最近、積立NISA(正式名称: つみたてNISA)を始めたので、投資の勉強を始めました。
YouTube界隈には投資系YouTuberが沢山いますが、日本で一番の登録者数を誇っている高橋ダンさんは、英語でも市場分析をアップロードしているので、英語の勉強にもなります。
そこで、投資の勉強と英語の勉強を「Dan Takahashi English Channel」でやってみようと思います。
YouTube動画を使った英語スクリプトのただのディクテーションなのですが、継続できるように努力したいですね。誰か参考になれば。
今回は第2回です。
2021年2月19日の11分10秒の動画です。
Those of you new to my channel, my name is Dan, I'm a former wall street guy, former hedge fund guy, please see the below description as to who I am. Would appreciate if you guys subscribe to my channel below and also press the thumbs up button if you enjoyed today's content.
but investors are still not seeing its
YouTube界隈には投資系YouTuberが沢山いますが、日本で一番の登録者数を誇っている高橋ダンさんは、英語でも市場分析をアップロードしているので、英語の勉強にもなります。
そこで、投資の勉強と英語の勉強を「Dan Takahashi English Channel」でやってみようと思います。
YouTube動画を使った英語スクリプトのただのディクテーションなのですが、継続できるように努力したいですね。誰か参考になれば。
今回は第2回です。
2021年2月19日の11分10秒の動画です。
2021年2月19日 Don't Miss Out....Japan Stocks ARE BACK!
Hey everyone, Dan Takashi here. It looks to me like the foreign investment community is starting to wake up to Japanese stocks.
【フレーズ】It looks to me like
【意味】私には...に見える。私には...にしか見えない。私には...のように感じる。
【例文】It looks to me like a good choice.「それは私には良い選択に見えます。」
【例文】It looks to me like a good choice.「それは私には良い選択に見えます。」
That's right. Uh,, the long slumber that has happened in the Japanese stock market 30 years, basically 30 years of markets just going sideways still have not caught up to the 1989 highs, still not there yet today, but getting closer as the nikkei has now broken to 30 000.
【フレーズ】slumber
【意味】名詞:眠り、動詞:眠る
主語:30 years of markets just going sideways
動詞:still have not caught up
【フレーズ】still not there yet
【意味】名詞:まだ到達してないけど、
【和訳】そのとおり。 ええと、日本の株式市場で起こった長い眠り30年、基本的には横ばいの30年の市場はまだ1989年の高値に追いついていないが、日経が3万に達したので近づいている 。
And but now it looks to me that looking through the news also looking through Google search trends also looking at futures positions as well as ETF implied volatility, all this to me looks to me like the japanese market is about to make a big comeback.
So let me give you guys an update on this situation and I'll give you guys my consensus and my view on how I think you can be making money going forward.
【意味】名詞:眠り、動詞:眠る
主語:30 years of markets just going sideways
動詞:still have not caught up
【フレーズ】still not there yet
【意味】名詞:まだ到達してないけど、
【和訳】そのとおり。 ええと、日本の株式市場で起こった長い眠り30年、基本的には横ばいの30年の市場はまだ1989年の高値に追いついていないが、日経が3万に達したので近づいている 。
And but now it looks to me that looking through the news also looking through Google search trends also looking at futures positions as well as ETF implied volatility, all this to me looks to me like the japanese market is about to make a big comeback.
【フレーズ】It looks to me like
【意味】私には...に見える。私には...にしか見えない。私には...のように感じる。
Implied Volatility: インプライド・ボラティリティは、現在のプレミアムから将来の変動率を予測したもの。IV。
So let me give you guys an update on this situation and I'll give you guys my consensus and my view on how I think you can be making money going forward.
【フレーズ】going forward
【意味】今後は、これから。同義の”from now on”を使いがちですが、実は ”from now on” は時にアグレッシブなニュアンスを含んでいて、「これからは彼に質問してよね」とちょっと強い語調に聞こえてしまうことがあります。ビジネスシーンでは、”going forward” がよりフォーマルでスマート。
【意味】今後は、これから。同義の”from now on”を使いがちですが、実は ”from now on” は時にアグレッシブなニュアンスを含んでいて、「これからは彼に質問してよね」とちょっと強い語調に聞こえてしまうことがあります。ビジネスシーンでは、”going forward” がよりフォーマルでスマート。
Those of you new to my channel, my name is Dan, I'm a former wall street guy, former hedge fund guy, please see the below description as to who I am. Would appreciate if you guys subscribe to my channel below and also press the thumbs up button if you enjoyed today's content.
