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SECTOR ETFMOODBABULLISHIn depth · 4/5

Zortix matched this thesis to Agriculture ETFs as one way for retail investors to get exposure. Not a recommendation.

Strait of Hormuz blockade cripples fertilizer supply

The guest argued that the blockade of the Strait of Hormuz will severely disrupt global fertilizer supplies, with critical impacts felt within months.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
CONTESTED · 272 MENTIONS · 169 EPISODES · 36 SHOWS
24 JUL 2025 — 16 AUG 2026 · 2D AGO
134 SUPPORT · 58 CHALLENGE · 3 REPEAT · 77 MENTIONED
  1. 24 JUL 2025 · FIRST HEARD
    MACROVOICES
  2. 5 EPISODES BETWEEN · 6 MENTIONS · 109 NOT KEPT
    1. 109 EPISODES NOT SHOWN
    2. 14 APR 2026
      BANKLESS
    3. 14 APR 2026 · CHALLENGES
      ODD LOTS
    4. 15 APR 2026
      ODD LOTS · 2 MENTIONS
    5. 15 APR 2026
      EXCESS RETURNS
    6. 16 APR 2026
      ODD LOTS
  3. 16 APR 2026
    PALISADES GOLD RADIO · 2 MENTIONS
  4. 47 EPISODES BETWEEN · 61 MENTIONS
    1. 16 APR 2026
      MACROVOICES · 2 MENTIONS
    2. 17 APR 2026
      BANKLESS · 2 MENTIONS
    3. 20 APR 2026
      REAL VISION DAILY BRIEFING · 2 MENTIONS
    4. 20 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
    5. 21 APR 2026 · CHALLENGES
      THE JULIA LA ROCHE SHOW
    6. 21 APR 2026
      THE COMPOUND AND FRIENDS
    7. 22 APR 2026
      PALISADES GOLD RADIO · 2 MENTIONS
    8. 23 APR 2026 · CHALLENGES
      PALISADES GOLD RADIO
    9. 23 APR 2026
      MACROVOICES
    10. 24 APR 2026
      PALISADES GOLD RADIO · 2 MENTIONS
    11. 21 JUL 2026
      PROF G MARKETS
    12. 21 JUL 2026
      THOUGHTFUL MONEY
    13. 22 JUL 2026 · 4W AGO
      PALISADES GOLD RADIO
    14. 23 JUL 2026 · 4W AGO · CHALLENGES
      THE OPTIONS INSIDER RADIO NETWORK
    15. 23 JUL 2026 · 4W AGO
      THOUGHTFUL MONEY
    16. 23 JUL 2026 · 4W AGO
      COMMODITY CULTURE
    17. 23 JUL 2026 · 4W AGO · CHALLENGES
      EXCESS RETURNS
    18. 23 JUL 2026 · 4W AGO
      THOUGHTFUL MONEY
    19. 23 JUL 2026 · 4W AGO
      MACROVOICES · 2 MENTIONS
    20. 23 JUL 2026 · 4W AGO · CHALLENGES
      THE DIVIDEND CAFE
    21. 23 JUL 2026 · 4W AGO
      THE POMP PODCAST
    22. 23 JUL 2026 · 4W AGO · CHALLENGES
      WSJ WHAT'S NEWS
    23. 24 JUL 2026 · 4W AGO
      THE OPTIONS INSIDER RADIO NETWORK
    24. 24 JUL 2026 · 4W AGO · CHALLENGES
      WSJ WHAT'S NEWS
    25. 24 JUL 2026 · 4W AGO · CHALLENGES
      BLOOMBERG SURVEILLANCE
    26. 25 JUL 2026 · 3W AGO
      SMARTERMARKETS · 3 MENTIONS
    27. 27 JUL 2026 · 3W AGO · CHALLENGES
      PROF G MARKETS
    28. 27 JUL 2026 · 3W AGO
      THE DIVIDEND CAFE
    29. 29 JUL 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    30. 29 JUL 2026 · 3W AGO · CHALLENGES
      MONETARY MATTERS WITH JACK FARLEY
    31. 30 JUL 2026 · 3W AGO
      PALISADES GOLD RADIO · 2 MENTIONS
    32. 30 JUL 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    33. 30 JUL 2026 · 3W AGO
      BLOOMBERG SURVEILLANCE
    34. 30 JUL 2026 · 3W AGO
      MACROVOICES
    35. 31 JUL 2026 · 3W AGO
      PALISADES GOLD RADIO · 4 MENTIONS
    36. 31 JUL 2026 · 3W AGO
      WSJ WHAT'S NEWS
    37. 3 AUG 2026 · 2W AGO
      REAL VISION DAILY BRIEFING
    38. 4 AUG 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    39. 4 AUG 2026 · 2W AGO · CHALLENGES
      MARKETPLACE
    40. 5 AUG 2026 · 2W AGO
      COMMODITY CULTURE · 2 MENTIONS
    41. 5 AUG 2026 · 2W AGO
      THE DIVIDEND CAFE
    42. 6 AUG 2026 · 2W AGO · CHALLENGES
      THE OPTIONS INSIDER RADIO NETWORK
    43. 6 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    44. 6 AUG 2026 · 2W AGO
      CNBC FAST MONEY
    45. 10 AUG 2026 · 1W AGO
      PALISADES GOLD RADIO
    46. 10 AUG 2026 · 1W AGO
      REAL VISION DAILY BRIEFING
    47. 10 AUG 2026 · 1W AGO
      THE OPTIONS INSIDER RADIO NETWORK
  5. 13 AUG 2026 · 5D AGO
    THE OPTIONS INSIDER RADIO NETWORK
  6. 13 AUG 2026 · 5D AGO · CHALLENGES
    BLOOMBERG SURVEILLANCE
  7. 14 AUG 2026 · 4D AGO · CHALLENGES
    THE OPTIONS INSIDER RADIO NETWORK
  8. 14 AUG 2026 · 4D AGO
    WEALTHION - BE FINANCIALLY RESILIENT · 3 MENTIONS
  9. 14 AUG 2026 · 4D AGO · CHALLENGES
    MARKETPLACE
  10. 16 AUG 2026 · 2D AGO
    THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE