저자: 미상 · 외국인
요약 보기
결론: 레이 달리오는 과잉 재정·통화 확장으로 달러 신뢰가 훼손되어 달러 기축통화 지위가 위협받는다고 경고하며, 채권보다 주식과 금을 선호하라고 했다. 달리오 주장: 주식과 금은 재정지출·통화 공급으로 이득을 봤으나 이것이 통화를 훼손하고 있다. 주요 선진국 통화와 금·은·백금이 달러 대비 강세를 보였다. 2020년 7월 기준 채권·현금은 마이너스 실질수익이라 주식과 금 선호를 권했다. 영상 진행자 견해: 달리오의 현금 무용론은 고자산가 관점이며 미국인 다수는 급여 생활자이므로 현금이 필요하다고 비판했다. 다만 고순자산 투자 관점에서는 달리오 논리를 이해한다고 덧붙였다. 대안 통화 논쟁: 금본위제 복귀 가능성을 거론했으나 혼란이 크다는 점을 인정했다. 암호화폐가 대안이 될 가능성은 낮다고 봤고, 법정화폐는 신뢰에 의존하므로 실물 금이 재인쇄가 불가능한 대안이라고 주장했다. 사례: 코비 브라이언트 경기 마루 조각 경매(추정가 50만~100만 달러)와 1986 페어 마이클 조던 카드(2003년 77,000달러 낙찰) 사례로 공급이 늘면 가치가 떨어진다는 논리를 설명했다. 금 사례: 금 1kg를 약 54,000달러에 매입해 3개월 뒤 약 67,000달러로 오른 사례를 들며 실물 금 매수 열풍을 언급했다. 리스크: 양적완화가 계속되면 달러 가치 하락과 경제 악영향이 우려된다고 했다.
다듬은 글
Dalia warns of threat to Dollar as Reserve currency for everybody that knows Ray do I've had a chance to interview him and he's a fascinating guy uh his book is a book if you've never read it you have to read it's a mustre book uh principles 650 pages of pure Brilliance uh on how we build his business into being I think the 18th richest man in the world uh Ray Dalo warns of threat to Dollar as Reserve Curr while equities and gold benefited from the trillions of dollars in fiscal spending and monetary injections those efforts are debasing the currency and have raised the possibility that the US will go too far in testing the limits of government stimulus Dalo said Tuesday in an interview with Bloomberg television there is so much debt production and debt monetization says Dalo all of world's major developed currencies have gained against the dollar as have previous ASAP precious metals as gold silver and platinum Dalo said in July that investors should favor favor stocks and gold over bonds and cash because the latter offer a negative rate of return and central banks will print more money thoughts on Ray doio so respect to Ray doio obviously a brilliant businessman but my question is do you think Ray Dalo is more concerned and focused on the 1% or the 99% um you know he's his world is a high you know affluence people that are hnw H and high netor you know he's he's de High net worth 30 million plus is who he's dealing dealing with but at the same time he is still making a general statement I did make a video about it and I responded to him saying cash is little Trash that's what I was going to bring up his audience are people that are money people yes right so he came out I think this was in davo Switzerland during the economic Forum or whatever that was this was earlier in the year right I mean talk about horrible timing he came out a month before the pandemic and he basically said baking news guys cash is trash get out of Crash get out of cash pandemic happens people are like what the hell are you talking about dude what do you mean cash is trash I have no money I need cash I just lost my job what are you talking about he looked very out of touch with that now I actually did some research on that back in the day if you're worth $50 million $100 million a freaking billion dollars yes you should be investing in businesses in real estate you should be in the stock market you shouldn't be so much in cash so that's why I asked my question is he Focus more on the 1% the 99% I focus me and sou talks money I focus on the 99% I did a video basically saying how out of touch is Ray Doo that he's thinking cash is trash most people are living 78% of Americans are living paycheck to paycheck 40% of Americans don't have 400 bucks to cover an emergency 70% of Americans don't have a thousand bucks to their name and you're telling me that cash is trash what are you talking about dude so it's a little out of touch but at the same time as someone who also deals with high net in high net worth individuals the life settlement business I get where he's coming from so it depends on your audience that you're looking this topic specifically is currency okay so let's talk currency he is he is right when it comes down to so here can I respond to the currency so if the US dollar is not going to be the reserve currency my question would be what's the alternative what's going gold standard is what you're talking is that where you're I don't know is that where it's going to be what what other what are the other main currencies to go to the gold standard would be uh I mean it'd be catastrophic for a lot of people okay but the Fiat system is not working period especially if they're going to keep printing cards over and over again you know right now this whole new thing came out with Kobe Bryant's if you can pull it up K I don't if you can search it and find it Kobe Bryant's last game Heritage came out and they send me this material they contact me saying you may be interested in something like this and uh it's it's Kobe and you'll see how this is going to go into Ray Doo's conversation I knew you were going to get there Kobe Bryant type in Kobe Bryant uh just typ in Kobe Bryant um should come up right there let's see which one it is no go back put floor put floor sign floor there you go good so there you go first one right The Bleacher Report click on that