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Barron's Streetwise

The Scoop on Fertilizer Stocks. Plus, Apple’s Big Watch.

Barron's Streetwise

Barron's

Business

4.71.6K Ratings

🗓️ 9 September 2022

⏱️ 26 minutes

🧾️ Download transcript

Summary

The U.S. is cashing in on urea. How long will it last? Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome aboard this Air France podcast message. Air France and its crew invite you to discover

0:09.4

its business class cabin, where you can enjoy a full flatbed. For even more comfort, an

0:16.0

ultra soft duvet and pillow are at your disposal. Air France wishes you a pleasant podcast.

0:23.4

Air France book your business class tickets now at france.co.uk.

0:30.4

So the farmers still in good shape. They're still making money and that's ultimately going to drive continued planting.

0:36.4

And if you want to have high yields, you want to boost the amount of income you can make.

0:41.4

Fertilizers are an area where you're not going to skimp significantly.

0:45.4

Hello and welcome to the Baron Streetwise podcast. I'm Jack Howe.

0:50.4

And the voice you just heard is Josh was specter. He's an analyst at UBS covering chemicals and he's talking here about fertilizer.

0:59.4

The war in Ukraine has upended fertilizer production in Europe, sending profits for US rivals to record levels.

1:06.4

In a moment, we'll answer all your fertilizer questions, assuming you have questions and that they relate mostly to investing.

1:14.4

We'll also say a few words about Apple's chunky new extreme sports watch and the latest phones on what the new product lineup means for profits.

1:32.4

Listening in is our audio producer Jackson. Hi Jackson. Hi Jack. Did you see the new ultra watch that Apple introduced this past week?

1:43.4

And should I order one and why is the answer yes? I think you should get it because that's definitely the next step to becoming an elite athlete.

1:53.4

I'm almost there. My watch broke and I need a watch and I'm going to be 50 in a few days.

1:59.4

So it's time for a midlife crisis and I'm not getting a pricey convertible or anything like that.

2:04.4

So I think the watch might be it. All I have to decide the only decision you have to make is which band and there are three. Which one do you like for me?

2:11.4

The ocean band, like these look, it looks like an accordion. It says the tubular design allows it to flex and stretch even over a wetsuit.

2:21.4

I think what they really read is fat wrist, but let's call it a wetsuit.

2:26.4

How many people do you think are in a wetsuit using these zero? I think it rounds to zero. I think there are no elite athletes buying these watches.

2:36.4

These pictures, they're so over the top. Like this guy looks like he's on Mount Everest, the trail loop.

2:42.4

A guy's running down a sand dune in the ocean band. You got scuba divers.

...

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