Podcasts about Rabobank

Jamie Mackay talks to Cameron Bagrie, Jo Luxton, Michael Harvey, Alex Tait, and Shane Jones.See omnystudio.com/listener for privacy information.

Australian beef exports to China have surged, as an annual quota looms. China has set an import quota for Australian produce at just 205 thousand tonnes for the year before a 55 percent tariff is applied. About 21 percent of that figure has been filled in the first two months of the year. Rural Editor Emily Minney spoke with Rabobank's Angus-Gidley Baird about how the quota has affected trade so far this year. See omnystudio.com/listener for privacy information.

Sam Taylor, farm input analyst with Rabobank, on current fertilizer availability and what it means for producers. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Dag vijf van de oorlog in Iran. De aanvallen gaan door, de onrust in het Midden-Oosten blijft. De chaos op de beurzen in Azië ook: de Kospi verloor op een dag maar liefst 12 procent. Een veldslag, maar opvallend niet op de Europese beurzen. Het lijkt erop dat beleggers gerust worden gesteld door Trump én zijn minister van Financiën. De Amerikaanse regering zegt namelijk dat de Amerikaanse marine olietankers gaat beschermen. Dat het maatregelen neemt om de olietransporten veilig te houden. Iets dat de olieprijs én de aandelenhandel goed deed. Deze aflevering hebben we het over die belofte. Kan 'ie die wel nakomen? En is het wel terecht dat beleggers vandaan zo rustig reageren?Ondertussen komt de VS wel met een economische aanval. De wereldwijde importtarieven (van 15 procent) gaan deze week gewoon in, zegt minister Scott Bessent. Ondanks de oorlog in het Midden-Oosten en de volatiliteit op de beurzen...Hebben we het ook over een bedrijf dat met de kwartaalcijfers komt: ASM. De chipmachinemaker komt met een grote verassing! In de laatste maanden van 2025 verdiende het meer aan China en datzelfde land gaat dit jaar ook voor veel omzet zorgen. ASM spreekt over ‘een aanzienlijke verbetering ten opzichte van onze eerdere prognose van een daling met dubbele cijfers’.Verder praten we je ook bij over de ruzie tussen de VS en Spanje. De Amerikanen willen géén handel meer doen met de Spanjaarden. Allemaal omdat het land geen zin heeft in de Iran-oorlog. Hoor je ook over de ruzie tussen Anthropic en het Pentagon, het aandeel Coinbase én een man die in een keer een miljoen Nvidia-aandelen heeft gekocht. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Rabobank’s Australian-based Senior Dairy Analyst comments on the surge in the GDT auction, and we also look at the trade challenges of the Middle East War for the world economy.See omnystudio.com/listener for privacy information.

Dag vijf van de oorlog in Iran. De aanvallen gaan door, de onrust in het Midden-Oosten blijft. De chaos op de beurzen in Azië ook: de Kospi verloor op een dag maar liefst 12 procent. Een veldslag, maar opvallend niet op de Europese beurzen. Het lijkt erop dat beleggers gerust worden gesteld door Trump én zijn minister van Financiën. De Amerikaanse regering zegt namelijk dat de Amerikaanse marine olietankers gaat beschermen. Dat het maatregelen neemt om de olietransporten veilig te houden. Iets dat de olieprijs én de aandelenhandel goed deed. Deze aflevering hebben we het over die belofte. Kan 'ie die wel nakomen? En is het wel terecht dat beleggers vandaan zo rustig reageren?Ondertussen komt de VS wel met een economische aanval. De wereldwijde importtarieven (van 15 procent) gaan deze week gewoon in, zegt minister Scott Bessent. Ondanks de oorlog in het Midden-Oosten en de volatiliteit op de beurzen...Hebben we het ook over een bedrijf dat met de kwartaalcijfers komt: ASM. De chipmachinemaker komt met een grote verassing! In de laatste maanden van 2025 verdiende het meer aan China en datzelfde land gaat dit jaar ook voor veel omzet zorgen. ASM spreekt over ‘een aanzienlijke verbetering ten opzichte van onze eerdere prognose van een daling met dubbele cijfers’.Verder praten we je ook bij over de ruzie tussen de VS en Spanje. De Amerikanen willen géén handel meer doen met de Spanjaarden. Allemaal omdat het land geen zin heeft in de Iran-oorlog. Hoor je ook over de ruzie tussen Anthropic en het Pentagon, het aandeel Coinbase én een man die in een keer een miljoen Nvidia-aandelen heeft gekocht. Te gast: Nico Inberg van De Aandeelhouder BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

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

Dom talks with Jen Corkran, Rabobank senior animal proteins specialist, about its Q1 Global Beef Quarterly Report, the outlook for 2026 and what effect geopolitical tensions could have on NZ's beef trade. 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.

On today's REX Daily Podcast, Dom talks with Stu Davison from HighGround Dairy about the latest Global Dairy Trade Event (+5.7%), what's driving the continuing high prices and how geopolitical tensions are effecting the market... He talks with Jen Corkran, Rabobank senior animal proteins specialist, about its Q1 Global Beef Quarterly Report, the outlook for 2026 and what effect geopolitical tensions could have on NZ's beef trade... And he talks with up and coming Blenheim driver Arthur Broughan about his performance in his second season racing in the Toyota 86 Championship, learning to drive in a paddock and what he hopes to achieve in motorsport. 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.

