Many of you have read Jeremy Grantham's 2Q 2009 letter. Like you, I thoroughly enjoyed reading Grantham's thoughts on the markets. At the very end of his letter, however, he provided his reading and listening list. And, one of the items is as follows: Bartlett, Albert A. The Most Important Video You’ll Ever See, Arithmetic, Population, and Energy. 2009. The Most Important Video You’ll Ever See is a series of eight videos, each lasting nearly ten minutes.
I highly recommend setting aside some time and watching all eight videos. I watched four videos one day and four the next. After you finished watching all eight videos concerning the world's population growth as well as demand for various commodities, including fossil fuels, you'll have a stronger appreciation about their implications. This stronger appreciation will cause you to think differently about your investments. Thus, I encourage you to watch Professor Bartlett's informative videos:
- The Most IMPORTANT Video You'll Ever See (part 1 of 8) (embedded above);
- The Most IMPORTANT Video You'll Ever See (part 2 of 8);
- The Most IMPORTANT Video You'll Ever See (part 3 of 8);
- The Most IMPORTANT Video You'll Ever See (part 4 of 8);
- The Most IMPORTANT Video You'll Ever See (part 5 of 8);
- The Most IMPORTANT Video You'll Ever See (part 6 of 8);
- The Most IMPORTANT Video You'll Ever See (part 7 of 8); and,
- The Most IMPORTANT Video You'll Ever See (part 8 of 8).
After you have watched all eight videos, have your views changed when you hear various pundits talk about North America's endless supply of natural gas? And does it give you pause when you think about dwindling oil supplies, such as Mexico's Cantarell oil field? Again, I encourage you to watch the videos.
And if you found this series of videos helpful, please tell your friends and colleagues by sending them a link to this article.



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