Jim Rogers on BBC HARDtalk

Jim Rogers was on BBC HARDtalk on 17/5/11. See below for the youtube videos of the interview.

 

Summary:

 

  • The US & UK are bankrupt. Asia remains in a long-term upward trend.
  • Jim Rogers is short EM Stocks (particularly Indian stocks) & US Technology stocks.
  • Water is a huge challenge for China & India.
  • Commodities are still in a long-term bull market.
  • Increasingly onerous regulation for commodities traders is likely.
  • The US & UK are the largest debtor nations in the history of the world.
  • The US will default on its debt by inflating (or otherwise).

 

 

See here for our collection of rare historical economic data.

Posted May 25, 2011
by | Categories: Other