General manager of Country Banking says to celebrate the landmark tenth edition of their annual Good Deeds competition, Rabobank is giving away a massive $100,000 to improve rural community halls, schools, clubrooms and marae throughout New Zealand.See omnystudio.com/listener for privacy information.

Rabobank’s senior animal protein analyst says New Zealand’s beef supply is likely to lift modestly in 2026, supported by strong pricing signals and improved confidence across finishing systems, according to Rabobank’s Q1 Global Beef Quarterly report. The 2025 New Zealand season marked a production low, with the country’s smallest annual beef output since 2017. Plus, we look at the buoyant lamb market and ask how long it can defy gravity.See omnystudio.com/listener for privacy information.

Jamie Mackay talks to Jacob Siermans, Mark Leslie, Allan Dippie, Jen Corkran, and Christopher Luxon.See omnystudio.com/listener for privacy information.

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

In deze extra aflevering van Leaders in Finance gaat Jeroen Broekema in gesprek met Lenhard Hübscher (Riverty) en Rosanne Oomkens (lector Schulden en Incasso aan de Hogeschool Utrecht) over een onderwerp waar iedereen een mening over heeft: Buy Now, Pay Later. Wat is achteraf betalen nu precies, waarom is het zo populair, en waar liggen de risico's? Vanuit zowel de praktijk als onderzoek bespreken ze hoe Buy Now Pay Later werkt, welke rol het speelt bij online aankopen, hoe aanbieders geld verdienen, en wanneer achteraf betalen kan bijdragen aan betalingsproblemen. Ook gaat het over jongeren, verantwoordelijkheid in de markt, regulering, en waarom nuance belangrijk is in een debat over een betaalvorm die niet meer weg te denken is uit de financiële sector. *** Leaders in Finance wordt mede mogelijk gemaakt door  EY, Mogelijk Vastgoedfinancieringen, en Lepaya *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief. *** Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl. *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Frank Elderson (Directie ECB), Roland Boekhout (CEO de Volksbank), Gerrit Zalm (Voormalig minister van Financiën en voormalig CEO ABN AMRO),  Ingrid de Swart (Lid Raad van Bestuur a.s.r.), Pinar Abay (Management Board ING, Head of Retail Banking), Robert Swaak (CEO ABN AMRO), Marcel Zuidam (CEO NN Bank), Saul van Beurden (CEO Consumer, Small & Business Banking, Wells Fargo), David Knibbe (CEO NN Group), Janine Vos (RvB Rabobank), Nadine Klokke (CEO Knab), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos Bank), Nout Wellink (Voormalig President DNB), Onno Ruding (Voormalig minister van Financiën), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM),  Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (Commissaris o.a. Rabobank en Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank; voormalig CFO ABN AMRO), Marguerite Soeteman-Reijne (Chair Aon Holdings), Lidwin van Velden (CEO Nederlandse Waterschapsbank), Jan-Willem van der Schoot (CEO Mastercard NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Voormalig Chair ESMA), Radboud Vlaar (CEO Finch Capital), Jos Baeten (CEO a.s.r.), Karin van Baardwijk (CEO Robeco), Annette Mosman (CEO APG).

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

In deze aflevering van de Leaders in Finance Compliance Podcast gaat het over een vraag die in bijna iedere financiele organisatie speelt: hoe vernieuw je met technologie zonder grip te verliezen op risico's?Met Patrick de Neef, Global Head Technology & Innovation Risk bij Rabobank en voormalig Chief Innovation Officer bij DNB, bespreken we wie bepaalt wat verantwoord is, wie het tempo bepaalt, en hoe je zorgt dat dit soort keuzes op het juiste niveau worden genomen. Ook de rol van risk en compliance staat centraal: niet als rem, maar als functie die helpt om verantwoord vooruit te bewegen.Daarnaast bespreken we vragen rond operational resilience. Wat betekent weerbaarheid in de praktijk? Hoe houd je de balans tussen efficientie en controle enerzijds, en robuustheid en onafhankelijkheid anderzijds, in een wereld van geopolitieke spanningen en digitale afhankelijkheid?Ook Patricks overstap van toezichthouder naar bank staat centraal. Hoe anders is de praktijk echt? Waar zit de bureaucratie? En wat vraagt deze tijd van risk en compliance professionals, behalve het signaleren van risico's? —> Volg de Leaders in Finance Compliance Podcast via Linkedin.—> De Leaders in Finance Compliance Podcast wordt mede mogelijk gemaakt door Cense, Deloitte, Rabobank, en Osborne Clarke.

Jamie Mackay talks to Damien O'Connor, Jane Smith, Emma Higgins, Shane Jones, and Miles Hurrell.See omnystudio.com/listener for privacy information.

