Friday, May 17, 2019

The Coming Crash, Gold, Bitcoin and Asia, What's Next?

Despite my technical difficulties I had a great interview with Jim Rogers. We talk about the coming crash he sees, gold, bitcoin and more!

- Source, Talk Liberty

Monday, May 13, 2019

Perfect Timing: A Lesson Learned the Hard Way

Jim Rogers talks with Steve Diggle about tripling his money and then giving it all back. The self-described “worst trader in the world” sheds light on how to think independently in order to see the truth.

- Source, Real Vision

Saturday, May 4, 2019

Jim Rogers is the Latest Investing Guru to Launch an ETF to Trade Like Them

Jim Rogers is the latest investing guru to venture away from active management by attaching his name to an exchange-traded fund.

The Rogers AI Global Macro ETF (BIKR) launches Thursday in New York. It’s based on an index that tracks a model Rogers, 75, and his team at Ocean Capital Advisors have created using machine learning to analyze global economic data. The ETF, which primarily follows U.S.-listed single-country ETFs, will rebalance monthly based on that analysis.

“We think it will hit a particular segment of the market that has followed Jim and is interested in following him in an ETF,” said Sam Masucci, founder and CEO of ETF Managers Group, Ocean’s partner in launching the fund.

The fund’s launch follows that of the NYSE Pickens Oil Response ETF (BOON)in February. Noted oil investor T. Boone Pickens’ firm, BP Capital Advisors, and the New York Stock Exchange created the fund to track both producers and consumers of U.S. oil and gas. Pickens, 90, has disclosed his health is declining and announced in January the closure of his hedge fund. BP Capital will still operate its energy-focused mutual funds.

BOON is up 7 percent this quarter.

“If you have the brand that these investors do, you might as well leverage it,” said Matt Markiewicz, former director at BlackRock iShares and director at Innovation Shares, which launched a blockchain ETF this year.

“Half of the ETF game is about marketing and distribution,” he said.

Rogers co-founded the Quantum Fund with George Soros in the 1970s, which in its heyday gave investors massive outperformance versus the S&P 500. Rogers then went on to launch the Rogers International Commodity Index, which is up more than 140 percent from August 1998 to December. He is now chairman at Ocean Capital Advisors.

“The internet and artificial intelligence are changing and have changed everything we know including finance and investing; Ocean’s new ETF is part of the same trend,” Rogers said in a statement. “I hope we get it right. We will all be extremely pleased someday if we do.”

Exchange-traded products track a basket of stocks or assets. The funds trade on exchanges like stocks, and their low fees have drawn investors away from the traditional, typically more expensive route of hiring a money manager to actively pick stocks.

That said, it’s unclear whether strategies well-known investors have used to make a fortune in hard assets such as commodities will translate well to an ETF. Simply having the brand of a well-known investor may also not be enough to attract money in the crowded world of exchange-traded funds.

- Source, CNBC

Monday, April 29, 2019

Wiener Börse Insights: Talk with Jim Rogers

CEO Christoph Boschan and Jim Rogers, who jointly invented Quantum Funds together with George Soros in the early 1970s and became a national capital market hero when we woke up the Vienna Stock Exchange in 1985, in a spontaneous interview. 

The V-Log "Wiener Börse Insights" shows you the work of a stock exchange behind the scenes or gives you spontaneous insights. This format was produced on a mobile device.

- Source, Vienna Stock Exchange

Sunday, April 21, 2019

Jim Rogers: Investing in the Real World


1. How Jim got started in Investing 
2. Process for developing a Trade Idea 
3. Jim’s Edge in Investing 
4. Position Sizing for an Investment 
5. Bubbles & Collapses 
6. What Yield Curves are Signaling 
7. MMT – Modern Monetary Theory 
8. Gold, Silver, US Dollar & Cryptocurrencies 
9. Central Banks

Tuesday, April 16, 2019

Jim Rogers: The Coming Global Financial Crisis Will Be The Worst In Our Lifetime

Renown investor Jim Rogers joins Geopolitics & Empire to discuss the coming global financial crisis, what central banks will do to delay the inevitable, the dollar and de-dollarization, the Eurozone, gold, China and the Asian Century, President Trump and the political divisions in America, and what the American Empire's wars abroad mean for the world and the USA.

