Podcast appearances and mentions of sal gilbertie

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Best podcasts about sal gilbertie

Latest podcast episodes about sal gilbertie

Trends with Benefits
Harvesting Opportunities in the Agricultural Commodities Market with Sal Gilbertie

Trends with Benefits

Play Episode Listen Later Dec 3, 2024 33:38


This episode's guest is Sal Gilbertie, the CEO and founder of Teucrium Trading, a leader in commodity-focused exchange-traded funds (ETFs). We discuss the impact of geopolitics, the Trump administration, and climate change on the pricing of agricultural commodities. Sal dives into how to approach investing in different commodities and shares what led him to founding Teucrium.

Lead-Lag Live
Sal Gilbertie on Grain Investment Strategies, Market Timing, and Geopolitical Influences in Agricultural Commodities

Lead-Lag Live

Play Episode Listen Later Oct 11, 2024 43:45 Transcription Available


Unlock the secrets of agricultural commodities and discover how grains like wheat and corn can diversify and stabilize your investment portfolio. Join us as we explore the seasonal price patterns of these essential commodities, particularly in July, and learn how to capitalize on these fluctuations for positive alpha with minimal downside risk. Sal Gilbertie from Teucrium, an innovator in ag-based ETFs, shares his journey from trading energies at Cargill and highlights the underutilized potential of grains in investment strategies.Sal and I discuss why grains often fly under the radar in investment portfolios, despite their ubiquitous presence and significant economic impact. We delve into the complex factors affecting grain prices, such as government subsidies, inflation, and synthetic fertilizers, and how these elements contribute to the unique nature of grains as commodities. The conversation emphasizes the importance of considering grains for portfolio diversification, highlighting the stair-step change in corn prices following the Renewable Fuels Act.Explore the interconnectedness of global commodity markets, revealing how geopolitical tensions and energy costs can influence grain prices. We'll analyze how major exporters like Brazil, the U.S., and Ukraine play critical roles in the global grain supply chain. With insights into investment timing, historical trading patterns, and the resilience of corn, this episode is your comprehensive guide to the untapped potential of grain trading in today's complex market landscape.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium Investment Advisors, LLC and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Animal Spirits Podcast
Talk Your Book: Supply and Demand Always Wins

Animal Spirits Podcast

Play Episode Listen Later Jun 3, 2024 32:41


On today's show Ben Carlson and Michael Batnick are joined by Sal Gilbertie, CEO of Teucrium to discuss the cost of production and commodities, how inflation affects the cost of production, how investors are utilizing Teucrium products, what's going on in cocoa, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Animal Spirits Podcast
Talk Your Book: High Prices Cure High Prices

Animal Spirits Podcast

Play Episode Listen Later Dec 4, 2023 34:48


On today's Talk Your Book, Ben Carlson and Michael Batnick are joined again by Sal Gilbertie, CEO of Teucrium to discuss the golden grain cycle, the cost of production and expected long term returns for commodities, how everyone got the oil market wrong, how the US dollar affects the commodity market, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

ETF Prime
Top ETF Stories, Current Markets, & AI Commodity Strategies

ETF Prime

Play Episode Listen Later Jun 13, 2023 63:33


VettaFi's Lara Crigger offers perspective on two of the year's most noteworthy ETF stories.  Northern Trust's Michael Natale presents the firm's base case on equities and fixed income.  Teucrium's Sal Gilbertie spotlights several ETFs including their recently launched AiLA Long/Short Base Metals Strategy ETF (OAIB), which leverages artificial intelligence.

TD Ameritrade Network
Energy Is The Driver Of Commodity-Related Inflation

TD Ameritrade Network

Play Episode Listen Later May 12, 2023 9:20


The crude oil price is struggling, and is that why inflation is easing? Is energy the driver of commodity-related inflation? Sal Gilbertie says that all commodities are in a slump right now because producers responded compared to the price spikes last year. Gilbertie also states that it is rare for new refineries to come on in terms of RBOB.

