WHEAT
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by All-In Podcast 2mo ago
LONG2mo ago
“in a year like this, when you have this much energy pumped into the atmosphere, you may not have the given and take. And that's where things start to buckle.”All-In Podcast
Friedberg forecasts a record super El Nino causing crop failures in Australia, Brazil and India and 'commodity prices spiking all over the world'; wheat is the crop he names directly via the Australia-to-Asia export chain. Chamath confirms commodity desks are already trading this.
WHEATLONGIDEA · NOT YET PRICED