저자: JimRogers · 외국인
요약 보기
짐 로저스는 미국이 심각한 금융위기에 진입하고 있다고 보며 미국채 공매도 입장을 밝힘. 핵심 주장: 연준과 일본은행의 과도한 통화 발행으로 미국 국채 시장이 약세장(베어마켓)에 들어설 가능성이 크고, 단기·장기 미국 국채를 지금 팔아야 한다고 주장. 근거: 연준과 일본은행의 대규모 통화 발행, 30년 채권 강세장 종료 가능성, 2008년 이후 전 세계 부채 급증. 주식시장은 한동안 상승했으나 오래 가기 어렵다고 봄. 미국 주식: 미국 증시는 약세장 가능성이 있으며 애플에 대해 공매도 포지션을 가졌다고 언급. 금리는 상승할 것으로 전망. 일본·러시아: 일본 주식은 고점 대비 75% 하락했다고 언급하며 엔화 약세 속에서도 저가 매수 기회를 강조. 일본 증시 투자 방법으로 환헤지 ETF(WisdomTree Japan Hedged) 제안. 러시아 시장에 처음으로 긍정적 시각을 보임. 금리·연준: 연준이 75bp 인상 시 시장은 호재로 받아들일 수 있으나 최악은 아직 오지 않았다고 경고. 원자재·달러: 석유는 탈탄소 흐름 속 강세장 가능성 언급. 달러는 안전자산 피난처로 보유하지만 버블이 될 경우 빠져나올 것이라 발언. 암호화폐: 보유하지 않으며 향후에도 보유 계획이 없다고 밝힘. 리스크: 우크라이나 평화 여부에 따라 랠리 가능성 언급, 전 세계적 부채 리스크 상존. 출연자 전망: 짐 로저스는 현재 미국 약세장이 평생 본 것 중 최악일 수 있으며 주가가 앞으로 며칠·몇 주 사이 크게 하락할 수 있다고 전망.
다듬은 글
Jim Rogers explains why America is entering a horrific financial crisis are you worried about the state of the economy and the potential for a financial crisis you're not alone many experts and analysts have been sounding the alarm for years and one of the most prominent voices in the industry is none other than legendary investor and Economist Jim Rogers in this video Jim lays out his case for why he believes America is on the brink of a horrific financial crisis one that could be even worse than the Great Recession of 2008.
he delves into the underlying economic factors and structural issues that have been building for decades and explains how they are now coming to a head in a perfect storm of financial turmoil whether you're an experienced investor or just starting to think about your financial future this video is a must watch Jim's analysis is both compelling and eye-opening and his advice is invaluable so if you want to be informed be prepared and be ahead of the Curve Jim Rogers is an American businessman investor and financial commentator he is the chairman of Rogers Holdings and beeland interests Incorporated he is also the author of several books including Adventure capitalist and a bull in China in which he shares his insights on investing and the global economy Rogers began his career working at the investment bank arnhold and S blykroder where he met George Soros together they formed the quantum fund which was one of the first truly Global investment funds the fund had an impressive track record delivering returns of over four thousand two hundred percent over a 10-year period after retiring from the quantum fund Rogers traveled around the world on his motorcycle covering more than one hundred thousand miles through six continents this journey inspired him to write investment biker a book that shares his experiences and insights from his travels in the following years Rogers has been a vocal advocate of Commodities investing and has been bullish on the long-term prospects for the Chinese economy he is also a frequent guest on financial news programs where he provides commentary on the global economy and markets Jim Rogers is considered by many to be a financial expert and his investment advice is followed by many people he is also known for his strong views on the economic issues and is considered to be a value investor Jim Rogers a billionaire investor stated on cnbc's closing bell that he is shorting the debt of the United States government as a result of the creation of large quantities of money by the Federal Reserve and more recently the bank of Japan Rogers made this statement because the Federal Reserve and the bank of Japan have both been printing money according to what Rogers has indicated everything that is taking place at the present moment is entirely fake at this very moment the Federal Reserve is churning out brand new money at a dizzying speed the bank of Japan has said that they want to print an unconstrained quantity of new currency he used the word outrageous to describe the monetary stimulus that was being supplied by the Fed as a direct consequence of all of this new money being created Rogers has a negative outlook on the market for U.S treasury Securities he said that he is shorting government bonds and he thinks that his bets will be beneficial if it turns out that this is the end of the 30-year Bond bull market he stated that he is betting that the bond market will fall into a bear Market in particular he said both short-term and long-term debt issued by the United States government should be sold at the present time he went on to explain that stocks may go up as well but I don't see how this will maintain for very long which was his continuation of his previous statement Rogers is pessimistic about the stock market in the United States and has said that he has been short Apple since the fall he also believes that interest rates will rise on the other hand he feels that there are more opportunities in both Russia and Japan he claims that the bank of Japan's strategy of printing more money is detrimental to the economy of the whole world despite the fact that it is contributing to the development of the markets Rogers characterized the increase in the value of the stock market as being over the sky despite the fact that the value of the Yen had decreased and while the Federal Reserve is also printing money through its quantitative easing program Rogers pointed out that the U.S Equity Market is flirting with all-time highs while Japanese stocks are down 75 percent from their