Name: Global Big-Hand Investors Sell US Treasuries and Buy Stocks | Chesley Investment Advisory Executive Director Park Se-ik [Womae Shinbak / 26.09.09.Wed]
Uploaded: 2026-09-09T06:57:06+00:00
Duration: 3882 s

Speakers

Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik reviews market news and adds his own investment views. He favors beaten-down Korean equities, Korean power equipment and nuclear sectors, gold/bitcoin and core assets on a debasement trade, and US equities over US Treasuries as global big-hand investors shift allocations. He also discusses GLP-1 drug safety and Korea's GNI outlook without actionable trade calls.

Korea's per-capita GNI may surpass $40,000 this year on semiconductor exports and won strength.
Korean power equipment names are recovering as record orders and US grid demand ease valuation concerns.
A study raises psychiatric and gastrointestinal safety questions about GLP-1 obesity drugs.
Gold and bitcoin are rising together as a debasement trade amid US fiscal debt worries.
Korean nuclear power is framed as a second semiconductor export engine tied to US investment and Westinghouse talks.
Global investors are cutting US Treasury allocations and raising US stock holdings to records.

Ideas

Park Se-ik CEO, ex-Chief Strategist 9:34

Buy beaten-down Korean equities for recovery

Park Se-ik argues that many Korean stocks outside Samsung Electronics and SK Hynix have been crushed 30-50% even as the semiconductor leaders rose; he compares them to undervalued Seoul apartments and expects them to recover within one year, saying investors should buy fallen blue chips rather than stop-loss.

Park Se-ik CEO, ex-Chief Strategist 24:57

Power equipment stocks rebound on order strength

The power equipment complex has regained attention after a sharp fall because major Korean names reported record second-quarter earnings and new orders, raised full-year order guidance, and saw valuations de-rate; US data-center/grid investment and US restrictions on foreign power equipment are extra tailwinds, with Hyosung Heavy named top pick for its substation package capability.

Park Se-ik CEO, ex-Chief Strategist 44:53

Debasement favors gold, bitcoin, core assets

Park Se-ik interprets the simultaneous rise in gold and bitcoin as a debasement trade: high US government debt and doubts about sustaining high real rates are expected to erode fiat dollar value, so supply-limited assets and core blue-chip equities attract asset-owner money first.

Park Se-ik CEO, ex-Chief Strategist 54:34

Korean nuclear sector gains from US investment

Korean nuclear power stocks are rallying on US investment/MOU expectations and a possible government purchase of Westinghouse shares, which could ease US market access; Korea has the full value chain from fuel rods to EPC construction and a supplier ecosystem, making K-nuclear a potential second semiconductor export growth engine, though analysts advise selectivity based on actual order visibility.

Park Se-ik CEO, ex-Chief Strategist 60:39

Sell Treasuries, buy US equities

Park Se-ik notes global big-hand investors are cutting US Treasury exposure—Norway considering reducing its US Treasury weight from 34.1% to 21.9% and China reducing holdings—while foreign US stock holdings hit records; he concludes that if inflation/debasement continues, investors should avoid bonds and own stocks.

Park Se-ik CEO, ex-Chief Strategist 60:39

Sell Treasuries, buy US equities

This Chesley Investment Advisory (체슬리투자자문) video, published September 09, 2026, features Park Se-ik discussing Korean equities, 267260.KS, 298040.KS, 010120.KS, BTC, GLD, Blue-chip equities, Korean nuclear power sector, SPY, TLT. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik · Tickers: Korean equities, 267260.KS, 298040.KS, 010120.KS, BTC, GLD, Blue-chip equities, Korean nuclear power sector, SPY, TLT

Global Big-Hand Investors Sell US Treasuries and Buy Stocks | Chesley Investment Advisory Executive Director Park Se-ik

Summary

Ideas

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