Summer Update: Happiness Is A Disaster Indicator | James Rogers
Legendary investor Jim Rogers returns for a summer market update. He explains why he’s still holding gold, silver, and US dollars, his outlook on tariffs, inflation, and the US debt, and where he sees opportunities and risks ahead.
#gold #Silver #usdollar
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👨💼 Guest: Jim Rogers
📅 Recording date: July 17th, 2025
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DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
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Timestamps (AI generated)
00:00 Intro & recap of last conversation
01:15 Convictions & positioning update
02:48 Gold, silver & US dollar holdings
06:13 China outlook & opportunities
07:48 Tariffs: noise or trend?
13:24 Market exuberance & US debt warning
16:49 Fed & interest rate political pressure
18:36 Inflation outlook & CPI impact
19:11 Bond market & vigilantes
20:28 Future opportunities & risks
21:39 Final words & sign-off
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