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 )
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