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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.
Jamie talks to Mark de Lautour, Damien O'Connor, Amber Carpenter, Emma Higgins, and Stephen "Beaver" Donald. See omnystudio.com/listener for privacy information.
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.
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.
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.
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.
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________________________
Jamie Mackay talks to Mike Petersen, Stefan Vogel, Jane Smith, Mark Leslie, and Shane Jones.See omnystudio.com/listener for privacy information.
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.
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
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.
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------------
Compliance adviseert: Ervaringen van experts uit de financiële wereld
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)
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.
Jamie Mackay talks to Stephen Fleming, Christopher Luxon, Michael Every, and Graeme Williams.See omnystudio.com/listener for privacy information.
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.
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.
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.
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.
Jamie Mackay talks to Stacey Waaka, Winston Peters, Kate Acland, Wayne Langford, and Chris Hipkins. See omnystudio.com/listener for privacy information.
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.
Tom Dosdall Stone X; Lance Zimmerman, Rabobank
Jamie Mackay talks to Farmer Tom Martin, Cameron Bagrie, Dr Jacqueline Rowarth, Emma Higgins, and Jane Smith. See omnystudio.com/listener for privacy information.
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.
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!
Rabobank's Senior Analyst – Agriculture talks about the prospect of the $10 holy grail trifecta for farming.See omnystudio.com/listener for privacy information.
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!
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.
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.
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.
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!
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.
Jamie Mackay talks to Scott Barrett, Mark Warren, Jane Smith, Jen Corkran, and Neville Clark. See omnystudio.com/listener for privacy information.
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!
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.
Jamie Mackay talks to Damien O'Connor, Derek Daniell, Christopher Luxon, Bruce Weir and Amber Brador, and Winston Peters. See omnystudio.com/listener for privacy information.
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.
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
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.
Jamie Mackay talks to Stuart Nash, Hugh Jackson, Cameron Bagrie, Farmer Tom Martin, and Jo Luxton.See omnystudio.com/listener for privacy information.
Op de afscheidsreceptie van Klaas Knot waren louter lovende woorden te horen over de man die 14 jaar aan het hoofd stond van De Nederlandsche Bank. ‘Alle lof voor Klaas, hij heeft geen blunders begaan,’ zegt macro-econoom Arnoud Boot, die bij de receptie aanwezig was en de bitterballen heeft laten staan. Maar inhoudelijk is er wel reden voor kritische vragen, meent hij. ‘Maar daarvoor heb je geen afscheidsreceptie.’ Eerst maar even, hoe was het? De frituurpannen draaiden overuren, de bitterballen vonden gretig aftrek. Iedereen was er: de topman van ING, van de Rabobank, de Nederlandse Vereniging van Banken. Van alles en nog wat was er. Het geluk was dat het officiële gedeelte met de speeches maar een half uur duurde. Ik ben bij meer recepties geweest met mensen van een vergelijkbaar leeftijdsprofiel, waar die speeches dermate lang waren dat letterlijk mensen flauwvielen. Dan werd er even onderbroken tot die persoon weer opgetakeld was. Dat was hier gelukkig niet zo. Welke inhoudelijke opmerkingen zijn er gemaakt? Op een afscheidsreceptie worden nu eenmaal alleen positieve dingen gezegd, en daar is ook alle reden toe. Klaas Knot heeft het veertien jaar gedaan en geen enkele blunder begaan. Alle lof voor hem en hoe hij het heeft gedaan. Hij heeft zich inhoudelijk staande gehouden en geen uitglijders gemaakt. Als je hem hoorde spreken, kreeg je ook de indruk dat het uitstekend gaat met de Nederlandse banken. En qua financiële stabiliteit is dat ook zo: ze staan niet op omvallen. Maar de vraag is of ze wel genoeg doen voor de samenleving. Daar kun je zeker grote vraagtekens bij zetten. Is dat een verwijt aan Klaas Knot dan? De vraag is hoe sturend een president van De Nederlandsche Bank eigenlijk kan zijn, omdat het toezicht op de grote banken inmiddels vooral in Frankfurt gebeurt, bij de Europese Centrale Bank. Je moet je afvragen hoe de financiële sector is georganiseerd en of die nog bijdraagt aan de wereld van morgen. Daar kun je namelijk veel kritischer over zijn. Want een president van een lokale centrale bank speelt wél een belangrijke publieke rol, bijvoorbeeld in het uitleggen van economische en monetaire kwesties. Maar het ministerie van Financiën is in de afgelopen jaren door een groot aantal verschillende bewindspersonen geleid, en niet altijd door mensen die op de goede plek zaten. Klaas Knot heeft wekelijks overleg met de minister van Financiën. Juist in een periode met veel wisselingen op dat ministerie is het cruciaal om een stabiele factor te hebben: iemand die het economische en monetaire beleid goed kan duiden en uitleggen. In zekere zin werkt zo’n centrale bankpresident ook opvoedkundig richting de minister van Financiën. Ik denk dat Klaas Knot dat goed heeft gedaan. Nu neemt Olaf Sleijpen het van Knot over. En Knot zelf? Hij was onderdeel van de ECB en wordt genoemd als opvolger van Christine Lagarde. Maar de echte uitdaging zit in de invloed van Nederland in Brussel. Daar zijn we via Wopke Hoekstra op een zijtafel gepositioneerd. We moeten niet gaan mikken op een ECB-president. Klaas Knot gaat heus wel een mooie andere betrekking vinden ergens. Wij moeten werk maken van onze invloed in de Europese Commissie. See omnystudio.com/listener for privacy information.
