Lengthy and informative interview:
Commodities, Commodities, Commodities ie Agriculture, Mining,
Gold, Silver might even be better
http://www.bloomberg.com/avp/avp.htm?N=av&T=Rogers%20Says%20Farmers%20Will%20Drive%20Lamborghinis%2C%20Not%20Brokers&clipSRC=mms://media2.bloomberg.com/cache/vIkN8p6h6t28.asf