Hey Lyn! Many macro investors have been discussing a potential food shortage and the increasing cost of commodities/food. We've also heard about the energy crisis and the impact that can have on food/agriculture.

I've been intersted in a long term investment position that is betting on increasing cost of food in the next 5 years. (MacroVoices podcast #337 was a great discussion on this investment thesis).

Would holding an agriculture index ETF ($RJA) basically accomplish this? I feel like I'm missing something. It seems too easy.