Rogers speaks about his two-year, around-the-world motorcycle trip. He begins by speaking about the pragmatic issues that he and his partner had to deal with. Following, he speaks about how what he saw influenced his thinking on investments. He is bullish on Latin America and Asia. He likes both due to their generous supply of commodities. He likes Latin America because of the homogeneous language and religious nature of the area. He is bullish on China due to its population size, arguing it will be the largest economy by GDP by 2020. He feels the former Soviet Union is a disaster zone in terms of investment. He is bearish on the United States due to debt and monetary policies.