Podcasts about Rabobank

Dutch banking and financial services company

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Latest podcast episodes about Rabobank

North American Ag Spotlight
What Impact does the Consumer Have on Ag Markets?

North American Ag Spotlight

Play Episode Listen Later Sep 11, 2025 28:43 Transcription Available


Season 5: Episode 215In this episode of North American Ag Spotlight, Chrissy Wozniak sits down with Xinnan Li, VP and Senior Packaging Analyst at Rabobank, to discuss how customer trends and evolving food preferences are reshaping agricultural markets. Xinnan shares her journey from studying biology and food science to analyzing packaging, logistics, and consumer-driven change for one of the world's largest agri-focused banks.The conversation explores how shifting demographics, particularly the influence of Gen Z and millennials, are driving demand for local and organic foods—yet also how tightened disposable income is limiting higher-priced categories. Xinnan highlights the long-term rise of convenience, the impact of weight loss medications on portion sizes, and how packaging has become a powerful tool for both branding and efficiency.They also dive into the rise of the MAHA movement and what it signals for future consumer behavior, the risks producers face when markets overcorrect, and the ways demographic changes and global diversity will continue to shape food demand. Xinnan emphasizes the importance of transparency, storytelling, and aligning operations with consumer expectations.Looking ahead, she previews her upcoming presentation at the Women in Agribusiness Summit in Orlando this September, where she'll provide a data-driven look at these same themes—demographics, disposable income, trade, and consumer bifurcation—and what they mean for the future of agriculture.Learn more about Rabobank at https://rabobank.comLearn more about Women in Agribusiness at https://www.womeninag.com/#farm #farming #agricultureNorth American Ag is devoted to highlighting the people & companies in agriculture who impact our industry and help feed the world. Subscribe at https://northamericanag.comWant to hear the stories of the ag brands you love and the ag brands you love to hate? Hear them at https://whatcolorisyourtractor.comDon't just thank a farmer, pray for one too!Send us a textSubscribe to North American Ag at https://northamericanag.com

Dronen
Kæmpe skandale i EU-land: Har svindlet med landbrugsstøtte i årevis

Dronen

Play Episode Listen Later Sep 10, 2025 7:24


Regeringen vil straffe dyremishandling hårdere, ifølge Rabobank kan der være tegn på at oksekødspriser har toppet, en ny teknologi hvor planter kloner sig selv kan være på vej, og så er der store problemer i Grækenland med svindel af udbetaling af landbrugsstøtte. 

Liquid Assets: A Beverage Industry Podcast
How to import wine and spirits into the US

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Sep 8, 2025 55:41


Winning in the US market is the holy grail for many brands around the world, but how do you get started? What type of importer should you use, what should you expect from them, and what should you be prepared to bring to the table? What gets an importer excited to support your brand? In this episode we speak with Ryan O'Hara, CEO of MHW, and Serena Campbell, Operations Director for USA Wine West, for a crash course on how to maximize your chance of succeeding in the competitive, confusing, and tremendously large US wine and spirits market. This is part 1 of a two-part episode.    Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge 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.

Money News with Ross Greenwood: Highlights
Paul Joules, Rabobank Agriculture Analyst

Money News with Ross Greenwood: Highlights

Play Episode Listen Later Sep 8, 2025 5:40


Coffee prices are on the rise – so what’s driving the extra costs for those wanting their morning cup of joe?See omnystudio.com/listener for privacy information.

Chronique des Matières Premières
Crise de croissance brutale sur le marché européen de la pomme de terre

Chronique des Matières Premières

Play Episode Listen Later Sep 8, 2025 2:12


En France, premier exportateur mondial de pommes de terre, la récolte 2025 s'annonce inédite depuis dix ans. La tendance européenne est la même, avec des volumes estimés à +11% par rapport à l'année dernière. Ce qui pourrait être une bonne nouvelle sur le papier se traduit par des prix qui se sont effondrés. Ce scénario, annoncé il y a déjà plusieurs mois, inquiète le réseau North-Western European Potato Growers (NEPG). L'Union nationale des producteurs (UNPT), avait prévenu qu'augmenter les surfaces et produire plus était risqué, car c'était anticiper une demande qui n'existait pas encore. Les promesses des industriels ont été manifestement trop fortes et ont stimulé les producteurs. On parle en particulier de gros acteurs implantés en Belgique, qui ont promis d'acheter des volumes plus importants, cette année, avant finalement de revenir sur leurs engagements. Résultat, les agriculteurs français, mais aussi allemands, hollandais et belges, se retrouvent aujourd'hui à récolter une production qui est en décalage avec le besoin réel des industriels. « Une partie importante de la récolte ne pourra être stockée, et des dizaines de milliers de tonnes ont déjà été redirigées vers l'alimentation animale, les unités de biométhanisation ou les installations de compostage », déplore le réseau North-Western European Potato Growers, la plateforme de discussion européenne des producteurs de pommes de terre. Un déséquilibre qui fait chuter les prix La baisse des prix a commencé il y a plusieurs mois. Aujourd'hui, sur le marché libre, c'est-à-dire hors des contrats longue durée, des industriels proposent d'acheter la tonne de pommes de terre à 15 euros la tonne, voire moins, des prix jugés indécents par l'Union nationale des producteurs de pommes de terre (UNPT) qui déconseille aux agriculteurs d'alimenter le marché de la frite avec des pommes de terre « payées zéro euro ou presque », résume un de ses membres. En France, environ 80 % de la production est vendue sous contrat, à des prix qui dépassent 180 euros la tonne cette saison, donc les agriculteurs peuvent s'inquiéter pour la vente des 20 % restants. « En revanche, dans d'autres pays européens qui ont moins l'habitude de vendre sous contrat, l'exposition à ces prix libres qui ont chuté s'annonce beaucoup plus grande », explique un expert de la filière. La crainte du réseau européen des producteurs est que la crise de l'offre d'aujourd'hui se transforme en crise de la demande dès 2026 « si les producteurs n'ont plus la capacité économique de suivre le rythme » et réduisent leur surface. Demande mondiale en forte hausse Cette crise de croissance est conjoncturelle et particulière à l'Europe, car la demande industrielle au niveau mondial est en forte hausse, en particulier en Asie où le nombre d'usines explose. L'industrie chinoise de la frite et de la chips a enregistré un taux de croissance de 80 %, entre 2019 et 2024 selon Rabobank, qui assure que la Chine et l'Inde – qui affiche un taux de croissance de 45 % – cherchent encore à augmenter leur capacité de transformation pour tirer profit de la hausse de la demande, au Moyen-Orient et en Asie. En cinq ans, ces deux pays sont passés d'importateurs nets à exportateurs nets de produits surgelés à base de pommes de terre.  L'Asie ne peut cependant pas être un débouché pour la production européenne. L'Inde et la Chine alimentent leurs usines avec leur propre production. « La pomme de terre fraiche voyage très mal, elle est transformée dans la région où elle est produite, généralement à quelques centaines de km maximum » explique un de nos interlocuteurs. À lire aussiLes pressions commerciales déstabilisent le marché de la pomme de terre

