MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV
Download Leigh's charts: https://bit.ly/3dGIUXy
Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm
Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6
Download Big Picture Trading chartbook 📈📉https://bit.ly/3dtOHPZ
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Hot Topic #6: COVID-19 Pandemic Update
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All-Stars #94 Jeff Snider: The slowdown started before the Coronavirus hit the tape!
Hot Topic #5: COVID Super-Spreader Stealth Pandemic?
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All-Stars #90 Juliette Declercq: Still bullish, but slightly less so than Q4
MacroVoices Hot Topic #4: Wuhan Coronavirus (2019-nCov) Market Impact Analysis v2
MacroVoices #203 Russell Napier: The coming credit crisis will be outside the U.S.
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MacroVoices #202 Grant Williams: Civil unrest around the world. Failing Unicorns. All paths lead to gold.
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MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications
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