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MacroVoices #381 Leigh Goehring: Global Food Crisis Update

Macro Voices

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The Future of Agriculture

For the rest of this decade, we're likely to have a series of agricultural crises. The switch from a unipolar to a multipolar world is definitely going to have a negative impact on global agricultural markets. Russia's invasion of Ukraine has severely disrupted the movement of fertilizers. I think that one should buy a portfolio of various fertilizer producers.

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