Pork Problems

Published on
November 1st, 2018
Topic
Trading, Food agriculture
Duration
16 minutes
Asset class
Commodities

Pork Problems

Trade Ideas ·
Featuring Shawn Hackett

Published on: November 1st, 2018 • Duration: 16 minutes • Asset Class: Commodities • Topic: Trading, Food agriculture

Are we about to witness a massive bull run in meat protein prices? Shawn Hackett, president of Hackett Financial Advisors, takes a deep dive into the global pork industry and explains how basic supply and demand fundamentals will soon be disrupted. He discusses several ways to profit from the opportunity and reviews how to make the trades, in this interview with Real Vision’s Jake Merl. Filmed on October 30, 2018.

Comments

  • sB
    sylvain B.
    10 November 2018 @ 06:46
    Hey Shawn great idea. Would you pair long JBS against a short in WH group to have a hedge on the trade ?
  • PG
    Philippe G.
    2 November 2018 @ 22:49
    Interesting idea, but no comment on the trend of gong vegan these days and alternative protein (plant-based) sources? No, I'm not a vegan evangelist. Far from it. Just something to keep in mind...
  • dm
    dan m.
    2 November 2018 @ 01:58
    he said ''smart money''+ wears a tie. Fade
  • dm
    dan m.
    2 November 2018 @ 01:58
    he said ''smart money''+ wears a tie. Fade
  • WS
    Wouter S.
    1 November 2018 @ 21:23
    He is stating “China is a large importer of bean meal”. This is not true! China does import roughly 94 million mt of Soybeans and nowadays due to Trump the Chinese mainly from Brazil and to lesser extent from Argentina. With an import tariff of 25% on US beans the CME soymeal contract could remain under pressure due to spillover weakness but not because of the mentioned rationale of China importing less meal.
    • MB
      Michael B.
      13 November 2018 @ 04:27
      Yes great clarifications Wouter thanks:)
  • oo
    olga o.
    1 November 2018 @ 19:03
    Great topical story in my opinion but it has 2 main shortcomings: 1. the first option should not be discussed, it is highly illiquid ETN, trades 1738 volume daily on a good day and 2. thesis itself on a pigs destruction by the African swine disease should be detailed a bit deeper (numbers, evidential support).
    • SH
      Shawn H.
      1 November 2018 @ 19:49
      In a 15 minute interview one does not have the time to go over greater detail other than a general overview.
  • TB
    T B.
    1 November 2018 @ 18:10
    The ASF story might be in later innings as this story broke about 2 months ago. I don't think he provided adequate discussion about the risks associated with JBS. Didn't the Batista brothers just get out of jail for bribery?
    • SH
      Shawn H.
      1 November 2018 @ 19:52
      Yes we highlighted asf back in august in our subscriber reports but certainly not yet in late stages. Brazil has corruption risks but jbs settled and paid a fine and the company remains world class. Thx Shawn
  • MS
    Mark S.
    1 November 2018 @ 17:13
    I love Hackett's trade ideas, but you have to get him on to do trade updates. For example, how about an update on the coffee trade. Did he simply get stopped out at 1.15 and is done? Did he re-establish lower? etc. You need trade updates from all of these traders.
    • SH
      Shawn H.
      1 November 2018 @ 19:54
      Will work on providing updates to Realvision on tradei ideas. Great suggestion.
  • RM
    Russell M.
    1 November 2018 @ 16:52
    Decimal error in futures trade summary graffic. The strike should read $130.00
    • RM
      Russell M.
      1 November 2018 @ 17:00
      Occurrs to me I mispelled graphic. Perhaps spell check fuctionality would make us look more elegant.
    • RM
      Russell M.
      1 November 2018 @ 17:09
      Perhaps the functionality to be able to delete ones own comment and repost would be more doable.
    • M.
      Milton .. | Founder
      2 November 2018 @ 21:38
      Thank you Russell, all good now 🤟
  • V!
    Volatimothy !.
    1 November 2018 @ 11:33
    👍 Jake Merl
    • SM
      Sarit M.
      1 November 2018 @ 15:23
      Great debut, Jake!

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