저자: JimRogers · 외국인
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짐 로저스는 글로벌 시장이 장기적으로 취약하며 특히 미국 달러와 비트코인 버블을 경계한다고 말한다. 핵심 주장: 아시아, 특히 중국이 21세기 가장 중요한 지역이며 자녀에게 만다린을 가르치고 있다. 근거: 자녀를 아시아에서 키우며 중국 중심의 미래를 준비한다는 입장이다. 금·은: 오래 보유해 왔고 매도하지 않았으나, 정부 신뢰 붕괴 시 버블이 될 수 있어 버블이 오면 팔아야 한다고 본다. 비트코인·암호화폐: 2,000개 이상으로 늘어난 것은 버블의 징후이며 이미 버블 같은 차트라고 평가한다. 본인은 과거에 놓쳤다고 인정한다. 다우지수: 2017년 많은 주식이 하락했는데도 S&P와 다우가 신고가를 기록하는 것은 소수 대형주에 의존한 취약한 상승이다. 단기적으로 연준 등 중앙은행이 시장을 살리려 개입해 상승 급등(예: 45,000 가능성)이 나올 수 있으나 이후 가장 나쁜 약세장이 온다고 본다. 1만 포인트 전망은 명시하지 않았고 두 가지 가능성을 모두 언급했다. 미국 달러: 미국은 세계 최대 채무국이며 정치권이 부채 문제를 해결하지 못하고 있다. 달러가 한 차례 더 오를 수 있으나 그것이 마지막 상승이 될 것이고, 결국 50% 이상 급락하거나 통화 교체가 일어날 수 있다고 본다. 전쟁·정치: 전쟁은 상품 생산자와 일부 정치인 외에는 누구에게도 이롭지 않다고 주장한다. 리스크: 금·은 버블 가능성, 암호화폐 붕괴, 소수 대형주 의존 장세, 달러 급락, 중앙은행 개입 후 약세장.
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Jim Rogers: Market Warnings for All Investors // 2017 bitcoin us dollar collapse market crash 2018 david moadel interview markets with the great mr. Jim Rogers and again I thank you so much for your time I wanted to ask about your travels right now you're in Singapore let me ask you this is Asia the place where people should be looking if they don't want to get into US equities well everybody don't invest in what they know a lot about if you don't know where it is you can't find it on the map this don't think about investing it in Asia the own hoping people are successful in investing are in most things for the people who stay with what they know I happen to think that age is going to be the most important content in the 21st century move here so that my children would know Asia and which meet Mandarin to prepare them for the 21st century I know there's lots and lots of opportunities and they just see them every day but that does not mean somebody should invest don't take with what you don't totally understandable you've done so much traveling you've written books about this and I really recommend people check out your books on amazon.com what have you learned about human nature and just about finance and the financial psychology in general from your travels well we're all pretty much the same Beck I know we're all the same may have different colors again organs engines of language of food or sports or whatever it is but essentially we're all the same we all want the same things for our own happiness and our children we want peace we don't want a lot of charm oil in our lives but everybody is nearly everybody is ambitious everybody does want a new life a better life for themselves and for their family I also have found that no matter where you go and throughout history people have always needed a spiritual element some kinds of religion not everybody but religion is very powerful throughout history in which country in the world so we have a lot of similarities all of us politicians are good at robbing us up and they start screaming about our different languages that are different colors skin or religious or something and they stir the pot because so there have been advantage most people to get probably emotional and patriotic it's not going to anybody house the war has never been good for anybody good for commodities producers and a few politicians but nobody else we're always studied in most ways I totally agree with that that's great words of wisdom there so right now are you a stacker of precious metals and why or why not well I'm not sure what a stacker is I don't know the term did you mean by somebody who collects or is best in in rock piles yes if that's what a stacker is if I do have precious metals my precious metal since the 1970s I've never sold any I at least any of the physical precious metals Oh certainly so in the futures markets etc but now I do have gold and silver coins and I've never sold in I hoped it might well my plan is that my children will have them something the only problem possible problem with that Damon is them before this is over gold and silver may turn into a gigantic bubble it may just so sky rocky is whenever people have lost confidence in governments or currencies throughout they've offered reverted to gold and silver and if that happens this government since the problems are so massive gold and silver might turn into a bubble and you always have to sell bubbles I hope it doesn't happen I think that like my children that have mine might go to jail for something with the if goldenseal return to a bubble I will have to tell ya speaking of bubbles a lot of people are concerned that crypto currencies are experiencing a bubble type situation right now with the massive growth what would cryptocurrencies be something that you would get into right now if you hadn't already well no I see the symptoms of what's going on there now over 2008 I'm told there over 2000 crypto currencies and all this is happen in just a few dumont of year less than 10 years in fact so there's a sign so what's happening with the price of Bitcoin you just looked at that chart compared to any chart of any bubble in history nothing tells you the name it would have been very learned so I'm not buying into currency Sparta because I missed it I wasn't smart enough to anything because I've known about this about crypto this point for this two thousand nine or ten I guess so I missed it completely first which means I'm not a good person dad but I certainly see all the signs of a bubble right now if it when things calm down hopefully I'll be smart enough and involve if it's the right thing to do once again we're speaking with mr.
