저자: JimRogers · 외국인
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Rogers는 미국 부채(공식 36조달러, 부외부채 포함 100조달러 이상)와 통화 남발로 인플레이션과 달러 신뢰 약화가 올 것이라 경고한다. 이에 따라 금과 은을 보유·추가매수하고 있으며, 금·은 강세장이 향후 2~3년 더 지속될 것으로 본다. 은은 금보다 상승 여력이 크다고 평가하며 35~37달러 돌파 시 50달러까지 갈 수 있다고 언급한다. 달러는 안전자산이 아니라고 보고 보유 달러를 언젠가 매도할 생각이지만 대체 통화는 찾지 못했다고 한다. 채권은 인플레이션으로 하락할 것이라 원치 않는다고 말한다.
다듬은 글
people get worried or confused they buy gold or silver and that's happening again this has been going on for a few thousand years and gold and silver have always had an attraction to people uh throughout history I mean remember Jesus Christ he was sold for 30 pieces of silver because silver was the money then silver was the valuable asset then and those sorts of things are starting to happen again and somebody is buying gold and silver because they see that problems are coming and I I say I bought a little more silver yesterday gold and silver prices have stunned analysts and investors alike in 2025 with both medals reaching record highs gold has surged past $305 per ounce in just 50 days while silver is also making significant gains reinforcing its appeal to investors veteran investor Jim Rogers remains bullish predicting that the bull run in gold and silver will extend for another 2 to 3 years as Global debt Spirals and geopolitical tensions escalate he warns investors to be cautious about the US dollar emphasizing that economic uncertainty will continue to push demand for precious medals do not sell your gold and silver now the Bull Run is not over yet it will move up for the next 2 to three years as the globe is facing many problems including mounting debt and tensions Rogers who co-founded the quantum fund alongside George Soros he believes that gold and silver will remain essential Safe Haven assets as inflation persists and central banks struggle to stabilize financial markets while gold has already reached record highs Rogers sees even greater potential in silver as prices have surged from under $20 an ounce to above $34 marking a 12-year High and a staggering 70% appreciation this impressive rally underscores Silver's potential as a High beta asset capable of delivering outsized returns during bullish Cycles Market veterans draw comparisons to 2011 when silver last breached critical resistance levels before peaking near $50 per ounce Additionally the gold to Silver ratio has compressed from 85 to 1 to around 70 to1 increasing investor interest in silver relative to Gold however the ratio remains above its long-term historical average suggesting further room for Silver's price to climb while gold continues to serve as a traditional store of value Silver's dual role as an investment and an industrial metal provides a unique advantage in volatile markets analysts broadly expect silver to outperform gold in the coming years driven by tightening Supply and Rising industrial demand particularly in the renewable energy sector some projections even suggest that silver could surpass $40 per ounce in 2025 making it a compelling buying opportunity for Traders we present the clips of Peter's latest video before we continue to discuss this please subscribe to our Channel and activate the Bell icon for timely updates a lot of US dollars not because it's a sound currency but because I see some turmoil coming down the road and in times like that people look for a safe haven history says that people think the dollar is a safe haven it's not but people think it is so I own us dollarss I hope when I'm when the time comes I'm smart enough to sell my dollars now Kai what you need to do is say to me okay when you sayell your dollars where are you going to put your money and my answer to you is I don't know but one of the few times in my life I don't know where to put my money I don't see a competing currency for the US dollar yeah and I'm trying to find it if you know don't announce it out loud please send me a private email because I'm trying to figure out where to put the money if and when I sell my Us doll well I own silver I own gold and I hope I'm smart enough to buy I think I bought some more silver yesterday I hope I'm smart enough to buy more of them if they go down uh yes I own them but I don't see at this stage of History to sell all my assets and put it into gold and silver those days may come but I don't don't see them yet uh and I to answer your question I don't know yet yes maybe bonds but I don't want to own bonds inflation is going to come back and bonds will go down a lot driving and higher gigantic money printing all over the world in the last few mon years U and that has continued yes they've cut back the money printing in some places temporarily but Kai I mean I read the same newspapers you do I see that people all over the world continue to print a lot of money and historically that always eventually leads to more inflation and if you look at the debt situation in the US I mean is it is really startling it's more than startling it's frighting I don't know how the debt could possibly have gotten so high and it continues to go higher nobody seems to notice nobody seems to care so the debt situation is part and parcel of this problem and it's getting worse I mean the debt in the us is unbelievable and has certainly never happened in history no absolutely it it is outrageously High over 36 trillion interest payments are over a trillion dollars oh when you say 36 trillion that's what's recorded that's the own balance sheet but there's a gigantic amount of off balance sheet debt I mean over 100 trillion I mean the numbers just cannot be comprehended and nobody seem first of all Washington doesn't even count them they they report the 36 trillion or whatever the number is but they don't report the 136 trillion with all the off balance sheet numbers people get worried or confused they buy gold or silver and that's happening again this is going been going on for a few thousand years and gold and silver have always had an attraction to people uh throughout history I mean remember Jesus Christ he was sold for 30 pieces of silver because silver was the money then silver was the valuable asset then and those sorts of things are