Investors / stance tracking
What Jim Rogers is saying
Chairman, 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
11
themes
0
side flips
2025-05-19
last heard
Returns 90d -0.9% (n=12) · 180d +9.2% (n=12) · 1y +27.7% (n=12)
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.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| SILVER | 3 | 3 bullish | 2025-05-19 | |
| GOLD | 2 | 2 bullish | 2024-10-26 | |
| 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.
2025-05-19
USTS
bearish
Wealthion · video
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”
2025-05-19
SILVER
owns
Wealthion · video
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”
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”
2024-10-26
SILVER
bullish
Wealthion · video
Silver is still down 40-50% from its all-time high while gold is at all-time highs, making it better relative value; historically the two move in tandem so silver has more upside and also serves as insurance in times of geopolitical turmoil
“buying something that's down 40 or 50% from its all-time high is better than buying more gold”
90d -9.2% · 180d -0.6% · 1y +38.0%
Market Recap: Gold to $9,000 | Bullish Silver | U.S. Elections Market Impact | Fed Outlook
2024-10-26
GOLD
bullish
Wealthion · video
Gold is a permanent insurance holding because in times of global turmoil people universally turn to it for wealth preservation, and he views it as too important to ever sell
“no matter what, many people will turn to gold and silver in times of turmoil”
90d +0.9% · 180d +21.6% · 1y +44.9%
Market Recap: Gold to $9,000 | Bullish Silver | U.S. Elections Market Impact | Fed Outlook
2024-10-25
SILVER
bullish
Wealthion · video
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
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
2024-10-25
GOLD
owns
Wealthion · video
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
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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