The Future of Commodity Markets and Creative Diversification with Sal Gilbertie

Orion's The Weighing Machine

In today’s episode, Rusty and Robyn talk to Sal Gilbertie, President and Chief Investment Officer at Teucrium Trading, LLC.

Sal’s first experience in trading and brokering was at Cargill in the early 80’s. After getting some reps in, he realized that trading securities stocks wasn’t a long-term venture for him. He moved on from there to an ethanol futures desk, which traded about 30 different commodities. Building on his experience, Sal created ETFs on agricultural products, and consequently, launched his own firm.

Sal talks with Rusty and Robyn about agriculture-focused portfolio diversification, the challenges to the agriculture industry, and the future of the commodity market.

"There's so much innovation going on. It's astounding. What's happening now is I'd say, in 10 years, big grains are the place that money's going to flow—as it has been doing." ~ Sal Gilbertie

Main Takeaways

• Diversify your portfolio by investing in agricultural products. Commodities have volatility like stocks, but they have low correlations to stocks like bonds.
• The best time to buy grains is when they’re flatline, when they’re ‘boring’. Most are yet to realize the great potential of agricultural investment funds.
• Good traders must focus on the opportunities more than the risks. Good investors, on the other hand, must do open-minded research and then have a patient, disciplined approach when investing.

Links

• Sal Gilbertie on LinkedIn
• Rain is a Good Thing by Luke Bryan
• Teucrium Trading LLC
• Teucrium Corn Fund (CORN)
• Cargill
• US Securities and Exchange Commission (SEC)
• The Wall Street Journal
• Three-child Policy
• 40 Act Fund
• Paul Tudor Jones
• AgriTalk
• Market Wizards: Interviews with Top Traders by Jack D Schwager

Connect with our hosts

• Rusty Vanneman
• Robyn Murray

Subscribe and stay in touch

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• Spotify
• Google Podcasts

1940-OAS-6/30/2021