저자: JimRogers · 외국인
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결론: 영상은 특정 자산에 대한 가격 예측을 제시하지 않으며, 좋은 투자자의 자질은 군중에 역행해 스스로 사실을 확인하고 기다릴 줄 아는 능력이라는 원칙론이 중심이다. [좋은 투자자의 자질] 군중과 반대로 생각하는 능력이 핵심이며, 정부나 TV·인터넷의 통념을 그대로 믿지 말고 직접 확인(창밖을 본다는 비유)해야 한다고 강조. 사기 사례로 싱가포르 리오 틴토 사기 사건을 들며, 한 통의 전화로 확인할 수 있었던 것을 수많은 사람이 믿었다고 지적. [역발상 투자의 실천] 많은 사람이 역발상 투자자를 자처하지만 실제 기회(2020년 3월 코로나 폭락 시 매수 등)에서는 대부분 관망했다고 비판. [인내와 장기 보유 전략] 로저스의 방식은 빈번한 매매가 아니라, 확실하다고 판단한 자산을 사서 수년간 기다리는 것. 중간의 상승·하락·공포는 감내해야 한다고 설명. [투자 팁과 정부 조언에 대한 경고] 즉각적인 '핫 팁'을 원하는 사람이 많지만 핫 팁은 빈곤으로 이끈다고 경고. 정부의 투자 조언에 의존하면 파산할 수 있다고 주장. [콜롬비아 메데진 관련 개인 대화] 투자 주제와 무관하게 메데진 부동산 기회, 물가, 기후, 여성 등에 대한 개인적 호감을 언급. 터키는 관심 목록(watch list)에 있다고 언급했으나 구체적 전망은 없음. [출연자 전망 정리] 특정 종목·지수·금리·환율에 대한 1~3개월 방향 예측은 없음. 러시아 투자 기회에 대한 언급은 있으나 방향성 예측이 아닌 가정 발언.
다듬은 글
the rebel capitalist show uh just as kind of a a learning thought experiment i mean you've known some incredible investors uh in your life and you've known that the top guys and gals in the business what would you say the the top three attributes that make up a good investor that uh you know us amateurs looking on could learn from is it is it risk management you know that's what i see all the time or is there something more to it what's your insight there well i don't know that i have the answer i would become a great investor myself if i did i my main thing is the ability to stand against the crowd um or the ability to look at what's happening and say wait a minute that's not the right thing that's not to what that's not reality you know if everybody's saying the sky is blue these guys go over and look out the window to see if the sky is blue and then often they say the sky is not blue and then they act when everybody's shrieking on the tv and on the internet everybody's saying the sky is blue this guy is look some guy is smart enough to go look out the window it's amazing to me how many people if the government says the sky is blue will not even look out the window not even ask i'm going to tell you recently in in singapore there was a guy uh charlatan or crook who was telling the whole world that he had a huge business with rio tinto the gigantic mining company and that he was selling lead to them huge amounts and he raised hundreds of millions of us dollars because of he had this very lucrative business of buying and selling to rio nobody even called up rio tinto to say who is this guy you know this guy are you doing hundreds of millions of all they had to do was make one phone call and they would have found that the whole gang was a fraud i mean he's in jail now as he should be but what is the shock to me it's like i say i mean i'm not the first to know many people have learned that if the government says something enough times everybody believes it and back to the answer to your question is it's the people who have enough sense or curiosity or whatever to go against the crowd or to seek to understand that the crowd cannot be right and that we should do something else yeah everyone likes i've noticed everyone likes to call themselves a contrarian investor until an opportunity comes up where it's very very difficult to pull the trigger and then all of a sudden they're they're saying oh well i'm gonna hold off on this one you know it reminds me of uh when covet really hit the markets in march of 2020 and i mean people thought the world was ending and the contrarian play back then was to step in and buy and uh you know that was the right thing to do but very very few people did all the people that call themselves contrarian investors they were still sitting on the sidelines so it's one thing to say it it's a whole different thing to do it yeah well you ask what about successful investors those are the ones who do it who figure it out and do it and back to the beginning of this conversation i would like to be investing in russia right now cannot can i maybe maybe i'm lucky that i cannot invest in russia but these opportunities come up periodically and everybody is terrified and the government tells you blah blah blah please do not get your investment advice from the government any government certainly not the us government you're going to go broke if you rely on governments for your investment advice yeah look out the window and make up your own minds yeah that's right that's right and be patient yeah that's one thing we'll we'll end on that one of your quotes from jack schweiger he's asking you what your investment strategy was