Chartwell Capital Limited Hong Kong, Released on 11/2/22
The recent market rout due to rising interest rates, high inflation, and geopolitical tensions is worrying investors that the global economy is collapsing, and stagflation is returning. Is this a 1970s market déjà vu all over again? From the few fund managers who had navigated through the 70s, we can think of no better expert than Jim Rogers, who co-founded the Quantum Fund with George Soros in 1973 and subsequently generated 4,200% while the S&P returned 47% from its inception to 1980. In a recent interview, Chartwell’s Ronald Chan had a strategic talk with Mr. Rogers to discuss his latest take on China, the market and how he will position himself in such uncertain times.
0:00 – China Outlook
6:59 – Singapore & Hong Kong
10:23 – Market Outlook
Part 1 (part 2 below)
0:00 – The Coming Crisis
2:07 – 1970s Stagflation?
5:22 – Investing Then and Now
13:03 – Advice for Young People
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.