World markets may be riddled with uncertainty, but billionaire investor Jim Rogers anticipates gains in one sector for years to come.

“If I were buying anything I’d be buying agricultural commodities,” he says. “Going forward we’re going to have huge shortages of everything – including farmers – I think ag will be a great place for the next 10-20 years,” he says.

But don’t take that to mean that ag stocks are a buy – that’s not what he means.

“Yale did a study recently showing that investors made 300% more by putting money in commodities themselves rather than commodity stocks – that is unless you’re a great stock picker.”

In other words, he’d play his thesis with commodities futures  or ETFs that track them.