ここまでが前置き、ここからは今日の本題
Today currently right now is february the 20th 6 11 a.m.. This is as Japan time, currently it is New York eastern time february the 19th for 12 p.m the markets just closed.Okay so let's run through this year first off let's go through some news that I read today in cnbc it's pretty rare especially CDBC tends to be sort of a much more domestic focused uh when i say domestic i say us and european western market focused uh investment news media company and it's rare that you suddenly start seeing articles about japan.
特に実際のニュース記事の話になったら全く理解できなくて挫折しました。
今回の動画は、ここで挫折しようと思います。。 "it looks to me that "という表現を獲得したことで満足としたいと思います。
実際のニュースの話になるとさっぱり。。。
英語のスクリプトをディクテーションしながら英文法や英語表現を勉強しようと思いましたが、今回も動画開始1分間を上記のようにディクテーションするだけで20分かかってしまいました。。。特に実際のニュース記事の話になったら全く理解できなくて挫折しました。
今回の動画は、ここで挫折しようと思います。。 "it looks to me that "という表現を獲得したことで満足としたいと思います。
残りのスクリプト
but we saw a great article today published talking about how japan stocks have outperformed europebut investors are still not seeing its
potential according to strategists from
clsa
this is a famous strategist nicholas
smith from clsa he's pretty famous
he was talking about how in japan the
nikkei 225 the benchmark index for japan
has gained more than 10 percent
since the beginning of this year in
comparison the
euro stock 600 has risen about 3.43
percent year-to-date
while the s p 500 is up only 4.2
so year to date among the biggest
markets in the world right now
especially in financial markets
japan is up way more than the western
hemisphere
it's up more than the us it's up more
than europe
and foreigners are starting to wake up
the foreign investment community is
starting to wake up here uh we can see
here that this
big 30 000 level has crossed for the
first time in more than three decades
since 1990 and still we're still seeing
some strategies having this have come
some concerns about the market
overheating
and declines in friday brought the index
below 30 000 again
so again you know we're seeing the index
hover back and forth right now as
people i think are sort of still in
disbelief whether
japan's really made a comeback yet or
not uh so again you know
people are wondering is this for real
the nikkei 225
is it really back our thing is really
different in japan
this long slumber for the nikkei 225 as
we can see from the chart here
has it really made a comeback is it
really going to keep going up here
so let me give you guys my analysis on
what's going on in this situation
as usual guys i'm going to do some chart
stuff i'm going to do some technical
stuff for
so if you're new to all this and if
you're a beginner
or if you just want to review please see
the below description area so you can
review some of the basics the charts
also go to my channel home page and you
can go to the playlist that's for
investing for beginners
review some of those videos and maybe it
might be a better use of your time to
review that first before you listen to
my uh videos sometimes i'll throw out
some weird words from financial lingo
here and there
so right now looking at this chart right
now we see that the nikkei 225 on a
monthly chart basis
it's at 3017 as of the close of february
the 19th now we see here it's the
highest level since
of may of 1999 and yes
that's right 1999 it still hasn't broken
through that high
it's kind of amazing here as almost
every other market in the world is way
higher than that price but
the nikkei still is not so on friday in
the japan market it did slump about 0.72
percent
as well and i think right now there's
still some people around the world still
some foreign investors
are still worried about japan especially
on the corporate governance front here
uh it's still not world class and eleven
percent of companies were listed
subsidiaries of
listed entities and therefore you need
more independent directors
in that kind of market so there's still
a lack of independent directors a lot of
the corporate governance is still doing
sort of everything is
insidely done there's not that much
corporate governance from an outside
perspective
and therefore foreigners still are
worried a little bit on that and
however they're starting to wake up and
we're seeing some signs here
the first and biggest sign that i kind
of saw was actually what i thought
looking at
the futures market and looking at the
positioning wise
we should see here the futures market
according to the nikkei 225 futures
which trades
on the chicago american style exchange
this benchmark index
trades and this futures positioning
market we continue to see a build up
here that's been going on
since basically october of 2020. this
was at a
three-year low and it's continuing to
build up especially in the leveraged
money
position space leverage money usually
means this is individual accounts
personal accounts people leveraging
money
and then also on a separate basis if we
look at asset manager positions
this has been continuing to build off a
base as well here as well
and it's now looking like it wants to
make a comeback this double bottom you
see here and starting to build up higher
this is a great chart indicator to me
almost looking like this is like a
reverse head and shoulders here
their head and then two shoulders say
now that this is going to continue to go
higher
as both asset managers and leverage
money
is starting to go buying more and more
of these japanese futures and
it looks to me like this trend is just
getting started here so in the future
space
things look pretty good now let's also