Jim Rogers author and commentator and investor extraordinaire again I really appreciate your time with this today I'm going to put links to all of your books in the description of the video people should check those out on Amazon you know in writing those books you've written not only about finance but over about your travels I understand that you're teaching you're you're having your children learn Mandarin why you know why Mandarin is that is that going to be a particular advantage at this point well my view of China is going to be the most important country in the 21st century whether we like it or not and a lot of people don't like it a lot of people who dispute that that back with my children who are very young they were born in 2003 in 2008 though I'm trying to prepare them for the 21st century I won't get done instead Asia I want to speak Madrid they vote to be commander like natives down in tents and children when Chinese speaking contest here in Singapore witches makes you very proud was a bit of a shock blue-eyed children are the best managers vickersontour Chinese country so I have I am achieving that part of my goal what I want to prepare them just because they speak Mandarin will not make them successful in the 21st century but it will give them a leg up totally understand that and finally the big question which is going to come first in your opinion Dao 10,000 or Dow 40,000 and why well that's a perfect question I can give you the case for both what's the way the markets are acting they often have a blow up blow off things right now you know and we probably know that most stocks are down on the New York Stock Exchange the Badger line isn't which is an odd weighted index of all stocks that's been down for 2017 even though the SP and the Dow Jones are made new highs so to be good could be yes to both matter if not not an engine specifically with the Dow but if you talk about the market they're already seen most socks go decline being held up by a few what could well happen and they've been I'm horrible on the worst part in China in the world on the worst short-term trades in the world what is what I would suspect is going to happen but I cannot make some predictions because I'm so hopeless but I would suspect the market will have a prevention the Federal Reserve and American other central banks will panic they don't know what they're doing they're bureaucrats and academics they will panic they will do something to save the market the market will have a great skyrocket because everybody says aha they don't ever have to worry again it'll set a top tether that's 45 who knows what I don't know what that number is a few big companies to attract the averages event your average is higher and then we will have the worst player market in your lifetime but I mean I'm not as good at market time I do know of a horrible market is coming in in the in the foreseeable future that does not preclude some kind of blow as often happens you know it's been 20 and nearly 18 years since our last big blow off 70 years since our last big blow off it could happen again periodically in American history and not periodically in every country's history so maybe we're overdue for both overdue for the biggest blow up in a long time and the worst fair market in a long time you're a very moderate modest sir but I've followed you and your predictions for a long time and I think they've actually done quite well with that I recall you making statements about the US dollar for example and low in the hole the dollar is getting crushed whether it's due to the Fed just printing money like there's no tomorrow as usual for whatever reason and and just finally if I may want to ask one more what are we gonna do you know when the when the US dollar just becomes almost worthless I mean what is the likely scenario well I certainly expect that to happen eventually we are the America the largest debtor face the world no country is ever as such I mention our Jessica I represent every politician in Washington from Donald Trump own town or enough depending how you look at it says they're going to do something about the debt situation but they've been sending that for decades and it can take just at work so American does have serious fundamental problems I do expect another big rise in the dollar but that will be the last one if you look back at what's happened to other currencies in history that have had this kind of situation they all want them going down dramatically very very dramatically and some eventually disappear or get the rebadging you know they start over and just call in the old currency give me a new currency that is undoubtedly going to happen of when the US dollar finally has the cloud is not present getting it horribly it was certainly don't ask I mean 50 percent difference in as normal in markets like this it's a shock obviously but when you have mace you're making currency devaluations the major ones have always known down at least 50% no you should be mortgage it well if David people should be knowledgeable and then they get knowledgeable it will be worried and then hopefully they will get prepared mr.
Jim Rogers we need you around because you're giving us not you're not scaring us you're giving us that reality check that we need so badly again people should be checking out your books they are available all on Amazon correct sir yes yes any bookstore can order at Amazon anybody absolutely very good sir I recommend people order all the books that you've written I'm gonna list them in the description the video and thank you much saying I know you're a busy man thank you so much for your time you welcome back you're welcome back anytime thank you David okay thank you for watching please like comment and subscribe and I'll see you next time
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