Log in

goodpods headphones icon

To access all our features

Open the Goodpods app
Close icon
Money For the Rest of Us - Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and other Real Things

Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and other Real Things

04/13/22 • 26 min

Money For the Rest of Us

Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better.

Topics covered include:

  • Previous investment recommendations by Money For the Rest of Us to combat inflation
  • Why commodity futures hedge against unexpected inflation but have underperformed inflation over the long-term
  • A recommended ETF for investing in commodity futures
  • What is causing the jump in food prices and fertilizer
  • Why the risk of food shortages is increasing and what are remedies to solve it
  • Why agriculture price increases don't always lead to higher food costs at the store
  • Why inflation rates could slow in the coming months

For more information on this episode click here.

Episode Sponsors

Composer automated trading platform

Policygenius

Show Notes

Ukraine War Threatens to Cause a Global Food Crisis by Jack Nicas—The New York Times

Russia’s invasion of Ukraine is causing record-high food prices—The Economist

As sanctions bite Russia, fertilizer shortage imperils world food supply by Tom Polansek and Ana Mano—Reuters

All That’s Stopping a Full-Blown Food Crisis? Rice by Javier Blas—The Washington Post

Packaged-food firms are running out of room to raise prices—The Economist

Prospective Plantings, March 31, 2022—USDA

Related Episodes

232: Is It Time To Invest In Commodities?

309: Investments to Fight Financial Repression

312: What the Federal Reserve’s New Policies Mean For Your Finances

336: Own What Is Real

338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong?

342: Is Another Great Inflation Coming?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

plus icon
bookmark

Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better.

Topics covered include:

  • Previous investment recommendations by Money For the Rest of Us to combat inflation
  • Why commodity futures hedge against unexpected inflation but have underperformed inflation over the long-term
  • A recommended ETF for investing in commodity futures
  • What is causing the jump in food prices and fertilizer
  • Why the risk of food shortages is increasing and what are remedies to solve it
  • Why agriculture price increases don't always lead to higher food costs at the store
  • Why inflation rates could slow in the coming months

For more information on this episode click here.

Episode Sponsors

Composer automated trading platform

Policygenius

Show Notes

Ukraine War Threatens to Cause a Global Food Crisis by Jack Nicas—The New York Times

Russia’s invasion of Ukraine is causing record-high food prices—The Economist

As sanctions bite Russia, fertilizer shortage imperils world food supply by Tom Polansek and Ana Mano—Reuters

All That’s Stopping a Full-Blown Food Crisis? Rice by Javier Blas—The Washington Post

Packaged-food firms are running out of room to raise prices—The Economist

Prospective Plantings, March 31, 2022—USDA

Related Episodes

232: Is It Time To Invest In Commodities?

309: Investments to Fight Financial Repression

312: What the Federal Reserve’s New Policies Mean For Your Finances

336: Own What Is Real

338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong?

342: Is Another Great Inflation Coming?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Previous Episode

undefined - Investing in Business Development Companies (BDCs) and other Niche Assets That Trade on Stock Exchanges

Investing in Business Development Companies (BDCs) and other Niche Assets That Trade on Stock Exchanges

We review the ten asset categories that trade on major stock exchanges, many of which are smaller niches in which individual investors have an edge over institutional investors.

How to invest in business development companies, a small segment of the markets that has returned 9% annualized with dividend yields of 8%.

Topics covered include:

  • How securities trading has changed and why are there so many trading platforms
  • Why do institutions still pay trading commissions
  • When did stock exchanges start and which are the largest
  • What are direct and indirect investment vehicles
  • What are the ten asset types that trade on stock exchanges
  • How to invest in business development companies (BDCs)

For more information on this episode click here.

Sponsors

Wealthfront - get your first $5,000 managed for free for life

LinkedIn - post your first job for free

Show Notes

New York Stock Exchange (NYSE)—Corporate Finance Institute

Off-Exchange Trading To Continue To Grow In US by Shanny Basar—Traders Magazine

How We Analyzed Wall Street Block Trades by Liz Hoffman, Corrie Driebusch, and Tom McGinty—The Wall Street Journal

U.S. Institutional Equity Trading Commissions Jump 25% to $8.9BN in 2021, According to Bloomberg Intelligence—Bloomberg

Largest stock exchange operators worldwide as of December 2021, by market capitalization of listed companies—Statista

Total Market Value of U.S. Stock Market—Siblis Research

ETFGI reports the ETFs industry in the United States ended 2021 with record high assets of US$7.21 trillion and record net inflows of US $919.78 billion—ETFGI

REIT Industry Financial Snapshot—Nareit

Mortgage REITs—Nareit

Closed-End Fund Assets and Net Issuance—Investment Company Institute

Investor Bulletin: American Depositary Receipts—U.S. Securities and Exchange Commission

What is an ADR?—Stock Market MBA

Direct Lenders in the U.S. Middle Market by Tetiana Davydiuk, Tatyana Marchuk, and Samuel Rosen

Business Development Companies (BDCs)—Levin Law

Related Episodes

318: What Are SPACs and Should You Invest in Them?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Next Episode

undefined - How To Be A Successful Contrarian Investor

How To Be A Successful Contrarian Investor

How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned.

Topics covered include:

  • Five attributes of successful investors
  • Why does the consensus expect stagflation
  • How central banks have performed in previous tightening cycles
  • Three reasons central banks tightening results in a recession
  • When have interest rates peaked in prior tightening cycles
  • How stocks tend to do well when investors get extremely pessimistic
  • What are examples of contrarian investments in the current market environment
  • How contrarian opportunities involve both value and momentum
  • What are some additional examples of being contrarian outside of the investment arena

For more information on this episode click here.

Sponsors

OurCrowd - Invest in pre-vetted startups

FarmTogether - Invest in farmland

Show Notes

Weekly Market Pulse: Time To Get Contrarian? by Joseph Y. Calhoun III—Alhambra Investment

BofA Says Fund Managers Most Gloomy on Record on Recession Woes by Nikos Chrysoloras—Bloomberg

Hot Economy, Rising Inflation: The Fed Has Never Successfully Fixed a Problem Like This by Jon Hilsenrath and Nick Timiraos—The Wall Street Journal

Tightening risks recession but inaction would be worse by Neil Shearing—Capital Economics

Seeing What's Next: Using the Theories of Innovation to Predict Industry Change by Clayton M. Christensen, Scott D. Anthony, and Erik A. Roth

Related Episodes

261: Is Value Investing Dead?

266: Using Momentum Investing and Trend Following

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Episode Comments

Generate a badge

Get a badge for your website that links back to this episode

Select type & size
Open dropdown icon
share badge image

<a href="https://goodpods.com/podcasts/money-for-the-rest-of-us-82316/is-a-famine-next-food-inflation-food-riots-and-investing-in-commoditie-20408991"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to is a famine next? food inflation, food riots, and investing in commodities and other real things on goodpods" style="width: 225px" /> </a>

Copy