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Jim Rogers Warns US Recession and AI Bubble Are Coming
Jim Rogers is an investor who thinks the US economy may have a recession in the future.
A recession means businesses and economies slow down.
He also thinks investors may be paying too much for some artificial intelligence companies.
He says this has happened before with exciting new technologies, such as railroads and electricity.
Rogers believes the technology can remain useful even if the prices of related companies fall.
He prefers to keep gold and silver as protection when financial conditions become difficult.
He is also not buying US or Japanese government bonds because he is concerned about debt and inflation.
He still owns many US dollars because people around the world see them as relatively safe.
Rogers likes India's long-term prospects but is waiting for better investment opportunities.
Investor Jim Rogers says a US recession is likely in the foreseeable future because the economy is historically overdue for one.
Rogers considers the AI market a speculative bubble but says the underlying technology may survive a future collapse.
He is holding gold, silver and US dollars, while avoiding US Treasury bonds because of rising debt and inflation.
Rogers says the US dollar remains a safe haven but will eventually face stronger competition from another currency.
He sees India as an increasingly attractive investment destination, though he currently owns no Indian assets and expects possible market corrections.
- Who
- Investor and financial commentator Jim Rogers.
- What
- Rogers discussed the risk of a US recession, a possible AI bubble, currencies, precious metals, bonds and investment opportunities in India and Uzbekistan.
- Where
- The interview was conducted in or reported from Chennai, India.
- When
- In an interview discussing developments since April 2025; no interview date is specified.
- Why
- Rogers bases his views on rising government debt, inflation, speculative enthusiasm in AI markets and historical patterns of financial bubbles and recessions.
Key facts
- US recession outlook
- Rogers says a US recession is probably coming in the foreseeable future, though it has not arrived yet.
- AI market
- He says AI valuations show signs of a speculative bubble but believes the technology may survive a market collapse.
- Silver prices
- The interview says silver rose from about $33 per ounce in April 2025 to $121 in January, then declined to around $65.
- Precious metals
- Rogers says he does not want to sell his gold or silver and hopes to buy more if prices fall.
- US bonds
- He says he is not buying US Treasury bonds because US debt and inflation are increasing.
- US dollar
- Rogers says he owns many US dollars because they are still widely viewed as a safe haven.
- India investments
- He says he currently owns no Indian assets but considers India increasingly attractive and hopes to buy after a possible correction.
Sources
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