This week's feature interview guest is agricultural commodities expert lee garing. Lee has some terrific down loads for you, including a slide deck which pulls the most interesting slides out of those research reports that we're going to be referring to during this interview. And now with this week's special guest, here's hedge fund manager eric townsend. Eric: I'm really excited to get your perspective on the global agriculture and fertilizer crisis. So many people are talking about, but frankly, most of them think that this is a ukraine russia specific event. But i know your perspective is this is a much bigger picture that investors need to understand. Please tell us that big picture.
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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