Head Shepherd
Leadership in Ag with Felicity Taylor

Head Shepherd

Play Episode Listen Later Sep 7, 2025 27:50


What does leadership look like in agriculture today? For Felicity Taylor, Area Manager for Rabobank in Moree and a 2025 Zanda McDonald Award finalist, it's about connection, community and supporting others to succeed.In this episode, Felicity shares her journey from growing up on a cropping property to becoming the youngest area manager in Rabobank's history. She talks about the rising costs facing farming, the challenge for young people to get started, and why she believes regional Australia offers opportunities that city life cannot. Head Shepherd is brought to you by neXtgen Agri International Limited. We help livestock farmers get the most out of the genetics they farm with. Get in touch with us if you would like to hear more about how we can help you do what you do best: info@nextgenagri.com.Thanks to our sponsors at MSD Animal Health and Allflex, and Heiniger Australia and New Zealand. Please consider them when making product choices, as they are instrumental in enabling us to bring you this podcast each week.Check out Heiniger's product range HERECheck out the MSD range HERECheck out Allflex products HERE

The Country
Rabobank Best of The Country: September 6, 2025

The Country

Play Episode Listen Later Sep 5, 2025 40:32 Transcription Available


Jamie talks to Mark de Lautour, Damien O'Connor, Amber Carpenter, Emma Higgins, and Stephen "Beaver" Donald. See omnystudio.com/listener for privacy information.

Satoshi Radio
#379 - Uitleg over helpdeskfraude, “26% beleggers heeft crypto” en nieuwe Treasury Company in NL

Satoshi Radio

Play Episode Listen Later Sep 4, 2025 126:59


Deze week kwam het nieuws naar buiten dat er een nieuwe Bitcoin Treasury Company op de Nederlandse beurs komt. Niemand minder dan de Winklevoss broers en Nakamoto investeren in het nieuwe bedrijf: “Treasury”. Sebastiaan van Erne praat ons bij. Daarnaast hebben we het over de prijs van bitcoin: die kabbelt namelijk een beetje door. Voor de rest hebben we veel nieuws: een onderzoek van de Rabobank, Stablecoins, Polymarket en een boete voor OKX.Probeer Bitcoin Alpha 2 weken gratis!Satoshi Radio wordt mede mogelijk gemaakt door: Amdax, Watson Law, HVK Stevens en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:05:00) Bitcoin Amsterdam 2025 & Treasury(00:18:00) Vragen van luisteraars(00:29:00) Bookmark van Bert: FT: “Stablecoins could trigger taxpayer bailouts, warns Nobel economics laureate”(00:37:00) Bookmark van Bart: “Fraude op cryptoplatform Bitvavo explodeert”(00:44:00) Bookmark van Bert: Rabobank: “26% beleggers heeft crypto's”(00:58:00) Bookmark van Peter: Polymarket mag (weer) open in de VS(01:03:00) Bookmark van Bart: Tokenized Pokémon TCG volumes are going parabolic.(01:06:00) Bookmark van Peter: In 2026 in de bioscoop: Killing Satoshi(01:09:00) Bookmark van Bart: We've raised $13 billion at a $183 billion post-money valuation.(01:11:00) Bookmark van Bart: Crypto exchange OKX has been fined $2.6M in the Netherlands for failing to register with the Dutch National Bank.(01:13:00) Bookmark van Bart: Strategy has acquired 4,048 BTC for ~$449.3 million at ~$110,981 per bitcoin(01:15:00) Bookmark van Bert: Treasury launches with the ambition to become Europe's largest Bitcoin treasury company.(01:35:00) Marktupdate(02:06:59) EindeBookmarksBert:FT: “Stablecoins could trigger taxpayer bailouts, warns Nobel economics laureate”Triodos Podcast: Kan Bitcoin bijdragen aan een duurzame en rechtvaardige wereld? Rabobank: “26% beleggers heeft crypto's”CIO Rabobank: “Crypto's serieus onderdeel van beleggingsstrategie van veel Nederlanders in alle leeftijdscategorieën”FD: “Volatiele crypto's sluipen Nederlandse beleggingsportefeuille in”Bart:Bitcoin is developing a massive security crisisFedimint just landed on the Umbrel App Store!~40% of daily code written at Coinbase is AI-generated. I want to get it to >50% by October.Treasury launches with the ambition to become Europe's largest Bitcoin treasury company.Nakamoto has made its first investment into Netherlands-based Treasury!Tokenized Pokémon TCG volumes are going parabolic.Crypto exchange OKX has been fined $2.6M in the Netherlands for failing to register with the Dutch National Bank.DNB statementWe've raised $13 billion at a $183 billion post-money valuation.Strategy has acquired 4,048 BTC for ~$449.3 million at ~$110,981 per bitcoinVoornamelijk Common ATMA historic first: We've partnered with @superstatefunds to allow stockholders to tokenize and hold $GLXY shares onchain.Fraude op cryptoplatform Bitvavo explodeert, Johan (66) verloor 20.000 euro na gekaapt sms'je: 'De volgende ochtend was álles weg'Peter:Polymarket mag (weer) open in de VSIn 2026 in de bioscoop: Killing Satoshi

Kellen Severo Podcast
721. #3em1Agro - 03/09/25

Kellen Severo Podcast

Play Episode Listen Later Sep 3, 2025 1:55


#3em1Agro - confira os destaques desta quarta-feira (03/09/25):➡️ Quanto de fertilizante foi vendido até agora? ➡️ Rabobank destaca como aperto financeiro afeta adubo da soja. Saiba mais! ➡️ Geopolítica: EUA x Venezuela: o que esperar?

