Topics covered: Uncertainty and Risk, Small Cap Companies & Bank Credit, Short Treasuries/Long Oil, Risk in a Volatile Market, Protecting Against Uncertainty By Hedging, Opportunities in Volatile Markets, Opportunities in Distressed Securities, Natural Resources & National Security, Managed Futures, Managed Accounts, Keeping a Stable Stream of Income, Growing Companies, Fixed Income Returns, Entering new Geographic Markets, Capitalism Cycles, Buy & Hold, Alternative Energy