저자: JimRogers · 외국인
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짐 로저스는 미국 증시가 사상 최고치 부근이라 버블 위험이 크다고 보며, 연준의 초저금리가 실수라고 비판한다. 금리와 금에 대해서는 장기적으로 금리가 정상 수준(4~7%)으로 돌아갈 것이라 보고, 2010년부터 금을 사지 않았으며 금이 1000달러 아래로 떨어지면 대량 매수하겠다고 밝힌다. 러시아 주식은 서방 제재로 가격이 눌려 있어 매수 기회라고 주장하며, 제재는 근거가 없다고 평가한다. 튀르키예도 공황 국면에서 매수할 만하다고 언급하지만 충분히 검토하지 않았다고 덧붙인다. 유럽은 부채와 분리주의 문제로 안전하지 않다고 보고, 다음 약세장은 신흥국에서 시작될 수 있다고 경고한다. 투자 원칙으로는 잘 아는 것에만 투자하고, 분산투자는 부자가 되는 길이 아니라며 집중투자를 강조한다. 모르면 단기채 등에 돈을 두고 기다리라고 조언한다. 영상 설명란이 없어 방송 시점은 2018년 9월 이후로 추정되며, 당시 발언 기준의 장기 견해 위주라 현재 시점과 맞지 않을 수 있다.
다듬은 글
hello team how you doing Melissa I am delighted to be here on so what's new what's new what's new investment opportunities what's what about risks tell us max you should watch financial strategies to find out what invest in Russia China maybe Japan you should invest in markets that are down don't really press do not invest in America it's it's at an all-time high investing for the sort of everything starts if you if you know about selling for what yes you can start learning the technology technology okay but be careful because we're a bubble yeah I mean bubbles things go much higher than anybody expects it yeah including me yeah so where what is the main risks markets facing right now the United States Trump Trump in the federal I said you know Washington DC and another reserve keeps making mistake after mistake after mistake Trump keeps making mistake after mistake after day so that I guess that's the main risk and of course the American stock market is near its all-time high that's the risk so what's what's what's the real risk inside the Federal Reserve what's what's what what can go wrong well they don't know what they're doing is the first they have driven interest rates to the lowest level and in history they have never ever never in history he have interest rates young this low all over the world and worse we don't they don't know what they're doing it's sometimes they will say well this is an experiment you're experimenting with my money but everybody because they don't know what they're doing and eventually when we're gonna pay the price the debt has gone very very very high over the world interest rates are nothing interest rates are going back to a proper level someday what is we label four percent seven percent six percent what is what it should be next what should it be if I told you what interest rates are going to go you were stopped now we'll just say one thing to you matter in America we had a 35 year war market in bonds yeah 37 years now before that the previous bear market was 35 years so in America we have these very long have had a very long bull markets and bear markets in laws so the last time that we have a bear market government bonds thermal sold had over 15% oh gosh short-term interest rates were over 22% you ask me where they're going going back okay it won't happen next so what about what about gold some people predict that we are in a bear market for 10 or 15 years well let's see I stopped buying gold in 2010 2010 still I never know when you might need some yoga but I stopped by serious gold in 2010 I'm waiting okay go if go when gold goes under one thousand US dollars per ounce I hope I'm smart enough to buy a lot of gold yeah because before this is over haha gold is going to be a huge bubble and it's going to go very very high but I'm waiting for it to go down one more time first okay well so what about Europe you know okay is it safe it will be the first place never you never use the word safe so when we're talking about investments the big picture of Europe is falling apart yeah the countries have huge debts yeah many separatist movements in in countries but many people just want out I know something's wrong and when something's wrong they blame other people like lying foreigners or not the next bear market is going to be the worst in your lifetime will it start with emerging markets usually it does usually yeah it usually starts sometimes where we're not looking time to unload Russian stocks if I had to buy stop somewhere Russia's a place I had rather by Russia then sell Russia I'd rather sell America and buy for instance yeah now Russia still hated Russia doesn't have a lot of debt mm-hmm no Russia's done a lot of things right in the last few years but less wrong yeah other countries no no sanctions sanctions I know max you're supposed to buy the lower stuff it's supposed to buy low yeah the sanctions have driven things down you're not the only person that knows about sanctions I know everybody knows and that's why Russian stocks are down if you wait till sanctions are removed yeah so yeah no sanctions are insane they should not be sanctions I think the reason for the sanctions is they're false mm-hmm fake reasons for the absolute sanctions America's made a terrible mistake but they're there so it is driven prices down in Russia and so if thrush is going to survive and I think Russia will survive you should think about buying Russian investments what about Turkey ah what's go what's going on there what does they want what on earth what the United States wants from the turkey America America said something about some faster there's one guy that nobody in America ever heard no reason yet the world might go to war and go bankrupt this guy but even if you let him go we're still going to have sanctions why I don't know why I don't think he knows why he thinks because you weren't nice to me you didn't treat me from I don't know say when Turkey has built up huge amounts of debt yeah in the last few juhyun mounts our debt so it's not that says it's not just sanctions he built up a lot of debt and they're in a bad neighborhood so there are reasons that this has happened even if there weren't yeah the Americans right now the reasons that they're in trouble so okay so what if I do like turkey yeah I mean even even lower well I mean I don't I haven't had the time to really do my homework and look at it obviously but if I had if I had to say I would say bye brother themself but I I'm not this is what you're supposed to buy at times like this when everybody is scared to death and you and I are sort of like on Turkey that's when you're supposed to go yeah and even if they go lower you know in my experience three years from now five years from now you will say I was really smart I know I should be because I've seen this many times before so is it is it possible to have two separate the declines in the unit all the stock markets in the United States and the merchant Marx well these will be super nice declined or Americans to go high while in Marshall markets go down it can happen for a while and it usually does the major markets hold up when other others go down but in the end they're all going to deal with that no no it's going to be terrible not we should watch you should watch your should we do what's what kind of main thing is you only invest in things that you yourself know about you don't listen to somebody you co don't listen to me on TV maybe listen to you but not me I stay with what you know don't listen to somebody on the internet or TV because when things start going wrong you will not know what to do so the most important thing is stay with what you know if you don't know anything to invest in then just put your money in the bank yeah you know and on short term bonds or something and wait so what do you think about the diversification of investment portfolios Woodmoor no no no no way diversification you're not gonna get rich if you want to get rich diversification is something that the stock brokers invented so they can't get sued you know you have all of this other side know if you want to get rich yeah have you heard of a Henry Ford yes for sure he didn't diversify he put of all of his money into Ford Motor Company have you have you heard what's his name the guy at Microsoft go gates yeah he didn't diversify what he did burst about now if you were to get rich yeah you find him you put all your money in one basket home you have to make sure it's the right basket just the right one basket and you watch the basket very very closely right if you have the wrong basket you go broke what would you recommend to reach people who wants to stay reach just what I tell you invest in what you know or find a person mm-hmm a smart person that you know is I didn't trust and let her take care of your money and that's what some rich people do but you have to make sure that the person you give the money to ya knows what she's doing because they're many him Oh thousands of uncles who say they know what they're doing absolutely okay so thank you very much Jim oh it's my thank you so much it was real pleasure I urge you to watch financial strategies watch Peniston strategy which makes energy murders yes wouldn't see you guys around don't listen to me listen to you you
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