Talk Your Book: High Prices Cure High Prices

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Today’s show is brought to you by Teucrium

We had Sal Gilbertie, CEO of Teucrium on the show to get an update on global commodity markets in 2023.

On today’s show, we discuss:

  • Where the name Teucrium comes from
  • An update on supply and demand dynamics in agricultural markets
  • The golden grain cycle
  • The cost of production and expected returns for commodities
  • Teucriums long short agricultural fund
  • How everyone got the price of oil wrong
  • How commodity ETFs utilize futures, and what that does to returns
  • Supply and demand within the Bitcoin market
  • How the US Dollar fits in the commodity market

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Charts:

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