Name: 「ウォーレン・バフェット最後の警告「ほとんどの人は何が起こるかわからない ("Most People Have No Idea What Is Coming" – Warren Buffett's Last WARNING)
Uploaded: 2025-08-12T18:23:17.000Z
Duration: 9 min 39 s
Description: VoiceTubeの動画で発音を聞きながら英語表現を覚えよう！学べる英語：

The entire stock market is crushing and there is one guy who is not surprised at all.

株式市場全体が大暴落しているのに、まったく驚いていない男がいる。

This guy was preparing for a stock market disaster for the last 2 years.

この男はこの2年間、株式市場の大惨事に備えていた。

程度の副詞

And he wasn't just preparing with words, he was massively selling every stock he has in his portfolio.

そして、彼は言葉で準備するだけでなく、ポートフォリオにあるすべての株を大量に売却した。

If you look at Warren Buffett, the entire 2024, he spent the entire year literally just selling as much stocks as he can possibly do.

ウォーレン・バフェットを見てみると、2024年の1年間、彼は文字通り、できる限りの株を売ることに費やした。

And he was one of the largest holders in Apple.

そして彼はアップルの大株主の一人だった。

And Apple stock was at the top, the valuation of Apple reached like 3.6 or 3.7 trillion dollars back at the peak of 2024.

アップル株の評価額は、2024年のピーク時には3.6兆ドルか3.7兆ドルに達していた。

And he was like selling billions of dollars.

そして彼は何十億ドルも売りさばいていた。

Just last year, he sold like 75 billion dollars just worth of Apple stocks.

昨年、彼は750億ドル相当のアップル株を売却した。

And people thought that the guy is simply getting old and that's why he is just trying to sell as much as possible, he is just preparing himself for a retirement.

そして人々は、あの男は単に年を取っただけで、だからできるだけ売ろうとしているだけで、引退の準備をしているだけだと考えた。

But everybody was wrong because he was preparing the entire Berkshire Hathaway for a financial disaster.

しかし、彼はバークシャー・ハサウェイ全体が財政危機に陥ることを覚悟していたのだから、誰もが間違っていた。

And I made a video about his annual letter to the shareholders and he said that he is worried about the United States, he is worried about the debt, he is worried about the political landscape of the United States.

そして、私は彼の株主への年次書簡についてのビデオを作ったが、彼は米国を心配しており、債務を心配しており、米国の政治状況を心配していると言った。

As if the entire world was making money in the stock market and nobody could actually just stop for a moment and just look far into the future.

まるで、世界中が株式市場で儲けていて、誰もちょっと立ち止まって遠い未来を見ることができないかのように。

And when you look at Apple stock right now that has crashed by 27 percent, remember all this time, Warren Buffett spent simply selling as much as possible, so basically he saved himself dozens of billions of dollars.

アップル株が27％も暴落しているのを見ると、ウォーレン・バフェットがこの間、可能な限りの売却に費やしていたことを思い出すだろう。

If he could actually wait it until this year and he started selling, he wouldn't make as much money as he did last year.

もし彼が今年まで待つことができ、売れ始めたとしても、昨年ほどは稼げないだろう。

Isn't it genius that he predicted that Trump is going to win the presidency and then he predicted that Trump is going to start a trade war and then he predicted that he is going to start massive tariffs against the rest of the world that are going to cause massive stock market crash just like its happening right now.

トランプが大統領に勝つと予言し、トランプが貿易戦争を始めると予言し、今起きているような大規模な株式市場の暴落を引き起こすような大規模な関税を世界にかけると予言したのは天才的ではないだろうか。

And the stock market crash that's happening right now is just the beginning, imagine what's coming in the next couple of weeks or maybe in the next couple of years.

そして、今起きている株式市場の暴落はほんの始まりに過ぎず、数週間後、あるいは数年後に何が起こるか想像してみてほしい。

Because Trump wants to reshape the entire global world order, especially the trade order and that could mean that a lot of these companies are going to lose billions of dollars and Apple, where he was one of the largest investors in that company, now has to reshape its entire business model and start manufacturing their iPhones in the United States in order to avoid the 34 percent tariff that Trump has imposed on everything that comes from China.

