Click on the above link for the podcast.
In the one hour podcast I expanded on the ideas presented in Ten Economic and Investment Themes for 2011.
We also discussed a "bonus 11th" theme regarding Japan. You will need an hour to play the podcast but I put a link on the right sidebar so you can easily find it and play at your leisure.
For a quick review please see Mish Interview on Frisby's Bulls & Bears
Mike "Mish" Shedlock
http://globaleconomicanalysis.blogspot.com
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Full story at http://feedproxy.google.com/~r/MishsGlobalEconomicTrendAnalysis/~3/hHfHbOWXFj0/frisbys-bulls-and-bears-2011.html





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