Global strategist Michael Every joins us to discuss escalating Middle East tensions, the risk of a wider geopolitical conflict, and how global power dynamics between the U.S., China, Europe, and emerging alliances are reshaping the world order.From Iran tensions to resource security and economic realignment, this conversation looks at the bigger forces driving markets and politics today.#Geopolitics #Markets #Gold------------

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

Todd Charteris is the Chief Executive Officer of Rabobank New Zealand. Since taking the helm in 2018, he has led a team of more than 540 colleagues across 27 offices, with responsibility for the bank's lending to New Zealand's food and agri sector as well as its online retail savings business. A real Rabonist, Todd's story with the bank started more than 25 years ago in Te Puke, where he began as a rural officer. From there, he went on to hold a range of senior leadership roles across the group in both New Zealand and Australia. Before becoming CEO, he served as National Manager for Country Banking in Australia, overseeing Rabobank's specialist agricultural lending operations across the Tasman. Todd grew up on a sheep and beef farm in Otago and holds a Bachelor of Commerce from the University of Otago. He now lives in Hamilton, and he and his wife Lisa have raised three children. *** Leaders in Finance is made possible by the support of EY, Mogelijk Vastgoedfinancieringen, and Lepaya. More information about our partners is available at our partner page. *** Want to stay up to date with Leaders in Finance? Subscribe to the newsletter. *** Questions, suggestions, or feedback? We'd love to hear from you! You can reach us via email at info@leadersinfinance.nl and check out our website. *** Previous guests on the Leaders in Finance podcast include:  Klaas Knot (President DNB), Frank Elderson (Executive Board, ECB), Roland Boekhout (CEO ASN Bank), Gerrit Zalm (former Minister of Finance and former CEO of ABN AMRO),  Ingrid de Swart (member of the Executive Board, a.s.r.), Pinar Abay (Management Board ING, Head of Retail Banking), Robert Swaak (CEO ABN AMRO), Marcel Zuidam (CEO NN Bank), Saul van Beurden (CEO Consumer, Small & Business Banking, Wells Fargo), David Knibbe (CEO NN Group), Janine Vos (Executive Board, Rabobank), Nadine Klokke (CEO Knab), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos Bank), Nout Wellink (former President DNB), Onno Ruding (former minister of finance), Yoram Schwarz (CEO Movir), Laura van Geest (Executive Board, AFM),  Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (supervisory board member, including at Rabobank and Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (C supervisory board member, including at Rabobank and Achmea), Marguerite Soeteman-Reijne (Chair Aon Holdings), Lidwin van Velden (CEO Nederlandse Waterschapsbank), Jan-Willem van der Schoot (CEO Mastercard NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (former Chair ESMA), Radboud Vlaar (CEO Finch Capital), Jos Baeten (CEO a.s.r.), Karin van Baardwijk (CEO Robeco), Annette Mosman (CEO APG). 

Aankomend weekend is er koers op vier fronten: UAE Tour, Ruta del Sol, Volta ao Algarve (waar collega Nick aanwezig is) en ook de Classic du Var en Tour Alpes-Maritimes. Het is de opmaat naar Omloop Het Nieuwsblad en Kuurne-Brussel-Kuurne volgende week, maar de aanlooproute is voor veel factoren in de wielersport niet vlekkeloos. Je hoort het in de WielerFlits Podcast!Opnieuw kwam er afgelopen week tegenslag naar buiten voor Visma | Lease a Bike. Het team moet op zoek naar een nieuwe, eerste naamgevende sponsor. Het Noorse software bedrijf Visma kan namelijk niet mee in de wens van Richard Plugge om zijn budget (fors) te vergroten. Collega Raymond bracht dat nieuws naar buiten en duidt de zoektocht in gesprek met hoofdredacteur Maxim en verslaggever Youri. De gedachte dat de terugkeer van Rabobank vorige zomer een opstap is naar het hoofdsponsorschap, is geen sinecure. Moeten de fans zich zorgen maken?Ook maken we een eerste, voorzichtige balans op van de eerste vier à vijf weken koers van 2026. Zwitsers kampioen Mauro Schmid is tot dusver dé man van het vroege voorjaar. De renner van Jayco AlUla was in Australië en Oman enorm op dreef met meerdere zege en benadert nu al zijn beste seizoen uit zijn carrière ooit. Op de Current Overall Ranking van Cyclingflash (dat laat zien hoe goed een renner in vorm is) steeg Schmid de laatste maand liefst 152 plekken. Hij is niet de enige renner die onze mannen is opgevallen. Luister snel welke renners nog meer indruk maakten.Ook blikken we voorzichtig vooruit op de eerste wedstrijden van het klassieke voorjaar. Tiesj Benoot mist door een hernia alle koersen en er zijn meer vraagtekens. Hoe verloopt het herstel van Mads Pedersen? Weten we al of Mathieu van der Poel start in Omloop Het Nieuwsblad? En welke parcoursen zijn veranderd? Kleine spoiler: kijk vooral uit naar de Ename Samyn Classic, de dinsdag ná het Openingsweekend. En verwelkomen we Johannes Klæbo na de Winterspelen van Milaan misschien wel in het peloton? Die kans bestaat! Je hoort het in de WielerFlits Podcast!

