I strongly recommend the following interview with Jim Rogers on Fox Business, where he speaks about the recession. You don't need to be into economics to understand any of this – he presents his views very clearly, and I believe them to be the right ones.

http://www.youtube.com/watch?v=S1LbY...x=0&playnext=1

http://www.youtube.com/watch?v=6hn-c...eature=related