Jim Rogers is High on Copper, Agriculture and Precious Metals

Unlike silver, which is trading at less than half its all-time high, copper is hitting new heights.

But Rogers continues to like copper for a very simple reason: electric vehicles.

“An electric car uses several times as much copper as a combustion engineering car, so there’s going to be huge demand for some of these metals that we didn’t have before,” he explains.

“Yes, it’s at all-time highs now, but electric cars are just getting started.”

As is the case with silver, investors can use copper miners to get exposure to the metal. Companies like Rio Tinto, Freeport-McMoRan and Southern Copper are well-positioned to capitalize on the copper boom.

To be sure, many copper miners have already enjoyed substantial rallies in their share prices. The Global X Copper Miners ETF is up over 80 per cent in the past 12 months.

Rogers loves agricultural commodities, like sugar or corn. But this time, he’s also stressing the importance of farmland itself.

“Unless we’re going to stop wearing clothes and eating food, agriculture is going to get better. If you really, really love it, go out there and get yourself a farm and you’ll get very, very, very rich,” he says.

Indeed, farmland could be a great hedge because it’s intrinsically valuable and has little correlation with the ups and downs of the stock market.

Over the years, agriculture has been shown to offer higher risk-adjusted returns than both stocks and real estate.

While you may not be able to go out there and purchase a farm yourself, there are two farmland REITs (real estate investment trusts) available to investors: Gladstone Land Corporation (LAND) and Farmland Partners (FPI). Agricultural fertilizer companies such as Mosaic, or agricultural machinery manufacturers like AGCO Corporation are similarly well-positioned.

Those looking to add farmland investments should certainly explore online trading platforms. The best sites offer resources and tools to help investors make informed decisions as they build and manage their investment portfolios.

- Source, Financial Post

Jim Rogers: Next bear market will be 'the worst in my lifetime', here are three keys to survive

Famed investor Jim Rogers has seen quite a few bear markets in the last half-century, but he fears the biggest one yet could be right around the corner.

“The next bear market will be the worst in my lifetime,” he predicted in an interview with financial advisory firm Wealthion last month.

To be sure, Rogers has been bearish on the U.S. stock market for years. But the multimillionaire does know a thing or two about making money in turbulent times.

Rogers co-founded the Quantum Fund with George Soros in 1973 — right in the middle of a devastating bear market. From then till 1980, the portfolio returned 4,200 per cent while the S&P 500 rose 47 per cent.

Here are three assets he recommends keeping in your portfolio to ride out a coming crash — even if you’re just sprinkling some of your spare change on them.

Rogers has long been a fan of commodities, and silver is one of his favourites.

“The all-time high for silver is $50 an ounce; now it’s $23. Why can’t silver go back to its all-time high? That’s the way markets usually work,” he says.

Investors love silver because it can be a store of value and a hedge against rising interest rates and inflation.

At the same time, it’s widely used as an industrial metal. For instance, silver is a critical component in solar panels. So with increasing solar adoption, demand for the grey metal could get another boost.

Rising prices benefit miners, so some of the easiest ways to play a looming silver boom are through companies like Wheaton Precious Metals, Pan American Silver and Coeur Mining. You can even build positions using digital nickles and dimes...

- Source, Financial Post, read the full article here

Jim Rogers: Adventure Capitalism in 2021, Bitcoin, and Trump

Wondering what’s the value of USA citizenship in 2021 and which markets are disastrous nowadays? 

Find the answers in this video as Andrew interviews Jim Rogers, an ''Adventure capitalist,'' American investor, financial commentator, and author of best-selling books. 

Watch as they discuss Jim's journey from Alabama to Singapore, the future of the USA, and why he regrets not buying Bitcoin.

- Source, Nomad Capitalist

Jim Rogers: Inflation Will Cause a Commodity Bull Market

In this short clip I tlak with Jim Rogers about where he is investing his money. Commodities (Oil, Agriculture, Steel, etc.) is the place where investors should look due to inflation!

Jim Rogers: More Countries Will Ban Bitcoin and Altcoins

The Worst Financial Crisis EVER is Almost Here, Many People Will Lose Everything

Jim Rogers: It's Going To End In Disaster! Not The First Time This Has Happened...

The Principal Points of Markets & Life with Jim Rogers

Jim Rogers joins Kim and Lucas to discuss the current market, his time on Wall Street, and his first-hand experience of finance around the world, which he documented in his book 'Investment Biker: Around the World with Jim Rogers'.

- Source, The Wall St Coach

Suze Orman, Harry Dent, Jim Rogers, and Marc Faber All In One!

Jim Rogers: Crisis & Opportunity Are the Same Thing

Welcome to The Business Method Podcast listeners and today do we have a treat for you. One of the most iconic investors & entrepreneurs in modern history is joining us on the podcast. 

