My take on the commodity supercycle and stock market zeitgeist...and the new era of precious metals, uranium (just bottoming, btw)and alternate energy. As I have said here since 2005 "Get ready for peak everything, the repricing of the planet and "black swan" markets all over the place".
5 May 2009
Satyajit Das audio 5th May 2009 Late Night Live
Satyajit Das talks about the other side of the globalisation story - the consequences of financial market cross-infection, swine 'flu pandemic panic, and the rapid international transmission of unemployment.
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