John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.
That’s what Eric Weinstein calls it. To be more accurate: “We are in the middle of a giant bubble of nonsense that is 50 years in the making in my estimation” Speaking of nonsense I’ve previously discussed the ESG movement on this site. ESG stands for Environmental, Social and Governance.