저자: JimRogers · 외국인
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Jim Rogers는 미국 증시가 역사상 가장 긴 강세장을 보이며 모두가 행복한 지금이 경계할 시점이라 주장하고, 미국 주식은 전량 매도했으며 중국·우즈베키스탄 일부 종목만 보유 중이라고 밝힌다. 관세·무역전쟁은 장기적으로 좋지 않고 미중 합의는 실질적이지 않으며 상황이 더 나빠질 것으로 본다. 금과 은은 보유 중이며 최근 추가로 은을 매수했고 은을 지금 산다면 은을 택하겠다고 한다. 은은 사상 최고치(약 50달러)에서 크게 하락한 상태라 추가 상승 여지가 있다고 본다. 영상 진행자는 재정 부채 확대와 통화 신뢰 훼손을 근거로 금·은을 헤지 자산으로 강조한다.
다듬은 글
be worried. Be careful. You know, we've had the longest bull market in American history, the longest period ever in American history without a market problem since 2008. And I mean, Danny, I don't know. Maybe it's going to go on forever. Mr. Trump says it is, but it never has. And it worries me that everybody's so happy.
I know it's never lasted so long. I know we're all happy right now, but Danny, I've been around long enough to know when everybody's happy, somebody should ask questions and worry. As global debt spirals out of control, currencies lose credibility, and central banks lurch from crisis to crisis, one truth is becoming increasingly clear.
We are nearing the end of an economic era. From Washington to Wall Street, cracks are forming across the financial architecture of the West. and smart money is already heading for the exits. Legendary investor Jim Rogers, co-founder of the Quantum Fund and a man who has predicted multiple financial upheavalss, is no longer mincing words.
He has sold all his US stocks, raised the alarm about the unsustainable debt path of Western economies, and placed his confidence where real value still resides, gold and silver. While policymakers insist that inflation is under control and markets remain buoyant, veteran investors like Rogers are rotating into what history has consistently rewarded during times of excess and instability.
Tangible monetary assets. Gold and silver are not just hedges. They are insurance policies against the reckless monetary expansion that has hollowed out the credibility of fiat currencies. Unlike paper wealth, which can vanish with a policy shift or a central bank miscalculation, these metals carry no counterparty risk, they have endured through empire collapses, currency devaluations, and financial crisis, not as relics, but as resilient stores of value around the world.
The shift is already underway. Central banks, particularly in emerging markets, have ramped up their gold purchases to multi-deade highs. This silent accumulation signals a growing mistrust in the long-term viability of the US dollar and other reserve currencies. Silver, often overlooked, plays a dual role in this rebalancing.
It is both an industrial metal essential to the green transition and a monetary asset with a legacy as old as gold itself. With supply pressures mounting and inventories dwindling, silver's undervaluation may represent one of the most asymmetric opportunities of this decade. In today's video, we dive deep into Jim Rogers latest warnings and explore what his dramatic exit from US equities means for the global financial order.
If you're still thinking gold and silver are relics of the past, you might want to think again. If you find value in this kind of hard-hitting analysis beyond the noise and distraction, don't forget to like this video, share it with others who need to hear the truth, and subscribe for more content that cuts through the financial fog.
We appreciate the support and hope you enjoy the video. I see signs that inflation is coming back. It's not here in a big way yet. I know that everybody's making money. And when every when everybody's making money, Danny, who's left who's left to make money? Uh, and I just know that that is usually a sign we're coming to the end.
doesn't have to be, but I just know from my history and my experience, we're getting towards the end. Another reason to be concerned is because nearly every market in the world has been doing well and continues to do well. I mean, there are very few that aren't doing well. China's not doing as great as others, but I mean, even Pakistan is starting to boom.
So, nearly everybody's involved. I know that tariffs and trade wars have never been good. I know that tariffs have never been good for anybody except maybe a few people for a short period of time. So the history of tariffs is not good. Maybe somebody in Washington is realizing that. That's unlikely.
In Washington they don't usually realize anything. But perhaps enough people ha have been or are being affected that they're calling Washington and say, "Wait a minute, Mr. Trump, be careful. This is not good for us or the world." I hope I hope that's happening. And so where naturally, where do you see this concluding?
But if do you anticipate the US and China making a deal? They might make some deal for the press, but I doubt if there's any real lasting deal coming because Mr. Trump and many people are pretty adamant that China's evil and he's made a political career out of it. And I don't think he's going to change completely very quickly.