The Country
The Country 03/09/25: Emma Higgins talks to Jamie Mackay

The Country

Play Episode Listen Later Sep 3, 2025 5:04 Transcription Available


Rabobank’s senior agriculture analyst previews the September Agribusiness Report - Surging Prices for Spring 2025. But does that apply to today’s falling dairy market? And how many more cuts can we expect to the OCR? See omnystudio.com/listener for privacy information.

Cryptocast | BNR
'Crypto is belangrijk onderdeel van Nederlandse beleggingsportefeuilles' | 393 A

Cryptocast | BNR

Play Episode Listen Later Sep 2, 2025 25:21


Een kwart van de Nederlandse beleggers heeft tegenwoordig crypto in de portefeuille. Dat blijkt uit een enquête van de Rabobank. Daarmee wordt duidelijk dat digitale munten geen niche meer zijn die alleen jongeren aanspreekt. De cijfers laten zien dat 26 procent van alle beleggende Nederlanders cryptomunten of cryptotrackers bezit. De bank gooit die twee categorieën op één hoop, maar in de praktijk is er wel degelijk verschil tussen directe blootstelling en beleggingsproducten die crypto volgen. Opvallend is ook dat slechts een kwart van alle Nederlanders überhaupt belegt. Dat percentage ligt lager dan in veel andere landen, wat vragen oproept over hoe de Nederlandse beleggingscultuur zich ontwikkelt. In de Verenigde Staten liggen de verhoudingen duidelijk anders en is de deelname aan financiële markten groter. Ondertussen bleef de bitcoinprijs onder druk staan. Na een opleving eerder dit jaar zakte de koers opnieuw wat weg. Volgens analist Bert Slagter staat deze bullmarkt in het teken van de strijd om de grens van 100.000 dollar. De vraag is of bitcoin boven dat niveau kan blijven of dat de markt nog een terugval tegemoet gaat. Het einde van de bullmarkt lijkt in ieder geval niet in zicht, maar de bewegingen zijn grillig. Ook altcoins, die even leken te profiteren van een zogenoemde altseason, gaven hun winsten weer prijs. Solana blijft daarbij in beeld doordat bedrijven de munt opnemen in hun reserves, vergelijkbaar met wat eerder gebeurde bij bitcoin en ether. Dat roept de vraag op of dit een verstandige strategie is of simpelweg het volgen van een trend. Verder bracht Google nieuwe informatie naar buiten over zijn blockchainproject, de Universal Ledger. Dat systeem moet in 2026 operationeel zijn en richt zich vooral op financiële instellingen. Met de Universal Ledger wil Google een neutraal alternatief bieden voor bedrijven als Stripe en Circle. Dat roept vragen op, want als een van de grootste techbedrijven ter wereld kan Google moeilijk als volledig neutraal worden gezien. Toch probeert het concern zich zo te positioneren om een plek te veroveren in het snel ontwikkelende landschap van digitale betaalinfrastructuur. Kritiek is er ook: de Universal Ledger zou geen echt open blockchain zijn, maar een systeem waarin Google zelf de regie stevig in handen houdt. Of de technologie uiteindelijk kan concurreren met bestaande spelers moet de komende jaren blijken. Gasten Bert Slagter Links Host Daniël Mol Redactie Daniël MolSee omnystudio.com/listener for privacy information.

Beurswatch | BNR
Volgt nieuwe Dotcom-crisis na beste kwartaal ooit?

Beurswatch | BNR

Play Episode Listen Later Sep 1, 2025 25:38


De laatste paar maanden van het jaar lijken een heftige rit te worden. De risico's stapelen zich op: de Europese economie verzwakt, het oneindige AI-optimisme kalft af, de onafhankelijkheid van de Amerikaanse centrale bank ligt onder vuur, en er is nog altijd onzekerheid rond importheffingen vanuit de VS. Daartegenover wijst de Wall Street Journal op de enorm opgelopen waarderingen van de S&P 500 bedrijven. Die zijn zelfs duurder dan voor het barsten van de Dotcom-bubbel. Stevenen we op een nieuwe crisis af? Wat is de grootste bedreiging? En hoe zorg je dat je daar levend doorheen komt? Dat zoeken we deze aflevering voor je uit. Dan hebben we het ook over het crisismanagement bij Meta. Mark Zuckerberg had een paar maanden geleden nog een gat in z'n hand. Hij gaf miljarden uit om overal het allerbeste AI-talent vandaan te plukken. Maar dat hobbyproject lijkt uit te lopen op een miljardenflop. Die knappe koppen komen namelijk nu al tot de conclusie dat de beste optie misschien is om hun AI in te kopen bij de concurrent. Overigens hoor je ook over het bewijs dat de AI van Meta nog niet op het gewenste niveau is. Hun chatbots blijken namelijk nogal wel eens de regels te overtreden, en bekendheden na te doen die daar geen toestemming voor hebben gegeven. En daar blijft het niet bij... Verder gaat het nog over de schrik in het Witte Huis. Het federale hof van beroep heeft besloten dat Trump zijn importheffingen nooit zo had mogen doorvoeren. En er komen weer nieuwe exportrestricties voorbij. Op chipmachines. Gelukkig niet die van ASML of ASMI, maar van Amerikaanse bedrijven. Die mogen niet meer naar de fabrieken van Samsung en SK Hynix in China.See omnystudio.com/listener for privacy information.

AEX Factor | BNR
Volgt nieuwe Dotcom-crisis na beste kwartaal ooit?

