← Rice
What podcasts say about Rice
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Rice
3 statements · 3 positive
Rice prices or exposure will remain favorable for the next couple of years.
“Long rice will be for the next couple of years.”
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in FarmlandListen at 52:36
Shrinking arable land would support a long rice position for decades.
“If you see continued shrinking of arable until it lands, probably long rice for several decades.”
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in FarmlandListen at 52:40
Rice is likely to outperform in the short run if expected conditions occur.
“in the short run, we've mentioned rice being longer rice based on certain things play out like we expect them to.”
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in FarmlandListen at 1:11:46
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.