저자: MarcFaber/채널진행자미상 · 외국인
요약 보기
Faber: 통화팽창과 인플레이션이 실물자산(금·은·원자재)에 유리하며 장기 원자재 강세장 전망, 장기적으로 금리 상승 경향, 극단적 위기 시 금화·은화가 결제수단이 될 수 있다. 진행자: 금·은 강세장 2단계 진입 주장, 특정 폴란드 은광주(40Moz/년 생산) 저평가 언급, 금/은 강세 후 실물 전환 전략 제시, 다우/금 비율 과거 폭락 사례로 주식 대비 금 우위 주장, 스택플레이션 시나리오(금 13,600, 은 350 등), 연말 계절성 언급. 채널 자체 리포트·금 거래 플랫폼 홍보 포함.
다듬은 글
Hello, welcome to the 1000 Becker Report on the topic of Mark Farber. Future crises can no longer be solved by creating money. Gold and silver coins could immediately serve as means of payment again. Disclaimer. Yes, there is an interview with Mark Farber. I will link to the original . Um, so the main focus of the discussion is monetary policy, inflation, commodities, gold and the long-term development of the financial system.
Farber's central thesis is that since the 1970s, the strong expansion of the money supply has primarily benefited wealthy individuals. Real estate, stocks and other tangible assets have risen sharply, while wages have often failed to keep pace with the cost of living. As a result, the real purchasing power of many workers has decreased.
Raw materials. Faher believes that the world is in a long-term commodity bull market , which he estimates could last for many years, even 20 years. At the same time, he expects a long-term upward trend in interest rates. Wars, trade conflicts and tariffs could further drive up commodity prices. Money creation.
In the short term, loose monetary policy could support share prices and investment. For example, the investment book in AI, semiconductors and data centers. However, Faber believes that the negative consequences are greater. He also emphasizes that creating money does not automatically increase all asset values.
Commercial real estate is one example of this. An important point is the distinction between nominal and real wealth. A stock can rise in dollar terms, but still lose real value if the purchasing power currency falls even faster. Faber therefore considers gold a possible benchmark for evaluation. real assets.
Gold Faber had generally expected gold to retain its purchasing power in the long term, but was himself surprised by the speed of the price increase described in the interview . He views strong increases and subsequent corrections as a normal part of a bull market. As long as central banks continue to create money, he tends to expect a rising gold price relative to paper currency, and he believes that gold remains a sensible long-term means of preserving purchasing power.
Platinum, silver, and other raw materials. Farber finds platinum particularly interesting because, in his opinion, it is relatively inexpensive compared to gold. He even speculates that platinum could become more expensive than gold within the next 5 years. He also views silver and agricultural commodities such as wheat, corn, soybeans and sugar in a generally positive light.
The major risk of monetary policy. At some point, creating more money products, such as printing money, could become counterproductive. If investors no longer want to hold bonds due to expected inflation, bond prices could fall and yields could rise sharply. Central banks then have to create even more money to stabilize the market .
Higher interest rates would in turn put pressure on stocks, real estate, and other assets. For Fahrbar, this would be the point at which the traditional rescue policies of central banks reach their limits. Extreme crisis scenario. Faber believes it is possible that a future crisis can no longer be solved by creating money and that large payment defaults will occur.
In such a scenario, assets with intrinsic value, such as gold and silver coins, could once again serve directly as a means of payment. However, this is speculative future expectations regarding color. In addition, Fahrer expresses very sharp personal criticism. The US government argues that foreign states may have less confidence in holding their reserves in US dollars due to sanctions and frozen assets.
Furthermore, the discussion on stablecoins and surveillance does not believe that cash will disappear completely despite increasing digitalization. In short, Faber's worldview is negative in the long term towards paper money and government bonds, and positive towards scarce resources. Expects continued expansion of the money supply, higher inflation and a tendency towards higher interest rates, and therefore sees gold, platinum, silver and commodities as a loss of protective selling power.
At the same time, the prevailing view was that printing money automatically increases the value of every asset. Yes, well, the extreme crisis scenario he writes is certainly such an endpoint. Before that, it is very likely that the gold and silver stock market described here will be available. The other asset classes, as he described here, and perhaps even Platinum, will also rise.
It is at least an alternative, especially for people who, for example, fear a ban on precious metals; this could be an alternative . Yes, here's another update on the gold stock bull market. Uh, we believe that we have completed the first phase and that the second phase is emerging. Uh, in 2023 we had extremely low prices.
This can be seen in these two silver stocks, which actually increased 15 to 20 times by the beginning of 2026. They have corrected since then, but have completed the bottoming process and we naturally hope that now, when the rally has its final move, so to speak, the gold stock rally will quickly reach the old highs, or rather, on average, rise by five to ten times from the correction low .
Yes, there were also times when there were 1000 bakers in this sector. This was simply due to the fact that during certain phases this sector is so unpopular that, in principle, even large resources are hardly valued, because it is naturally a huge effort to bring them into production and so on. But if the mood does change , something like that is possible.
