저자: 짐로저스 · 외국인
요약 보기
짐 로저스는 미국 증시가 장기 상승 후 언젠가 멈출 것이며, 연준의 테이퍼링이나 인플레이션 등으로 조정이 올 때 관료들이 공황에 빠질 것이라고 봤다. 미국 증시 조정 관련: 미국 증시는 12년간 상승해 역사상 가장 긴 강세장이며, 무언가가 이를 멈출 것이라는 견해. 테이퍼링으로 시장이 조정받으면 당국이 놀라 구제에 나설 수 있고, 그 후 마지막 랠리가 나올 수도 있다고 언급. 통화정책 관련: 돈을 대량으로 찍어내 번영을 가져온 나라는 역사상 없었다는 입장. 단기적으로는 좋아 보일 수 있으나 결국 누군가 대가를 치러야 한다고 주장. 블록체인 관련: 블록체인은 전기처럼 세상을 바꿀 기술로 미래가 매우 밝다고 평가. 반면 NFT와 암호화폐가 세상을 바꿀지는 회의적. 부인이 NFT와 일부 암호화폐를 보유했다고 언급했지만 본인의 견해는 바뀌지 않았다고 함. 중국 규제 관련: 일부 실질적 변화는 중국에 좋다고 봄. 중국 주식 전체를 사야 한다고 말하지는 않았고, 관심 종목을 찾고 있으나 이번 주에는 아무것도 사지 않았다고 함. 재난이 곧 기회라는 관점 제시, 여행·운송·엔터테인먼트 분야를 기회 후보로 언급. 메타버스 관련: 본인은 관심이 크지 않고 메타버스 부동산 구매가 현실적으로 와닿지 않는다고 회의적. 다만 라디오·TV 사례처럼 많은 사람이 투자해 돈을 벌 수도 있으니 몇 년 뒤 결과를 보자는 입장. 엔비디아 관련 발언은 없음. 청정에너지 관련: 청정에너지는 장기적으로 확실한 미래가 있고, 청정 에너지를 만드는 기업을 찾으면 큰돈을 벌 수 있다고 봄. 전기차는 구리 사용량이 많아 기회가 많다고 언급. 본인은 아직 전기차를 소유하지 않았으나 향후 전기차로 바꿀 계획이라고 함.
다듬은 글
something is going to stop it yes if it's because they taper and prices uh markets start correcting they will panic they will get scared because they're remember they're bureaucrats and academics they don't know what they're doing blockchain has a fantastic future for the world it's going to change everything we know i am not buying the metabolism i don't buy it but a lot of people have bought it and have made a lot of money we will know we'll know in a few years hi again this is uh jackie we're very delighted again to have mr legend mr jim rogers today with us to speak on a little bit about the commodities market as well as the stock market so the part one of the interview mr jim rogers talked a little bit about his take on the oil market as well as the chinese property market and the hong kong properties market so today we flip the page a little bit and we want to discuss a little bit about the upcoming year in the stock market as well as some up-and-coming assets that many people are focused on such as nfts and cryptocurrency so thanks again mr jim rogers for taking your time out today with us so first question as many people are aware mr jerome powell has officially announced the tapering timeline but so far as we can see we don't see huge taper tantrum like we did last time in 2012 or 2011 or so so do you think there will be a delayed paper tantrum this time so by the middle of next year supposedly the tapering will be finished so do you think this will cause a big crash in the stock market or any other things such as inflation or other risks that will cause a big drop in the stock market in the near future well the american stock market and i'll use that at the base since it's the largest it's been going up for 12 years that's never happened before in american history it's the longest bullish big stream we've ever had so it's going to come to an end someday there are always things that stop him and whether it's mr powell raising interest rates or inflation getting out of hand or just getting wildly overpriced something is going to stop it yes if it's because they taper and prices markets start correcting they will panic they will get scared because they're remember they're bureaucrats and academics they don't know what they're doing when things go down they'll get scared and they'll stop and they'll say oh we're sorry we're sorry we'll save you and then markets will rally and that will probably be the last rally but i want to remind you they don't know what they're doing can you elaborate a little bit on why do you think they don't know what they're doing because many people are accused of in 08 or all night the fed did not do the right thing but some people are thinking that this time around they're doing the right thing so can you elaborate on that part i have never found a time in history when printing a lot of money has been good for a country or good for an economy yes certainly for the short term for a while if you give me a trillion dollars i'll show you a good time but in the end somebody has to pay for it and somebody has to worry so i don't know any times that printing a lot of money has led to prosperity and good times for any country it's just a society or economy got it very good so basically the side effect of printing money is going to start hitting the market very soon yeah it makes sense somebody's got to pay the bill right like you said okay so the second thing i think it's a little bit different from what we have read about you mr jim rogers that you're obviously focused on commodity investment we've read recently that you shared that your wife has actually brought in some nfp with a during an interview with the wall street silver recently so does that kind of change your view regarding cryptocurrency or are you a believer in blockchain in the future i've done a lot of commodities but i've done a lot in other things as well and i hope i continue to do so and just to differentiate blockchain is different from cryptocurrency blockchain is different from nfts blockchain has a fantastic future for the world it's going to change everything we know electricity changed everything we know and blockchain will too i don't know that nfts and the cryptocurrencies will change the world i'm skeptical of that yes my wife is interested in is even bought some but does that change my view no i'm afraid not you know my wife is a grown smart woman she can make her own decisions about a lot of things just like i do i make my mistakes too okay interesting yep okay so this question is regarding the regulations happening in china so in part one we discussed a little bit of your view towards uh what you think about the new regulations and the crackdown in china recently from my memory so you mentioned that you actually