저자: MarcFaber · 외국인
요약 보기
Marc Faber는 과도한 부채·통화팽창·자산 버블이 시스템 붕괴 위험을 키운다고 주장하며, 금·은·백금 같은 실물자산 보유를 권장한다. 연준의 양적완화와 COVID 이후 대규모 유동성 공급이 버블을 키웠고, 긴축은 침체를 부른다는 이유로 정책 전환이 어렵다고 본다. 장기채 금리 상승으로 모기지 금리가 7%에 근접하며 주택 구매가 역사적 저점이라는 점, 부유층 자산가치 상승과 중하위층 부담 증가로 경제가 양극화되고 있다는 점을 강조한다. 지정학적으로는 미국 패권이 약화되고 다극화가 진행되며, 무역전쟁은 성장에 부정적이라고 본다. 정치인 비판(트럼프 행정부 포함)도 포함된다.
다듬은 글
The purchasing power of gold will be preserved. I'm not saying it can't fall. Of course, it can fall during a liquidity crisis. It's probably a good idea, if you can, to keep your money in gold, silver, and platinum. There is now a risk of expropriation. And Trump would go for expropriation without hesitation.
He was repeatedly convicted of fraud and embezzlement. He is used to being a thief. So he would not hesitate to take gold from other people. He has already taken reserves from others, as the US government has done for years. This is why no one trusts the US dollar anymore . The global financial system is about to enter a period of increasing volatility.
For many years, Marc Faber, a prominent Swiss investor and author and publisher of the report "Gloom, Boom, and Doom," has argued against the dangers of excessive debt, monetary expansion, and bubbles in asset markets. In his opinion, investors should be prepared for a time when conventional financial assets will not be able to protect wealth as successfully as many hope.
As a long-term hedge against monetary volatility, Faber consistently emphasizes the need to own real assets such as gold, silver, and other commodities. Due to their physical form and limited availability, these assets can appreciate when confidence in currencies, banks, and financial institutions begins to decline, even if they experience strong short-term volatility.
He also warns that governments under great financial pressure may take more radical measures to protect their own balance sheets. If you want more content about investing in precious metals, be sure to like, subscribe, and click the bell. The system will collapse someday, and I keep asking myself: what is the best thing for me to do in a collapse scenario?
And how much time do I have before collapse occurs? If the collapse comes tomorrow, I won't have time to sell everything. Even if I sell everything and put it on deposit, what happens if the bank where I keep my money goes bankrupt, or if the Ministry of Finance says, "We're no longer paying interest on the national debt"?
We changed our minds. The president changed his mind. He never changes his mind, but here he did . This administration is a circus, a clown show. But I think it's not the best, but probably a good option if you can afford it, to keep your money in gold, silver, and platinum. There is now a risk of expropriation.
And Trump would not hesitate to resort to expropriation. He was repeatedly convicted of fraud and embezzlement. He was a thief. So he will take gold from other people without hesitation. And he is taking reserves from other people, as the US government has done for years . This is why no one trusts the US dollar anymore.
What can be done to stop the purchasing power of gold will be preserved. I'm not saying it can't fall. Of course, it can fall during a liquidity crisis. But less than, say, Micron Technology, Tesla, or SpaceX. And at the peak, I mean, if someone wants to hedge their portfolio, they should play short any stocks associated with the Trump family.
You have already mentioned the collapse of the system several times. You seem to think that US hegemony—if not disappearing, then no other country seems likely to rise up and surpass it—but it is clearly in danger of splitting. What new system do you see? The thing is, I tell people: anything can happen.
I don't think China or Russia want to be hegemons and rule the world. But China wants to control Asia. That's enough for them . And they don't want to be threatened by the US and American bases around China. This is understandable. This is a long-term goal. And I think in the Middle East they don't want to be threatened by Israel, and I guess some countries feel threatened because Israel has nuclear weapons and other countries don't.
And in politics and, uh, in war strategies, if one participant has better weapons, the others want them too. And the mood in Europe is this: they definitely don't want to be under the control of Russia, but they don't want to be slaves of the US either . Oh, that's the feeling of ordinary people, you know?
Politicians may have a different opinion. Politicians may fawn over American presidents and the United States, but ordinary people want to be Europeans. They don't want to be Americans. So, the world may not have the leadership that it had after World War II. And we can move to a multipolar world. But in the current climate of trade wars, I do n't think that's very good for economic growth and prosperity.
That's my opinion. Well, my main message is that this is a sad testament to democracies that over time they elect worse and worse leaders. Completely incompetent people who have never worked a day in their lives , or were born rich, and so on. And, uh, I have to say, when I look at the US, I have a lot of acquaintances and friends there, and so many people—they are brilliant individuals: scientists, economists, social commentators, and intellectuals.
