4.6 • 658 Ratings
🗓️ 4 November 2022
⏱️ 60 minutes
🧾️ Download transcript
This week we interview all-star portfolio manager Leigh Goehring about the agriculture sector. We discuss the emerging global trends in the agriculture sector and why you need to have this in your portfolio. Investing in agriculture and food has been out of favor for a while, but will have its day in the sun soon enough.
There are so many great points in this episode, that everything you need to know about investing in agriculture and food is right here. Don't miss this amazing episode.
Today's Panelists:
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0:00.0 | Welcome to the Money Tree Investing Podcast. |
0:04.8 | Stock market, wealth, personal finance, value stocks, invest in your life. |
0:10.6 | Hello, Smart Money Tree podcast listeners. |
0:12.7 | Welcome to The Sweet Show. |
0:13.9 | My name's Kurt Chisholm and I will be your host. |
0:16.8 | So today we're talking with Lee Garing. |
0:18.7 | Hey, Lee, how's it going? |
0:20.1 | Very good, Kurt. |
0:21.0 | Thank you for having me today. |
0:22.4 | I'm glad to get you on the show. |
0:23.7 | I know I've been trying to get you on for quite some time. |
0:26.4 | I know you're a busy guy, so I appreciate you carving out some time for us. |
0:29.8 | But I wanted the listeners to really understand what was going on because for whatever reason, don't hear about food or agriculture in the news as much as we probably should. |
0:38.3 | So, Lee, why don't you tell us a little bit about your background before we begin? |
0:41.6 | You know, I'm half of the firm, Gary and Rosenzweig Associates, that's a firm that's dedicated to researching and investing in global commodity markets, which obviously includes agriculture as well. |
0:55.3 | I've been doing this exclusively well over 30 years. Between 1991 and 2005, I ran the Prudential Genison |
1:01.3 | group of natural resource funds. Then I ran the Chilton Global Natural Resource Fund from 2005 to |
1:07.1 | 2015. And in 2015, my partner, Adam Rosenzweig, and I started up this firm. What we are |
1:15.6 | is we're value investors and love to get involved in commodity markets, at the end of commodity |
1:21.0 | bear markets, where no one wants to invest. We do a lot of research, try to buy securities, |
1:26.6 | often at depressed prices prices where no one else |
1:28.8 | would like to do that. |
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