저자: MarcoCasario · 외국인
요약 보기
2018년 9월 영상 결론: 미국 증시는 역사적 고점 부근이라 큰 조정이 임박했다는 Jim Rogers 견해를 소개하며, 미국 주식시장은 거리를 두고 러시아·아시아·신흥국 시장을 상대적으로 긍정적으로 봄. 미국 증시 및 금리 관련 주장: Jim Rogers는 미국 증시가 사상 최고 수준(all time high)에 있고 큰 폭락이 올 것이라고 주장. 연준 금리는 사상 최저에서 천천히 오르고 있으나 정상화까지는 오래 걸린다고 언급. 중앙은행 정책 실험 관련 주장: 중앙은행의 저금리·마이너스 금리(일본 사례) 등 정책은 실험이며 결과를 아무도 모른다는 비판. 이것이 대붕괴(great collapse)로 이어질 수 있고 시점은 불명확하나 누구에게나 명확히 보일 것이라 함. 발표자는 이후 시장 신호(금융·부동산) 시리즈를 예고. 신흥국·러시아 관련: 신흥국도 깊은 위기를 겪고 있으나 Rogers는 러시아, 아시아, 신흥국 시장에 상대적으로 긍정적. 금융시장 위기는 통상 주식시장의 경고 신호라는 역사적 관찰도 언급하되 반드시 반복되지는 않는다고 함. 금 관련: Jim Rogers는 2010년 이후 금 투자를 중단했고 온스당 1,000달러 아래로 떨어지면 다시 투자하겠다고 언급. 영상 시점 금값은 약 1,200달러로 그 수준과 거리가 있음. 발표자는 특정 전문가의 발언을 그대로 따라 투자하면 안 되며 개인이 스스로 판단해야 한다고 강조.
다듬은 글
Save all the guys Marco Casario here welcome to this new video and sorry if today the videos I make are all moving but I'm moving I just arrived in Berlin here on purpose Post Hammer Plus or at least close they should be a hundred meters guys I was watching a video on the road to Berlin by Jim Rogers Jim Rogers I don't know how many of you know him he is a great investor financial analyst university professor obviously on financial topics and he created together with George Soros which for some is the good for others is the bad of our society he has a huge quantum fans I think is called their investment fund and lately he has been talking often about the American situation and obviously he speaks in an extremely negative way about the American situation saying that we are on his all time fi so we are at the top and that a huge correction is coming soon in reality he says a real crash of the market and what what does he say in which markets he says to invest in the Asian markets on the markets in Russia certainly is to stay away from the financial market in the interview I heard but he makes an interesting consideration regarding the interest Federal Reserve rates that would have brought them to their all-time lows and now they are slowly starting to rise again, but very slowly and it will take a long time before they return to the values, let's say, of prosperity of the market.
The consideration that is interesting, however, in my opinion, concerns the experimental part, that is, what central banks are referring to, but not only that, obviously, central banks are doing, other than experimenting at our expense, at the expense of private individuals, at the expense of individual investors.
Their financial policies don't even know if they are correct or not, what they will lead to. They are precisely experimenting like in Japan, which is experimenting with negative interest rates and now it's up to the Federal Reserve, after having experimented for a long time with very low interest rates, now they are rising, but they do n't even know what it will lead to, what will happen because they are experiments and this is certainly the part we need to reflect on.
We often talk on the channel of the centralization of the banks in terms of economic and financial policies, certainly currency and how with the various bridges divided in Europe but also in America there have been three or four bridges of rising and in Europe, that is, it has been a very long, in short, all this experimentation is leading to a great collapse, a collapse that we don't know exactly when it will start but it will certainly be visible to everyone and that's why yesterday I told you that I want to start a series of videos on the signals that the various markets are giving us, not only the financial ones but also the real estate ones, on the various signals that the markets are giving us on this possible significant decline that at a certain point there will be an interview.
I'll try to link the interview under this video, guys, look at the label or summarized here for a moment and Jim Rogers then says that at this moment he absolutely would not invest in the American market. The American stock market, we would keep our distance, while instead it is much more positive on the markets of Russia, the Asian market and the emerging markets, despite the emerging markets, the emerging markets are also going through a deep crisis and as I said in a couple of videos ago and as Cime Roses also says in this interview, the crisis in the financial markets is usually a warning bell for the stock markets for the American stock market.
This has happened in the past, this is what history tells us, it is no guarantee that it will happen again. Obviously we will be we'll see what happens, everyone, stop, one thing I wanted to say was about them and instead they have an interesting thing that he says they ask him when he will reinvest in gold he says that he stopped investing in gold in 2010 and that he will start investing again when it drops below 1,000 dollars an ounce and we are far from there guys because we are around 1200 so we are close to that moment and obviously as I always say no one should make decisions by copying what someone said on a video on YouTube or in an interview even if this is the absolute specialist in that subject everyone must make investments thinking with their own head knowing exactly what they are risking and why they are doing that for stock but every now and then it is good to have points of reference for sharing thoughts and approaches and now I say goodbye and I wish you all good trading bye [ Music]
Comments 0