Tighter credit for farmers could worsen a global food crisis as smaller crop sizes cause prices to soar. Many farmers have traditionally bought pre-season supplies such as seeds and fertilizer on credit and then paid off the debt with the proceeds from the year’s harvest. But with a growing number of farmers unable to obtain the credit they need, crop yields will suffer.

Adam Lass says the US economy looks “dreadful” in the short term. And it faces long-term monetary ruin. But somewhere in between, he expects a new bubble to form. One that will make some investors huge profits. To survive until then, Adam says you must use put options on “deadbeats” like Kohls (NYSE:KSS) to hedge long positions on proven “survivors” like Macy’s (NYSE:M).