저자: JimRogers · 외국인
요약 보기
Jim Rogers는 미국 재정적자와 부채가 지속 불가능하며 달러가 장기적으로 압박받을 것이라고 주장한다. 금과 은은 위기 대비 보유 자산이라 계속 보유하며, 현재는 금보다 은을 더 선호한다고 밝힌다. 세계 전쟁·경기침체 위험을 경계하고, 주식시장 신고가 시기는 역사적으로 경계할 때라고 강조한다. 단기 방향은 명시하지 않는다.
다듬은 글
but gold and silver have been strong are strong and that's because somebody is worried about something whether it's currency debasement or War bankruptcy who knows what they're worried about but somebody's worried about something well I own gold as you well know I've never sold any of my gold which I've had for decades and if it goes down I hope I'm smart enough to buy more if I were buying something today I would buy silver I own lots of silver as well and silver is down 40% or so from its all-time high why gold is making alltime highs so if I were buying something today I would prefer silver but the real answer to your question is I'm not the only person person who knows their problems on the horizon I mean the US debt is staggering if you just look at the numbers and I'm afraid nobody in Washington looks at the numbers but they're incomprehensible they can never be paid I have young daughters they're going to have huge problems with the US economy and currency in their lifetimes it's a good time to be an old American it's not a good time to be a young American because young people people are going to have lots of problems I remember you know in 1924 Britain 50 years later it's not a typo 50 years later Britain was bankrupt totally bankrupt the IMF had to help them pay their bills so this has happened before I'm not suggesting when the us is going to have those problems but I know they're coming I've read enough of History to know that they're coming and it's not good but that doesn't mean Danny that right now not everybody's having a good time nobody sees any problems on the horizon there's no war there's no famine there's no nothing coming down the road but gold and silver have been strong are strong and that's because somebody is worried about something whether it's currency debasement or War bankruptcy who knows what they were worried about but somebody's worried about something I own both because I know I mean I'm an old peasant and all of us old peasants know you better have some gold and silver in the closet if something goes wrong and that's why I don't hope I'm smart enough to never sell my gold or silver or my kids have it someday and I hope they don't sell it either but the world does face I mean Danny War depression they all inflation there are all sorts of things going on out there that could be very very disruptive but at the moment nobody cares everybody says they're not so serious I hope they're not serious you know I don't want to have a war I don't want to have depression I don't want to have bankruptcy I don't want any of that stuff let's hope the world's going to be okay well they're all interconnected if you look back to previous periods in history what happened was you had a little War over here that nobody paid much attention to and then another little war over there people ignored it and the next thing you knew oh my gosh it's on the evening news and everybody knows about the big war that's taking place so no history would indicate that the world is sliding towards more war and bigger Wars so Danny be worried I'm worried anyway because I wish human beings were smart enough to avoid war human beings have been having Wars for hundreds of years no matter how smart human beings are and no matter how much somebody can sit down and say this is a stupid War they all say yeah it's a stupid War it'll be over in six months and it never is so be worried the dollar US dollar is already being undermined if you look at the numbers I when I look at the numbers just the numbers for this year alone they're staggering absolutely stunning how high the debt is and how high it's going and I know it can never be paid off the British went you know 100 years ago Britain 50 years later they were bankrupt I mean history shows this is happening to us and that means that the US dollar is going to come under serious pressure sometime in your lifetime my lifetime and we're going to have more and more currency crisis and my problem is well first of all I own a lot of US dollars at the moment you're probably going to say well why do you own the dollars after what you just said and I will because many people will look for a safe haven during a crisis and they think for historic reasons that the dollar is a safe haven it's not but people think it is I hope that I'm smart enough that when it goes up a lot that I'll sell it your question now should be well what you where will you put your money and I don't have an answer I cannot find a new competing currency for the US dollar all the ones that you would think would be logical have many basic flaws so you and I and the world is going to have more serious problems in the next two or three years be worried well I own both both I'm I'm not as smart as the rest of the world but I own both of those things you talked about I also own silver if either of them go down I hope I'm smart enough to buy more but when the next serious problem comes and it looks more and more