Podcasts about Rabobank

US inflation in April reached its highest level in three years, driven in part by the war in Iran. The volume of oil flows affected by the conflict is three times larger than the disruption caused by the Russian invasion of Ukraine, yet many firms – especially in the US – don't seem too concerned. According to our analysts, they should be. Join us for an enlightening, if not light-hearted, discussion about the impact of this crisis and how it affects the economic future for the US, Europe, and the global economy. Our guests: Jane Foley, Head of Foreign Exchange Strategy, RaboResearch Christian Lawrence, Head of Americas & Energy Market Strategy, RaboResearch Joe DeLaura, Senior Energy Strategist, RaboResearch Relevant time stamps: 2:11 – The US-Israel campaign against Iran and the immediate energy market shock. 6:52 – Why markets could be underestimating the length and impact of the crisis. 14:02 – The macroeconomic, inflationary, and consumer impacts of higher energy prices. 27:04 – Implications of the Iran war for Fed policy and interest rates. 31:21 – How the conflict is shifting our perspectives on globalization and geopolitics. 44:43 – Broader macroeconomic themes: taxes, tariffs, European growth, and the economic growth outlook for the rest of the year. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are those of the individuals and not Rabobank or its affiliates, and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

Duco van Lanschot is a Dutch fintech entrepreneur and the founder of Duna, a fast-growing technology company focused on business identity. Through Duna, he is building infrastructure that enables banks, fintechs and platforms to verify and onboard businesses, think KYC on Business Customers, more quickly and with less friction. The company was founded in 2023 by Duco and David Schreiber, and in a short period of time it has already raised more than €40 million in funding: first a €11 million seed round in 2025, followed by a €30 million Series A in February 2026. According to Duna, customers including Plaid, CCV-Fiserv, Moss, bol and Brand New Day Bank are already using the platform. Before founding Duna, Duco worked at a number of well-known companies in tech and fintech. At Stripe, he was responsible for the Benelux and DACH regions, he served as Chief Commercial Officer at Fourthline, and at Blendle he worked on the company's international expansion. Before that, he started his career at McKinsey & Company. Finally, Duco studied law at Utrecht University. He is 38 years old and lives in Amsterdam with his wife and two children.   *** Leaders in Finance is made possible by the support of EY, Mogelijk Vastgoedfinancieringen, and Lepaya. More information about our partners is available at our partner page.   *** Books mentioned in this episode: Man's search for meaning, Viktor E. Frankl Siddhartha, Hermann Hesse Influence: The Psychology of Persuasion, Robert B. Cialdini   *** Want to stay up to date with Leaders in Finance? Subscribe to the newsletter.   *** Questions, suggestions, or feedback? We'd love to hear from you! You can reach us via email at info@leadersinfinance.nl and check out our website.   *** Previous guests on the Leaders in Finance podcast include:  Klaas Knot (President DNB), Frank Elderson (Executive Board, ECB), Roland Boekhout (CEO ASN Bank), Gerrit Zalm (former Minister of Finance and former CEO of ABN AMRO),  Ingrid de Swart (member of the Executive Board, a.s.r.), Pinar Abay (Management Board ING, Head of Retail Banking), Robert Swaak (CEO ABN AMRO), Marcel Zuidam (CEO NN Bank), Saul van Beurden (CEO Consumer, Small & Business Banking, Wells Fargo), David Knibbe (CEO NN Group), Janine Vos (Executive Board, Rabobank), Nadine Klokke (CEO Knab), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos Bank), Nout Wellink (former President DNB), Onno Ruding (former minister of finance), Yoram Schwarz (CEO Movir), Laura van Geest (Executive Board, AFM),  Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (supervisory board member, including at Rabobank and Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (C supervisory board member, including at Rabobank and Achmea), Marguerite Soeteman-Reijne (Chair Aon Holdings), Lidwin van Velden (CEO Nederlandse Waterschapsbank), Jan-Willem van der Schoot (CEO Mastercard NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (former Chair ESMA), Radboud Vlaar (CEO Finch Capital), Jos Baeten (CEO a.s.r.), Karin van Baardwijk (CEO Robeco), Annette Mosman (CEO APG). 

Former ASN Bank CEO Martijn Gribnau returns to Leaders in Finance — almost five years after his first appearance. From leading a major Dutch bank to helping build agentic AI company Quant in New York: what has he learned about leadership, innovation, and the future of financial services? In this episode, Martijn shares why AI will fundamentally change banking, why Europe risks falling behind the US and China, what boards and CEOs should do today, and why “not experimenting” may now be the biggest risk.   *** Leaders in Finance is made possible by the support of EY, Mogelijk Vastgoedfinancieringen, and Lepaya. More information about our partners is available at our partner page.   *** Listen to the previous episode with Martijn Gribnau   *** Want to stay up to date with Leaders in Finance? Subscribe to the newsletter.   *** Questions, suggestions, or feedback? We'd love to hear from you! You can reach us via email at info@leadersinfinance.nl and check out our website.   *** Previous guests on the Leaders in Finance podcast include:  Klaas Knot (President DNB), Frank Elderson (Executive Board, ECB), Roland Boekhout (CEO ASN Bank), Gerrit Zalm (former Minister of Finance and former CEO of ABN AMRO),  Ingrid de Swart (member of the Executive Board, a.s.r.), Pinar Abay (Management Board ING, Head of Retail Banking), Robert Swaak (CEO ABN AMRO), Marcel Zuidam (CEO NN Bank), Saul van Beurden (CEO Consumer, Small & Business Banking, Wells Fargo), David Knibbe (CEO NN Group), Janine Vos (Executive Board, Rabobank), Nadine Klokke (CEO Knab), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos Bank), Nout Wellink (former President DNB), Onno Ruding (former minister of finance), Yoram Schwarz (CEO Movir), Laura van Geest (Executive Board, AFM),  Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (supervisory board member, including at Rabobank and Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (C supervisory board member, including at Rabobank and Achmea), Marguerite Soeteman-Reijne (Chair Aon Holdings), Lidwin van Velden (CEO Nederlandse Waterschapsbank), Jan-Willem van der Schoot (CEO Mastercard NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (former Chair ESMA), Radboud Vlaar (CEO Finch Capital), Jos Baeten (CEO a.s.r.), Karin van Baardwijk (CEO Robeco), Annette Mosman (CEO APG). 

