#215 Jim Rogers: Market Party Will End in Crisis | Why He's Not Shorting 'Yet'

The Julia La Roche Show

Legendary investor Jim Rogers, co-founder of the Quantum Fund with George Soros and author of multiple bestselling books including "Street Smarts" and "Investment Biker," returns to the Julia La Roche Show (Ep. 215) with a stark warning about America's debt crisis and market euphoria. Speaking from Singapore, Rogers shares why he's recently cut back his positions "enormously," explains his continued investments in China and Uzbekistan, and offers a sobering perspective on America's $200+ trillion in total obligations (this includes off-balance sheet debt). While not yet shorting markets, Rogers cautions that current market complacency reminds him of previous peaks, and explains why he's holding U.S. dollars despite long-term concerns about America's financial future.

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Timestamps:

00:03 Introduction and welcome Jim Rogers

00:56 Big picture view on markets and economy

02:31 Discussion of market bubble conditions

03:22 Recent portfolio reductions

04:27 China and Uzbekistan investments

07:36 China market outlook

09:24 Signs of market hysteria to watch for

11:37 Reaction to election and market complacency

14:04 U.S. debt situation ($200T+ including off-balance sheet)

17:11 U.S. dollar outlook and safe havens

19:03 Views on Bitcoin and cryptocurrencies

20:50 Gold vs. silver investment thesis

22:29 Bond market outlook and inflation

24:27 Federal Reserve rate cuts discussion

26:36 Long-term investment trends

29:26 Discussion of new tariff proposals

31:06 Department of Government Efficiency outlook

33:29 Final thoughts and personal debt warning