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- Everybody has been talking about Greece for two years, it isn’t going to go away on Monday.
- We need to let Greece go bankrupt or this will go on forever.
- 2012 is going to feel good because all the elections globally will mean constant government money printing to try and keep voters happy.
- 2013 and 2014 are likely to be tough.
- Doesn’t own U.S. stocks, he owns commodities. Printing presses are running full speed in the States, Japan and Europe. Commodities are the way to protect yourself with rampant money printing.
- Believes there is inflation in Japan despite what is being reported. Japanese imports are going down in price because the yen is getting stronger; that is not deflation.
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