保罗·都铎·琼斯：“条条道路都会导致通货膨胀；”他做多比特币和黄金

琼斯表示，无论谁下个月当选总统，美国政府的债务和赤字问题都不会得到解决。

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.

亿万富翁对冲基金经理保罗·都铎·琼斯 (Paul Tudor Jones) 押注于比特币 (BTC)、黄金和大宗商品，而不是债券，因为他认为无论谁下个月当选总统，美国政府的债务和赤字问题都会恶化。

“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.

“我认为所有道路都会导致通货膨胀，”他周二在接受 CNBC 采访时表示。 “我做多黄金，做多比特币。”都铎补充说，他将做空固定收益，特别是期限较长的票据。

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.

都铎表示，美国正处于“历史上令人难以置信的时刻”，国债占GDP的比例从25年前的40%上升到近100%。他补充说，无论下个月谁当选，都必须处理这个问题，但特朗普和哈里斯在竞选时承诺的额外支出和减税只会让问题变得更糟。

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

“除非我们认真对待我们的支出问题，否则我们很快就会破产，”他说。

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.

琼斯认为，摆脱这种情况的唯一出路是增加债务负担并使其超过债务负担。在这种情况下，美联储“应该宽松”地维持低于通胀的名义利率，并支持高于通胀的名义经济增长。

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

他建议“一篮子黄金、比特币、大宗商品和纳斯达克，以及零固定收益”。