AEX Factor | BNR

Play Episode Listen Later Sep 1, 2025 25:38


De laatste paar maanden van het jaar lijken een heftige rit te worden. De risico's stapelen zich op: de Europese economie verzwakt, het oneindige AI-optimisme kalft af, de onafhankelijkheid van de Amerikaanse centrale bank ligt onder vuur, en er is nog altijd onzekerheid rond importheffingen vanuit de VS. Daartegenover wijst de Wall Street Journal op de enorm opgelopen waarderingen van de S&P 500 bedrijven. Die zijn zelfs duurder dan voor het barsten van de Dotcom-bubbel. Stevenen we op een nieuwe crisis af? Wat is de grootste bedreiging? En hoe zorg je dat je daar levend doorheen komt? Dat zoeken we deze aflevering voor je uit. Dan hebben we het ook over het crisismanagement bij Meta. Mark Zuckerberg had een paar maanden geleden nog een gat in z'n hand. Hij gaf miljarden uit om overal het allerbeste AI-talent vandaan te plukken. Maar dat hobbyproject lijkt uit te lopen op een miljardenflop. Die knappe koppen komen namelijk nu al tot de conclusie dat de beste optie misschien is om hun AI in te kopen bij de concurrent. Overigens hoor je ook over het bewijs dat de AI van Meta nog niet op het gewenste niveau is. Hun chatbots blijken namelijk nogal wel eens de regels te overtreden, en bekendheden na te doen die daar geen toestemming voor hebben gegeven. En daar blijft het niet bij... Verder gaat het nog over de schrik in het Witte Huis. Het federale hof van beroep heeft besloten dat Trump zijn importheffingen nooit zo had mogen doorvoeren. En er komen weer nieuwe exportrestricties voorbij. Op chipmachines. Gelukkig niet die van ASML of ASMI, maar van Amerikaanse bedrijven. Die mogen niet meer naar de fabrieken van Samsung en SK Hynix in China.See omnystudio.com/listener for privacy information.

Podcast | BNR
Beurs

Podcast | BNR

Play Episode Listen Later Sep 1, 2025 25:37


De laatste paar maanden van het jaar lijken een heftige rit te worden. De risico's stapelen zich op: de Europese economie verzwakt, het oneindige AI-optimisme kalft af, de onafhankelijkheid van de Amerikaanse centrale bank ligt onder vuur, en er is nog altijd onzekerheid rond importheffingen vanuit de VS. Daartegenover wijst de Wall Street Journal op de enorm opgelopen waarderingen van de S&P 500 bedrijven. Die zijn zelfs duurder dan voor het barsten van de Dotcom-bubbel. Stevenen we op een nieuwe crisis af? Wat is de grootste bedreiging? En hoe zorg je dat je daar levend doorheen komt? Dat zoeken we deze aflevering voor je uit.

NZ Everyday Investor
Michael Every / Why The Death Of Free Trade Matters Ep 485

NZ Everyday Investor

Play Episode Listen Later Aug 31, 2025 49:42


My guest on this one is Michael Every, Global Macro Strategist with Rabobank.We're no better conditioned than dogs waiting for a bell to ring. Bad stuff happens, rates go down, house prices go up. Easy.But now, after almost 4 years of watching house prices stagnate, if you're anything like me, you're wondering if the rules have changed.It's scary to suggest this, but I think they have. Read moreBook in a free 15-min phone call with Darcy Ungaro (financial adviser).Sign up to the fortnightly newsletter!Thank You MyRent: See why residential property investors all over New Zealand are switching to myRent.Provincia: Whether you're looking to invest, or you have a commercial property that needs better management - they the true one-stop shop for wholesale industrial investors. Check out Provincia.co.nz for more.Affiliate Links!The Bitcoin Adviser: Plan for intergenerational digital wealth. Hatch: For US markets.Revolut: For a new type of banking.Sharesies: For local, and international markets.Easy Crypto: To buy and sell digital assets.Loan My Coins: Bitcoin lending product.Exodus: Get rewards on your first $2,500 of swapsOnline courses:New Wealth Foundations: Personal finance from a wealth-builder's perspective.Take the free, 5-part online course Crypto 101: Crypto with Confidence Get Social:Check out the most watched/downloaded episodes hereFollow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn.www.ungaro.co.nz________________________

Market Talk
Friday, August 29th, 2025- Steve Nicholson, Chris Ouzts and Cattle Chatter

Market Talk

Play Episode Listen Later Aug 29, 2025 39:55


On Friday's Market Talk, we hear this week's episode of Cattle Chatter with Susan Littlefield and Brad Kooima to start the show before an update on early harvest in the south with Chris Ouzts from AgriGold. Then, we talk markets with Steve Nicholson from Rabobank during this week's Farm Progress Show and close things out with Clay Creighton from Agoro Carbon Alliance also at this week's FPS.

The Country
Rabobank Best of The Country: August 30, 2025

The Country

Play Episode Listen Later Aug 29, 2025 41:15 Transcription Available


Jamie Mackay talks to Mike Petersen, Stefan Vogel, Jane Smith, Mark Leslie, and Shane Jones.See omnystudio.com/listener for privacy information.

Agri-Pulse Newsmakers
Agri-Pulse Newsmakers: Aug. 29, 2025: Trade, Tariffs & E-15 at the Farm Progress Show

Agri-Pulse Newsmakers

Play Episode Listen Later Aug 29, 2025 27:00


Harvest is quickly approaching, but grower groups and the ag industry are on edge as China has yet to make a purchase from the fall U.S. soybean crop. At the Farm Progress Show, we asked American Soybean Association President Caleb Ragland about the letter ASA sent to President Trump urging a trade deal with China and about his conversation with Deputy Ag Secretary Stephen Vaden at the show. Rabobank's Stephen Nicholson says he thinks circumstances have changed too much since the China Phase One trade agreement to secure a similar deal now.Plus, National Corn Growers Association first vice president Jed Bower says the expected record corn crop is causing a push for year-round E-15. Austin Gellings from the Association of Equipment Manufacturers discusses how equipment companies are dealing with tariffs and Robb Ewoldt with the United Soybean Board discusses diversifying uses of U.S. soy both domestically and internationally.Want to receive Newsmakers in your inbox every week? Sign up! http://eepurl.com/hTgSAD

SF Live
4D Chess: Dollarizing the World by the Back Door I Michael Every

SF Live

Play Episode Listen Later Aug 25, 2025 31:44


Michael Every, Global Strategist at Rabobank, returns to tackle the meta forces shaping our world. From Ukraine's frozen conflict, to China's role in peace talks, to 90-day tariff rollovers, reverse Marshall Plans, and the rise of dollar-backed stablecoins—this is not just economics, it's 4D chess.We cover: geopolitics reshaping markets, U.S. vs. China as the defining rivalry of the century, what tariffs really mean for inflation, the Fed's limits in stagflation, and whether stablecoins will rewrite the global financial order. Every explains why the old playbook is dead—and why caution is the only safe strategy in this uncertain era.#Geopolitics #Markets #Gold------------

