Emerging Markets: Macro & COVID-19

In this episode of Ahead of the Curve, Real Vision guides viewers on a journey of understanding through the present and future of emerging markets.

Michael Nicoletos, co-founder and CIO of AppleTree Capital, speaks with Jim Rogers, chairman of Beeland Interests and famous emerging markets investor in Singapore. They talk about the next move for the dollar, which emerging markets he is currently investing in, and why he looks for disaster when he is deploying capital.

Then, Real Vision’s own Roger Hirst speaks with Mark Mobius, partner at Mobius Capital Partners, in Germany. Mobius breaks down the importance of technology, travel, and other macroeconomic factors that impact emerging markets. He explains why he believes the recovery could be as fast as the meltdown.

Nicoletos then speaks to Dr. Simon Ogus, founder and CEO of DSG Asia Limited. Dr. Ogus talks about the impact of COVID-19 on emerging markets through his view from Hong Kong. He relates the Asia-specific perspective on the impact of the virus on currencies, growing alternatives to Chinese manufacturing, and the future of globalism. Filmed May 11-15, 2020.

Pandemic: The US Has Done The Worst Job

Sweden did nothing, some US states did nothing and they say they're going to come out ahead. We know that the United States has the highest number of deaths, the highest number of cases reported if you can believe anybody.  I'm always skeptical of believing the numbers the US has done the worst job or the least good job of handling the whole thing.

Markets: Commodities, COVID-19

Latest video market update from Jim Rogers on commodities, financial markets and the COVID-19 pandemic. How markets will evolve from here and who will be the winners and the losers.

Investing: Silver Is Cheaper Than Gold

If you look at the ratio of silver and gold, it is highest it has ever been in recorded history. Never in history has silver been this cheap compared with gold. Maybe there are reasons but there are always reasons when something like this happens. I want to own precious metals. And certainly, in the next five years, I would prefer to own gold or silver. But if I had the option, I would own silver just because it is cheaper. I own both. I bought more gold recently but I would rather prefer to buy silver today than either of the two you mentioned.

Investing: Where To Look

Agriculture is still a disaster. Agriculture's probably got great opportunities. Gold and Silver, some parts of the world that have been smashed like transportation, airlines, tourism anything to do with travel has been killed. I'm also looking into a shipping company in Russia.

The Worst Problem Of My Lifetime

In 2008, the world had a problem because of too much debt. Since then, the debt has skyrocketed everywhere. Even in India and China, everywhere. Ten years ago China had no debt now it has a lot of debt. And next time we have a problem...that we are having now. It will be the worst in my lifetime.

Investing: Silver, India