FROM RUSSIA WITH CAVEATS

Is it me or is there a growing supply of video feed available gratis on the strategic and tactical investment topics du jour? In any case, the Russia Forum 2010 from last week offers some intriguing commentary by Marc Faber, Nassim Taleb and others (hat tip to Mebane Faber). Faber’s set-up question: How would you invest $100 million today for the next 12 months?