저자: PeterSchiff · 외국인
요약 보기
결론: 미국 경제는 장기적으로 쇠퇴 중이며, 정치권이 근본 개혁을 하지 않아 대형 위기(달러 신뢰 붕괴·채권시장 충격)가 불가피하고, 개인은 그 피해를 줄이기 위해 자산을 분산하고 금을 보유해야 한다는 주장. [경제 상황 진단] 미국인의 생활수준은 최소 50년간 악화되어 왔다는 주장. 1950년대에는 고졸 없이도 가족을 부양하고 주택·자동차를 소유하며 저축할 수 있었으나, 지금은 대졸 학위가 있어도 최저임금 일자리를 얻기 어렵고 빚을 떠안는다고 설명. [중산층·미국의 꿈] 중산층은 붕괴 중이며 '미국의 꿈'은 악몽이 되었다는 평가. 정부는 상황이 나아진다고 주장하지만 실제로는 계속 나빠지고 있다고 봄. [정책 평가] 키스톤 파이프라인 등 개별 사업(4만 6천 개 일자리 주장)은 침몰하는 타이타닉의 의자를 재배치하는 것과 같다며 실효성을 낮게 평가. 근본적 수술, 즉 비대해진 정부 기구 해체가 필요하다고 주장. [의회 전망] 새로 당선된 공화당 상원의원들도 부채한도 상향에 찬성한다고 밝혀, 의회가 재정 적자 축소를 하지 않을 것으로 전망. 따라서 워싱턴이 움직이려면 더 큰 위기가 필요하다고 봄. [연준과 위기 시나리오] 연준은 2008년과 같은 위기를 막기 위해 금리를 올리지 않고 QE4를 실시할 것이며, 그 결과 통화위기·달러 매도·미 국채시장 붕괴가 2008년보다 훨씬 더 심각하게 올 것이라 예측. [투자 조언] 위기 자체는 막을 수 없으며, 개인은 자산을 적절히 분산하고 해외 자산과 금을 보유해 피해를 줄여야 한다고 권고. 위기 이후에는 자유시장자본주의·제한된 정부·건전한 통화로의 회복 기회가 있다고 봄. [출연자 입장] 전반적으로 비관적이며, 위기를 통한 긍정적 변화를 기대하지만 최악의 변화 가능성도 인정.
다듬은 글
continue here on America's Forum with Peter Schiff the CEO of europacific capital Skyping in from Connecticut Peter it's so good to have you stay with us here uh we began talking about energy prices we may yet return to that theme but as you were discussing the tough economic medicine our nation needs to take politically and really economically I I was thinking about what we hear about our our allies in Japan there they lament a lost decade I'm just wondering Peter in in the wake of the economic belt down of 2008 and the Obama presidency are are we looking at a lost quarter Century economically in the United States it quite possibly could be a Lost Generation in the United States maybe longer I hope it's not going to be a lost Century hopefully we're going to get the message uh before it's too late but yeah I mean if you look at what's actually happening uh the US economy the the standard of living of the average American has been deteriorating I would argue uh for at least the last half century if you go back to the 1950s when the average American without a even a high school diploma could uh support a family you could you'd have a guy who maybe had a job a blue collar job he had a wife that didn't have to work he had maybe four kids uh he didn't have any credit card debt he owned a house he owned a car he could save for retirement uh today I mean you can't do any of that today you you know you need a college education now just to get a minimum wage job and even then you have to you graduate uh with a lot of debt nobody can save for retirement everybody is broke uh you know so I think the middle uh class has been dissipating the American dream has turned into a nightmare and you know the situation keeps getting worse and we pretend it's getting better Peter some Republicans are are hoping it's going to get better by passing the Keystone Pipeline they've been talking about it for a while now do you think and they're suck that it could bring 46 th000 jobs do you think that could help booster boost our economy no again this is the equivalent of rearranging the deck chairs on the Titanic you know we need major surgery here right you know just putting a Band-Aid on something is not going to solve the the problem we we needed Congress to go in there and dismantle uh this government monstrosity that has been erected over the years that's what needs to happen but unfortunately all new Republicans that reelected aren't going to do that I I was just watching uh on on uh ABC this week they had a couple of Republicans who were just elected to the US Senate and the uh the anchor asked them are you going to vote to increase the debt cealing and they both said yes I mean what's the point of that why send Republicans to Washington if their goal is bigger deficits and more government so you know we we've lost the battle before we even fought it so we don't the current Congress isn't going to do anything I think unfortunately we're going to have to have a crisis on a much bigger scale let's say than the one that's going on in Russia right now with the dollar uh to force American politicians to reluctantly do what's right well we should point out for the record Peter shiff that both you and I ran for the United States Senate uh in days past but here we are back in in the private uh jobs but we can talk with great cander about what might happen on Capitol Hill if I'm hearing your right you're you're saying that another meltdown Allah 2008 could result in finally taking the right steps but it would take a dramatic event to get Washington whether the executive branch or the legislative branch or both to finally heed the warnings am I hearing you're right exactly and and I think though we're not going to get a repeat of 2008 because the FED is not going to allow that kind of Crisis if they raised interest rates rates that's exactly what would happen we'd have a worse financial crisis 2008 So to avoid that they're not going to raise interest rates instead they're going to launch qe4 but the consequence of that is going to be a currency crisis a run on the dollar a run on the US bond market which is going to be substantially worse a much bigger disaster far more painful to endure than any type of financial crisis that would have resulted uh from an increase in interest rates but it's going to be that crisis that I think will Force Major change hopefully it's going to be major change for the better uh but there's always a chance it could be major change for the worst Peter so what for the viewers that are listening to this it's it's kind of a a downer to say the least what should we be doing then to help prevent um what you're talking about there's nothing that we can do we we can't prevent it I mean This Disaster is going to happen the only thing that you can do is try to mitigate the damage to yourself right financially to try to have your own assets invested properly to own uh assets around the world to own gold I mean I'm trying to Hope help as many investors as possible to protect themselves now in the aftermath of the crisis there might be a lot that we can do to try to repair the damage and help steer the economy in the country back in the right direction towards free market capitalism and limited government and and sound money but we cannot stop the disaster because the disaster is going to be the only Catalyst for positive change but people who understand the real problem need to be able to articulate it because I know what's going to happen just like what happened in after the 2008 financial crisis the powers that be at the central bank and in government who are the engineers of this catastrophe not on purpose you know that smart enough to do it intentionally sorry to have to stop you right there but our time is up Peter Schiff thanks very much




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