저자: PeterSchiff · 외국인
요약 보기
금 및 신흥국 자산 강세, 달러 장기 약세를 주장하는 영상. 달러는 인플레이션과 재정 악화로 붕괴 가능성이 있으며, 미국 채권과 미국 주식은 불리하다고 주장함. 2000~2010년 달러지수 약 120→70, 금 300→1900달러, 은 4→50달러, 신흥국 주식 4~5배 상승 등 과거 사례를 근거로 제시. 1970년대 독일마르크·스위스프랑 3배, 금 35→850달러 사례도 인용하며 현재가 더 나쁜 스태그플레이션이라고 진단. 비트코인은 버블이며 안전자산이 아니라고 평가. 실물 금은 부 보존용, 부자가 되려면 금광주(10~50배 잠재력)를 권유하나 위험이 크다고 언급. 미국 달러 자산 전량 매도를 권고하며 특히 미국채 보유자가 가장 큰 손해를 볼 것이라고 주장. 금 실물은 보유 보존, 금광주는 고위험 고수익 투자로 구분해 제시. 주요 대상 자산별 방향: 금 상승(장기), 금광주 상승 잠재력 강조, 신흥국 상승, 미국 주식 하락 우려, 미국채 하락 우려, 달러 하락, 비트코인 부정적. 출연자 전망은 장기 관점으로 인플레이션과 달러 붕괴를 강조하며, 1~3개월 단기 가격 예측은 명시되지 않음.
다듬은 글
but the main tax that is going to hit everybody is going to be inflation especially if you're poor or middle class and you're working and all you have is your wages and those wages are going to be dramatically diminished in value because of inflation the government is about to take most of what you have not through taxation now they're gonna increase taxes there's no question that the bond administration is gonna raise taxes and if you think otherwise you're delusional but the main tax that is going to hit everybody is going to be inflation especially if you're poor or middle class and you're working and all you have is your wages and those wages are going to be dramatically diminished in value because of inflation but probably more important to this audience if you are a saver if you are retired or if you are nearing retirement you are about to be decimated your entire life's savings is about to be taxed away by inflation the dollar is going to be destroyed that's why the u.s dollar is already falling despite the fact that all the experts predicted it would rise it ended 2020 with a loss and now it's poised for a much bigger loss so what do you do how do you invest in the era of inflation well go back to the first decade of this century and that will give you a playbook you can also go back to the 1970s and see what performed well during that decade but what we're about to experience is going to be so much worse but if you go back to that time period and again you have to go back to the 70s just go back to 2000 and 2010 decade and that's when the fed was printing all the money to uh kind of stimulate the economy after the dot-com bubble burst and uh what they did to try to you know push up housing prices and then how they reacted uh immediately to the bursting of the housing bubble what did well the dollar fell dramatically from 2000 to 2010 dollar index was about 120 and it went down to about 70.
oil prices went from about 20 dollars a barrel to 150 gold went from under 300 to 1900. silver went from four dollars an ounce to fifty dollars an ounce emerging markets just killed it uh they were up four or five hundred percent while the u.s stock market went down the first decade of this century the s p went down in value uh and of course the real value of u.s stocks was down even more if you measured them in foreign currencies or if you measured them in the price of gold well the dollar is going to be a lot weaker now uh than it was then i think metal prices gold prices other commodity prices are going to be much stronger in this kkk than they were then and so i think the relative gains that investors will enjoy by investing in overseas markets uh will be even greater uh than the big gains that they enjoyed in the first decade of this century and if you go back to the 1970s what were the good investments of the 1970s when we had stagflation this time it's going to be worse stagnation and worse inflation what happened the deutsche mark tripled the n triple the swiss franc triple gold went from 35 an ounce to 850.
oil went from three dollars a barrel to 30 a barrel i mean it was huge increases in commodity prices as the dollar collapsed the only reason the dollar stopped falling in 1980 was because we had ronald reagan coming in and we had paul voger allowing short-term interest rates to rise to 20 percent we have a current fed that can't even let interest rates rise to two percent in fact we can't even afford one percent let alone two percent that's how broke we are today compared to 1980 1980 we were still the world's biggest creditor nation now we're the world's biggest debtor back in 1980 we still had trade surpluses now we have massive trade deficits so this is going to be a massive change i think the dollar is going to not just decline but collapse i think the next crisis is not just a financial crisis but a dollar crisis and so the most important thing that you could do now is to completely divest of u.s dollar assets you got to get out of u.s bonds in particular bondholders are going to be the biggest losers as the dollar collapses because all bonds are are promises to be paid dollars in the future and as little as dollars buy now they're going to buy a lot less in the future u.s stocks are way overpriced uh and their earnings are predominantly in dollars sure you have multinationals that are earning foreign currencies uh but a lot of their earnings come from the u.s and those earnings are a gonna decline and b are going to be worth less but of course taxes are going up so whatever american companies end up earning there'll be less of it available for their american shareholders because of higher corporate taxes it's going to be foreign markets emerging markets in particular that are going to benefit dramatically from the declining dollar because a lot of their debts are in dollars and basically their debts get wiped out as the dollar declines and that is rocket fuel for their economies so these emerging markets are going to boom investments that are linked to commodities are going to do extremely well you need to own physical gold uh as a safe haven as a store of value don't get conned into bitcoin bitcoin is a bubble bitcoin isn't a safe haven it's not a store of value you can't store what you don't have when you own gold what you're doing is storing the future use of gold as a metal people need gold they'll always need gold jewelers need gold computer chip manufacturers the aerospace industry dentistry gold is the most useful the most valuable metal on the planet and it doesn't decay but gold is to preserve your wealth you're not going to get rich owning physical gold you'll avoid going broke but if you really want to get rich or you know get a lot richer gold stocks i believe have enormous potential i think some of these stocks can go up 10 times 20 times 50 times so i think a lot of money is going to be made in gold stocks of course there's a lot more risk in gold stocks i mean you know no pain no gain right you can't get big returns unless you're willing to take big risks but i think the upside potential is enormous compared to the downside risk so if you are a risk taker i think these risks make a lot of sense
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