Rabobank’s Senior Ag Analyst comments on another great GDT Auction overnight (up 3.6%) and whether red meat prices are sustainable at their current record highs.See omnystudio.com/listener for privacy information.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comGood Sunday to you,In case you missed them, I put out two articles this week. Here they are.By now I am sure you will have stumbled across Matt Shumer's essay Something Big Is Happening, which has gone bananas viral. Eighty-one million views on X alone. That's even more than We're All Far Right Now.Shumer describes how AI capability is improving exponentially, meaning that most screen-based jobs face imminent and major disruption. By that he means all but disappearing. His advice is blunt: get good at using AI now; assume much of what you do will be automated, and thus your doing it will soon be redundant; and start saving up, there's economic upheaval coming.It's perhaps the best articulated essay there is describing this bleak view of what is coming.From my own little vantage point, I'm not nearly so pessimistic. I use AI a lot, and I use it more and more. Its rapid improvement over the last six months has been obvious, though it still cannot recognise humour, let alone write it - humour that's actually funny, anyway. So it's rather like the BBC comedy department in that regard.EDIT: Having written that last paragraph, I just watched this. It is a perfect Frat Pack joke. I've now watched a load of other clips made with AI movie generator Seed Dance 2.0 from Byte Dance (parent company of TikTok), and I've a mind to short Disney first thing on Monday morning. The content is breathtaking, even the comedy.I use AI as a sounding board, for legal and regulatory questions, bureaucratic procedures, personal advice, career and business advice, videos, images. I use it to proof read copy, in the case of PR which I hate writing, I use it to actually generate copy; it helps me with titles, SEO summaries and research. I am not at the point where it writes my articles for me, and I like to think I would not let that happen, but I know others are: I am increasingly reading pieces in respectable broadsheets that are clearly written by bots.That represents a lot of work I might once have given to other people.On the other hand, if I had needed to pay someone proper money to do it, I probably would not have done it at all. In that sense it is not so different from the democratisation of media that followed the turn of the 21st century, when filmmaking, podcasting and publishing suddenly became accessible to anyone with a laptop.From a personal point of view I know I have lost a shedload of voiceover work to AI, and what used to be my main source of income no longer is. More annoying, my voice, with the countless documentaries, promos, trailers and ads I've voiced over the years, has been harvested, modelled and copied like mad. Not a lot I can do. But the net result to the world is more content, better content, produced faster and at lower cost.I'm not sure quite how end-of-days it all is. But Shumer's finger is on the pulse in a way mine is not.Let's assume he is more right than I am. What then?Two things follow.First, AI is deflationary. Services get cheaper. Productivity rises. Labour loses bargaining power.Second, governments will not sit back and watch demand collapse. If employment and incomes come under pressure, the political response will be fiscal support, especially if it win s elections. This means more borrowing, therefore lower interest rates, and more money-printing. Different routes, same destination: easy money.That is essentially the conclusion reached by analyst Lyn Alden in her latest newsletter, though her reasoning is more technical. The Federal Reserve has already moved from balance sheet reduction back to ongoing expansion. Not a dramatic “QE moment”, but a structural, steady increase to keep the financial plumbing functioning. She calls it the “gradual print”.Jefferies' Chris Woods, whose Greed & Fear letter I have come to rather like, arrives at a similar place via politics. The US government is now so sensitive to interest costs that sustained tight policy is unrealistic. If markets wobble or growth weakens, intervention returns. Monetary restraint will not survive contact with fiscal reality.Hedge fund billionaire, Ray Dalio's argument, laid out in his latest offering, is similar, though simpler and colder. The United States is late in a long-term debt cycle, with borrowing rising faster than income. There are three ways out: austerity, default or money printing. The US will choose the third. If foreign buyers will not fund the deficits at acceptable rates, the central bank ultimately does. Different language, same conclusion.Which brings me to an interview I listened to this week, between Grant Williams and Rabobank's Michael Every. Every thinks stable coins will act as the funding vehicle. Every's argument is more macro than AI or the Fed. He believes we are seeing a structural shift in the global economic system, comparable to the late Soviet period. With Communism in its final throes, Gorbachev tried to transform the USSR from a military-industrial economy into a consumer one. It failed and the system collapsed.The United States, Every argues, is now attempting the reverse. After decades of financialisation and consumption, it is trying to rebuild industrial and military capacity. That means: industrial policy, trade protection, supply-chain control and capital directed toward production, rather than asset inflation. Instead of buying US treasuries, foreign dollars get recycled into US manufacturing, industry and, yes, its military.This is not the liberal globalisation model of the last thirty years. It is economic statecraft. This means growth may be slower and inflation structurally higher, while financial markets less dominant relative to the real economy.Success is by no means guaranteed, but the direction of travel is toward a more managed, more political, less free market economic system.So … large forces are converging. Different stories, maybe, but the destination is be rather similar.* AI will improve productivity, but lower labour power* Governments will be forced towards fiscal support* No longer independent, central banks will drift towards balance sheet expansion* Geopolitics will drive reindustrialisation and energy demandWhich brings us to the question that matters.What are the implications for your money?Where do you put it?

