저자: JimRogers—소속명시없음,설명란없어제목기준 · 외국인
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짐 로저스는 북한 투자 기회를 여전히 낙관하며 한반도 통일 후 관광·인프라 호황을 예상하나, 미국인이라 직접 투자는 못한다고 밝힘. 북한·한반도 관련: 북한은 중국·러시아·한국 모두 원하므로 개방은 반드시 일어날 것이라 주장. 개방 시기는 특정하지 않음. 일본 관련: 일본 주식을 여러 해 보유 후 전량 매도했다고 밝힘. 일본은 정점을 지나 쇠퇴 중이며 한국은 상승 중이라고 평가. 경기 전망: 무역 긴장으로 세계 경제가 둔화되고 1~2년 내 심각한 문제가 올 수 있다고 경고. 중국에서도 파산이 늘고 금리가 오르며 부채 문제가 터질 것이라 예상. 투자 아이디어: 재난은 기회라는 관점 강조. 한국 관광 산업을 큰 기회로 제시. 한국 그래핀 기업에 투자 중이라고 언급. 농업(러시아·농산물)은 저평가 상태로 언급. 금융업 전망: 향후 10~20년간 헤지펀드·금융은 쇠퇴할 것이며 농업이 유망하다고 조언. 좋아하는 일을 하라고 권유. 리스크: 금융 위기 가능성, 부채 축적, 무역 전쟁 확대. 출연자 전망 요약: 단기 하락 경고 성향, 장기적으로 한국·한반도 낙관.
다듬은 글
now Jim Rogers needs little introduction he's the man behind the Quantum Fund at one that saw a gain of forty two hundred percent in ten years the successful hedge funds of all time Jim is an investing legend best-selling author and a good Ness world record holder so what he speaks smart investors lessons so we're here to listen to him this morning live in the studio with me as mr.
Jim Rogers Jim a very well very welcome to you I am your lighter to be here but we don't need all that introduction yeah if I remember correctly you were one of the very first in the world and you told me this in person in your home in Singapore that to pimp for North Korea as a very attractive investment destination now that was more than four years ago Dina Croatian talks have not been going so successfully and you know business opportunities and investment opportunities now do they look as hopeful and optimistic for you how are you coping with the situation well first of all I'm an American so I'm not allowed to invest in North Korea so I'm coping the same way I always have but it's continuing to have them they're continuing to open up more and more China wants it Russia wants it North Korea wants it south it's going to happen it will be bumps along the way Japan doesn't want it because European doesn't want to have to compete with an open Korea because they know they cannot everybody wants it it's going to happen don't worry but at the moment there's nothing I can do except watch because I'm a citizen of the land of the free and in the land of the free we're not very free now what are some key opportunities that you see in North Korea well once it opens everything I mean going on they don't have anything they don't have ties they don't have chairs they don't you know they don't have electricity so anything you can do you can go there and make a fortune tourism is going to be a fabulous fabulous opportunity for everybody the Korean Peninsula has not been on the world tourism map ever it will be again and everybody will want to come and they will see the sights the beaches the temples the food I don't like the food but a lot of people like the food I love the food but I know you load the for your Korean I love fried silkworms fried silkworms one of my favorite food in the whole alright now you recently raised a red flag for the Japanese economy you offloaded all your Japanese shares now why is that how do you foresee this trade flare between South Korea Japan impacting at the economies first of all I see it as total absurdity what is Korea and Japan doing you're supposed to be working together to get yourselves all prosperous and happy and rich I don't I cannot understand it but I'm not Korean I'm not Japan so you don't have to listen to me it certainly is causing things to slow down things are slowing down in the world that just exacerbates the problem here in the Northeast Asia so why have you offloaded all your shares alright they went up a whole lot I owned them for several years they've gone up a whole lot but it's coming to the end you know you can only print so much money you can only waste so much money spending money trying to buy shares and buy bonds so I sold I mean Japan has some serious problems I just published a book in Japan they got serious problems coming up in my book yeah I say that Japan is peaking and declining and Korea's on the rise I think that's why I did so well oh is that right yeah yeah Japanese don't like the Koreans the Koreans don't like the Japanese you're crazy both of you well now Jim um so you said that Korea is on the rise how hopeful are you about the South Korean economy or the economy of the Korean Peninsula because you know a mythical boat you gave a downturn South Korea's economy has been slowing as well at the moment South Korea is having a problem everybody is because trade wars there are many many reasons that the world is starting to slow down and we're going to have a very very serious problem in the next year or two but once the 38th parallel opens this is gonna be the most thing hon bondo you know hon bun dough hon bun dough is gonna be the most exciting part of the world for the next ten or twenty years you have everything going for you once the 38th parallel opens in the meantime things are not gonna be so good well I guess a million billion dollars question is when is it going to open up that there should watch Ari on TV ask you me I know everything I know I'll get from our young TV for goodness sakes absolutely