TDI Podcast 108: Commodities and Contrarians
May 11, 2009 at 00:45 AM EDT
Guests: Michael Essany and Bill Fleckenstein discuss commodities, corn and the contrarian take. What will the corn crop do this summer as we may see a terrible planing season and a massive drawn down of the crop from massive ethanol production? We then move to a discussion with Bill Fleckenstein to answer questions that investors want to know... Is it for real? What to invest in if this is a real recovery and what to watch out for.... Related posts: TDI Podcast 76: Bush Betting on a Bailout Bonanza TDI Podcast 105: Schwager on Wizards and Keynesianism TDI Podcast 106: ZeroHedge and Mish-O-Nomics