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Showing posts from July, 2025

Jim Rogers' Dire Market Outlook & Defensive Plays (July 23, 2025)

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Jim Rogers on Pending Crash and How to Prepare (YouTube link) Veteran investor Jim Rogers , based in Singapore, shared that his daughter recently graduated from an Ivy League school and is now working at the UN in New York, with interests leaning toward international relations rather than finance. Reflecting on his career, he recalled hiring Scott Bessent in 1982 , noting his enthusiasm and eagerness to learn despite no finance background, which fueled his success. Jim expressed alarm over overextended financial markets, unsustainable debt, and geopolitical risks , urging thorough research, passion, and resilience in finance. Bullish on gold and silver as hedges, he advises young professionals to hustle and prove their value. Key Takeaways A recap of Jim's interview featured in the video above: Career Advice for Young People: Jim advises young job seekers, particularly in finance, to intern for little or no pay to prove their worth, emphasizing hustle, passion, and hard work.  ...

Greg Jensen Update: Resilience and Risk in a Shifting Global Economy (July 15, 2025)

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An Update on the Big Forces Shaping Markets Today with Greg Jensen (YouTube link ) As global markets continue to shift, the Co-CIO Greg Jensen  of Bridgewater Associates shared his perspective on the evolving landscape of modern mercantilism . He explored how trade policies, rising geopolitical tensions, and fluid capital movements are reshaping economies—especially that of the U.S. Despite mounting challenges like tariffs and volatility, Jensen noted the surprising durability of financial markets. But he cautioned that resilience doesn’t mean low risk . The current climate demands strategic adjustments—chiefly, diversifying portfolios and seeking undervalued assets beyond U.S. borders. Investors should brace for inflation, currency swings, and geopolitical shocks, while staying agile in seizing hidden opportunities. Key Points Below is a summary of Jake Davidson's interview with  Greg Jensen  on YouTube. Modern Mercantilism: The Trump administration's push for higher ta...