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comGood Sunday to you,In case you missed them, I put out two articles this week. Here they are.By now I am sure you will have stumbled across Matt Shumer's essay Something Big Is Happening, which has gone bananas viral. Eighty-one million views on X alone. That's even more than We're All Far Right Now.Shumer describes how AI capability is improving exponentially, meaning that most screen-based jobs face imminent and major disruption. By that he means all but disappearing. His advice is blunt: get good at using AI now; assume much of what you do will be automated, and thus your doing it will soon be redundant; and start saving up, there's economic upheaval coming.It's perhaps the best articulated essay there is describing this bleak view of what is coming.From my own little vantage point, I'm not nearly so pessimistic. I use AI a lot, and I use it more and more. Its rapid improvement over the last six months has been obvious, though it still cannot recognise humour, let alone write it - humour that's actually funny, anyway. So it's rather like the BBC comedy department in that regard.EDIT: Having written that last paragraph, I just watched this. It is a perfect Frat Pack joke. I've now watched a load of other clips made with AI movie generator Seed Dance 2.0 from Byte Dance (parent company of TikTok), and I've a mind to short Disney first thing on Monday morning. The content is breathtaking, even the comedy.I use AI as a sounding board, for legal and regulatory questions, bureaucratic procedures, personal advice, career and business advice, videos, images. I use it to proof read copy, in the case of PR which I hate writing, I use it to actually generate copy; it helps me with titles, SEO summaries and research. I am not at the point where it writes my articles for me, and I like to think I would not let that happen, but I know others are: I am increasingly reading pieces in respectable broadsheets that are clearly written by bots.That represents a lot of work I might once have given to other people.On the other hand, if I had needed to pay someone proper money to do it, I probably would not have done it at all. In that sense it is not so different from the democratisation of media that followed the turn of the 21st century, when filmmaking, podcasting and publishing suddenly became accessible to anyone with a laptop.From a personal point of view I know I have lost a shedload of voiceover work to AI, and what used to be my main source of income no longer is. More annoying, my voice, with the countless documentaries, promos, trailers and ads I've voiced over the years, has been harvested, modelled and copied like mad. Not a lot I can do. But the net result to the world is more content, better content, produced faster and at lower cost.I'm not sure quite how end-of-days it all is. But Shumer's finger is on the pulse in a way mine is not.Let's assume he is more right than I am. What then?Two things follow.First, AI is deflationary. Services get cheaper. Productivity rises. Labour loses bargaining power.Second, governments will not sit back and watch demand collapse. If employment and incomes come under pressure, the political response will be fiscal support, especially if it win s elections. This means more borrowing, therefore lower interest rates, and more money-printing. Different routes, same destination: easy money.That is essentially the conclusion reached by analyst Lyn Alden in her latest newsletter, though her reasoning is more technical. The Federal Reserve has already moved from balance sheet reduction back to ongoing expansion. Not a dramatic “QE moment”, but a structural, steady increase to keep the financial plumbing functioning. She calls it the “gradual print”.Jefferies' Chris Woods, whose Greed & Fear letter I have come to rather like, arrives at a similar place via politics. The US government is now so sensitive to interest costs that sustained tight policy is unrealistic. If markets wobble or growth weakens, intervention returns. Monetary restraint will not survive contact with fiscal reality.Hedge fund billionaire, Ray Dalio's argument, laid out in his latest offering, is similar, though simpler and colder. The United States is late in a long-term debt cycle, with borrowing rising faster than income. There are three ways out: austerity, default or money printing. The US will choose the third. If foreign buyers will not fund the deficits at acceptable rates, the central bank ultimately does. Different language, same conclusion.Which brings me to an interview I listened to this week, between Grant Williams and Rabobank's Michael Every. Every thinks stable coins will act as the funding vehicle. Every's argument is more macro than AI or the Fed. He believes we are seeing a structural shift in the global economic system, comparable to the late Soviet period. With Communism in its final throes, Gorbachev tried to transform the USSR from a military-industrial economy into a consumer one. It failed and the system collapsed.The United States, Every argues, is now attempting the reverse. After decades of financialisation and consumption, it is trying to rebuild industrial and military capacity. That means: industrial policy, trade protection, supply-chain control and capital directed toward production, rather than asset inflation. Instead of buying US treasuries, foreign dollars get recycled into US manufacturing, industry and, yes, its military.This is not the liberal globalisation model of the last thirty years. It is economic statecraft. This means growth may be slower and inflation structurally higher, while financial markets less dominant relative to the real economy.Success is by no means guaranteed, but the direction of travel is toward a more managed, more political, less free market economic system.So … large forces are converging. Different stories, maybe, but the destination is be rather similar.* AI will improve productivity, but lower labour power* Governments will be forced towards fiscal support* No longer independent, central banks will drift towards balance sheet expansion* Geopolitics will drive reindustrialisation and energy demandWhich brings us to the question that matters.What are the implications for your money?Where do you put it?

Jamie Mackay talks to Mark Warren, Mike Casey, Nathan Guy, Chris Hipkins, Winston Peters, and Christopher Luxon.See omnystudio.com/listener for privacy information.

Rabobank’s general manager of country banking on rural interest rates, succession workshops, and positivity in the primary sector.See omnystudio.com/listener for privacy information.

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

Rabobank’s chief executive is pleased with the turnout for the National Lamb Day barbecue.See omnystudio.com/listener for privacy information.