think that some of the real changes is good for china actually i agree that as well so recently the crackdown has made the a lot of china a shares or even some of the shares in hong kong drop tremendously of the alibaba's or the 10 cent some even crazier with the education stocks as well so do you think relatively cheap or buying low right now is good time for buying these type of tech stocks or education stocks in china remember you don't just buy the stock market you buy stocks you buy individual stocks i cannot say that all chinese stocks should be bought right now i'm certainly not buying all chinese stocks but i am looking for stocks in china that might be a good buy i've not bought anything this week but but who knows who knows if i found something i will but i never make a blanket statement to buy everything in sight do you have anything in mind that you're maybe prepared to investing in china in the near future i have learned over the years that whenever there's disaster there's opportunities the chinese have a word for that in mandarin means opportunity disaster or the same thing we don't have that word in english because we haven't been around as long as the asians have by the way they have the same symbol the same character in korean and in japanese they pronounce it differently in japan is kokiki so the asians have been around a long time and disaster and opportunity are the same thing so look around you know the disasters that are taking place travel transportation entertainment these may be places where one can find good opportunities interesting all right so last thing we want to take your brain on is the regarding the clean energy and sustainable resources and as well as what's the hottest right now in the market which is the metaverse so what's your take on the sustainable resources and clean energy do you think that's something that investors should look into as well as what's your take on the this new whole metaverse thing that's happening right now a lot of stocks have gone up tremendously because of this new metaverse such as nvidia so i myself as an investor in nvidia very good return this year but i'm not completely sold on metaverse so i want to see what's your take on this well the metaverses obviously are capturing a lot of attention and a lot of eyeballs if you will a lot of people are looking at it uh not me to me it doesn't interest me very much but you know when television came along there were many people who didn't pay attention but it certainly changed the world radio many things have changed the world and it captures people's imagination tick tock you know my kids love tic toc i don't bother with tic toc but it does have a big effect on many people so i'm probably not the best person to judge about the metaverse some of it i don't see as practical i mean buying property on metaverse doesn't strike me as reality but remember a lot of people said that about radio a lot of people said that about tv so i am not buying them out of rose i don't buy it but a lot of people have bought it and have made a lot of money we will know we'll know in a few years yeah interesting yes like the analogy i use is basically the internet right in 2000 the dot com bubble burst nobody knew this it would be what it is today right so this whole metaverse thing i'm skeptical as well but yeah we'll see how how it goes all right and the last question that i mentioned is that clean energy and sustainable resources what's your take on this sector you know everybody likes clean energy nobody wants to go out and breathe bad air or drink bad water so yes of course there's a great future and anybody in the energy business is doing his best to clean it up whether it's coal or oil or whatever it happens to be you know some things like nuclear power are very clean and very cheap and very sustainable if you're careful i mean if your nuclear power plant blows up it's not so clean and it's not so sustainable but yes it is causing changes everybody wants clean air and we're going to see more of it more solar energy more everything if you find a company that can produce clean energy no matter how they do it whether it's by cleaning coal or cleaning oil whatever it happens to be you're probably going to make a lot of money i don't know anybody who's against clean air i don't know anybody who's against clean water so it has lots of political and citizen support we're probably going to have electric vehicles which leads to opportunities for instance an electric vehicle uses several times more copper than a petrol many opportunities developing out there i don't know anybody who is against clean energy so yes find the opportunities great interesting okay so do you yourself own an electric vehicle i do not own an electric vehicle i have a couple of vehicles but i haven't bought a car in a while i suspect the next vehicle i buy if and when i buy one will be electric because i won't have much choice uh in the next few years most of the automobile companies have said they're going to convert purely to electric vehicles over the next few years i've ridden in them i've driven them they're nice but i don't own one yet same so my plan is also to convert soon okay perfect mr jim rogers thanks again we really appreciate your time with us today hopefully we'll get to talk to you soon and uh have a very happy holidays coming up soon and as well as a very happy new year hopefully we can all travel soon and maybe one day get each other face to face same to you yes that was fun let's do it again sometime thank you thanks again bye-bye
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