Let's Talk ETFs

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


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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


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