And I suspect things will get worse before they get better. Roger's warning rings loud in this context. When everything appears calm, that's when the real danger lurks beneath the surface. Complacency in traditional markets is masking deep systemic vulnerabilities, rising sovereign debt, declining productivity, and geopolitical fragmentation.
In such an environment, gold and silver are not speculative bets. They are rational responses to a world out of balance. As capital seeks shelter from the coming storm, these metals are reasserting their role not just as safe havens, but as pillars of a more durable financial future. But even in this flight to safety, volatility remains.
Recent declines in gold and silver prices have led some to question their reliability. Yet that short-term dip may be masking a longerterm structural shift. When trust in fiat currencies erodess and traditional financial instruments fail to deliver real returns, temporary corrections in precious metals are often the calm before a surge.
Historically, such retracements have not marked the end of the story, but the beginning of a revaluation. Institutional investors and central banks alike are quietly accumulating, not selling. Their actions suggest a growing recognition. The current system is unsustainable and something more tangible is needed to anchor what comes next.
In the next segment, Jim Rogers confronts this exact point. He unpacks the recent price moves in gold and silver, not to dismiss the volatility, but to reframe it. His perspective challenges conventional thinking and offers critical insights for anyone trying to position themselves ahead of the next major inflection point.
Let's get back to the video. two or three days action, even a week or two's action is not a whole lot in the historical picture. So, this does not impress me at all. I mean, I would say I notice it, but it doesn't make me change my actions because I know that that when and if we have more problems, gold will go up, silver will go up.
I bought more silver recently because I suspect that this is not over yet. And silver is still down a lot from its all-time high. I own gold. I own silver. I'm not selling either. I bought more silver recently. The all-time high on silver was 50. It made it there twice in history. It is not there now.
It's only about I don't know what is it 30 or 35 now. Uh so conceivably silver can go much higher. And gold is at an all-time high for what that's worth. I own both so I obviously pay attention. If I were buying one today, I would buy silver. I am not selling my gold. I want to buy more gold in future years.
And if I recall from our one of our previous talks, you said you had sold all of your US stocks and you've bought or more silver. Correct. That is still the cor correct statement. I still own no US stocks. I do own a few in China, a few in Usbekistsan, but for the most part, I am out of stock market investments.
Well, I mean, get get out a list of things that are cheap. There's not much cheap anymore. Yes, China is still cheap, or rather, China is still down a fair amount from its all-time high, who Pakistan is, too. But Danny, look out the window. Most things have done very well in the last little while. And I don't know what's going to happen, but I know when everything has done well and is doing well, it is usually a time to ask questions or be cautious.
What we're witnessing today is not just a cycle playing out. It's a systemic reckoning. Decades of monetary expansion, reckless borrowing, and financial engineering have brought the global economy to a precarious tipping point. While policymakers attempt to maintain the illusion of stability with soft landings and managed narratives, the underlying data tells a different story.
Rising debt to GDP ratios, fiscal deficits widening even in supposed boom times, and a central banking framework that is increasingly reactive rather than strategic. In this environment, gold and silver are no longer contrarian choices. They are prudent hedges against the failure of conventional thinking.
Precious metals do not rely on the promises of politicians or the solvency of governments. They are not diluted by quantitative easing or manipulated by interest rate policy. They simply are scarce, enduring, and trusted across millennia as stores of value. When the foundations of the fiat system shake, gold and silver stand still.
Jim Rogers has sounded the alarm, not out of fear, but out of historical perspective. He's seen this cycle before. the calm before the storm, the confidence before the collapse. And he's made his move out of overvalued stocks and into real assets like gold and silver. His message is not about timing the market, but about preparing for what comes next.
Because once a system based on paper and promises begins to lose credibility, only real tangible value holds up. Gold and silver have always been more than just commodities. They are signals. signals that people are losing faith in the system. When these metals rise, it usually means something deeper is breaking down behind the scenes.
And while their prices may fluctuate in the short term, the long-term trend tells a clearer story. The world is slowly returning to assets that can't be printed, inflated, or manipulated away. Gold and silver aren't just investments. They're insurance. They're signals of sanity in a financial world that's lost its bearings.
And in the years to come, they may be some of the few things that still stand firm. If this message resonates with you, if you see the storm clouds gathering and believe in the enduring value of gold, silver, and sound money, then make sure to stay informed. Like this video, share it with others who are watching the same signs, and subscribe to the channel for more analysis that cuts through the noise. Thanks for watching, and see you in the next one.
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