저자: JimRogers · 외국인
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짐 로저스는 과도한 통화 증발과 미국의 막대한 부채로 인플레이션과 달러 약세, 큰 경기침체가 불가피하다고 주장한다. 미국 경제 구조: 미국은 역사상 최대 채무국이며 해외 군사 주둔 등으로 과도하게 확장됐다. 로저스는 그런 국가는 결국 쇠퇴한다는 역사적 패턴을 근거로 든다. 영국도 100년 전 최강국이었으나 50년 내 파산해 IMF 구제를 받았다. 통화·인플레이션: 중앙은행의 돈 찍기가 인플레이션을 부른다. 금리 인상으로 달러는 2022년 10% 이상 올랐지만 연준이 긴축을 완화하면 하락할 것으로 본다. 영국 파운드는 달러 대비 80% 하락했고 EU는 통화동맹 해체까지 검토했다는 언급이 있다. 시장 현황: S&P500은 올해 17%, 나스닥은 30% 이상 하락해 약세장 신호다. 설탕·은은 고점 대비 70% 하락했으나 이는 버블이 아니라 디플레이션 신호로 본다. 채권은 역사상 유례없는 버블 상태로 보여 신중해야 한다고 한다. 투자 전략: 본인은 금과 은을 보유하며 추가 매수 계획이고, 원자재 지수와 쌀 등 농산물도 보유한다. 부동산은 임대료 상승으로 현금흐름에 유리하다고 본다. 칼 아이칸 사례를 들어 저평가 자산과 인플레이션 방어 자산 투자를 강조한다. 리스크·전망: 2008년보다 더 심각한 다음 위기가 올 수 있으며, 베네수엘라식 하이퍼인플레이션까지는 아니어도 심각한 인플레, 생활수준 하락, 통화 가치 하락이 예상된다. 실업률 자연율 때문에 임금 인상 효과는 상쇄될 수 있다. 출연자 전망 요약: 장기적으로 인플레와 달러 약세, 금·은 및 실물자산 강세를 예상하며, 단기 시점은 확신하지 않는다고 밝힌다.
다듬은 글
when the central banks experience panic and resort to printing money again the Resurgence of inflation becomes inevitable historical evidence demonstrates that no country has maintained its dominance indefinitely typically Nations reach their Peak and eventually enter a phase of decline regrettably one of the recurring issues with history is that people often fail to learn its lessons recently we had a President Who displayed a lack of historical knowledge he even claimed to be smarter than history itself unlike him I humbly acknowledge that I am not more intelligent than the lessons of history and history is crystal clear on this matter no nation and sometimes its currency as well has ever sustained its position at the top indefinitely presently America finds itself as the largest debtor nation in recorded history our military presence extends across more than a hundred countries there are those who argue that we have overextended ourselves financially economically and militarily their concerns seem to hold Merit therefore it is only natural to worry if we aspire to learn and Thrive history teaches us that if we fail to heed its lessons we are destined to repeat the same mistakes rather than fearing or avoiding history We should strive to comprehend and leverage it historical patterns demonstrate that no nation has remained at the Zenith of power for more than a century or two before eventually succumbing to decline in this video I delve into the two assets that Jim Rogers a renowned advisor suggests investing in by studying and applying the insights garnered from history we can position ourselves for Success avoiding the pitfalls of the past amidst this period of economic downturn with a staggering net worth of 300 million dollars Jim Rogers stands as a singapore-based American investor and financial analyst he holds the esteemed positions of chairman and co-founder of Soros fund management and the quantum fund Rogers gained prominence through his collaborative efforts with George Soros in launching the quantum fund a venture marked by exceptional Financial Insights today he aims to share his wealth of knowledge quick-wit and endless Charisma with you the current circumstances in America do not bode well for the younger generation the magnitude of what they are set to inherit is truly mind-boggling as a person who is getting older it brings me some relief that I won't have to shoulder the burden of paying for all of this I reap the benefits while the younger ones face the consequences it's a concerning situation as the country is borrowing and spending recklessly though it may benefit Elder folks now in the short term it doesn't bode well for the future looking back a hundred years Britain held the distinction of being the wealthiest and most powerful Nation with no other country coming close however within a span of 50 years they faced bankruptcy the IMF had to intervene to rescue them this pattern of events has occurred before and often leads to the very issues we are discussing while I don't believe it will happen in 2001 2021 or even 2023 it is undoubtedly on the horizon based on my experience and observations excessive money printing will have consequences building infrastructure or factories takes time but with a few clicks online one can accumulate unlimited amounts of anything this surge in available money has caused Financial assets to flourish however history shows us that such Trends are not sustainable yet some argue that maybe this time will be different presently America holds the dubious distinction of being the most indebted nation in history as per the Bureau of economic analysis latest estimate of the country's net International Investment position or iip at the end of 2020.
