👉 𝗝𝗢𝗜𝗡 Real Vision's 10th birthday bash with Raoul Pal for FREE rvtv.io/4cT7zkB. 00:00 - Sponsor: Token2049 Event in Singapore 01:05 - Interview Introduction: Weather Cycles and Commodities with Sean Hackett 02:05 - Weather Volatility: Key Drivers Over the Past Thousand Years 03:47 - Impact of Weather on Agricultural Commodities: Case Studies 05:30 - Orbital Theory of Climate Change: How Planets Impact Weather 06:44 - Barry Center and Solar Impact on Earth’s Climate 09:00 - Solar Cycles and Sunspot Activity: Long-Term Weather Effects 11:19 - Decline in Sunspot Activity: The Coming Climate Trends 15:11 - Jet Stream Changes: Implications for Weather Volatility 20:08 - Volcanic Eruptions and Their Role in Climate Cycles 24:13 - Tonga Eruption: Impact on Global Weather and Temperature 30:22 - Sea Surface Temperatures and Climate Volatility Cycles 32:52 - 89-Year Cycle: Peak Global Temperatures and Weather Volatility 35:15 - Palmer Drought Severity Index: Predicting Future Droughts 39:01 - Forecasting Major Droughts: What to Watch for in 2025 45:19 - Brazil’s Deforestation and Its Impact on Global Agriculture 50:40 - Subsoil Moisture and Agricultural Consequences in Brazil 55:22 - Price Implications for Soybeans, Corn, and Coffee Due to Droughts 58:31 - Weather Volatility’s Impact on Commodities Markets 01:01:12 - Russia and Ukraine: A Choke Point for Winter Wheat and Corn 01:05:02 - Current Undervaluation of Grain Markets Relative to Other Commodities 01:05:42 - Actionable Opportunities in Coffee and Grains
You wouldn’t think weather patterns could play such a big role in inflation, but when you think about how they affect food supply or energy production, it makes sense
👉 𝗝𝗢𝗜𝗡 Real Vision's 10th birthday bash with Raoul Pal for FREE rvtv.io/4cT7zkB.
00:00 - Sponsor: Token2049 Event in Singapore
01:05 - Interview Introduction: Weather Cycles and Commodities with Sean Hackett
02:05 - Weather Volatility: Key Drivers Over the Past Thousand Years
03:47 - Impact of Weather on Agricultural Commodities: Case Studies
05:30 - Orbital Theory of Climate Change: How Planets Impact Weather
06:44 - Barry Center and Solar Impact on Earth’s Climate
09:00 - Solar Cycles and Sunspot Activity: Long-Term Weather Effects
11:19 - Decline in Sunspot Activity: The Coming Climate Trends
15:11 - Jet Stream Changes: Implications for Weather Volatility
20:08 - Volcanic Eruptions and Their Role in Climate Cycles
24:13 - Tonga Eruption: Impact on Global Weather and Temperature
30:22 - Sea Surface Temperatures and Climate Volatility Cycles
32:52 - 89-Year Cycle: Peak Global Temperatures and Weather Volatility
35:15 - Palmer Drought Severity Index: Predicting Future Droughts
39:01 - Forecasting Major Droughts: What to Watch for in 2025
45:19 - Brazil’s Deforestation and Its Impact on Global Agriculture
50:40 - Subsoil Moisture and Agricultural Consequences in Brazil
55:22 - Price Implications for Soybeans, Corn, and Coffee Due to Droughts
58:31 - Weather Volatility’s Impact on Commodities Markets
01:01:12 - Russia and Ukraine: A Choke Point for Winter Wheat and Corn
01:05:02 - Current Undervaluation of Grain Markets Relative to Other Commodities
01:05:42 - Actionable Opportunities in Coffee and Grains
Brilliant!
Commodities' masterclass
Fascinating. Such a breath of fresh air amongst endless federal reserve / interest rate speculation videos.
And probably no less actionable.
Agreed, next level macro right here. Lets vote for more of this, instead of the Ran the scam (from crypto banter) nonsense.
Incredibly informative. No political slant. A wonderful conversation of the what & why. Bravo RV.
You wouldn’t think weather patterns could play such a big role in inflation, but when you think about how they affect food supply or energy production, it makes sense
Unbelievably educational. This man knows his stuff!
Saun is a great selection right now.
This guy is fantastic! Thanks RV! PS Where's Maggie these days?
Simply excellent
10 bucks they do not discuss fertilizer prices… yet they think crops can grow without it
Does more fertilizer help with decreasing magnetic fields?
Yes would be interesting to know what he thinks about fertilizer prices
Excellent information here. Delete RP. So cringy. Ugh.
Gonzalez Dorothy Jackson Karen Lee Susan