Chapter
The Impact of FX Risk on Agritech Industry
51:24 - 1:01:51 (10:26)
The ag input companies charge more in a market where the local currency devalues and farmers can afford to pay more since they earn more by selling their produce into the market. The agritech industry includes seed, chemistry, protection, and software companies.
Clips
SPACs are a good risk-adjusted investment vehicle in highly volatile periods, with two thirds of the sponsor promote needing to hit certain hurdles.
51:24 - 54:38 (03:13)
Summary
SPACs are a good risk-adjusted investment vehicle in highly volatile periods, with two thirds of the sponsor promote needing to hit certain hurdles.
ChapterThe Impact of FX Risk on Agritech Industry
EpisodeE96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Retailers are an influential factor in farmers' adoption of new agricultural technology, including software and tools from various companies.
54:38 - 57:37 (02:58)
Summary
Retailers are an influential factor in farmers' adoption of new agricultural technology, including software and tools from various companies. The fertilizer market is projected to reset, leading to a drop in forward multiples for companies making money in this sector.
ChapterThe Impact of FX Risk on Agritech Industry
EpisodeE96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This podcast discusses the impact of currency exchange rates on ag input companies and farmers, noting that when local currencies devalue, input companies charge more and farmers can pay more due to increased sales in the market.
57:37 - 1:01:51 (04:14)
Summary
This podcast discusses the impact of currency exchange rates on ag input companies and farmers, noting that when local currencies devalue, input companies charge more and farmers can pay more due to increased sales in the market.