In today’s Exponential Investor…
- It’s not alarmist if it’s true
- How does a supply chain fail?
- Lamb, cow, calf?
We’ve previously been accused of being “alarmist” regarding our view on potential food shortages in the UK.
There’s nothing alarmist about the fact that supply chains across the world, and here in the UK, are at breaking point.
It’s not just a matter of getting goods from ports to locations around the country. It’s about the costs involved in producing, farming, living and surviving.
Nothing is coming easy or cheap at the moment. Where the supply of food in this country is coming from, and how food “security” can be ensured in a world where no sovereign “friend” appears to stay that way, are cause for serious concern.
We’re not saying that you’ll go to the supermarket shelves and they will be bare, or that you’ll be living off tinned soup for eternity.
We are saying that the choice of products you once had won’t be there for long. Some things might disappear from shelves, and you can bet your bottom dollar that everything will get more expensive.
The idea that inflation is going away any time soon is a fallacy. Furthermore, price hikes will continue to hit every part of the supply chain.
Be it calves from lamb, cows from sheep – confusing as it all may get, what you need to understand is that there are some systemic issues with how we get food on the table.
To understand how this might impact you and how it could bleed into your portfolio, then you’ll want to tune into this week’s edition of the Exponential Investor Podcast.
We take sharp aim at the UK food supply, the issues it faces, and consider whether this is a crisis or, perhaps, an opportunity in disguise.You can access it below.
Until next time…
Editor, Exponential Investor
PS We mentioned in today’s podcast a huge interview I recently broadcast with one of the biggest names in the UK about new money and new rules. This was a detailed exposé of how our money is changing, how the control of that money is changing, and how it could impact every single person in the country. To watch the broadcast in full, you can access it here.