저자: MarcFaber · 외국인
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Marc Faber는 인플레이션 환경에서 금·은·백금이 선호 자산이며, 달러 외 자산 분산이 필요하다고 주장한다. 핵심 주장: 인플레이션 시기에는 귀금속이 화폐 가치 하락에 대한 방어 수단이 된다. 1970년 금 1온스 35달러에서 현재 1900달러 이상으로 올라 인플레이션을 비교적 잘 따라갔다고 평가하며 본인도 금을 보유 중이다. 달러 가치 근거: 1933년 이후 미국 달러는 국내 구매력의 92%를 잃었고, 1969년 이후 독일 마르크 대비 65%, 스위스 프랑 대비 74%, 엔화 대비 76% 하락했다. 1994년 2.7% 인플레이션 기준으로도 2022년까지 구매력의 절반이 추가로 사라질 것이라고 말한다. 달러 지위: 달러가 사라지지는 않겠지만 달러 외 통화를 쓰는 거래가 늘어날 것이며, 달러권(미국·영국·캐나다·호주·뉴질랜드 등) 밖에 자산을 두라고 조언한다. BRICS 단일통화는 아직 결정 중이라 당장의 관심사는 아니라고 봤다. 주식 및 지역 견해: 투자 커뮤니티는 귀금속이 재미없어 하지만 가치 보존 측면에서 우수하다고 평가. 기타 흥미로운 기회로 라틴아메리카(브라질·콜롬비아·아르헨티나·페루·칠레)와 저평가된 파키스탄, 인도네시아, 말레이시아, 태국, 베트남 주식을 언급했다. 중국 주식은 언급하지 않았다. 리스크 및 조건: 인플레이션 시기 주식시장은 대체로 잘 버티지만 자산별 반응이 달라 예측이 어렵다. 임대료 통제 같은 정부 정책이 부동산 수익을 해칠 수 있다. 지정학적으로 제3차 세계대전 가능성을 언급했으며(본인 견해는 아니라고 함), 그 경우 라틴아메리카에 자산을 두는 것이 유리하다고 봤다. AI 관련주는 달러 약세 이상으로 올랐으나 인플레이션이 모든 자산에 균등하게 작용하지 않는다고 지적. 대부분의 개인에게는 인플레이션 매매가 어려우므로 분산투자가 해법이라고 강조했다. 출연자 전망: 금 장기 보유 지속, 달러 외 자산 분산 확대. 단기 가격 방향 예측은 명시하지 않았다.
다듬은 글
gold and silver and platinum are the favorite assets to hold in the current inflationary environment the dollar will not vanish and just disappear but more and more trade and more and more transactions will occur outside the US dollar and this is one reason I recommend investors who have money outside the dollar uh region and the dollar region includes of course the US the UK then the Rogue members Canada Australia New Zealand and the worst so I would have money outside these jurisdictions during High inflation investors May revert to buying gold as an actual physical asset that holds its value periods of high inflation often correspond with a rise in interest rates and general economic uncertainty as a result gold is seen as a Haven and increased demand results in a surge in price Mark Faber author of The Gloom boom and doom report firmly believes that precious metals like gold silver and platinum are excellent assets to hold during inflation these Metals Safeguard against the declining value of money when prices rise while Faber doesn't think the US dollar will completely disappear he predicts that more trade and transactions will happen using currencies other than the US dollar as a result he advises investors to diversify their Investments and not solely rely on the U.S dollar region which includes countries like the United States the United Kingdom Canada Australia New Zealand and others since 1933 the U.S dollar has lost 92 percent of its domestic purchasing power even at its moderate 1994 inflation rate of 2.7 percent the dollar will lose another half of its purchasing power by 2022.
in international markets the dollar has since 1969 depreciated 65 percent against the Deutsche Mark 74 against the Swiss franc and 76 percent against the Yen gold has historically been a good investment option when the prices of goods and services are rising investors tend to turn to gold as the U.S dollar loses value increasing its demand and value investors may also view gold as an excellent way to store funds for the future when they need extra money and the cost of living has increased Faber highlights the historical resilience of gold as a store of value against inflation for instance the price of an ounce of gold has risen from 35 in 1970 to over one thousand nine hundred dollar which he believes is a reasonable hedge against inflation regarding the potential trend of increased trade in currencies other than the US dollar Mark Faber still needs to be more concerned about the possibility of the brics countries Brazil Russia India China and South Africa introducing their Collective currency Faber believes that unified money for the brics Nations might be an interesting idea but its realization is still being determined and not an immediate concern for investors now watch excerpts from Mark Faber's interview with silver bullion TV before we start smash that subscribe button and remember gold and silver and platinum uh are the favorite assets to hold in the current inflationary environment but I have to say that the investment community they find these precious metals to be not sexy enough they prefer to have something that moves in a day by 20 like stocks like the uni unicorns or the Sparks and so forth a meme stocks and stocks with the large short positions and cryptos and so they love things that they have a potential to go up 20 in one day and gold and silver and platinum don't share that kind of quality but if you want to look realistically in 1970 you could buy an ounce of gold for 35 dollars it's now over 1900.
well in my opinion it's kept up with inflation reasonably well so I hold gold of course now someone else may say I prefer real estate well in inflationary times it also performs well until the time government officials that we have today will decide to introduce rent control and about the brics currencies I'm I I suppose more and more trade will occur between countries and countries and they will settle the trade in non-us dollar currencies but since you asked I see a big opportunity in the stocks of some Emerging Markets first of all the Latin American markets Brazil Colombia Argentina Peru Chile and so forth because in World War III and that is not my view but some of my educated friends they think that world war three has begun Latin America would be a little bit decide the war would be fought between Russia China and the U.S and Europe and so on so in that scenario you want to have some money in Latin America I also like to point out that in Asia we have some very depressed markets including Pakistan and there are some stocks in Indonesia that are cheap in Malaysia in Thailand and Vietnam and at the recent Barons Roundtable not one of the ten panel panelists mentioned Chinese stocks not one or a name in Uncle these some of these stocks are very inexpensive that's where I would look at and not worry too much about whether the bricks will have their own currency or not I would just invest some money outside of the US dollar according to Mark Faber High inflation can lead to a decrease in the value of the US dollar which might worry some people however he points out that the stock market often performs well during inflationary periods benefiting wealthy individuals with significant stock Investments despite this Faber highlights the challenges of investing during inflation as not all assets respond equally to Rising prices some prices may increase more rapidly than others making it difficult for investors to predict which investments will thrive in such an uncertain environment managing Investments becomes easier for most people Faber believes that diversification is the key to mitigating risks and achieving better Financial stability this strategy helps Safeguard against potential losses from specific assets and provides a more balanced and secure portfolio Faber advises that along with withholding some U.S dollars and investing in other currencies and assets from different countries he believes having a mix of Investments outside the United States can help balance the risks and provide better protection during uncertain Economic Times well in the U.S you know someone could argue okay the FED Prince money the dollar goes down but the stock market goes up so the rich people don't care the stock market there's a AI related stocks have gone up much more than the dollar depreciation other stocks didn't go up this much this is the the difficulty with with participating in an inflationary environment the inflation doesn't touch the entire price level equally and everything goes up equally no some things go up here and then they go up there and so forth so you have to do kind of uh trade this inflation accordingly I think it's quite difficult to do it for most people and that's why I'm Diversified yeah and at all times Diversified I have some dollars but also non-dollar currencies they have Investments mostly outside the US we've seen it many times I mean the Romans had a global currency in during the Empire and then it vanished but they're still the Italian league and the Spanish had a Global Currency a reserve currency and the British until after the first World War the British pound was really the Global Currency and then the dollar came up especially after the second world war in a period of high inflation and economic uncertainty investors May increasingly turn to gold as a valuable physical asset that holds its value the demand for gold Rises during High inflation accompanied by increased interest rates and economic instability as a result gold is considered a Haven and its price is likely to experience an upswing due to high demand will you consider investing in gold to safeguard your wealth during inflation please share your thought remember
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