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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.
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.
Rabobank's Senior Analyst – Agriculture talks about the prospect of the $10 holy grail trifecta for farming.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!
On today's REX Daily Podcast, Dom talks with Stu Davison from HighGround Dairy about the latest Global Dairy Trade Event (+0.7%), the continuing demand for NZ butter and why geopolitical tensions are driving buyers towards NZ products... He talks with Rabobank NZ Senior Animal Protein Analyst Jen Corkran about the buoyant red meat export market for NZ products, what factors are contributing to it and the outlook for Spring prices... And he talks with Marnco CEO Mark Been about its rocky foray into the NZ fertiliser market, the impact it's made during its first 18 operating in NZ and its strategy for future growth. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.
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.
In case you missed it... Dom talks with Sarah Barr from Rural Coach about Rabobank's White Paper ;Changing of the Guard', and the urgent need for clear farm succession planning, her role as a farm succession facilitator and the key things to get right when going through the process. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.
Food inflation figures are beginning to ease year-on-year, but some key categories remain elevated. The figure is sitting at three percent for the June quarter, down point-2 of a percent on the previous reading. Rural Editor Emily Minney spoke with Rabobank's Senior Food Retail Analyst Michael Harvey about the data.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.
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!
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.
On today's REX Daily Podcast, Dom talks with Sarah Barr from Rural Coach about Rabobank's White Paper ;Changing of the Guard', and the urgent need for clear farm succession planning, her role as a farm succession facilitator and the key things to get right when going through the process... He talks with Mick Withers from Rural Livestock about the healthy state of the beef market, what factors are causing it and concerns around supply... And he talks with Mike Bramley, DairyNZ Southern Northland & Auckland Senior Area Manager, about the re-introduction of the DairyNZ discussion groups, why they stopped them and what format they'll take in the future. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.
Dom talks with Sarah Barr from Rural Coach about Rabobank's White Paper ;Changing of the Guard', and the urgent need for clear farm succession planning, her role as a farm succession facilitator and the key things to get right when going through the process. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.
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.
Dom talks with Catchment Communities Aotearoa Chair Ben Ensor about a recent funding boost from the government and Rabobank, the work the group undertakes and the progress its made so far. Tune in daily for the latest and greatest REX rural content on your favourite streaming platform, visit rexonline.co.nz and follow us on Instagram, Facebook and LinkedIn for more.
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 de IEX BeleggersPodcast van deze week schuift Peter Vonk, senior beleggingstrateeg bij de Rabobank, aan bij IEX-analist Hildo Laman en host Pieter Kort. Ze bespreken de chipoorlog, de dominantie van ASML en de hardnekkige aantrekkingskracht van alles wat ‘tech' heet.Ook in deze aflevering: favoriete thema's en sectoren (denk: robotica en duurzame energie), Hildo over het AI-geweld tijdens het cijferseizoen, en luisteraarsvragen over TSMC, een mogelijke stock split en de comeback van Sligro. En er wordt hardop nagedacht over de vraag: is beleggen op een all-time high eigenlijk wel zo eng als het klinkt?Luisteren dus! Druk de play-knop of via je favoriete podcast-app. Alle onderwerpen op een rij:AEX op all-time highs ondanks handelsoorlog en ASML-nieuws; hoe dan?AI-hype: heeft AI al impact op de winstcijfers?Aandelen of obligaties, wat heeft de voorkeur? Europa vs Amerika: wie loopt voorop, en wat doet China?Chipoorlog: Nvidia mag leveren aan China; wat zijn de gevolgen voor ASML en ASMI?Aandelenrondje: ASML, Nvidia TSMCOp het Damrak: TomTom, Sligro, NedapLuisteraarsvraag: wat kan een reden zijn voor een stock split?Vooruitblik: welke sectoren en thema's krijgen de aandacht komende tijd?► IEX Premium stelt u in staat om een hoger rendement op uw beleggingen te behalen. Krijg nu 3 maanden toegang tot IEX Premium voor slechts 24,95 en profiteer van 67% korting!►Bekijk onze socials eens: X & Instagram
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.
