Marc Faber | We Are Already in a Recession | Economic Collapse 2019 | Stock Market Crash

요약 보기

Marc Faber는 미국 경기침체가 이미 시작됐을 가능성이 크다고 주장하며, 자산 버블이 디플레이션으로 꺼질 것이라고 경고했다. 경기 및 자산시장 판단 미국 증시 시가총액은 GDP 대비 1970년대 25~30%에서 현재 150%, 채권 포함 시 300%로 실물경제 대비 거대한 자산 버블이라고 설명했다. 미국 경기침체는 작년 10~11월경 시작됐을 가능성이 크고, 세계적으로도 이미 침체 국면일 수 있다고 봤다. 투자자들은 비교적 안일하며 아무도 경기침체가 시작됐다고 생각하지 않는다고 지적했다. 중앙은행 정책 전망 중앙은행은 과거처럼 돈을 찍어내는 정책을 계속할 것이라고 예상했다. 그는 중앙은행이 무엇을 하든 자산 버블은 꺼지고 고통스러울 것이라고 주장했다. 자산 보유자들이 권력을 쥐고 있어 버블 붕괴를 원하지 않는다고 말했다. 2008~2009년에 시스템을 정리했어야 했다며, 다음 위기는 훨씬 더 나빠질 것이라고 경고했다. 인플레이션 및 달러 관련 주장 소비자물가 상승률이 이미 9~10% 수준이라고 주장했으며, 실업률은 23~24%라고 언급했다(사실 확인이 필요한 수치). QE가 결국 하이퍼인플레이션을 낳을 것이라며, 연준이 달러 가치를 크게 훼손했다고 주장했다. 사회주의 및 기타 주장 미국에서 사회주의가 부상하는 것에 우려를 표했다. 연준은 미국 국민이 아니라 소유·통제하는 이들을 위해 일한다고 주장했다. 투자 조건 및 리스크 현금화 및 자산 디플레이션 리스크가 핵심 경고 대상이며, 구체적인 종목 매매 지시는 없다. 출연자 전망 미국 경기침체 진행, 자산 버블 붕괴, 중앙은행의 추가 화폐 발행이 예상된다고 봤다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. in a recent interview legendary contrarian investor dr. Marc Faber warned that the huge asset bubble will be deflated and we are already in a recession saying forget about the coming slowdown because the economy has already been backing up for months and were likely already in a recession dr. Marc Faber explained when I started to work in 1970 on Wall Street the stock market capitalization of the US as a percentage of GDP was between 25% and 30% now the stock market capitalization alone as 150 percent of GDP and when you add the bonds to it we are at 300% it's a huge asset bubble compared to the real economy I think no matter what they do this asset bubble will be deflated and it will be very painful the asset holders are the powerful ones here and they don't want it deflated the question is would it have been better economically to go into the hospital in 2008-2009 and clean up the system rather than to essentially inject the sick patient with more opioids to keep him alive it's going to get much worse the next time it happens economist and editor of the gloom boom and doom report continues explaining investors are relatively complacent nobody thinks a recession has begun I think a recession in the u.s.

02. probably began in October November of last year if you define a recession as peak economic activity and subsequent declining growth rates that can turn over all negative in the process I think this is happening now in the world we are probably already in a recession the central banks in my view will continue to do more or less what they have done in the past namely print money it's a huge asset bubble compared to the real economy I think no matter what they do this asset bubble will be deflated and it will be very painful the asset holders are the powerful ones here and they don't want it deflated the question as would it have been better economically to go into the hospital in 2008-2009 and clean up the system rather than to essentially inject the sick patient with more opioids to keep him alive it's going to get much worse the next time it happens he added Faber also expressed his concern about the rise of socialism in America I can assure you that people who lived under socialism and communism in China Russia and Eastern Europe that is the last thing they want to go back to the last thing the Westerners who have never experienced the devastating lifestyle under socialism and communism are amenable to the idea the Millennials think the government should do more they don't know what that means when the government can do more it can do everything they can have people build bridges in the desert where no bridges are needed to keep people busy and that leads to a complete economic calamity Faber is right on about the central bank's being the source of the problem true consumer inflation is running nine to ten percent already while unemployment as twenty three to twenty four percent the Fed killed the dollar and replaced it with the essentially worthless Federal Reserve note that is only functional because the Kahn is still on worth about two cents on the actual dollar I would say that's a rather severe debasement fully accomplished and QE eventually produces hyperinflationary headwinds that will blow us all down this is meant to terrorize the public into accepting communism world government and cashless enslavement to the banking system by land they will tax it until you can hold it I hate to say it but this is war the globalist central banks have openly declared war on humanity the Fed does not work for the American people its goal as to enrich those who own and control it period this was the Atlantis report please like share and subscribe thank you