Investment Gems

Jim Rogers is one of my biggest influences in the markets. Although I am not a contrarian, I like his contrarian instinct. He is very commonsensical, making justice to his Southern roots. In the interview below, he talks about global economies and shares his vision about the next few years. His narrative hasn’t changed much during the last couple of years, and this interview does a good job summing it up in one place.

He is bullish on China, noting the Chinese ability to drive innovation. About the US dollar, Jim is bullish in the short term, in case there is economic turmoil, but bearish after that. He believes that there will be other countries, like China, that will try to dethrone the USD. The negative interest rates are also troubling for Jim. He believes it will end badly.

You can check the full interview below.