Send us Fan MailWe spreken met Milou Graas en Jurrit de Vries van Rabobank over de uitdagingen en kansen van Generative AI binnen een grote financiële organisatie.Hoe bouw je een analytics platform waarop honderden data scientists, engineers en analisten veilig kunnen experimenteren met AI? En hoe combineer je innovatie met strenge regelgeving, datakwaliteit en verantwoordelijkheid richting klanten?We gaan in op de GenAI-strategie van Rabobank, de rol van experimenteeromgevingen zoals Open Lab en One Lab, en de afwegingen rondom cloud, security, compliance en datagebruik. Daarnaast bespreken we onderwerpen als AI-governance, anti-witwasprocessen, datakwaliteit, vendor lock-in en de opkomst van agentic AI binnen de financiële sector.Een open gesprek over de realiteit van AI-adoptie in een gereguleerde omgeving, waar snelheid, veiligheid en schaalbaarheid continu met elkaar in balans moeten worden gebracht. De Dataloog is de onafhankelijke Nederlandstalige podcast over data & kunstmatige intelligentie.Hier hoor je alles wat je moet weten over de zin en onzin van data, de nieuwste ontwikkelingen en echte verhalen uit de praktijk. Onze hosts houden het altijd begrijpelijk, maar schuwen de diepgang niet.Vind je De Dataloog leuk? Abonneer je op de podcast en laat een review achter.

Last month, our colleagues Kees de Wit and Tom van Disseldorp travelled to Sorrento, Italy, at the invitation of Objectway for OWIN26. During this multi-day event, they spoke with C-level leaders and senior decision-makers from across the European financial services industry. In this episode, host Kees de Wit speaks with Alberto Cuccu (COO International at Objectway) about what it really takes to scale in wealth management industry today. They explore why strong platform foundations are essential before true differentiation can happen, how “solution as-a-service” differs from traditional SaaS, and why most innovation efforts fail when approached in isolation. The conversation also looks ahead, unpacking the growing role of AI in financial services, from automating operations to reshaping advisory roles, while highlighting one key constant: human judgment and emotion remain central. *** Leaders in Finance is made possible by the support of EY, Mogelijk Vastgoedfinancieringen, and Lepaya. More information about our partners is available at our partner page.   *** Want to stay up to date with Leaders in Finance? Subscribe to the newsletter.   *** Questions, suggestions, or feedback? We'd love to hear from you! You can reach us via email at info@leadersinfinance.nl and check out our website.   *** Previous guests on the Leaders in Finance podcast include:  Klaas Knot (President DNB), Frank Elderson (Executive Board, ECB), Roland Boekhout (CEO ASN Bank), Gerrit Zalm (former Minister of Finance and former CEO of ABN AMRO),  Ingrid de Swart (member of the Executive Board, a.s.r.), Pinar Abay (Management Board ING, Head of Retail Banking), Robert Swaak (CEO ABN AMRO), Marcel Zuidam (CEO NN Bank), Saul van Beurden (CEO Consumer, Small & Business Banking, Wells Fargo), David Knibbe (CEO NN Group), Janine Vos (Executive Board, Rabobank), Nadine Klokke (CEO Knab), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos Bank), Nout Wellink (former President DNB), Onno Ruding (former minister of finance), Yoram Schwarz (CEO Movir), Laura van Geest (Executive Board, AFM),  Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (supervisory board member, including at Rabobank and Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (C supervisory board member, including at Rabobank and Achmea), Marguerite Soeteman-Reijne (Chair Aon Holdings), Lidwin van Velden (CEO Nederlandse Waterschapsbank), Jan-Willem van der Schoot (CEO Mastercard NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (former Chair ESMA), Radboud Vlaar (CEO Finch Capital), Jos Baeten (CEO a.s.r.), Karin van Baardwijk (CEO Robeco), Annette Mosman (CEO APG). 

Iedere week in Toegevoegde Waarde duiken Anna Dijkman en Marijn Jongsma van het FD in de fascinerende wereld van de economie. Staat Iran als een ‘rope-a-dopende’ Muhammad Ali tegenover de Verenigde Staten in de ring? En hoe lang duurt het nog voordat de wereld zonder kerosine of kunstmest komt te zitten? In deze aflevering analyseren Anna Dijkman en Marijn Jongsma de economische gevolgen van de oorlog in Iran en waarom een relatief zwakke partij als Iran toch erin slaagt de wereldeconomie maandenlang in zijn greep te houden. Aan de hand van het legendarische boksgevecht ‘rumble in the jungle’ uit 1974 bespreken ze hoe asymmetrische conflicten werken. Waarom winnen zwakkere partijen steeds vaker van veel machtigere tegenstanders? En waarom lijken de Verenigde Staten de Iraanse strategie structureel te onderschatten? Met inzichten uit de speltheorie, geopolitiek en diplomatie kijken Anna en Marijn naar de oplopende economische én politieke kosten van het conflict. Daarnaast duikt Marijn in een uitgebreide stresstest van Rabobank naar de wereldwijde oliemarkt. Wat gebeurt er als de Straat van Hormuz langdurig geblokkeerd blijft? Welke regio’s krijgen als eerste te maken met fysieke tekorten aan olieproducten? En waarom dreigen bloemenexporteurs en vakantiegangers straks als eersten de rekening te betalen? Ook beantwoorden ze een luisteraarsvraag over kunstmest. Kan dierlijke mest een alternatief worden voor dure kunstmest uit de Golfregio? En waarom blijkt het verwerken van mest tot bruikbare kunstmestkorrels in de praktijk zo ingewikkeld en duur? Redactie & Montage: Jort Siemes Presentatie: Anna Dijkman en Marijn JongsmaSee omnystudio.com/listener for privacy information.

