Talk Your Book: Supply and Demand Always Wins

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 3 June 2024

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show Ben Carlson and Michael Batnick are joined by Sal Gilbertie, CEO of Teucrium to discuss the cost of production and commodities, how inflation affects the cost of production, how investors are utilizing Teucrium products, what's going on in cocoa, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's Animal Spirits is brought to you by Tukreum.
0:02.8	Go to Tukreum.
0:04.5	To learn more about their suite of agricultural ETS.
0:07.8	That's Tukreum.com.
0:08.8	Welcome to Animal Spirits, a show about markets, life and investing.
0:15.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:20.0	All opinions expressed by Michael and Ben are solely their own opinion and do not
0:24.4	reflect the opinion of Riddhaltz wealth management. This podcast is for
0:28.0	informational purposes only and should not be relied upon for any
0:31.0	investment decisions.
0:32.7	Clients of Riddholz wealth management
0:34.2	may maintain positions in the securities
0:36.1	discussed in this podcast.
0:37.7	On today's show, we're joined by Salcoberty. Sal is the CEO president and
0:44.9	founder of Tukrium who's been on the show a bunch over the years. If you were
0:51.0	just looking at the agricultural commodities that we're going to talk about today,
0:55.0	you would say that, I don't know what you would say, I'm making this up, but you would say that inflation is behind us, if nothing else.
1:01.0	Yeah, these things are not, they did scream higher, a lot of them did, but now, and I think
1:04.8	Sal has been really helpful for us in helping understand these markets and how cyclical they are
1:11.4	and kind of how they work and the biggest thing he taught us, I remember right when the war started is like the
1:17.8	yesterday supply crunch, but farmers around the globe are going to rush to fill that void and that's exactly what happened.
1:25.8	But just the understanding that these markets are cyclical and supply and demand still drives
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