A Decline Scarier Than War... Betting Is Right Here | Chesley Investment Advisory Executive Director Park Se-ik

[Highlight] A decline scarier than war... betting is right here | Chesley Investment Advisory Executive Director Park Se-ik [Woomae Shinbak / 26.07.30.Thu]
Watch on YouTube ↗  |  July 30, 2026 at 10:00  |  19:48  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik, Executive Director of Chesley Investment Advisory, addresses the sharp 40% decline in the Korean stock market, arguing that earnings have tripled and the KOSPI is deeply undervalued. He recommends full investment at current levels, expects a recovery to 6,500-7,000 by mid-August, and advises patience. He also warns against leveraged products and predicts a fall in US interest rates.

  • KOSPI crashed ~40% from its peak, prompting fear and talk of war-like selling.
  • Park Se-ik calculates fair value at 7,500 based on tripled earnings and calls for a full bet at current levels.
  • He expects a swift recovery to 6,500–7,000 by mid-August, citing historical patterns and smart money re-entry.
  • He cautions against single-stock leveraged products, likening them to casino finance.
  • He argues the 10-year US Treasury yield rise is a gray rhino but will eventually fall as higher rates slow the economy.
  • Overall message: sell cash, buy stocks, let time work, and avoid speculative instruments.
Ideas
Park Se-ik CEO, ex-Chief Strategist 0:55
Buy KOSPI dip, earnings tripled, recover soon.
The KOSPI has fallen 40% from its peak, but earnings tripled year-over-year, making fair value around 7,500. The decline is a massive overreaction. History shows markets always recover, and smart money will return. At current levels a full bet (full allocation) is correct, expecting the index to recover to 6,500–7,000 by mid-August.
^KS11 HIGH
Park Se-ik CEO, ex-Chief Strategist 18:32
Rates will fall, long US Treasuries.
The rise in the 10-year US Treasury yield to 4.7% crushed high-beta stocks, but the Fed and US government can control it. Higher rates will inevitably slow consumption and investment, lower GDP growth, and then rates will fall naturally. Therefore, interest rates will decline, making long-duration bonds attractive.
TLT MED
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This Chesley Investment Advisory (체슬리투자자문) video, published July 30, 2026, features Park Se-ik discussing ^KS11, TLT. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: ^KS11, TLT