Jim Rogers is his name & we actually had him on the show a few years ago & are fortunate enough to get him back for another episode. 

If you don’t know who Jim is I suggest you Google him right now & you will start to see why I am so excited to chat with him again. 

Jim is one of the most seasoned international investors on the planet & I’ll give you a brief outline to give you an idea about his expertise.

- Source, Chris Reynolds

Deepening opening-up gives Chinese market better prospects: Jim Rogers

In the rapidly changing financial market, perhaps only one thing is certain - differences of opinion. Every day there are people buying and some others selling no matter what the market is. Last week, a split erupted between some of the world's most prominent investors on the Chinese market, I don't know who will be proved right in the end, but I am optimistic about China's prospects.

For starters, judging from current situation within the international financial market, excessive debt is forming risks worse than the brutal COVID-19 pandemic, but China has shown more restraint, making Chinese financial assets less dangerous for investing.

Taking a lead from the US Federal Reserve, many central banks in the world have been printing huge amounts of money to stimulate their debt-laden economies, which at the same time blows up bubbles in stock, property, and bond markets. Throughout history, excessive debt always leads to problems eventually. In 2008, we had a problem in the equity markets because of too much debt, but the debt level of the world is much higher now than it was then.

In 2009, China helped save the world economy more than any other country because it had a lot of money saved for a rainy day. As the US has become the largest debtor nation in the history of the world, China, which has been taking more prudent monetary policies and managed economic recovery less badly after put the epidemic under control, for me is a less bad place to invest right now.

Second, China's more than four decades opening-up is great for both China's and the global economy. As a foreign investor participating in the Chinese market for decades, an impressive thing I witnessed is that China has been opening its stock market. As China continues expanding opening-up especially for its financial sector, it is getting increasingly easier for international investors to invest in the market. For foreign investors who are interested, now there are a variety of options from shares through Hong Kong and its stock market to Chinese bonds and Chinese currencies.

Now the US has started to close off. It's a worrying trend because opening markets and opening societies have always been good throughout history. Closing off trade has never been good so let's hope China does not follow the US and continues opening. The more open the world is to international trade, including chips trade, the better off for all economies. The US in its history has copied many things from Europe and Japan.

American companies are not doing as well as many expected in sectors like 5G. The US is using politics to help to solve an economic problem, which is not the way the world is supposed to work. Can China outperform the US in technology competition? Maybe not today, but China trains thousands of engineers every year, many more than the US does. China is going to continue to make great strides and make great progress. The US will have problems competing in some areas, just like China will have some problems competing in some areas, but open markets will be better for the world.

Third, I've seen enormous positive changes in China and I expect to see more. Recently, there are different opinions on China's regulatory moves in its tech and other sectors in the West. But I agree with some of the things China had done. For instance, about 10 years ago, many companies in China were opening up internet loans that were not being checked. There were so many companies selling unregulated credit over the internet. I'm glad China has tightened regulation on the sector. It was a disaster waiting to happen. There still may be problems to come so I hope the controls work.

- Source, Global Times, read the full article here

Jim Rogers: "The USA Is Going Broke"

Jim Rogers sees threat of horrible bear market in 2022

Bonds are in a bubble everywhere. Many stocks have started to form a bubble. Property in Korea, New Zealand and many places are in a bubble. But commodities are still cheap, says Jim Rogers, investment guru and author of Street Smarts: Adventures on the Road in the Market.

- Source, The Economic Times

Jim Rogers warns of bubble by end of '21 as debt more than in 2008

Bonds are in a bubble everywhere. Many stocks have started to form a bubble. Property in Korea, New Zealand and many places are in a bubble. But commodities are still cheap, says Jim Rogers, investment guru and author of Street Smarts: Adventures on the Road in the Market.

The big talking point this morning is that some of the US companies are getting a little bit cautious and the US seems to be preparing for the delta variant. Amazon has already pushed back their work-from-home timeline. But the markets seem to be completely shrugging off any threat from the third wave or the Delta variant?

As you know, markets everywhere have been going through the roof. It has been unprecedented because we have had so much money printing by central banks all over the world. I am not good at market timing but I am sure it is going to come to an end some time in the next few months. This has never happened before.

Unlike equities, commodities are getting a little bit more sensitive on the news flow around Covid. We have seen a bit of a knee-jerk reaction in crude overnight. It could have a domino effect on raw material prices, inflation and thereby earnings of corporates?

Well the cheapest asset class in the world at the moment happens to be commodities. Bonds are in a bubble everywhere. Many stocks have started to form a bubble. Property in Korea, New Zealand and many places are in a bubble. But commodities are still cheap. Silver is down 50% from it's all-time high.

