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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.
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 Black Sea is basically shut down and that is the fundamental supply chain, however the rail system in Ukraine seemed to have been spared and that could be helpful in getting grain out of the country, says Jake Hanley, Managing Director, Teucrium Trading. He discusses how Teucrium can issue more shares on their Teucrium Commodity Wheat ETF (WEAT) as demand makes necessary. They recently had unprecedented demand. He explains wheat futures (/ZW) being at lock limit. He discusses the upcoming global corn and soybean crops.
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
On Today's PreMarket Prep: - Wicked reversals in growth stocks - What does the CPI number say? - Earnings from EA and FUBO Featured Guests: Michael Pachter, Equity Analyst for Wedbush Securities 35:00 Sal Gilbertie, CEO, Teucrium Trading 64:00 Meet the Hosts: Dennis Dick Twitter: https://twitter.com/TripleDTrader Joel Elconin Twitter: https://twitter.com/Spus Spencer Israel Twitter: https://twitter.com/sjisrael MAIN CHANNEL: https://www.youtube.com/channel/UCqQs28K2zj2dOsc5NfXUKEg BENZINGA CLIPS https://www.youtube.com/channel/UC88NXKcN8aktLkAERT0_Giw BENZINGA EVENTS https://www.youtube.com/channel/UCc4AQ-zcHlJ3OIgkL-QDZNQ PRO TOOLS:
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.
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
On this week's Talk Your Book, Michael and Ben sat down with Sal Gilbertie, CEO and founder of Teucrium Trading, an ETF provider of agricultural commodities products. 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.
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/
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.
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.