저자: JimRogers · 외국인
요약 보기
Jim Rogers는 글로벌 국가부채 급증으로 다음 경제위기가 역대 최악이 될 것이라고 경고하며, 금·은 등 실물 귀금속을 분산 보유할 것을 권한다. 위기 시점은 특정하지 않으며, 투자는 자신이 잘 아는 자산(예: 밀, 구리)에 집중하고 트렌드 추종을 피하라고 조언한다. 무역전쟁은 역사상 문제를 키워왔고 긴장은 무력충돌로 이어질 수 있다고 주장한다. 미국은 역사상 최대 채무국으로 장기적으로 쇠퇴하고 중국이 부상할 것이라는 장기 견해를 밝힌다.
다듬은 글
I have been around long enough to know that gold and silver are always valuable to people and always will be and then everybody should have some gold and everybody should have some silver. Everybody. Put it under the bed. Put it in the closet. Put it somewhere. But everybody should have some gold and silver because when things go bad, gold and silver will save you.
Mounting global sovereign debt is destabilizing the international monetary system at an alarming pace. As unmanageable deficits multiply across major financial institutions, traditional paper currencies and mainstream assets face catastrophic long-term risks. Jim Rogers, an acclaimed Wall Street veteran and commodity specialist, cautions that dangerous fiscal complacency is blinding everyday savers.
He predicts the upcoming economic crisis will be the most devastating downturn in modern history, surpassing any hardship you may experience in your lifetime because to historic debt levels, while policy makers routinely claim modern economies have outgrown older rules. Fiscal history reveals that unprecedented borrowing inevitably triggers widespread destruction.
Safeguarding generational capital means acquiring tangible gold and silver and keeping physical reserves securely stored in a closet or under the bed. For thousands of years, precious metals have preserved purchasing power during systemic breakdowns, acting as an indispensable life raft when paper promises fail.
Even when politicians dismiss sound money, history shows gold and silver remain universally valuable, whether societies accept them or not. Now, we present the clips from Jim Rog; What I'm trying to explain to you or someone is that the next time we have an economic problem, it's going to be extremely serious.
The next time. Now, I don't know when it's coming. Let me be clear. I do not know when it's coming. But, I do know that throughout history, we've had some good times and some bad times. And all I'm trying to tell you is the next time we have bad times, the next time, it's going to be horrible. The worst in your lifetime.
And that is because the debt we have never had debt like this in recorded history. And all I'm trying to explain to you and to anyone who will listen is when we have a problem again, not if, when we have a problem again, an economic problem, it's going to be horrible because the debt is so unbelievably high.
We have never had the world The world has never had such high debt. And the debt's getting worse every day. So, the next time we have an economic problem, the next time, I didn't say it would happen this year, this month, this week. Just trying to explain to you the next time we have an economic problem, it's going to be horrible.
I had I know enough that this is all happened before. ETFs are great. We have always The world has always had new things that people said this is the answer. Whether it's stocks or mutual funds, whatever. There's always been something. And if if you don't want to worry, don't worry. Don't listen to people like me and say it is different now.
It is different this time. It's good news. I'm glad it's different this time. I'll ask you in a couple of years if it's still different this time. Okay. know it will not be different this time. I have been around long enough to know that gold and silver are always valuable to people and always will be.
And that everybody should have some gold and everybody should have some silver. Everybody. Put it under the bed. Put it in the closet. Put it somewhere. But everybody should have some gold and silver because when things go bad, gold and silver will save you. You remember Jesus Christ, that was long time ago.
Jesus Christ was sold for 30 pieces of silver because even then silver was extremely valuable and important and it always has been and silver and gold will always be extremely valuable and protective. So everybody should have some gold. Everybody should have some gold and some silver, including you.
Put some silver in the in the in the closet. Put some gold under the bed. There are times when the politicians will tell you "Don't worry. You don't need gold. You don't need silver." And all my reply is "Gold and silver have been valuable for thousands of years. So please have some gold. Have some silver in your closet because for the rest of your life and everybody's life, gold and silver will be valuable whether we like it or not." If you know a lot about wheat, wheat might be the I don't have any wheat, but it might be the best investment if you know a lot about wheat and I do not.
So if you do, it might be great for you. Or copper or whatever, silver. I do own some silver, but the only if you want to be successful, if you want to stay solvent, don't listen to it. Don't listen to me. Stay with what you yourself know a lot about. Do not listen to other people. Even in Warsaw, do not listen to other people.
Just invest in what you know a lot about. Now, I tell some people that and they say, "That's boring." Don't worry. If you want to be successful, be boring. If you want to be a successful investor, Do not worry about being boring. Be boring and be successful. Achieving durable investment success requires avoiding market trends and mastering personal competency.
