저자: PeterSchiff · 외국인
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결론: 피터 쉬프는 달러 위기와 브릭스 국가의 금 기반 결제 전환을 근거로 금·은 매수와 달러 자산 매도를 권하며, 미국 금융자산 하락을 전망한다. 브릭스 국가의 금 기반 통화 추진은 그들이 달러보다 금에 더 큰 신뢰를 갖고 있음을 보여준다는 주장. 이 흐름이 '달러를 팔고 금을 사는' 거대한 거래의 시작이라고 강조하며, 선제 매수를 촉구. 금 가격은 약 1915~1916달러 수준에서 조용한 상태이며, 하방 리스크는 작고 상승 가능성이 크다고 봄. 은은 최근 금보다 강세를 보여 금 시장에 긍정적 신호라고 설명. 서비스업 붕괴로 GDP가 급감하고 재정적자가 다음 침체기에 6~7조 달러까지 늘어날 수 있다고 전망. 달러 위기 시 수입 중단으로 경제가 수축하고 부채/GDP 비율이 통제 불능으로 치솟는다고 주장. 외국인들이 달러 약세 시 미국 국채를 대거 매도할 것이며, 국채 금리 4~5%로도 달러 약세를 보상하지 못한다고 봄. 미국 주식과 채권은 고평가 상태이며 달러 붕괴 시 크게 하락할 것이라는 전망. 대안으로 미국 밖 실물 배당·실적 기업 등 해외 자산 분산 투자를 권장. 2008년과 달리 이번 위기의 진앙은 달러가 될 것이라고 주장하며, 달러가 이미 사상 최저 수준이 아니라 위험이 크다고 봄. 영상 말미에는 자신의 자문사(Euro Pacific Asset Management) 상담을 권유.
다듬은 글
why do you think these Brick Nations why do they want to base their new currency on gold because they have a lot more faith in Gold than the dollar well if all the countries around the world that produce all the stuff want to keep want to use gold as their money well what does that tell you that's what you want to buy amidst global economic shifts the appeal of gold as a currency Foundation grows stronger Peter Schiff explains that Nations like the bric nations are choosing gold over the dollar due to their unwavering faith and its value this Choice reflects a broader Trend a world preparing to trade dollars for gold Schiff emphasizes the urgency to front run this ship to exchange dollars for gold before the inevitable occurs keep watching the video till the end let's get back to Peter Schiff so the whole service sector economy is going to implode so the GDP is going to collapse but the death doesn't collapse the next recession if it's led by a dollar crisis a collapsing dollar the debt to GDP is going to explode because our deficits which are now again at a run rate of three and a half trillion maybe in the next recession they become 6 trillion or 7 trillion imagine that but then the economy actually contracts dramatically because all the Imports are stopping because the dollar is imploding and we can't afford to buy anything and so the service sector just crumbles and so as your debt is exploding your GDP is imploded and then your debt to GDP really spirals out of control and what about our net foreign obligations our current account which is going to go ballistic we're going to have to pay all these interest payments abroad as the economy is collapsing because now you know foreigners who own whatever bonds they had we've got to make those payments now of course a lot of foreigners are going to be selling the bonds because those payments won't keep Pace with inflation or from their perspective dollar depreciation you know once the dollar really starts to fall and you're you know outside the United States you really want to get rid of your treasuries I mean if you think the U.S bond market is in trouble now wait do you see what happens when the dollar starts to tank because the the relatively strong dollar has been supporting the bond market because again as I've said bonds are IOU dollars that's all they are so the treasury bond can't be any stronger than the dollars that they're obligated to pay and confidence is key and if people think that hey a four percent or five percent maybe we'll get there soon on a 30-year treasury 10-year treasury if that's not going to gonna compensate me for 10 years of dollar depreciation especially relative to my base currency I'm not going to stick around but again all of these Brick Nations to the extent that they de-dollarize they don't need all of the trillions in treasuries they're hoarding right now why do they have all these dollars why have they been loaning us all the money this is how the system works people just don't get this but not only did countries like China produce the stuff that we consumed but they loaned us the money to do it because as we were running deficits so that we could import Chinese products the Chinese took the money they earned and bought our treasury bonds bought our mortgage-backed Securities so they loaned us right back the money that they earned selling us the stuff so they sold us stuff that we couldn't produce and then they loaned US money that we didn't save and so America you know we got to consume a lot of stuff that we didn't produce we got to borrow a lot of money that we didn't save right we got the easy part of it they you know they did all the heavy lifting that's all going to stop right the the Brick Nations are having a summit they got more Nations on board right now they've got Saudi Arabia they've got the United Arab Emirates there's a few other countries it's their their influence is growing right and what do a lot of these nations have in common that are now you know organizing together they are our bankers they buy our bonds they Supply us with all of our stuff right they're our biggest suppliers and our biggest lenders and what are they meeting about they're meeting about not letting us any more money not supplying us with any more Goods what are they talking about in addition to expanding right their economic sphere what do they