The Julia La Roche Show, Released on 11/9/23

Legendary investor and “adventure capitalist” Jim Rogers returns to The Julia La Roche Show for episode 118 to discuss the economy, markets, and where he’s finding opportunity in a world with higher inflation.

0:00 Welcome Jim Rogers back to the show
1:18 Macro view ahead of an election
3:00 Recession outlook
4:48 Inflation
7:03 Bond market
10:15 Inflation globally
11:00 Allocating in a higher inflation environment
12:20 Silver, gold
14:13 Stocks
15:08 Short-selling
17:40 U.S. Dollar
21:34 Moving to Singapore
25:30 Guinness World Records

Jim Rogers co-founded the Quantum Fund with George Soros in 1973, helping to steer the fund to a 4200% return before “retiring” at age 37. He is considered to be one of the greatest investors of all time. Rogers has made two record-setting journeys – once by motorcycle and once by car – and is in the Guinness Book of World Records for doing so. In between his frequent travels, he has served as a professor at Columbia University, started his own commodity index and is a frequent media commentator worldwide. Rogers has also authored six books. He currently lives in Singapore with his family. Jim has authored a half dozen books, including: Investment Biker: Around the World with Jim Rogers (NYTimes Bestseller), Adventure Capitalist, Hot Commodities (NYTimes Bestseller), A Bull in China, A Gift to My Children, and most recently, Street Smarts.

  economy, recession, silver