Foco no Agronegócio - Pesquisa Setorial
Foco no Agronegócio | Atualização Papel e Celulose 2025 – Segundo semestre

Foco no Agronegócio - Pesquisa Setorial

Play Episode Listen Later Aug 25, 2025 13:00


Neste episódio, o Guilherme Morya conversa com o Andrés Padilla sobre o mercado global de Papel e Celulose após o evento anual da Fastmarkets em São Paulo. Perspectivas para o segundo semestre e projeções do Rabobank para o mercado global, após a definição das tarifas aos EUA.   Consulte nosso disclaimer em https://www.rabobank.com.br/conhecimento/disclaimer/011483208/disclaimer para saber sobre as limitações do conteúdo publicado neste podcast.

Compliance adviseert: Ervaringen van experts uit de financiële wereld
Job van Beekhoven (RIEC) & Hugo Leijtens (Cense) – Criminele geldstromen, crypto en compliance

Compliance adviseert: Ervaringen van experts uit de financiële wereld

Play Episode Listen Later Aug 25, 2025 50:55


In deze aflevering van de Leaders in Finance Compliance Podcast spreken we met Job van Beekhoven, hoofd RIEC Amsterdam, en Hugo Leijtens, co-founder van Cense en expert criminele geldstromen bij RIEC Zeeland West-Brabant.Hoe sterk is de verwevenheid van onder- en bovenwereld in Nederland, en welke rol spelen notarissen, de Kamer van Koophandel en andere poortwachters daarin? Wat betekent de opkomst van crypto en blockchain voor witwasstromen en georganiseerde misdaad? Hoe spoor je financiële signalen op, en wat vraagt dat van samenwerking tussen publieke en private partijen? En hebben financiële instellingen bovendien voldoende prikkel om hier écht in te investeren?We bespreken concrete casussen, kijken naar wet- en regelgeving en de noodzaak van betere samenwerking. En natuurlijk delen Job en Hugo hun tips voor compliance officers en andere professionals in de financiële sector.Luister nu!---> Volg de Leaders in Finance Compliance Podcast via de Website en LinkedIn.---> De Leaders in Finance Compliance Podcast wordt mede mogelijk gemaakt door Cense, Deloitte, Kayak, Rabobank, en Osborne Clarke.–> Genoemd in de aflevering:Tussen kunst en misdaad (podcast)kennisplatformondermijning.nl (kennisplatform)https://kombijde.politie.nl/politievrijwilliger (politievrijwilliger worden)

Liquid Assets: A Beverage Industry Podcast
Everything you need to know about hemp

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Aug 22, 2025 75:23


It seems unthinkable that a simple legal loophole for hemp would lead to the de facto legalization of marijuana edibles in the United States, but here we are. Intoxicating hemp products are everywhere, and everyone seems to be excited about them. But the story of hemp-derived THC's rise and the greatest threat to its future are inexorably linked to its legal status. In this episode, we speak to two legal experts, Marc Hauser and Rebecca Stamey-White, about how the intoxicating hemp business came to life, how long it could last, and how the sector's tenuous legal status is influencing every aspect of the industry, from who invests and founds a hemp business to where it can be sold.  Be sure to check out Marc's fantastic substack “Cannabis Musings”: Click here.   Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge   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 Cannabis Musings is not a part of Rabobank Group. 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.

The Country
Rabobank Best of The Country: August 23, 2025

The Country

Play Episode Listen Later Aug 22, 2025 39:33 Transcription Available


Jamie Mackay talks to Stephen Fleming, Christopher Luxon, Michael Every, and Graeme Williams.See omnystudio.com/listener for privacy information.

The Country
The Country 20/08/25: Michael Every talks to Jamie Mackay

The Country

Play Episode Listen Later Aug 20, 2025 10:43 Transcription Available


Two-part interview with Rabobank’s Singapore-based Global Strategist. Part One: "Trump the Peacemaker" and whether a truce in Russia and the Middle East will result in a sugar rush for the world economy. Part Two: "Trump the Disruptor" and how a trading nation like New Zealand can insulate itself against his tariffs.See omnystudio.com/listener for privacy information.

Zakendoen | BNR
Jan Willem Voorink (Cegeka) over de strijd om ICT'ers

Zakendoen | BNR

Play Episode Listen Later Aug 19, 2025 121:48


De Belgische IT-groep Cegeka brak vorig jaar door de symbolische grens van één miljard euro omzet. Het familiebedrijf uit Hasselt groeide razendsnel en profiteert van de grote vraag naar it-oplossingen. Ondertussen speelt de discussie over digitale soevereiniteit en kampt de sector met een tekort aan ICT’ers. Hoe houdt Cegeka koers in een markt waar de techreuzen miljarden investeren en de concurrentie om talent moordend is? Te gast is Jan Willem Voorink, algemeen directeur van it-groep Cegeka 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 Laat je spaargeld niet op de bank staan, maar investeer het in aandelen. Die oproep klinkt vanuit Brussel. En: Deze herfst kan zomaar eens gedomineerd worden door een groot aantal beursgangen. Dat en meer bespreken we om 11.30 in het Thijs Knaap (hoofdeconoom APG) en Mary Pieterse-Bloem (Head of Investment Office bij Rabobank en bijzonder hoogleraar financiële markten aan de Erasmus School of Economics) Luister l Beleggerspanel 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.

RaboTalk – Growing our future
Is sustainability still a global priority? ... with Marjan van Riel

RaboTalk – Growing our future

Play Episode Listen Later Aug 19, 2025 36:44


With reports of some countries and companies stepping back from climate commitments, what's really happening in global sustainability—and how does it affect New Zealand's farmers and growers?In this episode of RaboTalk's Growing Our Future, host Blake Holgate is joined by Marjan van Riel, Rabobank's Global Lead of Climate and Sustainability, to unpack global sustainability trends, regulatory shifts, and value chain expectations. From decarbonisation and climate risk to consumer behaviour and technological innovation, this conversation highlights where the world is heading—and how New Zealand's agri-sector is well positioned to respond.Tune in to learn how New Zealand's agri sector can turn sustainability into a lasting competitive advantage by focusing on both compliance and opportunity. Like what you've heard? Follow our podcast for more great content.