In deze aflevering van Money Talks gaan we het hebben over de basis: je eerste huis kopen. Je denkt misschien: hoe dan? Kan dat nog als starter, of is het gewoon kansloos geworden? En als je het probeert, waar moet je dan beginnen?Gelukkig zit Revy Rosalia van Rabobank bij ons – hij is onze financiële expert in deze serie en weet alles van hypotheken, schulden en hoe je wél een kans maakt op de woningmarkt. Check hier de tips en trics. Een huis huren of kopen? Ontdek hier de voor- en nadelen van huren of kopen. Een huis kopen met studieschuld. De studieschuld heeft invloed op het hypotheekbedrag dat je maximaal kan lenen. Bij de hypotheekberekening wordt rekening gehouden met de openstaande studieschuld. Lees hier meer over de mogelijkheden. Je eerste huis kopen? Dit kan spannend zijn, zeker in deze krappe woningmarkt. Met deze 7 tips helpt Rabobank je op weg. Of ontdek je mogelijkheden in het gratis Eerste-Huis-Gesprek. Dit is een gratis en vrijblijvend gesprek met een adviseur. Zo krijg je snel inzicht in jouw mogelijkheden Wil je zelf berekenen hoeveel je kunt lenen en wat je maandlasten worden? Vul de rekentool in op rabobank.nl www.rabobank.nl/particulieren/hypotheek/hypotheek-berekenenVolg Rabobank via haar socials Insta & TikTok
Vandaag gaat het bij Money Talks over iets waar veel jongeren van dromen: een eigen onderneming starten. Maar wat nou als je geen bergen cash hebt? Kan je dan wel beginnen? Natuurlijk weer met Revy Rosalia van Rabobank, onze financiële expert die alles weet over starten met weinig geld, slimme tips en de fouten die je wil vermijden. Heb je echt geld nodig om een bedrijf te starten? Het is handig om een startkapitaal te hebben om de eerste kosten van je bedrijf te kunnen betalen. Hoeveel? Dit hangt sterk af van het soort bedrijf dat je gaat starten. Bijvoorbeeld voor een contentmaker is dat beperkt, voor een productiebedrijf veel meer. Tip: het maken van een financieringsbegroting helpt je bij de start van je bedrijf. Een bedrijf beginnen zonder geld? Valt je plan dan in duigen? Dat hoeft zeker niet. Er zijn meerdere manieren om aan een startkapitaal te komen om zo jouw ondernemersdroom waar te maken. Lees hier hoe je toch je eigen bedrijf kan beginnen zonder geld, door bijvoorbeeld gebruik te maken van crowdfunding. Ook zijn er subsidies en regelingen waar je als startende ondernemer mogelijk gebruik van kunt maken. Lees hier de 13 belangrijkste subsidies en regelingen van 2025. De start van je eigen onderneming begint met een idee. Wat is je passie? Wie zijn je ideale klanten? Welke problemen wil jij graag voor anderen oplossen? Deze 11 stappen helpen jou om je eigen bedrijf te starten. Volg Rabobank via haar socials Insta & TikTok
As the geopolitical situation shall we say... deteriorates, what impact are overseas conflicts and trade disputes having on Aussie grain markets? Vitor Pistoia, Senior Grains and Oilseeds Analyst for Rabobank, is watching global events closely and joins Oli to explain the resulting market dynamics, as well as the opportunities for canola growers as the Sustainable Aviation Fuels industry gains traction. takeawaysGeopolitical events have a lag effect on grain pricesSustainable aviation fuel is gaining traction but requires clear guidelinesThe balance between food and fuel production is a critical issueFarmers must stay informed about competitor crops and market trendsMonitoring currency and bond markets is essential for decision-makingchapters00:00 Introduction to global grain and oilseed markets05:18 Current trends in grain and oilseed prices08:01 The impact of global events on agriculture11:04 Sustainable Aviation Fuels: current status and future13:32 The dilemma of food vs. fuel16:03 Future projections for grains and oilseedsThis 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!
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.
We preview the Rabobank farm succession workshops with a Wairarapa farm accountant, hobby farmer and former 1995 Sharemilker of the Year.See omnystudio.com/listener for privacy information.
Jamie Mackay talks to Dame Lisa Carrington, Craig Piggott, Christopher Luxon, and Taine Randell 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.
