저자: JimRogers · 외국인
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제임스 로저스는 각국 중앙은행의 통화 증발과 국가부채 급증으로 향후 1~2년 내 큰 혼란, 통화 가치 하락, 파산이 이어질 것이라 경고한다. 영국이 1924년 세계 1위에서 1970년대 IMF 구제까지 간 역사를 근거로 들며, 미국 달러에 대한 위험을 지적한다. 그럼에도 현재 달러를 많이 보유하고 있으며, 달러를 대체할 통화는 아직 찾지 못했다고 말한다. 금과 은을 위기 대비 보험으로 보유 중이며, 지금 산다면 은을 고르겠다고 밝힌다.
다듬은 글
between now and then lot more turmoil lot more currency debasement disasters in currencies debt bankruptcy and usually periods like that we just discussed it what I'm main looking for is where is the safe is there a safe yes I own gold yes I own silver even if the world suddenly goes to some kind of gold or silver standard it'll take a long time it won't happen quickly and in the mean time there'll be chaos and confusion and disaster so My worry is where is it what is it who is it Bank of America's commodity strategist Michael Whitmer recently released a research report stating that gold may be more attractive considering the challenges facing US debt according to data from the committee for a responsible federal budget Trump's tax plan calls for an increase of about $7.5 trillion in new debt while Harris's fiscal plan would require an additional $3.5 trillion in debt veteran investor Jim Rogers predicts that the period ahead will be marked by significant turmoil including currency debasement Rising debt and increasing bankruptcies he shares that while he owns gold and silver any transition to a standard based on these medals would be slow and chaotic reflecting on historical economic shifts Rogers emphasizes that Britain transitioned from Global dominance in 1924 to bankruptcy by the 1970s he voices concern concerns about us debt and warns that the next generation will likely face significant challenges due to potential issues with the dollar over the past 100 years the US federal debt has increased from $394 billion in 1924 to $ 35.46665,-83.92039 discusses his investment strategy revealing that he owns both gold and silver but would currently choose to buy silver he underscores the importance of having these medals available during crisis viewing them as essential safeguards at last week's London bullan Market Association conference delegates projected gold prices to reach $2,941 per ounce within the next year the outlook for silver appears even more optimistic with JP Morgan reporting that conference attendees forecast prices averaging $45 per hour now we present the clips of Jim rogers' think I know that most Central governments most central banks in the world know that if they print money they will look good for a while so I see National debts everywhere skyrocketing everywhere and the only solution that they see to that is to print much more money increase the debts so I see a world it's happened before in where currencies are debased the currencies lose their value people are trying to figure out ways to survive and we haven't even gotten to a war yet because often when going bad somewhere the politicians blame the foreigners whoever the foreigners are it doesn't matter they always say not us we're good solid human beings it's those few horrible foreigners that are causing the problem it always happen that way and I suspect they will again doesn't matter who the farers aring forers they always fcing forers so I World between now and then lot more turmoil lot more currency debasement disasters in currencies debt bankruptcies and usually periods like that have some War am I suggesting any of this is good no I read or no no it's horrible it's stupid it's foolish is it going to it happen it always has well this is H 2024 in 1924 Britain was the richest most powerful country in the world pound sterling was that was all there was in 1924 you well know I'm sure 50 years later Britain was bankrupt literally had bailed out by the IMF now that went from number one with no competitor to bankrupt with the IMF paying their bills can that happen well it has happened before not just to Britain to many other countries and I I get the American dead and I mean maybe I just cannot add but I don't not see any way that my children cannot have huge problems in their lifetime because of the US dollar everybody was always trying to figure out how do we save Britain how do we save the P they Vis went bankrupts Margaret thater came along and supposedly Britain he was elected in 1979 that was the same year that the North Sea oil started flowing into Britain so you give me the largest oil field in the world had and I'll show you very very time and that's what Margaret thater did so I don't know what what's going to say the us we have a lot of oil but not that much not as not comparative to what happened at that day in those days and I mean Washington keeps saying don't worry but I keep adding anding and it makes me worried right they can't add and subtract and probably cannot KN who we keep electing well I hope they keep buying I own gold I hope silver too there was cheaper on his Russia both if I were buying one today I would buy silver not because I'm talking to you but no I plan to sell my gold or my silver I hope my children have it someday history is very clear that when there's a disaster you want to have some gold in the closet you want to have some silver under the bed so I'm I'm an old peasant I got some gold and silver in the closet and under the beds and I hope I'm smart enough to get some more various Market analysts including Jim Rogers note that the US is in a Long period of prosperity but warn that excessive money printing will lead to Future consequences he emphasizes that while it may seem beneficial now someone must ultimately pay the price fundamentally Rogers shares that he owns a lot of US Dollars despite his doubts about this he is actively searching for a competitor to the dollar but hasn't found one except for precious metals according to the CFA Institute Global survey the most common projection from respondents was a transition to a multi-polar currency system while some also believed that a digital currency or a hard currency such as gold could replace the US dollar as the dominant Global Reserve currency moreover 63% of respondents expect the US dollar to lose some of its Reserve currency status within the next 5 to 15 years this figure Rises to 72% among respondents from bricks countries with 84% in India alone anticipating a shift in the Dollar's Global standing cautioning against complacency Jim Rogers warns that wild inflation is inevitable and likely to be severe despite reassurances from Washington he believes this pattern will repeat itself let's get back to the interview I own a lot of US dollars right now and and I you whyde and I own US dollars because when things go wrong people look for what they think is a safe haven at the moment the world thinks the US dollar is a safe haven it's not but they think it is so it it will be for a while now I own a lot of it and your question is what it comes next to compete with the dollar and and I don't have going to answer I hope you do because I look for it every day and so far I've not vowed it in theory it could be the Chinese currency but the Chinese currency is not convertible so you cannot have a world currency that's not even convertible so I don't see one out there I don't see the Euro pulling at all I don't see anybody if you know what's coming next please do not announce it please send me a private email cuz I'm looking every day and I don't see anybody on the horizon that and to repeat if China went convertible today say was still take a while nothing can happen that quickly in people's minds so I don't know what it is and I assure you every day I try to figure it out and have not out what the next competitor to the dollar as you know the world has had a very long in fact in the US the longest prosity without a problem in American history and the politicians like that they think it's fun think they'll get them elected they don't particularly care about you and me they care about getting a that's that's the reason so they have learned to print money it's not just the US many countries been doing it I mean Japanese oh my gosh unbelievable how much they have been burning but everybody's been doing it and history shows Andy history shows me that that event should leads to problems uh great it's great while it's happening but in the end somebody has to pay the price at the moment everybody looks out the Wonder is having a very good time money lots of free money everywhere so everybody think well it is good it's good for the moment it's good for most people for the moment but I repeat that history always shows that a lot of free money leads to problems I don't know when we don't have wild inflation yet history show will come again and when it comes it has to be very back because this is the longest in American history now Washington says don't worry solved all the problems we'll never have problems again the secretary of the trade yell said don't worry you got it under control she's got two fancy Ivy leak degrees well good Andy well maybe I don't maybe this town but it never had has been different and this has always led to problems the bulging debt levels are a wake-up call for developing countries indicating they must avoid overreliance on external support a long-standing idea is that gold provides a safe haven or a hedge against inflation and the potential volatility of other assets prices given these insights how should investors adjust their strategies according to potential Global Currency landscape shifts
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