Jacob welcomes back Neil Townsend ahead of the GrainFox “Before You Grow” Event, where Neil and Jacob are both speaking. Together, Neil and Jacob try to look beyond recent headlines and identify the biggest issues affecting farmers in 2023/24 as well as discussing trends in land values and food consumption. They discuss whether farmers should expect a “war premium” to return to grain prices and their conclusion about where that war premium is likely to show up in the market may surprise you. They close with a conversation about China and why this might be a good year for exports to the Middle Kingdom.

Timestamps:

(0:00) - Intro

(2:11) - Biggest Issues For Farmers in 2023/24

(8:50) - Local Farming Geopolitics

(14:32) - Consumer Food Prices

(20:00) – A “war premium” for grain prices and what that really means

(29:23) - China and Rural Farming

(32:44) - Russia's Grain Power

(41:30) – China and Ag

Link to GrainFox Event: https://events.grainfox.ca/2023-before-you-grow

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Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

Disclaimer: Nothing discussed on Cognitive Dissidents should be considered as investment advice. Please always do your own research & speak to a financial advisor before putting your money into the markets.

Prisoners To Nearby Prices - The Biggest Issues Facing Farmers in '23-'24

The Jacob Shapiro Podcast