We are staring down the barrel of a confluence of several scenarios–each of which individually is a significant, life-changing event–but which are together conspiring is a dangerous and incendiary situation: food shortages, inflation, and a breakdown of the supply chain. A new media narrative today acknowledges food shortages, and blames animal agriculture, indicating we are reaching an inflection point in the collapse. Expect things to accelerate from here. Let’s have a conversation tonight about where we are, where we’re heading, and how to prepare.
Download (mp3):
Intro: (0:00)
Shipping: (4:50)
Inflation: (8:56)
Grains Shortage (13:07)
Meat Shortages (21:56)
HUGE Narrative Shift (23:41)
SOLUTIONS (33:08)
FULL SHOW NOTES:
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LINKS:
SHIPPING:
https://www.freightwaves.com/news/brace-for-impact-data-shows-us-import-demand-still-rising/
https://www.freightwaves.com/news/flexport-trans-pacific-deteriorating-brace-for-shipping-tsunami
INFLATION:
https://www.aljazeera.com/wp-content/uploads/2021/02/368583002.jpg?w=770&resize=770%2C433
https://www.whitehouse.gov/briefing-room/blog/2021/04/12/pandemic-prices-assessing-inflation-in-the-months-and-years-ahead/
https://fred.stlouisfed.org/series/M1
https://www.georgegammon.com/michael-burry/
FOOD:
https://cms.zerohedge.com/s3/files/inline-images/agri%20index_0.jpg?itok=6Cwgd5iv
https://www.zerohedge.com/markets/one-bank-warns-soaring-food-prices-will-lead-social-unrest
https://research.rabobank.com/markets/en/documents/291425_Biblical-Lean-and-Mean.pdf
https://twitter.com/ArlanFF101/status/1382771188259188737
https://twitter.com/jkholland89/status/1390418339902615552
https://brownfieldagnews.com/news/agronomist-surprised-by-how-dry-it-is-in-many-parts-of-the-midwest/
https://gcaptain.com/south-america-waterways-navigation/
MEAT SHORTAGES:
https://www.msn.com/en-us/money/companies/restaurants-face-nationwide-chicken-shortage/ar-BB1gm28c
https://twitter.com/NatlFarmers/status/1390728284632227849
https://www.bloomberg.com/news/articles/2021-04-26/the-world-is-too-dry-and-hungry-to-snub-gm-crops-tech-ceo-says?sref=cN3U8ll1
https://www.foodprocessing.com/articles/2021/cultured-meat/
https://www.foodprocessing.com/industrynews/2021/nestle-rolls-out-analogue-milk/
https://www.scmp.com/economy/china-economy/article/3131211/china-food-security-why-nations-food-crisis-more-livestock
https://www.bloomberg.com/news/articles/2021-04-29/feeding-chickens-is-so-costly-it-s-changing-global-trade-flows
HERD SIZE (MEAT PRODUCTION) COLLAPSING:
https://www.feedstuffs.com/markets/more-downsizing-beef-herd-likely-2021
https://www.fwi.co.uk/livestock/taking-stock/cull-cows-rise-25p-kg-with-numbers-at-100-year-low
https://www.bloomberg.com/news/articles/2021-03-01/australian-steaks-may-vanish-from-world-menu-as-herd-shrinks
https://www.poultryworld.net/Meat/Articles/2021/4/Russia-sees-strongest-poultry-production-decline-in-a-decade-739090E/
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