The Lunatic Fringe - Political Chat

[searcher]

Beware of Good Times, They Don't Last with Jim Rogers​

Interview recorded - 19th of November, 2024

*Nothing to see, can listen in one tab. play around the forum in a different tab.

On this episode of the WTFinance podcast I had the pleasure of welcoming back Jim Rogers. Jim is a legend in the investing world, author, financial commentator and more! After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership.

Jim talks further about his current thoughts on the economy, what this means for the market, whether inflation will return, will Trump be good for the economy, China & Uzbekistan, De-dollarisation, current geopolitical strategy and more. I hope you enjoy!


28:49

0:00 - Introduction
1:17 - Current outlook for the economy?
2:26 - Why could things go bad?
3:24 - How have markets changed?
5:25 - Inflation to return?
7:17 - Trump good for the economy?
10:17 - China & Uzbekistan
12:30 - Resolutions to debt trajectory?
14:42 - US industry onshoring?
16:02 - De-dollarisation
18:07 - US still the best investment?2
1:32 - Current geopolitical situation?2
4:19 - Investment strategy
25:42 - One message to takeaway?

 

[Goldhedge]

whether inflation will return,

Return?
It's cumulative.
It never left!

I used to buy a weeks worth of groceries for $20 in the 1970's....

The best Trump can do is reduce the cost of energy so that shipping and manufacturing costs go down.

That has to be what... 50% of costs across the board??