Iedere week in Toegevoegde Waarde duiken Anna Dijkman en Marijn Jongsma van het FD in de fascinerende wereld van de economie. Staat Iran als een ‘rope-a-dopende’ Muhammad Ali tegenover de Verenigde Staten in de ring? En hoe lang duurt het nog voordat de wereld zonder kerosine of kunstmest komt te zitten? In deze aflevering analyseren Anna Dijkman en Marijn Jongsma de economische gevolgen van de oorlog in Iran en waarom een relatief zwakke partij als Iran toch erin slaagt de wereldeconomie maandenlang in zijn greep te houden. Aan de hand van het legendarische boksgevecht ‘rumble in the jungle’ uit 1974 bespreken ze hoe asymmetrische conflicten werken. Waarom winnen zwakkere partijen steeds vaker van veel machtigere tegenstanders? En waarom lijken de Verenigde Staten de Iraanse strategie structureel te onderschatten? Met inzichten uit de speltheorie, geopolitiek en diplomatie kijken Anna en Marijn naar de oplopende economische én politieke kosten van het conflict. Daarnaast duikt Marijn in een uitgebreide stresstest van Rabobank naar de wereldwijde oliemarkt. Wat gebeurt er als de Straat van Hormuz langdurig geblokkeerd blijft? Welke regio’s krijgen als eerste te maken met fysieke tekorten aan olieproducten? En waarom dreigen bloemenexporteurs en vakantiegangers straks als eersten de rekening te betalen? Ook beantwoorden ze een luisteraarsvraag over kunstmest. Kan dierlijke mest een alternatief worden voor dure kunstmest uit de Golfregio? En waarom blijkt het verwerken van mest tot bruikbare kunstmestkorrels in de praktijk zo ingewikkeld en duur? Redactie & Montage: Jort Siemes Presentatie: Anna Dijkman en Marijn JongsmaSee omnystudio.com/listener for privacy information.

This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.  For those wanting to thank Francois for years of fantastic industry coverage, please reach out: FSonneville@yahoo.co.uk.  We discuss individual company results at the following timestamps:  Heineken (7:32): Results are stable heading into a leadership transition. AB InBev (15:44): Revenue, volumes, and EBITDA are all well ahead of expectations. RTDs, Michelob, and Busch are filling the gap left by Bud Light.  Constellation Brands (24:20): Business is stabilizing following a tough year in 2025. Royal Unibrew (32:22): Despite strong results from a highly diversified business, the headline was the loss of the PepsiCo business in Denmark, Finland, and the Baltic states, which account for nearly one-sixth of company revenue.   Carlsberg (38:40): Both volume and revenues grew, with strong performance in the UK as the integration of Britvic goes forward. The headline is the switch from Coca-Cola to PepsiCo in Denmark and Finland and taking on the Baltic states from Royal Unibrew.  Molson Coors (48:20): Volume is down, but revenues are flat with improved EBITDA, though costs pressures – aluminum in particular – remain a headache.      Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Jamie Mackay talks to Scott and Stacey Mackereth, Emma Higgins, Dr John Roche, Winston Peters, and Jane Smith.See omnystudio.com/listener for privacy information.

Experts believe the beef industry will remain on strong footing for the rest of the year. A new report shows international demand continues to prop up the sector, with large volumes of beef being shipped to the United States and China. Rural Editor Emily Minney spoke with Rabobank's Angus Gidley-Baird about the outlook.See omnystudio.com/listener for privacy information.

Elliott Hasselbring, Growmark Product Manager of Urea and UAN, joins the program to discuss a volatile fertilizer market and the impact on planting season.John Bode, President and CEO of the Corn Refiners' Assocation, talks about USMCA, food affordability and a possible extension from last month's Washington Watch event.Stephen Nicholson, North American Head of Crops at Rabobank, takes a look at the day's markets.

Last month, our colleagues Kees de Wit and Tom van Disseldorp travelled to Sorrento, Italy, at the invitation of Objectway for OWIN26. During this multi-day event, they spoke with C-level leaders and senior decision-makers from across the European financial services industry. In this extra episode of Leaders in Finance, Tom speaks with Alexander Cassar, CEO UK at Objectway. They explore how wealth management firms can scale through modular, composable platforms while remaining client-centric. The conversation covers operational excellence, the impact of AI, and the importance of balancing customisation with efficiency. Alexander also shares his perspective on why trust continues to be the most underestimated driver in financial services.   *** Leaders in Finance is made possible by the support of EY, Mogelijk Vastgoedfinancieringen, and Lepaya. More information about our partners is available at our partner page.   *** Want to stay up to date with Leaders in Finance? Subscribe to the newsletter.   *** Questions, suggestions, or feedback? We'd love to hear from you! You can reach us via email at info@leadersinfinance.nl and check out our website.   *** Previous guests on the Leaders in Finance podcast include:  Klaas Knot (President DNB), Frank Elderson (Executive Board, ECB), Roland Boekhout (CEO ASN Bank), Gerrit Zalm (former Minister of Finance and former CEO of ABN AMRO),  Ingrid de Swart (member of the Executive Board, a.s.r.), Pinar Abay (Management Board ING, Head of Retail Banking), Robert Swaak (CEO ABN AMRO), Marcel Zuidam (CEO NN Bank), Saul van Beurden (CEO Consumer, Small & Business Banking, Wells Fargo), David Knibbe (CEO NN Group), Janine Vos (Executive Board, Rabobank), Nadine Klokke (CEO Knab), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos Bank), Nout Wellink (former President DNB), Onno Ruding (former minister of finance), Yoram Schwarz (CEO Movir), Laura van Geest (Executive Board, AFM),  Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (supervisory board member, including at Rabobank and Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (C supervisory board member, including at Rabobank and Achmea), Marguerite Soeteman-Reijne (Chair Aon Holdings), Lidwin van Velden (CEO Nederlandse Waterschapsbank), Jan-Willem van der Schoot (CEO Mastercard NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (former Chair ESMA), Radboud Vlaar (CEO Finch Capital), Jos Baeten (CEO a.s.r.), Karin van Baardwijk (CEO Robeco), Annette Mosman (CEO APG). 