Rather than chasing popular financial instruments, true profitability comes from holding assets you understand thoroughly, whether agricultural commodities like wheat or base metals. Sound wealth generation is inherently boring, yet embracing that deliberate discipline preserves capital while reckless speculation fails.
At the same time, relying on sovereign budget reform is deeply flawed. Whenever governments try to cut spending, societies quickly reject austerity, demanding immediate stimulus to avoid short-term discomfort. Furthermore, modern protectionist measures carry immense economic destruction. History shows trade wars never resolve underlying imbalances.
Instead, they foster severe commercial disruption and often escalate into armed conflict. Officials always insist modern tariffs operate differently, but historical patterns consistently disprove those claims. Navigating these treacherous fiscal crosscurrents demands a strict focus on specialized knowledge and staying solvent above all else.
Now, let's get back to the interview. The United States is now the largest debtor nation in the history of the world. No nation has ever had so much debt as the US does, and I have read enough to know that that has always led to problems before. The countries that build up a lot of debt have always gone into decline and had problems.
It leads to economic problems, and it has often led to war. Not always, but it all often has. And I mean, I know enough to know that the US will have serious problems in the next century. I know that the US will have big problems. Is that good? I'll be dead, so it doesn't I hope it doesn't matter to me.
My children will have to bear it. My children will have to learn to adapt and adjust. Whether that means they should leave America, I don't know. They will have to decide. But America, I mean, I will want to repeat this. No country in the world history has ever stayed on top too long. Everybody who has been on top has gone into decline.
It's always happened, whether we like it or not. It has always happened, and it will happen again. Well, the problem is if I or anyone else went to Washington and said, "Oh my gosh, we've got to do something." And everybody said, "Yes, you're right. We must cut spending, and we must reduce the debt." And everybody would say, "But the problem is 6 months later or a year later, everybody would say, "No, this is too much pain.
This is terrible. We don't want this much pain. Stop, stop, stop, stop reducing the debt. Spend, spend, spend again, spend again." Because nobody wants pain. Nobody wants to suffer. And I can add, I can know that to solve the problems that America has is going to be painful, and nobody wants pain. Even if we all know that it's good for us and we must do it.
And show everybody, and everybody can read that trade wars have never been successful, but they always say, "It's different." It never has been different this time. Trade wars have always led to problems. Trade wars have often led to shooting wars, not always, but often. The people who have trade wars, they don't worry.
It's different now. It will be okay. It has never been different this time. So, be worried. And if you see trade wars break out, but that's that's happened that always happened. If you go back to any century in the world, somebody was on top, somebody was rising, somebody was declining. And somehow we all survived.
That has always happened. Don't think America's going to be on top again in 100 years. No, it will not. It will 100 years from now probably be China. I don't know, but it will not be America. Cannot. America's already the largest debtor nation in the history of the world. No nation in world history has ever had as much debt as the US has now and it's getting worse.
Now, I've read enough history to know that whenever that happens, countries go into decline. They don't like it. That's not their choice, but that's what's always happened. China is going to be the most important country in Asia. It already is. It's getting more and more successful and it will continue to.
After being on the bottom for a few decades or centuries, China rises to the top again. It has in the past and it is again. I don't know why. If you know why, don't tell anybody. Just tell me. So we can get rich. I mean, everybody I mean, China will have depression. China will have war. China will have all the problems that every country in the world has especially every rising country.
China will have all of those problems. Everybody does. That's human beings. Unfortunately, we do we make mistakes, but that is part of life. There's I cannot find any place in the world that I can go that there won't be depression. There won't be war. I mean, everybody everybody throughout history has had depression, war, bankruptcy, problems.
China will too. America has had and will too. I mean, you know, America's had some huge wars, internal wars as well, internal depression, but still has been been successful. China will have huge problems. Don't worry, but they will survive. A profound structural transformation is reshaping international hegemony as the era of undisputed Western dominance draws to a close.
Throughout world civilization, no empire has ever maintained its position at the summit indefinitely. Every dominant power eventually declines, and excessive sovereign debt has historically been the definitive catalyst. Today, the United States stands as the largest debtor nation in recorded history, carrying unprecedented obligations that past global leaders never accumulated.
History shows that debtor nations invariably forfeit geopolitical leadership, clearing the path for rising powers. Over extended historical cycles, China has repeatedly fallen into deep decline across centuries, only to re-emerge at the center of global commerce. This ongoing civilizational rotation remains accompanied by substantial turmoil.
Any ascending nation faces internal depressions, banking crises, painful mistakes, and geopolitical conflicts. However, historical endurance allows these societies to weather severe systemic shocks and reconstruct their economic vitality. Surviving this ethical geopolitical rebalancing requires recognizing that national supremacy is inherently temporary, whether citizens choose to relocate or adjust their long-term strategies.
Preparing for this generational transition remains essential as influence shifts eastward. .
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