Jamie Mackay talks to Eric Roy, Michael Every, Todd McClay, and Shane Jones. See omnystudio.com/listener for privacy information.
#3em1Agro - confira os destaques desta quinta-feira (26/06/25):➡️ Congresso anula alta do IOF; Haddad fala em buscar novas fontes de receitas.➡️ Para onde vai o dólar? Confira projeção feita pelo Rabobank!➡️ USDA divulga na próxima semana um dos mais importantes relatórios do ano; saiba o que esperar!
E-bikes en telefoons deze week in de Bright Podcast. Met een nieuwe Fairphone, een soort van nieuwe Veloretti en de terugkeer van de VanMoof-broers. Verder sleutelt Apple nog volop aan zijn nieuwe systemen, gratis wasjes draaien en geld terug van PlayStation? Sponsor: Wil je weten hoe IT professionals bij Rabobank stappen maken richting duurzamer IT gebruik? Bekijk meer op rabobank.jobs/IT Tips uit deze aflevering: Serie: En door!, onze reeks over 15 jaar elektrisch rijden in samenwerking met Renault. Waar komen we vandaan, waar staan we nu en waar gaat het heen met de EV? We bespreken mythes en bekijken de nieuwste ontwikkelingen. En dat doen we leuk, al zeggen we zelf. Game: Death Stranding 2: On the Beach verschijnt morgen voor de PS5! Het vervolg op de gevierde game uit 2019 van Hideo Kojima. Met opnieuw een sterrencast, waaronder veel persoonlijke helden van Kojima, en een heerlijke originele soundtrack. In de game ga je dit keer als Sam Porter Bridges (gespeeld Norman Reedus die we kennen van The Walking Dead) naar Mexico en Australië om steden op het netwerk aan te sluiten en als koerier allerlei goederen rond te brengen. Het vechten is verbeterd, de BT’s zijn gevaarlijker en we kijken ook uit naar de nieuwe monorail waarmee je je veel sneller door het landschap kunt verplaatsen. Death Stranding is een game maar vooral ook een popcultuur-fenomeen. Floris: Dept. Q op Netflix. Een crime thriller in de Schotse hoofdstad Edinburgh. Draait om een neergeschoten, bloedchagrijnige detective die mag re-integreren door cold cases te onderzoeken. En hij heeft meteen beet met een hele vreemde zaak rond een verdwenen openbaar aanklager, een zaak die met de aflevering vreemder wordt. Hoofdpersoon Carl Morck wordt sterk gespeeld door Matthew Goode, die een eikel met een gestrekt been neerzet maar gedurende de serie toch steeds meer zijn hart laat zien. Spannende serie met humor.See omnystudio.com/listener for privacy information.
Rabobank's chief executive on the bank's latest report on farm succession, Changing the Guard, which has found over half of all New Zealand farm and orchard owners will reach the age of 65 in the next decade.See omnystudio.com/listener for privacy information.
A new Rabobank report reveals within the next 10 years, New Zealand agriculture will begin its largest-ever inter-generational transfer of wealth. More than half of farm and orchard owners will reach the age of 65 in the next decade, but only a third have a formal succession plan. It's estimated $150 billion worth of farming assets will change hands. Rabobank CEO Todd Charteris told Mike Hosking the challenge is farms are getting better, but there are fewer farm owners, so the capital requirements are big. He says we need to continue to explore different ownership models. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Apple staat op het punt om z'n grootste overname in de geschiedenis te doen. Volgens Bloomberg wil het AI-zoekmachine Perplexity overnemen, om de achterstand op concurrenten weg te werken. Apple hoopt daarmee het koersverlies te kunnen stoppen: sinds begin dit jaar ging het aandeel al bijna 20 procent omlaag. Of het genoeg is voor Apple om weer in de buurt van de pole position te komen in de AI-wapenwedloop, bespreken we deze aflevering. We hebben het over de situatie in het Midden-Oosten. De Verenigde Staten is direct betrokken geraakt in een militair conflict in Iran, met een bombardement op drie Iraanse nucleaire complexen. Maar de beurs reageert nauwelijks, en zelfs de olieprijs lijkt zich er bijna niks van aan te trekken. En Elons zelfrijdende robotaxi mag eindelijk de weg op. Althans, alleen in de Texaanse stad Austin, en het zijn er ook pas enkele tientallen. Je zit ook niet alleen in de auto, dat durfde Tesla nog niet aan: een Tesla-medewerker rijdt op de bijrijdersstoel met je mee. Toch schiet het Tesla-aandeel hard omhoog, maar is dat niet een beetje te enthousiast? See omnystudio.com/listener for privacy information.