Rabobank’s Senior Ag Analyst reviews the bank’s May Agribusiness Monthly Report as we look at the prospects for dairy, beef, sheep, fuel, fertiliser, plus interest and exchange rates.See omnystudio.com/listener for privacy information.

Rabobank has just released their latest agribusiness monthly report for May, and it's good news for Kiwi farmers. The report has positive prospects for beef and dairy, thanks to ongoing international demand. The Country's Jamie Mackay explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

De afgelopen jaren is er door de inval van Rusland in Oekraine weer meer aandacht en geld beschikbaar voor Defensie en haar toeleveranciers. Dat geldt ook voor het in Tiel gevestigde Defenture, dat zich richt op militaire voertuigen. Toch weet het defensiebedrijf tot nu toe amper te profiteren door trage besluitvorming bij het Ministerie van Defensie. Rene de Wit, interim ceo van Defenture is te gast in BNR Zakendoen. Macro met Mujagić/Boot Elke dag een intrigerende gedachtewisseling over de stand van de macro-economie. Op maandag en vrijdag gaat presentator Thomas van Zijl in gesprek met econoom Arnoud Boot, de rest van de week praat Van Zijl met econoom Edin Mujagić. Ook altijd terug te vinden als je een aflevering gemist hebt. Blik op de wereld Wat speelt zich vandaag af op het wereldtoneel? Het laatste nieuws uit bijvoorbeeld Oekraïne, het Midden-Oosten, de Verenigde Staten of Brussel hoor je iedere werkdag om 12.10 van onze vaste experts en eigen redacteuren en verslaggevers. Ook los te vinden als podcast. Beleggerspanel Techbedrijven zorgen voor optimisme op de beurzen De kwartaalcijfers vliegen om de oren, maar wat valt er op? En: Apple en Intel vallen na een scheiding toch elkaar weer in de armen. Dat en meer bespreken we in het beleggerspanel met: Mary Pieterse-Bloem, Head of Investment Office (CIO) bij Rabobank en hoogleraar financiële markten aan de Erasmus School of Economics en Wim Zwanenburg, beleggingsstrateeg bij Stroeve Lemberger Luister | Beleggerspanel l Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

De kwartaalcijfers vliegen om de oren, maar wat valt er op? En: Apple en Intel vallen na een scheiding toch elkaar weer in de armen. Dat en meer bespreken we in het Beleggerspanel van BNR Zakendoen Panelleden Presentator Thomas van Zijl gaat in gesprek met het Beleggerspanel, dat deze keer bestaat uit: Mary Pieterse-Bloem, Head of Investment Office (CIO) bij Rabobank en hoogleraar financiële markten aan de Erasmus School of Economics Wim Zwanenburg, beleggingsstrateeg bij Stroeve Lemberger Abonneer je op de podcast Ga naar de pagina van het Beleggerspanel en abonneer je op de podcast, ook te beluisteren via Apple Podcast, Spotify en elke dinsdag live om 11:30 uur in BNR Zakendoen.See omnystudio.com/listener for privacy information.

Rabobank has just released their latest agribusiness monthly report for May, and it's good news for Kiwi farmers. The report has positive prospects for beef and dairy, thanks to ongoing international demand. The Country's Jamie Mackay explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Jamie Mackay talks to Erica Stanford, Michael Every, and David Seymour. See omnystudio.com/listener for privacy information.

Rabobank's Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production. As Brazil relies heavily on long‑distance truck transport to move agricultural products inland, logistics costs can negatively impact Brazilian farm margins. Sugar prices have been on a roller-coaster ride in recent weeks, and Andy explains why the high probability of an El Niño event is a key price driver to watch.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

João Paulo Frossard, da equipe de pesquisa setorial do Rabobank nos EUA, fala com Andy Duff sobre seu relatório recente focado em como o uso crescente de medicamentos GLP-1 impacta o consumo de alimentos e bebidas nos EUA e na Europa. O tema tem relevância específica para o Brasil. A patente da semaglutida, que é um tipo de substância GLP-1 e o princípio ativo de medicamentos bem conhecidos, como Ozempic e Wegovy, expirou em março deste ano. Já há uma fila de medicamentos à base de semaglutida produzidos pela indústria farmacêutica nacional aguardando análise da ANVISA.   Consulte nosso disclaimer em https://www.rabobank.com.br/conhecimento/disclaimer/011483208/disclaimer para saber sobre as limitações do conteúdo publicado neste podcast. 

