저자: JimRogers · 외국인
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Jim Rogers는 현재 경제정책(MMT, 무제한 화폐 발행)이 결국 인플레이션과 위기를 낳을 것이라며 회의적 입장이다. 인플레이션 대비책으로 농산물, 금속, 원자재, 에너지, 은을 보유할 것을 제시했다. 은은 과거 고점 대비 50% 이상 하락했다고 언급했다. 금리 상승 시 채권 보유는 피해야 한다고 했다. 중국에 대해서는 35~36년 전부터 극적인 변화가 일어나고 있으며 다시 부상 중이라고 평가했다. 특정 수치나 종목 목표가는 제시하지 않았다. 코로나 이후 중국 와인 관련 주식을 매수했다고 밝혔고, 항공사와 공항 등 타격 받은 업종에 투자 기회가 있다고 봤다. 암호화폐가 실물 화폐를 대체할 가능성에 대해서는 정부가 통제권을 쉽게 포기하지 않을 것이므로 정부와 충돌할 수 있다고 전망했다. 비트코인을 직접 언급한 발언은 없다. 전반적으로 정부 정책 리스크와 인플레이션에 대비한 실물자산 선호 관점을 제시한 영상이다.
다듬은 글
well the central the the head of the tragedy department of treasury in the u.s says don't worry not going to be any economic problems again in the future we've got it all figured out and we have it under control uh i have heard things like that in all my life from politicians and academics uh history would indicate that they're totally wrong and we will have economic problems periodically so i suspect we will now there is always throughout history whenever there's a problem people look around for new theories mr marx had a theory 150 years ago and everybody thought well gosh marxism sounds great what a wonderful theory and many people tried it for a long time well we all now know that marxism doesn't work that didn't mean a lot of people didn't fall for it the new theory now called mmt which means more money today no it means a modern monetary theory first of all it's not modern second well maybe it's a theory but it's certainly not not correct but they say don't worry just print it print it print it and we'll have good times forever maybe i'm skeptical of that i've read enough history and had enough experience to know that no matter how many people say we can solve the problems the world shows that they never have and probably never will it's a little bit like i mean history shows very clear that war is absurd and nobody wins a war even the people who think they win the war doesn't mean that people don't have wars over and over and over again so i'm very skeptical but the secretary of the treasury has got two ivy league degrees from two famous ivy league universities she says don't worry no more problems i'm so i'm extremely skeptical in fact i would say she's dead wrong but who knows i agree in that especially mmt is i i think will end in ruins how do you think we can position ourselves to end up on the winning side of those because i i i share your suspicion that you can't print money forever so well normally when things like that happen uh first of all as prices go higher which usually happens when you have a lot of money printing interest rates go higher so i certainly would not own bonds in fact if you know how to sell short you might learn how to sell short bonds but secondly it nearly always leads to inflation it always has to inflation despite mrs yellen it's going to happen again and so you need to own the things that go up when there's inflation i mean prices go up the things that are going to go higher look out the window agriculture you're in chicago agriculture prices are going to go higher metals commodities energy silver i mean the price of silver is down over 50 percent from its all-time high often the price of silver and gold go through the roof when there's inflation so if you own the things that are going to go up in price because of inflation you will probably first of all you'll survive but second of all you might make a lot of money you know in the 1930s we had a horrible horrible economic time many people not many but there were people who came out of the 30s very rich and successful so if you understand what's going on chances are you'll make a lot of money and do well what really excites you about china so much um you moved to singapore to be closer to china and i think you even said um you know it's hard for americans to understand that there's a shift taking place and the center of that is in asia and more precisely china do you have a affinity or is it just one of your favorite countries or you just think there's so much potential there that that that's where the things are going to happen you want to be close to it well chris it has nothing to do it has to do with purely and simply what's happening in the world uh if it were country x i would be telling you this about country x but china i could see 35 36 years ago that there were dramatic exciting changes taking place in china you know when i first went to china i was terrified american propaganda all my life had said that the chinese were evil vicious bloodthirsty dangerous people i got there and i realized oh boy these guys are these guys want to be rich they all work from dawn to dust they save huge amounts of their income etc so i could see what was happening i mean if you anybody who doubts that just go back 35 years ago and you will see that china has had an unbelievable change as they become more and more capitalist they still call themselves communists but they're among the best capitalists in the world and i could see i thought dramatic change is taking place and for what it's