Investors / stance tracking
What Jim Rogers is saying
FollowFollowingUnfollowChairman, Rogers Holdings
14 dated public stances tracked since 2024-10-25, most recently 2025-05-19. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jim Rogers's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jim Rogers is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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14
tracked stances
12
themes
0
side flips
2025-05-19
last heard
Returns 90d -0.1% 44% correct · 9 calls · 180d +9.7% 44% correct · 9 calls · 1y +27.3% 67% correct · 9 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2025-05-19 | USTS | bearish | -2.3% | -4.8% | -3.0% |
| 2025-05-19 | SPX | bearish | -8.5% | -12.5% | -24.8% |
| 2025-05-19 | SILVER | owns | +17.4% | +54.6% | +127.4% |
| 2025-05-19 | India Equities | bullish | -2.3% | -0.2% | -13.7% |
| 2025-05-19 | GOLD | bullish | +3.0% | +24.7% | +38.1% |
| 2024-10-25 | SILVER | bullish | -9.3% | -0.2% | +38.4% |
| 2024-10-25 | GOLD | owns | +0.3% | +19.9% | +44.9% |
| 2024-10-25 | Commodities Broad | bullish | +2.8% | -2.4% | +5.3% |
| 2024-10-25 | China Equities | owns | -2.2% | +8.2% | +33.3% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| GOLD | 2 | 2 bullish | 2025-05-19 | |
| SILVER | 2 | 2 bullish | 2025-05-19 | |
| ASIAN EQUITIES (BROAD) | 1 | 1 bullish | 2024-10-25 | |
| China Equities | 1 | 1 bullish | 2024-10-25 | |
| Commodities Broad | 1 | 1 bullish | 2024-10-25 | |
| GLOBAL EQUITIES (BROAD) | 1 | 1 bearish | 2024-10-25 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Inflation has not ended globally and massive US debt burdens will force long-term interest rates materially above 5% over the next couple of years
“I do see that inflation is not ended around the world...I would suspect we will have higher interest rates”
90d -2.3% · 180d -4.8% · 1y -3.0%
Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”
2025-05-19
UZBEKISTAN
bullish
Wealthion · video
Uzbekistan's economy is performing exceptionally well and represents one of the few compelling investment opportunities globally, yet remains undiscovered by most investors
“Uzbekistan is a great place to invest right now”
Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”
Silver lags gold historically during commodity cycles and remains well below its $50 all-time highs, offering a buying opportunity before the next inflation or commodity boom drives a catch-up move
“I'm a buyer of silver. I said I bought more silver recently”
90d +17.4% · 180d +54.6% · 1y +127.4%
Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”
Escalating global debt and monetary debasement make gold essential for wealth preservation in the 21st century; Rogers sees no reason for any investor to ever sell it
“I hope that someday my children have all the gold and silver”
90d +3.0% · 180d +24.7% · 1y +38.1%
Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”
2025-05-19
India Equities
bullish
Wealthion · video
For the first time in Rogers' career, Delhi's leadership genuinely understands that prosperity and wealth creation are good, making India a real emerging economic power worth serious investment
“for the first time I'm really deeply interested because I think that somebody in India finally gets it”
90d -2.3% · 180d -0.2% · 1y -13.7%
Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”
Rampant speculation, waves of new retail investors believing markets are easy, and historically stretched valuations signal the party is near its end — same pattern Rogers has seen precede every major bear market
“I sold all my US stocks recently uh because I know I've seen this party before”
90d -8.5% · 180d -12.5% · 1y -24.8%
Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”
Silver is down 40-50% from its all-time high while gold trades at all-time highs, offering better relative value with identical safe-haven and turmoil-insurance properties
“buying something that's down 40 or 50% from its all-time high is better than buying more gold”
90d -9.3% · 180d -0.2% · 1y +38.4%
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
Said again: 2024-10-26 (Wealthion)
2024-10-25
UZBEKISTAN EQUITIES
owns
Wealthion · video
One of the only remaining equity markets Rogers holds after selling most global positions, representing value outside the global all-time-high euphoria
“I'm still long Uzbekistan and I would hope I will buy more Uzbekistan”
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
2024-10-25
China Equities
owns
Wealthion · video
China anchors Asia's secular 21st-century growth story driven by a large, disciplined, savings-oriented population building companies that will rival or surpass Western peers as Japan's did
“I still am long China”
90d -2.2% · 180d +8.2% · 1y +33.3%
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
2024-10-25
Commodities Broad
bullish
Wealthion · video
Agriculture is a secular long where land appreciates, farm income compounds, and investors can access the theme through public agri-companies, plantation stocks, country ETFs, or commodity futures
“if you like being out in this hot sun and getting dirty and sweaty you'll make an absolute Fortune”
90d +2.8% · 180d -2.4% · 1y +5.3%
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
Gold functions as insurance against global turmoil and currency instability because people historically turn to it in crises regardless of other market conditions
“I hope I'm smart enough never to sell my gold and silver”
90d +0.3% · 180d +19.9% · 1y +44.9%
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
Said again: 2024-10-26 (Wealthion)
2024-10-25
GLOBAL EQUITIES (BROAD)
bearish
Wealthion · video
Nearly every stock market worldwide is simultaneously at or near all-time highs amid widespread retail participation and euphoria — a historically reliable precursor to sharp declines
“I have sold shares in most countries in the world... nearly every stock market in the world has got an all-time high somebody better look out the window”
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
2024-10-25
RMB
owns
Wealthion · video
China's long-term economic ascent and its challenge to dollar dominance warrant currency exposure to the renminbi, though US-China geopolitical friction limits near-term additions
“I own some renminbi I own the yuan”
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
2024-10-25
ASIAN EQUITIES (BROAD)
bullish
Wealthion · video
Asia's multi-billion disciplined, savings-oriented population is driving a secular shift in global economic power — the same arc Japan traveled from cheap goods to world-class companies, now playing out continent-wide
“whether we like it or not the 21st century is going to be the century of Asia”
Jim Rogers: Market Euphoria To End - Lessons From 60 Years of Investing
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