저자: JimRogers · 외국인
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결론: 금·은은 버블이 아니며 원자재가 역사적으로 여전히 상대적으로 싸다는 입장. 채권·부동산·주식 버블 관련: 채권은 역사상 이렇게 비싼 적이 없어 버블이라고 주장. 한국·뉴질랜드 등 여러 나라 부동산이 버블을 형성 중이라고 언급. 과거 텐센트·삼성전자·아마존 등이 매일 오르던 시기가 있었고 일부 주식은 버블이었다고 설명. 은 가격: 은은 사상 최고가 대비 60% 하락해 싸다고 주장하나 추가 하락 여지도 있다고 봄. 원자재 분산: 원자재, 특히 농산물과 귀금속은 포트폴리오 분산과 인플레이션 헤지 수단으로 유용하다고 설명. 은의 변동성: 금보다 가격이 낮아 적은 물량으로도 은 가격에 큰 영향을 줄 수 있어 변동성이 크다고 언급. 달러 패권: 미국이 제재 등으로 다른 나라를 고립시키면서 많은 나라가 달러 대안을 찾고 있다고 주장. 엔화는 크게 하락 중이라고 언급. 기축통화 역사: 국제 교환매체·준비통화는 대략 100~125년 정도 지속되는데 미국 달러도 그 시한에 가까워졌다는 취지. 유동성 확보: 투자 포트폴리오에는 금융 위기 대비 즉시 매도 가능한 자산(귀금속 등)이 필요하다고 설명. 금 투자 방식: 디지털 금 등 상품으로 보관·보관 문제 없이 금 투자가 쉬워졌다고 언급. 분산투자 관점: 분산은 부자가 되는 방법이 아니라 브로커가 자신을 보호하는 수단이라고 비판. 헨리 포드처럼 집중 투자해 최고의 바구니를 고르라고 주장하나, 잘못하면 파산할 수 있다고 경고. 리스크: 귀금속 투자 시 긍정·부정 요인을 모두 점검하라고 조언.
다듬은 글
bonds are certainly a bubble bonds have never been this expensive in the history of the world unless they're special situation bonds property in many countries is forming a bubble and if you go to Korea or New Zealand or many places probably certainly formula but not everywhere but in many countries stocks were forming above I mean 10 cent went up every day Samsung went up every day Amazon went up every day not all stocks but stock were forming a problem so the only thing that I know of this cheap I mean silver is down 60 from its all-time high there are many ways to make money buying precious metals gold and silver are among the most readily available precious metals that you can buy and sell on the open markets and are generally considered excellent investments in any economy whether you want to trade some stocks in the stock market buy some gold or silver coins to stash under your mattress or maybe even buy some gold bricks investing in gold and silver is just simple in today's video we will share why Jim Rogers believes gold and silver are not in a bubble but before we get into the Commodities are the only assets I know that are still somewhat cheap on a historic basis so people who must do what they what they know and what they what they figure out but I would say the Commodities are the cheapest asset around right now and I do own that Commodities especially agriculture precious metals add a lot of diversification to the portfolio and are an excellent hedge against inflation while gold is often the precious metal of choice investing in silver is also gaining popularity even though you know that gold is significantly more expensive than silver what you may not know is that the price of silver is also more volatile the lower cost of silver means that a relatively smaller amount of silver is needed to create a significant impact on silver prices as of now real estate in many countries is in a bubble if you go to Korea New Zealand or many places the property is already forming a bubble not everywhere but in many countries stocks were bubbled tencent was growing daily Samsung was growing daily Amazon was growing daily not all stocks but stocks were bubbled so the only thing that's cheap is silver which is down 60 from its all-time high this means it can't go down for a lot more but it's not a bubble when you have an asset that's already down 60.
there are not bubble prices they can be cheaper but Commodities are the only assets that are still somewhat cheap on a historical basis therefore people must do what they know and what they think Commodities are the cheapest asset right now diversification is not a way to get rich diversification is how Brokers can protect themselves if you want to sue them so if you want to get rich find the best basket and put all your eggs in that basket you have to hit the basket or you'll go bankrupt pretty quickly but that's the way to be successful as an investor it's also a way to go bankrupt very easily if you mess up many countries friends and enemies of the United States are now looking for something to compete with the US dollar because Washington especially in the last five or ten years has done a lot to isolate people and say we don't like them so they can't use the US dollar now the Japanese currency is falling a lot the low point is long overdue as enough people are finally acting together to turn this around no International medium of exchange or Reserve currency has lasted more than about a hundred years maybe 125 years since the US dollar was at its peak for a long time but unfortunately many countries were already looking for an alternative because if you have a medium of exchange it's supposed to be neutral anyone can use it for anything therefore many people around the world have already started looking for a competitor if you are building an Investment Portfolio there should be at least some assets that can be sold instantly to meet Financial emergencies precious metals are an excellent example of such assets that sell quickly as silver investment is becoming popular now gold is and continues to be the Beloved precious metal not only for jewelry but also for investment products like digital gold have made investing in gold more affordable and have removed the need to worry about storage and custody I try to find the good opportunities whatever they are and try to focus a diversification is not a way to get rich diversification is the way that Brokers can protect themselves if you want to sue them but if you really want to you know Henry Ford didn't diversify he concentrated in focused so if you want to get rich figure out the best basket and put all your eggs in that basket you've got to get the right basket Jay or you go bankrupt pretty quickly but that's the way to succeed as an investor if you are considering investing in Precious Metals check out all the positives and negatives that may occur at any time in the future
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