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.
Nico was my collaborator on last weekend’s note and is now my “go to” sherpa in the Ag space.
Here is a free link to the 🐿️’s piece from last year on broad-based commodity ETFs - LINK.
Become a paid subscriber to get the audio edition, full show summary and the slide deck - as well as the rest of the 🐿️’s tireless work!