cards, one day you will find yourself in a position where you are simply living off your credit card and your interest payments will start growing and growing and growing.

但如果你沒有，而且你開始沉迷於信用卡，有一天你會發現自己陷入一個只靠信用卡度日的窘境，而你的利息支出會不斷增加。

And one day you will find out that your entire paycheck just goes into the interest payments.

有一天你會發現，你所有的薪水都只夠付利息。

You will never get out of that crisis unless you declare bankruptcy.

除非你宣佈破產，否則你永遠無法擺脫這個危機。

And the US Government has been following that path.

Historically you see, back in 1980s, the US deficit has grown or doubled, I would say, because Ronald Reagan has passed the largest tax cuts in history.

歷史上，你看看，在1980年代，美國的財政赤字增加了，我會說翻倍了，因為雷根總統通過了史上最大規模的減稅。

Suddenly the national debt has tripled in less than 10 years.

國家債務在不到10年的時間裡就翻了三倍。

And that sounded the alarm for investors because investors who used to lend money to the US government realized that the debt to DP ratio has crossed 41%.

這對投資者敲響了警鐘，因為過去借錢給美國政府的投資者意識到，債務與GDP的比例已經超過了41%。

Will the US government be able to pay off investors?

And that's why the yields on the US Treasuries has instantly spiked.

這就是為什麼美國國債的殖利率瞬間飆升的原因。

And that was a huge catastrophe for the entire bond market.

這對整個債市來說是一場巨大的災難。

And that's why Clinton actually started running a federal surplus.

這也是為什麼柯林頓總統實際上開始實現了聯邦盈餘。

That was the first surplus that the US Government run in decades.

這是美國政府幾十年來首次實現盈餘。

That's how the US Government began paying off its debts.

這就是美國政府開始償還債務的方式。

That was probably the last time the United States ever paid off even a huge or a small portion of its debt.

這大概是美國最後一次償還部分債務，無論是大部分還是小部分。

And now take these numbers and compare them to today, the debt to GDP ratio is 125% and the national or the federal deficit is more than 6%.

現在把這些數字拿來跟今天比較，債務與GDP的比例是125%，國家或聯邦赤字超過6%。

And that has been happening over the last couple of years.

And the reason the US government can't go back to a 3% deficit rate is because it is waging this conflict.

美國政府無法回到3%的赤字率，是因為它正在進行這場衝突。

When you have a federal deficit of 3%, it's not actually a big deal because historically you can grow the GDP by 2 to 3%.

當你的聯邦赤字是3%時，其實不是什麼大問題，因為歷史上你可以讓GDP成長2%到3%。

But the moment your deficit is more than 3%, suddenly your debt is growing way faster than the size of the economy.

但一旦你的赤字超過3%，你的債務成長速度就會遠遠快於經濟的規模。

And if you can do basic math, you can just figure out that this is the point historically where the US Government is going to get out of business.

你只要做點簡單的數學，就能算出歷史上美國政府將會倒閉的時刻到了。

這也是為什麼投資人如此擔憂。

And the US government is not running like a 6% or a 4% deficit rate, but

而且美國政府的赤字率不是6%或4%，而是

And if these wars are going to continue, especially this conflict, if it turns into another forever war, we can easily see this number to be at about 7 to 8% over the next five to seven years.

如果這些戰爭持續下去，特別是這場衝突，如果演變成另一場無限期戰爭，我們很容易看到這個數字在未來五到七年內達到7%到8%。

If that is such a huge problem, look at the US Government.

如果這是個大問題，看看美國政府。

It is running the largest debt in history, and yet it is not declaring bankruptcy.

它背負著史上最大的債務，卻沒有宣佈破產。

And that's because the nature of how US Government borrows money historically has changed.

這是因為美國政府歷史上借錢的方式已經改變了。

Before, the US Government would borrow money from public.

以前，美國政府會向大眾借錢。

The US Government would borrow money from other nations, from other banks, including American citizens, including American companies.

美國政府會向其他國家、其他銀行，包括美國公民、美國公司借錢。

But that's no longer the case because everything has changed after the 2008 financial crisis.

但情況已經不是這樣了，因為2008年金融危機後一切都變了。

And now the US government borrows money from the Federal Reserve.

