Jim is getting on but still articulate. For those of you who don't know him, he is a famous author and investor who moved into Singapore about two decades ago on a very deliberate basis in order to decouple from the US.
1. He expects a bear market post election. The current market rises have run too long for him. He has NO equities at all now (I think he's in commodities).
2. He likes Silver a lot - gold as well. He says silver is 40% off it's high but gold is at an all time high .
3. He says the US debt levels are simply unsustainable but has no idea how to fix it (I do, tax the shit out of the rich).
4. He likes Indonesia, Uzbekistan and India. He likes that these countries have worked out that offering prosperity to their citizens works for the better.
5. He generally likes commodities related to AI and EV's (copper, cobalt, silver etc).
6. Most general investment advice was to find things that are cheap and available and research them.
7. He's positive about China but says "it's a locked market (you can't exit)".
8. He feels there is no safe haven at all and intends to sell out of his US currency "in the next run up".
