Orion's The Weighing Machine

Sal Gilbertie of Teucrium Trading LLC. - The Future of Commodity Markets and Creative Diversification


Listen Later

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

          ...more
          View all episodesView all episodes
          Download on the App Store

          Orion's The Weighing MachineBy Orion Portfolio Solutions

          • 4.6
          • 4.6
          • 4.6
          • 4.6
          • 4.6

          4.6

          22 ratings


          More shows like Orion's The Weighing Machine

          View all
          Investing Insights by Morningstar

          Investing Insights

          495 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,160 Listeners

          We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

          We Study Billionaires - The Investor’s Podcast Network

          3,366 Listeners

          Odd Lots by Bloomberg

          Odd Lots

          1,842 Listeners

          The Meb Faber Show - Better Investing by The Idea Farm

          The Meb Faber Show - Better Investing

          924 Listeners

          Capital Ideas Podcast by Capital Group

          Capital Ideas Podcast

          273 Listeners

          Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

          Capital Allocators – Inside the Institutional Investment Industry

          797 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          2,002 Listeners

          Trillions by Bloomberg

          Trillions

          191 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          452 Listeners

          The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

          The Rational Reminder Podcast

          442 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,070 Listeners

          The Long View by Morningstar

          The Long View

          882 Listeners

          Excess Returns by Excess Returns

          Excess Returns

          66 Listeners

          Bloomberg Talks by Bloomberg

          Bloomberg Talks

          17 Listeners