Peter Schiff: called the Everything Bubble crash, every year

요약 보기

결론: 피터 쉬프는 오랫동안 거품 붕괴를 예고해 왔고 지금이 그 시점으로 보이지만, 금은 장기 강세 전망이 있어도 당장 1~2주 내 하락 국면이라 단기 스윙 관점에서 접근한다. [쉬프와 거품 붕괴 예측] 피터 쉬프는 오스트리아학파 기반의 견해로 지난 7년간 '에브리싱 버블(Everything Bubble)' 붕괴를 매년 예측해 왔다. 진행자는 이제 그 예측이 실현되고 있다고 평가한다. [금 전망] 이번 주는 주식시장 하락과 함께 금도 동반 하락하는 흐름이다. 장기적으로는 금에 강세 전망을 갖고 있다. 향후 약 2주 뒤 사이클이 반전되면 금이 몇 주간 중기 반등을 보일 것으로 예상한다. 금은 신용 수축 국면에서 주식이 오르는 동안에만 좋다고 본다. 향후 약 한 달 반 동안 금을 스윙 트레이딩하고, 이후 2년 정도는 금이 괜찮을 것이라 본다. 금이 다음 대형 버블이 될 수도 있다고 언급한다. [쉬프 금 펀드] 쉬프의 금 펀드는 일반 증권계좌에서 거래할 수 없고 운용사에 연락해 자금을 이체해야 해 매매가 불편하다. 보관(커스터디) 위치와 상대방 위험이 불명확하다고 지적한다. [은·비트코인] 은과 비트코인은 아직 화폐처럼 작동하지 않고 주식과 함께 폭락하고 있다. 두 자산 모두 버블이 꺼지는 중이므로, 화폐처럼 행동하기 전까지 관심이 없다고 밝힌다. [국채] 국채는 화폐처럼 작동하고 있어 약세장 3년간 보유할 좋은 자산으로 본다. [국제 펀드·은행] 이머징 및 해외 펀드는 현재 좋지 않은 위치라 매수하지 않겠다고 한다. 국제 은행, 특히 소형 국제은행이 가장 큰 위험에 처해 있고, 해당 은행과 기업들이 자금을 구하기 어렵다고 본다. 해외 펀드는 숏 대상으로 볼 수 있지만, 쉬프 펀드는 증권계좌에서 거래되지 않아 공매도도 어렵다고 말한다. [리스크] 글로벌 신용 수축과 금융 위기 국면이 핵심 리스크다. HSBC가 GLD의 보관기관이며 재무 위험이 있다고 지적하며 GLD는 피하겠다고 밝힌다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. so I did a Peter Schiff video on the stock trading charts and I think the upload failed I don't know I don't know if I have a Peter Schiff video or not I've been having trouble with some uploads with the trading view platform but I wanted to say that 2020 might be the year of Peter Schiff this is Brian Lewis with mmt investing and things just changed so Peter Schiff is has very sound Austrian economic fundamentals and he he forecasts the everything bubble popping every year for like the last seven years so eventually you're gonna get it and uh and I hey we got it I think we got it so so I think that uh I think that Peter Schiff and the gold fund are that are looking good but not this week because we're kind of in a down move this week and gold comes down with the stock market during this kind of a cycle but I think there's a long term bullish outlook for gold and I think Peter Schiff definitely smashes that like button right now please to help me out with the YouTube algorithm yeah so I guess I just wanted to talk about monetary assets a little bit more and talk about Peter shifts gold fund he has a gold fund that I can't figure out how to trade so I think to put your money in his fund you have to like call them and transfer your money over and then it's like a long-term position and you can't just trade the fund like you could like the Sprott physical gold fund you can just trade it in a brokerage account so like his gold fund is not super interesting to me for that reason and I don't know where he volts as gold or how is how it's fun to set up I don't know what the counterparty risk is but I know that the Sprott physical gold fund is bolted in Canada and I know that the GLD gold ETF is the custodian is HSBC who is a scary bankrupt international bank that is really in trouble right now during this financial crisis I will not be touching GLB and I would look into Peter Schiff gold fun but I can't I can't really trade it and I don't want to hold on to gold long term from where we are right now and the credit cycle I think that gold is good on the ups during like the bounces during this credit contraction while we're bouncing kind of down and then yeah and then I think it'll be bullish for a few years after that and I think gold could even be like the next big bubble like silver and then Bitcoin we're so in this crash silver and Bitcoin are not acting like money like they are crashing with the stock market and they're not bouncing back up and I think that silver and Bitcoin are still coming down off of their bubbles I mean they both had huge bubbles and Silver's still coming down and bitcoins just now coming down and and they're not acting like money so I won't be interested in either silver or Bitcoin until they start acting like money but gold is acting like money Treasuries are acting like money so I think those are good assets to have in a bear market for the next three years and I think in about two weeks when we get a little reversal in the cycle gold will be good for a few weeks as as an intermediate kind of up move and trading but gold is only good while the stock market's going up when you're in the middle of a credit contraction cycle so I'm swing trading gold for the next month and a half and then after that Gold should be pretty good for a couple years and a gold fund like that might be interesting and then I also wanted to point out Peter shifts in emerging market and international funds are in a bad spot right now I won't be touching those for sure because this everything bubble pop is a credit contraction cycle of the world monetary system and the people that are at the most risk right now are the international banks who the Fed is trying to bail out and reconnect right now and then the smaller international banks are having a really hard time staying profitable or staying in business and they're not loaning money to the international businesses so that's the international funds is those banks and those businesses that are in a whole lot of trouble and cannot get money right now so I mean definitely I'm not interested in going long on any of that stuff I might look at that as like a short but I mean I don't think he gets short Peters funds because they're not really traded on the on the brokerage accounts so that bets look at Peter Schiff and his gold phone and his bubble popping prophecy that's finally coming true right now