Wednesday, April 10, 2019

Investor Jim Rogers Bullish on North Korea Amid Global Economic Woes

Famed financial guru Jim Rogers predicts North Korea will be the biggest investment opportunity over the next 20 years even though the world is facing the "worst" economic crisis in his lifetime.

The investor, who co-founded the well-known Quantum Fund with George Soros in the 1970s, said he was confident about the potential of North Korea despite the collapse of talks last week between U.S. President Donald Trump and North Korean leader Kim Jong Un to denuclearize the Korean peninsula.

"The process has slowed but [it] will continue," he told Nikkei in a recent interview.

There were considerable investment opportunities on the Korean Peninsula. North Korea "wants to denuclearize and open up. The Chinese and Russians are pouring into North Korea because they see great opportunities," he said. "There are [vast] natural resources [as well as] dedicated, cheap and educated laborers."

In South Korea, there is also "lots of capital and management expertise," he noted. However, he also expressed concern that the U.S. military, which has thousands of troops stationed on the peninsula, could hinder North Korea's opening. "They do not want to leave," he said.

Rogers also expressed fears about the world heading into a major economic crisis fueled by overwhelming debt, which he claims started because of the loose monetary policy in the U.S.

"We're closer to the end," said Rogers, who is also the creator of the Rogers International Commodities Index and shairman of Rogers Holdings. The U.S. has been experiencing a long period of continued economic expansion in which "it's been over 10 years since we had a bear market or an economic problem in America," although he noted that this does not necessarily mean the economy is headed downward.

While there is still the possibility of expansion "lasting another 10 years," he said he has nevertheless been preparing to weather a financial storm. "The next economic problem will be the worst in my lifetime," he added, and stressed that since the global financial crisis in 2008, debt has skyrocketed worldwide, to the point that it is "out of control."

The investor brought up examples from the past. "In 2007, when Iceland went bankrupt, nobody knew where Iceland was." However, Ireland, then iconic firms including Bear Stearns and Lehman Brothers soon followed and went bankrupt, which made everybody realize that the "bear market had started." He compared this snowball effect to the current situation in which Latvia faced a financial crisis, then Argentina and then Turkey.

When asked what could trigger an economic crisis, he said that "unexpected corporate and local government bankruptcies in China will be the cause." In the past five to 10 years, debt has accumulated there. Although the government is trying to reduce the amount of debt, "when everybody starts cutting back, the economy will start to slow down."

China is also engaged in a trade war with the U.S. Rogers believes there will be "good news" in the near future where "the Chinese will agree to buy more agriculture, for instance, or might agree to purchase more energy from the U.S." However, his long term outlook is more pessimistic. "I know things will get bad a few months from now or a year from now," he said. He also noted that Singapore is in a sticky situation where "the economy is starting to feel the effects of the China-U.S. tension."

Regarding the U.S. Federal Reserve, which has indicated that it wants to keep interest rates steady while also eyeing an end to the balance sheet reduction, he said, "In the short run, it will make the circulation of money better." However, he was also critical, saying, "More money, happy days for a while. The American central bank started this whole thing. They didn't know what they were doing. Major central banks printed unlimited amounts of money and now they're buying stocks and bonds. This is insane. This is not the way central banks are supposed to operate."

Interest rates have been the lowest in history. "If they continue in this way, debt will rise even more. If we all cut spending and stop printing money and reduce debt, that alone will cause problems. If we don't do it, the market will make us do it."

