Fantastic interview. It is about 45 minutes long however, once you get started you'll find it very hard to stop. While he does not give investment advice on specific companies, his criteria for investing in great assets with excellent management fits well for buying solid Commodities quite well.

He mentions with Future on-coming "Inflation" and if only in Paper Money and not hard assets, down the road....

"You'll be destroyed!"

http://www.youtube.com/watch?v=9o30gNfPq_k&feature=player_embedded