保羅都鐸瓊斯：“條條道路都會導致通貨膨脹；”他做多比特幣和黃金

瓊斯表示，無論誰下個月當選總統，美國政府的債務和赤字問題都不會解決。

Billionaire hedge fund manager Paul Tudor Jones is betting on bitcoin (BTC), gold and commodities over bonds as he sees the U.S. government's debt and deficit issues worsening no matter who wins the presidency next month.

億萬富翁對沖基金經理保羅都鐸瓊斯(Paul Tudor Jones) 押注於比特幣(BTC)、黃金和大宗商品，而不是債券，因為他認為無論誰下個月當選總統，美國政府的債務和赤字問題都會惡化。

“I think all roads lead to inflation,” he said in an interview with CNBC Tuesday. "I'm long gold, long bitcoin." Tudor added that he would short fixed income, particularly longer duration paper.

「我認為所有道路都會導致通貨膨脹，」他週二在接受 CNBC 採訪時表示。 “我做多黃金，做多比特幣。”都鐸補充說，他將做空固定收益，特別是期限較長的票據。

The U.S. is at an "incredible moment in history," said Tudor, with the national debt rising to nearly 100% of GDP from 40% only 25 years ago. Whoever will be elected next month will have to deal with the issue, he added, but campaign promises of additional spending and tax cuts made by both Trump and Harris would only worsen the problem.

都鐸表示，美國正處於“歷史上令人難以置信的時刻”，國債佔GDP的比例從25年前的40%上升到近100%。他補充說，無論下個月誰當選，都必須處理這個問題，但川普和哈里斯在競選時承諾的額外支出和減稅只會讓問題變得更糟。

"We are going to be broke really quick unless we get serious about dealing with our spending issues," he said.

「除非我們認真對待我們的支出問題，否則我們很快就會破產，」他說。

The only way out of the situation is to inflate and outgrow the debt burden, argued Jones. In this case, the Federal Reserve "should be easy" running nominal interest rates lower than inflation and supporting nominal economic growth above inflation.

瓊斯認為，擺脫這種情況的唯一方法是增加債務負擔並使其超過債務負擔。在這種情況下，聯準會「應該寬鬆」地維持低於通膨的名目利率，並支持高於通膨的名目經濟成長。

He suggested a "basket of gold, bitcoin, commodities and Nasdaq, and zero fixed income."

他建議「一籃子黃金、比特幣、大宗商品和納斯達克，以及零固定收益」。