http://www.kingworldnews.com/kingworldnews/Broadcast/Entries/2011/3/11_Jim_Sinclair_files/Jim%20Sinclair%203%3A11%3A2011.mp3

"A systemic problem without a solution." QE2 then QE3 and then QE4... Jim feels that derivitives will destroy the economy and gold will continue to rise accordingly. He knows that his $1650 gold price prediction will be far too low.

About half way through he talks about gold shares. The two things critical are ounces and production. What is important is the size of the reserve and the amount of cash flow these miners can be created. It's a fundemental analysis that will give you the best entity to invest in. I think San Gold fits his definition of a good investment.