De wereldorde wankelt. Nu de Straat van Hormuz op slot zit en de Amerikaanse invloed in de Golf verdampt, duiken Rogier van Bemmel, Ad Verbrugge en Willem Middelkoop in de perfecte storm die boven ons hangt. In deze uitzending bespreken zij de explosieve cocktail van geopolitieke escalatie en economische chaos. Krijgt de Rabobank gelijk met een inflatie van 8% tegen de kerst? Terwijl China de lachende derde lijkt in het conflict tussen de VS en Iran, analyseert het duo de 'zelfverminking' van Europa en de onvermijdelijke verschuiving van de mondiale macht. Koop nu je kaartjes voor de Theater Tour! ⭐7 mei: Op Hodenpijl, Schipluiden met Kees de Kort: https://ophodenpijl.nl/evenement/nieuwe-wereld-kees-de-kort/?occurrence=2026-05-0719 mei: Grote Kerk Alkmaar met Maurice de Hond: https://grotekerkalkmaar.nl/tickets/seizoen-25-26/de-nieuwe-wereld-ondergang-van-het-avondland/?showId=3878151937-177159177816 juni: De Maagd, Bergen op Zoom: Willem Middelkoop: https://www.demaagd.nl/agenda/ondergang-van-het-avondland-de-nieuwe-wereld-4xn6Steun DNWMaak het geluid van de Nieuwe Wereld mogelijk. Zonder uw steun geen DNW! Word lid of doneer:

code geel / vitesse / hans van den heuvel / hans spekman / sharon dijksma productie: meer van ditmuziek: keez groentemanwil je adverteren in deze podcast? stuur een mailtje naar: adverteerders (direct): adverteren@meervandit.nl(media)bureaus: adverteren@bienmedia.nl Hosted on Acast. See acast.com/privacy for more information.

Jamie Mackay talks to Todd McClay, Matt Keyte, Blair McLean, Jane Smith and Shane Jones.See omnystudio.com/listener for privacy information.

Estrenamos este club de lectura con un ensayo filosófico, el primer libro del ciclista Guillaume Martin del equipo Groupama FDJ: "La sociedad del pelotón". Cierto es que hemos arrancado este club con una lectura exigente, pero tenía al mejor compañero de charla para analizarlo y aterrizar las reflexiones del autor. Pedro Horrillo (Eibar, 1974) se retiró del pelotón en 2009 tras su regreso a la competición una vez recuperado milagrosamente de una aparatosa caída en el Giro de Italia de aquel año. Compitió en los equipos Vitalicio Seguros, Mapei, Quick Step y Rabobank. Fue estudiante de filosofía, columnista de El País y es un gran escritor, aunque últimamente nos deleite poco con esa afición (¡Vuelve, Pedro!),Junto a él charlamos sobre la obra de Guillaume Martin, a la vez que nos lleva al pelotón de sus días con líderes como Tom Boonen, Paolo Bettini o el propio Óscar Freire.Atentos a las redes porque pronto anunciaré el siguiente libro que será objeto de este Club de Lectura y estoy segura de que os gustará mucho.¡Gracias por leer y por acompañarnos!RESUMEN:00:00 - 09:19 Dos filósofos, dos puntos de vista: ¿el ciclismo es un deporte individual o colectivo?09:19 - 16:49 La intrahistoria de su victoria en París - Niza siendo gregario de Tom Boonen y gracias a su beneplácito. 16:49 - 24:45 La escapada como el símil perfecto para entender nuestro comportamiento en sociedad.25:00 - 28:00 Sobre la victoria y la pérdida de instinto.28:05 - 35:30 ¿Es el simple hecho de participar suficiente para el deportista? Rotundo NO.35:33 - 44:38 ¿Por qué los mejores corredores del mundo fichan siempre por el/los mismos equipos? 44:40 - 50:25 El ciclismo ansioso de victorias y de dinero, reflejo de la sociedad hiperconsumista. 50:25 - 58:15 ¿Qué es un buen líder? ¿Quién es un buen líder?58:15 - 01:03:40 El despertar de los instintos más primarios en carrera por pura superviviencia.01:03:45 - 01:05:00 La adicción a la adrenalina.01:05:00 - 01:08:18 Conclusiones.Ficha técnica:Título: La sociedad del pelotón (La société du peloton - título original)Autor: Guillaume Martin.Año de edición: 2022Editorial: Libros de ruta.Traducción: Marcos Pereda.

The chief executive of Rabobank announces the winners of the 2026 Good Deeds Community Hub Competition.See omnystudio.com/listener for privacy information.

Jamie Mackay talks to Christopher Luxon, Farmer Tom Martin, Dr Jacqueline Rowarth, and Winston Peters. See omnystudio.com/listener for privacy information.

Rabobank’s GM of Country Banking says farm worker pay growth has levelled off in the last few years, after a post-pandemic period of rapid growth. The 2026 Federated Farmers-Rabobank Farm Remuneration Report, released today, shows the average salary for a farm worker increased by $1,367 to $72,778, or a weighted average rise of 3% across 13 job positions.See omnystudio.com/listener for privacy information.

Wine supplies continue to outstrip demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers return to discuss the larger-than-(some)-expected 2025 California grape crush, the path to equilibrium in wine supply, and whether the costs of domestic production and competition from imports mean that every acre of wine grapes pulled out of production will never come back.  Topics covered in this discussion:  The results from the California Grape Crush Report, why prices from that report don't reflect the actual health of wine grape and bulk wine pricing, and why so many industry analysts dramatically underestimated the size of last year's harvest.  What the optimal strategy for wineries and growers is and whether buyers are pulling back on contracted commitments at the expense of future stability.  What is going to happen to all those mothballed vineyards. The role of imports in replacing lost acres in California and the possibility that all future incremental demand for wine volumes in the US will be met by foreign producers.   Relevant time stamps:  03:20 – The status of acreage rightsizing in California and the not-so-good fate of mothballed vineyards. 22:45 – The bulk wine market, demand, and the lack of demand for old vintage wine. 33:30 – The crush report and what it means for different regions and growers. 43:15 – The financialization of the wine industry and incentives to leave your growers out in the cold. 52:30 – Imports, the road to recovery, and the dark world the future could hold.   Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Neste episódio do podcast Foco no Agronegócio, Bruno Fonseca recebe Maria Julia França, do Rabobank, e Matheus Azevedo, da Bayer, para uma conversa aprofundada sobre os desafios do crédito no agro e as soluções financeiras que estão viabilizando o financiamento das safras. O papo passa pelo cenário atual do produtor rural, pelo uso de FIAGRO/FIDC, estruturas dolarizadas e pela parceria Rabobank-Bayer como exemplo de inovação e sustentabilidade financeira para toda a cadeia do agronegócio.     Consulte nosso disclaimer em https://www.rabobank.com.br/conhecimento/disclaimer/011483208/disclaimer para saber sobre as limitações do conteúdo publicado neste podcast. 