Oil is down over 50%. I do not know whether oil is going to go up and down this week. The known reserves of oil continue to decline. The fracking bubble has popped and so I would suspect we are going to see strength in oil in the next few months. Not every day, not every week but oil is down a lot from it's all-time high...

- Source, Economic Times, read more here

Jim Rogers: My Economic Predictions for 2022

Jim Rogers on What is Driving the Markets

Veteran investor Jim Rogers: The next crisis will be the worst of my life

Jim Rogers Shares Three Tips to Survive Coming Economic Meltdown

Jim Rogers Strategy for Indian Investors

Robert Kiyosaki & Jim Rogers: How to Survive Market Mania

What do tulip bulbs and cryptocurrencies have in common? Today’s episode proves that amateurs are at the highest risk for losing big when an asset is in a bubble. 

You need only look at our crazes in modern times like the tech stock bubble of the early 2,000s, the sub-prime crisis in 2008, and even the designer fruit craze in modern-day Japan, where it can cost up to £20,000 for a square watermelon. 

Jim Rogers, a financial commentator, and successful international investor says, “If you want to be rich you should study history.” 

Unfortunately, the average investor doesn’t understand the fundamentals of the markets. 

They just buy because the market is going up…and everyone else is doing it. 

Host Robert Kiyosaki and guest Jim Rogers discuss how we are doomed to repeat history if we don’t learn from history.

- Source, Rich Dad Poor Dad

Jim Rogers: The United States is Declining Fast

Jim Rogers: Identifying Opportunities While Markets Are Up to A Fever Pitch

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.

- Source, Real Vision Finance

Here’s What Could Trigger Widespread Ban on Bitcoin, According to Macro Investor Jim Rogers

Macro investor and financial commentator Jim Rogers says governments may take steps to ban Bitcoin if the cryptocurrency begins seriously threatening the future of fiat currencies.

In a new video, Rogers argues that if Bitcoin’s use case as a currency solidifies then there is a real danger of it usurping fiat currencies. Rather than cede power, governments will seek to “outlaw” the flagship asset, predicts Rogers.

“If Bitcoin ever becomes a viable currency, not a trading vehicle, but a viable currency, they can outlaw it.

“If it’s just a trading vehicle, I don’t see any reason that they would outlaw it. Unless it’s money laundering or something like that. No, if people aren’t trying to use it to compete with government money, why not?”

The macro investor adds that the threat governments pose to Bitcoin will only grow once governments develop digital versions of their own fiat currencies.

“Governments don’t want to lose control. They like their monopoly, and once they all have their own government money, do you think they’re going to say, ‘Okay, here are US dollars and they’re on the computer, but if you want to use something else, you can?’

That’s actually not my experience with governments anytime in history… well, most times in history. And I can’t imagine the US government’s going to let people do that.”

But for now, Rogers points out that he views Bitcoin primarily as just a tradable asset with few other use cases unlike metals such as silver.

“As a store of value, I don’t – well, yeah, considerably, but I don’t know what the value is. Listen, if we have a store of value of silver, I know that silver can be used in solar panels, and electric cars, etc, etc. I don’t know what Bitcoin can be used as except for trading them.”

- Source, Daily Hodl

Jim Rogers: We're Going To Have A Collapse, What You Should Do

Jim Rogers: Stock Market Crash is Coming, US Dollar Collapse Could Be Next

In this video, we speak to Jim Rogers. Jim Rogers is a famed commodities investor & investor in Gold & Silver. Jim discusses his belief that a major stock market crash & us dollar collapse could eventually come. 

He discusses how it's historically impossible for this major bubble to continue forever. We discuss Gold & Silver - when he is investing in Gold & Silver - why he likes Uranium & he talks about how the US Dollar is at great risk, because the United States is the greatest debtor nation in the history of the world. 

He talks about why you can expect to see China has a new global power in the financial system. 

We also have some good laughs and talk about some of his best stories from traveling around the world, his daughter's education in Asia & his worst investing mistake he ever made.

- Source, I Love Prosperity

Jim Rogers: History shows that Bitcoin will be outlawed if it becomes successful

Money will become more and more digitized, according to Jim Rogers, investor, best-selling author, and co-founder of the Quantum Fund, but the question is whether or not non-government issued digital currencies will prevail. 

“If cryptocurrencies become successful, most governments will outlaw it, because they don’t want to lose their monopoly, every government in the world is working on computer money now, including the U.S. The Chinese are there already. 

I can’t imagine that the governments are going to say ok, this is our crypto money, or you can use their crypto money, that’s not the way governments work, historically,” Rogers told Michelle Makori, editor-in-chief of Kitco News.

- Source, Kitco News

Jim Rogers: Identifying Opportunities While Markets Are Up to A Fever Pitch

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.