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

Voor veel reizigers betekent reizen met de trein reizen met de NS, maar voor Anne Hettinga is het veel meer. Twintig jaar zette hij zich in voor regionaal openbaar vervoer als algemeen directeur van Arriva Nederland, en nu is het tijd voor een nieuwe functie als CEO van Arriva Europa. Kun je als regionale speler een échte concurrent van de NS worden, en hoe neem je die jaren aan ervaring mee naar een nieuwe functie in Europa? Anne Hettinga, CEO Arriva Europa en voormalig CEO Arriva Nederland is te gast in BNR Zakendoen. Macro met Mujagić 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 Het cijferseizoen is in volle gang. Waar de grote techbedrijven de geldkraan openzetten, draait autobouwer Stellantis hem juist dicht. En: de onzekerheid rondom softwareaandelen bereikte afgelopen week een hoogtepunt. Dat en meer bespreken we in het economenpanel met: Mary Pieterse-Bloem, hoofd beleggingen bij Rabobank. En Karel Mercx, beleggingsspecialist bij Beleggers Belangen. Luister | Beleggerspanel l Zakenlunch Elke dag, tijdens de lunch, geniet je mee van het laatste zakelijke nieuws, actuele informatie over de financiële markten en ander economische actualiteiten. Op een ontspannen manier word je als luisteraar bijgepraat over alles wat er speelt in de wereld van het bedrijfsleven en de beurs. En altijd terug te vinden als podcast, mocht je de lunch gemist hebben. Contact & Abonneren BNR Zakendoen zendt elke werkdag live uit van 11:00 tot 13:30 uur. Je kunt de redactie bereiken via e-mail. Abonneren op de podcast van BNR Zakendoen kan via bnr.nl/zakendoen, of via Apple Podcast en Spotify. See omnystudio.com/listener for privacy information.

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

Jamie Mackay talks to Sir Ian Taylor, Hunter McGregor, Paul Joules, Jane Smith, and Shane Jones.See omnystudio.com/listener for privacy information.

Consumers may soon see products containing cocoa-free chocolate appearing on shelves as confectionery manufacturers look to manage increased volatility in the price and supply of cocoa beans, according to newly-released research from Rabobank. But what will it taste like? We ask a RaboResearch analyst.See omnystudio.com/listener for privacy information.

Economics power duo Jane Foley and Christian Lawrence return to discuss the first 12 months of the Trump administration and the 2026 outlook for economies in the US and Europe. As always, the conversation is far-reaching, touching on:  The AI boom and its impact on business operations and economic growth. Inflation and the legacy of higher food, housing, and healthcare prices. Interest rates, currencies, and the threats to an independent Federal Reserve. The waning predictive power of consumer confidence surveys. The incomplete and lasting impact of tariffs and Trump's challenge to the geopolitical order. The impact of immigration policies on population growth and economic activity. Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Jamie Mackay talks to Geoff Ross, Christopher Luxon, Dr Robyn Dynes, Emma Higgins, and Winston Peters.See omnystudio.com/listener for privacy information.

Rabobank’s senior ag analyst previews the bank’s NZ Agribusiness Outlook 2026 - titled "Keeping one move ahead".See omnystudio.com/listener for privacy information.

In this episode, we're joined by analyst Francois Sonneville and relationship manager Jonathan Magel to discuss the biggest news stories from the past 30 days, including: The US issues new dietary guidelines for alcohol consumption. Will it impact consumption or regulatory pressure? The CEO of Heineken will be stepping down later this year. Virtually every major alcohol business has seen executive turnover in the last 18 months. Does this signal a shift in our expectations for a quick return to growth or a resignation that the problems are more structural?  Recent reports suggest Republic National Distributing Company, the second-largest wine and spirits wholesaler in the US, will sell operations in seven states to Reyes Holdings, famously not a wine and spirits distributor. Could this signal an end or just the beginning of upheaval in the US wholesaler landscape?  The advent of GLP-1s in pill form and the lower pricing will inevitably lead to higher uptake. Should beverage companies have a "GLP-1 strategy"?  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 Mackay talks to Cameron Bagrie, Jo Luxton, Farmer Tom Martin, Jen Corkran, Shane Jones, and Jane Smith. See omnystudio.com/listener for privacy information.

Rabobank’s senior animal protein analyst has only positive comments to make about the buoyant prospects for red meat in 2026.See omnystudio.com/listener for privacy information.

Markets are nervous as it feels like an either-or setup soon with the US-Europe relationship over the Trump administration's apparent intent to "take" or "buy" Greenland - are we set for a TACO and a deal or a significant break in the transatlantic alliance, both in terms of defense and trade? Also, history is being made with the treatment of Venezuela's oil revenues, US treasury yields may finally be on the move, earnings season is revving up and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. As noted on today's pod, Brent Johnson of Santiago Capital interviewed Rabobank's visionary macro strategist Michael Every - a must watch. Also, an X account of unknown authenticity but with many provocative takes on many pressing issues of late points out the novel treatment of Venezuela's oil revenues and what this could indicate. For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Chocolate products could be in for a shake-up, as manufacturers race to develop cocoa alternatives. A Rabobank report shows food companies are looking into new technologies to substitute traditional beans. Climate-related pressures are driving up global cocoa prices, and disrupting supply chains. RaboResearch analyst Paul Joules says companies will look into fermenting plants like oats and seeds for an alternative - to use in products like chocolate fillings. "The taste can be a little bit different, it can be a bit more sour if they don't quite get the fermentation right - and it's not necessarily a direct replacement for a typical chocolate bar." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Confidence in New Zealand's rural sector has really started recovering over the past year or so. Stabilising interest rates, great dairy results, and promising meat exports have formed a foundation for what will hopefully be a successful 2026. Confidence dropped slightly in the last quarter of last year, but it's still much higher than it has been over previous years. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Hamish McKay talks to Simon Goss, Stefan Vogel, Hamish Marr, Dr Jacqueline Rowarth, and Wayne Langford.See omnystudio.com/listener for privacy information.