Jamie Mackay talks to Shane Jones, Lucas Smith, Taine Randell, and Jane Smith. See omnystudio.com/listener for privacy information.

This episode features Andrea Lendewig, Head of Research & Development at IFCN, discussing her Real Science Exchange webinar presentation Global Dairy Market Status and 2035 Perspectives. Joining the conversation are Philipp Goetz, Head of Sales and Business Development at IFCN; Lucas Fess, Senior Dairy Analyst with Rabobank; and Jeremy Painter, Vice President of Global Commercial Operations for Animal Nutrition & Health at Balchem. Together, the panel examines current milk production trends, regional differences, butter and protein markets, exports, herd dynamics, and what the next decade may hold for global dairy. Andrea opens by outlining IFCN's global dairy data network and explains how annual farm‑level data collection and monthly updates allow IFCN to monitor milk production, prices, and costs across major dairy regions. She highlights a major industry milestone: global milk production surpassing 1 billion tons, driven by growth across multiple regions. (04:40) The discussion then turns to recent production trends. The panel explains how the U.S. has shown consistent strength, while the EU experienced slower growth early before unexpected late‑season increases. China and parts of Latin America continue to grow production but remain dependent on international markets. Weather, animal health, and strong milk prices aligned to create production surprises in several regions. (17:30) Andrea and Lucas examine global milk price dynamics, focusing on the growing divergence between butter and cheese prices over the last decade. Butter prices have increasingly driven global milk price signals, influencing producer behavior and trade flows. One notable shift discussed is the U.S. becoming a net exporter of butter in 2025 after more than a decade as a net importer. (25:10) The panel also explores rising costs of milk production. IFCN data show that milk production costs have increased sharply over the last five years, with roughly 75% of countries now facing costs above $40 per hundredweight. These pressures are influencing farm investment decisions, particularly in regions with stricter environmental regulations. (28:30) Herd dynamics and beef‑on‑dairy economics are another key theme. Lucas and Jeremy describe how record beef prices have reshaped breeding decisions in the U.S., increased calf values, and encouraged producers to keep cows longer. This dynamic has contributed to U.S. herd growth and stronger-than-expected milk supply, raising the question of whether current production trends represent a new normal. (35:00) The conversation contrasts structural differences between Europe, and the U.S. European producers face tighter environmental regulations, land constraints, and aging farmer demographics, limiting expansion. In response, many EU farmers are diversifying income through solar energy, agri‑tourism, and land leasing rather than increasing milk output. Both IFCN and Rabobank suggest 2025 may represent peak milk production for the EU under current conditions. (45:00) Attention then shifts to exports and demand. Lucas outlines where U.S. dairy exports are growing—especially in Mexico, Asia, and emerging markets—and explains why exports will be critical as domestic consumption grows more slowly than production. The panel also discusses rising consumer interest in protein, from high‑protein milk and beverages to whey ingredients, and how this trend supports long‑term dairy demand. (51:00) Looking ahead to 2035, Andrea and Philip share IFCN's long‑term outlook. The U.S. is expected to drive most global production growth, while Europe trends closer to self‑sufficiency and Oceania remains export‑focused. Demand growth—driven by population increases and more westernized diets in Asia, Africa, and the Middle East—is expected to outpace supply growth, supporting higher dairy prices over time. (57:30) In closing, the panel reflects on key takeaways: the importance of data‑driven decisions, diversification of farm income, continued productivity gains through genetics and technology, and strong long‑term fundamentals for dairy. While risks remain, the group agrees the global dairy sector is well positioned for the next decade. (01:02:00) Please subscribe and share with your industry friends. Invite more people to join us at the Real Science Exchange virtual pub table. Please be sure to register for our upcoming Real Science Lecture Series webinars. Finally, if you want one of our Real Science Exchange t-shirts, screenshot your rating, review, or subscription, and email a picture to anh.marketing@balchem.com. Include your size and mailing address, and we'll mail you a shirt.

Jamie Mackay talks to Damien O'Connor, Mark Ericksen, Emma Higgins, Todd McClay, and Anne-Marie Roerink.See omnystudio.com/listener for privacy information.

In late March, Brown-Forman Corporation and Pernod Ricard confirmed they were in talks about a potential merger that would bring together giant brands like Jack Daniels, Herradura, Woodford Reserve, Jameson, Beefeater, Absolut, and Chivas Regal. It would be a formidable lineup, which in terms of spirit sales would rival the scale of Diageo – long the largest spirits business in the history of the universe. Equity analyst Richard Withagen of Kepler Cheuvreux joins us to discuss the details and outlook for this blockbuster deal.    Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Humanizing AI How Conversational Technology Is Reshaping Business & Connection with Peter Swimm What if AI didn't replace human connection… but actually enhanced it? In this forward-thinking episode of The Hurricane H Show, we sit down with Peter L. Swimm — founder of Toilville LLC and a leading voice in conversational AI — to explore how technology is evolving beyond automation into something far more human-centered. With experience building AI systems for global organizations like Walmart and Rabobank, and contributing to platforms such as Microsoft Copilot Studio, Peter is at the forefront of designing intelligent systems that don't just respond — but understand, adapt, and connect. We dive into the real role of conversational AI in business, healthcare, and everyday life — and how organizations can leverage it to preserve institutional knowledge, improve customer experience, and scale without losing the human touch. This conversation challenges the fear-driven narrative around AI and instead reveals a future where technology amplifies human expertise rather than replaces it. If you're a business leader, innovator, or simply curious about where AI is truly headed — this episode will give you clarity, perspective, and a practical path forward. Learn more: https://www.toilville.com/ #ArtificialIntelligence #ConversationalAI #FutureOfWork #HumanCenteredAI #DigitalTransformation #BusinessInnovation #AILeadership #TechForGood #Automation #EMBCNetwork

