One week after RealVision brought us the latest Jeff Gundlach interview, in which the DoubleLine bond king explained why he is now “100% net short”, on Friday Grant Williams interviewed Jim Rogers, in which George Soros’ former partner (the two co-founded the Quantum Fund in 1973), is about as gloomy, warning “the next time the world comes to an end, it’s going to be a bigger shock than we expect.”
Nonetheless, since an interview talking about canned foods, radioactive fallout shelter and guns would be relatively brief, Rogers presents several non-traditional ideas, most notably as relates to various frontier markets he is looking at currently, as well as Russia, a market where he has notoriously been invested since the start of 2015 when he went long Russian stocks, and which recently – and very much under the radar – hit all-time highs. So Rogers takes a well-deserved victory lap.
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