Jeff Saut loves stuff. Chief investment strategist for Raymond James, Saut looks out over the coming years and he sees stuff getting expensive. Oil, land, water, crops ? you name it. If you can touch it, Saut likes it, and he probably has a good idea of how you can make money by investing in it.

The iconoclastic Saut spoke recently with HAI editors about the future of “stuff,” and how investors can benefit from a stuff-driven portfolio.

Full text at Hard Assets Investor