This Day in Legal History: Judge Robert W. Archbald ImpeachedOn January 13, 1913, Judge Robert W. Archbald of the U.S. Commerce Court was convicted by the U.S. Senate on articles of impeachment and removed from office, becoming one of the earliest federal judges ousted through this constitutional process. The House had impeached him the prior July on thirteen charges of corruption and misconduct, five of which the Senate upheld. Archbald had used his judicial position to secure favorable deals from railroads and coal companies—entities that regularly appeared before his court. These secretive contracts, executed through intermediaries to obscure his involvement, allowed him to purchase valuable coal lands below market value.One of the more egregious acts involved advising a railroad representative on how to amend legal pleadings to improve their chances of winning in court—a direct violation of judicial ethics. After a twenty-eight-year judicial career, Archbald's fall was swift. His defense largely relied on claims of pure motives, rather than denial of the facts. A senator observed afterward that Archbald was “convicted, not so much of being corrupt, as of lack of plain common sense,” noting his failure to grasp the ethical boundaries expected of judges.The Senate vote was overwhelming, with only five senators dissenting. Every former judge in the Senate, save one, voted to convict. Archbald's conviction marked the first successful impeachment for judicial corruption in U.S. history; earlier impeachments, like that of Judge Pickering in 1804, were rooted in issues like insanity, not unethical conduct. The case prompted calls for reform of the impeachment process itself, with suggestions to create a special judicial conduct court or authorize Senate committees to streamline trials. More broadly, the case had a chilling effect throughout public service, reinforcing ethical standards across all levels of government.Uber is facing a high-stakes sexual assault trial in Phoenix that could have sweeping implications for thousands of similar lawsuits. The case, brought by Oklahoma resident Jaylynn Dean, alleges that Uber failed to protect her from an assault by a driver in 2023. Dean claims Uber has long been aware of sexual assaults committed by drivers but has not taken adequate steps to improve rider safety. This trial marks the first federal bellwether case in a massive consolidation of over 3,000 lawsuits involving similar allegations.Uber maintains that it should not be held liable for criminal actions of independent contractors, arguing its safety features, background checks, and transparency are sufficient. Still, the company faces additional lawsuits in California state court and has been criticized for its historic lack of oversight and a culture focused more on growth than safety.A jury in a previous California case found Uber negligent but ruled that negligence wasn't a direct cause of harm. Uber tried to delay Dean's trial, claiming her attorneys influenced the jury pool with misleading advertisements, but the judge allowed proceedings to continue. The outcome could influence settlement talks, regulatory scrutiny, and investor confidence as Uber continues to defend its safety record.Uber faces sexual assault trial in Arizona that puts its safety record under scrutiny | ReutersThe U.S. Supreme Court is set to hear arguments in two high-profile cases challenging state laws in Idaho and West Virginia that bar transgender students from participating in female sports teams. While the court previously upheld a ban on gender-affirming care for minors in Tennessee, that ruling was seen as narrow. The decision to now consider sports-related bans has heightened concerns among transgender rights advocates about broader implications for legal protections.At the heart of these cases is whether such bans violate the Constitution's Equal Protection Clause or Title IX, which prohibits sex-based discrimination in education. Legal scholars warn that the court's ruling could shape future policies affecting transgender people beyond athletics—such as bathroom access, military service, and healthcare. The Supreme Court's conservative majority has previously supported limits on transgender rights, including allowing restrictions on gender markers for passports and banning transgender people from military service.Idaho's law is being challenged by Lindsay Hecox, a transgender college student who has since stopped playing sports, while West Virginia's ban is being challenged by 15-year-old Becky Pepper-Jackson, who has been allowed to compete under lower court rulings. The states argue the laws protect fairness in women's sports by preventing perceived competitive advantages. Lower courts have reached opposing conclusions on the legality of the bans, setting the stage for the Supreme Court to clarify whether restrictions based on biological sex or transgender status require heightened scrutiny.The Court may also have to decide whether its 2020 decision protecting transgender workers under Title VII extends to school settings under Title IX. Legal observers say this case could reshape how courts approach not just transgender rights but broader equal protection claims.US Supreme Court's next transgender rights battle could affect more than sports | ReutersThe U.S. Supreme Court has declined to hear Citigroup's appeal in a lawsuit accusing the bank of enabling a major fraud at Mexican oil services company Oceanografía, effectively allowing the case to proceed. More than 30 plaintiffs—including bondholders, shipping firms, and Rabobank—allege that Citigroup's Banamex unit knowingly financed Oceanografía to the tune of $3.3 billion between 2008 and 2014, despite the company's mounting debt and fraudulent practices, including forged Pemex signatures.Oceanografía, which serviced Mexico's state-owned oil giant Pemex, collapsed in 2014 and was later declared bankrupt. Citigroup uncovered $430 million in fraudulent advances and was fined $4.75 million by the SEC in 2018 for inadequate internal controls. Plaintiffs argue Citigroup hid critical information while profiting from interest on the advances.At the center of the legal battle is whether bondholders can sue Citigroup under the Racketeer Influenced and Corrupt Organizations Act (RICO), which allows for triple damages. Citigroup contended their claims were standard securities fraud allegations not suited for RICO and pointed to conflicting rulings in other federal appeals courts. However, the 11th Circuit found the plaintiffs' claims plausible, noting it defied belief that a sophisticated bank like Citigroup was unaware of the fraud. By refusing to hear the appeal, the Supreme Court leaves that ruling intact and allows the lawsuit to move forward.US Supreme Court rebuffs Citigroup appeal in lawsuit over Mexican oil company fraud | ReutersThis week, my column for Bloomberg looks at an obscure but telling tax provision: the so-called NASCAR tax break.Dozens of tax provisions expired at the end of 2025, and Congress will soon debate whether to revive them. Among these is the motorsports entertainment complex depreciation break, which allows racetrack owners to write off their facilities over just seven years—a timeline far shorter than that allowed for buildings like housing or wastewater plants. Initially enacted in 2004 as part of the American Jobs Creation Act, the break was a reaction to a Treasury reclassification effort that would have extended depreciation timelines for motorsports. Rather than accepting the change, Congress locked in the favorable treatment to preserve the status quo.Since then, the provision has been extended repeatedly, despite no clear policy rationale or economic justification. Unlike other tax incentives that at least attempt to stimulate broader economic development, the NASCAR break benefits a narrow group of wealthy owners in a lucrative, sponsor-heavy industry. The economic spillover is minimal, and unlike subsidies for sports stadiums—which are themselves of dubious value—this break doesn't even offer the illusion of local benefit.Its survival has more to do with inertia and lobbying than public interest. Letting it remain expired would save money and demonstrate that the tax code isn't permanently rigged in favor of politically connected sectors. More broadly, the column argues for a disciplined framework to evaluate all expiring provisions based on economic efficiency, equity, administrability, and demonstrated value. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.minimumcomp.com/subscribe