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:
Een hele verzameling aan tech-nieuws in deze aflevering. Van de Trump-telefoon en de Tesla-vrachtwagen tot advertenties in Whatsapp en de nieuwe richtlijn voor smartphonegebruik door minderjarigen. Verder deze week: weer een tik op de vingers voor Apple, meer over aanstaande telefoons van Nothing en OnePlus en een geestig spotje van de Google Pixel. Sponsor: Wil je weten hoe IT professionals bij Rabobank stappen maken richting duurzamer IT gebruik? Bekijk meer op rabobank.jobs/IT Tips uit deze aflevering: Speech: Twintig jaar geleden gaf Steve Jobs een commencement speech aan Stanford University. (Hij was zelf een drop-out.). De ‘Connecting the Dots’ speech is sinds hij op YouTube verscheen miljoenen keren bekeken en voor de twintigste verjaardag geupgrade naar HD. Stay hungry, stay foolish! Serie: Mercy for None op Netflix. Wat krijg je als je de leukste delen van The Punisher en John Wick combineert tot een Zuid-Koreaanse noir-serie? Nou, dit dus, grof geweld van een man die wraak komt nemen voor de moord op zijn broer. Meer hoef je niet te weten, kijken dit! Serie: Stick op Apple TV+, een sitcom over een afgeschreven pro-golfer, gespeeld door Owen Wilson, die een jonge golfer gaat begeleiden. Zijn beste vriend wordt gespeeld door comedian Mark Maron, altijd leuk. Gemaakt door een deel van de mensen achter Ted Lasso, ook een beetje dezelfde insteek maar toch anders.See omnystudio.com/listener for privacy information.
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.
Tune in to Today's AgNet News Hour: Updates, Insights & Opportunities for Our Farmers Today's AgNet News Hour is packed with essential updates and insights that every farmer and ag industry professional should hear. With a blend of practical, timely information and stories of resilience, our team is here to bring you the latest in ag news. We're diving deep into the significant news that China and the U.S. have reached a framework for a new trade deal, with final sign-offs expected soon. Learn what this means for your exports and how it might open up fresh opportunities in a global market that's eager for top-quality American produce. Trade wars have long challenged us, but today's show highlights how a potential deal could be the turning point for farmers and ranchers across the nation. California's dairy world is also making headlines! This month, the California Milk Advisory Board is partnering with Raley's Food for Families program to ensure more families get nutritious dairy foods. Plus, there's a bill in the works that would allow schools to serve whole and 2% milk again. Tune in for updates on this initiative that could help boost demand for dairy products while nourishing the next generation. We're also covering how improved forest management strategies are taking shape. Learn how plans to clean up California's forests are not only aimed at preventing devastating wildfires but also at boosting timber production. These policies could spell new opportunities for our rural economies. And don't miss our conversation with David Magana from Rabobank. He breaks down how tariffs and inflation are affecting U.S. agriculture—and what this means for your bottom line. Plus, get insights on new almond production research that could help you maximize orchard yields and profitability. We're your trusted source for ag news and analysis. Join us and stay informed on the policies, markets, and stories shaping your industry. Don't miss out—listen today and make every decision count.
On Wednesday's AOA, we start the show with a look at grains, cotton, dairy and cattle markets with Shawn Hackett from Hackett Financial Advisors. In Segment Two, we have a conversation with Congressman Tracey Mann (R-KS). In Segment Three, we look at the global picture for grains and oilseeds as we move into summer with Steve Nicholson, Global Sector Strategist for Grains and Oilseeds with Rabobank. Then we close the show in Segment Four with a planting update and talk of what it means to be a Dad on the farm with Brent Renner, fourth-generation farmer and United Soybean Board director from Klemme, IA.
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.