Ned Schmidt: No Hard Landing in China−Wall Street Can’t See Forest for the Trees
Global Food Prices Heading Higher–World doesn’t have another Brazil
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Jim is pleased to welcome back Ned Schmidt, Publisher of The Agri-Food Value View Report. Ned doesn’t believe China will have a hard landing as so many Wall Street analysts seem to believe. He also notes that McDonald's in China is planning to hire 70,000 workers and open 2,000 retail stores in the next few years. He also discusses the three core Ag stocks to own now, the price of US farmland, and why soybeans are the "new corn."
Ned is a financial engineer specializing in global capital flows. He has been an advocate and practitioner of value oriented investing for thirty years. Ned began his investment career as a security analyst following the oil industry in the early 1970s. In the 1980s he was manager of an investment management group with discretionary responsibility for about $3.5 billion. During the past decade he also taught institutional investment management as The Roland George Visiting Professor of Applied Investments at Stetson University. He currently manages the Argyle Global Equity Appreciation Fund, an offshore mutual fund in the top quartile of global equity funds the past three years by Standard and Poors. Ned currently publishes THE VALUE VIEW GOLD REPORT, and writes for THE GLOBAL ADVISOR published in Toronto.