John Authers has written a great book called The Fearful Rise of Markets: Global Bubbles, Synchronized Meltdowns, and How To Prevent Them in the Future
Authers is a long-time investment columnist. He now runs the Lex column for the Financial Times and is quoted all over the place. He was honored by State Street Institutional Press Awards as the UK’s Investment Journalist of the Year for his coverage of confidence in investment theory.
Here is the blog post by John Kemp on Cash and Carry that I mentioned in the podcast.
I wrote something similar back on February 4 called Oil Barges Coming Ashore that deals with Cash and Carry also.
I've stumbled across your site, and without being too pithy, I would just like to write – bravo. listening to your interviews gives plebes like myself the rare opportunity to witness intelligence and wit on a scale rarely found. I don't understand one tenth of what you are talking about, but enjoy the discussion immensely.