Monetary Matters with Jack Farley Opportunities In Agricultural Commodities | Teucrium's Sal Gilbertie on Grain Stockpiles, Trade Disruptions To Crops, and Ripple (FIRESIDE CHAT)
26 snips
Apr 28, 2025 AI Snips
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Agricultural Grains Defy Tariffs
- Agricultural grains trade based on their own fundamentals largely unaffected by tariffs.
- Grain prices remain steady, even outperforming the S&P 500 during stock market sell-offs.
Tariffs Shift Agricultural Demand
- Tariffs shift grain buying patterns but do not reduce overall global grain usage.
- Prices dip temporarily as China buys from Brazil, then rebound once stockpiles deplete.
Buy Corn at Break-Even
- Buy corn near its break-even price of around $4 per bushel as a strategic investment.
- A small allocation offers diversification and potential for significant returns during droughts.