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Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward | #419

The Meb Faber Show - Better Investing

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The Biggest Compliment You Can Give an Investor or Company

Agriculture is so integrated with everything else that if you have a failure at any point in the process, you immediately get an agricultural crisis. The chinese stopped phosphate exports late last year, and they were the world's largest exporter. And the europeans have stopped producing nitrogen fertilizer because natural gas prices in europe are now seven times what they are in the united states. So we know already, from what has been planted or not and what has been fertilized or not, that we are going to have a global food shortage that's going to begin in the fourth quarter of this year. We only, for example, have two months roughly, of global wheat storage. Half

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