BNR Beleggerspanel | BNR
EU: ‘Investeer meer, spaar minder'

BNR Beleggerspanel | BNR

Play Episode Listen Later Aug 19, 2025 23:39


Laat je spaargeld niet op de bank staan, maar investeer het in aandelen. Die oproep klinkt vanuit Brussel. En: Deze herfst kan zomaar eens gedomineerd worden door een groot aantal beursgangen. 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: - Thijs Knaap, hoofdeconoom bij APG. - Mary Pieterse-Bloem, Head of Investment Office bij Rabobank en bijzonder hoogleraar financiële markten aan de Erasmus School of Economics. 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.

The Country
Rabobank Best of The Country: August 16, 2025

The Country

Play Episode Listen Later Aug 15, 2025 40:52 Transcription Available


Jamie Mackay talks to Stacey Waaka, Winston Peters, Kate Acland, Wayne Langford, and Chris Hipkins. See omnystudio.com/listener for privacy information.

The Country
The Country 14/08/25: Jen Corkran talks to Jamie Mackay

The Country

Play Episode Listen Later Aug 14, 2025 6:01 Transcription Available


We catch up with Rabobank’s Ag Analyst in Wagin where she’s participating in the bank’s Western Australia Sheep and Wool Tour. We also cast our eye over the August Agribusiness Monthly Report and the excellent prospects for beef and sheepmeats.See omnystudio.com/listener for privacy information.

The Country
Rabobank Best of The Country: August 9, 2025

The Country

Play Episode Listen Later Aug 8, 2025 41:05 Transcription Available


Jamie Mackay talks to Farmer Tom Martin, Cameron Bagrie, Dr Jacqueline Rowarth, Emma Higgins, and Jane Smith. See omnystudio.com/listener for privacy information.

Beurswatch | BNR
ASML-beleggers lachen Trump in z'n oranje gezicht uit

Beurswatch | BNR

Play Episode Listen Later Aug 7, 2025 23:13


President Trump gaat achter de chip- en semiconductorsector aan. Er komt een tarief van 100 procent, tenzij bedrijven (een deel van) hun productie naar de VS verplaatsen. Een flink dreigement, maar het slaat behoorlijk dood. Aandelen van chipbedrijven van over de hele wereld dalen niet, maar stijgen juist.Deze aflevering kijken we waarom aandeelhouders van ASML, Besi, ASMI en al die andere chippers lak hebben aan Trumps dreigende woorden. Nemen ze hem minder serieus?Serieus zijn wél de heffingen die hij oplegt aan andere landen. Die gaan vandaag in. Een tarief van 19 procent voor Britse producten, tot 50 procent voor spullen uit India. Veel is niet uitgewerkt en er is onduidelijkheid voor ondernemers en overheden. We proberen deze aflevering te kijken hoe het voor jou als belegger uitpakt. Hebben we het ook over een opmerkelijke oproep van Trump (hij had het druk ja). Hij eist per direct het ontslag van de ceo van Intel. Volgens Trump heult de ceo samen met de Chinezen.Verder hebben we het over de crisissituatie in Zwitserland. De president vloog naar Washington, maar tevergeefs. Ze moeten alsnog een torenhoog tarief betalen. Dat is een probleem, want het kost maar liefst een procent van hun BBP.Dit kan je verder verwachten: Sony verhoogt de winstverwachting voor dit jaar. Analisten zijn ook al positief over volgend jaar Aandeel Eli Lilly beleeft een horrordag (ondanks dat ze omzet- en winstverwachting opkrikken) SBM Offshore verhoogt de verwachtingen ook, maar aandeel wordt ook gedumpt AirBNB denkt dat mensen minder op vakantie gaan See omnystudio.com/listener for privacy information.

The Country
The Country 06/08/25: Emma Higgins talks to Jamie Mackay

The Country

Play Episode Listen Later Aug 6, 2025 4:32 Transcription Available


Rabobank's Senior Analyst – Agriculture talks about the prospect of the $10 holy grail trifecta for farming.See omnystudio.com/listener for privacy information.

Humans of Agriculture
"Be curious and give it a crack": how the Rabo Grad Program super-charged Tim Felan's career

Humans of Agriculture

Play Episode Listen Later Aug 6, 2025 14:46


When Tim Felan was exploring career options fresh out of uni a decade ago, marrying his love for agriculture and finance together just made sense.But he says 'falling into' a trial internship at Rabobank is what really fast-tracked his career to becoming National Manager of Major Agribusiness Clients.He was pleased to see the Rabo Graduate Program formalised in 2023, exposing more uni graduates to the incredible possibilities open to young people in the food and agribusiness sector. Hear how the 18 month bespoke grad program is tapping into the talent pool early, which Tim says is bringing fresh ideas to tackling global challenges in ag. takeawaysAgriculture offers diverse career opportunities beyond traditional rolesGraduate programs at Rabobank attract high-caliber talent.Fresh ideas from graduates can drive positive change in the industry.There are various paths within the agriculture industry, beyond crops and livestock, including finance and technology.Networking and mentorship are crucial in career development.The Rabobank graduate program is a valuable opportunity for aspiring professionals.chapters00:00 Introduction and Career Path in Agribanking06:17 The Value of Graduate Programs in Agribusiness08:30 The Rabo Difference: What Sets Rabobank Apart09:47 Opportunities in Agriculture for Future GenerationsFind out more about the 2026 Rabo Graduate Program and get cracking as applications close 18th August!This episode of Humans of Agriculture is brought to you by our Partners at Rabobank Australia.You can hear more stories of Humans of Agriculture here.If you enjoyed this chat with Tim, share with a friend and let us know your thoughts at hello@humansofagriculture.com.  Don't forget to rate, subscribe, and leave a review! Rabobank Grad Program: If you're on the lookout for a graduate role, head over to Rabobank.com.au to apply for their 2026 Graduate program before the 18th of August! 

