Cotton the Canary, Why it’s a leading indicator, and how it’s traded with Ron Lawson

Are the Fed’s hikes starting to dampen inflation? Oil, grains, and metals have all fallen from their highs. But the rarely spoken of Cotton market was one of the first to crack…falling from 1.58/lb to 0.95/lb in just a few short days. We're digging into this sharp drop and just why and how Cotton is involved in seemingly everything with RCM's very own cotton king, LOGIC Advisors Ron Lawson.

In this episode, Ron is giving us the low down on how and why he believes it’s not Dr. Copper which acts as the global economic barometer, but how Cotton is the real Canary and leading indicator on global demand. In between those talks, we’re covering all things Cotton including crop insurance, irrigated vs dry land, the scam that was Pima and Egyptian Cotton, the process of cotton – which countries have it, which want it, ginning it, spinning it, dyeing it, global commodity merchant co’s pushing it around, and even micro-plastics, climate change, and how Cotton always flows to the cheapest labor source. Finally, we're walking in some high Cotton putting Ron in the hot seat. Will we ever get the growth back? Tune in to get these critical hot takes — SEND IT!

Chapters:

00:00-02:00 = Intro

02:01-07:10 = Welcome to Ernie's Tin Bar

07:11-26:16 = Cotton market Selloff, the lack of demand, and Crop Insurance Payouts

26:17-42:20 = Who has the cotton? Where is it going? The Touch, the Feel, the Process of Cotton

42:21-55:34 = Merchants, Ginners, and Spinners: The players in the cotton game

55:35-01:11:45 = Pima & Egyptian Cotton, Technologies & Standards

01:11:46-01:16:38 = UC Davis - Is all Wine starting to taste the same?

01:16:39-01:24:32 = Hottest Take: We'll get the Growth Back

Check out and sign up for LOGIC newsletters here and for more information visit their website at logicadvisors.com

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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer