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Animal Spirits Podcast

Talk Your Book: The State of Commodities

Animal Spirits Podcast

The Compound

Investing, Business News, Business, News

4.72.1K Ratings

🗓️ 11 July 2022

⏱️ 29 minutes

🧾️ Download transcript

Summary

On today's Talk Your Book, we spoke with Sal Gilbertie from Teucrium about the state of agricultural commodities. Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.    Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today's Animal Spirits talk your book is brought to you by Tukrium.

0:03.1

Go to Tukrium.com to learn more about their agricultural commodity ETFs, corn, wheat,

0:07.3

soybeans, sugar, and then an equal-weighted version of all of those in a new fund, Tukrium.com

0:13.3

for more.

0:14.8

Welcome to Animal Spirits, a show about markets, life, and investing.

0:19.4

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing,

0:24.2

and watching.

0:25.7

Michael Batnik and Ben Carlson work for RIT Holt's Wealth Management.

0:29.2

All opinions expressed by Michael and Ben or any podcast guests are solely their own

0:33.0

opinions and do not reflect the opinion of RIT Holt's Wealth Management.

0:36.6

This podcast is for informational purposes only and should not be relied upon for investment

0:40.7

decisions.

0:41.7

Clients of RIT Holt's Wealth Management may maintain positions in the securities discussed

0:45.1

in this podcast.

0:46.1

Welcome to Animal Spirits, talk your book with Michael and Ben.

0:49.7

Michael, about a week after the war in Ukraine started, we wanted to know what was going

0:55.0

on in the commodities markets.

0:56.0

We had sale, guberty, come on, who'd been on the show before, to tell us what was going

0:59.4

on with things like wheat and corn and all these really important inputs into the food

1:04.7

supply chain and basically everything he predicted to happen did happen.

1:10.0

So we wanted to follow up with Sal and see what's going on now.

1:13.1

I got to say, this is the kind of stuff I never really put much thought into before.

...

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