Americans own a staggering 14 trillion dollars more than what the rest of the world owes to America reflecting on History we see that Britain wants the epitome of prosperity and development in the 19th century faced a severe famine as did Ireland during that same era real GDP per person quadrupled between 1780 and 1870 reaching 3263 dollars per person inflation tends to occur when the government prints more money as discussed earlier property and many stocks have experienced surges but one area that remains relatively affordable is real assets the price of sugar for instance has declined by 70 percent from its all-time high suggesting that it is not caught in a speculative bubble similarly silver has experienced a 70 percent drop from its peak these are not signs of a bubble but rather indicators of deflation inflation will escalate if the money supply grows faster than the national economy this year the S P 500 has lost 17 percent of its value while the tech heavy NASDAQ has plummeted by over 30 percent signaling a bear Market in an interview with CBS News Janet Yellen the 15th chair of the Federal Reserve or the FED expressed her concern about inflation acknowledging its colossal impact on Americans notably Yellen oversaw a program to sell mortgage and treasury bonds that the FED had purchased to stimulate the economy throughout her tenure she maintained low interest rates while witnessing a rise in employment and wages since the 2008 financial crisis Global debt has skyrocketed to astronomical levels it is my belief that the next Crisis will be the most severe In Our Lifetime considering the ever-increasing debt one might think this is an exaggeration but the evidence is clear when one looks out the window the debt continues to rise each day I have witnessed the consequences firsthand in 2008 and I expect the next downturn to be even worse while hyperinflation similar to Venezuela's case may not occur rapidly in the U.S there is a real possibility of serious inflation a decline in the standard of living and a devaluation of the currency history has repeatedly shown us that these are the inevitable outcomes the financial crisis of 2008 was primarily caused by Cheap credit and loose lending rules resulting in a housing bubble when that Bubble Burst numerous individuals lost their homes and jobs leading to the Great Recession it is important to compare major currencies such as the dollar and the British pound in 2022 the dollar experienced an increase of over 10 percent reaching levels not seen since 2002.
however if the Federal Reserve changes its aggressive rate hike strategy the dollar would likely decline on the other hand the British pound is plummeted by 80 percent against the US dollar this decline reflects concerns about having a currency tied to a single country the European Union has even considered terminating its monetary Union and potentially introducing parallel currencies for its member states if you believe that your job provides permanent security and shields you from the effects of an economic downturn you might soon find yourself seeking higher salaries to compensate for anticipated inflation however keep in mind that the natural rate of unemployment could nullify this increase in employment cost While most people suffer during crises there are always those who emerge in a better position than before we've seen examples of wealthy individuals profiting during the collapse of Germany in the 1920s and the Great Depression in America during the 1930s although the majority didn't fare as well if you make the right choices you can Thrive personally I invest in silver and gold and I plan to increase my Holdings in the future I may not have the best timing but I firmly believe that both assets will Skyrocket despite Mrs Yellen and Mr Powell's assurance that gold and silver are unnecessary as an old peasant I know better in times of collapse gold and silver provide a measure of security they won't solve all your problems but they can certainly offer some assistance therefore I continue to invest in both Metals additionally I diversify my portfolio by investing in commodity indexes if commodity prices rise it is a clear sign of inflation for instance the price of rice has gone up indicating inflation consequently I hold rice and other agricultural Commodities as part of my portfolio at present bonds appear to be in a bubble worldwide never before in history have bonds reached such elevated levels therefore unless there is a special circumstance I would be cautious about investing in bonds the 1930s were a challenging time for the average American the stock market crashed in 1929 and experienced subsequent declines however even during those tough times it was possible to make money into Safeguard one's wealth by investing in inflation-proof assets such as Commodities and real estate Commodities like gold and silver often Thrive during periods of inflation making them suitable additions to an Investment Portfolio seeking protection against inflation stocks and bonds do not consistently outperform Commodities when inflation rates are high although they do tend to fare better when inflation decreases real estate is another Avenue to consider as rental prices tend to increase alongside real estate inflation thereby boosting cash flow for property owners with Rising prices and interest rates the demand for rentals is projected to rise Carl Icahn a notable figure in the investment World serves as an example of someone who navigated the economic crisis skillfully icons sold three homes in 2007 earning nearly 1.3 billion dollars more than double his initial investment during the economic downturn he acquired the bankrupt Fountain Blue property in Las Vegas for approximately 155 million dollars eventually he sold the unfinished complex for over 600 million dollars in 2017.
again more than double his initial investment icon success can be attributed to his boldness adaptability and value investment philosophy he invests in businesses that are undervalued and disregarded by others remember no investment strategy is foolproof and the market can be unpredictable however by learning from the successes and failures of others we can all enhance our financial knowledge and increase our chances of building a palatable net worth in my next video I will delve into the specific steps you need to know for investing in safe assets this valuable information will Empower you to grow your wealth and alleviate the stress of worrying about everyday expenses we are a diverse Community United by our shared goal of financial prosperity together we can learn from one another's accomplishments and failures pooling our Collective wisdom for greater success so make sure to subscribe and turn on the notifications Bell to join me in the journey towards a stronger richer and more prosperous future thank you for watching
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