want to make this the centerpiece of of this expansion a new currency for Global settlements that is not the US dollar I mean hello I mean you know how big a bell do they have to ring and what are they talking about what what do they want to tie their new currency to if not the dollar gold real money what does that tell you the world is waking up and it's not just because you know we sanctioned Russia I mean that's part of it that's like a slap in the face like hey you idiots right you got to get away from the dollar because look what we just did to Russia right you know you don't want that to happen to you do you so you better do something but it's more than that these countries their leaders aren't a bunch of idiots they don't want to go down with this ship they don't want to have to keep accumulating dollars when they're gonna just collapse in value they can see that they can see the runaway deficits the complete lack of any fiscal discipline in Washington or even lip service to fiscal discipline because at least we had that before you know it wasn't worth much but that's what we had we had the fact that we BS people well we've stopped even doing that and so what do you expect so they're like we gotta you know move on from this and and do something so again what do you do buy yourself some gold you know gold about 1915 let me see what it's doing here on Sunday night again it's still very quiet in the gold market the low before the storm yeah 1915 1916.
look we're not going down and that means we're gonna go up if the market won't go down up is the the only path it's going to take so before we explode buy it you know Silver's been a lot stronger in fact silver was up again on Friday even as gold finished down a few dollars silver was up again so we're starting to see some relative strength in the silver market which is a good sign for the the gold market so buy gold and silver again shift gold is the place to go to buy that gold and silver in fact again I think we probably have people working tonight that could that could take your order but if not tonight make sure you you get in touch with them on Monday again you know any day I mean this Market could explode there's no reason why it wouldn't I think the downside risk at this point is pretty minimal in comparison to where I think this Market is going to go and in fact why do you think these Brick Nations why do they want to base their new currency on gold because they have a lot more faith in Gold than the dollar well if all the countries around the world that produce all the stuff want to keep want to use gold as their money well what does that tell you that's what you want to buy you want to buy what they're going to be buying they're telling you The Brick Nations and the the Arab world right that was the heart of the Petro dollar right this whole thing is disintegrating but the world is getting ready to buy gold and dump dollars so you gotta front run that trade this is the mother of all trades that you want to front run you want to sell your dollars and buy your gold before that happens and again you want to diversify your portfolio you want to get out of these overpriced U.S stocks and bonds and you want to get into foreign assets it's assets you need to preserve your wealth get out of paper get out of the U.S financial assets which I think are going to be dramatically marked down as the dollar collapses and the U.S you know comes down off its pedestal here and we have to reinvent ourselves again as a viable economy which will not be easy in the political environment that that were that we're in now and so get your portfolio in real companies outside the United States that pay real dividends and have real earnings and can protect you from inflation again you got to talk to the representatives at Euro Pacific Asset Management my advisors can really help you prepare for this storm and just you know weather it and just get the appropriate portfolio especially if it's the dollar if the dollar ends up being at the epicenter which it wasn't in 2008 the dollar went up right and that's why the financial crisis wasn't a lot worse it would have been much worse had the dollar gone the other way but the dollar was at a record low when the financial crisis started and so it rallied it's not at a record low right now it's far from a record low so now the risk is the dollar and again that's why I think that this isn't just going to be a garden a variety financial crisis Peter schiff's insights unraveled the intentions behind brick nation's pivot to gold-backed currencies a testament to their faith in Gold over the dollar This Global Trend speaks volumes gold emerges as the desired asset as Nations gravitate towards gold and away from the dollar shift's advice resonates it's time to act opportunity to trade dollars for gold as shift aptly labels it the mother of all trades diversifying into foreign assets becomes a shield against the looming dollar decline like and share if you have learned anything from today's video and don't forget to subscribe thank you thank you
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