トランプは世界の秩序全体、特に貿易秩序を再構築しようとしており、それは多くの企業が何十億ドルもの損失を被ることを意味する。

Like iPhones, 90 percent of all iPhones right now are being manufactured in China and their prices are going to significantly rise in the United States.

iPhoneもそうだが、現在、iPhoneの90％は中国で製造されており、アメリカでは価格が大幅に上昇する。

And these are not just iPhones, these are the Macbooks, these are the iPads or anything that Apple basically manufactures.

これらはiPhoneだけでなく、MacbookやiPadなど、アップルが基本的に製造しているものすべてである。

He also massively sold a lot of Bank of America stocks, and that's insane because he was selling right here and right now the stock is down by like 20 percent, probably more than that and you can clearly see that.

彼はまた、バンク・オブ・アメリカの株を大量に売った。彼がここで売ったのだから正気の沙汰ではない。

Maybe by the end of the year, the Bank of America and Apple, both of them will end up losing at least half of their value and Apple will go to 2 trillion dollar valuation, imagine from 3.7 trillion dollars to 2 trillion dollars and you are perfectly timing the market.

おそらく年末までには、バンク・オブ・アメリカとアップル、その両方が少なくともその価値の半分を失い、アップルは2兆ドルの評価額になるだろう。

And that's how genius Warren Buffet is, because his investing strategy isn't based on reacting to market events, but his business strategy or investing strategy is to master the fundamentals and take what's happening around the stock market and make an analysis that is much farther than the immature investors are actually doing.

ウォーレン・バフェットがいかに天才であるかということだ。彼の投資戦略は、市場の出来事に反応することに基づいているのではなく、彼のビジネス戦略や投資戦略は、ファンダメンタルズをマスターし、株式市場周辺で起きていることを取り上げ、未熟な投資家が実際に行っていることよりもはるかに遠い分析を行うことにある。

So he was preparing for 2025 back in 2024, just like when he was preparing for the 2008 financial crisis.

つまり、2008年の金融危機に備えたのと同じように、彼は2024年に2025年に備えていたのだ。

And back then, he was when the crisis hit, he was like with billions of dollars and he started buying all of these companies at penis.

そして当時、彼は危機が訪れたとき、何十億ドルも持っていて、ペニスでこれらの会社を買いあさったんだ。

And right now, Warren Buffet is sitting on 324 billion dollars worth of cash.

そして今、ウォーレン・バフェットは3240億ドル相当の現金を手にしている。

Nobody has as much cash as Warren Buffet.

ウォーレン・バフェットほど現金を持っている人はいない。

And if things continue the way that Trump is actually keeping them, Apple is literally going to hit the rock bottom.

そして、トランプが実際に維持しているような状況が続けば、アップルは文字通りどん底に突き落とされるだろう。

Apple is literally going to go to 2 trillion dollars, 1.5 trillion dollars.

アップルは文字通り2兆ドル、1.5兆ドルを目指す。

And that's when Warren Buffet literally jump in and buy Apple stocks massively and make again billions of dollars.

そしてその時、ウォーレン・バフェットは文字通りアップル株を大量に買い込み、再び数十億ドルを稼いだのだ。

He is going to buy Apple stocks in 2025 or in 2026, depends on when this madness is going to end, as if you are buying Apple stocks back in 2014, back in 2015, when Apple was just skyrocketing and becoming the most valuable company in the world.

彼は2025年か2026年にアップル株を買うつもりだ。この狂気がいつ終わるかは人それぞれだが、まるでアップルが急騰して世界で最も価値のある企業になった2014年、2015年にアップル株を買っているかのようだ。

And what's insane is that he took all of that money and he bought a lot of treasury bills.

狂気の沙汰としか言いようがないのは、彼がその資金をすべて持ち出し、国庫短期証券を大量に購入したことだ。

Treasury bills are government bonds, and he focused on buying 6-month government bonds.

財務省証券は国債であり、彼は6ヶ月物国債の購入に重点を置いた。

So you took all of that money, you buy government bonds that pay your interest rate.