so this right there when Kobe shooting that shot you see that eight behind uh Larry Nance Jr right there that floor that one block 16 ft by 8 ft right there that's being sold right now on American Heritage it looks like the bottom right to click on the bottom one the eight just the panel right yeah write to click on that see if that gets bigger at all okay so they don't have it you can't see it like okay right there that's being sold and this right here Kobe signature is on number eight this is his last game where he scored 60 points so American Heritage announces there American Heritage American heritage heritage option okay got you I'm thinking where's he going with this I saw where your mind was at Heritage auction I'm like you said that I'm like what are you talking about Heritage auction shout out to Heritage auction Heritage auction that's his last two points by the way his last two points when he scored 60 points and Shaq said go for 40 and then he went for 60 that's being sold it's starting bit is $150,000 they're estimating a half a million to a million dollar is what it's going to go for how many of this are there in the world zero only one that one only one now here's the question if Kobe had done a 100 of these you think it would sell for a half a million dollars no it wouldn't sell for half a million dollars so Michael Jordan's card bgs N9 a half sold for $777,000 uh Kai type in Michael Jordan at the top right type in Michael Jordan 1986 Fleer f l ER bgs 9 and a half I BG not J not BJ bgs your mind your bgs 9 and a half 9.5 not like that that's a okay 9.5 yeah he is he's getting crushed $77,000 just type in 77,000 got it some of us type it different way but 77 like the seeven put a dollar sign ahead of it and just put some zeros next to it put a dollar sign right there and then put comma C MMA comma z z incar pound guys I promise you kais very very he's intelligent as they get but uh this is a different ball game okay right good is that the one okay so it's so go back Kai go back this card go keep going down keep going down keep going down keep going down let's see if the story comes up keep going down this card sold 9 years ago for $77,000 I don't know if you see the article it's got to be somewhere there there it is right there uh uh go back one I don't know if you saw it where it's at 76 77,000 in 2003 right here that one right here Kai yeah right there click on that it sold for $77,500 okay we can't get through it apparently it sold for $77,500 okay that's in 2003 that card not that's a PSA 10 but a bgs 9.5 sold for $77,000 in 03 you know why there was only one of them in the world one of one there's only one it was one of one you know what that sells for today on eBay you can buy it probably for $2,000 today so that card 17 years ago was worth more than it is today why 17 years ago there was only one of them today there are hundreds that are bgs N9 and a half so it's very simple the more you print the dollar the dollar is going to take a hit if the dollar takes a hit then you have a lot of you know good analogy by the way yeah a lot of bad things could happen to the economy and this is what quantitative easing is so for somebody that's listening to this and they say quantitative easing somebody listen I don't even have a clue what the hell that means maybe it's about my pay grate it's not anytime you hear quantitative easing it means they are printing money the more they print money the value money goes down when the value of money goes down value of gold goes higher because you can't print more gold this is why buying gold physical gold is something you're seeing a lot of people do today we did a recognition I bought a borrow gold to give away to one of my guys who got it by the way you know who got it Ricky Ricky a got the bar of gold when we bought the bar of gold we bought it for $54,000 by the time we gave it to him three months later it was worth $67,000 so he got a kilo of gold that we paid 54 when we gave it to him 67 he can go exchange it that thing get $65,000 he bought a Rolls-Royce the next day he he actually did he actually did buy a black Rolls-Royce shout out to Ricky the next day that's what Ricky did so that that's this whole story of what Ray doio is talking about and he's absolutely right if we keep printing money this is what's going to happen this is why I'm not for more quantitative easing but would it would it be the gold standard we be going to or is it other the other major Reserve currencies the Euro the pound the Swiss frank the the the Yen what else would it be it it ain't going to be crypto I know all our crypto fans out there it's going to be crypto yeah I mean it's going to be you can't it's not going to be Fiat the fiat currency the way it's going is you're just trusting America to say don't worry it's worth $100 here's a piece of paper I'm telling you it's worth $100 and we blindly are believing that it's worth $100 but gold you take gold with you anywhere it's gold you cannot reprint gold so the direction we're going Ray is making a big points
Comments 0