now you not only understand but really you can read between the boom and the bus of the global business cycle amid the escalating trade tensions a what should we we be up racing for in the next couple of months I mean what should we be on the lookout for well you're gonna start seeing bankruptcies you're even going to see bankruptcies in China which is going to shock a lot of people including me and I just told you it's coming but there's a lot of debt 2008 we had a big problem because of too much debt since then my gosh you know the dentist skyrocketed everywhere and so we're gonna start seeing bankruptcies and interest rates rise we're gonna see collapse it's not gonna be fun you should be very worried I should be worried yes but China is somewhere the you bet hi Leon oh yeah no I I moved to Asia because of China my children speak Mandarin because of China no no it's not a great view but that doesn't mean China won't have problems America became the most successful country in the 20th century but along the way we had 15 depressions we had horrible civil war with no human rights massacres in the streets but still we became extremely exciting and prosperous China have problems don't worry they're coming now what are two or three things that make you take notice of an investment opportunity I mean anything from valuations under performance or bath headlines like how you notice bad headlines one thing disasters I used to just read the disasters oh my god sorrow but now you know that the Chinese I know you have a boy in Japan there's word keiki which means disaster an opportunity the same in Chinese its way gee I don't know what the word in Korea is means a disaster an opportunity you know you've been around a lot longer than we have we don't have the word in English so when I see a disaster now I learned to say ah okay this is horrible and terrible but there's an opportunity here somewhere so that's one of the first places when I see an Arri on TV I see everybody think falling apart then I start to say okay what do I do next so with disaster comes an opportunity always the Asians learned that centuries ago and that's why you all have words for it we don't have that we don't have that word in English now a to a legendary investor like yourself what market sectors of Technology are you right now jump out at you right now I mean Russia Russia's hated Russia's cheap Agriculture's hated egg has been declined for a long remember how'd you say the word I said way gee Wiggy Wiggy Wiggy remember Wiggy when there's a disaster there's an opportunity so remember we learn about Korean tourism because it's going to be a gigantic business in the next few years all of Asian tourism because now the Chinese can travel they can get passports easily they can take money out of the card now agent or especially Korean tourism you're at the right place aren't you also investing in graphene these days yes yes no I mean I have interest in a graphic it's Korean graphene company graphene according to the scientists is gonna be as big as the Internet I mean it's astonishing what the scientists say not me I'm not a scientist but graphic I have investments in Korean graphene companies Korea's one of the leaders in the world for this new this new science and by the way North Korea's graphite mines South Korea has the technology and the ability so what's the 38th parallel they're gonna be many many opportunities in HoN bondo so you see opportunity there as well about operation there are just is there yes yes you have to find the right company I hope I found the right companies but who knows now um so finally no this one is for all the aspiring to be Jim Rogers out there when you launch your quantum fund in the 1970 obviously the world was a completely different one you didn't have the search engines or there you know researching internets or whatnot for the assets and the you know the buying assets that we do right now but you know if you are starting out in the war in today's world would you start out with a hedge fund me what kind of advice do you have for all my price is to do what you love whatever is the financial world is not gonna be a great place in the next 10 or 20 years it's gonna be one of the worst places if you want to go where the action is learn to drive a tractor farming is going to be great in the next 20 years in the world but if you don't like farming don't go and you go go to a hedge fund I'm telling you hedge funds and finance is gonna be in decline but if you look but when I went it was in decline but I loved it so I went so do what you love don't listen to me don't listen to the TV don't listen to your teachers don't listen to your parents do what you love listen to your heart listen to your soul yes whoa Jim Rogers an investment legend Indiana Jones of Finance best-selling author there are many ways to explain you but for me it's one of my favorite interviews many many things here for coming under the studio at such an early hour and for your insights today miss moon I love to come to Arianna be with you thank you thank you
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