Animal Spirits Podcast Talk Your Book: Teucrium's Sal Gilbertie on Commodities & Crypto
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Dec 29, 2025 
Sal Gilbertie, the Founder and CEO of Teucrium, shares his extensive knowledge on commodities and crypto. He discusses the factors leading to falling oil prices and the importance of predictable commodity pricing for producers. Sal explains why U.S. farmers often require bailouts and how traders react to crop demand shocks. He also presents his bullish view on Bitcoin and gives insights into Tucrium's foray into crypto. Additionally, he highlights which cryptocurrencies could hold long-term potential, favoring those with practical use cases.
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Plenty Of Oil, Less Panic
- Oil prices are low because global supply is ample while demand growth is slowing.
- Diversified production (U.S., OPEC, Russia) prevents panic-driven price spikes.
Buy Near Producers' Breakeven
- Invest in commodities when prices are near producers' breakeven to improve odds.
- Banks and producers plan around stable prices, so stability aids long-term project financing.
No Free Lunch In Grains
- Agricultural commodities generally lack a positive long-term expected return like stocks.
- Commodities require active timing and strategic entry rather than buy-and-hold.