Currently, Rogers is keeping his assets safe, revealing that he owns "a lot of cash." On the other hand, the investor also commented, "I own Russian bonds in rubles in the short term, and recently I bought more Russian stocks. I own China too but have not bought any recently. When they go down, I would like to buy more."

Africa is another region of interest. Rogers has "bought [a little in] Zimbabwe stocks," as well as owning "a little in Ghana stocks." Looking forward, "I would like to buy Venezuela," he revealed. "I have learned that if you buy after a disaster, you gain after three to six years."

Rogers, once an avid Japanese stock investor, has offloaded his holdings. "I owned Japanese stocks for seven to eight years but then I sold [them] last fall. I own nothing in Japan: no currency, no bonds, no stocks. Japan has been ruined," he said. When asked why, he explained that raising taxes when [Japan] should be cutting them and printing more money "made me click."

- Source, Asia Nikkei

Saturday, April 6, 2019

Jim Rogers unfazed by summit collapse, says North Korea still attractive

Jim Rogers, a famed investor and chairman of Rogers Holdings, said a unified Korea is just around the corner and the Korean Peninsula will be the world’s most attractive place to put money on.

Describing the botched US-North Korea summit in Hanoi last week as only a “bump in the road,” Rogers said the reunification of the two Koreas is already happening.

“It’s a delay and it’s something that’s inevitable. It’s going to happen. ... North Korea wants it, South Korea wants it, China wants it (and) Russia wants it,” the renowned investor said in an interview with KBS World Radio News on Wednesday.

As to why the summit failed, he said a mistake was made, but everyone involved wants an agreement, especially Kim.

“Communism totally ruined North Korea. They don’t have anything in North Korea. They don’t have tables, electricity, (and) soap. They don’t have anything so there are huge opportunities in a country which is opening up,” he said.

He added that nobody foresaw reunification in Germany and that the Korean Peninsula is going to be the most exciting place in the world in the next 10 to 20 years.

Rogers, who once said he would “put all of my money” in North Korea, became an outside director of Ananti, the only South Korean resort operator in the North, in December.

He has said the country would have great potential if it opens up, noting that a unified Korea would make it an ideal region for investment due to abundant natural resources and cheap labor in the North, and capital and know-how in the South.

Regarding news reports last month that he plans to visit North Korea in March at the invitation of Chairman Kim Jong-un, Rogers said he is willing to visit the nation anytime, though he has neither been invited nor heard about anything yet.

The interview with Rogers regarding his views on the US-North Korea summit and the future of the Korean Peninsula aired on the KBS Radio mobile app from 7:10 p.m. to 8 p.m. Wednesday.

- Source, Korea Herald

Monday, April 1, 2019

Jim Rogers On Untapped Prospects

"You should come to Korea. Korea is going to be an extremely exciting country for the next 10, 20 years." 

"Donald Trump should take the American troops home tomorrow and say guys, [North and South Korea] this is your problem. 

You sort it out. President Moon should go up to the border and open the border just like in Germany." 

"North Korean leader Kim Jong-un and President Moon should meet at the border, take down the border and have a K-POP concert."

- Source, ARIRANG TV

Thursday, March 14, 2019

The Future of Money

Jim Rogers shares his thoughts on cryptocurrency, the world economy and the upcoming financial crisis; as well as what you can do to prepare for it.

Sunday, March 10, 2019

Jim Rogers: You Better Prepare for Trouble

Jim Rogers is a legendary investor from the US, who is frequently featured on both mainstream and alternative financial news media outlets. 

He is most famous for having co-founded and run the wildly successful Quantum Fund with George Soros on Wall Street in the 1970’s.

- Source, John Vallis

Tuesday, March 5, 2019

Jim Rogers: Cannabis will Be a Great Investment

Legendary investor and chairman of Rogers Holdings, Jim Rogers, told IGTV’s Victoria Scholar the cannabis market was ‘going to get bigger and bigger’. 

He says he has a private cannabis company in Colombia but he’s not yet invested in any public stocks in the sector. 