worth china's the only country in world history it's had recurring periods of greatness rome was great once egypt was great once britain was great once but china's been great on top three or four times in the last few thousand years and it's i don't know why they're the only country that's been able to do it but they're on the rise again whether we like it or not yeah we can say it's terrible we can say they're evil vicious dangerous people said all day long but there's dramatic change continuing to take left now trust it doesn't mean there won't be problems before we continue help us by smashing that youtube like button and subscribe now to this channel this shows the algorithm that you value the information and it helps us spread this message sharing is caring please like and subscribe now i assure you the united states became the most successful country in the 20th century but along the way we had a horrible civil war we had many depressions with a with a d you had very few human rights you could buy and sell congressmen or you could still buy and sell congressmen but in the old days they were cheap no america became fantastic but there were lots of problems along the way china will have plenty of problems yeah um have you noticed any new opportunities come up specifically in china since covet well like everywhere else in the world the economy and especially travel and entertainment collapsed uh i bought chinese wine stocks uh because you know people stop them most people don't even know there are chinese wine stocks you haven't people stop going to restaurants and bars etc so i i have found some opportunities yes uh but that's true everywhere i will buy uh any countries not any but many countries airlines and and airports because they all collapse with the virus yeah and that's what you said in the very beginning remember way g when there's a disaster there's usually also an opportunity it's not just one of virus hits lots of earthquakes hurricane anything can cause wagey but i i have learned and i hope you have learned and everyone learns that when there is a disaster yes we all feel sorry for the people and we want to help in any way we can but we might also invest and by the way uh if you invest in a place where there's a disaster you're helping the people yeah you're there to make money but the people need all the help they can get including all the investment they can get so it's not just some greedy capitalist i mean you're actually doing good for the people for the area for whatever whatever is happening it's happening i mean you turn on your computer yes there are a lot of people putting their money into cryptocurrencies now and many of them probably would have bought gold and silver once upon a time but all money is going to be on the computer eventually i mean in china you can't take a taxi with money you have to have your money on on the computer if you want to take if you want to buy ice cream you got to have your they're way ahead of us uh many every country is working on it uh many countries are ahead of the us but the us is working on it too all money is going to be on the computer eventually there's no question about that governments love it first of all it's cheaper and more efficient they don't have to print the stuff and transport it etc so but from their point of view which is what they love the most is they'll have total control they will know everything we do i mean they'll call me up so you bought too much ice cream you know stop eating some everything they'll know everything we do which i of course don't like but governments love so it's coming uh the crypto guys say uh yes we're gonna replace money we're gonna our money is gonna be the money now maybe they're correct but uh my view is that if that happens uh history also shows that governments do not like to lose their control they do not like to lose their monopoly and and maybe when the u.s government i'll use the u.s when the u.s says okay this is money now this is it i don't think that washington is going to say but if you want to use that money over there you can use that other money too right that's not the way those guys think i mean i wish we could that's not the way those bureaucrats and monopolists think they're probably going to say it's illegal or they'll put some kind of controls or restrictions you know in the 30s of the bank of england said at one point to people if you use any other money except our money it's an act of treason frieza means they execute you you know most people stop using other things for money um i did governments are pretty ruthless and pretty horrible people uh they like control and monopolies so i would suspect that if the crypto gods are right and if it becomes real money we will have government problems now there's no question that you know crypto money is better for all of us and competing currencies are better for all of us but they have the guns and if they say you're not going to use it most of us are not going to use it you
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