Investing In The End Of The World With Peter Zeihan
Lead-Lag Live
00:00
Agriculture and the Food Cycle
I'm not really concerned about agriculture from the American point of view, I don't see any of the products that we make for domestic consumption really seem significant shifts. Most of our supply chains in terms of the equipment and the labor and the inputs, whether it's fertilizer, pesticide, whatever, that's all done with North America for the most part. And the North American food cycle is going to be broadly okay. The rest of the world that is most definitely not the case; we're getting our first taste of disruptions to agricultural inputs right now. This is the start then of a significant calorie deficit on a global basis. Not in North America, probably not in the Western Hemisphere at large
Play episode from 31:58
Transcript
