Chapter 39: Ambition (Collect!)
At this time, Su Fang walked over and patted Qi Zheng's shoulder, "Little brother, you are very happy, if it weren't for the inappropriate scene, I would definitely invite you to drink freely." ”
Qi Zheng stretched out his hand, "Praise it! Qi Zheng, give me a lot of advice." ”
Su Fang smiled and shook hands with Qi Zheng, "My name is Su Fang, Xiao Wei shouldn't have mentioned me to you, right?" After speaking, he squeezed his eyes at Tian Yuwei next to him.
"You know?" Qi Zheng was surprised.
Tian Yuwei smiled lightly, "Brother Su and I should be half a fellow countryman, I haven't met Brother Su for a while." Brother Su, this is my boyfriend. ”
Qi Zheng suddenly, it seems that Tianmu's hometown is in Zhejiang Province, so it is no wonder that he is half a fellow countryman.
Su Fang laughed heartily and gave Tian Yuwei a thumbs up, "Xiao Wei, your vision is as good as ever, this boyfriend is a good choice." ”
Qi Zheng also laughed, he liked Su Fang's personality, he had something to say, and he was generous and hearty.
There were too many people on the scene, and it was inconvenient to speak. So the three of them found another quiet rest area.
Everyone sat down, Su Fang took out a cigarette, Qi Zheng waved his hand, he looked at Tian Yuwei on the side, put the cigarette back, and said, "In fact, there are not many people in the club who have similar views to Zhao Qidong, hey, everyone looks at the moon abroad is rounder than the domestic one, and runs abroad, what you say today, if it spreads, I don't know how many people will change their minds because of this." ”
Qi Zheng was noncommittal, he felt that his words were not so magical, and those who ran out with one heart and mind would not be easily moved by his words and retreat, but those who had their hearts towards the motherland might be more determined because of this.
Tian Yuwei blinked and said playfully: "In this case, Brother Su, I am not interested in joining the club." ”
Su Fang was stunned for a moment, waved his hand and said: "There are many interesting people among them, of course, there are really few people like your boyfriend who are so interesting." ”
Qi Zheng was embarrassed to be praised, and changed the topic, "Brother Su, I noticed that you were chatting with that Zhao Qidong just now, what's the matter, you want to return to China for development?"
Su Fang sighed with emotion when he heard this, "There is a meaning in this regard." I was fortunate to attend the annual meeting of the National Chinese Financial Association this year, where I could truly feel that the Chinese financial circle in the United States is growing day by day, but behind this hustle and bustle, many Wall Street elites have their own hesitations and troubles. ”
"On the one hand, the career path of the Chinese in the American financial circle is easy to encounter bottlenecks, the road is getting narrower and narrower, and the future road can be seen at a glance. ”
On the other hand, seeing the rise of a new wave of the Internet, as well as the vigorous development of various industries such as the domestic economy, finance, and the Internet in recent years, and the emergence of a large number of opportunities, imagine how such a group of smart people are willing to let the opportunities slip away in front of their eyes? ”
At present, it is the period of the collapse of the Internet economic bubble, and the stock prices of listed Internet companies have fallen continuously, causing the emerging Internet industry to suffer a major blow.
Although the bursting of the dot-com bubble has dealt a serious blow to investor confidence, the internet age has inevitably arrived and will affect every aspect of people's lives, as the Wall Street elite can see.
Moreover, the bursting of the dot-com bubble caused a recession for only a few months, and the policies of the United States to deal with the crisis this time can be described as well-coordinated internally and externally. On the one hand, sending troops to Afghanistan and Iraq to wage war has diverted the focus of the crisis and reduced the pressure on those in power, and on the other hand, the Federal Reserve, led by Alan Greenspan, has created unprecedented liquidity by wielding the magic wand of capital.
The continuous interest rate cuts are accompanied by the continuous innovation of various financial derivatives in the United States, which has greatly stimulated the development of the real estate industry and credit consumption, and the resulting wealth effect has greatly promoted economic growth.
Of course, too many interest rate cuts, low interest rates stimulated mortgages and excessive consumption, caused the housing bubble to swell, which triggered the subprime mortgage crisis of '08 and planted more hidden dangers for the world, that is another story.
Qi Zheng continued: "There is no doubt that the Chinese on Wall Street are extremely smart people, but it is still very difficult to create a world in the financial industry in the United States. ”
Su Fang smiled wryly, "Who says it's not? However, Wall Street currently has a great demand for talents in quantitative investment, and many people who have obtained PhDs in mathematics, physics, chemistry and other science and engineering majors in the United States have become talents pursued by Wall Street." ”
"I originally planned to save two years of experience in the United States first, and I still hope to return to China in the future. But after listening to your words, my generation should be tree planters, and I would like to go back to China right away. ”
Qi Zheng didn't expect that he might change the trajectory of Su Fang's life. If he doesn't follow the original track, will he be able to reach the heights of his previous life in the future?
Qi Zheng didn't know, and he didn't want reality to confirm it.
"Actually, I don't recommend that Brother Su return to China now for development. ”
"Oh? Su Fang looked at Qi Zheng curiously. Qi Zheng has just criticized the idea of admiring foreign countries, and it is impossible to slap himself in the face so quickly. He wanted to hear what the little brother had to say.
