Jim Rogers - "Printing of Money Have Never Worked" | Back to gold & silver | Aug 19, 2020

요약 보기

결론: 실질금리 마이너스와 무제한 통화 발행 환경에서 금·은 가격은 더 크게 오를 가능성이 높으며, 본인은 2019년 여름부터 금을 계속 매수 중이다. 통화 정책 전망: 역사적으로 돈을 찍어 문제를 푸는 방식은 장기적으로 통하지 않았고, 결국 통화 가치가 떨어진다. MMT 같은 이론도 결국 실패할 것이라고 주장한다. 금·은 전망: 일반 투자자의 관심이 늘며 금 가격은 2000달러/온스를 넘어 사상 최고치를 경신했다. 금은 더 크게 오를 것이며, 과열되어 버블이 될 수도 있다고 본다. 은도 훨씬 더 오를 것으로 기대한다. 워런 버핏의 배럭골드 지분 매입에 대해서는 늦은 것이 아니라고 평가했다. 과거 조정 언급: 2011년 금 버블 이후 50% 조정이 있었고, 그 조정은 이미 나타났다. 다만 추가 조정은 있을 수 있으며, 본인은 시장 타이밍을 잘 맞추지 못한다고 인정했다. 역사적 맥락: 1930년대 미국의 금 몰수, 1971년 닉슨의 금태환 중단 등 정치권이 금을 통제하려 했다는 사례를 들었다. 리스크: 금이 버블로 변할 경우 자신도 매도해야 할 수 있다고 언급했다. 출연자 전망: 금·은은 1~3개월 단기보다는 장기적으로 계속 상승한다는 견해가 중심이며, 본인은 자녀에게 물려줄 목적으로 장기 보유한다고 밝혔다. 종합: 금·은에 대한 장기 강세 견해이며, 단기 조정 가능성도 인정하는 입장이다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. now we're living in really unprecedented times we're seeing negative real interest rate environments not just in the u.s but in europe as well as everybody rushes to the bottom what do you think is going to happen to the monetary system well we always look for uh easy solutions when things get bad again read history it always happens people look for something they will make life easier and they try it they try if they if there's a if there's a theory lying around they say oh let's try that let's try that for a while that's what more money today will be mmt they will try that but in the end you cannot everybody cannot just print money or let's put it this way never in history has that worked in the long term it may work in the short term but it if it works eventually all currencies are debased and people have to look for something stable now back to gold and silver throughout history people like me have always turned to gold and silver in times like this i mean you weren't asking about gold head but david the politicians and the academics and the bureaucrats tell you gold is not worth it do not gold is a barbarous relic that's what they call it maybe but peasants like me peasants like me throughout history know that gold and silver okay it may be a barbarous relic but i'm gonna own it why do you think there's such a political incentive and this is not the first time i've heard uh heard someone say this but why do you think there's such a political incentive for uh for the governments to to keep a distance from gold why why you know why why would why would they want to subdue the populace from owning gold well historically it was because gold was money and was in the money system that's why in the 30s america confiscated everybody's gold and made it illegal and the british and other people as well it was the money system it's not now but still it is a way where politicians will lose control i mean in 1971 richard nixon said we have to stop using gold and he did because there was they were losing control and politicians don't like to lose control and so they gold is the obvious place where peasants like me will go in in bad times and i'm not the only peasant when things get really rough they're going to be millions trillions of hundreds of millions of peasants like me and so they will have to try to do something gold's at two thousand dollars an ounce now this year broke record highs we've seen a lot more interest from the retail investment space into the precious metal sector whereas before you know young people like myself for example uh have shown a lot more interest in gold whereas before they haven't really cared why the rush now why the gold rush now is it because of the co corona virus well david you should watch kitko news i mean this everywhere printing money you know printing and borrowing staggering amounts of money i'm not all of us peasants know we may not have studied economics at an ivy league university but we know that when you print money and borrow money subconsciously we know this leads to problems and so more and more of us are turning to gold and silver it's not just retail investors warren buffett recently just purchased uh barrick gold shares is he late to the party well i doubt it if i'm right gold is going to go much much much higher before this is over gold may well it'll certainly get overpriced it may well turn into a bubble i hope it doesn't because if it turns into a bubble i'll have to sell it i never want to sell my i want my children to have my gold and silver someday but i said watch kitko news you will see that the world is really doing strange unusual things never before in the history of the world have interest rates been negative never and before has a major bank like the bank of japan said we will print unlimited amounts of money sure zimbabwe prints unlimited amounts of money countries have done it but now you have major people doing it so yeah this could turn into a huge bubble and go silver could go much much higher i expect them to go much much higher before this is over i actually uh we had we had jim rickards in the show recently and he mentioned you he said that he spoke to you a few years ago at a conference and he he asked you what you think about gold prices and you had said that gold's going to the moon but nothing goes up in a straight line have we already seen the major retracement that you would have expected oh yes yes what i said to jim was usually when something has a bubble like in a semi bubble like it gold did in 2011 and then it pops and corrects by 50 and that's just the way markets work i wasn't talking about gold i was just on my markets when i said that we certainly had the major correction i thought it might be a little more but i'm not good at market timing so no we've had that correction it doesn't mean we won't have more corrections i mean gold would all markets have corrections but i'm a i've been a buyer of gold since the summer of 2019 and i continue to buy you