Pork Problems

Featuring Shawn Hackett

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.

Published on
1 November, 2018
Topic
Food agriculture, Trading
Duration
16 minutes
Asset class
Commodities
Rating
5

Comments

  • sB

    sylvain B.

    10 11 2018 06:46

    0       0

    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 11 2018 22:49

    0       0

    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 11 2018 01:58

    0       6

    he said ''smart money''+ wears a tie. Fade

  • dm

    dan m.

    2 11 2018 01:58

    0       5

    he said ''smart money''+ wears a tie. Fade

  • WS

    Wouter S.

    1 11 2018 21:23

    2       0

    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.

  • oo

    olga o.

    1 11 2018 19:03

    0       1

    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).

  • TB

    T B.

    1 11 2018 18:10

    1       0

    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?

  • MS

    Mark S.

    1 11 2018 17:13

    7       0

    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.

  • RM

    Russell M.

    1 11 2018 16:52

    1       0

    Decimal error in futures trade summary graffic. The strike should read $130.00

  • V!

    Volatimothy !.

    1 11 2018 11:33

    7       0

    👍 Jake Merl