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Which podcasts are discussing SOYB?
3 ATTRIBUTED IDEAS · 3 EPISODES · 1 SHOW
The shows
Monetary Matters with Jack Farley
Where the discussion went deepest
15 MAY15 MAYMONETARY MATTERS WITH JACK FARLEY · 05:00
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.”
“You Don’t Sell Blow-offs” · with Teucrium Investment Advisors
Core thesis · 5/5Verify in source →
22 JUL4W AGOMONETARY MATTERS WITH JACK FARLEY · 20:37
Soybean demand driven by trade and biofuel
“The sponsor segment presents a thematic bullish case for soybean futures based on long-term Chinese purchasing commitments and expanded EPA domestic biofuel mandates.”
Interest Rates to 10%: Why the Treasury Market is the Real Speculative Bubble (Not AI)
Notable comment · 2/5Verify in source →
20 JUL20 JULMONETARY MATTERS WITH JACK FARLEY · 23:32
Fertilizer supply disruptions support corn prices
“The bull case presented: geopolitical bottlenecks in nitrogen fertilizer transit could constrain corn yields and planted acreage, providing upside price pressure on corn commodities.”
Nick Nemeth: Private Credit Will Blow-up Insurance System · with Jack Farley
Notable comment · 2/5Verify in source →
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