Zortix matched this thesis to India ETFs as one way for retail investors to get exposure. Not a recommendation.
Super El Nino as a near-term catalyst for food stress
The discussion framed the impending Super El Nino as a catalyst that could expose the tightness in global food supplies, particularly impacting rice production in India.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.