Tariffs and Global Trade Dynamics

Jim Rogers, legendary investor and co-founder of the Quantum Fund, has a stark warning for investors: “I've seen this party before, and this one worries me.”

In this exclusive interview with James Connor, Rogers reveals why he’s exited most of his global equity positions and is now holding massive amounts of cash, gold, and silver. He explains why today’s global economic optimism masks deeper problems: a global debt crisis, unsustainable speculation, and a dangerous shift away from free trade.

Key Topics:

• Why Jim sold all his U.S. stocks
• How the debt burden will haunt the next generation
• What Buffett’s $300B cash pile means, and why Jim agrees
• India’s surprising rise, and why Jim is watching closely
• Why he’s buying silver and gold, but avoiding mining stocks
• What makes Uzbekistan interesting, and Argentina risky

Chapters:
00:16 - Settling in Singapore’s Tropical Efficiency

01:16 - Are Tariffs Ending Rules-Based Globalization?

02:18 - Tariff Taxes: Do Consumers Foot the Bill?

02:46 - China’s Property Hangover: How Deep Is the Slowdown?

03:44 - 90-Day Pause: Will China Compromise on Tariffs?

05:02 - Can India Become America’s Next Debt Buyer?

07:10 - Trump: Mere Disruptor or Global Transformer?

09:42 - Britain’s 1970s Bankruptcy: A Cautionary Tale for the U.S.?

11:24 - U.S. Economy Looks Strong—Should Investors Worry Anyway?

13:14 - S&P Near Highs: Exit Signal or More Room to Run?

14:51 - Speculation Mania: Bubbles from AI to Sports Betting

16:13 - What Catalyst Could Finally Pop the Market?

18:24 - 10-Year Yield Volatility: Are 5% Rates Next?

19:14 - Emerging Markets Radar: Uzbekistan, Argentina & Beyond

24:57 - Buffett Passes the Torch—Implications for Berkshire

26:42 - Inside Jim’s Portfolio: Cash, China & Precious Metals

29:37 - Dollar Dominance: One Last Surge Before the Fall?

32:10 - Jim’s Single Best Advice For Today’s Markets: Be Very, Very Careful

32:49 - From Phone Number “5” to 116 Countries: Adventure Stories

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