
Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433
The Meb Faber Show - Better Investing
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The Future of Europe's Energy Markets
Grahmor: We saw fires in russia in their wheat fields in 20 11 terms that. they actually are trying, because it's dry in the ukrane right now, shelling, they've gone and done patterns across wheat fields. And so we're cutting our crop estimates of their domestic food supply. Production is going to take a hitand that's an exogenously driven issue. But as far as ge political events going on, how do you think these resolves play out? Grahmor: What what is the just kind of looking out the rest of the year, next six months, 20 22, or even in the beginning of 23, what's got?"
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