John Thomas, The Mad Hedge Fund Trader, interviewed George Friedman of STRATFOR earlier this month. Whilst Thomas' site's name and his interview intro's are a little schmaltzy, he has a fairly impressive background.
The interview touches on Russia, Iran/ the Middle East, oil, Poland, Turkey, China and Japan among other things. All in a geo-political/ investment context. Friedman gives some pretty contrarian views in the second half of the interview - for example, he's long Japan. Seriously.
It's 40 mins long and a must listen. Interview here.
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