Meanwhile, Rogers says he’s ‘very very optimistic’ on North Korea, adding, however, that he doesn’t want to be ‘rich and in jail’.

- Source, IG UK

Friday, February 22, 2019

Friday, February 15, 2019

Jim Rogers: What if Gold Doesn't Pullback?

The spot price of gold is finishing just over $1320 per troy ounce. Which the silver spot price is closing at $15.84 oz in Fiat Federal Reserve note terms. 

This week, we have a returning guest, Legendary investor and commodity expert, Jim Rogers joins us from Singapore. 

Learn what Jim thinks about our potential negative interest rate future ahead, what he will do if gold and the US dollar decouple with out a major pullback in the medium to short-term. 

And finally we cover some personal news about Jim's two young daughters who are rising stars in China. 

Stick around for the clips at the end of the show to see footage of Jim on his motorcycle tour through China in the 1980s as well as hear from 2 of his greatest investments to date.

- Source, Silver Doctors

Friday, February 8, 2019

Jim Rogers: India’s Government is Making All the Wrong Moves

How does the world see Budget 2019, Know from Jim Rogers, American Businessman. 

The World is One News, WION examines global issues with in-depth analysis. We provide much more than the news of the day. Our aim is to empower people to explore their world.

- Source, WION

Sunday, January 27, 2019

Legendary Investor Jim Rogers Shares His Investing Philosophy

Jim Rogers is a retired hedge fund manager and veteran investor best known for co-founding the Quantum Fund with George Soros. With over 50 years of experience in the finance industry, and with a reputation for often contrarian views of the markets, Rogers is an excellent source of investing wisdom.

Although Rogers has dealt in a wide variety of asset classes, from stocks to bonds to commodities, his investing principles are just as applicable to retail investors as they are to institutional players.

Why trading is not investment, and why price does not equal value

We have written previously on the difference between speculation and investment. In an interview with Jack Schwager in his book, "Market Wizards," Rogers provides his own distinction:

"I don’t consider myself a trader. I remember when I went to buy German stocks in 1982, I said to the broker: 'I want you to buy me X, Y and Z stocks.' 

The broker, who didn’t know me, asked, 'What do I do next?" I said, 'You buy the stocks and send me the confirmations.' He asked, 'Do you want me to send you some research?' I said, 'Please don’t do that.' 

He asked, 'Do you want me to send you opinions?' I said, 'No, no, don’t.' He asked, 'Do you want me to call you with prices?' I said, 'No, don’t even give me the prices, because if you do, once I see that these stocks have doubled and tripled, I might be tempted to sell them. 

I plan to own German stocks for at least three years, because I think you are about to have the biggest bull market you’ve had in two or three generations.' Needless to say, the broker was dumbfounded; he thought I was a madman.”

Although such extreme long-termism and disregard for price might be a bit too much for even the most ardent proponent of the Ben Graham value investing school, the overall principle here is recognizable: price does not equal value. 

Traders and speculators are concerned with price action; value investors care about long-term value. In this case, the long-term value was in a German market that had been underperforming for decades, even while the underlying economy was booming. As it happens, the market-friendly Christian Democrats came to power and ousted the ruling Socialists in 1982, triggering exactly the kind of bull market that Rogers was forecasting.

Why doing nothing is often better than doing something

Even conservative investors can fall prey to a fear of missing out on what they perceive as an opportunity to make easy money. Rogers expands on this point in the same interview:

“One of the best rules anyone can learn about investing is to do nothing, absolutely nothing, unless there is something to do. Most people - not that I’m better than most people - always have to be playing, they always have to be doing something. 

They make a big play and say, 'Boy, am I smart, I just tripled my money.' Then they rush out and have to do something else with that money. 

They can’t just sit there and wait for something new to develop…I just wait until there is money lying in the corner, and all I have to do is go over there and pick it up. I do nothing in the meantime.”