ETF Edge
Drilling Down on Oil ETFs: Wild Swings in Commodities 5/8/23

ETF Edge

Play Episode Listen Later May 8, 2023 29:42


CNBC's Bob Pisani spoke with John Love, President & CEO of U.S. Commodity Funds, and Sal Gilbertie, President & CEO of Teucrium Trading. They drilled down on the big moves in both hard and soft commodities – taking a look at what the wild swings in crude, natural gas and wheat futures are telling us about the China reopening and broader global risks of a recession – and discussing how ETF investors can hope to play the commodities space right now. In the “Markets 102” portion, Bob continued the conversation with Sal Gilbertie from Teucrium Trading.

The AAP Podcast
AAP Podcast #33 – The Latest on the Farm with Sal Gilbertie, CEO of Teucrium ETFs

The AAP Podcast

Play Episode Listen Later Apr 26, 2023 25:01


As we approach the height of the corn planting season, Chris Versace sits down with Sal Gilbertie, CEO of Teucrium ETFs to discuss the levers to watch in the coming months for key ag commodities corn, wheat, and soybeans. Building on his experience trading commodities and overseeing Teucrium's ag commodity ETFs, Sal discusses the ag commodity cycle, sharing why he focuses on the cost of production, global supply, and demand dynamics, and a longer view on global ag commodity stocks. Chris and Sal also touch on what is shaping up to be a rice shortage as well as why the outlook for farmer income and ag equipment continues to be bright.

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First Look ETF
First Look ETF: Tapping into Stocks and Commodities with Active Strategies

First Look ETF

Play Episode Listen Later Apr 19, 2023 21:06


In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Summit Global Investments, Cambiar Investors and Teucrium. Recently launched ETFs for our April episode are focused on active management in core large cap equities, aggressive value tactics for equity investors and strategic exposure to commodities. The guest lineup for this episode includes:1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE2. David Harden, Founder & President, Summit Global Investments 3. Brian Barish, CIO & CFA at Cambiar Investors 4. Sal Gilbertie, CEO & CIO, Teucrium *********First Look ETF is sponsored by the New York Stock Exchange.Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

TD Ameritrade Network
OPEC Will Only Cut Crude Oil Production To Keep Supply & Demand In Balance

TD Ameritrade Network

Play Episode Listen Later Apr 11, 2023 8:10


Will the crude oil price go down due to the demand being comprised as the Federal Reserve's actions to decrease inflation will continue? Sal Gilbertie says that they will not stop and slow the U.S. economy intentionally. OPEC+ will only slow production if the demand is falling. The prices at the pump have remained relatively elevated.

AgriTalk PM
AgriTalk-March 30, 2023 PM

AgriTalk PM

Play Episode Listen Later Mar 30, 2023 40:56


We covered a wide range of topics, from Ukraine to banks, with Sal Gilbertie of Teucrium ETF. What's an ETF you ask? Well, we talk about that, too. Plus Oliver Sloup of Blue Line Futures swings by to share some price action perspective and reaction to hogs and pigs report.See omnystudio.com/listener for privacy information.

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The Alternative Investment Podcast
Inside The Agriculture ETF Revolution, With Sal Gilbertie (Episode 91)

The Alternative Investment Podcast

Play Episode Listen Later Feb 1, 2023 53:06


Financial advisors and investors probably take most commodity ETFs for granted today, but the truth is that many of these ETFs were revolutionary when they first launched. Sal Gilbertie, founder and CEO at Teucrium, joins the show to discuss Teucrium's origin story, plus how the company continues to be an innovator in the ETF space in the present day. Show notes: https://altsdb.com/2023/02/sal-gilbertie-091/

Animal Spirits Podcast
Talk Your Book: The Long and Short of Commodities

Animal Spirits Podcast

Play Episode Listen Later Jan 30, 2023 28:42


  On today's show, we are joined by Sal Gilbertie, CEO of Teucrium to give us an update on Oil & Gas, how supply chains are looking in 2023, Teucriums latest Long/Short fund, potential issues with China, and much more! Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.      (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.) 

