저자: JimRogers · 외국인
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결론: 금과 은 등 원자재는 현재 역사적으로 저평가된 자산군이므로 보험 차원에서라도 보유해야 하며, 화폐 발행 확대로 인플레이션과 함께 가격이 크게 오를 것이라는 주장. 은과 금 비교: 오늘 가격 기준 은이 최고가 대비 약 60% 하락해 금(약 10% 하락)보다 훨씬 저렴하므로 은이 먼저 매력적이라고 평가. 설탕은 최고가 대비 70~80% 하락, 농산물은 수십 년간 부진, 원유는 최고가 대비 50% 이상 하락한 상태. 자산 버블 평가: 채권은 역사상 가장 비싼 수준으로 버블 상태, 일부 국가 부동산(뉴질랜드, 한국 등)은 버블이며 악화 중, 주식도 일부 시장에서 버블 형성 시작. 반면 원자재는 여전히 가장 저렴한 자산군. 원자재 수요 근거: 전기차는 내연기관차보다 구리를 몇 배 더 사용하므로 구리 등 많은 원자재 수요가 크게 증가할 것으로 봄. 투자 방법과 리스크: ETF, 현물, 주식, 선물 등 다양한 방법이 있으며 본인 지식 수준에 맞춰 접근해야 함. 초보자는 원자재를 많이 사지 말아야 한다고 경고. 본인은 현재 금·은을 보유 중이며 추가 하락 시 더 매수할 의향이 있다고 밝힘. 지금 당장은 매수하지 않고 있다고 함. 달러 견해: 미국 달러는 위기 시 안전자산으로 여겨져 보유 중이나, 과대평가되어 버블이 되면 매도할 것이라고 언급. 아직 자금 유출은 크지 않다고 봄. 출연자 전망: 금과 은은 향후 1~3년 내 '폭발적으로' 상승할 것이며 원자재는 당분간 계속 오를 것이라고 강하게 전망.
다듬은 글
uh everybody should own some gold and silver as an insurance policy if nothing else and if you're really good at it which which i'm not but if you are you can buy and make a and get the timing right you can make a fortune and golden silver so between gold and silver then which one is which one comes first and why for me today at today's prices silver comes first silver is down 60 percent from its all-time high gold is down 10 from its all-time high gold and silver are going to explode and go straight straight straight through the roof and so you should own a lot of gold and silver please go out and buy me some gold it always looks good to me i mean i have my gold right here but if you don't want to buy gold buy me some silver you know i'll take i will take both uh i i'm actually not buying either one right now although i expect to buy more uh i'm not very good at market timing but i hope that if they go down some more i will buy more of each uh-huh before the wait before this is over the next year or two or three gold and silver are going to go up a huge amount everybody should own some gold and silver as an insurance policy if nothing else and if you're really good at it which which i'm not but if you are you know you can buy and make a and get the timing right you can make a fortune in gold and silver but everybody should own some now the academics and the politicians they will say go forget gold voters sir well i'm an old peasant and all of us old peasants know we want some gold over there in the closet or under the bed if and when things go wrong despite what the academics despite what the politicians say so everybody should own some goal you have you have life insurance you hope you never need you have health insurance you hope you never need it but you better have some gold and silver and hope you never need well as i look around the cheapest asset class i mean bonds are in a bubble and never in history of bonds been this expensive stocks are beginning to form bubbles property in some countries i mean how much of one's portfolio gym do you think should be in commodities and i know i keep talking about gold and silver but you're also looking at plenty of other commodities and we'll come to that but how much do you think should be in gold and silver right now it depends on how much you know i have a fair amount in in gold and silver i've been buying it for decades i think i know a little bit about gold and silver but if you don't know what gold is or how to buy silver please do not buy much of any of it but before this is over gold and silver are going to explode and go straight straight straight through the roof and so you should own a lot of gold and silver if you know what you're doing silver's down 45 from its all-time high sugars down 70 or 80 percent from its all-time high agriculture has been a disaster for for decades you know if you look around the world oil i mean oil has been battling stronger in the last year but it's still down over 50 from its all-time high so the only the cheapest asset class i see at the moment are commodities and money printing is going on like crazy so i would suspect that commodities will continue going up for a while is this a good time then to get in and stay invested in through etfs or what would you recommend but if if a person does not own some gold or silver she should buy some more she should certainly buy some gold and silver everybody should have some gold and silver if you know a lot about it then you can buy more and you can buy a whole lot of gold and silver if you know a whole lot about them and you will get the time you can buy etfs you can buy gold itself you can buy stocks there are many you can buy futures there are many ways to buy gold and silver depending on what you know it is a very well-priced and attractive asset class the prices on a historic basis are cheap for most of them whereas demand is going up governments all over the world are printing money throughout history when there's a lot of money printing it usually leads to inflation you see inflation starting to happen the way to protect yourself and the way to make money hapa is to own the things that are going up in price well the price of silver is going to go up in price the price of many commodities ava copper for instance it looks as though we're all going to have electric cars in the future well electric cars use several times as much copper as a petrol car so the demand for many commodities is going to go up a lot and they're printing a lot of money the way to make money and to protect yourself is to own those things i am looking every day for the place to put my money i have not found a suitable long-term place yet i own a lot of us dollars but i not because it's sound i own it because during turmoil people look for a safe haven because of history people think the us dollar is a safe haven so i own it it's going to get overpriced before this is over then i'll have to sell it could turn into a bubble i'll certainly have to sell it if it turns into a bubble but not yet i mean yeah some money is leaving but not huge amounts yet so between gold and silver then which one is which one comes first and why for me today at today's prices silver comes first silver is down 60 from its all-time high gold is down 10 from its all-time high so on a historic basis silver is much cheaper if i were buying either one of them today i would myself okay fair enough and in terms of commodities vis-a-vis what we're seeing otherwise in equity markets how do you think you know it stands on a relative basis as an attractive investment option as you look around the world we know that bonds are above bonds have never been this expensive in the entire history of the world so that's a boat if you look at property in some countries new zealand korea some places property is a bubble and getting worse if you look at stocks i mean stocks are beginning to form bubbles amazon never goes down samsung goes up every day 10 cent goes up every day the indian stock markets making new highs so stocks are certainly not cheap they're becoming forming bubbles in some places the cheapest asset class in the world commodities silver is down 60 percent from its all-time high sugar is down huge from its all-time high these are not bubble numbers commodities are still the cheapest asset class right now gold and silver are going to explode and go straight straight straight through the roof and so you should own a lot of gold and silver please go out and buy me some gold so i would suspect that commodities will continue going up for a while the way to make money and to protect yourself is to own those things bye
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