저자: JimRogers · 외국인
요약 보기
결론: 로저스는 미국 주식(특히 FANG)은 공매도, 중국·미국 달러·러시아·금·농산물·설탕에 롱 포지션을 유지하는 입장이다. [미국 주식·달러·채권] 현재 미국 주식시장 대형 FANG 종목에 대해 공매도(숏) 포지션이며, 작년 지수 방어는 이 10여개 종목 덕분이었고 하부는 좋지 않다고 평가했다. 미국 달러를 보유 중이며, 향후 큰 혼란기에 안전자산으로 몰려 달러가 과대평가되고 버블이 될 수 있다고 예상했다. 이때 매도하길 바란다고 언급. 미국 정크본드(하이일드)에 대해 숏 포지션. [중국·신흥국] 중국에 롱 포지션. 중국 정부의 농촌·농업 인센티브가 큰 기회라고 봤다. 러시아 보유 중이며 추가 매수 의향. 카자흐스탄에 흥미를 보임. 이란과 나이지리아에도 흥미롭다고 했으나 아직 투자하지 않았다. [금·은] 금 보유 중이나 최근 5~6년간 많이 사지 않았다. 더 나은 매수 기회를 기대. 금은 결국 버블로 갈 것이며 혼란기에 금·은으로 회귀할 것이라 전망. [농산물·설탕] 농업 보유 중이며 향후 10년 세계 경제에서 가장 흥미로운 분야 중 하나라고 낙관. 특히 중국. 설탕 보유 중. 고점 대비 약 80% 하락해 저평가로 보고, 브라질의 연료용 수요를 기회로 언급. [조건·리스크] 자신이 잘 아는 것만 투자하라는 조언. 농업 투자 전 트랙터 운전을 배우라는 농담 섞인 권고. [출연자 전망] 미국 FANG 약세, 달러 단기 강세 후 버블, 금·은 장기 상승, 농산물 장기 호황, 설탕 반등 가능성 언급.
다듬은 글
hello there welcome to IG today we are joined by legendary investor Jim Rogers so everyone wants to know where you are putting your money at the moment guys I watch IG that's how I find out no uh well I'm long in China uh essentially long China and short the US Stock markets I own a lot of US Dollars I'm short us junk bonds but in you know I have a lot of other things but in simple terms that's my most recent stuff and why you long the US dollar at the moment then there's going to be a lot of turmoil coming in the next couple of years and in times of turmoil Katie many people look for a safe haven they think the US dollar is a safe haven it's not it's not America's the largest deor nation in the history of the world but since people think the US dollar is safe they're not going to buy the Euro they're not going to buy the Yen they're not going to buy the pound Sterling and not going to buy the ruble uh so they're going to put their money in the in the US dollar and it will probably go it'll get overpriced might even turn into a bubble depending on how bad the turmoil is and when that happens I hope I'm smart enough to sell what are your top personal picks then where are the opportunities globally at the moment well my list at the moment is I I am short the US Stock Market mainly the big the fangs as they're called those stocks at never went down the reason the market didn't tank last year the averages didn't was because of those 10 stocks that never went down and so the people think that the market was okay last year it wasn't it wasn't okay underneath but I'm short those stocks I'm long China but that's what I have done I am looking to what to do in the future I own the US dollars I own some Russia I want to buy more Russia I'm looking at Kazakhstan as a place to be they really exciting things taking place in Kazakhstan Iran but it's they're very difficult still for Americans to do business in Iran in the stock market uh Nigeria I'm looking at exciting things are taking place I have not invested in either of those places yet but these are places where I think there might be exciting opportunities what about gold I own gold I haven't really bought much gold in the last five or six years I'm expecting a better chance to buy gold and if it happens I hope I'm smart enough to do something before this is over Katie Gold is going to wind up in a in a bubble before it's over that doesn't mean it can't go down for a while first no no but eventually as chaos rains and people lose confidence in everything whether they should or not people still will revert to gold and silver just because they always have you're heavily exposed in agriculture you always have been gem uh what particular stocks you looking at where are the opportunities not always have been I'm I'm an old person you know always is a very long time in my life uh I do own Agriculture and I'm very very optimistic about agriculture if I the way I see the world agriculture is going to be one of the most exciting parts of the world economy in the next decade especially in China because in China they're doing everything they can to give incentives to the rural community to agriculture I was going to ask you about that then is that one of the future uh markets to look out for agriculture in China especially in China but agriculture everywhere but especially in ger because the Chinese are doing everything they can many countries try to help the farmers but the Chinese now mousy tongue ruined Chinese agriculture boy he was a mess uh and so the Chinese know it and they're giving huge incentives to the agricultural community and to the rural community and as I understand it you're quite exposed to sugar is that right I own sugar yeah but Sugar's had a tough you go when you go to the restaurant tonight be sure to get the sugar take it home okay yeah we do I like a bit of sugar don't we all but why sugar because it's down dramastically I mean it's it's down a lot yes didn't your parents teach you to buy low and sell high is that what it is it's down it's down what 80% from its all-time high there's not much in life that's down 80 80% from its all-time high Sugar's one of those things but isn't there uh lots of demand coming from the lights of Brazil to use it as a fuel I mean there's opportunities but that's good if they use it as a fuel if they burn it up then that's more demand yes many people are using sugar turning sugar into fuel that's been going on for a while but there are other reasons to own sugar okay and to conclude then in terms of Agriculture and commodities what should people be buying then so we've got sugar because it's a bargain you should only buy what you yourself know a lot about it the best thing to do is to become a farmer do you know how to drive a tractor Katie no I've always wanted to learn but well I think you should go and learn to drive a tractor do you know of course oh okay it's not that hard I assure you now these great big huge new things I probably couldn't drive but it's not that hard to drive a tractor drove a tractor when I was 17 years old uh but agriculture has a great future uh for many many many reasons and not just in China all over the world so learn how to drive a tractor okay we'll leave it there I've got to learn to drive a tractor then but I want to comp again don't buy anything because I say buy it only stay with what you yourself know a lot about if you can't drive a tractor you probably shouldn't be investing in agriculture yet but go buy yourself a farm and learn how to farm maybe maybe I will I don't you right I think you're just being nice go ahead Jim Rogers thank you very much indeed it's been a pleasure that's legendary investor Jim Rogers
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