- Source, Guru Focus, Read More Here

Tuesday, January 22, 2019

Jim Rogers on Investing in 2019 and the US Debt Problem

Jim Rogers is an American businessman and financial commentator based in Singapore. 

He is the Chairman of Rogers Holdings and Beeland Interests, Inc. In 1973, 

Jim co-founded of the Quantum Fund with George Soros and having retired at the age of 37, Jim spent some of his time traveling on a motorcycle around the world - a Guinness World Record and one which is documented in Investment Biker, a international bestselling book. 

He has been a guest professor of finance at the Columbia Business School.

Saturday, January 12, 2019

Jim Rogers: Prepare for Trouble in 2019

"Jim Rogers is a legendary investor from the US, who is frequently featured on both mainstream and alternative financial news media outlets. He is most famous for having co-founded and run the wildly successful Quantum Fund with George Soros on Wall Street in the 1970’s. 

Since then, Jim has travelledextensively around the world, on motorcycle and by car, earning a place in the Guinness Book of World Records for his efforts. 

He’s written several books on investing (as well as parenting after coming to fatherhood later in life), which detail his primary investment philosophies held over the last few decades, which, simpy put are, a focus on China (and Asia generally), as well as commodities, for which he founded the Roger’s International Commodities Index. 

In accordance with these views, Jim moved his family to Singapore in 2007, as he wanted his daughters to grow up speaking Mandarin and being familiar with China/Asia, in order to maximize their ability to create a happy and prosperous life for themselves in the future. He is a vocal critic of the ‘bureaucrats in Washington’, especially when it comes to their addiction to debt, economic incompetence, and abuse of their power to issue currency. 

As you’ll see in this discussion, he believes that similar behaviour by most major governments will have disastrous effects in the very near future(hence the bet on commodities). 

Anyways, I’ve been following Jim’s work for many years, so it was a real pleasure to be welcomed into his home for a chat on a rainy day in Singapore.,” writes John Vallies.

Tuesday, January 8, 2019

Jim Rogers on Investing in 2019 and the US Debt Problem

Jim Rogers is an American businessman and financial commentator based in Singapore. He is the Chairman of Rogers Holdings and Beeland Interests, Inc. 

In 1973, Jim co-founded of the Quantum Fund with George Soros and having retired at the age of 37, Jim spent some of his time traveling on a motorcycle around the world - a Guinness World Record and one which is documented in Investment Biker, a international bestselling book. 

He has been a guest professor of finance at the Columbia Business School. In 1998 he created the Rogers International Commodities Index (RICI) and has been an outspoken advocate of agriculture investments. Between 1999 and 2002, Jim and his wife did another Guinness World Record journey travelling 116 countries in a custom-made Mercedes. 

He wrote Adventure Capitalist following this around-the-world adventure. In 2007, Jim moved to Singapore due to the investment growth potential in Asia. 

In this episode Jim shares some excellent advice about how you should approach investing and what the next 10 to 20 years could turn out for the global economy. 

He suggests that North Korea, Russia and agriculture are contrarian bets that will have positive payoffs for those of us willing to go against the crowd. 

Also, I ask him about his views on cryptos and blockchain and whether he as any advice for you if you feel stuck in your job or if you’re undecided about what you should do if starting out on your career path.

Thursday, January 3, 2019

When People Lose Confidence in Government, They Always Buy Gold And Silver

With the stock, bond, and real estate bubbles teetering, there's perhaps no one in the world more qualified to explain what's happening than legendary investor and author Jim Rogers. 

Who was kind enough to join Chris Marcus on "Inside the Markets" to talk about the stock, bond, gold and silver markets. Jim talked about the risks he's seeing over the next year that no one else is looking at. 

What's going to happen if interest rates keep rising. And how whenever people lose confidence in the governments and money, they always buy gold and silver. 

It's a great interview with one of the finest investment minds of our generation. So to be properly prepared for what's about to come, click to watch the interview now!

- Source, Stock Pulse