Over the last 20 years, I have traveled extensively throughout Brazil and Argentina. I have hosted countless groups ranging from students, journalists, researchers, stock and commodity analysts and investors.
Mato Grosso is my area of expertise; however, I have contacts and experience in most areas of Brazil.
I live in the middle of the country in a city called Goiania. It is about 1.3 million people. It has all the modern day conveniences that one could ask for.
It is my firm belief that anyone researching Brazil should at least experience some of the interior. That could mean an ag tour for the curious to enjoying its scenic beauty and Brazilian sunset.
Tours to Brazil are not cheap. For those in production ag in the northern hemisphere, it is an investment in yourself to know what is going on in the rest of the world.
The recent trade war has disrupted the normal flow of commodities. African Swine Fever is another factor.
The American farmer should count his blessings that special trade war payments are being sent out to help cover the shortfalls with cost of production at this high level. The BR farmers have been the beneficiary of this tit for tat tantrum.
I made my move circa 20 years ago when I recognized what Brazil was doing and what the potentials were long term.
The commodity boom of 2008-2013 gave everyone a false sense of security. The world really does need all this food. As of May 2019, everyone felt like a sucker to have bought into the earlier hype.
I cannot recommend the average Joe invest in Brazil, Joe is simply not ready for the culture here. However, Joe should understand what he is up against.
There are many sources out there these days and most are quite good on Brazil info. After being involved with Brazil ag for circa 20 years, I know one thing for certain.
If I were a young man in the northern hemisphere and I had never been to Brazil, I would use some of my trade war windfall government money and invest in understanding of who I am dealing with long term.
I would go on a tour, I would invest in an international commodity newsletter, or I would call a fellow countryman and peck his brain to the extent he will allow. I would understand my competitor and not just go to the bar, cash my MFP check, and watch football all winter.