저자: JimRogers · 외국인
요약 보기
결론: 짐 로저스는 금이 1,000달러 아래(약 950달러 부근)로 떨어지면 매수할 계획이지만 지금은 매수하지 않으며, 미국 증시는 큰 폭의 조정(50% 이상)이 올 수 있다고 본다. 금 가격 전망 금은 2011년 대상승 이후 긴 조정 중이며, 반등이 나오지 않으면 조정이 끝나지 않았다는 입장이다. 이미 보유 중이지만 950~1,000달러 부근에서 추가 매수할 의향이 있다. 금이 과열되면 버블로 번질 수 있다고 경고했다. 미국 증시 전망 미국 증시는 사상 최고치 부근이라 매수하지 않겠다고 밝혔다. 단기적으로는 트럼프 관련 호재로 블로우오프 상승이 나올 수 있으나 이를 노리는 데 자신이 없다. 다음 약세장은 2008년보다 나쁠 수 있으며 50% 이상 하락 가능성을 유지한다. 미국 연준 대차대조표가 10년간 500% 늘어난 등 부채가 극단적으로 증가했다고 지적했다. 무역 정책 나프타 재협상과 무역전쟁 우려에 대해 무역전쟁은 누구에게도 이익이 없으며 미국 소비자 물가 상승으로 미국에 불리하다고 비판했다. 투자 아이디어 현재 사고 싶은 것은 없다고 했으며, 장기적으로 짐바브웨에 주목하라고 제안했다. 화폐 및 금 관련 주장 연준은 금을 싫어하며 큰 정부가 권력 유지를 위해 통화를 찍어낸다고 주장했다. 금은 6,000년 역사의 화폐이며 중앙은행과 정부의 무제한 재정 집행을 억제하는 장치라고 강조했다. 중국의 석유-금 교환, 러시아의 금 비축, 터키 대통령의 금 기반 대출 제안 등을 근거로 세계는 금을 화폐로 보고 있다고 주장했다. 달러 체제 리스크 달러의 기축통화 지위가 흔들릴 수 있으며 이후 전략을 준비하는 사람들이 있다고 언급했다.
다듬은 글
joining me today is Jim Rogers chairman of Rogers Holdings that Jim good to see you again thank you for joining us I am delighted to be here Danielle how are you I'm doing great and since about last time we spoke you said that if gold doesn't rally when bad things are happening then the correction isn't over now we're up a little bit this Thursday but what's keeping gold from really taking off your Jim and yellow as I've said to you several times before I'm still not a buyer until gold goes under a thousand US dollars an ounce I own gold I hope I'm smart enough to buy a lot of gold when it gets there but you know we had a huge blow off back in 2011 and I've been around long enough to know that huge blow offs usually take a long time to correct in my view that's what's going on I mean I'm not a very good trader but that's how I see the world so with the tough summer it's been four for gold Jim I know you've said in the past many times that you buy it when gold is down was that a good time for you not yet I'm still waiting for her from 950 or so 950 a US dollars an ounce or something like that it may not get there if it doesn't it's okay I own a lot of gold but that's when I what I plan to do Daniela if it gets there I hope I'm smart enough and brave enough to buy a lot of gold because before this is over before this is over Danny gold is gonna turn into a very overpriced and I said it might even turn into a bubble let's move on to equities now Jim as stock markets as you know have climbed even higher since the last time we spoke our valuations just over stretched here and is now a risk on or a risk off period Daniel you say markets humming have many markets in the world that have collapsed that are down a lot you're talking about United States stock market let's look at the u.s.
believe it or not that's not the only mark and in the world then yeah yeah the US markets making all-time highs I'm not interested in buying any market making all-time high and it looks like it might well go higher you know if Trump comes up with some good news for a while instead of all this bad news you can have a blow-off in the US stock market right you can have a one file move but I don't I'm not smart enough to buy blow offs I can't I don't know how to do that I know we also spoke about how you foresaw or could easily see in over 50 percent correction happening in the US stock market are you sticking to that oh yeah it's gonna be worse than that Danielle when the next time we have a bear market and I wish I were smart enough to know when it's gonna be the worst in my lifetime there are 2008 we had a problem because of too much debt Danijela the debt has gone through the roof since 2008 the Federal Reserve in America alone has increased its balance sheet by 500% in ten years I mean that's unheard of that has never nothing like that has ever happened in history and these are crazy things going on Jim I'd love to get your thoughts now on you know the NAFTA deal and unfold Lee unfolding and dismantling here you know we never risk what that posed to to someone's portfolio well if it turns into a trade war and mr.
Trump keeps saying he wants trade wars it's not good for anybody nobody's ever won a trade war and trade wars have never been good for anybody we saw that the Mexicans and their Americans did something recently but I look at that what details we have and I see what's going on here this is bad for America it means that prices are gonna go up in the United States I was that good for anybody at all maybe there are the details I don't know about but so far what's being negotiated mr.
