저자: JimRogers · 외국인
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다듬은 글
gives me great pleasure now to bring on board uh Jim Rogers author of Street smarts and Adventure on the road in the markets Jim always a delight and always a pleasure to have you on ET now now before is he ready can I go to him okay can I see the Silver Chalice can I see the silver coin hopefully more gold coins this time coming out of your pocket well I am very keen on India and I am very keen on gold and silver but I do not own any Bitcoin uh and never have I don't see the purpose of Bitcoin I I know it's a trading vehicle but I do not see any reason for me to buy or sell I'm not a good Trader Jim while we know your thoughts on bitcoin I just want to draw a parallel for the benefit of our viewers Bitcoin was supposed to be an alternate to currency it was supposed to be a better store of future purchasing power at a time when Central Bankers are just printing money that was the promise and entire provis of Bitcoin but right now Bitcoin and gold they both are rallying together so Bitcoin is risk gold is safety why is that well I would be very happy if the world had alternatives to government money but the problem is governments have the guns and the governments are unlikely to say okay this is money but if you want to use that money you can use that money we don't care that's not the way governments think certainly not in the United States I don't think governments will ever give up their Monopoly on money I wish they would but I don't think they will so I do not see much of a future for cryptocurrencies as money Jim gold specific Ally is always always supposed to be a hedge against inflation or a bet when the world is looking uncertain but if I look at the current setup macro setup us has averted a recession so why do you think gold is rallying when recessionary fears are over well gold is rallying because I mean you and I are not the only people who know that there is inflation and the governments continue to print money we have to use something to save ourselves gold always and silver always have been protectors and now of course many people are using Bitcoin I am not using Bitcoin I use gold I use silver if I were buying something today I would buy silver it's much much cheaper than gold but I am not buying Bitcoin you've been a long Bull on agrarian Commodities you've been making a case that uh nobody wants to be be a farmer everyone wants to be an investment banker there you go that's the silver challenge gy I was talking about well everybody I know wants to go to business school and be an investment banker you're right very few people want to be a farmer farming is a very attractive industry right now because nobody wants to be a farmer Farmers all over the world are getting old and dying and retiring so agriculture has a great future but some people prefer Bitcoin not me Jim I remember a conversation we had five years ago you were bullish on Rice then you were bullish on sugar so if you have to talk about specific agrarian Commodities which Commodities based on your understanding of demand and Supply you currently bullish on from the agre stack I always try to what I do when I'm looking at commod is I look to see what is the cheapest it's very easy you see what is up and what is down and I start looking at the ones that are cheap yes I mentioned sugar a long time ago I mentioned several things because they were cheap and I have found that when you find a commodity that is cheap compared to the others you very often make money I much prefer sugar or rice to bitcoin Jim you've also expressed your thoughts in the past on crude oil prices and your view was that world is running out of oil there is limited oil and there is more demand uh China is guzzling India is now a big buyer of hydrocarbon uh do you think that the deck is now getting ready with world normalizing that crude another bull market cycle could start there and what is two-digit right now could become three-digit in coming months or years well I mean you can look out the window Asia is booming and people in Asia use more and more energy more and more oil and gas and that is going to continue and while India and China and Asia use more and more energy we are not finding more sources more supplies nobody is finding and the supplies the known supplies of oil and gas continue to decline so I don't know what you will do with your money but I had much rather own hydrocarbons oil gas coal than most other things because I know the world is running out and I know that much of the world is booming including India it sure is and we are living in one of those unique times when Equity gold Agri Commodities all of it is in a super bull run but you know Jim interestingly one of of our researchers pointed out that uh cocoa prices have zoomed a fair bit in the last one year uh tell me within the Agri commodity basket U and outside of rice and sugar what else do you think could be a good trade well just about anything to do with agriculture you pointed out Coco I mean Coco is going through the roof uh situation in the world is that there are not many people who want to be farmers anywhere in the world for anything whether it's cocoa or sugar or whatever it is so I know that the supply of Agriculture is going to be under sugar under pressure in the next few years people just don't want to be Farmers they should be but they want to go to Wall Street they want to go to the city of London they want to go to Mumbai look when it comes to Silver and Gold the year last your returns have seen double digigit gains for both of these Commodities well nearly all Commodities are under pressure because of Supply because for the past few decades most people don't want to be miners or Farmers they don't want to get their hands dirty so their supply of most Commodities is going to continue under pressure and demand I mean look out the window India is a gigantic success more and more people need to buy Commodities when we spoke to you last you said you were and I I repeat your your you know sentence and your answer you said I don't know why but I'm Long Dollar are you still Long Dollar I am still Long Dollar I still don't know why but I do know that everybody in the world when there's a turmoil when there's a problem they turn to the US dollar the US dollar is a bad currency America's the largest debtor in history and it's getting worse but most people think that when there's a problem they need to own dollars so I own dollars now I hope that when the dollar goes up in the real serious problems that I'm smart enough to sell and if you ask me where I'm going to put the money I don't know I do not know what will be the new compe edor for the US dollar if you know please do not announce it send me an email I I I wish I knew Jim because right now everybody's debating that what could be the next Reserve currency now Jim you like to buy something which is out of fashion you like to buy something which is cheap China was cheap China is cheap but will China remain cheap and attractive well things are cheap have a habit of getting cheaper and cheaper when there's a problem problem I own Chinese shares I have not bought any recently I am looking I am looking for Chinese shares but I have not found anything recently that's new for me usbekistan is certainly a cheap stock market it's a new stock market but I do not know many most stock markets India America Japan all these big stock markets are making all-time highs so there are not many cheap stock markets now except maybe maybe China okay China looking cheap no particular option right now in mind to uh uh to the US dollar and yeah keep betting on agre Commodities Jim Rogers always good chatting with you thank you so much for taking the time out it's always my pleasure I'm a big fan thank you okay thank you so much
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