WPKN Community Radio
Organic Farm Stand -- Dec. 15, 2022 with special guest Sal Gilbertie

WPKN Community Radio

Play Episode Listen Later Dec 22, 2022 52:47


-Small Farm Report with Steve Munno from Massaro Farm -Special guest Sal Gilbertie from Gilbertie's Organic Farm in Easton. CT Hosts: Richard Hill and Chris Ferrio

stand organic farms sal gilbertie
TD Ameritrade Network
Crude Oil Price: $65 Before $105

TD Ameritrade Network

Play Episode Listen Later Nov 29, 2022 8:59


"China has all the headlines now, but they can quell protests with easing Covid restrictions. Markets do not like uncertainty and investors could have downside exposure and risk. Crude oil price will be $65 before $105 and OPEC+ is in a disarray as it is not a coordinated entity. Russia will sell as much to India and China as they want. The rest of the world will have a logistics problem," says Sal Gilbertie.

AgriTalk PM
AgriTalk-September 20, 2022 PM

AgriTalk PM

Play Episode Listen Later Sep 20, 2022 40:56


Sal Gilbertie of Teucrium ETFs joins us to share perspective on the world markets.See omnystudio.com/listener for privacy information.

agritalk sal gilbertie
Exchange Traded Fridays
8/26/2022: Teucrium CEO on Food Inflation and Bitcoin Futures ETFs

Exchange Traded Fridays

Play Episode Listen Later Aug 26, 2022 26:38 Transcription Available


Sal Gilbertie, CEO of Teucrium, shared why he thinks high grain prices are here to stay in an interview with ETF.com's Managing Editor Daria Solovieva and Senior ETF Analyst Sumit Roy. He discussed the value of having grain exposure in your portfolio, why the weather in South America will play a critical role on global grain supply levels in the near future as well as the prospects for a bitcoin futures fund launch.

Animal Spirits Podcast
Talk Your Book: The State of Commodities

Animal Spirits Podcast

Play Episode Listen Later Jul 11, 2022 28:52


On today's Talk Your Book, we spoke with Sal Gilbertie from Teucrium about the state of agricultural commodities. Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   

ETF Edge
Soft Commodities & Another Bitcoin ETF

ETF Edge

Play Episode Listen Later May 2, 2022 24:01


CNBC's Bob Pisani spoke with with Sal Gilbertie, President and CEO of Teucrium … as well as Bryon Lake, Global Head of ETF Solutions at JP Morgan Asset Management. They discussed all things soft commodities; the war on Ukraine is having an unprecedented impact on wheat, corn, soybean and sugar prices. Plus, a new bitcoin futures ETF has just received the green light from the SEC … but are Wall Street regulators getting any closer to embracing a potential spot bitcoin ETF? In the ‘Markets 102' portion of the podcast, Bob continues the conversation with Bryon Lake from J-P Morgan Asset Management.

Animal Spirits Podcast
Talk Your Book: The Craziest Commodities Market Ever

Animal Spirits Podcast

Play Episode Listen Later Mar 12, 2022 31:47


On today's special edition of Talk Your Book, we spoke with Sal Gilbertie from Teucrium Agriculture ETFs about what's going on in the commodities market. Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   

Inside ETFs
The Inside ETFs Podcast: Agriculture Investing with Teucrium's Sal Gilbertie

Inside ETFs

Play Episode Listen Later Mar 9, 2022 32:59


Given the backdrop of market volatility and geopolitical uncertainty, agriculture and energy commodities have moved to center stage as investors remain focused on inflationary pressure alongside price volatility. In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Sal Gilbertie, Chief Executive Officer and founder of … Continue reading The Inside ETFs Podcast: Agriculture Investing with Teucrium's Sal Gilbertie →

AgriTalk PM
AgriTalk-November 24, 2021 PM

AgriTalk PM

Play Episode Listen Later Nov 24, 2021 42:42


We have a thought-provoking conversation with Sal Gilbertie of Teucrium about market outlook at ETFs plus price perspective from Todd Horwitz of bubbatrading.com. See omnystudio.com/listener for privacy information.

