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Animal Farm
With spring planting season having arrived in Zone 7, it\u2019s a good time to review agriculture from an investor\u2019s perspective. Topics include agricultural price inflation in the wake of Russia\u2019s invasion of Ukraine; public and private equity investments in agriculture, farmland ownership and the drivers of farmland returns; seed bio-engineering designed to reduce consumption of fertilizer, fungicide and water; and some satellite data on the immense agricultural damage occurring in Gaza and Israel. The Appendix addresses the avian flu\u2019s impact on agriculture and the food supply.\nView transcript\nView video here