TDI Podcast: Quantum Leaps with Rogers (#931)
The Disciplined Investor
Andrew Horowitz and guests - Frank Curzio, Ben Hunt, Barry Ritholtz, Leo Laporte, Keith McCullough, TDI
4.4 • 705 Ratings
🗓️ 27 July 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode’s guest: Jim Rogers – The Investment Biker
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Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times, The Business Times, The Straits Times and many media outlets worldwide. He has also appeared as a regular commentator and columnist in various media and has been a professor at Columbia University.
After attending Yale and Oxford University, Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the S&P rose less than 50%. Rogers then decided to retire – at age 37. Continuing to manage his own portfolio, Rogers kept busy serving as a full professor of finance at the Columbia University Graduate School of Business, and, in 1989 and 1990, as the moderator of WCBS’s ‘The Dreyfus Roundtable’ and FNN’s ‘The Profit Motive with Jim Rogers’.
In 1990-1992, Rogers fulfilled his lifelong dream: motorcycling 100,000 miles across six continents, a feat that landed him in the Guinness Book of World Records. As a private investor, he constantly analyzed the countries through which he traveled for investment ideas. He chronicled his one-of-a-kind journey in Investment Biker: On the Road with Jim Rogers. Jim also embarked on a Millennium Adventure in 1999. He traveled for 3 years on his round-the-world, Guinness World Record journey. It was his 3rd Guinness Record. Passing through 116 countries, he covered more than 245,000 kilometers, which he recounted in his book Adventure Capitalist: The Ultimate Road Trip.
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Stocks mentioned in this episode: (SLV), (GLD), (CMG), (DOW), (KSS), (KOSS), (DHI), (SHW)
Transcript
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| 0:00.0 | This episode is sponsored by Interactive Brokers, and here's a question for you. |
| 0:04.6 | Will the medium new home sales price exceed $430,000 in July of 2025? |
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| 0:22.5 | climate change, the economy, or politics. You choose yes or no. And if you're right, you get paid. |
| 0:29.5 | It's that simple. Explore training data on U.S. home sale prices, spot the trends, |
| 0:35.3 | and make your prediction for August 2025. |
| 0:39.2 | Trade forecast contracts and interactive brokers and earn a dollar for every correct prediction. |
| 0:44.5 | Plus, you'll earn 3.83% APY on your investment with an interest-like incentive coupon. |
| 0:52.0 | And you'll get $3 when you start trading forecast contracts. |
| 0:55.9 | Now, forecast contracts are not suitable for all investors. |
| 0:58.8 | Go to IBKR.com slash forecast and start predicting today. |
| 1:06.8 | The last day for trading this contract is August 25th. |
| 1:11.3 | The disciplined investor is all about you, your money, and the markets. |
| 1:16.0 | Sit back and get ready for this edition of The Disciplined Investor Podcast. |
| 1:21.6 | This episode of The Disciplined Investor is sponsored by Horowitz & Company. |
| 1:26.2 | If you're looking for a portfolio manager, look no further. |
| 1:30.1 | Horowitz & Company, from seed through harvest, cultivating financial success. |
| 1:40.3 | Setting new records, all-time highs against the odds. |
| 1:45.0 | Meme stocks back with a vengeance. |
| 1:47.3 | The housing market's slowing, but prices are still rising. |
| 1:50.7 | And we're talking global markets with famed investor Jim Rogers. |
... |
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