저자: JimCramer · 외국인
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2008년 베어스턴스 사태와 2023년 실리콘밸리은행(SVB) 사태를 비교한 영상으로, 크레이머의 과거 발언 클립을 재조명하며 두 사건의 유사성을 강조하는 내용이다. 2008년 3월 크레이머는 베어스턴스 예금자에게 자금을 빼지 말라고 조언했으나, 이후 베어스턴스는 연방준비제도와 JP모건의 구제로 주당 2달러에 인수되는 사태를 맞았다. 당시 주가는 1년 사이 160달러에서 80달러를 거쳐 급락했다. 2023년 3월 SVB 사태에서 크레이머는 은행의 리스크가 작다며 대체로 낙관적 입장을 보였고, 스타트업 대상 특수 대출과 상장 전 증권 노출이 SVB의 특수성이라고 설명했다. 영상 제작자는 SVB 주가가 이미 96% 하락했다고 언급하며 크레이머 발언과 실제 결과의 괴리를 지적한다. 사건 경과로는 미 정부가 SVB 예금을 보호하고 은행을 폐쇄했으며, 옐런 재무장관이 SVB 구제금융은 없다고 밝혔다는 점이 소개된다. 영상은 두 사건 모두 3월 11일 전후에 발생했다는 점을 우연한 유사성으로 짚는다. 이 영상에서 특정 자산의 1~3개월 가격 방향에 대한 명시적 예측은 확인되지 않는다. 크레이머의 발언은 과거 사건에 대한 평가와 당시 시점의 낙관론이다. 출연자 소속과 관련 정보는 제목과 설명란에 기재된 CNBC 클립을 기준으로 판단했다.
다듬은 글
this is dear all Gene Cramer from March 11 2008 on Bearden storms let's watch and I would like to thanks in advance Pauline tick clips for this clip from CNBC I would like to thank polity Clips YouTube channel for that um shout out to him I have taken this CNBC clip from this polity clip Channel thanks let's watch okay experience should I be worried about bear stirs in terms of liquidity and get my money out of there no no no man this Thursday is fine do not take your money if there's one takeaway other than a plus 400 or something Stearns is not in trouble I mean they're more likely to be taken over don't move your money yes right let's not be silly your stance is fine don't take the money from beer stunts six days later okay just so you get a sense of what's causing the agony by this point I know you've been talking about it it's financials led by bear Stearns after what essentially is a bailout from the FED bearstorm Shares are down 90 this morning and it's not just bear pretty much every single bank is plunging an early trade this morning Lehman which is very similar to bear and it's Reliance on fixed income is down nearly 30 percent you have big names like Goldman Sachs down eight percent Citigroup down eight percent so it is paying across the board this morning and as you know it all emanates from uh the well the shock this weekend uh that JP Morgan along with the Fed was going to be bailing out bear Stearns for two dollars a share this is a stock that recently was trading at 80.
last year was trading at 160. it is the fifth biggest bank on Wall Street so guys remember last year 160 then 80 now it is uh two dollars a share been bailed out by JP Morgan and fed BS storms and agio guys have seen the commentary from Gene Kramer that is back in March 11 2008. once again I would like to thanks and shout out to politic Clips a YouTube channel for me getting this clip from him uh of course this is original people from CNBC it is significant in that it is establishing a price for some of these parts now let's see the same famous reaction on Silicon Valley Bank which is on March 10 2023 Kramer's take on Silicon Valley Bank I don't read you this is Henry Blodgett just in the past hour on Twitter he says if the Panic Bank Run puts svb in real Jeopardy and svb can't raise private funds to cover the whole the government will almost certainly bail it out shareholders will get pollacked he called they said but ironically the risk to depositors is actually small what do you think Henry's got a line on it I mean this bank is the bank to startups it's the bank to people who have ill liquid Securities today were unfortunately loaned against so he could be right but we have a smart enough why don't we wait until we see I mean we've got a couple minutes I I've learned enough in my my lifetime that if I have to wait 11 minutes for an answer I'd rather way to London's yeah we have seen that I'll concerned you about this Bank versus what we're seeing across across the board you look at some of the other Regional banks that those stocks have fallen uh quite precipitously do investors know something uh that maybe depositors don't well a lot of these banks have uh some commercial real estate exposure a lot of them they have their own duration on the portfolios meaning that they're really much more sensitive than to these rate hikes and the FED moves so quickly uh Silicon Valley Bank is unique because they were always willing to lend guys remember this time is different Silicon Valley Bank is unique against Securities that haven't come public yet so you can even call them you know pre-ipo no one had that exposure so uh they are unique uh true nobody has that exposure that's why we are in a situation where we are just like Silver Gate was unique with crypto right remember guys in the last video clip we have seen bastards was down 90 160 to some 80 then to two dollar something like that in this clip Silicon Valley bag is already down 96 percent but we have heard the commentary and opinion of Gene Kramer again the same CNBC and it self explains I don't need to comment on that but I do think that you're big enough to be more like what our cashen said it does feel like 10 square maybe uh hoping to be contained before it gets cut no no right uh right and see let's see what is the current status of Silicon Valley Bank U.S government steps in and saves people with funds deposit at svb you will be able to access their money they officially fed and U.S government has shut down the sdv as of Friday Regulators approved plan Sunday to backstop will unwind Silicon Valley Bank and Signature Bank Federal Reserve step facility so let's see creating a new bank a joint statement uh treasury okay maybe not this one let's see let's see let's see the complete proof okay guys give me one minute uh okay okay that was uh Janet aliens article in CNBC I am trying to find out what did Janet Yellen said and that is official okay give me one minute cln okay see officially Silicon Valley Bank has fallen okay treasury secretary Janet Yellen says U.S government won't pay allowed Silicon Valley Bank it is officially fallen so would not bail out the reforms has come so we have watched famous clip back from 2008 thanks once again third or fourth time I am giving shout out to these polity clips regarding Jim Kramer's Beard's term from CNBC and once again thanks CNBC television for March 10 2023 guys I have noticed one thing what is this March 11 2008 oh my God I did not realize until now March 11 2008 once again this is March 10 2023.
I don't know that is March uh kind of deja vu and we have seen what is the consequence so that's that's it guys for this video uh this video self explains I have shown the clip and the article both the clips see you guys in the next one bye peace
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