Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

Part 1: Rogers sees brief dollar rally He says he has increased his dollar holdings in anticipation of a rally in the US currency, but the dollar is still broadly set for a lasting decline.

Click here or on the image below to view the video clip.

Part 2: Rogers still a China bull He says he’s not buying Chinese stocks, but sees the renminbi rising despite its effective peg to the dollar.

Click here to view the video clip.

Part 3: Rogers backs commodities for the long run. He says he’s fully expecting another leg up in commodities, and that real assets represent

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Lindsay Whipp of the Financial Times sits down with Jim Rogers in Tokyo for a four-part interview covering the US dollar, China, commodities and crisis-related issues.

Part 1: Rogers sees brief dollar rally He says he has increased his dollar holdings in anticipation of a rally in the US currency, but the dollar is still broadly set for a lasting decline.

Click here or on the image below to view the video clip.

Part 2: Rogers still a China bull He says he’s not buying Chinese stocks, but sees the renminbi rising despite its effective peg to the dollar.

Click here to view the video clip.

Part 3: Rogers backs commodities for the long run. He says he’s fully expecting another leg up in commodities, and that real assets represent

...

Well, I never thought I would have to wait very long to get some confirmation of my last post on things that could go bump in the night in France, but even I wasn't expecting confirmation of what I was trying to get at so quickly. Now, according to a href="http://www.ft.com/cms/s/0/f7e77b94-c2e0-11de-8eca-00144feab49a.html"Frank Atkins in The Financial Times this morning/a:br /blockquoteThe eurozone has reported the first year-on-year fall in bank lending to the private sector, strengthening the case for the European Central Bank to maintain its ultra-loose interest rate policy. The latest eurozone credit statistics indicated lending had been scaled back at an unprecedented pace, even though signs have become stronger that the 16-country region’s economy has stabilised./blockquotebr /br /What are we talking about here?br /br /Basically bank lending to the euro area private sector shrank by an annualised 0.3 percent in September, according to the European Central Bank's monthly report, making ...

Whoever would have thought that some people once called economics the most dismal of sciences? Certainly, as the current crisis goes on and on, those of us who consider ourselves to be economists scarcely are able to find the time to squeeze in a dull moment, even here and there. But even at a broader level, interest in that most dismal of dismal topics - the theory and practice of central banking - seems now to fire up levels of enthusiasm here in Spain that make even the appetising prospect of a forthcoming Real Madrid-Barça football match pale in intensity. Even if it is the case, I have to admit, that the everyday Johnny (or Jill) come lately sitting in the bar still - truth be told - prefers the sports columns of the daily newspapers, or the lacivious details of the latest romantic adventure of one of the rich ...

Whoever would have thought that some people once called economics the most dismal of sciences? Certainly, as the current crisis goes on and on, those of us who consider ourselves to be economists scarcely are able to find the time to squeeze in a dull moment, even here and there. But even at a broader level, interest in that most dismal of dismal topics - the theory and practice of central banking - seems now to fire up levels of enthusiasm here in Spain that make even the appetising prospect of a forthcoming Real Madrid-Barça football match pale in intensity. Even if it is the case, I have to admit, that the everyday Johnny (or Jill) come lately sitting in the bar still - truth be told - prefers the sports columns of the daily newspapers, or the lacivious details of the latest romantic adventure of one of the rich ...

Chrystia Freeland, US managing editor of the Financial Times, interviewed George Soros, the legendary fund manager, about the state of the world economy, relations between the US and China, his investment performance and regulating bankers’ compensation. A link to the transcript of the interview follows at the end of the post.

Part 1: The world economy and currencies

Click here or on the image below to view the video.

Part 2: The 2008 crisis

Click here or on the image below to view the video.

Part 3: Financial reform

Click here or on the image below to view the video.

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This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest.

• Evans-Pritchard (Telegraph): German “wise men” fear credit crunch in 2010, October 15, 2009. Germany’s leading institutes have warned that the pace of economic recovery is “unsustainable” and that the country’s banks may face a fresh crisis over the next year as bad debts surface in earnest.

• Lasse Heje Pedersen (NYU Stern School of Business): When everyone runs for the exit, August 2009. The dangers of shouting “fire” in a crowded theater are well understood, but the dangers of rushing to the exit in the financial markets are more complex. Yet, the two events share several features …

• Anthony Bolton (Financial Times): Are developed or emerging markets the future of investing? October 16,

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In this three-part video interview, Julian Robertson, chairman and CEO of Tiger Management, talks with Chrystia Freeland, US managing editor of the Financial Times, about US debt, China, lessons from the tech bust, the future of hedge funds, gold stocks, taxes and regulations. Good stuff!

Part 1: On the economy and inflation

Click here or on the image below to view the video.

Part 2: On market cycles and hedge funds

Click here or on the image below to view the video.

Part 3: On gold, Norway, and taxes

Click here or on the image below to view the video.

Source: Chrystia Freeland, Financial Times (

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Jeremy Siegel is professor of finance of the Wharton School at the University of Pennsyilvania. But he is perhaps best known for his 1994 book Stocks for the Long Run, in which he explained why he believes buying and holding stocks is the best approach to investing.

In Part 1 of an interview with John Authers, investment editor of the Financial Times, Siegel is asked whether he got it wrong against the backdrop of last year’s market crash.

Click here or on the image below to view the video.

In Part 2, Siegel explains why the ageing populations in developed countries mean investors need to put money into emerging markets, or risk losing out.

Click here or on the image below to view the video.

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In this interesting two-part interview John Authers, investment editor of the Financial Times, discusses a number of pertinent economic and investment issues with Bruce Greenwald of Columbia Business School and First Eagle Funds.

Part 1:

Click here or on the image below to view the video.

Part 2:

Click here or on the image below to view the video.

Source: John Authers, Financial Times, October 9, 2009.

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