Thanks for posting this, Ivan. I really liked the link to the interview with Ray Dalio, the mega-hedge fund manager. This guy has a real grasp on what's going on - especially the leveraging/deleveraging process in the economy.

http://www.cnbc.com/id/15840232?video=3000008442&play=1

For some reason, my computer crashed twice while I was watching this. If anyone has a similar experience, let me know - I'd like to know whether this was a glitch with the video, or there's something wrong with my 'puter.