Dr. Marc Faber and I had a 65-minute discussion with Richard Bonugli and the Financial Repression Authority. It was about eight months ago since we last discussed the global macro world and while it does not have the pizzaz of CNBC, those who listen to the discourse in 2020 would’ve been rewarded as many of the issues we discussed proved to be highly profitable investments. The themes remain similar although the rapid rise in mining and ag stocks have me leaning on the cautious side even as ADM, BG, FCX, Glencore and certainly KSU power forward to new highs.