Name: Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold
Uploaded: 2026-01-15T15:01:26+00:00
Duration: 1815 s

Speakers

Jim Rogers — Legendary Investor

Summary

Jim Rogers tells Julia LaRoche he has sold all US shares because the US upcycle is the longest in history and showing bubble characteristics, though he does not yet call it a bubble. He is watching for classic signs of exuberance before shorting, worries about US debt and Fed politicization, and remains invested in gold, silver, China, and Uzbekistan while not buying precious metals at record highs. He also warns that most global markets making new highs is a time for caution and criticizes the US capture of Venezuela's president.

Jim Rogers has sold all US equities but says the US market is not yet a bubble.
He is monitoring exuberance signals for a possible future short.
He remains long gold and silver but is not buying at all-time highs.
He still holds Chinese and Uzbek shares and is watching China after its rally.
He sees US debt and off-balance-sheet obligations as major long-term risks.
He criticizes political pressure on the Fed and the Venezuela intervention.
He notes most global stock markets are at highs, which he views as a caution sign.

Ideas

Jim Rogers Legendary Investor 1:57

Avoid US equities after historic rally

Rogers has sold all his American shares because the US economy and market have been rising longer than ever in American history. He warns that when people say 'it's different this time' investors should ask questions, and although he does not think the US market is yet a bubble, he sees bubble characteristics forming and is concerned the long upcycle could end badly.

Jim Rogers Legendary Investor 3:40

Still hold China equities, not adding

Rogers still owns shares in China and has not sold them. The Chinese stock market has been going straight up, is making all-time highs, and the economy is doing better, but because it has rallied so sharply he is assessing and watching rather than adding to the position.

Jim Rogers Legendary Investor 3:40

Still owns Uzbekistan shares, not selling

Rogers says he still owns shares in Uzbekistan and is not selling them. He provides no detailed standalone edge beyond maintaining the exposure and watching for opportunities, so this is a continued holding rather than a newly promoted idea.

Jim Rogers Legendary Investor 13:14

Hold gold and silver, buy dips

Rogers owns both gold and silver, has held them for many years, is not selling either, and would buy more if they fall; he is not buying at current all-time highs. He holds them because global debt is skyrocketing and paper money is being printed everywhere, and historically worried investors turn to precious metals for protection. He sees nothing on the horizon replacing silver and gold.

Jim Rogers Legendary Investor 23:07

Global equities highs signal caution

Rogers notes that most markets around the world are making new highs and nearly everyone is extremely happy. He says that when this has happened historically it is a time to ask questions, framing broad global equity exuberance as a cautionary setup rather than an active short.

Jim Rogers: Out Of US Stocks, Not A Bubble Yet & Holding Not Buying Gold

Summary

Ideas

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