저자: MarcFaber · 외국인
요약 보기
Faber는 트럼프 행정부가 유동성 주입으로 주식시장을 떠받칠 것이고 이는 달러 약세와 변동성 확대로 이어진다고 봄. 실물 수익을 내려면 주식보다 금·은·백금·농산물 같은 원자재가 낫다고 주장. 시가총액/GDP 비율이 1970년 25%에서 약 200%로 상승해 시장 하락이 경제에 큰 영향을 줄 것이라 함. 트럼프의 25% 멕시코·캐나다 관세, 중국 10% 추가 관세는 소비자 물가를 올리고 저소득층에 불리한 역진적 세금이라고 비판. 발언 중 물가 상승 이후 연준의 금리 인하가 어렵다는 의견도 제시.
다듬은 글
in my view will motivate the Trump team who are all rich people not all but most to support the stock market they will trint the money but then the currency will go so we we we will have a lot of volatility and as I said my view is you're not going to make money out of assets markets I mean not meaningful money but I think gold and silver and platinum those other Commodities the food commodities have started to wake up I think we'll keep that purchasing power Mark Faber publisher of the Gloom boom and doom report believes the Trump Administration will support the stock market through liquidity injections potentially weakening the US dollar and increasing volatility He suggests that Commodities like gold silver platinum and agricultural products are better Investments amid economic uncertainty since Trump's inauguration the stock market has been relatively flat with the S&P 500 opening at just under 6,000 although there was initial growth after the election the market faced resistance following the fed's monetary tightening announcement planned for 2025 investor concerns eased leading to new highs by January 23rd additionally China's announcement of the AI platform deep seek caused temporary volatility in the tech sector Faber emphasizes that most people including Wall Street failed to understand inflation fully he categorizes it into two key forms Consumer Price inflation which raises the cost of Essentials like food transportation and insurance and asset inflation which drives up prices of stocks real estate and commodities recent economic data supports his perspective in December US inflation saw its highest increase in 8 months fueled by strong consumer spending on goods and services this persistent inflation suggests that the Federal Reserve will unlikely cut interest rates soon given these factors the performance of precious metals relative to equities remains a critical indicator aggressive price targets for gold and silver will only be attainable if more Capital shifts from us equities into Safe Haven assets as market dynamics evolve closely monitoring the interplay between inflation Federal Reserve policy and investor sentiment will be essential for navigating the financial landscape in 2025 make sure to tune in for our expert analysis don't miss out on future content hit the Subscribe button and turn on notifications to stay in the loop your support is greatly appreciated I never was you know a big conspiracy theories but some of my friends who are very well informed they have argued for the last 20 years that London doesn't have the gold it claims to have you know and that there is a shortage as well as for silver and most likely for platinum as well and we know that in the last 20 30 years the financial markets have grown like this exponentially the global economy has gone like this so the financial markets are much bigger than the global economy nowadays we can measure that but as by measuring the market capitalization as a percent of GDP so when I started to work in 1970 the US stock market capitalization as a percentage of GDP was 25% now it's close to 200% when it was 25% when the stock market went down or up it had no impact on the economy right it had a little impact but not a huge impact now in my view if the markets go down they'll have a huge impact on the economy huge in my view will motivate the Trump team who are all rich people not all but most to support the stock market train money but then the currency will go so we we we will have a lot of volatility and as I said my view is you're not going to make money out of assets markets I mean not meaningful money but I think gold and silver and platinum and those other Commodities the food commodities have started to wake up I think we'll keep that purchasing power basically my view is that Wall Street doesn't want to and the public doesn't understand really what inflation means and what it is is and uh in my view there are two major categories of inflation or the symptoms of inflation inflation is a increase in the quantity of money and of fiscal deficits and so forth but the the principal symptoms are either you have very high Consumer Price inflation in other words the price in your Supermarket goes up or the price of services go go up like if you want to take a train or you pay for a taxi the prices of these things go up a lot or insurance premiums is a typical Consumer Price inflation symptoms or we have other categories like uh asset inflation when stocks go up properties go up and U Commodities go up or or house prices go up and so for so these two major categories we have to treat differently and this is one of the viciousness of inflation that in the system when you print money the money doesn't flow evenly to everybody to the banking sector first and from the banking and insurance sector it flows on into other sectors of the economy you print money and the money doesn't boost the asset prices that you would like to boost in other words the money could go into say coffee or cocoa like in the last two years or precious metals or it went in the past into stocks but as we print money we don't know for sure whether Nidan Tesla will go up because the money could flow into other sectors of the market president Donald Trump has announced new tariffs on imported goods imposing a 25% tariff on most products from Mexico and Canada with Energy Products from Canada facing a reduced 10% tariff and in addition addal 10% tariff on all goods from China according to the White House these tariffs are set to take effect on February 4th and aim to advance us priorities on immigration and drug trafficking however no clear conditions for lifting these tariffs have been provided and with no compromise in sight the US appears determined to move forward at the same time affected Nations seem prepared to retaliate these tariffs introduce considerable uncertainty into economic and market forecasts initially analysts believe that substantial tariffs on Canada and Mexico were unlikely due to their potential negative impact on North American growth however a sharp tariff increase on Chinese Imports ranging from 20% to 50% was anticipated and factored into inflation projections Mark Faber views tariffs as an unfair tax citing 19th century England where tariffs were abolished due to their economic harm he warns that tariffs raise consumer prices disproportionately affecting lower inome Americans let's get back to the interview well I have to give you the background I would have voted for Mr Trump in 2016 and uh I would have voted for him now because both the candidates in the opposition Miss Clinton and now miss Cala Harris in my opinion are horrible people horrible so anything better than these people is let's say an improvement however the problem with Mr Trump is he's an arrogant non knowledge person he takes decision without having thinking through the process of the consequences of his decisions very carefully he's very impulsive and he changes his mind that he's an interventionist sadly sadly he thinks he knows everything better than anyone so the tariffs by and large are a horrible idea horrible idea the Tariff is a tax and it's an unfair tax The Economist in the 19th century already discovered that it's an unfair tax so they removed the tariffs in England which were the Navigation Acts and the corn lows and thousands of import duties on everything I wrote the CES about that that's why I'm interested and I studied under character called hin holler he supplied the academic economic academic background to the value added tax in Germany which was introduced by the Finance Minister airart the book that is not in a good condition because I kept it in a Cellar and my house was flooded wow but this is the Bible about Taxation and I want to tell you in in taxation and this was observed by several economists also in Sweden you have to be very very careful how to handle it because if you impose say a sales tax on someone he may not be the one who pays for it and the Tariff the tax will be on the lower classes in America that I guarantee you everything will become more expensive as a result of tariffs now he may not introduce them because soon he will notice that America may need China more than China needs America yeah didn't China retaliate they may they may not maybe the tariffs doesn't do not interest them very much because what Mr Trump doesn't know or forgets at least half half of exports from China to America are actually American company that make Goods in China so I mean you know if General Motors produces all the parts or Imports all parts and there tariffs on these other parts then of course the car in America will become more expensive Gold's Relentless ascent and Silver's steady resilience paint a compelling picture of the evolving precious metals landscape the demand for these assets remains strong as Global markets navigate shifting economic policies and fluctuating currency values while gold continues to break new ground Silver's historical Trends suggest it may have significant room to rise with both medals at critical junctures the question remains Will silver finally close the gap and reclaim its historic highs or will Gold's momentum continue to dominate investor sentiment share your perspective in the comment section if the video resonates with you join our community by subscribing to our Channel and enabling notifications with the Bell icon thank you for being a part of our community for
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