Jim Talks Markets

Thursday, April 4, 2019

Electric Car Revolution: Lithium and Cobalt

Q: Let's back to the future now because we're in the middle of this electric car revolution that's creating a major shift in demand and supply in commodities for things like Lithium and Cobalt. So, is that kind of thematic investment that you're looking at and how is the best way to play it?

A: Well, yes the problem with those two that you mentioned are that there's no public market. You know, there's plenty of futures in Zinc and Copper but there's not futures in Lithium and Cobalt. So you have to be in the mines or buy the stuff itself which is not so easy for most people, including me. I had an interest in a company which had lithium mines but at the moment I have nothing.

Further reading:

"Stock Market: The Trump Put"

"The Real Reason Why The Fed Cannot Raise Rates"
"The Coming Recession Will Be Bearish For Bonds"

Wednesday, April 3, 2019

My Process For Investing In Commodities

I'm more bullish on commodities than I am on American stocks for instance. So, the answer is overall yes but would I rush in and buy Zinc today? No, of course not! It's up 20 percent since August as you pointed out. What I like to do is find the commodities that are down the most and start looking there rather than ones are up the most.

Further reading:

"Stock Market: The Trump Put"

"The Real Reason Why The Fed Cannot Raise Rates"

"The Coming Recession Will Be Bearish For Bonds"

Tuesday, March 26, 2019

Video: Cannabis Investing, China & Gold

"The cannabis market is going to get bigger and bigger." - Jim Rogers

Other topics covered: North Korea, Unified Korea, China, Gold;

Interesting Reading:

Ray Dalio - What It Means to Be Principled and Why You Need to Do It
Ray Dalio - Principle 1.1: Be A Hyperrealist
Ray Dalio - Principle 1.1A: A Successful Life
Ray Dalio - Principle Of The Day: Embrace Reality
Ray Dalio - Principle 1.2: An Accurate Understanding Of Reality

Further reading:

"Stock Market: The Trump Put"

"The Real Reason Why The Fed Cannot Raise Rates"
"The Coming Recession Will Be Bearish For Bonds"

Friday, March 22, 2019

Korea Will Be The Most Exciting Country In The World

Soon Korea will be the most exciting country in the world. More exciting than China, more exciting than the United Kingdom, more exciting than any country you can think of.

They have lots of cheap, disciplined labor in the North, they have lots of natural resources in the north, they are right on the Chinese border. You put it together with South Korean capital, South Korean expertise, South Korea market size... It's going to be a country of 80 million people on the Chinese border with cheap labor and lots of natural resources.

Interesting Reading:

Ray Dalio - What It Means to Be Principled and Why You Need to Do It

Ray Dalio - Principle 1.1: Be A Hyperrealist

Ray Dalio - Principle 1.1A: A Successful Life

Ray Dalio - Principle Of The Day: Embrace Reality

Ray Dalio - Principle 1.2: An Accurate Understanding Of Reality

Further reading:

"Stock Market: The Trump Put"

"The Real Reason Why The Fed Cannot Raise Rates"

"The Coming Recession Will Be Bearish For Bonds"

Investing: Finding Cheap & Positive Change

If you can find very cheap and positive change you're probably going to be successful. So there's positive change taking place in North Korea.

Interesting Reading:

Ray Dalio - What It Means to Be Principled and Why You Need to Do It
Ray Dalio - Principle 1.1: Be A Hyperrealist
Ray Dalio - Principle 1.1A: A Successful Life
Ray Dalio - Principle Of The Day: Embrace Reality
Ray Dalio - Principle 1.2: An Accurate Understanding Of Reality

Daily Routines: Exercising & Avoiding Things That Don't Interest Me

I try to exercise every day try to go to the gym every day there's no question about that I can't always do it because of traveler or conflicts or something else but that I try to do and I tried not to I try to avoid things that don't interest me.