I appeared on the Financial Sense program today and discussed my article on investment themes for the next decade, the error in U.S.-centric views on commodities, the reasons for volatile oil prices, why socialist countries are so far ahead of the U.S. in their energy planning, and why local communities are wise to take control of their own futures in energy, water, and food–what Matt Simmons calls “BIMBYism,” or Build In My Backyard.

You can download the show (1 hour) here: RealPlayer | WinAmp | Windows Media | MP3

My segment begins at 43:53.

For Energy and Capital last week, I offered a travelogue of my Christmas drive through the American Southwest, and mused on how it will manage the transition to a renewably powered, localized future.
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For Green Chip Stocks last week, I continued my two-part series on investment themes for the next decade, including my predictions for oil, natural gas, coal, renewables, uranium, efficiency, water, and agriculture.
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For Energy and Capital last week, I offered some big-picture energy investment themes for the next decade. Part 1 of a two-part series.
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For last week’s Green Chip Stocks, I critiqued the 2010 Annual Energy Outlook from the EIA, and wondered what it would look like if it were written by an honest person.
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For last week’s Energy and Capital, I critiqued an America in thrall to its illusions, unable to respond meaningfully to the challenges of peak oil, climate change, and population, and cautioned investors to be self-reliant in facing the challenges ahead.
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For last week’s Green Chip Stocks, I contrasted Dubai World and Masdar City as icons of the past and future.
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For this week’s Energy and Capital , I look at the moves the big money is making into hard assets, and predict tough times ahead for the dollar and U.S. equities.
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Here are my notes from the 2009 ASPO-USA Peak Oil Conference, October 11-13, 2009 in Denver, Colorado. Length: 71 pages.

View the Web version below the fold, or download the PDF.

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For Green Chip Stocks last week, I offered some insights from the peak oil study that should inform climate policy.
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