Patrick takes a tour of the commodity markets. He says we're at the early stages of a global energy crisis and a food crisis. Mackra voices: The beginnings of the great natural resource wars may be coming. Listeners, you'll find the down load length for patrick's chart deck in your research round up email.
MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
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