Food Crisis Imminent?

Benny & The Squirrel: Ep. 35 with Nico Hoyt

In Episode 35, Benny & “Farmer Squirrel” welcome Nico Hoyt of ArchAIQ.

Welcome to the wild world of agricultural commodities, where weather, geopolitics and farmer survival collide! Nico is using AI and hard data to replace the guesswork and “FERP”-ing that currently plagues the ag trading world.

Nico brings decades of global trading experience, from clerking in the CME pits to managing capital for family offices and directing institutional grain operations for one of the ABCDs. An American now based in Uruguay, Nico founded ArchaiQ, an end-to-end sovereign tech stack specifically for Ag traders. He is also about to launch PAiQ, a JV with PiQ, a new Ag news and analytics platform. Make sure you follow him on Substack (Nico) / his website / Twitter.

Here is a free link to the 🐿️’s piece from last year on broad-based commodity ETFs - LINK.

Also, Benny recently created a market dashboard in the Perplexity Computer as he continues to dive deeper into Agentic AI. Including a screenshot below for everyone but from now on he plans to send a daily screen shot of it out to his private chat for paid subscribers.

Become a paid subscriber to get full show notes, Benny’s personal thoughts, the episode slide deck, and the rest of my work. Paid subs also get access to my real time chat where I share a morning summary of the markets, random trades I put on that I find interesting, and market color I get daily from my vast network of PM’s, traders, and brokers.