John Authers, investment editor of FT, has just conducted a wide-ranging four-part video interview with Jim Rogers, legendary investor and author.
In Part 1 Rogers gives his outlook for the US dollar and what new financial architecture may evolve post-crisis.
In Part 2 Rogers discusses president-elect Barack Obama’s economic proposals and whether it is the right time to buy back into equities.
In Part 3 Rogers discusses China, his outlook for A shares, and whether the economic stimulus package is enough to reverse the country’s slowing pace of growth.
In Part 4 Rogers recommends holding real assets because the spectre of inflation is still real despite a forced liquidation into cash prompting a decline in prices.
Source: John Authers, Financial Times, November 17, 2008.