and you said you just wait till there's a big pile of money sitting in the corner and then you just go pick it up and uh he kept pushing you and he said well jim what if you have a view that the market's going to go up you know don't you you try to play that view and i think you told him specifically that that's the quick way to the poor house it is but i mean it's amazing to me that if you know if you're a trader you cannot do it i mean roy newberg i've got some great traders in in the world i'm rodriguez dead now but you know these guys couldn't wait five minutes before they bought this whole mountains so that's not my style myself i have learned is to wait until literally oh look at all that money over there i just have to go over there and get it but you have to wait for those things to happen and then and george as you know then you after you act after you do something you wait for it to play out you don't go jumping in and out all day every day you wait if you buy something that you know is going to work you wait you wait you wait you wait and you if you're right it's going to go up for years this that's my style find something that'll go up for years there'll be ups there'll be downs there'll be panics you'll be scared at times but if you can just do nothing for a long time you know i'm lazy i like investing like this i like just waiting till i find something and then i don't have to do anything yeah i wait until some other change comes along yeah what's incredibly ironic is the amount of discipline required to pick up that money once you see it sitting in the corner it's not that easy it's not yet but you've been waiting and if you've been observing and doing your homework doing your research you will realize ah that's it yeah you know everybody watching this knows a lot about something whether it's cars or fashion or something they they should be successful investors because they just should wait until they see something that's changing dramatically in cars or fashion then they can do research and act yeah but george it's amazing how many people you can have this conversation with and let's say you're nice yummy you're right you're right i'm going to do that now but then they say just give me one hot tip though yeah just one hot tip everybody wants a hot tip everybody wants to be rich this week including me yeah right you know but hot tips will send you to the poor house that's right that's right well maybe we'll we'll wait to give them that hot tip until our next interview we'll we'll keep him hanging there we'll give him a cliffhanger well i look forward to the next time i repeat that i'm in just there you are in medley it's such a great city and i'd i'm not current but it must be great opportunities now i know the property was such a staggering opportunity uh back then and you say it still is going up well it should be it's just amazing and some of those places where the restaurant district and the bar district right now that's right it was just dazzling it was so alive and dynamic and vibrant it was amazing and you know many people in the world will tell you that the colombian women and the venezuelan women are the most beautiful i don't know if they're the most beautiful but there were certainly plenty of nice looking women that hasn't changed that hasn't and the happened for a while would be the home of a beauty contest they were winning beauty contest i mean this was a disaster right now yeah venezuela had some gorgeous women and and the one beauty contest all over the world and the colombians said they did too and they did um the weather the people uh the the food it's uh the cost of living is just uh unbelievably low and it's a three-hour flight from miami there's there's a lot to like can i tell you again i'm envious of you you changed the name of your program too rebel columbia or something yes yeah insider medellin insider well yeah yeah yeah i don't know i it's a it's a really a remark remarkable place and after 50 years of civil war somebody should have an opportunity i'm delighted at you i'm very impressed very very impressed well i'll let you know i'll let you know how it goes and uh and next time we'll talk about turkey as well uh it's another thing it's on our watch list so uh we'll leave that as a cliffhanger for the audience so jim i appreciate your time and enjoy the rest of your day thank you thank you thank you i wish i were there thank you
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