Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and other Real Things
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 13 April 2022
⏱️ 31 minutes
🔗️ Recording | iTunes | RSS
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Summary
Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better.
Topics covered include:
- Previous investment recommendations by Money For the Rest of Us to combat inflation
- Why commodity futures hedge against unexpected inflation but have underperformed inflation over the long-term
- A recommended ETF for investing in commodity futures
- What is causing the jump in food prices and fertilizer
- Why the risk of food shortages is increasing and what are remedies to solve it
- Why agriculture price increases don't always lead to higher food costs at the store
- Why inflation rates could slow in the coming months
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Show Notes
Ukraine War Threatens to Cause a Global Food Crisis by Jack Nicas—The New York Times
Russia’s invasion of Ukraine is causing record-high food prices—The Economist
All That’s Stopping a Full-Blown Food Crisis? Rice by Javier Blas—The Washington Post
Packaged-food firms are running out of room to raise prices—The Economist
Prospective Plantings, March 31, 2022—USDA
Related Episodes
232: Is It Time To Invest In Commodities?
309: Investments to Fight Financial Repression
312: What the Federal Reserve’s New Policies Mean For Your Finances
338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong?
342: Is Another Great Inflation Coming?
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Transcript
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| 0:00.0 | Welcome to Money for the Rest of Us. |
| 0:03.2 | This is a personal financial show on Money, how it works, how to invest it, and how to |
| 0:08.4 | live without worrying about it. |
| 0:10.6 | I'm your host David Stein, today's episode 382. |
| 0:14.6 | It's titled, Is a Fam and Next, Food Inflation, Food Riots, and Commodities. |
| 0:21.8 | We've done a lot of episodes over the past few years on inflation and what to do about |
| 0:28.4 | it. |
| 0:29.4 | What causes it? |
| 0:30.4 | Occasionally, I'd like to go back and look at prior transcripts of older episodes to see |
| 0:35.9 | what I said, to see if I was helpful to you in preparing for what has come. |
| 0:43.6 | Back in August 2020, I released episode 309, Investments to Fight Financial Repression. |
| 0:50.5 | At the time, the U.S. annual inflation rate, as measured by the Consumer Price Index, was |
| 0:56.0 | 1.3%. |
| 0:57.8 | I shared a number of investments I had purchased in the previous six months to prepare for higher |
| 1:05.0 | inflation, investments like I-Series Savings Bonds, dividend-paying stocks, preferred stocks, |
| 1:12.3 | which we then exited for the money for the rest of us model portfolios in early January |
| 1:17.3 | this year before they fell over 10%. |
| 1:21.1 | I purchased the Wisdom Tree CBOE Put Writing Strategy ETF, PUTW. |
| 1:27.1 | This is a strategy that takes advantage of the volatility risk premium, something we |
| 1:32.5 | discussed in depth in episode 309 that you can check out. |
| 1:35.9 | A month later, September 2020, I released episode 312. |
| 1:40.9 | What the Federal Reserve's new policies mean for your finances? |
... |
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