Rising Food Prices Part 3: The Commodity Trade

Rising Food Prices Part 3: The Commodity Trade

Author: Chris Masterjohn, PhD April 8, 2022 Duration: 46:43

Tony Greer joins me to talk about how lockdowns, politics, and the commodity trade contribute to rising food prices.

Tony Greer is partly responsible for my awareness of the emerging food crisis as I had initially learned of Doomberg from him last year. He has been a macro trader for over thirty years, is a regular on the Real Vision Daily Briefing, and is editor of the Morning Navigator.

Tony brings us unique insights as a trader who saw the rise in commodity prices early. Will the rotation out of tech stocks into commodities continue? What role does this trade have in amplifying food prices itself? Can we use technical signals from the market to gauge the likelihood this problem will get much worse, and to be able to spot light at the end of the tunnel when it finally emerges?

Tony surprised me by suggesting the most important signal to look for as "light at the end of the tunnel" ushering in a reprieve from rising food prices is not so much a technical indicator from the charts or from economic data but rather a sustainable 180-degree reversal in the political hostility to the energy markets. He suggests food prices would take another 7 or more years to calm down once this reversal is sustained.

None of this is financial advice and you must make your own decisions at your own risk. However, we conclude with some thoughts Tony has on how to keep savings safe in an environment like this.

You can join his newsletter at https://tgmacro.com/ and follow him on Twitter at https://twitter.com/TgMacro

This series started from a Substack post I wrote, The Emerging Food Crisis:

https://chrismasterjohnphd.substack.com/p/the-emerging-food-crisis

Over the next month, as part of this series, I will conduct interviews and panel discussions on my podcast in an effort to better understand the issue and what to do about it. Relying primarily on interviews will allow me to better understand the issue while staying focused on finishing my vaccine research so I can ultimately return to finishing my book.

I will eventually be concluding my work on the vaccines with a COVID Vaccine Guide, which I will distribute for free to paid Substack subscribers, those who have pre-ordered my Vitamins and Minerals 101 book, and members of the CMJ Masterpass. Articles in this series that lay out actionable foundations of my future protocol for vaccine side effects will be for paid Substack subscribers and Masterpass members. However, most of them will available for free for the first 48 hours, and all of them will be readable with a free trial. Paid Substack subscribers get immediate access to my COVID Guide, and are entitled to 50% off a membership to the Masterpass as well. You can subscribe or upgrade your subscription here:

https://chrismasterjohnphd.substack.com/subscribe

You can pre-order the book here: https://chrismasterjohnphd.com/book

And you can join the Masterpass here:

https://themasterpass.chrismasterjohnphd.com/sales-page

Masterpass members get to watch these interviews live, and also have monthly access to a live Q&A with me. The next Q&A session is Wednesday, April 13, 6:00 PM Eastern.

Chris Masterjohn, PhD, is the Founder and Scientific Director of the mitochondria test Mitome.


Chris Masterjohn, PhD hosts Mastering Nutrition, a podcast that digs into the science of how our bodies work at a fundamental level. The focus here is on mitochondrial health-the energy powerhouses within our cells-and how optimizing them forms the cornerstone of lasting vitality. Chris brings his background as a nutrition scientist and his experience founding BioOptHealth to these conversations, which move beyond generic diet advice. Instead, the podcast explores how individual differences, informed by tools like whole genome sequencing and detailed biochemical data, can reveal personalized paths to better metabolic function. Listeners will hear deep dives into cutting-edge research, practical interpretations of complex studies, and discussions on how to apply these insights in a real-world context. This isn't about quick fixes or trending superfoods; it's about building a coherent, scientifically-grounded understanding of nutrition from the cellular level up. Each episode aims to provide the kind of nuanced, evidence-based perspective that can help you make sense of conflicting health information. Whether the topic is a specific nutrient, a metabolic pathway, or a broader principle of wellness, Chris works to translate dense science into actionable knowledge. Tune in for a thoughtful, detailed exploration of what it truly means to master your own nutritional landscape.
Author: Language: English Episodes: 100

Mastering Nutrition
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