Strawman
This is hands down one of the best finance presentations I've seen in a long while.
Pure gold, from start to finish.
So many quotable lines, but "never trust a forecast with a decimal point" is worth a mention.
Also, towards the end of this talk (recorded in March this year) he pretty much called the capital flight to Japan which is what triggered the dump this week as the carry trade unwound.
Russel Napier (who kind of reminds me of a Scottish Ross Gittens) delivers a cracking talk here:
Strawman
I watched "Princes of the yen" recently. A documentary on the Japanese experience post WW2 and how their central bank played a role in shaping the economy and ultimately inflating their property bubble.
It's based on the book of the same name by Richard Werner (an economist who's ideas I'm quite fond of, even if they are somewhat outside of the mainstream).
His whole schtick is that credit creation is the major driver of economic activity, and when that's directed away from productive investment and into assets or consumer spending you get all kinds of nasty consequences (asset bubbles and inflation, mainly)
For anyone that follows Russel Napier, a Scottish economist who I also really like, this might be up your alley.
Anyway, if you need a movie to watch this weekend, I'm sure this will make you think.
Link here
If you want to nerd out on some of his work, there are some good essays here