つまり、その資金をすべて使って、金利を支払う国債を購入したわけだ。

But the yields of government bonds have gone from around 5.5% back when Warren Buffet was buying them to around 4.1%.

しかし、国債の利回りは、ウォーレン・バフェットが国債を買っていた頃の5.5％程度から、4.1％程度にまで低下している。

And the reason behind it is that because of the market crash right now, a lot of investors pulling out their money from the stock market and investing it in the safe havens.

その背景には、市場の暴落により、多くの投資家が株式市場から資金を引き上げ、安全な場所に投資していることがある。

But since the demand for treasury bills are rising dramatically, as obviously the yields are going to go down, and nobody is going to get as much returns as Warren Buffet.

しかし、国庫短期証券の需要が劇的に高まっている以上、利回りが下がるのは明らかであり、ウォーレン・バフェットほどのリターンを得る人はいないだろう。

Because Warren Buffet was buying those treasury bills when no one is actually buying them, and that's when the yields were much higher, that's when the yields were around 5.5%.

ウォーレン・バフェットが国庫短期証券を買っていたのは、実際には誰も国庫短期証券を買っていない時で、利回りがもっと高かった時だ。

Right now, the yields are significantly lower than that.

今のところ、利回りはそれよりもかなり低い。

This is the warning that Warren Buffet gave everybody last year.

これは昨年、ウォーレン・バフェットが皆に与えた警告だ。

He literally just hinted slightly on it, but most investors did not take it seriously.

彼は文字通り、そのことをわずかにほのめかしただけだったが、ほとんどの投資家は真剣に受け止めなかった。

And that's the problem with most investors.

そして、それがほとんどの投資家の問題なのだ。

Everybody is greedy, everybody is trying to make as much money as possible right now, and nobody is actually thinking about the next opportunity.

誰もが貪欲で、誰もが今できるだけ多くのお金を稼ごうとしている。

And it's really insane that the guy is almost 100 years old and he's still thinking long term and he's still thinking to take advantage out of the next crisis instead of making as much money as possible today.

それに、あの男がもうすぐ100歳になるのに、いまだに長期的な視野に立ち、今日できるだけ多くの金を稼ぐのではなく、次の危機から利益を得ようと考えているなんて、本当に正気の沙汰とは思えない。

And that's the investing strategy that you have to change in yourself.

そしてそれが、あなた自身が変えなければならない投資戦略なのだ。

That's the mentality that you should have in the market.

それが市場で持つべきメンタリティだ。

Because everybody jumps into the market, and I want to make as much money as possible right now, today, when the market is growing.

なぜなら、誰もがマーケットに飛び込むからだ。マーケットが成長している今、今日、できるだけ多くのお金を稼ぎたい。

And then the market is crushes, and everybody panics, and everybody starts selling their  And at the end of the day, 90% of all stock market investors are losing money, while the top 10% gets richer, while everybody else gets poorer.

そして市場は大暴落し、誰もがパニックに陥り、自分の持ち株を売り始める。結局、株式市場の投資家の90％が損失を出し、上位10％が金持ちになり、それ以外の人は貧乏になる。

You are maybe 20, 30, 40 years old, and you are not as patient as Warren Buffet who is almost 100 years old.

20歳、30歳、40歳のあなたは、100歳近いウォーレン・バフェットほど忍耐強くはない。

Maybe this is the time to actually appreciate his patience, appreciate his long-term strategy and start acting the same way.

今こそ、彼の忍耐に感謝し、長期的な戦略に感謝し、同じように行動し始める時なのかもしれない。

He even hinted at the fact that the stability of the dollar is in danger, and when the stability of the dollar is in danger, the entire economy of the United States is in danger.

ドルの安定が危うくなれば、アメリカ経済全体が危うくなる。

However, the dollar is not going to crash overnight, if anything is going to happen to the dollar, any kind of devaluation is going to happen, it's going to take years if not decades.

