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TDI Podcast 119: Jim Rogers – Dow 40,000 ?

July 26, 2009 11:59 pm

Guest: Jim Rogers and Andrew discuss the many aspects of Asia and Jim’s best investment ideas. We also explore the GDP and economics of Thailand, Japan, Singapore and compare those to the U.S and E.U. We also look into the commodity area to see what may be the next great investment. Andrew then picks up the discussion to include a few stocks that may be of interest and the potential for a double-dip recession.

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LISTEN TO PODCAST NOW | LISTEN @ ZUNE - @ iTUNES

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jim-rogers-imageJim Rogers (See website HERE) was born in Baltimore, Maryland and raised in Demopolis, Alabama. He started in business at the age of five by selling peanuts and by picking up empty bottles that fans left behind at baseball games. He got his first job on Wall Street, at Dominick & Dominick, after graduating with a bachelor’s degree from Yale University in 1964. Rogers then acquired a second BA degree from Balliol College, Oxford University in 1966. After Oxford, Rogers returned to the U.S. and enlisted in the army for a few years.

In 1970, Rogers joined Arnhold & S. Bleichroeder, where he met George Soros. That same year, Rogers and Soros founded the Quantum Fund. During the following 10 years the portfolio gained 4200% while the S&P advanced about 47%. It was one of the first truly international funds.

See some of Jim Roger’s books here….  A Gift to My Children and A Bull in China

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Stocks and other mentions: Potash (POT), Cintas (CNTAS)  Hudson City Bancorp (HCBK), Amazon (AMZN), Microsoft (MSFT), Capital One (COF) American Express (AXP), McDonalds (MCD), Wells Fargo (WFC), Caterpillar (CAT) among others…

Check out the article about Caterpillar HERE

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Written by Andrew Horowitz · Category(s) Markets, PODCASTS, SHOW NOTES    |  Tags: • •   

5 Responses to “TDI Podcast 119: Jim Rogers – Dow 40,000 ?”

  1. Jim Rogers: Dow 40,000? on July 27th, 2009 1:17 pm

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  2. James on July 28th, 2009 11:00 am

    Andrew – Thanks for having Jim Rogers on.

    Your reference to a possible double dip recession and market pullback seems very reasonable. This has been a nice rally from the march lows and and I've felt all along that maybe things got pushed too far down. However, this rally looks really stretched to me.

    I agree that analysts are useless, except sometimes I've bought a good stock after a downgrade, which I believe they often if not always have an agenda for any upgrades/downgrades anyway.

    Seems to me a big down day coming out of seemingly nowhere is going to catch people off guard. soon?

  3. Chris from Michigan on July 31st, 2009 3:18 am

    I've been waiting for the big down day for a while now. Eventually, I will need to accept that we are in an uptrend.

  4. Matthew Marino on August 2nd, 2009 6:04 pm

    Enter text right here!
    Andrew
    Great podcast, I'm a big fan of yours and Frank's. You thing you mentioned in this podcast was Apple and that the customer was trading up. You may know this but Apple has hundreds of deals with schools around the country for Apple product. I worked at an upstate New York university endowment and finished a degree in finance. While there I was shocked at the Apple product deals that were avalible through the school. Basicly the school subsidizes that purchase. I found it intresting since all the school's equipment was Dell (ie Mircosoft), the kids however were bringing there Macs to class. Way to teach the young.

  5. Joe D on August 16th, 2009 2:42 am

    Hello Andrew, I'm a big fan of some of these big picture podcasts. The technical trading podcasts kind of lose me a little bit. I am definitely ill equiped to understand some of that stuff. I am also highly skeptical about technical trading for long term positions. Although I think it would be absolutely necessary for day or swing trading.

    Anyhow, I really thought Jim Rogers statement that owning farmland made a lot of sense. I however wouldn't want to directly buy farmland even if I had the money for it. I don't plan on being a farmer, and I wouldn't want any management responsibilities. With that, I went looking for Farm REITS or ETFs and I couldn't really find them. I also wasn't sure if any stocks made sense. I ran across MOO which I thought was an interesting ETF, but I think having some kind of vehicle like a REIT or an ETF to invest directly in the value of farmland sounds like a great long term hold – better than say GLD or SIL. I don't think MOO quite does what I want. Does anyone have any ideas?

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