現在美國政府是向聯準會借錢。

If there is any kind of Instability in the bond market and investors are worried about the state of the US national debt.

如果債券市場出現任何不穩定，投資人擔心美國國債的狀況。

The Federal Reserve instantly intervenes and they do something that they call quantitative easing.

聯準會會立刻介入，做他們稱之為量化寬鬆的事。

Why would they call it quantitative easing?

為什麼他們要稱之為量化寬鬆？

It is literally the Federal Reserve printing money and buying the US national debt.

這簡直就是聯準會印鈔票然後買入美國國債。

So if investors will start dumping the US Bonds in the market, guess what happens?

所以如果投資人開始拋售美國債券，猜猜會發生什麼事？

The Federal Reserve prints money and buys these bonds.

聯準會就會印鈔票買進這些債券。

And because the Federal Reserve is fundamentally like a part of the US Government, it is never going to let the US Government go broke.

而且因為聯準會基本上是美國政府的一部分，它絕對不會讓美國政府破產。

Because if the US Government goes broke, then the Federal Reserve instantly goes broke.

因為如果美國政府破產，聯準會也會立刻破產。

And one of the main jobs of the Federal Reserve is to ensure that there is stability in the US Economy, which is why the US Government is no longer worried.

聯準會的主要職責之一就是確保美國經濟穩定，這就是為什麼美國政府不再擔心了。

You don't want to loan us money, you want to dump our debt.

你們不想借錢給我們，你們想拋售我們的債務。

Because the Fed is going to bail out the US Government by printing trillions of dollars.

因為聯準會會印數兆美元來救美國政府。

Now, on one side, if we have such a great solution, why should we be worried?

現在，一方面，如果我們有這麼棒的解決方案，我們為什麼還要擔心呢？

Because based on this theory, then the government should never go out of business at all.

因為根據這個理論，政府根本就不應該倒閉。

Because the government has the magic pen or the magic stick that it can literally just use and close down that debt.

因為政府有魔法筆或魔法棒，他們可以真的就拿來用，然後關閉那筆債務。

If this was so easy, I wouldn't actually be making this video.

如果這麼簡單，我其實就不會拍這支影片了。

But the reality is that the value of the dollar is based on supply and demand.

但現實是，美元的價值是基於供需的。

Yes, you can literally just print money and pay off your debt, but

是的，你真的可以印錢來償還債務，但是

what happens to the value of the dollars every time you are printing money?

每次你印錢的時候，美元的價值會發生什麼事？

If you are printing more money than the speed at which the economy is growing, then the dollar starts losing its value.

如果你印的錢比經濟成長的速度還快，那麼美元就會開始貶值。

When you go to the groceries and now you're completely complaining about the cost of living.

當你去超市，你就會開始抱怨生活開銷變貴了。

It is not because something bad happened to the economy.

這不是因為經濟發生了什麼壞事。

You have to understand that nothing fundamentally bad happened to the economy.

你要明白，經濟本身並沒有發生什麼根本性的問題。

What actually happened is that the government systematically devalued the value of the dollar to fund these wars, to fund these conflicts.

實際上發生的是，政府為了資助這些戰爭、這些衝突，系統性地讓美元貶值。

So because you are not investing and you're simply on your average wage or you are on a paycheck, the value of your dollars are getting deteriorated day by day, months by months, year by year.

所以，因為你沒有投資，你只是領著平均薪資或薪水，你的美元價值就一天天、一月月、一年年地縮水。

So when you zoom out and the value of the dollar has deteriorated so much over the last 10 years.

所以當你拉遠來看，過去十年來美元的價值已經大幅縮水。

That's why the cost of living has risen so much.

這就是為什麼生活開銷漲這麼多。

That is why life is much more difficult than it has ever been in the past.

這就是為什麼生活比過去任何時候都更艱難。

While you're living your life as if nothing is happening and nobody's paying for these wars, guess what?

當你過著好像什麼都沒發生、沒人為這些戰爭買單的生活時，猜猜怎麼著？

You have been paying the cost of these conflicts because the value of the dollar has been deteriorating.

你其實一直在為這些衝突付出代價，因為美元的價值一直在貶值。