【金相場】OpenAI上場延期報道でチャンス到来！？「金が買われない」本当の理由アセットアロケーションで読む金価格の行方【元機関投資家が解説】

Why is the price of gold falling? Is the news of OpenAI's IPO postponement presenting an opportunity? Former institutional investor Ryosuke Izumida explains the future outlook for gold prices based on macroeconomic factors such as gold's role in times of crisis, central bank gold trading, US interest rates, and large-scale AI IPOs. We will also analyze the concept of asset allocation (stocks, bonds, and gold) that those who own or are considering buying gold should know, based on data from the World Gold Council. 00:00 Opening: Explaining the Background of Weakening Gold Prices 01:00 Review of Gold Price Charts (Year-End High → Downward Trend) 03:09 Gold as an "Alternative Asset": The Relationship Between Inflation and Gold 04:35 Comparison of Stocks, Bonds, and Gold (Gold's Weakness: Not Generating Dividends) 06:22 Central Banks' Buying and Selling of Gold (Turkey's Currency Intervention) 08:06 The Reality of the Depreciation of the Turkish Lira (From 5 to 46 Lira in 2017) 10:13 Reading Asset Allocation: Stocks (Large AI IPOs) and Bonds (US Interest Rates Over 4%) 12:30 Will the AI ​​Bubble Continue? A "Crisis" Scenario Where Gold Shines Again 14:22 Summary: Gold Price Scenarios Until the End of the Year (Both Sides of the Argument) 17:55 Ending Learn the Essence of Stock Investment and Asset Management at Izumidaism. Former institutional investor Ryosuke Izumida thoroughly explains the concepts of company analysis and valuation (fair stock price) for Japanese and US stocks necessary in the new NISA era. Ryosuke Izumida's new channel, "Izumidaism," is launching! Hello, I'm Ryosuke Izumida. This channel is where I, with my experience as a former institutional investor and securities analyst, explain "professional company analysis" and "economic news" in an easy-to-understand way for individual investors. ▼What you can learn from this channel Instead of short-term information like "buy this stock and you'll make money," which is abundant these days, we deliver content that cultivates a fundamental "eye for companies." Professional company analysis: Deciphering the "true value of a company" behind financial statements and news Valuation (pricing): Is the stock price undervalued? Or overvalued? An Explanation of Institutional Investor Logic ■Ryosuke Izumida Profile Securities Analyst After graduating from Keio University's Faculty of Commerce, he worked as a portfolio manager and securities analyst for foreign and Japanese equities at Nippon Life Insurance and Fidelity Investments. He completed his Master's degree at Keio University Graduate School of System Design and Management. Certified Securities Analyst (CMA) of the Securities Analysts Association of Japan. Part-time lecturer at Tokyo University of Science Graduate School, where he lectures on energy and industrial architecture. ■Books "Stock Investment Methods That Don't Require Forecasts, Known Only to Institutional Investors" https://amzn.asia/d/9ZYntIf "The Industrial Landscape Where Technology Will Reshape Everything" https://amzn.asia/d/4u3GYpI "Google vs. Toyota: Self-Driving Cars are Just the Beginning" https://amzn.asia/d/3E1vHv6 "What Will Happen to Banks?" https://amzn.asia/d/fw4fYhB "Japan's Electronics Industry: What Will Determine Success or Failure?" https://amzn.asia/d/gGnQe7m *The information on this channel is provided for informational purposes only, representing the personal views of an analyst. It does not endorse any specific stocks or investment methods. Investment is at your own risk. #NISA #Investment #JapaneseStocks