likely in the near future when I say the near future the next year or two when that happens everybody historically has fled to gold silver dollars but if the dollar goes very high this time I hope I'm smart enough to sell it because I don't see any solution to the problems of the US dollar longer term and when I say longer term I'm talking about two or three years for some reason the US Stock markets making all-time highs even though the US potentially has problems so yes that's what people are doing but that's part of the flight to to the US dollar if you're going to buy US Dollars you got to own something and many people consider stocks bonds whatever currencies the safe haven I know it's not but as long as people think it is it is well most of these things do happen slowly and then all at once and everybody says oh my gosh how can you possibly own pounds British pounds in the last crisis but many people did but then became impossible down on British P I mean I could remember friends who want to go to Europe even they couldn't take more than 50 pounds to go on an international trip because things were Ser so serious that is always happened during currency crisis as countries have lost their currency status and I repeat I look at the numbers and I am stunned at the US situation and I don't like it I'm an American citizen my kids are American citizens but unfortunately nobody I mean you and I are talking about it that's cuz I keep I keep won't change the subject but most people in America could care less and Washington says oh don't worry we'll be okay we're America well you say it's a slow burn it is a slow burn but it's been going on I guess technically since about the 1980s America became deor Nation for the first time so for 30 or 40 years America has been a deor nation and it's getting worse every day because we keep spending money we don't have so yes it has been a slow burn 30 or 40 years but Danny these things come to an end they always have and then as you point out suddenly everybody says oh my gosh do you know that America's in debt you know America has huge debt and they'll all be shouting at each other how did this happen who did it you did it Daddy did it somebody did it you know these people in Washington did it no the people in Washington no no no it's not us it's not us it's the foreigners it's all because of the foreigners throughout history when a country has problems the first thing the government does is blame the foreigners no matter what it is no matter where it is nobody wants to say oh yes we made a mistake we fou things up we have horrible problems now no no no they say the foreigners it's those horrible evil foreigners that's the problem and then they make even more stupid laws they put on Exchange controls they do everything to make it worse no you should be worried as recently as 1987 the US was a creditor Nation MH that's less than 40 years ago and since then we have been spending as fast as we can spending money we don't have somebody's been doing it though I can I can add I can subtract though I know this does not have a good ending but J for a long time people in Washington have been making these mistakes we have elected them we and our wisdom have elected them but back to the point my point anyway the US is now a deor nation the US is the largest deor nation in the history of the world and if you can add and subtract you will see this cannot continue the British did it and in 50 years they were bankrupt many countries in history have done it it has never ended well printing money spending money borrowing money has never ended well I wish I could say hooray we don't have to worry we have politicians in Washington H that's why we should worry because they don't care about you and me Danny they don't care about our children they care about keeping their job and the way they keep their job is to spend money you want a new park in your town Danny okay we'll give you a new park you want a new anything okay Danny we'll give it to you vote for me well if you by Eastern you mean Asia I mean whether we like it or not Asia has been rising for a few years now the a the Creditor nations are in Asia Asia though is building up its own debt now too I mean Japan you look at Japan it is staggering I mean I love Japan it's a fantastic country but it is staggering to me how much debt they have built up and Danny the population in Japan has been declining for 15 years I mean listen I am not optimistic about the American Stock Market I guess I've made that clear uh I don't like what I see happening stocks are making all-time highs in most of the World by the way nearly everywhere stocks are making all-time highs even China now has started booming so Danny when everybody's making all-time highs and everybody's happy it is usually been a signal that people should be worried and cautious so I would just suggest to people you can do what you want and maybe everything is okay and maybe you're going to make a fortune in the investment markets but historically that has been a time to be worried and ask questions I urge you to be worried and ask questions
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