Let's Talk ETFs

We're Not In Kansas Anymore: Playing Grain Futures With Teucrium ETFs


Listen Later

2020 has been a banner year for grain futures specialist Teucrium ETFs, with its assets under management more than tripling. Leading the charge since the COVID-19 late March lows have been the Vermont-based ETF issuer's SOYB and CORN funds - powered by record Chinese soybean and corn imports. Teucrium founder and CEO joins Let's Talk ETFs to explain why even with strong recent returns, this may be just the beginning of a prolonged leg up in grain prices.
Show Notes

3:45 - Why have grain funds resonated so much with investors this year?

5:30 - How has the pandemic affected the productions and consumption of grains?

7:30 - A look at the underlying fund structure and taxation

10:30 - Selecting the right futures contracts: It's all about contango and backwardation

22:30 - Will a weakening dollar continue to benefit grain prices?

25:45 - Under the hood of the Teucrium Corn Fund (CORN)

33:30 - The hand sanitizer boon has been good for corn prices

40:00 - The Teucrium Soybean (SOYB) and Wheat (WEAT) ETFs

43:00 - SOYB's banner year: It's all about China

47:00 - The global outlook for wheat

50:30 - The Teucrium Sugar ETF: Why has sugar cane lagged other grains?

51:30 - Four in one: The Teucrium Agricultural ETF (TAGS)

55:30 - How should investors think about the seemingly high expense ratios on Teucrium's ETFs?

58:15 - Climate change and the outlook for grain production and prices


Learn more about your ad choices. Visit megaphone.fm/adchoices
...more
View all episodesView all episodes
Download on the App Store

Let's Talk ETFsBy Seeking Alpha

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

88 ratings


More shows like Let's Talk ETFs

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,238 Listeners

BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,735 Listeners

The Rachel Maddow Show by Rachel Maddow, MS NOW

The Rachel Maddow Show

37,466 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,703 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,221 Listeners

Behind The Idea by Seeking Alpha

Behind The Idea

74 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,039 Listeners

SA For FAs by Seeking Alpha

SA For FAs

72 Listeners

Marketplace Roundtable by Seeking Alpha

Marketplace Roundtable

48 Listeners

The Cannabis Investing Podcast by Seeking Alpha

The Cannabis Investing Podcast

204 Listeners

Alpha Trader by Seeking Alpha

Alpha Trader

93 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,545 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,932 Listeners

Investing Experts by Seeking Alpha

Investing Experts

67 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,430 Listeners

Exchange Traded Fridays by etf.com by etf.com

Exchange Traded Fridays by etf.com

12 Listeners

The ETF Guys by The ETF Guys

The ETF Guys

10 Listeners