Jim Rogers, chairman of Rogers Holdings, talks with Bloomberg’s Carol Massar from Frankfurt about the impact of Federal Reserve monetary policy on the economy and financial markets, the correlation of the US to global investment markets, and his recommendation of China’s currency. Bloomberg’s Erik Schatzker also speaks. (Source: Bloomberg) February 1, 2008 09:14 EST 00:00 Outlook for oil prices, investment strategy 01:02 Ben Bernanke “doesn’t know what he’s doing.” 02:39 Fed policy created “chaos”; contrast to Japan 04:10 Impact of US economy on global markets 04:56 Strategy: agriculture, currencies; financials 05:21 China “buying reserves” in commodities 06:34 Aluminum Corp., Alcoa stake in Rio Tinto 08:07 Microsoft’s bid for Yahoo; “shorting the ETF” 10:06 Recommends renminbi, “safest” for long-term Running time 10:38