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