Speaker recommends going out to at least the December wheat contract or longer because that is approximately when the fertilizer and supply problems will start to show up in yields.
normativepending
Speaker
Unidentified Speaker — Why the Food and Energy shock will outlast the War — and ho… [x3eUAWjvXl0]Evidence Quote
“I would probably go out to at least the December contract, if not longer, uh because I think that's about when the problems are going to start to to show up.”
Source
Why the Food and Energy shock will outlast the War — and how You can position for it— Brent Johnson Milkshakes Pod | Investing • FinanceCreated: 8/12/2026, 10:20:37 PM
My Notes
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