Gold, Silver and... (W)hole Milk?

This week Kyle, Dan, and Bear work through a series of market conversations that connect policy changes, commodities, and corporate risk.

The discussion starts with recent "changes" to the food pyramid and what those shifts could mean for nutrition guidelines, consumer behavior, and the cattle industry. From there, the conversation moves into commodities more broadly, including silver and gold pushing to all-time highs and what that signals about inflation, currency confidence, and risk appetite.

The group also breaks down the latest developments in Bayer’s Supreme Court case, talking through the legal stakes, precedent, and how a favorable or unfavorable ruling could impact the company.

Chapters & Timestamps:

00:00 – Intro and opening discussion

03:50 – Changes to the food pyramid

09:20 – Implications for cattle and agriculture

15:10 – Silver and gold at all time highs

21:40 – What commodity strength is signaling

27:30 – Bayer Supreme Court case overview

34:15 – Likelihood and impact of a favorable ruling

41:20 – Broader market takeaways

47:30 – Closing thoughts

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