Dollar Is Doomed, Own Real Assets

"Ninety-eight percent of the world is pessimistic on the U.S. dollar," says Rogers with a shrug when asked to flesh out the conundrum of being long an asset he thinks will end up being worthless. It's a trade, not a bullish theme. Of course, Rogers never made a trade he wouldn't exit, and his long-position on the dollar is no exception. "If it goes down, I'll have to sell it," he says, adding, "if it goes up, I'll probably sell it."