Jim Rogers believes that if the economy does bad stocks will not do well. But, if the economy does well, stocks will do well but not as well as commodities as it's almost certain the fed will continue to print money causing commodities to surge further. So its a win-win situation for investors. In the interview Rogers mentions he is very bullish on Gold, Sugar, Rice, Silver, Agriculture,. The basic thesis behind his bullishness on commodities continues to be the demand for certain commodities and the lack of farmers around the world.
PowerShares DB Agriculture Fund (DBA) --The PowerShares DB Commodity Index Tracking Fund is a rules-based index composed of futures contracts on six of the most heavily-traded and important physical commodities in the world - crude oil, heating oil, gold, aluminum, corn and wheat.
iShares Silver Trust (SLV)-- The objective of the iShares Silver Trust is for the value of the shares of the iShares Silver Trust to reflect, at any given time, the price of silver owned by the iShares Silver Trust at that time, less the iShares Silver Trust's expenses and liabilities.
SPDR Gold Trust (GLD)--The objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust's expenses.
According to Rogers, there is a bubble forming in the bond market, especially in long term treasuries. Jim Rogers states that " I cannot conceive someone lending money to the U,S. government for 30 years at such low yields." In the interview Rogers does mention he continues to wait so he could sell short.
The most obvious play would be to go long on several inverse ETF's such as:
ProShares UltraShort 20+ Year Treasury (TBT)--
The ProShares UltraShort Lehman 20+ Year Treasury Bond ETF seeks daily investment results that generally correspond to twice (200%) the inverse (opposite) of the performance of the Lehman Brothers 20+ Year U.S. Treasury Index.
Jim Rogers mentions he is bullish on several Asian countries including Malaysia. There is one Malaysia ETF in particular that focuses strictly on Malaysia.
The iShares MSCI Malaysia Index (EWM) tracks a cap-weighted index that aims to capture 85% of the total publicly-available Malaysian market capitalization. Financials (28.5%), industrials (20.0%), and consumer staples (16.5%) comprise the largest sector allocations of EWM, which maintains about 40 individual holdings.