MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

1

Introduction

00:00 • 2min

2

What's Your Take on the Dollar Mover?

02:19 • 3min

3

Are We Just Pausing in the Beginning of the Gold Market?

05:09 • 1min

4

Investing in Green Energy in Europe

06:38 • 5min

5

Global Grain Demand - What Changed Around Two Thousand?

11:45 • 3min

6

Increasing Animal Protein Consumption in Emerging Market Countries

14:31 • 2min

7

What's the Story?

16:34 • 5min

8

What's the Story of Global Crop Growing Conditions?

21:56 • 3min

9

The Sunspot Cycle Is Going to Be a Down Cycle

24:38 • 3min

10

The Importance of a Fertilizer in Global Grain Production

27:52 • 5min

11

Canadian Farmers Are Swimming in Fertilizer?

32:56 • 2min

12

The Importance of Fertilizer Application

34:40 • 5min

13

Food Nationalism

39:43 • 6min

14

Investing in the Real Commodities?

45:19 • 2min

15

The Fertilizer Bull Market Is Not Over Yet, Is It?

46:56 • 5min

16

What Do You Think About Crudoil?

51:58 • 3min

17

How Long Was This Bear Market Rally?

55:14 • 2min

18

The Us Dollar Is Trying to Break Out, Is It Going to Be Parody?

57:17 • 4min

19

Is There Any Evidence That There Will Be a Bottom?

01:01:24 • 2min

20

Copper

01:03:34 • 2min

21

The Grains Are Going to Be a Bullish in the Decade to Come

01:05:37 • 2min

22

Macro Voices - Research Round Up

01:08:03 • 3min