"Chen, do you know Jim Rogers?" Chris called from New York to Chen Bodao.

"Of course, it is said that he is the 'commodity king', a partner of the quantum fund."

"Yes, that's right. His sober analysis in futures trading is worth learning from every investor. However, more than 20 years ago, he broke up with Soros because of ideological discord and announced his retirement. Since then, he has traveled the world, but he is now back with a Guinness travel record. ”

"And then, he's in his sixties, right? After being away from the financial markets for so long, can you still have the ambition you had at the beginning? Of course, Chen Bo heard that Chris had the idea of attracting this big name, but he didn't care.

"Don't you still say that 'there is an old man in the family, if there is a treasure'? Rogers has gained a lot of experience through years of traveling and investing, and has a very thorough grasp of politics and economy, and I have met him a few times during this time, and I think the gap between us is that he is a real strategic analyst, and my thinking is more like a short-term trader. ”

"You're so modest, it doesn't seem like your style." Chen Bo teased.

"We should not let go of talented people. And he is very interested in Huaxia and you. He's in Los Angeles right now, so you might as well meet and talk, maybe it will make a difference. ”

"Then you can make an appointment for me, and come to my house."

Chen Bo saw that he was so persistent, and it was not easy to save his face. Although Rogers is quite famous, he also has a variety of voices. He was involved in the beginning of the Quantum Fund, but in the end, it was Soros himself who was carrying the charge, some people said he was a small follower, and some people said that he was just a big fool.

Whether it's a mule or a horse, you might as well contact and see, and it's not too late to make a conclusion.

When the sun shone on the shores of Malibu, Chen Bo met Jim Rogers in front of the green half-acre vegetable field in the small garden.

The old man was a little blessed, with gray hair, and he looked naïve and cute, but he was kind and kind.

"Tea or coffee?" Chen Bo invited him to stand in front of the round table next to him.

"Do you have a gongfu tea?" The old man asked.

"Mister Rogers actually knows about Gongfu Tea?" Chen Bo asked with a little surprise, this kind of tea drinking method that southerners like, let alone crossing the Yangtze River, even if it comes out of southern Fujian and Lingnan, there is not such a big market.

The roughness of the northerners is the most direct, grabbing a handful of tea leaves and throwing them into the enamel jar, washing them with boiling water, they are enjoying life.

"My first stop after retirement was to go to China, and from there I started to travel around the world with my wife on a motorcycle." Rogers said as if it were a family chatter, "When I arrived, I realized that it was not at all what I imagined. The people there are warm, hardworking, and have a splendid civilization and history. However, it was indeed very poor back then, and it was difficult to find even a decent hotel. ”

"Really? The average American doesn't have a good impression of us. Chen Bo asked the maid to bring over a bamboo tea tray and a set of delicate purple clay pots, and began this set of tedious crafts as he spoke.

"All the media in the world don't necessarily tell the truth." Rogers smiled slightly, "I didn't really experience that life, I didn't have any right to speak, so I went." If the 19th century belonged to Britain and the 20th century belonged to the United States, then the 21st century must belong to China. ”

"Is that a deliberate compliment?"

"If you have to say yes, then there's nothing I can do."

"Since the 21st century belongs to China, and you have had a profound experience, you might as well talk about the future investment direction?"

"The direction is always in the hands of the government, and where the government wants to develop, it must put the money there! There is a strong link between China's economy and government policies. Twenty years ago, I was optimistic about railways, medical care, and basic industries, and now it has come true. ”

"Excellent Tieguanyin, come and taste my craftsmanship." Chen Bo made a gesture of please, and the brewed tea soup has a natural orchid aroma, which is a unique 'Guanyin rhyme', with a pure taste, a rich and lasting aroma, and a 'reputation of seven bubbles with lingering fragrance'.

"Good tea, fragrant lips and teeth, long aftertaste!" Rogers took a sip and sighed, "The essence of thousands of years of culture is condensed in the tea ceremony." ”

"You can say whatever happened twenty years ago now, I wonder what Mr. thinks now?" Chen Bo didn't take his compliments and continued to ask.

"Railways, medical and health care, consumer entertainment, and open finance, this is what I thought a few years ago, but now we must add an IT industry based on the development of the Internet."

"Now the railway has nearly 80,000 kilometers in operation, ranking third in the world. Why develop railways? ”

"Twenty years ago, it was 50,000 kilometers, and now it's only 30,000 kilometers, is that enough? The operating mileage of railways in the United States is 220,000 kilometers, and in Russia it is 128,000 kilometers. How many companies are involved in the construction of a railway? How many new technologies are involved, and how much basic industries can be driven.

