Recent interview by our hero, Jim Rogers, on Resource Investor.
Much of the same material we’ve talked about here before, but I tried to read anything by Jim Rogers I can find. He reiterated his best investment ideas for right now:
- Chinese renminbi
- Swiss franc
- Japanese yen
- short Investment Banks
I have been reading that a lot of value investors are taking a hard look at Japan – stocks are so beaten down that many are trading for the cash on the books. Maybe another good way to get Yen exposure – something to investigate.