巴菲特关于美元的讲话，我做了笔记

老巴的口音我有点听不太清楚了，把video翻来覆去听了好几遍，做了四页笔记。

Obviously we don't want to be owning anything that we thought was in a currency that was really going to hell. And that's the big thing we worry about with the United States currency.
 

老巴表达了他对美元的担忧。美元和黄金的走势印证了他的担忧

 

川总其实是希望美元贬值的，弱美元有利于出口，有利于解决贸易逆差。1985年的广场协议就是针对贸易逆差而发起的强迫他国货币升值而使得美元贬值。现在的局势不太可能再来一次广场协议，大家都没那么齐心了，但美元变弱是一个肉眼可见的趋势。