Ep. 165: Jim Rogers on the Demise of the Dollar, Inflation and China

This episode is sponsored by Kalshi.Inc

Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business. In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. He has also authored several other books: Adventure Capitalist, Hot Commodities, A Bull in China, A Gift to My Children and Street Smarts. Jim attended Yale and Oxford University. In this podcast we discuss:

1. Can the US dollar remain the reserve currency of choice?
2. Which currency can rival the dollar?
3. Lessons from history on reserve currencies
4. Inflation outlook and parallels to 1970s
5. Banking risks
6. Asia and China outlook
7. The pros and cons of investing in India
8. Uzbekistan
9. Thoughts on private equity
10. Impact of AI
11. Lessons for investors
12. Books mentioned: The Intelligent Investor (Graham), Security Analysis (Graham), The Money Game (Smith)

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)