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CLS's The Weighing Machine
The Future of Commodity Markets and Creative Diversification with Sal Gilbertie

CLS's The Weighing Machine

Play Episode Listen Later Jul 20, 2021 33:02


In today's episode, Rusty and Robyn talk to Sal Gilbertie, President and Chief Investment Officer at Teucrium Trading, LLC. Sal's first experience in trading and brokering was at Cargill in the early 80's. After getting some reps in, he realized that trading securities stocks wasn't a long-term venture for him. He moved on from there to an ethanol futures desk, which traded about 30 different commodities. Building on his experience, Sal created ETFs on agricultural products, and consequently, launched his own firm.  Sal talks with Rusty and Robyn about agriculture-focused portfolio diversification, the challenges to the agriculture industry, and the future of the commodity market. "There's so much innovation going on. It's astounding. What's happening now is I'd say, in 10 years, big grains are the place that money's going to flow—as it has been doing." ~ Sal Gilbertie Main Takeaways  Diversify your portfolio by investing in agricultural products. Commodities have volatility like stocks, but they have low correlations to stocks like bonds. The best time to buy grains is when they're flatline, when they're ‘boring'. Most are yet to realize the great potential of agricultural investment funds. Good traders must focus on the opportunities more than the risks. Good investors, on the other hand, must do open-minded research and then have a patient, disciplined approach when investing. Links Sal Gilbertie on LinkedIn Rain is a Good Thing by Luke Bryan Teucrium Trading LLC Teucrium Corn Fund (CORN) Cargill US Securities and Exchange Commission (SEC) The Wall Street Journal Three-child Policy 40 Act Fund Paul Tudor Jones AgriTalk Market Wizards: Interviews with Top Traders by Jack D Schwager Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 1940-OAS-6/30/2021

Think Tank Exchange
Ep 213: The Case for Ag in the Face of Climate Change

Think Tank Exchange

Play Episode Listen Later Jun 22, 2021 29:38 Transcription Available


Learn how to navigate and weather global Ag markets from Sal Gilbertie, CEO and Founder of Teucrium and Grant Engelbart, Senior Portfolio Manager at Brinker Capital. We thank Teucrium for sponsoring this episode. Visit etfthinktank.com, your source for ETF ideas, thought leadership, strategies, tools and growth tactics. 

AgriTalk PM
AgriTalk-February 11, 2021 PM

AgriTalk PM

Play Episode Listen Later Feb 11, 2021 41:54


This afternoon we have Teucrium's Sal Gilbertie and Jake Hanley to explain exchange-traded funds (ETFs) business and the ag markets plus Oliver Sloup of Blue Line Futures stops by to talk price action. See omnystudio.com/listener for privacy information.

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52 Book Challenge
All Gardeners Welcome: The Perfect Books for Green Thumbs and Newbie Planters Alike

52 Book Challenge

Play Episode Listen Later Jan 5, 2021 15:59


Have you ever wanted to start a garden? Only have a little space? Small-plot, High-yield Gardening by Sal Gilbertie and Larry Sheehan is a great book to get you started! This book will teach you everything you need to know about 100% organic gardening, even with minimal space. Highlights of the books include information about companion planting, organic fertilizers and composting, garden plan drawings for a variety of available space and different needs and a year-long gardener's schedule. If you've been gardening for a while, this book offers new tips and tricks to get you out of a rut. In the second half of the episode, Kara discusses her experience with gardening, proving even a beginner can have some success! Small-Plot, High-Yield Gardening: Grow Like a Pro, Save Money, and Eat Well from your Front (or back or side) Yard 100% Organic Produce Garden by Sal Gilbertie and Larry Sheehan 2010 Ten Speed Press

AgriTalk PM
AgriTalk-September 29, 2020 PM

AgriTalk PM

Play Episode Listen Later Sep 29, 2020 42:22


Sal Gilbertie of Teucrium Trading joins us to talk big picture fundamentals plus we meet Jason Tatge who tells us about a new harvest report project with Pro Farmer and Farmobile. Joe Vaclavik of Standard Grain swings by for a look at today's price action. See omnystudio.com/listener for privacy information.

