Harvesting Yield

Featuring Michele Schneider

Michele “Mish” Schneider, director of trading education and research at MarketGauge, is bullish on agriculture. She presents a trade on the relevant ETF in this interview with Alyona Minkovski. Filmed on April 30.

Published on
8 May, 2018
Topic
ETF, Food agriculture, Trading
Duration
13 minutes
Asset class
Equities
Rating
20

Comments

  • CD

    Christine D.

    2 7 2018 21:02

    2       0

    Looks like it was one of the worst trades I could have made in this period. Interesting example how most people usually have no idea what they are talking about. Not trying to troll, more like reflecting on the situation.
    As a recommendation it would be very interesting if realvision put together statistics on its trade ideas and would continuously track how have they performed. You could also build a believability stat for each trader who makes the recommendation for each area (agriculture, gold, equities etc) so the viewers could better assess what recommendation has a bigger likelihood of success.

  • AG

    Adrian G.

    20 6 2018 15:22

    0       0

    Today, we have it for 18,14. Isn't that a good purchase if we consider the forthcoming hurricane season?

  • MS

    Michele S.

    18 5 2018 15:27

    0       0

    Tweet-W/ the stronger dollar, and the firmer rates, DBA which I talked about at @realvision, is still holding what I consider a good support line in the sand-18.40-if can recapture 19.00-that would be positive

  • BC

    Burton C.

    13 5 2018 05:30

    1       0

    Mish certainly has her stuff together! Very clear and concise idea and parameters. I totally agree with her trade. I am in it myself but I am using the RJA. Very similar composition but performing slightly better. RJA is a bit ahead of DBA in its turn up.

    This has the potential of exploding upside over the next 6 months

  • MS

    Michele S.

    10 5 2018 16:26

    0       0

    Going out on a limb here folks-today is the day to get in.

  • RD

    Ryan D.

    10 5 2018 03:40

    1       0

    All RV Trade Ideas should aspire to this level of clarity.

  • VC

    Vince C.

    9 5 2018 08:31

    2       0

    Succinct, good rationale and interesting trade idea. Good one Michele!

  • F

    Floyd .

    8 5 2018 23:16

    1       0

    also consider DBC if you think the commodity complex story looks attractive.

  • SH

    Steve H.

    8 5 2018 20:35

    2       2

    Why the 8-day delay between filming and posting? Fair enough for a general interview, but too long for a trade recommendation.

  • CB

    C B.

    8 5 2018 19:22

    3       0

    DBA is structured as a commodities pool, so holders may receive a K-1. RJA gives similar exposure and is also less expensive. Maybe none of that matters for the pro traders!

  • MS

    Michele S.

    8 5 2018 17:36

    11       0

    Any preferred substitute is fine-the broad ideas are the historical low ratio between equities and commodities, the potential for a hot dry summer, geopolitical concerns and rising inflation. I suggest those interested (or not interested) should avoid overthinking.

  • SA

    Sreenath A.

    8 5 2018 17:21

    0       0

    I like to suggest SOIL ETF if you think DBA is influenced by contango effects. SOIL is however focused on fertilizer stocks.

  • JP

    John P.

    8 5 2018 16:59

    1       0

    I wonder why the focus on DBA instead of JJGB and GRU. I'd rather have a bit more exposure to the grain markets than coffee and sugar. Right now DBA is heavily weight to cocoa simply because it's up 50% in 2018. Fine if you want that, not fine if you don't realize it.

  • RA

    Ricardo A.

    8 5 2018 14:20

    5       0

    Commodity ETFs have have many hidden costs (contango costs of rolling over future contracts). For example in 2016 WTI was up 16% but the USO Oil ETF down 8%. Is this really the best way to gain exposure to commodities?