look at what i kind of noticed
looking at the google trend search now
this is just a google trend search
worldwide for the term search term japan
stocks
and we're seeing here that this is
actually rising now to
one of the highest levels in the last
five years i think you got to ignore
this right here because this is during
the coronavirus crash
anything with the word stock basically
the search volume just jumped because
the market was going through a
big big pullback but if you take that
account
and if you sort of take that out of the
picture and say okay that was a one-time
situation
for the most part here we're seeing this
is that close to five-year high
and it's trending up as in usually the
whole world we're seeing here especially
the english-speaking world as most
people are speaking english
and they type in english words japan
stocks
this search volume is starting to trend
higher and it seems to me
like the foreign market outside of japan
is starting to wake up
and become more interested in the
japanese market especially because
this year-to-date performance in the
nikkei is much higher than your date
performance the nikkei is
like we said before it's ten percent
here ten percent that's much higher than
it is for
the us it's four percent in europe it's
around 3.4
finally last thing that i noticed was
the option space share
options based in japanese stocks
japanese stocks
they trade on a dollar basis during the
us market hours on a
etf called ewj this is the largest
japanese etf that trades during
u.s and european hours now looking at
this etf here
i want to show you guys something
because i thought something interesting
was happening especially in the implied
volatility space
amount of volume is just picking up a
lot in these options here
we're seeing some big option volumes
coming in january
and also february 17th just a few days
ago
now to me this is indicating that the
options market is starting to pick up
options market's starting to pick up is
a great indicator that meaning
liquidity is starting to pick up
liquidity not just in the options market
but when liquidity in the option market
picks up
it usually starts picking up in the
stock market because usually
options are based on stocks and this is
options based on ewj
and of course ewj is a compilation of
the japanese stocks that trade
during u.s hours what's called adr so
basically
there's more and more interest picking
up in the japanese names during us hours
and we can see this in options here
especially as the volume is going up
here which i think is interesting
because it looks to me like probably
people are starting to purchase
a large amount of options meaning that
either by purchasing put options as
hedges
maybe because they've already bought a
lot of stock or they're either
purchasing call options because they
think the market's going to continue to
go higher
either way no matter what it is it's
purchasing of big options
and we're noticing that i think there's
more interest in the japanese market
so let me give you my consensus at the
end here what do i think
you should be doing and how you can be
making money as as usual investment is
self-responsibility so please
make your own decisions at the end of
the day i'm just here on youtube
to give you my opinion based on somebody
who's been investing for a while
and giving you guys some advice but at
the end of the day take this always with
a grain of salt
investing you've got to always make your
own decisions try and get a lot of data
from a lot of different sources
and make your own conclusion at the end
here so now let's go on to
long-term investment and short-term
investment this is the way you divide up
your investments here
i recommend that you have to have
japanese stocks in this green area here
right now we have been on a 12-year bull
run cycle
besides yes we had you know once you
know they had the chronovirus crash we
had
uh the european crash we've had some you
know crashes here and there but still
the market's been sort of going up for
the most part
since basically 2009
and during this time still japanese
markets
it still has not recovered to the highs
of 1989 yet it's the only major market
in the world
so it's still a big laggy market and i
think it's going to play catch up
and i think you need to hold japanese
stocks in this long-term portfolio
especially guys if you are not a
japanese investor or even if you are a
japanese investor
make sure you hold some japanese stocks
in the domestic market too not just the
new york
market not just the u.s market but try
to hold some japanese stocks
just hold some basic etfs here
especially guys you can get great
exposure in some of these big etfs like
1306 here
this is a big etf that tracks the topics
index
this is like the s p 500 in the japanese
market and 1321
this tracks the nikkei again these are
both great to hold and i think you
should hold on to these
for the long term so that you can make
money and you can
also benefit from this japan cycle that
we're going to continue to see because i
think we will break
the 1989 highs it's just a matter of
time
this year or next year thanks guys for
watching my videos hope you enjoyed the
content if you did please
press the like button below subscribe to
my channel as well as forward my channel
link out to any of your friends or
family to make a recommendation i would
really much appreciate your support
thanks guys and have a wonderful day
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