| 00:00 - 00:03 | Brazil Soy harvest has reached 85% |
| 00:04 - 00:05 | MT storage is full |
| 00:05 - 00:07 | PR farmer hit us hard |
| 00:08 - 00:12 | Now Rio Grande has no space |
| 00:12 - 00:15 | That bastard Crush plant is now bidding below orginiation |
| 00:17 - 00:19 | I am not worried china will buy |
| 00:19 - 00:21 | They need beans for their pigs |
| 00:24 - 00:26 | My Fuhrer |
| 00:27 - 00:28 | China.. |
| 00:31 - 00:33 | China hasn't bought anything since last week |
| 00:34 - 00:36 | Cofco bidding wants 20c below our origination |
| 00:53 - 00:58 | everyone out except those long basis, board crush, meal premium and soybean oil premium |
| 01:13 - 01:15 | You MFers said crop was 150! |
| 01:15 - 01:17 | China will buy 105MMT |
| 01:18 - 01:23 | Gauchos , vaqueiro f'ked us again, Meal will go to 500?! and we will party in Mar Del Plata |
| 01:25 - 01:28 | Every year the same shit, you are long cash to fuck this company |
| 01:29 - 01:31 | yesterday Pablo wants to buy 2024 soy basis, I should fire him right now |
| 01:31 - 01:34 | 5 years I am here and crop is always bigger |
| 01:34 - 01:37 | I bet with Cargill Head of beans, their crop was too big |
| 01:37 - 01:40 | We should fire this research team along with you |
| 01:40 - 01:42 | My Fuhrer , research uses satellite technology and is 100% confident crop is less than 152.2 |
| 01:42 - 01:46 | You made the same comment last year and thank god I was long board crush |
| 01:46 - 01:48 | My Fuhrer, you are still long board margin |
| 01:48 - 01:52 | Do you log into bloomberg, do you check G&O PnL |
| 01:53 - 01:54 | Crush collapsed!! |
| 01:56 - 01:57 | Hedge and position are the same |
| 01:57 - 02:00 | I have to fake covid to avoid risk call |
| 02:00 - 02:03 | I have to go to lunch with those wheat guys |
| 02:04 - 02:08 | Listen to their Russia Ukraine Russia Ukraine I feel violated |
| 02:08 - 02:13 | I had to get lecture on risk management and stop loss from a wheat trader |
| 02:14 - 02:16 | From a fucking wheat trader! |
| 02:17 - 02:21 | Last year I told them like Denzel King Kong ain't got sh*t on me! |
| 02:27 - 02:29 | Now I am Kevin Hart |
| 02:30 - 02:34 | At least I am long spreads in soybeans |
| 02:34 - 02:36 | NX will go to 300 and we can finish year flat |
| 02:41 - 02:42 | Fine, can someone tell me how much more Brazil farmer has to sell in million tons |
| 02:43 - 02:47 | I have number of 5 commercials but not our own! I should really fire research |
| 02:48 - 02:53 | I should really talk to that cute recruiter from linkedin and go to a fund make 15% |
| 02:54 - 02:56 | Oh well She probably hired Miguel from Bunge |
| 02:56 - 02:59 | even worse some wheat trader from some Geneva trade house |
| 03:00 - 03:02 | Now recession is coming, everything to Kaput |
| 03:04 - 03:07 | Don't worry Research is always safe |
| 03:14 - 03:16 | Start liquidating cash book |
| 03:19 - 03:23 | Sell all the beans Paper Paranagua, FOB, CNF everything |
| 03:25 - 03:26 | and port stocks |
| 03:31 - 03:33 | Patrick, call Cofco |
| 03:40 - 03:46 | Also Call Viterra - we will ship them beans to la plata on a yatch if we have to |
| 03:46 - 03:49 | I always stop out at the bottom |
| 03:53 - 03:56 | I am sure I will regret this |
![[JKL Story #1] The End of Time](/_next/image?url=https%3A%2F%2Fimg.youtube.com%2Fvi%2FY2MGFcj6DY8%2Fhqdefault.jpg&w=1080&q=75)
