Jim Rogers spoke at the RBS conference in Austria recently (22/9/11). The main topics were the usual secular investment themes – China, commodities, currencies, the West, the East etc. Also, he had some interesting thoughts about recent trends (see last video) and said that he might buy a place in Austria in the relatively near future.

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Russell Napier was interviewed on Bloomberg TV on September 23rd, 2011. He had some interesting thoughts on the diverging trends in the West and the East and the implications for one’s portfolio allocation strategies. It is worth a listen as Russell Napier scarcely appears on financial television — see below for the video and summary.

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Lacking the haughtiness of the pure ‘intellectual’ fields, the investment business is often thought to consist of all-encompassing ‘camps’ rather than ‘schools’. Apparently, if you’re buying gold, then you’ve got to be in the ‘inflationista’ camp; if you’re long government bonds, then surely you’re a patriotic bond bull; if you’re long stocks then of course you regularly sport rose-tinted glasses and are ever-vigilant for the silver lining,… right?

 

Wrong! We cannot stress enough that it’s most prudent to be in your own unique camp! However, for anyone who cares to listen, here I outline a key conviction of the greshams-law.com pack (yes… we’re even more brutish than the established investment community): — that it makes sense to be both long gold and long the dollar! continue reading »

We must apologise (profusely!) for the lack of new content of late. It was our intention to publish a lengthy piece for Monday but evidently we ran out of time. So, to tide you over until the weekend, I thought I’d post a few links to some of the timely greshams-law.com pieces of 2011. This may be a little boring for our super-loyal readers, but for everyone else we’d like to stress that many (if not all) of the concepts outlined below remain valid and interesting. Recall, we do not care to comment on the daily flow of news, we focus on long-term monetary trends so that our intellectual efforts compound fruitfully over time. It’s not that the news is useless as such — rather much of it is an indulgence of sorts (think about all that precious time wasted on the intricacies of nuclear reactors and Gaddafi’s childhood this year! Those guys will never get that time back! And yet our readers will continue to prosper both intellectually and monetarily as they continue to ‘out-grasp’ relevant concepts that are unacceptable and/or incomprehensible to the herd!)

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The ever-insightful Hugh Hendry was interviewed yesterday on a rather pro-government program… shall we say. Besides the irritating premises of the interviewer and one other interviewee, it’s a decidedly worthwhile video! See below for the video.

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Jim Grant was interviewed on BNN on 12/9/11. He spoke about the European sovereign debt crisis and the unintended consequences of modern monetary policies. See below for the video and summary.

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Jim Rogers was interviewed on CNBC TV on Friday (9/9/11). He spoke about the Euro, his portfolio and monetary policies. Importantly, he mentioned that he ‘probably [owns] more US dollars than [he's] owned in many years, and certainly more than most other currencies’! See below for the videos and summary.

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