The video interview runs over 20 minutes – I can’t get enough of listening to Jim. Even though he repeats his investing themes, those themes will almost always make you big $$$, so a good refresher course can never hurt.
At the 5:40 mark of the third video, Jim mentions what he’s buying now:
- Chinese Renminbi
- Chinese shares (focus on tourism, agriculture, clean water, power generation)
- Japanese Yen
With agriculture and the “Redback” qualifying as the safest investments in his book.