- Source, Real Vision Finance

Legendary Investor Jim Rogers Warns of Bubble Stocks

The hype around "hot" stocks, the retail-investing boom, and the surge in listings of special-purpose acquisition vehicles (SPACs) are all signs of an expanding stock-market bubble, veteran investor Jim Rogers said in a RealVision interview released on Monday.

Rogers is George Soros’ former business partner and the cofounder of Quantum Fund and Soros Fund Management. He warned that bonds are in a bubble, predicted gold and silver will skyrocket in price, and said he regretted not buying bitcoin years ago...

- Source, Business Insider Mexico, read more here

The next bear market will be 'the worst in our lifetime,' Jim Rogers says

Jim Rogers, 75, says the next bear market in stocks will be more catastrophic than any other market downturn that he’s lived through.

The veteran investor says that’s because even more debt has accumulated in the global economy since the financial crisis, especially in the U.S. While Rogers isn’t saying that stocks are poised to enter bear territory now — or making any claim to know when they will — he says he’s not surprised that U.S. equities resumed their selloff Thursday and he expects the rout to continue.

“When we have a bear market again, and we are going to have a bear market again, it will be the worst in our lifetime,” Rogers, the chairman of Rogers Holdings Inc., said in a phone interview. “Debt is everywhere, and it’s much, much higher now.”

The plunge in equity markets resumed Thursday, as the S&P 500 Index sank 3.8 per cent, taking its rout since a Jan. 26 record past 10 per cent and meeting the accepted definition of a correction. The Dow Jones Industrial Average plunged more than 1,000 points, while the losses continued in early Asian trading Friday as the Nikkei 225 Stock Average dropped as much as 3.5 per cent.

The Bear Market

Rogers has seen severe bear markets before. Even this century, the Dow plunged more than 50 per cent during the financial crisis, from a peak in October 2007 through a low in March 2009. It sank 38 per cent from its high during the IT bubble in 2000 through a low in 2002.

“Jim has been talking about severe corrections since I started in business over 30 years ago,” said Alibaba Group Holding Ltd. President Mike Evans, a former Goldman Sachs Group Inc. banker. “So I’m sure he’ll be right at some point.”

Rogers predicts the stock market will experience jitters until the Federal Reserve increases borrowing costs. That, he says, will be the point when stocks go up again. He said he’ll buy an agriculture index today, reiterating his view that prices of such commodities have been depressed for some time.

“I’m very bad in market timing,” Rogers said. “But maybe there will be continued sloppiness until March when they raise interest rates, and it looks like the market will rally.”

- Source, The Financial Post

Jim Rogers: Forget About The Price After You Buy

In his recent interview on The Derivative Podcast, Jim Rogers discussed a number of topics including not looking at the price of something for a number of years after you’ve bought. Here’s an excerpt from the interview:

I have learned Jeff over the years that I’m not a very good trader, the worst trader in the world, worst market timer in the world. So for me especially in a bull market, if I find something cheap that I think is going to go up for a long time I don’t want to know the price.

I used to open accounts in countries and the broker would say well shall I call you every day or every month. I said no. I don’t want to know. I don’t want to know the prices because if I know the prices if it goes up a lot I might sell it. If it goes down a lot I might sell. I don’t want to know the prices.

But when I think a few years from now that the country is changing or the market is changing I’ll call you back and we’ll sell. So I’m horrible at market timing.

- Source

Jim Rogers: Crazy Commodity Cycles

Jim Rogers: Small Caps Are Where The Best Fortunes Are Made

For the final episode of The Daily Dive this week, we have a special guest - none other than Jim Rogers. For this special episode, Jim sits down with none other than Small Cap Steve to discuss small caps, rising inflation, a bottom-up approach to investing and more.

- Source, The Deep Dive

Beat The Street With Jim Rogers, 2021 Investing Tips from a Financial Guru

Jim Rogers: If I had Apple and Tencent, I would have sold them by now

Jim Rogers asks investors to not follow hot tips, do your own research

Jim Rogers: Silver, Agriculture, Energy are 3 asset classes I would invest in for next decade

Commodities Guru Jim Rogers Author, Street Smarts: Adventures on the Road and in the Markets believes that the only cheap asset class he sees are commodities. 

“We're in the midst of a regular correction in the Dollar. I expect there to be problems this year and next year and that will make US$ attractive. I am still long the US Dollar,” he says. Rogers is of the view that agriculture has been bad for a long time now. 

“I believe the Agri rally will continue and beaten down industries like transportation, tourism, entertainment will revive. Tech is not for me, it’s very expensive right now.” 

The excessive money printing, borrowing and spending are not good for the next generation according to Rogers. “Silver, agriculture, energy are the 3 classes where I would invest for the next decade.

- Source, ET NOW