Humans of Agriculture
"Stronger together": get to know the Coggan siblings powerhouse

Humans of Agriculture

Play Episode Listen Later Aug 4, 2025 41:53


Choosing to get along seems to be the mindset critical to the success of the Coggan family mixed farming business over five generations. Juggling a massive beef, lamb and grain operation in Queensland's Western Downs, siblings Emily, Tom and Sarah are fast becoming a leading force in the early adoption of ag technology.They're the first beef farmers in Australia to use halter collars, allowing them to double the number of breeder cattle grazing otherwise unproductive land, with virtually zero labour or fencing costs.  You can't miss this fascinating chat with three dynamic young farmers, all with open minds and the courage to back each other and give just about anything a crack!takeawaysThe Coggan family operates a multi-generational farm with diverse operations.Each sibling has a unique role within the family business.Returning to the family farm can be a significant career decision and family dynamics play a crucial role in business success.Technology adoption is transforming agricultural practices.Evaluating new technologies requires courage and thorough due diligence.Success stories with ag tech can inspire further innovation.chapters00:00 Introduction and Roles in the Family Business06:10 Career Paths and Returning to the Farm09:02 The Importance of Family Dynamics17:39 Adoption of Technology in Agriculture20:46 Evaluating New Technologies23:39 Success Stories with Ag Tech26:52 Attracting the Next Generation to AgricultureExplore more episodes of Humans of Agriculture - don't forget to rate, subscribe, and leave a review!If you enjoyed this episode, share it with a friend and let us know your thoughts at hello@humansofagriculture.com.  Rabobank Grad Program: If you're on the lookout for a graduate role, head over to Rabobank.com.au to apply for their 2026 Graduate program before the 18th of August! 

The Country
Rabobank Best of The Country: August 2, 2025

The Country

Play Episode Listen Later Aug 1, 2025 40:59 Transcription Available


Hamish McKay talks to Todd Charteris, and Jamie Mackay talks to Tim King, Emma Poole and Tim Dangen, and Shane Jones. See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
Inside the boardroom: What a company board really does and how to do it better

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jul 30, 2025 47:40


Caroline Levy and Carol Reber know a lot about being on a board. Between them, they sit on the board of six different companies that include Celsius Holdings, Far Niente Wine Estates, Health-Ade, Arterra Wines Canada, Rack & Riddle, and Athletic Brewing Company. On today's episode, Carol and Caroline share their journeys and bring us up to speed on what a company board of directors actually does, who should be on them, and what characteristics distinguish a good board from a bad one. Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge Be sure to listen to Caroline's fantastic podcast, Drinks With Caroline:  Click here   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. Drinks With Caroline is not a part of Rabobank Group. 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.

The Country
The Country 30/07/25: Todd Charteris talks to Hamish McKay

The Country

Play Episode Listen Later Jul 30, 2025 5:17 Transcription Available


Rabobank’s chief executive on achieving top of the class in the bank report cards from Federated Farmers. Plus, he discusses a funding boost for Catchment Communities Aotearoa.See omnystudio.com/listener for privacy information.

Humans of Agriculture
Spotlight: Maddie Morgan on what drives her to better connect Women In Agriculture

Humans of Agriculture

Play Episode Listen Later Jul 30, 2025 18:54


They say you can't be what you can't see, and thankfully there are many incredible role models for women in agriculture these days. When entering the workforce and feeling a little untethered, Maddie Morgan saw a need to better connect those women and grow support networks for industry professionals. As if being an agribusiness lawyer and helping on her family's farm in Condamine QLD wasn't enough, Maddie co-founded the Women in Agriculture network, which keeps her busy and most importantly - connected. Hear her share her aspirations for the initiative's future and the crucial role mentorship has played in her career development. takeawaysMaddie balances her legal career with responsibilities on her family dryland cropping and shorthorn stud Women in Agriculture is events based and aims to create support networks for industry professionalsMaddie emphasises the importance of preserving family relationships in succession planningThe value of mentorship and networks in building a vibrant career in agricultureThe agribusiness sector is seeing a trend towards proactive succession planningMaddie hopes to continue growing her initiatives and providing opportunities for othersChapters03:03 Balancing Law and Agriculture05:57 The Journey into Agribusiness Law09:11 Succession Planning in Agriculture11:47 Women in Agriculture: Building Networks15:05 The Young Beef Producers Forum18:04 Looking Ahead: Future AspirationsThis episode of Humans of Agriculture is brought to you by our friends at Rabobank Australia.You can hear more episodes of Humans of Agriculture here.If you enjoyed this episode, share with a friend and let us know your thoughts at hello@humansofagriculture.com.  Don't forget to rate, subscribe, and leave a review! Rabobank Grad Program: If you're on the lookout for a graduate role, head over to Rabobank.com.au to apply for their 2026 Graduate program before the 18th of August! 

RNZ: Afternoons with Jesse Mulligan
Getting the spread on all things butter

RNZ: Afternoons with Jesse Mulligan

Play Episode Listen Later Jul 25, 2025 20:13


Why is butter so expensive? Can people power really make a difference? What happens if Fonterra leaves the NZ market? We put all our butter questions to Emma Higgins, Senior Agricultural Analyst at Rabobank. Then we talk to someone who has churned their own butter to find out if DIY spreads are an option.

The Country
Rabobank Best of The Country: July 26, 2025

The Country

Play Episode Listen Later Jul 25, 2025 41:22 Transcription Available


Jamie Mackay talks to Scott Barrett, Mark Warren, Jane Smith, Jen Corkran, and Neville Clark. See omnystudio.com/listener for privacy information.

