저자: JeffreyGundlach · 외국인
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결론: 펀드매니저 Gundlach는 2023년 금·은 매수가 합리적이라 보며, 경기침체와 디플레이션 가능성을 근거로 든다. 금 관련 주장: 2년 반 동안 횡보하던 금이 최근 달러 약세와 함께 회복했고 200일 이동평균선 위에 있다고 언급했다. 이를 근거로 현재 매수·보유가 합리적이라는 입장이다. 경기침체 근거: 장단기 금리차 역전(수익률곡선)이 경기침체를 강하게 시사하며, 저축률 급락, 신용카드 사용 증가, 경기선행지수(LEI)와 ISM PMI 부진을 지표로 제시했다. 금리 및 디플레이션 전망: 경기 둔화 시 연준이 완화에 나설 것이고, 이는 금·은에 유리하다고 본다. 인플레이션이 2023년 중 2%까지 내려가고 전년 대비 마이너스 전환될 가능성(디플레이션)을 언급했다. 연준의 인플레이션 예측 실패 이력을 들어 과도한 하락 가능성도 지적했다. 은 관련: 금의 동행 자산으로서 은도 긍정적으로 언급했다. 리스크: 디플레이션 시나리오가 실현되면 연준의 대규모 통화 공급 확대로 이어질 수 있다는 점을 시사했다. 출연자 전망: 금과 은은 2023년 전망이 밝다는 입장이며, 금리 인하와 경기 둔화가 귀금속에 우호적이라는 전망을 유지했다.
다듬은 글
Is it wise for us to pay attention when the king speaks especially when the king says he loves gold and you know when the king loves gold he also loves silver because silver is Gold's favorite little cousin Jeffrey gunlock the bond King do you know this guy if not do a little research on Jeffrey gunlock he is the CEO of double line Capital I've followed him for years I'm going to tell you for people on Wall Street he's different he's no BS and he's a real guy in the real deal he has a webcast he does from time to time and he spoke very favorable about gold and again by default Gold's little cousin silver fascinating information we're going to dig into a few things he said and see why the future looks bright 2023 looks bright four gold and silver right now Mr gunlock might be the bond King but he's not you and you are the most important thing right now right here in Ron's basement we're together from wherever you are in the world trust me you're special your brain is just as legitimate and Powerful as Jeffrey gunlock or anybody else that we may look up to sure he may have 2.2 billion dollars but that doesn't make him any better or any worse for that matter than you or me you are special remember this you're the apple of your mama's eye I'm glad you're here if you enjoy my basement Please Subscribe right here give the video a thumbs up now what did Jeffrey have to say about gold and silver that has us so excited I'll read some quotes to you you don't want to hear me talk the whole time now do you so Jeffrey said that it's a reasonably good time to buy gold and own gold let that sink in one of my recommendations to own was gold over the past two and a half years you haven't had much action in Gold other than sideways in other currencies gold has done quite well and now as the dollars weakening gold is back let me repeat that gold is back gold is back and it's above its 200-day moving average you know I'm really lucky to have you here with me right now but Jeffrey gunlock had some more interesting things to say and that was that right now the yield curve is screaming screaming recession we know what that means when the economy slows down right the fed's gonna have to loosen up and when they loosen up that means rocket fuel for gold and silver and we already knew this next point but it still Bears repeating because it feels good to hear it other indicators pointing to a looming recession include dramatic drop in the consumer savings rate nobody has any money in their savings accounts anymore hopefully you do consumers dipping into their credit cards if you've got credit card debt like I've already told you make that your number one priority to pay that off and the leading economic index Lei published by the conference and the recent ISM PMI data okay that's a lot of uh abbreviations but basically they all say things are going to Poopville all right guys this last point we're going to talk about is the most important thing we need to pay attention to because it could be Atomic for the price of gold and silver now it's real important but it's still not as important as you however Jeffrey starts to refer to the possibility of deflation when he says this he's not ruling out negative inflation negative inflation as CPI comes down this year he compared the movement of inflation to a swinging pendulum it's absurd I'm quoting him here to believe that that the inflation rate would drop from nine percent all the way down to two percent and then magically stop there well you know Jerome Powell right he's The Wizard of Oz He Can Do Magic sure it's almost like a law of physics when you have a pendulum when it gets to an extreme and starts going back along the arc the other way it doesn't stop down in the middle it goes past the middle and hey look what kind of track record does the Federal Reserve have it being able to control and predict inflation remember just a year and a half ago when they were selling us the fact that inflation was temporary oh and then inflation was transitory oh and then reality hit and inflation is a big big problem so to think that they can control this wildly swinging pendulum have you seen a pendulum when it starts swinging wildly it's crazy you can't just stop it Jeffrey's got a great point and we could like swing into a deflationary environment and you'd think the FED would they would freak out if that happened if right we're talking about them becoming looser with monetary policy if they just get inflation under control if we swing all the way to deflation and really I don't hear anybody else talking about this but if that were to happen again it would be an explosion in money printing from the fed the last thing Jeffrey said was this I would suggest and I'm quoting him here that if inflation gets to two percent over the course of 2023 inflation will probably go negative on a year over year basis so there you have it from the bond King he likes gold and he's talking about the possibility of deflation this is going to be an interesting year rest assured I'll be here for you through it all all and until next time be good to yourself
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