โ€œํ„ฐ๋ฌด๋‹ˆ์—†์ด ๋น„์‹ธ๋‹คโ€ โ€˜๋น… ์‡ผํŠธโ€™ ํˆฌ์ž์ž ํ…Œ์Šฌ๋ผ ๊ณต๋งค๋„ ์žฌ๊ฐœ

๋งˆ์ดํด ๋ฒ„๋ฆฌ๊ฐ€ ํ…Œ์Šฌ๋ผ ์ฃผ๊ฐ€๊ฐ€ โ€œํ„ฐ๋ฌด๋‹ˆ์—†์ด ๊ณผ๋Œ€ํ‰๊ฐ€๋๋‹คโ€๋ฉฐ ๋‹ค์‹œ ๊ณต๋งค๋„์— ๋‚˜์„ฐ๊ณ , ์ฃผ์‹ ๋ณด์ƒ๊ณผ ์ผ๋ก  ๋จธ์Šคํฌ์˜ 1์กฐ ๋‹ฌ๋Ÿฌ ๋ณด์ƒ์•ˆ์ด ์ง€๋ถ„ ํฌ์„์„ ํ‚ค์šธ ๊ฒƒ์ด๋ผ๊ณ  ๊ฒฝ๊ณ ํ–ˆ๋‹ค. fortunekorea.co.kr/news/articl

โ€œํ„ฐ๋ฌด๋‹ˆ์—†์ด ๋น„์‹ธ๋‹คโ€ โ€˜๋น… ์‡ผํŠธโ€™ ํˆฌ์ž์ž ํ…Œ์Šฌ๋ผ ๊ณต๋งค๋„ ์žฌ๊ฐœ

Marco Quiroz-Gutierrez & ๊น€๋‹ค๋ฆฐ ๊ธฐ์ž ยท ์˜ํ™” ใ€Ž๋น… ์‡ผํŠธ(The Big Short)ใ€์˜ ์‹ค์ œ ๋ชจ๋ธ๋กœ ์œ ๋ช…ํ•œ ํˆฌ์ž์ž ๋งˆ์ดํด ๋ฒ„๋ฆฌ๊ฐ€ ์ „๊ธฐ์ฐจ ์—…์ฒด ํ…Œ์Šฌ๋ผ๋ฅผ ๋‹ค์‹œ ๊ณต๋งค๋„ํ•˜๋ฉฐ ์ฃผ๊ฐ€๊ฐ€ โ€œํ„ฐ๋ฌด๋‹ˆ์—†์ด ๋น„์‹ธ๋‹คโ€๊ณ  ์ง๊ฒฉํƒ„์„ ๋‚ ๋ ธ๋‹ค. ๊ทธ๋Š” ์ผ๋ก  ๋จธ์Šคํฌ์˜ 1์กฐ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ๋ณด์ƒ์•ˆ์ด ์ด๋Ÿฐ ๋ฌธ์ œ๋ฅผ ๋” ํ‚ค์šธ ๊ฒƒ์ด๋ผ๊ณ  ๊ฒฝ๊ณ ํ–ˆ๋‹ค.์ตœ๊ทผ ์ž์‹ ์˜ ํ—ค์ง€ํŽ€๋“œ ์‚ฌ์ด์–ธ ์• ์…‹ ๋งค๋‹ˆ์ง€๋จผํŠธ(Scion Asset Management)์˜ ๋“ฑ๋ก์„ ์ทจ์†Œํ•œ ๋ฒ„๋ฆฌ๋Š” ์ตœ๊ทผ ์ƒˆ๋กœ ์—ฐ ์„œ๋ธŒ์Šคํƒ(Substack) ๋ธ”๋กœ๊ทธ๋ฅผ ํ†ตํ•ด ํ…Œ์Šฌ๋ผ์— โ€˜์ˆ ๋ฒ ํŒ…โ€™์„ ๋‹ค์‹œ ์‹œ์ž‘ํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ๊ทธ๋Š” ๊ธ€์—์„œ โ€œํ…Œ์Šฌ๋ผ์˜ ์‹œ๊ฐ€์ด์•ก์€ ์ง€๊ธˆ๋„, ๊ทธ๋ฆฌ๊ณ  ๊ฝค ์˜ค๋žซ๋™์•ˆ ํ„ฐ

www.fortunekorea.co.kr ยท ํฌ์ถ˜์ฝ”๋ฆฌ์•„ ๋””์ง€ํ„ธ ๋‰ด์Šค

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