しかし、ドルが一夜にして暴落することはないだろう。ドルに何かが起こるとすれば、何らかの切り下げが起こるとすれば、何十年とは言わないまでも、何年もかかるだろう。

Now while everybody is massively going to sell their stocks, Warren Buffet is going to take his $324 billion worth of cash and he will start massively buying stocks.

みんなが株を大量に売る一方で、ウォーレン・バフェットは3240億ドル相当の現金を持って、株を大量に買い始めるだろう。

And these stocks, a year from now, two years from now, are going to shoot to the roof, and Warren Buffet's net worth is going to go to what, $200 billion, $300 billion, and he certainly yet again is going to become one of the richest people in the world.

そしてこれらの株は1年後、2年後、一気に高騰し、ウォーレン・バフェットの純資産は2000億ドル、3000億ドルとなり、彼は再び世界で最も裕福な人物の一人となる。

And that's the mentality that you actually should have in your mind, that is how you actually make money in the stock market, when you are patient, when you master the fundamentals, when you master the investing strategy, and you are not rushing.

忍耐強く、ファンダメンタルズをマスターし、投資戦略をマスターし、急がない。

And this is right now, is probably one of the greatest opportunities for anybody to take investing seriously, because we don't know how far or how long this crisis is going to last.

この危機がどこまで、あるいはいつまで続くかわからないからだ。

If you look at what JP Morgan says, if you look at what every other economist expects, the United States is about to hit a recession, and just recently, the chairman of the fed made it clear that the United States expects massive inflation because of those tariffs.

JPモルガンが言うように、他のエコノミストが予想するように、米国は景気後退に突入し、つい最近もFRB議長が、関税のせいで米国は大規模なインフレに見舞われると明言した。

The Federal Reserve did not expect what Trump is about to do, and Trump launched the greatest trade war and is going to shoot prices to the roof.

連邦準備制度理事会（FRB）は、トランプがやろうとしていることを予期していなかった。トランプは最大の貿易戦争を仕掛け、物価を暴騰させようとしている。

The current stock market crash isn't going to stop instantly, because now companies have to diversify their entire business models, they have to not simply just get out of China just like they did back during the first Trump presidency when he started the trade war, they cannot possibly simply shift or move their manufacturing to another country, they have to move it back to the United States, or they have to rebuild their entire business models.

現在の株式市場の暴落は即座には止まらない。なぜなら、企業はビジネスモデル全体を多様化させなければならないからだ。トランプが貿易戦争を始めた最初の大統領時代のように、単に中国から撤退するだけでなく、製造拠点を他国に移すことはできない。

I am not sure how exactly that's going to be, one way maybe it's going to be that Apple is going to produce the iPhones for the United States in the United States, but for the rest of the world, they are going to manufacture iPhones keep in China, because that is where you can actually minimize or lower down your costs as much as possible.

具体的にどうなるかはわかりませんが、ひとつの方法として、アップルはアメリカ向けのiPhoneをアメリカで生産し、それ以外の国向けのiPhoneは中国で生産することになるかもしれません。

If you bring back the entire manufacturing of iPhone to the United States, and then you ship it from the United States to the rest of the world, it doesn't make sense, and if you look at the sales of Apple, 50% of it actually comes from the rest of the world and not the United States, so it makes sense to change your entire business model where what you sell in the US will be built in the US, while everything else will be built outside the United States.

アップルの売上高を見ると、その50％はアメリカではなく、世界の他の地域からもたらされている。

And that might be the strategy that every company is going to follow, but I am sure that different companies are going to be very creative with their manufacturing, with the way they deal with their businesses, and some of these companies will come out extremely victorious and their stock prices are going to shoot to the roof, so make sure that you do not miss this opportunity.

どの企業もそのような戦略を取るかもしれないが、さまざまな企業が製造やビジネスへの取り組み方において非常にクリエイティブになることは間違いない。

This is the opportunity that Warren Buffett was waiting and he is going to make a ton of money out of it.

これはウォーレン・バフェットが待ち望んでいたチャンスであり、彼はこれで大儲けするつもりだ。

That's it for today, thanks for watching and I will see you in the next one.

今日はここまで。見てくれてありがとう、また次回。