starting to happen again and somebody is buying gold and silver because they see that problems are coming and I I say I bought a little more silver yesterday maybe not this month but certainly this de there's no question about that if not before uh I mean all over the world central banks are printing money all over the world governments are running up debt I'm not the only person who knows that more and more people are realizing we better do something it's partially because there is not on everybody's mind the way gold is I mean if you turn on the TV you in the newspaper the first thing you read about is gold because that that's historically traditionally the safe haven as far as I can see that's the only reason now that it's not both and that both aren't going up but C Silver certainly moved up it hasn't moved up as much as gold and if I were going to buy one today I would buy more silver but I would buy more of both before this is over the US debt has reached a critical point with $7 trillion set for refinancing this year alone not accounting for additional deficits spending analysts caution that the sheer scale of the debt makes it nearly impossible for any Administration to resolve without severe Economic Consequences historically Nations that allow debt to spiral out of control have faced significant downturns Britain once the world's leading economic power was forced into an IMF bailout in 1976 after Decades of financial decline the parallels are becoming increasingly difficult to ignore as the US now faces Mountain Financial pressure while temporary solutions like money Printing and debt restructuring have kept the system afloat Jim warns that these measures are unsustainable in the long run the government has long relied on borrowing to fund its operations but the consequences of excessive debt are beginning to surface with inflation eroding purchasing power and economic growth showing signs of slowing concerns about a potential Financial Reckoning are intensifying efforts to cut spending often face political resistance as as deep budget reductions could lead to widespread economic pain and social unrest on the other hand continuing to accumulate debt at the current Pace only accelerates the risk of a systemic collapse if confidence in the US debt Market falters the Ripple effects could destabilize Global Financial systems prompting a shift away from the dollar as the world's Reserve currency with economic uncertainty growing investors are increasingly turning to Safe Haven assets like gold and silver signaling a broader lack of faith in the long-term stability of the current Financial system nobody has a chance to succeed the numbers are overwhelming uh the smartest guy in I mean whoever you come up with is going to have problems dealing with the US debt situation uh it doesn't this is not talking about Scott this is talk about anybody and everybody because the numbers are staggering and overwhelming no country has ever had a situation like this and I don't know what's going to happen you know 100 years ago it was Britain and people were said oh don't worry the British pound is the gold standard for currencies believe it or not 50 years later 1976 Britain was bankrupt they went from number one in 1925 or whatever that was to totally bankrupt in 1976 bailed out by the IMF it has happened before in history often and it's going to happen again I don't like saying it but I can see what's coming it's still going on but I think I see signs that we're coming to an end whether I see it or not doesn't matter I know that this economy will slow down somewhere along the line I know that historically we're getting there already and when it happens it's going to be terrible because the debt is so unbelievably high now and we're all going to scream far as I can see China is going to be the most important country in the 21st century it already is in some sectors it's happening and yes this has happened often in history 100 years ago it was Britain and then it became the US unfortunately for us I think it's now changing again and the world is now moving to a Chinese Centric economy but I repeat Kai this has happened many times in history it's it's certainly something to be concerned about or aware of but it has happened often and is I hope we all live long enough to see it happen many times many times in history well with with that I'm suggesting I'm not trying to put words in your mouth but given 100e cycle do you think the US has 20 more years maybe 19 more years to go before uh it's 10 years up well 10 years up that's a deep statement I'm if we were sitting here in 1954 we would have looked ahead and said Britain is coming to the end and it was there's no question we can look back and know that Britain was at the end of the road and things were changing but did the world I mean you and I both continued to be alive Britain continued to exist the world continued yes Britain lost its status the us is going to lose its status but will we still go to par us for holidays will we still do things that we did before yes yes some of us will still continue to prosper I hope you and I are two of those people gold and silver are gaining momentum as economic conditions push more investors towards Safe Haven assets setting the stage for a potential breakout that could reshape the market silver which has spent decades in consolidation is approaching a crucial price range between $35 and $37 Beyond which resistance becomes minimal until it nears the long-awaited $50 Mark a decisive move past this level could trigger one of the most significant breakouts in history reinforcing Silver's appeal as an undervalued asset with immense upside potential meanwhile gold continues to assert itself as a preferred alternative to traditional Investments with capital shifting away from stocks and bonds at an accelerating Pace that's it for today share your thoughts on Jim's analysis is in the comment section below if you find this video informative don't forget to support and turn on notifications to stay informed about our latest videos see you in the next video
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