저자: JimRogers · 외국인
요약 보기
짐 로저스는 연준이 금리 인상을 멈추면 인플레이션이 재발해 결국 큰 문제가 된다고 보며, 현재 긴축 기조가 한 번 더 이어질 것이라 전망함. 1970년대 사례를 들어 국채 금리가 20%를 넘었던 것과 비교하면 현재 인플레이션은 아직 그 수준이 아니지만, 앞으로 악화될 것이라고 주장. 부채 누적으로 2008년보다 더 심각한 최악의 약세장이 올 수 있으며, 영국 모기지 철회 등을 근거로 금융 불안을 경고함. 미국은 세계 최대 채무국이라 전 세계가 영향을 받을 것이라고 봄. 현재 보유 자산은 실물 자산(농산물 등)과 달러이며, 은과 금은 보유 중이나 추가 매수 시점은 미정. 지수 ETF 투자를 선호한다고 밝힘. 달러는 마지막으로 한 번 더 오를 것으로 보고 주시 중. 유럽은 올겨울 에너지 위기가 심각할 것이라 전망. 중앙은행 디지털화폐(CBDC)는 거의 모든 중앙은행이 추진 중이며 중국이 가장 앞서 있고, 결국 정부 통제를 강화하는 수단이 될 것이라고 우려함. 은 가격 급등 사건은 본인 소행이 아닐 것이라 언급하고, 연준 신뢰도는 낮지만 자금력 때문에 계속 주시해야 한다고 말함.
다듬은 글
foreign thanks for joining and welcome back to Wall Street Silver joining us today is the man who needs no introduction our good friend Jim Rogers welcome back sir I'm delighted to be here Ivan good morning good evening good evening it's always a pleasure having you on uh Jim we're living in interesting times and the UN just came out this week and uh called on the fed and other central banks to Halt interest rates what's your opinion on this will will the FED stay the course it's just another reason to abolish the U.N what a waste of time and money how much money we have all given to the U.N for no results uh I if you ask me the inflation problem is here it's going to be here for a while there will be times when it goes down of course nothing goes straight up but no giving up on interest rates now will be ruinous in the end because we'll have serious serious inflation I've been back in the 70s the last time this happen interest rates on U.S treasury bills treasury bills went to over 20 percent over 20 percent know where they are now there were no hit near not even near five percent much less 20 so it's we have a serious problem ahead of us like we're seeing protests all across the world Jim and and of course it's due to inflation you see it in South Africa we're seeing it in Middle East but we haven't seen them on a massive scale uh in the U.S or Canada why do you think that is well that's because inflation is so far below where it can go I just got through saying you know in the 70s it was so bad that interest rates to an over 20 percent we're nowhere near that kind of problem right now we will be we will get there don't worry Ivan and when things get worse and worse more and more people will be unhappy you will see governments fail you might even see countries fail before this is over that's what has always happened in the past when things get out of control do you think uh we're seeing a repeat of 2008 like there's a lot of talks about credit Swiss uh this whole week what do you think is happening do you think we're seeing a 2008 repeat or it's bigger than that it's going to be bigger than that 2008 we had serious problems worldwide because of too much debt I mean look out the window since 2008 the debt has skyrocketed everywhere even China has that now China didn't have debt 20 years ago but even China has a lot of debt and that problem is going to be very serious we're going to have the worst bear Market in my lifetime and I'm older than you so it's going to be the worst in your lifetime too no we have big problems ahead of us and and I say that because I can add I see the debt I see what's happened it's much worse now than it was in 2008 2009.
we're seeing a lot of Articles too it's just coming from the UK alone more than 40 percent of uh mortgages have been withdrawn just in this month alone how significant to this is this do you think that could happen in the U.S anything you could imagine is going to happen in the U.S and worst wow I mean we're the largest debtor nation in the history of the world out of it I don't say that happily but I have to deal with fact X when we have a serious problem and by the way if we have a problem the world has a problem and so everybody's going to be affected what's uh through all this economic uh destruction and Chaos where's where's Jim Rogers putting his money now silver gold where where are you finding well I own silver do you drive silver up so much yesterday I don't know what happened I think that was the biggest rods and silver in a long long long time uh presume it was you uh by adding uh I am not buying silver or gold at the moment I own them both as you know of course somewhere along the line I will be buying more I don't know when I guess I'll ask Wall Street Silver when when to buy um no that is one way to protect yourself Commodities I mean real assets whenever we have inflation if you own the things that go up in price such as agriculture you make money so those are places that I'm putting money in that I have money you putting money in agriculture like sugar do you what about sugars well I mainly use the indexes uh ETFs because I'm lazy and many Studies have showed that index investing out performs nearly all professional investors especially us lazy ones so index investing it best for me now uh what do you see the the FED doing the next move like you're saying that the U.S there's nothing but economic destruction coming um what do you see happening for the FED next do you think they'll completely pause on their uh interest rate hikes or do you think they'll like I said keep on staying the course no I think they will certainly stay the course at least one more time now I don't know these Gods I'm just telling you how they think I think my view is they will stay the course one more time then when things start getting bad they will panic I mean it's the bureaucrats these are academics uh they don't know what they're doing they will Panic they will get worried about their jobs they would slow down for a while and then we'll have a big rally but that'll be the last rally do you think from where we are right now Jim we can see another 20 30 like you said it's we're in the worst bear Market you've seen in our lifetime do you think from where we are right now we can see another 20 30 drop we haven't had a serious bear market yet I haven't looked at previous bear markets right in real bear markets many stocks go down 50 60.
