저자: MarcFaber,진행자미상 · 외국인
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결론: 통화 가치 하락과 경제 붕괴 가능성에 대비해 귀금속 등으로 자산을 지키되, 자산을 분산하고 몰수 위험도 고려해야 한다는 주장. 경제 환경에 대한 전망: 파버는 상황이 나아질 것이라 기대하기보다 더 나빠질 수 있다고 현실적으로 평가해야 한다고 말한다. 정부 지출(미국 연간 약 4조 달러)에서 부패로 새는 비율이 크다고 주장하며 정부를 비판한다. 자산 보호 방안: 귀금속은 구매력 유지 수단이지만 몰수될 위험이 있다고 경고한다. 주식과 암호화폐도 몰수될 수 있다고 본다. 자산은 한 국가에 몰아두지 말고 지리적으로 분산하며, 보관 장소도 본인 국가 밖에 두라고 권한다. 역사적 사례: 프랑스 혁명 때 금·은 사용을 금지하고 거래자를 처형했던 사례, 러시아 부유층이 공산주의 등장 후 모든 것을 잃은 사례, 비트겐슈타인 가문이 나치 치하에서 해외 금 자산을 내놓으라는 압박을 받은 사례를 든다. 투자 배분: 귀금속을 주로 권하되 전부를 귀금속에 두지는 않는다. 장기적으로 주식이 귀금속보다 성과가 좋았다고 본다. 신흥국 하이일드 채권, 부동산, 주식을 함께 보유하라고 언급한다. 리스크: 정부가 자산 과세나 강제 재교육 등으로 개인 자산을 빼앗을 수 있다고 주장하며, 코로나19 봉쇄로 소상공인이 폐업한 사례를 든다. 민주주의가 훼손되어 자유가 제한되었다고 평가한다. 출연자 전망: 파버는 금융 위기와 통화 가치 하락 가능성을 강하게 경고하지만, 영상 내에서 특정 자산의 1~3개월 가격 방향은 구체적으로 예측하지 않는다.
다듬은 글
um what what type of steps do you recommend for the concerned investor listening to this right who doesn't want to become uh collateral damage to the you know ongoing process of currency devaluation and perhaps has some concerns about risk confiscation whether through taxes or or more brutal forces do you have any advice for those people well i think that in life if i look at people who were under extreme stress for extended periods of time to be realistic was the better attitude towards the difficulties then to just say oh i hope it will get better do you understand i think we need to realistically appraise the situation and instead of saying it will get better uh also consider that it may get much worse as mr faber thinks and under the condition of much worse you have to say to yourself okay all of us will endure a more challenging environment for our standard of living so what precautions do i take do i do nothing or do i say okay it will get much worse in this case i better have another beer or another smoke or another joint you understand these are things uh if you have money instead of being stingy and saving everything maybe you should start to enjoy a little bit your life because it may get much worse and forget about traveling anytime soon you may be able to travel but under very difficult conditions and so forth and under a lot of headache that may make your trip unpleasant so i would say financially i'm of course in favor of owning precious metals that there's no question about it that precious metals are an avenue to maintain your purchasing power but it is not guaranteed that they will not be taken away from you that is the risk also your shareholdings could be taken away from you in different ways as well as your cryptocurrencies and so forth in the french revolution about which i'm writing at the present time they didn't take your gold and silver away but they declared that anyone who accepts gold and silver as payment will be put to the guillotine will be sent to the guillotine you couldn't use it on the free market or risk of death yeah so the first advice i have for your viewers is once to get from uh google's a picture of a guillotine because it's not particularly pleasant to be taken to the kyoti but in france in the french revolution they actually took most of the original revolutionaries the revolutionaries in france were not simple people they were not uneducated people they were aristocrats highly intelligent people they took them to the guillotine themselves the problem in periods of extreme hardship people turn against each other that's why there were always informers and denouncers and so forth throughout you know periods of hardship but in general your assessment is correct and number two i would say the best is to diversify because you understand what usually happens in financial stress is the imposition of foreign change controls you are no longer allowed to invest outside the u.s so you can't get your money out of japan and so forth and i think it's a very careless of anyone who has assets to only hold assets in one country i think for me it's incomprehensible because the people that were the richest people in russia and eastern europe when the communists came they lost everything and the last tsar who was actually a relatively innocent bystander he was not an evil man and his children they were all slaughtered by the communists but the diversity by geography has to take into account that if you hold assets say you're an american you hold assets in asia the custody shouldn't be in the u.s because the u.s government can then force to sell it you understand to liquidate it but even if you hold it in another jurisdiction if they put the knife on your head and say look or they put on the knife on your girlfriend or daughter said and they say to you you either bring the assets back or we slaughter you this happened to the most famous philosopher of the 20th century wittgenstein the family had a huge fortune in gold parked in swiss in a swiss bank and because wittgenstein although he was he was catholic okay he was buried as a catholic but by blood he was three quarters jewish and the hitler regime they came to the family and said either we send you to a nice country club camp where labor is required or you give back the goals that you have overseas the wittgenstein family was pre-er german right in the austrian hungarian empire the wealthiest family built on steel i'm just telling you the governments are evil and when i look at your politicians in the us i only see evil and greedy people they don't care about the people they couldn't care less they care about themselves how much money they can extract out of the system the budget in america the government expenditures of four trillion dollars a year every government the most honest deals five percent the most dishonest 100 percent the usc suburb between so even if they steal 10 in the us on 4 trillion it's 400 billion dollars that they steal because in europe if i can get companies with a dividend of three four percent and the cash has a negative yield then the companies with the three four percent yield over ten years will go up by thirty percent uh if everything stays more or less the same whereas cash will lose one anyway and i have also precious metals that i said real estate stocks and some bonds have high yield bonds in emerging economies i wouldn't put everything in precious metals because if we look at the performance of assets over very long periods of time stocks have tended to outperform precious metals but my concern is that one day the government will come and say well mr faber first of all maybe you have too many assets we need to take something away from you so we'll take 50 and number two mr faber i think it would be good to send you to a re-education camp you know so that you can be in peace and rethink the world according to our socialist ideologies and so the government well the government you may look at me with big eyes about sending people to camps well they already closed your business they closed millions of people in the world lost their small shop lost their hairdressers alone the tattoos along everything these were small entrepreneurs that don't have a lot of capital behind them and so they lost their jobs they lost their businesses small restaurants coffee shops everything never before in history has a government taken these type of draconian measures and this in a system that claims oh we have democracy and therefore we have freedom bs the democracy was hijacked and has restricted people's freedoms you







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