Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436
The Meb Faber Show - Better Investing
What Is It All About?
In the last few months, you've had the funds kind of back off their appetite for commodities. We're struggling as a country to export our exports. People want to go to cosco and walmart first, which in this case is russia,. The black sea and parts of europe. So they look to get cheap wheat from those sources. And if they can't get that, and they need to absolutely secure delivert they tend to then come to the us.
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