Trump keeps saying it's a triumph but I'm an American citizen and there 325 million of us it doesn't look good for us from what I can see hmm all right Jim final words for investors you know I love asking you what you're buying or selling right now so right now in this time what does Jim Rogers love I cannot think of anything I love I've learned in my life that if I love something I should not do it I learning other way when I get to enthusiasts again I cannot wait to buy something I need to calm down go to the beach or do something so at the moment I don't love anything I am Bob Lee I'm buying Zimbabwe you know Zimbabwe was ruined for 40 years by a crazy dictator there's a new guy he may be worse he may be better but he's certainly different so you should think about Zimbabwe if you're looking for something to buy has the Fed hate gold and you know a lot of people at least in this audience would remember the little exchange I had with Bernanke and I asked him his Gold money and it took him a long time to figure it out you know a long long pause he says no so I guess he just dispelled and I aim a mission to dispelled 6,000 years of history or used to be money a lot of people still think it's money but it has its ups and downs but right now I think gold is moving back into the into the arena of monetary fear not necessarily here but on the subject of why does the Fed hate it so much and very simply I think big government hates it and the Fed is a facilitator it's a it's the way they print money and creat power create wealth for special interests it's a way to tax people spend money run up the debt and print the money so it's a sinister plot against the people that's why I'm convinced when the people really get an understanding they they want something better than the than the Federal Reserve money we know originated in the marketplace before we had anything else when they had very very complicated and inefficient bartering it finally advanced in history when they accepted the notion that a universal money like gold and silver of the precious metals all of a sudden it advanced trades and and development and this this is something that is recognizable when money fails and our money's been failing and we can talk a little bit about that history on how the Fed deliberately did that because they wanted to enhance the power and but now that we see in the failure is the problems that it is claimed we don't have anymore and everything is hunky-dory in this in this economy that we have we have a lot of problems basically around debt and the debt accumulation but around the world the world depends on the dollar we're seeing the failure of the system and whether is a turkey and euro and Spain and Italy and Venezuela all these places but guess what you don't have to guess Chris because I know you've thought about it there are people now that are working on a strategy of what's going to happen after the dollar loses its reserve status and I think that is a big issue yes and our position is for as many people as possible to understand the importance of gold silver just market money and as you mentioned these were created these were chosen by market participants because of the qualities they had now the reason government hates it is because government is about power and they don't want any financial checks by the population and right now they have none they can finance whatever they want whether and it's all the things that we hate they could finance their wars they could finance their bailouts of their cronies or foreign countries or god knows who they're bailing out and because they can create the money they do not have to come to us and ask us so they basically do as they please and that's why they hate gold and I remember talking about a gold early on even in in the 70s especially I had a union leader come up to me who was a bit sophisticated you know and he came up and he says I know what you're talking about Gold has always been the friend of the working class and a lot of people you know sort of frown on that but that really is true it protects the purchasing power protects it's real wage it's real wages go up there's so many things that you can argue and yet we're we're challenged and we have to challenge them and that is the universal teaching in our universities I mean that is really the problem you know whether it's the cultural Marxism and the social sense whether it's the economics of Keynesianism or socialism those are the things that we have to challenge because we're confident enough that Liberty can answer these questions and protecting Liberty at the same time of enhancing prosperity that's a worthy goal as far as I'm concerned yes and I believe and I have no proof of this that Ben Bernanke knows that gold is money he just can't say it that would be for the central banker to say gold is money Americans are not supposed to think that gold is money so much so many years of propaganda have been invested to have Americans just dollars or it but you know the world is a lot bigger than America and the areas of the world where a majority of the population lives China Russia there you know China recently set up an oil for gold exchange Russia has been stockpiling gold recently Turkey's president era Doha and I have a quote from him he said why do we make all loans in dollars let's use another currency I suggest that loans should be made based on gold well how about that so gold really is thought of money around the world it's just America we're kept in a bubble over here it is true it protects the purchasing power protects us real wages real wages go up there's so many things that you can argue and yet we're we're challenged and we have to challenge them and that is the universal teaching in our universities I mean that is really the problem you know whether it's the cultural marxism and the social censor or whether it's the economics of Keynesianism or socialism those are the things that we have to challenge because we're confident enough that Liberty can answer these questions and protecting Liberty at the same time of enhancing prosperity that's a worthy goal as far as I'm concerned yes and I believe and I have no proof of this that Ben Bernanke knows that gold is money he just can't say it that would be for the central banker to say gold is money Americans are not supposed to think that gold is money so much so many years of propaganda have been invested too have Americans just dollars or it but you know the world is a lot bigger than America and the areas of the world where a majority of the population lives China Russia there you know China recently set up an oil for gold exchange Russia has been stockpiling gold recently Turkey's president era Doha and I have a quote from him he said why do we make all loans in dollars let's use another currency I suggest that loans should be made based on gold well how about that so gold really is thought of money around the world it's just America were kept in a bubble over here piling gold recently Turkey's president era Doha and I have a quote from him he said why do we make all loans in dollars let's use another currency I suggest that loans should be made based on gold well how about that so gold really is thought of money around the world it's just America we're kept in a bubble over here is thought of money around the world it's just America were kept in a bubble over here and a bubble over here you
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