Macro Voices

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August 18, 2022  

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

August 18, 2022

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.


Download Leigh's charts:

Goehring & Rozencwajg Market Commentary Q4 2020:

Goehring & Rozencwajg Market Commentary Q4 2021:


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