July 14 (Bloomberg) -- Jim Rogers, chairman of Rogers Holdings, talks with Bloomberg's Carol Massar and Ellen Braitman from Singapore about the U.S. government's efforts to bolster Fannie Mae and Freddie Mae, the outlook for financial stocks, the dollar and commodities, and his investment strategy. (Source: Bloomberg)

00:00 Fannie, Freddie plan: "unmitigated disaster"
01:52 Fannie, Freddie are "basically insolvent."
02:27 U.S. Treasuries; short position on financials
04:10 Fannie, Freddie "should've gone bankrupt."
05:31 Reasons for dollar rally; dollar strategy
06:10 Outlook for interest rates, inflation
06:50 U.S. recession "going to be one of the worst"
07:30 Government "bailing out everybody in sight"
09:38 Strategy: airline stocks, agriculture
10:06 Commodities bull market has "long way to go"
11:46 "Contemplating" base metals
12:35 China stocks; Taiwan as "best opportunity"
13:57 Possible government action on commodities

Running time 15:35

Last Updated: July 14, 2008 09:12 EDT