網上找到一個2022年3月3日 , 印度財經CHANNEL訪問 Jim Rogers
TMS Ep120: Medical education, Jim Rogers, Russian listings, pandemic
https://www.youtube.com/watch?v=lmFRORpvgpU
09:48
hello and welcome to the show
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i am puneet vadhra
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and today we have jim rogers chairman
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rogers holdings with us on the show
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today
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i am delighted to be here let me start
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by asking you what is your
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interpretation of how the recent
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geopolitical situation has unfolded and
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the way the markets have actually
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reacted to it throughout history markets
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do not like war
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and whenever
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you've had a market
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markets all over the world which have
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been very very strong
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very expensive inflation is coming back
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interest rates are going high and then
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you hit a war
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so of course markets are going down
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uh
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i have no idea what will happen with
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russia but i suspect that something is
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going to calm down
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soon
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and then markets will go up again
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and that's mainly because now the
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central banks
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are worried
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they will stop raising interest rates so
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much
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and so markets will have a big rally
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for the more later this year
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it may be the last rally it probably
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will be the last rally
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how much downside do you see from the
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current terms then
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well i see the way markets are acting
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and it when you start having panic like
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we're having now that usually means
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we're near the bottom
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so i would suspect sometime in the next
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few days we will have the bottom
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and then something will happen to cause
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a big rally how do the investors
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navigate this uncertain phase in the
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markets well people should only invest
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in what they know something about
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don't don't listen to me don't listen
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only stay with what you know
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i can tell you that i i own
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silver
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for instance and i may buy more silver
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but i will tell you that i own
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agriculture
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and i will certainly buy more
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agriculture
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but if you don't know what agriculture
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is don't listen to me
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so which commodities are you planning to
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buy more of is it gold silver oil metals
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or even ugly well you know the indians
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know more about silver and gold than
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anybody in the world um and i own silver
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and gold
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and i will buy more if things
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go down for a while
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but i have
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will probably buy more agricultural
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commodities than anything
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but you know with all of the money
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printing we're going to have inflation
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and some fundamental things are
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happening for instance we're going to
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have electric cars
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well electric cars use four times as
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much copper as a regular car
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so things like copper lead lithium
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there's huge demand coming
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nobody has been opening copper mines for
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a long time so prices have to go higher
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which other asset classes and equity
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markets do find expensive
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well as i look around the world in
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markets bonds are certainly a bubble
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bonds have never been this expensive in
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history never in world history so that's
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a bubble
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property in many countries is a bubble
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new zealand korea many places properties
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parts of india as you know
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so
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yes there are some places where property
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is not a bubble but not many stocks were
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forming a bubble amazon goes up every
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day you know 10 cent goes up every day a
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samsung goes up every so stock some
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stocks were forming a bubble
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that bubble has popped for the moment
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but i would suspect that it's going to
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come back and so
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some stocks will be a good place to be
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but you know
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silver is still down
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60 from its all-time high
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those are not bubbles sugar agriculture
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most pro commodities are still
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down a lot
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so that's for me that's the best place
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to be and that could be agri of
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commodity countries uh such as russia
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brazil countries that have a lot of
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commodities
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that haven't been too expensive
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that's the for me that's a good place to
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look thank you jim for joining us today
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we hope to see you soon
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