Agriculture Investing Ideas with Ned Schmidt
Ned Schmidt is the researcher and editor of the Agri-Food Value View newsletter. In this interview, Ned provides an overview of the agriculture investment sector and discusses the USA-China trade war’s implications on the agriculture sector. He names several agri-stocks as possible investment ideas and shares why he is bullish on the agricultural sector.
0:05 Introduction
0:52 Big picture view on agriculture commodities
3:37 Implications of USA-China trade war on agri-commodities
5:40 Agriculture investment opportunities
10:03 Small-cap agri-stock opportunities?
13:22 How to profit from the organic food movement?
15:02 Farmland in the USA
18:19 Agriculture cycle/commodities vs. mining cycle/commodities
20:50 Long-term agriculture investment outlook