some go down 70 or 80 percent no in real bear markets unbelievable things happen and they will happen in the next one but you should be worried so uh Jim a little something to make you laugh Janet yell it and she came out this month and said the markets are functioning absolutely fine uh what do you make of this statement Well Visit yellow and has college degrees from a couple of Ivy League schools so who am I to argue with Mrs Young yes the markets are working the way they should their seat problems ahead of us and they're reacting accordingly um and as I said it's going to get worse before this is over inflation is nowhere near the recorded numbers or the official numbers are nowhere near reality I mean if you go shopping you know how bad inflation is if you listen to the government you will say to yourself where do they shop how could their prices be so much better than my prices we all know what's happening to prices the government lies to us we're um of course like they like looking now at the Europe gym we see energy crisis everything that's happening with uh with Germany and all the Pipelines do you think it's going to be a really hectic uh winter for Europe this this winter no it has to be uh unless Mr Putin suddenly declares peace or something no no it has to be a serious winter problem because where are we going to get the energy that we need yes we can bring back coal plants we can bring back nuclear power plants but all of this takes time uh so no this one I suspect is going to be bad for many people I love the tropics so we're going to have our own problems but the cold is not what up what are you what are you keeping your eye on right now like we're seeing the the US dollar is super strong right now of course the the FED is trying to keep it as strong as possible and prop it up but what are you keeping your eye on to see like the death of the US dollar is it real estate is it the bond market what are you keeping your eye closely on well as you may remember I own a lot of US Dollars and have for a while I still expect one last big move up uh when the turmoil gets banned so I'm watching the dollar I have to watch the feds I know they're incompetence but still you have to watch them because they have a lot of money so Mr Putin one has to watch Mr Putin in Ukraine if there's somehow peace commodity prices are going to go down a lot uh stocks will go up a lot and everybody will think things are okay for a while so you have to watch all of these things I don't particularly like having to watch these things but live in a living the same world you do so Jim looking at Power you said earlier you think he's going to make one more move what if uh what if he doesn't do you think the FED will lose all credibility if they uh let's say pause these rate hikes too soon do you think they'll completely lose all credibility you know we've had three central banks in U.S history the first two disappeared for many good reasons this one will eventually disappear because they keep making so many mistakes they don't have any credibility with me I have to pay attention to them because they have so much money obviously and then so much influence with all that money but no I don't think these guys know what they're doing whatever they do they're mainly worried about their jobs and not worried about what's going to happen to you and me and our kids do you think eventually we'll see uh the FED roll out of central back digital currency because the Powell in his last speech about uh two weeks ago talked about uh essential back digital currency and how I wouldn't have anonymity so what do you do you think that would ultimately that's what they would roll out the end game well every nearly every Central Bank in the world is working on digital money now um Chinese are way ahead of all the rest of us you cannot take a taxi in China with money you have to have your digital money you cannot buy an ice cream seriously yeah no no I tried to buy an ice cream one day in in Beijing a woman didn't know what to do because I had money I had Chinese money I better give me ice cream in the end she gave it to me because she was felt so sorry for me she didn't know what to do oh I didn't have I have digital money now I didn't have digital money then so she gave me the ice cream in the end now everybody's working on it um eventually when the U.S gets there and the U.S says okay this is your money now right I don't think I've been that the U.S is going to say okay this is money but if you want to use that money over there you can use that money too no they like control they're like uh they like to know what's going on they like uh regulations so yeah I'm sure we'll have computer money eventually it's much more efficient but it gives them more and more control which they love I don't like it but they love it yeah exactly well Jim we truly appreciate you coming down to Wall Street Silver you are a wealth of knowledge so thank you so much for uh for coming down well I'm delighted to see Wall Street Silver and I'm not selling my silver I will be buying more so don't let it go you better know okay awesome thank you Robin thank you so much thank you we appreciate it take care
Comments 0