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Today we revisit one of our most popular interviews to date.
In May 2020 we spoke to Jim Rogers, investing legend and co-founder of the Quantum Fund, which famously returned 4200% over just 10 years. Rogers revealed his long/short investment strategy that helped achieve that extraordinary success, and explains while he’s not a 'contrarian', he hunts for the best value investments from around the globe.
Jim made a prescient call regarding world debt, warning that central banks’ relentless money-printing was just delaying an inevitable “epic crash”; he identified extreme value in the travel and tourism sector, still heavily discounted due to COVID lockdowns; and Jim delivered fascinating insight regarding Russia, which of course at the time was yet to invade its neighbouring Ukraine.
The interview provides a captivating look-back at an investing legend’s geo-political predictions which, while only 2 years have passed, were made in an almost unrecognisable market environment. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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