Jim Rogers Fans - go to Investment Postcards from Cape Town

Prieur du Plessis, aside from having the coolest name this side of South Africa, runs a very insightful blog that I rarely have time to get out to anymore. One thing about writing a blog - you lose the time you used to have to actually read other people's blogs!

However, he has a series of video links with famed ex hedge fund manager Jim Rogers on this link (via FT.com) I can't embed it so if you are a Rogers fan, you can follow this link directly to Prieur's website. I haven't had a chance to listen to the videos yet but they should be entertaining considering the subject matter. Like Rogers we are long term bulls on commodities and with the money supply the central banks are creating worldwide; once the global economy even begins to return to "neutral" we face the potential for a commodity super spike which is going to make 2005-2007 look like a kid's party. The question of import, as always, is timing when we move from deflationary rumblings to the first waves of the next inflationary cycle.

In Part 1 Rogers gives his outlook for the US dollar and what new financial architecture may evolve post-crisis.

In Part 2 Rogers discusses president-elect Barack Obama’s economic proposals and whether it is the right time to buy back into equities.

In Part 3 Rogers discusses China, his outlook for A shares, and whether the economic stimulus package is enough to reverse the country’s slowing pace of growth.

In Part 4 Rogers recommends holding real assets because the spectre of inflation is still real despite a forced liquidation into cash prompting a decline in prices.