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
Rabobank's Asia-based geopolitics strategist Michael Every shares the key messages from the keynote address at the New Zealand Primary Industry conference. RaboResearch GM Stefan Vogel joins Michael to discuss what Iran, the US, and China mean for New Zealand and Australia. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://research.rabobank.com/far/en/footer/disclaimer.html for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.
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
Welcome to a very special edition of Business of Drinks. In this episode, co-hosts Erica Duecy and Scott Rosenbaum team up with Rabobank's Liquid Assets podcast hosts — VP of Beverage Research Bourcard Nesin and Senior Beverage Analyst Jim Watson — for the first-ever Bev-Alc Debate Club.Today's topic? The question that's haunting boardrooms and bottling lines across the country: What's wrong with the alcohol industry?To unpack it, we went head-to-head in a spirited draft format. Each of us chose what we believe is the biggest force behind Bev-Alc's current decline — and then we debated the heck out of it.What followed was a lively, insightful, and at times contrarian conversation that spanned:
This episode is brought to you by the Insta360 GO 3S action cameraThis week, James and Will are joined by ex-pro Levi Leipheimer. Levi turned pro in 1997 and in 2000 hit the big time with US Postal, riding as a teammate of Lance Armstrong. Stints at Rabobank, Astana and Radioshack followed, during which time he won the Tour de Suisse, three Tours of California, the Dauphine and two stages of the Vuelta a España, finishing second in Spain in 2008. His last contract at QuickStep in 2012 was cut short after Levi admitted to doping during his career, his admittance of guilt and subsequent testimony playing a role in the take down of Lance Armstrong. Today Levi is open about this part of his past, and here he speaks candidly about doping, both his feelings at the time and his feelings on the subject now, both in the context of US Postal and the early 2000s and the cycling now.Today, Levi heads up the event he founded some 16 years ago, Levi's Gran Fondo amateur race and its pro-race sibling, The Growler. As the US calendar shrinks, the 220km Growler is said to be 'the hardest one-day race in North America', and the only race broadcast live in the States, this year via YouTube. Levi talks us through the importance of the Growler to the US domestic scene, from the $156,000 prize purse that helps fund poorly paid pros, to the platform it offers young talent.Interview begins at 8:13------This episode is brought to you by Insta360, the 360-degree filming action camera specialists. Insta360 has now launched two GO 3S cycling bundles: a Cycling Multiview bundle that captures all angles plus a Cycling POV bundle for a great point of view. Check out the all-new, road-cycling-perfect Insta360 GO 3S here and don't forget to use the code Cyclist at the checkout for a free Insta360 GO 3S carry case, plus for a limited time there's also 15% off. Hosted on Acast. See acast.com/privacy for more information.
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)
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.
What does it really take to build an HR function that's agile, data-driven, and truly influential at the top table? In this episode of the Digital HR Leaders podcast, host David Green speaks with Janine Vos, Chief Human Resources Officer and Managing Board Member at Rabobank to explore how she has led her team through a significant transformation - shaping an HR function that not only keeps pace with business change, but helps lead it. From embedding agility into the day-to-day to using data as a lever for influence, Janine shares the strategies that have helped her team earn credibility and drive impact. Join them, as they discuss: What being agile actually looks like in practice, and how Rabobank brought it to life How to shift behaviours and mindsets to support new ways of working Why data is only powerful when it's paired with trust and strong relationships How Janine helps her team move beyond the numbers to tell meaningful stories The value of having people analytics report directly to the CHRO - and what others may be missing What HR leaders need to prioritise today to stay relevant tomorrow Whether you're leading transformation or seeking to add more strategic business value, this episode sponsored by HiBob, offers practical insights and forward-thinking strategies to help you navigate what's next. HiBob is a fast-growing new leader in the HCM market. In fact, according to HR tech guru Josh Bersin, HiBob is one of the few SaaS companies that have successfully cracked the code on user experience. Josh Bersin says that Bob is not only feature-rich but genuinely enjoyable to use. Read his review of Bob--as an HR tech analyst and user--at www.hibob.com/davidgreen2025. Hosted on Acast. See acast.com/privacy for more information.
Young people are drinking less, but virtually all those declines are driven by men. If they do consume alcohol, men drink twice as much as women. In this episode, we speculate on what could be changing in the culture and in the lives of young men that is pushing them away from alcohol. Link to our report on Gen Z drinking habits: 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.