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AgriTalk PM
AgriTalk-March 12, 2020 PM

AgriTalk PM

Play Episode Listen Later Mar 12, 2020 54:23


Craig Turner, senior ag broker at Daniels Trading, and Sal Gilbertie of Teucrium both provide some great insight in these confusing times. Plus Oliver Sloup of Blue Line Futures. The AgriTalk podcast is sponsored by Syngenta.

syngenta craig turner agritalk sal gilbertie blue line futures
AgriTalk PM
AgriTalk-March 3, 2020 PM

AgriTalk PM

Play Episode Listen Later Mar 3, 2020 55:04


We have a fascinating afternoon show thanks to a conversation with Sal Gilbertie, president and chief investment officer of Teucrium Trading LLC. He explains how his company offers a different way to invest. The AgriTalk podcast is sponsored by Syngenta.

syngenta agritalk sal gilbertie
P&L With Paul Sweeney and Lisa Abramowicz
Phase 1 Trade Deal Is Just The Beginning: Leland Miller

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 15, 2020 41:05


Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co-Founder of Teucrium Trading, LLC, discusses their Phase 1 Chinese Trade Agricultural import estimates. Jen Bartashus, Senior U.S. Retail, Staples & Restaurants Analyst for Bloomberg Intelligence, on Target missing sales estimates. Hosted by Lisa Abramowicz and Paul Sweeney. Samara Lenga

Investable Universe
Teucrium Trading's Sal Gilbertie on grains as a portfolio diversifier

Investable Universe

Play Episode Listen Later Sep 27, 2019 21:00


Lower historical correlations with other commodities, as well as stocks and bonds, make grains a compelling portfolio stabilizer. We talked to Sal Gilbertie of Teucrium Trading LLC, the firm that brought single-commodity agricultural ETFs to the floor of the NYSE, on why not even the trade war can touch the case for grains/

Thematic Signals
What’s Behind the Commodities Rally?

Thematic Signals

Play Episode Listen Later Jun 18, 2019 29:22


Welcome to the Thematic Signals podcast, where we look to distill everyday noise into clear investing signals using our thematic lens and our 10 investing themes. On this episode Chris Versace welcomes Sal Gilbertie, the Chief Investment Officer at  Teucrium Trading, back to the podcast. In the past on Tematica’s Cocktail Investing podcast, Chris and Sal have talked about the thematic influences on agricultural commodities, including Tematica’s New Global Middle-class one. They touch on that today but also discuss the current supply constraints as well as looming ones that have led to a supply imbalance, particularly for corn and soybeans, that has sent prices soaring. Sal explains how investors should think about these commodities across the 5 to 7 year cycle and shares why the upcoming G20 summit could serve as another catalyst for commodity prices to move higher. The two also discuss the ripple effect to be had on both consumers and companies in the agricultural complex but also those that count corn as a key input.   Have a topic or a conversation you think we should tackle on the podcast, email me at cversace@tematicaresearch.com   And don’t forget to subscribe to the Thematic Signals Podcast on your favorite Apple device   Resources for this podcast: Sal Gilbertie - http://teucrium.com/management/ Teucrium Trading - http://teucrium.com/ Chris Versace — @ChrisJVersace Tematica Research – https://www.tematicaresearch.com Thematic Signals: https://www.tematicaresearch.com/thematic-signals/

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Money Life with Chuck Jaffe
David Trainer: Ratios make ADT stock look cheap, but it's not

Money Life with Chuck Jaffe

Play Episode Listen Later Apr 15, 2019 61:01


David Trainer of New Constructs warned in the Danger Zone segment that investors who rely on enterprise value-to-EBITDA as a measure of how cheap a stock is can be easily mislead, and he used ADT Corp. as an example, showing how the stock looks cheap but is actually overpriced. He also showed that Kilberly Clark had the opposite situation, with ratios suggesting it was overpriced but underlying fundamentals that make it cheap. Also on the show, Kelly Anne Smith on BankRate.com's latest survey, Sal Gilbertie of Teucrium Trading talking commodity investing, and John Barr of Needham Growth Fund with the Market Call.  

Strategic Investor Radio
ETF Commodity Investing - Teucrium Trading - with Sal Gilbertie

Strategic Investor Radio

Play Episode Listen Later Jul 5, 2018 25:17


A brainchild of Sal's, Teucrium is a family of Exchange Traded Products, all focused on agricultural commodities.  With heavy experience in ag commodity trading, including ethanol, he was involved in the establishment of the ethanol over the counter market.  He shows how farmers are the eternal optimists, and will plant until prices reach their cost of production.  Ag commodities have ever increasing uses, creating constant demand for a variety of uses, and the prices are seasonal, making it very consistent in price fluctuation.  This is fascinating stuff and recommend it to all listeners.  Sal tells a compelling story in a very intersting style.