Terwijl de Venezolaanse president Maduro wordt voorgeleid in de rechtbank van New York springen beleggers massaal op Amerikaanse olieaandelen. Die bedrijven gaan de ingestorte olie-infrastructuur van Venezuela weer opbouwen, belooft Trump, en daarmee heel veel geld verdienen. Beleggers hebben daar dus wel vertrouwen in. Of dat optimisme zich kan uitbetalen, bespreken we deze aflevering. Daarin hoor je ook over Samsung, dat de strijd aangaat met Apple. Het bedrijf gaat zijn productie van AI-smartphones verdubbelen dit jaar. Dus als jij op Android draait en AI wil gebruiken, moet je bij Samsung zijn, is de boodschap. Of het die race ook kán winnen, gaan we uitzoeken. Hoor je ook nog waarom de AEX het jaar zo lekker begint, waarom beleggers vandaag op Novo Nordisk duiken en hoe TomTom weer een sexy techaandeel kan worden. Te gast: Erik Mauritz van Trade Republic.See omnystudio.com/listener for privacy information.

The beef-on-dairy revolution is a move that has turned day-old calves from a sale-barn afterthought into thousand-dollar revenue streams. Joining us is Rabobank’s Senior Beef Industry Analyst for North America, Lance Zimmerman. He tells us how and why the U.S. is currently leading the pack in this global trend. See omnystudio.com/listener for privacy information.

Welcome to this Christmas Eve edition of RealAg Radio with your host Shaun Haney! On today’s show, Haney is joined by: JP Frossard of Rabobank on how the rise of GLP-1 use impacts food consumption trends; and Antoine Bernet of Bayer Crop Science Canada on innovation and the canola’s future. Merry Christmas, everyone and have... Read More

Welcome to this Christmas Eve edition of RealAg Radio with your host Shaun Haney! On today’s show, Haney is joined by: JP Frossard of Rabobank on how the rise of GLP-1 use impacts food consumption trends; and Antoine Bernet of Bayer Crop Science Canada on innovation and the canola’s future. Merry Christmas, everyone and have... Read More

The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks industry coverage with a very special episode, discussing the biggest story from each year of the past decade. And if you've appreciated Jim's work over 125+ episodes of this show, you should thank him directly at: JCWatson334@gmail.com. Tune in to learn something and remember some pivotal beverage industry moments as we break down: 2016:  The Anheuser-Busch acquisition of SABMiller 2017:  Marijuana legalization in Canada and the US 2018:  The Keurig Dr Pepper merger and the broader category blurring in soft drinks 2019:  The year hard seltzers and RTDs took craft beer's momentum 2020:  Ugh… nothing in particular        2021:  The year of revenge spending and crazy valuations 2022:  The year inflation took over the world 2023:  The fallout from the anti-trans backlash against Bud Light 2024:  The year of plummeting valuations and the wine and spirits industry starting to panic 2025:  Trump Tariffs and RNDC pulling out of California   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. 

Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, and Becle). Alongside individual company results, we discuss the broader impact of regulation on spirits sales, how long a transitory/cyclical downturn can be before it is considered structural, the sharp shift in fortunes between geographies, and the difficulty of off-loading unwanted brands when literally everyone else is doing the same thing.    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.