저자: Everything Finance · 외국인
다듬은 글
i wanted to start with probably the biggest news this week of tesla taking a big scoop of bitcoin it's very interesting following in the footsteps of michael saylor uh behind microstrategy i guess my question to you is jim what do you think of this uh revolution or evolution as some people call it of executives looking to bitcoin well i repeat to you what i've said before i have never bought or sold any crypto i wish i'd bought the right one the right ones you know i mean many of them have disappeared and gone to zero we all read about the success stories we don't read about the hundreds or probably thousands by now that have disappeared and gone to zero and yeah i know people who are doing extremely well and making a lot of money and having a lot of fun i'm not one of them i will see how it ends doing well but the movement of ceos i mean do you think we could see other companies like apple uh netflix turning to bitcoin the more people who join in the bigger the price is going to be the higher the price is going to be it's a very simple equation uh how it's all going to end i i have a different view but in the meantime i'm not going to rain on their parade i'm not even at the parade so more power to them as long as they get out in time as you know people love comparing bitcoin to gold and many people view bitcoin as a great vehicle for wealth preservation more so than gold how do you see it jim i i hardly see how it's a wealth preservation it's only been around a short period of time the people who bought it right of making money and creating wealth i'm not sure that that's uh bitcoin hasn't stood the test of time with a step test of hard times if you're talking about wealth preservation we we will see my view as as i think you remember is that if bitcoin becomes successful as money which the advocates say then the government's going to outlaw because they don't want to lose the monopoly they don't want the competition they don't they want the control money is going to be on the computer then it already is in china you can't take a taxi in china with money with renminbi with any you can't buy try to buy an ice cream with chinese money so it's already happening in many countries that china's certainly ahead of the u.s but every the us is studying figuring out what to do with compute how to do computer money and all money is going to be on the computer but i would suspect it's going to be government money they don't want to lose control and as you say we already see china testing out a digital ruan the euro expected to roll out a digital euro um so you know it is a form of government control right because they'll know more about how we're spending the money where we're going uh and you know they love it first of all they don't have to print it because money costs a lot of money you have to transport it print it guard it account for it if it's all on the computer it's very very simple and they control they know it daniella they know everything you do and they love that i mean i hate it of course but they call you up and say daniella you've been feeding your babies too much milk this month calm down you know they'll know everything we all do which they love full-time there's a lot of talk of you know triple digit silver 100 silver especially with initiatives like the green new deal do you see that scenario playing out jim well i do know you know that the world is moving more and more towards electric cars whether we like it or not and electric cars use for instance five times as much copper as they use uh in a regular car so they're going to be more demand and silver of course you is used a lot in in many of the new applications solar energy uses silver so i'm optimistic about many commodities going forward i'm still buying agriculture i i see the cheapest area of the the cheapest asset class in the world i mean bonds are in a bubble property in many cities is is in a bubble stocks are near all-time highs so i commodities are still the cheapest asset class i know and i know one good rule of thumb you taught me jim uh personally many many years ago is you like to buy gold under a thousand under 900 preferably um what would be the mark for silver then under what price well yes i i certainly would like to buy silver under 10.
but danielle i i don't think that's going to happen in my lifetime uh again um no i i don't have a a price for gold or silver right now i let the market usually tell me what to do uh i when i like despair when i see despair or people giving up on something then i will probably buy more silver more gold but they're certainly not despair in either of those markets right now
Comments 0