Humanizing AI How Conversational Technology Is Reshaping Business & Connection with Peter Swimm What if AI didn't replace human connection… but actually enhanced it? In this forward-thinking episode of The Hurricane H Show, we sit down with Peter L. Swimm — founder of Toilville LLC and a leading voice in conversational AI — to explore how technology is evolving beyond automation into something far more human-centered. With experience building AI systems for global organizations like Walmart and Rabobank, and contributing to platforms such as Microsoft Copilot Studio, Peter is at the forefront of designing intelligent systems that don't just respond — but understand, adapt, and connect. We dive into the real role of conversational AI in business, healthcare, and everyday life — and how organizations can leverage it to preserve institutional knowledge, improve customer experience, and scale without losing the human touch. This conversation challenges the fear-driven narrative around AI and instead reveals a future where technology amplifies human expertise rather than replaces it. If you're a business leader, innovator, or simply curious about where AI is truly headed — this episode will give you clarity, perspective, and a practical path forward. Learn more: https://www.toilville.com/ #ArtificialIntelligence #ConversationalAI #FutureOfWork #HumanCenteredAI #DigitalTransformation #BusinessInnovation #AILeadership #TechForGood #Automation #EMBCNetwork

Rabobank’s Senior Agricultural Analyst reviews last night’s GDT auction (down 3.4%) - WMP -0.7%, SMP -1.6%, BMP 0.7%, AMF -7.1%, Butter -8.1%, and Cheese -3.1%. Plus, we look at how the Middle East crisis is affecting red meat prices. See omnystudio.com/listener for privacy information.

Jamie Mackay talks to Simon Lee, Hunter McGregor, Jen Corkran, Sir Ian Taylor, and Shane Jones. See omnystudio.com/listener for privacy information.

Many investors have abandoned the world of early-stage alcohol startups, leaving a gaping hole in the market. There is less money available to fuel startup growth, and potential buyers are demanding both scale and profitability, extending the time to achieve an exit and reshaping the optimal strategy for building a brand. Over the last five years, Jason Sherman (Top Shelf) and Nick Papanicolaou (No Sleep Beverage) each helped found venture capital firms specializing in alcohol. In this episode we explore where they see opportunity, what they consider when making an investment, and what buyers of the future will ultimately be looking for. In this episode we discuss: The metrics that startups and investors should prioritize when measuring success. The current capital environment for early-stage startups and how to build a brand with way less money than before. Where the corporate VC model succeeded and why it ultimately failed to survive. Where innovation for large firms will come from in the future. Notable time stamps: 2:23 – Jason and Nick share their background and the investment thesis behind their firms. 17:11 – How to measure velocity: The key metric for potential investors. 20:30 – The impact of the general environment on investor sentiment and capital availability for independent brands. 41:00 - A corporate VC post‑mortem and the future of innovation at large alcohol suppliers. Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Nog geen twee weken heeft het geduurd. Unilever is al van de voedingstak af. Het bedrijf zette het in de verkoop omdat het niet genoeg opleverde. Maar het Amerikaanse McCormick zag wel toekomst in merken als Calvé, Hellmann's en Knorr. Via een moeilijke constructie nemen ze het van Unilever over. Maar betekent de korte onderhandeling dat Unilever de kantjes ervanaf heeft gelopen? Hadden ze veel meer uit deze deal kunnen halen? Dat zoeken we in deze aflevering uit? Verder hebben we het over de trieste beursmaand die we achter ons hebben. Door de oorlog in het Midden-Oosten donderden koersen wereldwijd naar beneden. In Amerika daalden de Dow Jones en de Nasdaq zelfs het correctie-gebied in. Hoe lang gaat het duren voordat die schade weer hersteld is? Daarbij kijken we ook nog naar de eerste inflatiecijfers. Die vallen nog mee, maar voorspellen wel een pijnlijke paar kwartalen op komst. Je hoort nog hoe één uitspraak van de topman van een chipmaker een derde van z'n beurskoers liet verdampen. En waarom aandeelhouders van verfmaker AkzoNobel op de barricades klimmen. Te gast: Han Dieperink, CIO bij Auréus. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij BNR Zakendoen en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

No matter where you're at in your farm business, it's never too early to start thinking about succession. In this episode of RaboElevate, Rabobank's Skye Ward sits down with Isobel Knight from Proagtive, drawing on her 25 years of experience working with farming families in succession planning. From how to start the process, to creating the appropriate forum for these discussions, Isobel shares why structure and communication are key – and how, in her experience, these conversations can actually deepen family relationships.     Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.  

From 1970 to 1995, US per capita spirits consumption fell by nearly 50%. Yet some players, like Heaven Hill, emerged stronger and more diversified than when the downturn began. In this episode, Heaven Hill Chairman Max Shapira and President Kate Latts reflect on the company's 90‑year journey, offering first-person accounts of beverage alcohol's last major downturn, the subsequent revival in demand, and what lessons, if any, apply to the current marketplace.  In this episode we discuss:  The drivers behind the collapse of alcohol sales in the 1970s and 1980s and the segments (wine, vodka, etc.) that actually grew during the downturn. The consolidation of the US bourbon industry, with the number of Kentucky distillers falling from 70 to 10 in just two decades. The drivers of the current market and whether they share any similarities with the 1980s. The outlook for the current US bourbon supply, and the risk of a shortage in three to five years. The moderated impact of oversupply on the sales performance of well-established brands v. startups.   Notable time stamps: 02:20 – History of Heaven Hill and building a diversified portfolio 09:21 – What caused alcohol sales to collapse from 1970 to 1995 12:39 – Parallels between the 1980s and today 19:17 – Drivers behind the current decline in alcohol demand and what is going on with millennials  32:13 – Why downturns and oversupply favor strong brands and what will happen to craft distillers 54:32 – Chaos in the distributor tier 01:02:28 – The post‑pandemic socialization reset   Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Interview recorded - 13th of March, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Every. Michael is Global Strategist at RaboResearch.During our conversation we spoke about the "Grand Macro Strategy", how this should be interpreted with Venezuela and Iran interventions, potential resolutions, reshaping of the world order, Europe and more. I hope you enjoy!0:00 - Introduction2:30 - Iran & Venezuela signals7:52 - Trump global shift10:57 - China's reaction13:44 - Cold war15:10 - US losing control?18:22 - The new potential system?20:59 - China reducing manufacturing?23:46 - Europe to struggle26:26 - Impact on markets?30:09 - One message to takeaway?Michael Every is a Global Strategist at Rabobank. He analyses major financial developments and contributes to the bank's various economic research publications for internal and external customers and to the media.Michael has over two decades of experience working as an Economist and Strategist. Before Rabobank, he was a Director at Silk Road Associates in Bangkok, Senior Economist and Fixed Income Strategist at the Royal Bank of Canada in both London and Sydney, and an Economist for Dun & Bradstreet in London.Michael holds a Masters degree in Economics (with distinction) from University College London and speaks a smattering of languages, including Thai.Michael Every - Website - https://www.rabobank.com/knowledge/our-experts/011085368/michael-everyLinkedIn - https://sg.linkedin.com/in/michael-every-38983214WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Fresh from their rather somber state-of-the-industry presentation, SipSource analysts Danny Brager and Dale Stratton help identify whether there are any areas of growth and promise in the wine and spirits business. Topics include:  The performance of wine and spirits depletions in 2025 and the outlook for 2026. The surprising resilience of RTD growth rates. Prosecco's continuing strong performance. The wine industry trying more innovative marketing strategies. The importance of finding the right packaging formats. If consumers actually want low-alcohol products or if they want low-calorie and low-sugar products.    Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Oliver Winery is one of the largest wine businesses in the United States. It is located in Indiana. In this episode, CEO Pat Brown shares how the unusual origins of the business have helped the company capture consumers who would otherwise be overlooked by the wine business, as well as the advantages of operating a winery outside the West Coast.    Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Danny Wirtz, Co-Chairman of Breakthru Beverage Group, discusses how brands are rethinking national agreements and what success looks like when performance, not footprint, are the primary concern for suppliers' route-to-market strategy. Themes from the episode: How did Breakthru shift strategy after a planned merger with Republic National Distributing Company was terminated in 2019? What does geographic expansion look like in the current market? What is driving decisions about footprint? Are suppliers deprioritizing a national footprint? Are there still benefits from those national partnerships? How is the push from beer wholesalers and Reyes Beverage Group changing the strategies of wine and spirits wholesalers?  What are Danny's thoughts, as CEO of the Chicago Blackhawks, about the boost his sport has received from the international phenomenon Heated Rivalry?     Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.   

We caught up with Francis Creighton, President and CEO of the Wine & Spirits Wholesalers of America, on the floor at this year's Access Live conference in Las Vegas. In addition to helping its members navigate a very difficult business environment, the lobbying group representing US wine and spirits wholesalers in the US has a full advocacy agenda. Francis quickly brings us up to date on its legislative priorities and how wholesalers are dealing with the tough times.  Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.     

Today's guest predicted -- years in advance -- the shift away from globalization towards nationalism by the world's major countries.With nationalist leaders rising to power over recent years, and the US officially declaring at Davos last month that "globalization has failed", what does he see coming next?To find out, let's ask the man himself.We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comFollow Michael at https://www.rabobank.com/knowledgeOr on X at @TheMichaelEvery#mercantilism #globalization #geopolitics _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The team from Beer Business Daily and Beernet Radio offer candid coverage of the tumult and upheaval in the US beer wholesaler business.  In this episode, we touch on the following topics:  How are big brands (AB InBev, Molson Coors, Constellation Brands) applying pressure differently to their wholesaler networks? What is the outlook for hemp beverages (né marijuana edibles)? Will they be legal in 2027, and are they actual profit drivers for wholesalers?  Will wholesalers continue to diversify away from beer? Should this concern the biggest brands in their portfolio? Are wholesalers seeing a clear impact from the Trump administration's immigration crackdown? Should beer wholesalers move more aggressively into wine and spirits? Should those businesses be run separately from their beer business?    Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

In this episode of The Grant Williams Podcast, I'm joined by Rabobank's Michael Every for a provocative exploration of why the post-Cold War liberal world order is breaking down — and what may replace it. Michael argues that decades of hyper-market economics hollowed out America's industrial and military base, and that Trump's project represents a radical attempt to reverse that trajectory by fusing national security and economic policy. Drawing on deep historical parallels with the collapse of the Soviet Union, he sets out his ‘reverse Gorbachev' thesis: an effort to impose a form of capitalism with a national-security face, subordinating markets to strategic necessity, elevating the Treasury over the Federal Reserve, and accepting higher inflation, heavier state intervention, and intensified political conflict at home and abroad in order to rebuild power and resilience. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper and Silver Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm…