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MacroVoices #337 Leigh Goehring: The Global Food & Fertilizer Crisis Is Much Bigger Than Russia/Ukraine

Macro Voices
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MacroVoices Erik Townsend and Patrick Ceresna welcome agricultural commodities expert, Leigh Goehring to the show. Leigh says emerging markets have discovered meat, and that creates exponential demand for grains. They discuss long-term trends in grain demand, the present fertilizer shortage, and much more. https://bit.ly/3AaPGMV

 

Download Leigh's charts: https://bit.ly/3dGIUXy

Goehring & Rozencwajg Market Commentary Q4 2020: https://bit.ly/3AavESm

Goehring & Rozencwajg Market Commentary Q4 2021: https://bit.ly/3pw52X6

 

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