The Julia La Roche Show
#118 Jim Rogers: A Recession Is Not Here Today, But I Can See It Coming
Nov 9, 2023
Legendary investor and “adventure capitalist” Jim Rogers joins The Julia La Roche Show to discuss the economy, markets, and finding opportunity in a world with higher inflation. Topics include recession outlook, inflation, bond market, allocating in a higher inflation environment, silver and gold, short-selling, and the U.S. Dollar. Rogers also shares his experiences of driving around the world and reflects on the importance of caution while traveling.
29:40
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Quick takeaways
- Jim Rogers predicts an impending recession in the US due to rising inflation and interest rates.
- Rogers advises investing in real assets like commodities to protect against inflation rather than holding bonds or relying on the US dollar.
Deep dives
Jim Rogers' Economic Outlook and Inflation Concerns
Jim Rogers, a legendary investor and adventurer, shares his economic outlook in this podcast episode. He discusses the current positive outlook in the US, attributing it to the upcoming election and politicians' efforts to make the population feel good. However, he also acknowledges that the US is due for an economic setback, as it has been the longest period in history without a recession. Rogers highlights the signs of an impending recession, such as rising inflation and interest rates. He emphasizes that massive money printing by major economies worldwide will lead to worsening inflation and advises investing in real assets like commodities rather than bonds or stocks to protect against inflation.
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