The following video is part of our nationally syndicated Motley Fool Money radio show. This week's guest is investment banker and author James Rickards. In this audio segment he explains why he believes innovative leaders like Google and Cisco Systems won't be the ones to spur economic growth in the United States.

Investors have done well investing in companies that succeed in emerging markets like China. The Motley Fool's latest new report, "The Motley Fool's Top Stock for 2012," highlights a company that's revolutionizing commerce in Latin America. You can get instant access to the name of this company by clicking here -- it's free.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.