Moreover, China's land area is vast, and now it is advocating the vigorous development of the western region, and for sparsely populated places, railways are even more needed to communicate with the economic lifeline, not to mention that they also have military uses, but wherever there is a railway, it is a place where the army can quickly put it in, which is a necessary investment for the Yanjing authorities to control the peripheral areas.

So I expect that in the next ten years, the construction of railways will inevitably increase, and maybe even double. Because the original industrial base has been completed, the technical capacity has also met the needs of development! ”

Rogers' analysis is very reasonable, if you want to get rich, you must first build roads. In a country with such a large land area, there is indeed a greater need for investment in infrastructure, which is also a necessary condition for economic development.

However, Chen Bo was still not ready to let him go, and continued to ask, "Why are you optimistic about the IT industry with the Internet as the core in the past two years?" ”

"That's what surprised me the most." Rogers' tone was full of amazement, "No one could have imagined that a non-English speaking country could develop so rapidly in this emerging field of the Internet." After some careful observation, I realized that this is due to multiple factors.

For one, the Chinese attach great importance to education, which can only be matched by the Jews. Second, the long-suppressed desire for success. Coupled with a huge population base and the continuous improvement of living conditions. However, the new economic structure of the Internet was immediately overturned before the traditional industry formed a fixed model, or even skipped directly.

In the future, there will be only two markets left in the world's Internet landscape, one is Greater China, and the other is the United States, which is beyond doubt. While others are still consolidating the domestic market, you have already jumped out of that circle and come to Silicon Valley.

This is what I admire most about you, daring to challenge and having extraordinary vision! ”

"Sir, I praised it." Chen Bo modestly replied, and then turned the topic to the present: "Why don't you look at this vegetable garden, a few months ago it was a wasteland, my children and I cultivated it here, and then sprinkled the seeds, now it is enough for our own consumption, and we can give it to our neighbors to taste." ”

"I know that Chinese people like to grow vegetables everywhere, and some people think that this is what only hillbillies do, but in your country, from the emperor and nobles, down to the common people, they are all expressing their ambitions in this subtle way." Rogers directly punctured his thoughts, "It seems to be the simplest fruits and vegetables, but it contains the desire for success." ”

"Awesome, awesome!" Chen Bo clapped his hands and praised, "Mr. is not only a Huaxia expert, but also has great wisdom!" ”

"I don't dare to say great wisdom, but I have heard a story about the Three Kingdoms, saying that there was a king who planted vegetables when he was down, to nourish his heart. also derived an allusion called green plum boiled wine on heroes. ”

Rogers, the old man, the more he talked about it, the more he kicked his nose in the face, and even the allusions to the Three Kingdoms were revealed.

"I can't be a hero, some people love me to death, and some people want me to die immediately!" Chen Bo shook his head and said, "There is also a saying that heroes are short of breath and have a thin face. ”

"Haha, interesting. You have all the pros and cons to say, and the others have nothing to say! ”

"It doesn't matter, what matters is why you're here!" After this conversation, it is not difficult to see that the old man has a clear understanding of the current economic development, as Chris said, is an experienced strategist.

Although the early 60s are definitely not in the prime of life, the experience and wisdom of a lifetime of poverty are useful.

"Because I have just had a daughter, she is truly a gift from God to me, and she has come to my life like that, and it has made me so happy and gratified." Rogers' face was filled with happiness, and he added, "So I should do my part as a father to create better conditions for her." ”

"You're really old and strong, congratulations, congratulations!" Chen Bo couldn't help but silently praise him, and it was a great blessing in life to have a daughter when he was old. "Since others call you the 'commodity king', presumably the operation of the futures market is what you are good at?"

"Investment and futures are areas that I am familiar with." Rogers nodded.

"That's right, if you have time, accompany me to China." Chen Bo continued, "Chairman of B&P Fund, Global Partner, are you satisfied? ”

"It's an honor!" Rogers took Chen Bo's outstretched hand and replied with a smile.

The chairman of the fund has always been a fictitious position, and the global partners are important, which is a practical benefit.

A partner can share up to 20% of the profit with 1% of the capital, of course, according to the amount of capital he trades. There is no restriction on the withdrawal of partners, and this behavior is usually called retirement in the industry, and there are regional partners and industry partners.

Usually in the field of funds, lawyers and accounting firms will use this method to attract talented people.

(End of chapter)