video transcript

55 of sixty economists polled believe the Fed will begin phasing out its easy money policy this year. As old joke goes economists also predicted nine of the last five recession so. What if they're wrong. What is so many who rushed to sell after fed chief Ben Bernanke raised the prospect of scaling back. Picked the wrong path. Bernanke could continue his bond buying ways if the economy remains less than robust. We just -- partridge how to play it continuation of the Fed stimulus he's the chief investment officer at salient partners. Which manages more than eighteen billion dollars in assets. His three thoughts why. Agriculture. That support helps economies or around the world encouraging people to beef up. As soon as. People that have discretionary income. Start to earn more the number one thing that they do is improve the protein content of their diets. So you know we love the idea that agriculture is natural beneficiary of the secular trend towards emerging markets and I think it's an even more effective way to play -- -- by emerging market equities. He likes the -- GCC. The green haven continuous commodity index funds which invest in everything from corn to copy to live cattle. It's down nearly 10% this year but Lipper ranks -- among the top performers among its peers over the last five years. -- master limited partnerships. Easier publicly traded partnerships that typically get most of their cash flow from pipelines or storage terminal investments. This sport high dividends and tax benefits more quantitative easing at its byproduct low interest rates. We keep their payouts gushing and they're borrowing costs low. A boon for the capital guzzling businesses in up new markets and often -- -- Particularly at that goes back into -- Among lipper's top picks based on consistency of returns. UB SE tracks Larry and an LP infrastructure index. JPMorgan O'Leary and help heat index and Credit Suisse pushing thirty and now he acts. Three sovereign debt. Central banks would continue to print money in this scenario. He particularly likes debt from Germany UK US Australia and Canada. And if you want momentum investing try global managed futures which -- on investments that are trending higher and short those that are trending lower. But don't go gold digging it was a big beneficiary of monetary easing and it's seen as a hedge against inflation. But demand for gold isn't there neither is inflation.