Jim Rogers: Identifying Opportunities While Markets Are Up to A Fever Pitch
Legendary independent investor Jim Rogers joins Raoul Pal to share his outlook on markets and the lessons he learned on his storied career.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
The. Interview: Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share his outlook on markets and the lessons he learned on his storied career. Rogers tells Pal that this current market environment, marked by record-low mutual fund cash levels and high levels of investing on margin, reminds him somewhat of the conditions prior to the "Black Monday" sell-off on October 19, 1987, which actually occurred on Rogers’ birthday. Rogers stresses the importance of thinking for oneself and argues that China is well-positioned to be the future engine of economic growth and technological progress. Recorded on February 23, 2021.
Key learnings:
- Rogers is very constructive on commodities such as silver, oil, sugar, and various other agricultural opportunities.
- He notes speculative fervor in the current market, particularly in SPACs, but sees opportunities in China and Russia in addition to commodities.
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