저자: JimRogers · 외국인
요약 보기
Jim Rogers는 금과 은을 추가 매수했다고 밝히며 장기 보유 의사를 전했다. 미국 달러를 현재 가장 유력한 대피처로 보고, 중국은 여전히 매도 대상이 아니며 자녀에게 물려주고 싶다고 했다. 중국 내 관광·교통 등 중산층 소비 분야에 관심을 보였고 부동산은 잘 모른다고 했다. 관세는 역사적으로 경제 운영에 성공한 적이 없다며 반대했고 결국 철폐될 것이라고 봤다. 대체로 극단적 붕괴 예측이라는 제목과 달리 본문에서는 구체적인 가격 방향 예측이 거의 없다.
다듬은 글
I pretty much take positions and pretty much stay with them for a while. At least that's historically the way I have acted and more or less doing that now. So, so you're saying you've been adding also to gold and silver recently again despite elevated prices especially in gold. I certainly do own more gold.
I do own more silver. I mean, I'm not rushing out to jump in and out, but when an opportunity comes along, I have bought more silver. I have bought more gold. I certainly have not sold I do not plan to I hope I'm smart enough to sell my gold and silver. I hope it's for my kids. No, makes a lot of sense.
It's a big safe haven investment here, of course. And you you also said that uh you bought a US uh cash or you raised cash, meaning you bought US dollars, not because it was a safe haven investment like gold and silver, but because everybody likes the dollar and and regards it more of a safe investment.
Is that still the case there? Yes. Yes. I don't see another alternative, another currency that I could revert to. If you know another currency I'm looking for, by all means, please tell me. Uh, don't announce it out loud. Send me a private email because I'm looking. But at the moment, the US dollar seems to be the prime place for me to put money.
Uh, yes, I I know everything negative about China. We all do. Uh, but I don't see any reason to sell China. Not yet. Uh, I I think my children I hope my children will have my Chinese share someday. What what what sectors are you most excited about in China? So, real estate, of course, has been a bit of a problem sector.
Um, where do you see the opportunity? What what sectors are most of interest to you? Well, I'm usually not much of a real estate investor because I'm not smart enough. But I mean nearly everything in China, tourism, transportation, I mean the Chinese, the Chinese now have a huge middle class and the middle class wants what people everywhere want.
They want to travel. They want to see the world. They they've got a gigantic travel industry in their own country. And but likewise in the world, if you go to Paris now, they're Chinese everywhere. No matter where you go, the Chinese are out there and they want to travel and see and explore. And that I hope is an opportunity for all of us.
Well, the Chinese are not imposing tariffs on anybody that I know of. Kai, that's Mr. Trump's idea. Historically, tariffs have never been something that's usually been successful anywhere. Restraining trade has not been a useful way to run a country or to run an economy. So I am not a fan of tariffs.
They've happened hundreds of times throughout history and they will happen many more times, I'm sure. But that's not a way to run an economy. Not a good not a good not a good operation for anybody, including Mr. Trump. I'm sure that we will all get rid of the tariffs again and trade will continue to open up.
So, you're putting tariffs more into the noise category. If I were to, you know, go go along the lines of a conversation here, Jim, to the conversation that it's not a conversation Mr. Trump puts on tariffs. He says that's good for the world. He says it's good for him. He says it's good for America.
And it certainly helps some people for a short period of time. But I my reading of history tariffs have not been a successful successful way to run an economy or a country. Yes, it certainly helps a few people a few times, but it's not usually not a lasting
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