I sat down with Adrian Day of Adrian Day Asset Management during the recent New Orleans Investment Conference to talk about our markets. Why give air time to someone who could be seen as a competitor? Because he's very smart, very aware of market forces, and very good at making money on resource stocks. I also think he's honest. This is why he's on my board of advisors. Apart from that, we have no business affiliation; I don't get paid to say nice things about him. He's just the real deal, so I always have time for his thoughts—and now I'm sharing some with you. We cover the macro setting for resource investment today and go over the specific commodities that interest us. I always find value in my conversations with Adrian, and I hope you find some in this one.