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TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
Are We Really Facing Down a Global Food Shortage?
There is likely, or potentially, a food shortage. The reason why there's potential food shortages is just the spike in fertilizer prices. Prices for rice have actually fallen 20 %. And so i don't spend a lot of time worrying about famine. When you think about commodities, i just saw a report by bein bvet when they interviewed well over 200 managers. So these managers collectively manage about 800 billion dollars. What they found was that the trade that people are most long is commodities. A true contrarion is going short commodities right now.
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