Martin Kronicle

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Jim Rogers

My mentor and I speak about Gold, commodity bubbles, Bernanke, Geithner, and I get him to answer a reader question about Market Timing.

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U.S. stocks boomed in the last nine months of 2009, but remained well below earlier highs. Indeed, many people referred to the first 10 years of the 21st century as “the lost decade,” because stocks returned virtually nothing while investors had been conditioned to expect 10% a year. Meanwhile, bonds and commodities experienced a stunning run. Have the rules of investing changed?

I did not record this podcast, but I thought it would be interesting to compare Jeremy Siegel to some of the podcasts I’ve done with commodity traders so you can get a feel and put things in perspective.

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Victor Sperandeo

This is my second interview with Victor Sperandeo. Here is the first podcast we did in June 2009

You can click on the blue links in the podcast to take you to the material being discussed in the podcast.

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Marc Rich

I recorded a podcast with Daniel Amman, author of The King of Oil: The Secret Lives of Marc Rich, a biography of physical commodity trader Marc Rich.  Ammann is Editor at Die Weltwoche, a German-language weekly paper in Zurich. His book is excellent and I highly recommend it.

Readers will learn much about the physical commodities markets, as opposed to the “paper” markets of commodity futures. More importantly, they will learn a very different side of Marc Rich that has not made it’s way through the American media as did President Clinton’s pardon.