Why is Jim Rogers Avoiding Indian & American Markets?!

Shrishti Sahu, Released on 5/9/26

What happens when one of the world’s most legendary investors says he has sold all his US holdings, exited Russia, avoided India, and is only holding China & Uzbekistan? In this explosive conversation, Jim Rogers joins Shrishti Sahu on the India Opportunity Show to break down the biggest risks facing the global economy today. From America’s $39 trillion debt crisis to China’s rise, India’s overheated optimism, the AI boom, silver’s future, and why “when everybody is bullish, it’s time to worry” — Jim Rogers shares decades of hard-earned investing wisdom, contrarian insights, and brutally honest market opinions. He also opens up about legacy, happiness, investing for his children, and the one principle every young investor should follow. If you’re interested in global markets, macro investing, AI, gold & silver, geopolitics, India vs China, or long-term wealth creation — this is a conversation you cannot afford to miss.

00:00 — Teaser
01:10 — Why Jim Rogers Owns China & Uzbekistan
02:13 — Why Markets Ignore Global Tensions
03:26 — Why Jim Rogers Still Isn’t Investing In India
03:54 — Silver’s 300% Rally Explained
04:25 — “My Silver Is For My Children”
04:55 — Why Jim Rogers Still Loves Gold & Silver
06:30 — Jim Rogers On The AI Boom
07:22 — OpenAI, Anthropic & The AI Valuation Frenzy
08:27 — Best Advice For Young Investors
09:10 — Why Jim Rogers Invested In Uzbekistan
10:01 — US $39 Trillion Debt Crisis
11:27 — Why The US Economy “Doesn’t Make Sense”
12:21 — Waiting For “Despair” In India
13:17 — Why Jim Rogers Still Isn’t Buying India
14:08 — India, Japan & China’s Future Compared
15:21 — Emerging Markets Jim Rogers Is Watching
16:28 — “When Everyone Is Bullish, Worry”
17:36 — Should Investors Sell Their Stocks?
17:56 — Biggest Risks Facing China Right Now
18:43 — Why Jim Rogers Still Holds China
19:25 — Is The Global World Order Changing?
20:50 — Jim Rogers On Legacy, Happiness & Life Advice
21:57 — Final Thoughts & Closing Remarks

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.

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