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Which podcasts are discussing WEAT?
5 ATTRIBUTED IDEAS · 5 EPISODES · 3 SHOWS
The shows
MacroVoices
Monetary Matters with Jack Farley
Masters in Business
Where the discussion went deepest
22 JUL3W AGOMASTERS IN BUSINESS · 16:56
Strategic allocation to wheat ETF on low prices
“The case was argued that allocating to a wheat ETF (WEAT) when prices are low offers asymmetric upside, acting as a portfolio hedge against weather-driven droughts and geopolitical supply shocks.”
At The Money: Hungry? Should You Invest in Wheat?
Core thesis · 5/5Verify in source →
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 →
19 MAR19 MARMACROVOICES · 25:00
Long wheat as a food inflation hedge
“The trade of the week presented was to go long Chicago SRW wheat as a hedge against building food inflation, driven by tightening export flows, net short positioning, and the transmission of fertilizer costs and supply chain disruptions.”
MacroVoices #524 Simon White: War + Inflation = More Inflation
Core thesis · 5/5Verify in source →
13 AUGTODAYMACROVOICES · 22:00
Wheat shorts face Black Sea supply risk
“The case made was that a build-up of speculative short positions in wheat is occurring just as geopolitical risks to Russian exports are rising, creating a potential short squeeze setup.”
MacroVoices #545 Michael Howell: Warsh vs. The Markets
In depth · 4/5Verify in source →
20 JUL3W AGOMONETARY 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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