More of this please

Probably my favorite interview.

More Alan Boyce please.

Great interview coming from a farmer and farmland investor.

Raoul: would it be possible to have Alain back? Thank you!

all i can think about is Michael Burry's almond farms now

That was a really interesting interview. I hope RV can get Alan back in the near future as I learned a lot listening to him speak.

Real vision needs more interviews like this especially covering areas in Agriculture & private markets rather than traditional public market investing. With central bank policy around dictating much of the movements in public markets, some of the real idiosyncratic value are within areas such as Ag, real assets and other private markets.

Well, he was wrong about one thing, Real Vision does have a viewer Visalia Ca. I'm a crop insurance agent in Exeter Ca and all of my clients are in the ag space, I will most certainly talk about this interview with my clients. This interview has really hit home with me and the points he makes about ag here in the central Ca valley are spot on. He failed to mention the nitrates level law in ground water. Several of the large family farms are now having to defend themselves since the state water management agency has found high levels of nitrates in the water below their farms and are now telling them they are responsible for cleaning it up. These underground aquifers are huge the nitrates could have come from many sources even natural sources. I'm convinced that the state of California wants to turn the valley back into a desert. I loved that he spoke about the flip site of global warming, what if these models are flat wrong and we have spent all of our resources on a warmer tomorrow and we get a colder tomorrow? Truly a very thought provoking interview. I look forward to seeing an update, heck I will even watch this one again in a few months I'm sure I will see something I missed the first time.

Definitely in the top 10 of my favorite interviews, this guy is so smart.

Indianapolis farm land... love it!!!!

Excellent perspectives, incredible experience and background. Very much look forward to update interviews if possible.

brilliant. Please have him back!!

Love opportunity of an informed expert speaker on Soft Commodities. Great diversification in interviews. Thank You

Fascinating interview. His insight on the Fed was great. Totally agree with his take on Ag in the San Joaquin Valley of California. Water is going to be a bigger deal going forward. If you're into California history and farming, you should read The King of California. Book about the JG Boswell Company.

Brilliant interview!! Bring him back to talk about his renewable investements!!! Thx

Awesome. Would be nice to get him back to talk about his renewables investing.

So many great trading ideas that we will run out of capital to invest. Sharp statements and brilliant connections. One more reason to be hooked on RVTv

strong interview with valuable information and perspectives WITH actionable ideas!!!

Jacob L. SEK and NOK are not pegged, like DKK is to €

This interview has just become my all time favorite. His knowledge of worldwide ag markets was very impressive! There were probably at least 6 tradable ideas put forward. "Agriculture is not for tourists." Love it!! Thanks for a great interview Raoul, and thanks RVTV.

Excellent interview. Anyone can suggest best place to start learning about agriculture investing for someone without experience in commods or agriculture? Thx

Stunning interview! Please have him back! I was a little disappointed about the technology side of agriculture though - especially since mentioning "ultra modern farming methods" in the intro. How are automatization and new technologies impacting farming? Would also love to know about his renewable projects.

Yes just brilliant, you must invite him back for round two!!!!

Brilliant!! I throughly enjoy listening to and learning from incredibly smart people, of which he is at the top of the list.

Hot Damn, this guy is truly brilliant. I would give my left nut to be half as smart as him. Impressive interview.

Really enjoyed this varied discussion

Wonderful discussion - another please.

Very interesting about the depletion of water aquifers. I would recommend reading a recent National Geographic article about the Mid West aquifers being depleted to the point that the impact on farmers will rival the 1930's dust bowl.

Would leave predicated on Brexit example ignores the fact these 2 countries have done all they can to preserve middle class. Revolution thru the ballot unlikely.

Interesting theory that largest euro countries to leave EU first. Wasnt Grexit anglosaxon medias darling theme for years before Brexit surprises Everybody incl. Soros? Idea that France or Germany woul

Great interview, his bullish case on ag is well made and the way in which he is expressing that bullish view is very interesting. In particular the theme of the millennial food products will continue to run, both in terms of the types of commodities (fruit, nuts, etc) and also on the packaged food side. There has been a lot of value creation from packaged food start up companies in recent years and the incumbent large food companies are having to pay huge multiples to acquire this growth. I liked the perspective on California, yet even today there exists the ability to replicate his Argentine trade. You can buy farmland in certain south american countries like Chile that have comparable growing conditions to California, but at a much lower cost and with great access to water, you also benefit from the counter seasonality One caveat, there is a lot of money being invested in ag tech which could make production much more efficient, definitely something to keep an eye out on. Don't buy corn/wheat etf's, terrible contango, especially for wheat!

Agree with Peter L. Have him return. I like the north / south hemisphere knowledge of this guest.

One of my favourite videos, definitely a sector I will begin to study!

This was brilliant. Would love to see this guy back.

Priceless! Great education on ag, but what made me smile the most was Mr Boyce's explanation of the Fed's myopia: lack of (intellectual, experiential) bio diversity leads to a big echo chamber. Now there's a big fat truth.

wow...one of the best videos and probably the best talking about commodities. please have him on again!

Super!

For so knowledgeable man, to spend 1 hour pitching his commodity's strategy... Shame.

"When you get spectacularly bullish or bearish news and the market doesn't move, that tells you which way people are positioned." I'm putting this quote on the wall in my office.

Excellent, excellent, excellent!!!

Excellent. thank you

I'm definitely a buyer of the 'millennial soft commodity ETF' when it comes out. What a fascinating insight into both the supply & demand of fruit & veg - something you just don't get at your local fruit & veg market!

Excellent.

Would be interested to hear from Alan whether his bullish view on the Danish currency applies to the currencies of Sweden and Norway as well or whether this is a uniquely Danish bet...

wow .. just wow .. this guy clearly knows his stuff

This may be the interview which may get ZERO thumps down!

One of the best!

This was great - wish RV would do more interviews like this

Are the WEAT and CORN ETF's usable for an individual investor or do they have too much contango? I don't know much about Futures. Should you buy calls on CORN or WEAT ETF's?

Fascinating discussion.

Real Vision's timing per usual is excellent. A week ago my family was given an offer on our farm land in Colorado. Incredibly insightful video. Thanks!