Wealthion - Be Financially Resilient

Wealthion’s Best Of 2025: Jim Rogers — I Sold Almost All My Stocks - “I’ve Seen This Party Before”

17 snips
Dec 31, 2025
Guest
Jim Rogers
Jim Rogers, legendary investor and co-founder of the Quantum Fund, shares his candid insights on current market conditions. He details his drastic decision to sell most U.S. stocks, citing historical patterns of excessive optimism. Rogers warns of looming global debt crises and speculates on the rising significance of countries like India, while highlighting his preference for cash, gold, and silver. He also discusses the risks tied to emerging markets like Argentina and the implications of high inflation and interest rates for investors.
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INSIGHT

Tariffs Function As Hidden Taxes

  • Tariffs act like a tax and usually harm consumers and global trade in the long run.
  • Jim Rogers argues trade is mutually beneficial and that tariffs rarely work permanently.
INSIGHT

Debt Burdens Threaten Future Generations

  • The U.S. is the largest debtor nation in history and that debt will burden future generations.
  • Rogers compares the likely consequences to Britain's mid-20th-century hangover and IMF bailout era.
ADVICE

Trim Stocks When Speculation Is Widespread

  • Sell or reduce equity exposure when exuberance is widespread and new retail speculators flood the market.
  • Be very careful and consider raising cash as Jim Rogers did after seeing similar party-like rallies before.
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