I thought this interview was phenomenal. Guy worked at Tiger & Tudor before starting his own firm. Some notes:
– Ag commodities are priced for a major recession
– We are VERY short on energy supply unless there’s a major recession
– Bullish on: $MOS $AGRO $BIOX $EAF $CNSRF
– Institutional interest in commodities has begun to pick up
– His base case for Europe is a recession
– Why he’s invested in private ag markets
https://podcasts.apple.com/us/podcast/433-dwight-anderson-ospraie-a-tiger-cubs-take-on/id1128955736?i=1000574913263
