Q: Entrepreneur and author Tony Seba has an amazing record of correctly predicting various time frames for a number of disruptions. His prediction of what Robotaxis will potentially do to the auto industry is concerning enough.
My question though, is prediction on how Precision Fermentation will affect the food industry and agriculture. It sounds like by 2030, the dairy industry will essentially be bust followed by meat and egg production in the mid 2030's - if I understand this correctly. My concern is my investment in Nutrien, should this occur. This isn't really all that far into the future.
Also, not sure if 5i has an opinion on Tony Seba's views of the future in general, but I was wondering if investing in an ETF with Precision Fermentation content is a suitable investment. I came across EATV which has a "smallish" portion in this sector, but has a relatively high expense ratio and light volume. Your thoughts ?