Thanks to Market Folly for this great read. Passport Capital makes a convincing case for investing in agriculture.
The Case For Agriculture From Hedge Fund Passport Capital –
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.