"Brother Su, finance is no better than others, and the shackles of the environment are too obvious. What is the current situation in China, the functions of various systems in the financial system are not clear and perfect, the division of labor is not clear enough, and emerging financial industries such as futures have just started. ”
"The relaxation and blankness of supervision and the imperfection of rules make domestic financial institutions often develop savagely. When you go back with such a talent, it's like killing chickens with a knife. In the end, it would be a pity that either you hit your head in the face of barbarism, or you were assimilated by barbarism. ”
At present, in the domestic capital market, who is the most beautiful?
This financial behemoth, which will collapse in the future, is taking advantage of the gaps in regulation and the weakness of human nature to grow wildly, but it is precisely because of this that the legend finally leads to a tragedy.
The success of the Delong system was once a miracle talked about by the academic community, and the subsequent failure aroused many reflections among scholars, and Qi Zheng didn't want Su Fang to end up in such a embarrassing end.
"What's more, no matter how bad the meat is, it will rot in your own pot, and if you grab food with your own family, how can you make money from foreigners outside!" Qi Zheng raised his eyebrows slightly and said arrogantly.
When Su Fang heard this, he smiled and nodded at Qi Zheng and said, "I heard it, there is something in the words." It seems that you have come prepared. ”
Tian Yuwei sneered on the side: "Brother Su, this is your topic, I didn't participate, don't rely on me." ”
Qi Zheng showed a very harmless and pure smile, "Then I'll just say it bluntly, I intend to establish an investment fund in the United States, and I want Brother Su to help, and I don't know if Brother Su can give me this opportunity?"
Su Fang looked at Qi Zheng, and then said with a smile: "I heard Xiao Wei introduce you, Xiao Qi, you are engaged in agricultural development in China? How could you think of building an investment fund in the United States? ”
Qi Zheng shook his head, and asked instead of answering: "Brother Su, how much do you know about the four major international grain merchants?"
Su Fang was stunned for a moment, "The four major grain merchants of ABCD who master global grain distribution?"
Qi Zheng nodded, "Since Brother Su knows them, he should also know what the secret of making money as an international commodity oligarch is really there." ”
Su Fang's expression was obviously shocked, and his eyes were staring at Qi Zheng, "You really dare to think about it, your ambition is not small!"
Qi Zheng shrugged and acquiesced.
Communicating with smart people is to save trouble, it is obvious that Su Fang can keep up with Qi Zheng's train of thought, and he also understands Qi Zheng's true intentions.
The secret of the real money made by the four major international commodity oligarchs of ABCD lies in the fact that they have created an "integrated supply chain model of futures and spots" for bulk commodities!
What is the "futures and spot integrated supply chain model"?
Take Louis Dreyfus Company, one of the four major grain merchants, as an example.
On the spot side, through acquisitions, mergers, reorganizations and other modes, the production, warehousing, ports, logistics and other physical supply chains are in hand, reducing the operating costs of the supply chain, and grasping the first-hand information of market demand;
On the futures side, make full use of leveraged financing, hedging, arbitrage and other trading methods to avoid risks and earn reasonable price differences;
Compare and analyze the data obtained from the spot side and the futures side, explore their respective opportunities, and convert or adjust the spot and futures at any time.
By doing so, most of the international giants can make a profit, and some can even make a lot of money, regardless of the ups and downs of the market.
The integrated supply chain model of futures and spot combines the three streams of the supply chain - physical logistics, information flow and capital flow. By controlling the third-rate, the four major grain merchants of ABCD have firmly controlled the pricing power in their own hands.
On this basis, they continue to expand their territory, copying the "futures and spot integrated supply chain" model to new food categories, and even jumping out of the food industry and switching to the energy industry. As long as they have a good grasp of the supply chain of bulk commodities, they can turn the clouds and rain like this and be invincible.
Qi Zheng obviously wants to follow them to establish his own "integrated supply chain of futures and spots", which means that he is benchmarking himself against the four major grain merchants, so Su Fang will say that he is ambitious.
"Now that we've stepped into this industry, why don't we aim for the top of the industry?" Qi Zheng is not humble, "We are sitting on the world's largest emerging market, and we should have corresponding commodity giants, but not many people in China are paying attention to their integrated supply chain model of futures and spots." ”
"It's not that we don't want to do it or can't do it. In the final analysis, it is necessary to get out of your comfort zone, actively participate in the international fight, and live to the end in order to occupy a place at the top of the industry. I am young and not afraid of failure, so I will be the first to walk out of this journey, and no matter whether I succeed or fail, I can provide experience for those who come after me. ”
Su Fang's face was complicated, and he said with some sighs: "Come out? Many people in China will also think that there are few things that can really be done." This is the hardest path to take. ”
"No matter how hard it is, someone has to go. Qi Zheng's eyes were firm, staring at Su Fang and saying, "If I give you 100 million, what step can you do?"
Looking at Su Fang, who was in a daze without reacting, Qi Zheng continued, "Three years ago, Bertolsheim of Silicon Valley SUN wrote a check for 200,000 yuan and told two young people at Google, I don't understand what you are saying, but give you 200,000 first, and you tell me what you are doing after half a year." I think my sentence is more classic than Bertolsheim. ”
"100 million yuan?" Su Fang looked at Qi Zheng with a staggering expression, are the young people so fierce now? When did the domestic unit of measurement be calculated in billions?
That's more than 10 million US dollars, which is definitely a lot of money for China. If it's true, it's not impossible to consider helping Xiao Wei's little boyfriend.
Qi Zheng smiled slightly, "In the realm of Lao Mei, of course, the unit of interest is the dollar." ”
"100 million US dollars?" Su Fang was shocked,, could it be that this kid in front of me is from some hidden wealthy family in China?
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