Commodities Markets

topic on 2 shows · 2 statements across 2 episodes

No Priors Capital Allocators

2 statements about Commodities Markets, every show

NO PRIORS Assertion Supported
Davis: AI compute market lacks futures and hedging mechanisms found in commodities
“The markets aren't mature enough that there's any analog. So what we have in other domains, like in commodities markets like wheat, oil, et cetera, where you can buy options and futures and hedge and sell back and things like that. It's kind of a pretty, Still…”
Jared Quincy Davis Aug 22, 2024 ▶ 18:23 No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
CAPITAL ALLOCATORS Assertion Supported
Girotto: Farm incomes dropped 50% after 2013 market peak
“So the commodities markets, as well as the land market, peaked basically in Q-two of 20 13. Since then, we've seen farm incomes come down by about 50%.”
Jay Girotto Oct 14, 2019 ▶ 27:38 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)

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