Hour 2: Investing Ideas in a Deleveraging World - a podcast by Jay Taylor

Adrian Day joins us for a second time. His book titled “Investing in Resources” lays out some very promising ways to profit from commodities at a time when a major portion of the world’s population is achieving middle class status. With it comes expectations for modern conveniences and a lifestyle that demands much higher per capita consumption of energy and the world’s materials in general. Against that major trend, however, is the current massive deleveraging of debt mostly from the developed world. How will this shake out and in the process and how can we make money investing in resources? Adrian Day will be with me to discuss this issue. Also Cathy Fong, of Lucky Strike Resources with a ½ billion tonne coal resource will join me. Visions of coal turned into numerous commodities such as diesel fuel, natural gas, urea and ammonia will be discussed. The show will be aired from Zurich, Switzerland so I may have a surprise guest or two and/or my partners Roger Wiegand and Chen Lin.

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