Long agricultural commodities, short Europe & Australia
The guest argued for a relative-value trade: long corn, wheat, and soybeans against short European (DAX) and Australian equities, based on energy and fertilizer price shocks disproportionately impacting those economies.
Keep reading this one
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.