Humans of Agriculture
Agricultural land boom: analyst Paul Joules explains the market dynamics at play

Humans of Agriculture

Play Episode Listen Later Jul 23, 2025 9:21


If one word could sum up the current agricultural land market - volatile - is how Rabobank analyst Paul Joules would describe it. He reckons the unprecedented 80% growth in land prices in recent years is changing the way farmers make decisions... shifting their focus to productivity over expansion. This bite-size chat touches on the influence of commodity prices and global supply chains on land values, as well as the emerging trend of partnerships in farm purchases.takeawaysAgricultural land prices have increased by about 80% from 2020 to 2023There has been a recent 6% decline in land prices, but they remain high historicallyThe agricultural sector is entering a phase of more modest growthCorporate investment in agriculture has increased but is showing signs of tapering offFarmers may shift focus from expansion to maximising productivity on existing landCommodity prices have a significant lag effect on land valuesNew farmers face challenges due to high land prices and market volatilityPartnerships and joint ventures may become more common in agriculturechapters02:59 Current Trends in Agricultural Land Values05:38 Impact of Corporate Investment on Agriculture08:47 Challenges for New Farmers in the Current MarketYou can hear more episodes of Humans of Agriculture here.This episode of Humans of Agriculture is brought to you by our Partners at Rabobank Australia.If you enjoyed this episode, share with a friend and let us know your thoughts at hello@humansofagriculture.com.  Don't forget to rate, subscribe, and leave a review!

The Country
The Country 22/07/25: Jen Corkran talks to Jamie Mackay

The Country

Play Episode Listen Later Jul 22, 2025 5:47 Transcription Available


Rabobank’s senior analyst comments on record red meat prices and a better outlook for New Zealand avocado growers as global demand “smashes” past the $30 billion mark. See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
Every diversification strategy, ranked

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jul 17, 2025 67:04


In this episode, we discuss all the ways a beverage firm can diversify its business and the consequences when things go wrong. Whether it is geographical expansion, vertical integration, moving into adjacent categories, or route to market, we debate the merits, downsides, and myriad real-world examples of seven different diversification strategies and runway for each strategy to be successful going forward. Read our report on diversification strategies: Beverage market buzz: Balancing diversification versus focus. Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com. Check out the rest of our written research: Rabobank.com/knowledge.   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.

The HC Insider Podcast
War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

The HC Insider Podcast

Play Episode Listen Later Jul 15, 2025 45:38


In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how commodity traders can better navigate the more volatile times ahead.  The book is available here: https://www.amazon.com.au/War-Wheat-Navigating-markets-conflict/dp/1763580938 

The Mike Hosking Breakfast
Brad Siebert: NZ Avocado CEO on the predicted strong 2024/25 season

The Mike Hosking Breakfast

Play Episode Listen Later Jul 14, 2025 3:07 Transcription Available


An expected uptick in the country's avocado production as the global market value smashes past $30 billion. A Rabobank report reveals our avocado industry saw a strong recovery last year after crop losses in 2023, due to Cyclone Gabrielle. NZ Avocado's forecasting a production increase of around two-million trays for the 2024/25 season, compared to the last. NZ Avocado CEO Brad Siebert told Heather du Plessis-Allan they've got all the ingredients for a better season ahead. He says New Zealand avocados are harvested for over 10 months of the year – a unique window compared to many of our offshore competitors. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Liquid Assets: A Beverage Industry Podcast
How to save money on ingredients (and still taste good), featuring Kerry Group

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jun 30, 2025 56:09


What happens when you move a production plant from Europe to the United States or switch from Florida oranges to Brazilian oranges? Does your product still taste the same? Has technology made it possible to replace 50% of the sugar in a beverage with zero-calorie sweetener and avoid a nasty aftertaste? John Kelly and Paul Villis from Kerry Group join us to talk through how beverage brands are changing ingredients and deciding to focus on either reformulation (i.e., cost savings) or innovation (i.e., revenue growth).  Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com   Check out the rest of our written research: Rabobank.com/knowledge   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 Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer

Liquid Assets: A Beverage Industry Podcast
What's wrong with the alcohol industry? Featuring the Business of Drinks podcast

Liquid Assets: A Beverage Industry Podcast

Play Episode Listen Later Jun 18, 2025 68:18


It's not a fun time to work in the alcohol business. Demand is down in almost every segment and in almost every geography. Costs are rising. And most every category is in some state of oversupply. How on earth did we get here?  Erica Duecy and Scott Rosenbaum, hosts of the Business of Drinks podcast, join the RaboResearch team to debate what is driving the recent declines in the alcohol industry using our favorite debate format: a draft!  Want to sign up for our written research? Have a question, qualm, or a story to tell? Reach out via email: Bourcard.Nesin@rabobank.com Check out the rest of our written research: Rabobank.com/knowledge Check out Business of Drinks on Spotify or Apple Podcasts 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. Business of Drinks is not a part of Rabobank Group. Please read our disclaimer here:  https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer  

Geopolitics & Empire
Michael Every: Neo-Mercantilism & the New World Order

Geopolitics & Empire

Play Episode Listen Later Jun 9, 2025 54:26


Michael Every of Rabobank discusses the evolving global financial and geopolitical landscape. He explores the potential transformation of the dollar system from one based on financialization to one focused on industrial production, possibly involving Bitcoin as a strategic reserve and dollar stablecoins, with the aim of reducing inequality both within and between countries. The conversation also touches on the concept of multipolarity and the emergence of regional blocs, while questioning whether any alternative currency or system can truly replace the dollar's global acceptance. He examines the potential for military conflict in this great interregnum period and explains neo-mercantilism as the key takeaway. Watch on BitChute / Brighteon / Rumble / Substack / YouTube Geopolitics & Empire · Michael Every: Neo-Mercantilism & the New World Order #563 *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape Technocracy course (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics PassVult https://passvult.com Sociatates Civis (CitizenHR, CitizenIT, CitizenPL) https://societates-civis.com Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Rabobank https://www.rabobank.com/knowledge/our-experts/011085368/michael-every X https://x.com/TheMichaelEvery About Michael Every 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. *Podcast intro music is from the song "The Queens Jig" by "Musicke & Mirth" from their album "Music for Two Lyra Viols": http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

Thoughtful Money with Adam Taggart
Markets COMPLETELY Unprepared For Coming Geopolitical Shocks | Michael Every

Thoughtful Money with Adam Taggart

Play Episode Listen Later Jun 8, 2025 75:24


WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest predicted -- years in advance -- the shift away from globalization towards nationalism/mercantilism by the world's major countries.Well, now that the previously unipolar globe is in the process of fracturing into multiple power and trading blocks, 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.Michael predicts many more shocks lie ahead for the global economy -- and that today's richly valued markets are completely unprepared for them.#geopolitics #globalization #mercantilism _____________________________________________ 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 © 2025 Thoughtful Money LLC. All rights reserved.