Ep 68 – Agricultural Commodities and the New Middle Class

Ep 68 – Agricultural Commodities and the New Middle Class



Spinning out of the mounting trade and tariff talk over the last few months, Tematica’s mixologists Lenore Hawkins and Chris Versace talk with Teucrium Trading’s Sal Gilbertie on this week’s podcast. Not only is Sal a died in the wool farmer, but he’s also one of the management team behind Teucrium’s agricultural commodity-focused ETFs. That makes the conversation around corn, wheat and soybeans — building block staples for both proteins and a wide array of products that are being increasingly consumed as part of our New Middle Class investing theme — one to listen to. Not only are those core ag commodities currently trading below their cost of production, something that historically doesn’t last very long, but because China’s arable land, which represents 10% of the total arable land in the world, supports over 20% of the world’s population, odds are these ag related tariffs won’t last for a prolonged period. As Sal tells Lenore and Chris, it’s an interesting time for patient investors and this asset class.


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About the Author

Lenore Hawkins & Chris Versace
Lenore Hawkins serves as the Chief Macro Strategist for Tematica Research. With over 20 years of experience in finance, strategic planning, risk management, asset valuation and operations optimization, her focus is primarily on macroeconomic influences and identification of those long-term themes that create investing headwinds or tailwinds. Chris Versace is Tematica's Chief Investment Officer and editor of Tematica Investing newsletter. All of that capitalizes on his near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks.

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