Very good video of Marc Faber. He talks a little bit about my own struggle in determining whether we are going to see a deflationary spiral global slowdown or one marked with inflation and stagflation. Huge massive bifurcated outcomes and it is what the best minds in the world are struggling with.
http://www.bloomberg.com/avp/avp.htm?N=av&T=Marc%20Faber%20Says%20Global%20Economic%20Slump%20Is%20%60Unavoidable
Also a good video of famed short seller Jim Chanos. He is the least short in financials in four years and focusing alot of effort on companies that focus on the global infrastructure plays.
http://www.bloomberg.com/avp/avp.htm?N=av&T=Chanos%20Says%20He's%20Shorting%20Fewest%20Financials%20in%204%20Years&clipSRC=mms://media2.bloomberg.com/cache/v_Vowg8BUYk0.asf
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