저자: JimRogers · 외국인
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Jim Rogers는 금·은 등 실물자산이 인플레이션과 반복되는 금융위기 시기에 자산을 지키는 수단이 된다고 주장하며 자신도 금과 은을 보유 중이라고 밝힘. 최근 금·은 가격은 몇 달간 조정 중이나 자산에 흔한 변동이며, 조정이 심해지면 추가 매수를 고려하겠다고 함. 구체적 가격·목표가·기간은 제시하지 않음. 미국과 주요국 중앙은행의 대규모 통화 발행과 역사상 최저 수준의 금리가 인플레이션을 부를 것이라 주장하며, 옐런 재무장관 등 정책당국의 '통제 가능' 발언을 불신함. 농업·구리 등 실물자산도 유망하다고 언급. 구리는 전기차 확대로 수요가 늘어 가격이 오를 것이라 봄. 농업은 농민 고령화·경영난 등으로 장기적으로 기회가 될 수 있다고 주장. 투자자에게는 본인이 잘 아는 자산에만 투자하고 타인의 조언을 맹신하지 말라고 강조. 금융위기 발생 시기나 특정 국가는 특정하지 않음. 전쟁 발발 시 패닉 매수 가능성을 언급하며 시장 공포를 기회로 보는 태도를 밝힘. 대상 자산별 1~3개월 단기 방향성 발언은 없고, 금·은에 대한 장기적 긍정 견해 중심.
다듬은 글
only invest in what you yourself know a lot about yes i own silver but if you don't know what silver is or how to buy it please don't go by when there's inflation and when the value of money goes down something goes up in value so if you own the things that go up chances are you're going to be okay you might even make a lot of money but we always have recurring financial crises i mean when i say i see one coming if you don't see one coming there's something seriously wrong i will point out that the secretary of the treasurer in washington says no we're not going to have any more financial problems we've solved all the problems we figured it out well she's got degrees from ivy league schools so if you believe her then we're not going to have any more financial problems i happen to know i've read enough history and been around long enough to know that the world always on not every day but periodically every few years or so has financial problems and sometimes they're really big financial problems that's we are going to have more of those unless the secretary of the treasury is right with her ivy league degrees so i'm not suggesting any anything that's unusual this would be like saying well we're going to have a tornado next year well we always have tornadoes hurricanes etc yes we are going to have more problems and usually in periods like that gold and silver are useful and they help protect you and sometimes you can even make money owning precious metals during times like that that's my view i own silver i own gold and when not buying more now but if this correction continues or gets worse i hope i'm smart enough to buy more gold and silver yes they've been fluctuating recently but that's the story of any asset and i don't know any asset that doesn't have dramatic fluctuations at times gold and silver have certainly had a been in the process of correcting over the last few months but that's not unusual that's the way markets work i do know if i answered your question maybe i went too long come on you know you should talk to liberty and finance to find out the prices i'm just a simple simple investor i don't know i usually try to let the market tell me i mean if i see some panic selling that's usually a good opportunity to buy something um but i mean if america goes to war i might be panic buying i might be right in there with them if we go to war because you know those guys in washington love war and it's not good it's not good for us and it's not good for the world but they love it they have been printing staggering amounts of money in washington but not just in washington all over the world all most central banks copied the us and this has never happened to this extent in recorded history interest rates are lower than they have ever been in the history of the world so yes that's always led to inflation in the past now janet yellen says no no don't worry we have it under control well i don't believe her uh because i've read enough history and as long as they're printing money we're going to have inflation it's a very simple fact that's always happened i wish we could repeal some of those laws but nobody's been able to repeal the laws of supply and demand yet not even washington i don't like saying it but they have complete power they always have and they love to exercise that power they don't care much about us they care about their jobs and their power and if they feel the need to they will say now listen you're all good american citizens yes but we're doing this for your own good we're doing this for the good of the country and the good of the world yes it's it's terrible theft that we're taking your money away from you but it's for your own good don't worry we're helping you and we're helping the world elijah they don't care about you and me if you think yeah you i'm sure you took a good high school civics class but a lot of the stuff we were taught at those high school civics classes aren't true well the first thing that i will say to you and anyone else is only invest in what you yourself know a lot about don't listen to some guy on the on the internet or the tv or that maybe elijah but don't listen to anybody else on the internet or the tv only invest in what you yourself know a lot about yes i own silver but if you don't know what silver is or how to buy it please don't go by buying any silver when there's inflation and when the value of money goes down something goes up in value so if you own the things that go up chances are you're going to be okay and you might even make a lot of money real assets i mean agriculture has got prop had problems it's turning around now that might be a way to protect yourself i certainly own agriculture gold silver precious metals but all hard assets copper gummy coppers going through the roof now because it looks like we're going to have electric cars but electric cars use a lot more copper than gasoline cars if you find the things that are going to go up in value those are the things of oil perhaps natural gas perhaps commodities if you own real things that will go up in value when inflation goes up and money the value of money goes down you usually come out ahead i don't know why other people do other things with their money i make plenty of mistakes so who knows um agriculture has been a nightmare the average age of farmers in america is 58.
the average age in japan is 66. in canada it's 58 uh it's the oldest in recorded history australia it's 58. the highest rate of suicide in the uk is in agriculture millions of indian farmers commit suicide every year i mean agriculture has been a disaster more people in the u.s study public relations then study agriculture you know a lot of you want to get rich they're not many farmers left and they're going to be fewer and fewer and fewer so go and learn how to drive it do you know how to drive a tractor probably not he looked like a city boy a money boy well learn how to drive a tractor there's not much competition and things just get worse and worse and worse well some of those guys are not complete idiots most of them are but they they know they're all printing a lot of money they can look at all their their friends who at other central banks are printing a lot of money they got to do something with it if they want to protect themselves and as i said gold and silver historically have been ways to protect yourself when there's a lot of money printing i don't know what they know as i said most of them are not very smart and i can cite chapter and verse i will tell you it's the story since we got off on them and early in 2008 or maybe it was seven the head economist at the federal reserve in washington said wrote wrote an article saying you know we have a thousand of the smartest phd economist in the world on our staff here at the center at the federal reserve who are these people that say there's going to be problems in real estate who are these people that's going to be an economic collapse we have the smartest people in the world and we know they're wrong i mean you know the rest of that story that was the chief economist at the federal reserve in washington talking about how they were smarter than everybody else and don't worry about there's not going to be an economic collapse and certainly not in real estate we've got things on under control so i mean elijah i've been around a long time these guys that are very smart that's why they work for the government they get government jobs because they can't get real jobs and they think they know what they're doing but some of them do know some of them do know that gold and silver have stood the test of time i mean it's not as if i sit here and love gold and silver but i'm an old peasant and all of us old peasants know that when things go wrong we better have some silver in the closet we better have some gold under the bed so i got some gold over there under the bed and they do too some of them are i mean the russians buying huge amounts of gold because they know what's what's coming they can see we've always had currency crises every few years it depends on the country different countries so when you said there's going to be a currency crisis of course there is that's like saying there's going to be a hurricane in 2023 we know there is and i know they're going to be more currency crises in the world i don't know when or which countries i can give you suggestions but who cares we will have more currency crises and all of us peasants know that during a currency crisis historically you better own some gold and silver or some wheat desperately people desperately will want and those are the things that they've always wanted
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