CLS's The Weighing Machine
Episode 10: Sal Gilbertie and Brent Leadbetter

CLS's The Weighing Machine

Play Episode Listen Later Feb 21, 2018 38:23


Guests: Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Series Producer – Sadie Brewer, Producer & Engineer – Nicholas Harnack, Artwork – Gary Withrow 1252-CLS-2/20/2018

CLS's The Weighing Machine
Episode 10: Sal Gilbertie and Brent Leadbetter

CLS's The Weighing Machine

Play Episode Listen Later Feb 21, 2018 38:23


Guests: Sal Gilbertie of Teucrium Trading and Brent Leadbetter of Research Affiliates. Hosts: Rusty Vanneman, CFA, CMT – Chief Investment Officer, CLS Investments and Robyn Murray – Writer Production: Series Producer – Sadie Brewer, Producer & Engineer – Nicholas Harnack, Artwork – Gary Withrow 1252-CLS-2/20/2018

P&L With Paul Sweeney and Lisa Abramowicz
Corn May Be Big Opportunity at These Levels, Gilbertie and McGlone Say

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Nov 17, 2017 31:09


Sal Gilbertie, president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, talk about opportunities in corn and soybeans, farmers squeezed by pricey fuels and why U.S. crude oil production is on the verge of surging. Tad Rivelle, CIO of TCW, discusses the yield curve, markets and current investment strategy. Sridhar Natarajan, a high yield debt and syndicated loan reporter at Bloomberg, tells Pimm Fox and Lisa Abramowicz about a high-stakes hedge fund battle erupting over Hovnanian, after Blackstone proposes a plan that would trigger payouts on its credit swaps. Finally, Geetha Ranganathan, a technology and media analyst at Bloomberg Intelligence, talks about reports that Comcast and Verizon are looking into acquiring a big portion of 21st Century Fox Inc.

P&L With Paul Sweeney and Lisa Abramowicz
Doritos Goes Organic to Break Into Amazon's Whole Foods, Kaplan Says

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 30, 2017 32:15


Jenny Kaplan, a consumer reporter at Bloomberg, says PepsoCo.'s Frito-Lay is aiming to break into Amazon's Whole Foods with its organic Doritos and chips line. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss Hurricane Harvey's impact on agricultural crops and commodities. Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, talks about his economic outlook, forecast for stock prices and investment strategy. Finally, Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, discusses GDP and how Hurricane Harvey could impact growth.

P&L With Paul Sweeney and Lisa Abramowicz
Fed Warnings on Asset Prices Could Sour Market, Maley Says

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 11, 2017 28:46


Matt Maley, an equity strategist at Miller Tabak & Co., talks about bank earnings and why Congress needs to shoulder responsibility for the lack of fiscal policy. Max Nisen, a Bloomberg Gadfly columnist covering health care, talks about news that Senator McConnell is floating a potential bipartisan fix of Obamacare. Sal Gilbertie, the president and founder of Teucrium Trading LLC, and Mike McGlone, a commodity strategist at Bloomberg Intelligence, discuss agricultural commodities and how the drought and demand could impact wheat and corn prices. Finally, Bloomberg's Laura Keller says Wall Street is dulled by a renewed trading slump.

P&L With Paul Sweeney and Lisa Abramowicz
P&L: Cyberattacks Are the Biggest Threat to the Global Economy

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 22, 2016 24:36


Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading LLC, and Bloomberg's Mike McGlone discuss agricultural commodities. Keri Geiger, a financial crimes reporter for Bloomberg, talks to Pimm Fox and Lisa Abramowicz about Donald Trump's $300 million loan with Deutsche Bank and a possible conflict of interest with his role as president. Finally, Bloomberg's Mike Dorning discusses the news that Trump has named billionaire investor Carl Icahn a special adviser.

Ken Druse REAL DIRT
The Essential Herbalist Shares Wisdom

Ken Druse REAL DIRT

Play Episode Listen Later Jan 27, 2012 25:04


Garden star Sal Gilbertie on everything you need to know about growing your favorite herbs.