I wouldn't say that one should aim for something like that, at most indirectly, by, let's say, simply identifying such stocks with this typical story, and in the end, it wo n't result in 1000 bakers, that's clear, but rather 3,500, maybe 20 bakers, but with that, uh, the goal is actually achieved for this bull market .
Yes, in my opinion this is a very interesting company. Uh, there is a huge silver producer, a silver-copper producer, in Poland. Um, they have 2000 million ounces of silver resources. The company produces around 40 million ounces of silver per year and has over 2 billion ounces of resources as well as 700 million ounces of reserves.
The three most important Polish silver mines are Rutner, Pok and Lubin. Due to the huge resource base, this level of production could be maintained for many years to come . Imagine this happening; the estimated ESC OSI costs are $19. The company has 350 million in cash and over 1.6 billion in debt. Yes, uh, the stock reacted strongly in 2026 and essentially hasn't recovered.
It is simply to be assumed that if this is fully valued, and the 200 million and this production can be maintained, which is gigantic with 40 million at the bottom, and can be increased anyway, then this is actually a really good, solid base value for silver. Um, and uh, yes, it might be quite interesting to simply take a look at the company.
As a core investment, silver has basically corrected by half, and here it went from $ 25 to $87 and has basically stayed there, indicating a tendency to continue rising. So there is obviously enormous leverage involved here. You should definitely check it out. As always, this is of course not a purchase recommendation.
1000 alarm clock report. We their potential and risk . We have developed a report with approximately 150-200 stocks, which are sorted according to these criteria. They keep their report for a year with monthly updates. If you opt for the report, you will of course be added to the mailing list, where you will then also are interested, we can also put together a portfolio proposal.
At BI you will find several facilities. Gold.de is a comparison portal. Uh, reputable gold and silver dealers are being compared, uh, so that they don't overpay. Um, Gold Avenue, for example, is a completely Swiss-based deposit solution, buyable and sellable at any time, with a low buyback price, completely free of charge up to €10,000.
Um, she's the daughter of a large Swiss gold dealer who produces the famous pump series . The entire application is extremely modern. You can also buy and sell smaller amounts without incurring major costs. You can think of it almost like a metal account. Here they have their account, their metal account, and can quickly switch back and forth .
Um, yes, uh, you can buy from anywhere at any time, even on weekends. In my opinion, especially for internationally oriented or diversified people, it's a very interesting thing. Um, yes, you can find more information in the description. Yes, the silver bull market of the 60s and 70s was extreme. It went from $ to $50 and, um, and, uh, that, and of course, also with fluctuations, and that without a major silver deficit.
This is in contrast to today, back then, uh, so in contrast to today, there is a huge silver deficit and 60 million ounces per year. Mines have to compensate for that, so to speak. And um, yes, and that's why many damage engineers assume that it will rise dramatically. Silver, which has a value somewhere between $500 and $1000, is occasionally said to be at a lower price .
By 2030, gold could be at 10,000 to 15,000 . The gold-silver ratio is again sufficient at 15. That means silver would be a significantly better investment, but so would Mark Farbersack, right? Well, gold is relatively expensive. Even platinum might be better in certain situations. Well, gold is no longer available for $250 or $300, that's quite clear.
The average house prices, standard stocks, and average wages all fall during this phase where gold and silver rise parabolically, and you have to compare all of this in terms of gold and silver, and at some point, when gold and silver have reached their maximum purchasing power, you have to look at switching back to these assets .
As I said, the whole thing is possibly connected to the crisis discussed by Faber. Um, we'll have to wait and see about that . That's why we have this idea: if you've made enough profit with gold and silver stocks , then you essentially go back into physical assets and wait for the best opportunity, without being exposed to systemic risk .
Uh, the Dow Gold Ratio, that's just the Dow Jones measured in gold over 100 years, and you can see that it's relatively banal. There were three strong stock market increases, marked here in blue, so to speak, and then a real implosion of these stock markets compared to gold, marked in red, and here, for example, in the 1930s, it went down by 90%.
Um, and here in the 60s and 70s it went down by 96%, and here after DCOMLase it went down by 68%. That means it's possible that something similar is about to happen, with another 80-90% drop. Basically, it's simple: you just have to see, um, stock markets get inflated, you take your money from a certain point, and when they get really expensive , you get out of the market and invest strategically, uh, in gold.
And this whole thing could be coming up right now , uh, that it makes perfect sense to sell your AI assets etc. relatively soon and invest in gold and put the whole thing on hold, so to speak . Yes, he calls it the stack inflation scenario, meaning the DA falls from 60,000 to 30,000, gold rises to 13,600, and silver to 350.
A completely realistic scenario in my opinion. We also have seasonality . Gold and silver prices are expected to rise by the end of the year, which could push gold and silver stocks upwards. Yes, thank you very much for your attention. If you enjoyed the content so far, please subscribe to my channel .
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