Wealthion, Released on 5/19/25

Jim Rogers, legendary investor and co-founder of the Quantum Fund, has a stark warning for investors: “I’ve seen this party before, and this one worries me.” In this exclusive interview with James Connor, Rogers reveals why he’s exited most of his global equity positions and is now holding massive amounts of cash, gold, and silver. He explains why today’s global economic optimism masks deeper problems: a global debt crisis, unsustainable speculation, and a dangerous shift away from free trade.

Key Topics:

• Why Jim sold all his U.S. stocks
• How the debt burden will haunt the next generation
• What Buffett’s $300B cash pile means, and why Jim agrees
• India’s surprising rise, and why Jim is watching closely
• Why he’s buying silver and gold, but avoiding mining stocks
• What makes Uzbekistan interesting, and Argentina risky

00:16 – Settling in Singapore’s Tropical Efficiency
01:16 – Are Tariffs Ending Rules-Based Globalization?
02:18 – Tariff Taxes: Do Consumers Foot the Bill?
02:46 – China’s Property Hangover: How Deep Is the Slowdown?
03:44 – 90-Day Pause: Will China Compromise on Tariffs?
05:02 – Can India Become America’s Next Debt Buyer?
07:10 – Trump: Mere Disruptor or Global Transformer?
09:42 – Britain’s 1970s Bankruptcy: A Cautionary Tale for the U.S.?
11:24 – U.S. Economy Looks Strong, Should Investors Worry Anyway?
13:14 – S&P Near Highs: Exit Signal or More Room to Run?
14:51 – Speculation Mania: Bubbles from AI to Sports Betting
16:13 – What Catalyst Could Finally Pop the Market?
18:24 – 10-Year Yield Volatility: Are 5% Rates Next?
19:14 – Emerging Markets Radar: Uzbekistan, Argentina & Beyond
24:57 – Buffett Passes the Torch: Implications for Berkshire
26:42 – Inside Jim’s Portfolio: Cash, China & Precious Metals
29:37 – Dollar Dominance: One Last Surge Before the Fall?
32:10 – Jim’s Single Best Advice For Today’s Markets: Be Very, Very Careful
32:49 – From Phone Number “5” to 116 Countries: Adventure Stories

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.

  gold, investing, precious metals, silver, stocks, tariffs