all-time high this is in contrast to the situation in Japan where stocks are down 75 percent from their all-time high the present situation on the Japanese stock market may be described as a bear Market the phrase I hope I'm buying cheap and selling high was how to conveyed his sense of optimism even if the value of the Yen was plummeting and the Japanese Central Bank was continuously producing new currency he was at a loss to understand why the Japanese Market could more than double in size as a method for taking part in the Japanese Market Rogers proposed making use of the currency neutral exchange traded fund known as The Wisdom Tree Japan hedged ETF in addition to this it is the first time in his professional life that he has a positive view of Russia the market in Russia remains unloved despite the country's current process of Reform Rogers is simultaneously putting money into the stock market Bond markets and currency markets if the United States Federal Reserve decides to increase the Benchmark interest rate by 75 basis points the renowned financial analyst Jim Rogers predicts that the market would likely interpret this action as good news this is due to the fact that a rapid increase in interest rates may give investors the impression that the worst is behind them on the other hand he warned that we have not yet seen the worst of it according to Rogers the present bear Market in the United States may be the worst bear Market he has seen in his lifetime which means that stock values in the United States might drop far more in the next days and weeks the present policies of the Federal Reserve will be discussed during a meeting of the Federal Reserve of the United States that will begin today and continue for the next two days the stock market has been on an upward trend for the previous 12 to 13 years which is the longest such streak in the history of the United States and a bear Market is long overdue according to Rogers the author of the book Street smarts Adventures on the road and in the markets he has a very negative outlook on the way things are going in the world today in an interview with ET now Rogers said that the stock market in many countries was trading at very high prices and now that inflation has returned interest rates had to be raised at some point because they had no other alternative bear markets have always been a part of our history and they will continue to be a part of it even if we are very close to entering another one even though I am not trying to scare anybody by saying this I am just stating a fact things are only going to get worse from here on out Rogers commented when there is a big level of pessimism there is often a huge rally when some good news emerges according to Rogers if everything stays the same there is a chance that there may be peace in Ukraine but that would be the ultimate rally however if things remain as they are there is also a chance that there could not be peace according to Rogers a worldwide bear Market took place in 2008 as a direct result of growing levels of debt since that time the levels of debt have significantly increased all across the globe including but not limited to Europe the United States of America Japan and India this may be the worst bear Market I've ever seen in my lifetime which means that it will decline by a big amount during the next several days do I like it no having said that I can't avoid the reality of the situation Roger stated Rogers claims that he has a large amount of dollars in his possession not because the dollar is a reliable currency but rather because many people see the dollar as a refuge of stability in times of unrest he continued saying I hope I am clever enough to get out when the dollar gets inflated when it turns into a bubble a bubble will form once the value of the currency Rises to an unsustainable level according to Rogers it is not beneficial to a large number of countries when the price of petroleum Rises over the ceiling but it is beneficial to a large number of countries now that a large number of countries have ceased running coal mines and Nuclear Generating plants there must be a bull market in oil and it is feasible that it may run for a considerably longer period of time than what the market estimates for its duration Rogers has said that he does not possess any cryptocurrencies and has no intentions to do so in the future despite the fact that the price of cryptocurrencies has dropped significantly thank you for watching this video on the topic of we hope that the information and insights shared by Jim Rogers have helped you to better understand the current economic climate and the potential risks and opportunities that lie ahead it's important to remember that no one can predict the future with 100 certainty and that every individual's financial situation is unique therefore it's crucial to do your own research and consult with a financial advisor before making any investment decisions if you found this video informative and valuable please hit the like button and consider subscribing to our channel for more content on economics and finance and don't forget to share this video with your friends and family as knowledge is power and the more people who are informed the better equipped we will be to navigate the financial challenges of the future
Comments 0