#433 – Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets

<p>Today’s guest is <strong><a href= "https://ospraieagscience.com/leadership/">Dwight Anderson</a></strong>, founder of Ospraie Management, a firm that actively invests in commodity markets and basic industries worldwide. Dwight previously worked at famed shops like Tudor and Tiger Management in charge of the Basic Industries and Commodities Group.</p> <p>In today’s episode, we’re talking with one of, if not the best investor to hear from about the chaotic year commodities have had so far.  Dwight shares his macro view of the world today and then the micro picture for different commodities across energy, metals, and agriculture. He touches on a few stocks he likes today and then we get into his choice to get into the ag tech space and where he sees opportunities today.  </p> <p>-----</p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber"><strong>Twitter</strong></a><strong>, <a href="https://www.linkedin.com/in/mebanefaber/" target="_blank" rel="noopener">LinkedIn</a></strong> and <a href= "https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1"> <strong>YouTube</strong></a></p> <p>For detailed show notes, click <strong><a href= "https://mebfaber.com/2022/08/03/e433-dwight-anderson/">here</a></strong></p> <p>To learn more about our funds and follow us, subscribe to our <strong><a href= "https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&id=7249739cdb" target="_blank" rel="noopener">mailing list</a> </strong>or visit us at <a href= "http://www.cambriainvestments.com/"><strong>cambriainvestments.com</strong></a></p> <p>-----</p> <p>Today’s episode is sponsored by <a href= "https://theideafarm.com/"><strong>The Idea Farm</strong></a>. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free <a href= "http://eepurl.com/XkyPv"><strong>