And here you have a government that is completely incompetent. Terribly. Yeah, it's not like And people tell me, " Yeah, uh, they're better than the others." I admit that. Me, I've always said I would vote for Mr. Trump and I would vote for him again when the choice is between Kamala Harris and the Democrats, who are communists.
These are not democrats, these are communists and socialists. The balance of power in the world is changing rapidly. For decades, the world was largely dominated by a single great power, but now we are moving towards a more fragmented and multipolar structure, where many countries are vying for greater influence.
In an effort to reduce the presence of foreign powers in the region, China is strengthening its military and economic position, expanding its influence throughout Asia. Concerns about Europe's relations with the United States are also becoming more widespread. Even if it goes against the priorities of political leaders, many Europeans are demanding greater independence and control over the continent's security and economic future .
Global trade could suffer further due to rising trade tensions and tariffs between major economies. These disputes have the potential to dampen economic growth , disrupt supply chains, raise costs, and make it harder for both developed and emerging markets to prosper. get notified about our new videos.
We really appreciate your support. Let's assume that the current system will cease to exist one way or another . Yes, I call it a bubble. That this bubble will burst someday. And this bubble is gigantic because the government has been printing money for the last 40 years. And especially after COVID, which was used as an excuse to print.
So, they printed enormous quantities . And the problem with printing money—and I have to take credit for expressing this point when Mr. Bernanke began quantitative easing, which was announced in December 2008 during the crisis. And I was asked, "How long is this going to last, this quantitative easing?" I replied, “Once you start, it’s very hard to stop.
This is practically impossible. You can stop it , but then you will face a severe recession. And that's exactly what happened. Whenever the growth of the money supply in the US slows. By the way, I should note: according to Bloomberg, financial conditions are now the most favorable since 1997. It has never been easier to borrow money, etc.
So, we have plenty of liquidity. But if you cut it, there will be a recession. And in a democratic society, governments are not re-elected if they cause a recession. I mean, Trump knows this well . He must support the stock market until the November elections, the midterm elections, are over. And he must show that everything is fine with the economy .
He can lie, but lies have limits. I mean, one thing he can't lie about—they can manipulate it a little bit, but not 100%—is long-term bonds, long-term interest rates. Long-term bonds were weak. And in my opinion, this is affecting the housing market as mortgage rates approach 7%. I'll tell you: if mortgage rates exceed 7%, it will have a psychological effect.
And home purchase volumes are at a historic low . Why? Our economy is booming, but people aren't buying houses. They can't afford it. It's a question of accessibility. Do you understand? The Fed, with its " supreme wisdom," has driven itself into a situation where they have raised the cost of living so much that ordinary people are having affordability problems.
They can't afford to buy things. They would like to buy things, but they can't afford it. And rich people can buy things, but they don't need them. They already have everything. So, the economy is currently on a very crooked, divergent path, where the middle and lower classes of society are rolling downward.
And we can measure this by the fact that wages as a share of the economy are at their lowest level in history. And corporate profits are at their highest level in history. So we have a bifurcated economy where the 0.1%—the Bill Gates, the Jeff Bezos of this world, and our friend Elon— benefit while ordinary people, to put it bluntly, are left behind.
And the government doesn't help, it supports these conditions. The only way to fix the situation permanently is to get rid of government interference. This is the problem. Once you get rid of government interference , especially from people who don't understand anything, you know? If you go to the hospital for surgery, there's a difference between a doctor who has some knowledge and practice in surgery and someone who came in off the street and knows nothing about medicine except how to play golf.
And, you know, I'll tell you that the worst thing for the economy, for society, is when the country is run by ignorant people. And this is happening everywhere in Western democracies now. Why this happens is not entirely clear to me. But I guess the rich like idiots in government because they can be bribed and manipulated.
I think so. According to Marc Faber , decades of money creation, debt, and government intervention have turned the current financial system into a huge bubble. He believed that after the COVID-19 epidemic, when governments and central banks injected huge sums into the economy , the problem became much more serious .
According to Faber, it is very difficult to stop such monetary inflation once it starts. Policymakers risk triggering a severe recession if they try to restrict liquidity too quickly. Faber also emphasizes the growing gap between the real economy and financial markets. While large companies and wealthy investors continue to profit from rising asset prices, ordinary people are forced to face a significant increase in the cost of living and more expensive housing.
Faber argues that this has led to a sharply fragmented economy. While middle- and lower-class households struggle to pay for housing, food, electricity and other necessities, wealthy individuals who already own stocks, businesses, real estate and other assets stand to benefit from rising prices. His more general point is that government policies to support financial markets sometimes have unintended consequences that increase inequality and make it harder for ordinary people to accumulate wealth. .
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