저자: JimRogers · 외국인
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짐 로저스는 현재 세계 경제는 과잉 통화 발행과 부채 증가로 비교적 견조하지만 인플레이션과 금리 인상으로 취약해지고 있다고 진단한다. 전쟁이 끝나면 중앙은행 우려 완화로 큰 랠리가 나오겠지만 그것이 마지막 랠리가 되고, 이후 본인 생애 최악의 약세장과 경기침체가 온다고 본다. 2008~2009년보다 부채가 훨씬 늘어 이번 하락이 더 심각하다는 입장이다. 사우디 등 산유국의 위안화 결제 논의를 두고 달러 기축통화 지위 약화 가능성을 언급한다. 미국의 제재 남용이 각국의 달러 이탈을 가속화하고 있으며 이는 미국 경제에 큰 위험이라고 주장한다. 암호화폐는 거래 수단으로만 보면 괜찮지만 화폐로 자리 잡으면 정부의 통제 도구가 될 수 있어 회의적이다. 많은 코인이 0으로 사라졌다고 지적한다. 다른 전문가들도 하이퍼인플레이션, 스태그플레이션, 경기침체 가능성을 언급하고 있다. 영상 작성 시점 비트코인은 약 41,200달러, 이더리움은 3천 달러 근처였다. 출연자 전망 요약: 단기 랠리 후 중장기 대형 약세장과 경기침체 예상, 달러 지위 약화 우려.
다듬은 글
so we're going to have in my view the war is going to end someday and when it does we'll have a big rally in the markets because people are not so worried about central banks anymore the central banks are scared have a big rally and that's the last rally and then we have a bear market and we have the worst bear market in my lifetime and which means we also have a bad economy the debt i mean adam this may sound dramatic but we had a bad market in 2008 2009 bad economy since then we and that was because of too much debt adam since then the debt has skyrocketed for a while now american investor and financial commentator jyn rogers has been warning us about the increasing risk of a bear market and recession and it is not going to be any ordinary recession or bear market the 79 year old believes it will be the worst he has witnessed in his lifetime in 2021 rogers predicted that the recession would hit many economies very badly that was before russia a major producer and exporter of many major commodities invaded ukraine throwing even more uncertainties and imbalance into the mix now rogers is certain that the economic downturn will be worse than he previously predicted in a recent interview rogers explains that he still sees a severe recession sometimes in the near future before that happens the guest professor of finance at columbia business school states that two other things have to come first first he says the war in russia has to end which would then be followed by a big rally as investors pump money back into the markets rogers adds that the rally will not last because of the existing problems unchecked money printing and skyrocketing debts since nothing is being done to check these existing problems rogers believes the global economy will naturally slip into a terrible recession before we get to roger's part of the interview remember to give this video a thumbs up and subscribe to the channel we appreciate your continued support let's dive right in what is your current assessment of the global economy and financial markets right now well well they're two different things the economy is in the financial markets but most economies are and continue to be reasonably strong because there was so much money printed and so much money borrowed and spent and you know adam if you give me a trillion dollars i'll show you a very good time and we're all having a very good time uh i don't know how much longer it can last it is leading to inflation which is leading to higher interest rates and then of course there's war as well war has never been good for anybody except a few few generals uh but the rest of us suffer so we're going to have in my view the war is going to end someday and when it does we'll have a big rally in the markets because people are not so worried about central banks anymore the central banks are scared have a big rally and that's the last rally and then we have a bear market and we have the worst bear market in my lifetime and which means we also have a bad economy the debt i mean adam this may sound dramatic but we had a bad market in 2008 2009 bad economy since then we and that was because of too much debt adam since then the debt has skyrocketed can't even count how much the debt is up since then so the next bear market has to be the worst in my lifetime i'm not trying to scare you i'm just telling you facts last week there were reports that saudi arabia was in talks with china to accept the chinese yuan instead of the dollar for oil sales the new story was so big because such a move could signify the end of an era for the united states and the dollar rogers explains that the sanctions against russia have shown countries just how much power the united states has over them through the usd so if countries like saudi russia china india and other economic giants ditch the u.s dollar what happens to the already troubled u.s economy listen to rogers explaining his view on the issue buy drugs buy your girlfriend a coat you do whatever you want to with an international medium of exchange but now if washington gets angry at you they put sanctions on you and you cannot use it so needless to say lots of countries are saying wait a minute we got to find something else because if america ever gets angry we're in real trouble so china russia india brazil many iran many countries are now looking frantically have been but now it's accelerated looking for something to compete with the us dollar i don't like saying it out i'm an american but i have to face facts and what washington is doing is ending 100 years or so or 80 years or so that the u.s dollar has been the world's reserve currency not good for you not good for me certainly not good for our being a crypto channel we are always most interested in discussions about cryptocurrencies and other digital assets though rogers has previously said he finds the massive growth of the crypto market phenomenal he is not completely sold on the possibility of digital currencies he explains that making money computer based or digital will only make it easier for politicians and governments to manipulate things so he prefers them to remain trading vehicles my more serious my deeper concern is and i know a lot of people who've made a lot of money to trading crypto many many many computer currencies have disappeared already and gone to zero as i'm sure you know but everybody's working on it including the us all money is going to be on the computer eventually it already is in china in china you cannot take a taxi with money chinese money you cannot buy an ice cream with money in china you have to have it on the computer they're ahead of us but everybody's going to be there but when the u.s says okay adam this is money now but if you want to use that money over there you can use that money over there that's not to what bureaucrats and politicians think they want control they want monopoly i don't like it but they love it so that's why i have not as long as cryptocurrencies are just trading vehicles who cares but if they become successful as money as the bulls say then i'm skeptical jim rogers is not the only financial expert that sees troubled times ahead many other top experts in institutions have talked about the possibility of hyperinflation stagflation and a recession currently the market is still riding the wave of the recent interest rate hike bitcoin is up by eleven percent over the past month at forty one thousand two hundred dollars per coin ethereum has had a thirteen point forty five percent increase over the past month and is currently less than a hundred dollars shy of the three k mark do you believe there is going to be a recession and how badly do you think it would impact the crypto market let us know your thoughts in the comment section below thanks for watching you
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