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This week on The Food Professor Podcast, Michael LeBlanc and Dr. Sylvain Charlebois sit down with Don Hill, Chairman of Sucro, for a rare inside look at one of the most significant investments in Canada's food manufacturing sector in decades. Sucro has quickly become one of North America's fastest-growing sugar companies, and its newly built Ontario refinery marks the first major new sugar-refining investment in Canada in generations. Don explains why Canada became Sucro's first major international investment market, how the company is challenging conventional thinking in a traditionally conservative industry, and why innovation, reinvestment, and operational efficiency are becoming critical competitive advantages in food manufacturing. The conversation explores the strategic role sugar plays in food production beyond sweetness, including shelf life, texture, functionality, product formulation, and cost management. Don also discusses how Sucro is navigating labour shortages, global trade disruptions, tariffs, supply chain volatility, and geopolitical uncertainty while building what he believes is the most modern and competitive sugar refinery in North America. Michael and Sylvain also dive into the impact of GLP-1 weight-loss medications on food consumption with Don, the opportunities and limitations of artificial intelligence in manufacturing, and why Canada remains an attractive destination for food production despite growing trade tensions and policy uncertainty. Don shares his perspective on the future of food manufacturing investment, North American competitiveness, and Sucro's plans for growth over the next decade. Before the interview, the hosts tackle another packed week of food and agriculture news. They discuss Canada's economic outlook and the debate over recession terminology, new research comparing household food spending across G20 countries, and the ongoing rise in food insecurity and food bank usage across Canada. The discussion also covers soaring tomato prices linked to North American trade disruptions, new revelations surrounding the Canada Royal Milk infant formula facility in Kingston, and concerns about transparency within Canada's supply-managed dairy sector. The episode also reflects on Metro CEO Eric La Flèche's retirement announcement, examining his lasting impact on Canadian grocery retailing and congratulating the highly skilled and experienced Marc Giroux on becoming the new CEO. Finally, Michael and Sylvain explore how some farmers are finding new revenue streams through YouTube and digital content creation, demonstrating the remarkable adaptability and entrepreneurial spirit of modern agriculture. About UsDr. Sylvain Charlebois is a Visiting Professor in Food Policy and Distribution at McGill University and a Professor in Food Distribution and Policy in the Faculty of Management at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University.Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. He is one of the world's most cited scholars in food supply chain management, food value chains and traceability with over 775 published peer-reviewed journal articles. Dr. Charlebois is also an editor for the prestigious Trends in Food Science Technology journal. He co-hosts The Food Professor podcast, discussing issues in the food, foodservice, grocery and restaurant industries and which is the most listened Canadian management podcast in Canada. Every year since 2012, he has published the now highly anticipated Canadian Food Price Report, which provides an overview of food price trends for the coming year. Furthermore, his research has been featured in several newspapers and media groups, nationally as well as internationally. He has testified on several occasions before parliamentary committees on food policy-related issues as an expert witness. He has been asked to act as an advisor on food and agricultural policies in many Canadian provinces and other countries.With extensive experience collaborating with businesses, governments, and NGOs, Dr. Charlebois combines academic rigor with practical expertise, making him one of the most influential voices in the global agri-food landscape. His work continues to advance the understanding of food systems, fostering innovation and resilience in a rapidly evolving industry. In 2025, he received the prestigious Charles III medal recognizing his tremendous work in informing Canadians about food issues. Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the National Retail Federation (NRF) as a global Top Retail Voice for 2025 and 2025, and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
Kevin covers and discusses the following stories: a great weekend finishing up the front walk way, front porch and deck with flowers and plants; the U.S. Commerce Department's Census Bureau reported April Construction spending; May's S&P Global Purchasing Managers' Index (PMI) data was released; the Institute for Supply Management released their PMI index; a new report on the number of large tankers passing through the Strait of Hormuz; Kroger launches plan to lure customers back and better compete with their rivals; oil and gas prices react to Iran halting talks with the U.S., threats to further blocking the Strait of Hormuz, Israel's further advances into Lebanon; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.See omnystudio.com/listener for privacy information.
Kevin covers and discusses the following stories: a great weekend finishing up the front walk way, front porch and deck with flowers and plants; the U.S. Commerce Department's Census Bureau reported April Construction spending; May's S&P Global Purchasing Managers' Index (PMI) data was released; the Institute for Supply Management released their PMI index; a new report on the number of large tankers passing through the Strait of Hormuz; Kroger launches plan to lure customers back and better compete with their rivals; oil and gas prices react to Iran halting talks with the U.S., threats to further blocking the Strait of Hormuz, Israel's further advances into Lebanon; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.See omnystudio.com/listener for privacy information.
This week on The Food Professor Podcast, recorded live at SIAL Canada 2026 in Montreal, Michael LeBlanc and Dr. Sylvain Charlebois welcome back Karen Proud, President & Adjudicator of the Canada Grocery Code, for an important conversation about one of the most closely watched structural reforms in the Canadian grocery industry. Only months after the official launch of the Canada Grocery Code, Proud provides an inside look at how the new voluntary, industry-led framework is functioning in its early stages. She explains the mission of the Office of the Grocery Sector Code of Conduct, the rationale behind creating a voluntary code instead of government regulation, and why more than 200 companies have already joined the initiative. Proud discusses how the code is designed to improve business relationships between retailers and suppliers, strengthen transparency, create more predictable contracting practices, and encourage long-term investment and innovation throughout Canada's food supply chain. The conversation explores the challenges of building trust across a fragmented grocery ecosystem while balancing supplier concerns, retailer expectations, and government scrutiny. Proud outlines how her office is approaching compliance, dispute resolution, reporting transparency, and stakeholder engagement while emphasizing that the code is not intended to directly control grocery prices or solve food inflation. Instead, the long-term objective is to create a healthier and more competitive grocery marketplace that ultimately benefits Canadian consumers through increased investment, innovation, and product diversity. Before the interview, Michael and Sylvain dive deep into the rapidly rising price of chicken in Canada, examining how supply management, quota allocation challenges, and surging consumer demand are contributing to record levels of poultry imports from the United States and beyond. They debate whether the current system is adequately responding to shifting protein demand as consumers move away from expensive beef toward chicken. The episode also explores Quebec's decision to permanently remove sales tax from certain grocery categories, growing concerns among Canadian beef producers over potential trade negotiations involving South American imports, and how global instability, drought conditions, and disruptions around the Strait of Hormuz are beginning to impact grain and wheat prices worldwide. About UsDr. Sylvain Charlebois is a Visiting Professor in Food Policy and Distribution at McGill University and a Professor in Food Distribution and Policy in the Faculty of Management at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University.Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. He is one of the world's most cited scholars in food supply chain management, food value chains and traceability with over 775 published peer-reviewed journal articles. Dr. Charlebois is also an editor for the prestigious Trends in Food Science Technology journal. He co-hosts The Food Professor podcast, discussing issues in the food, foodservice, grocery and restaurant industries and which is the most listened Canadian management podcast in Canada. Every year since 2012, he has published the now highly anticipated Canadian Food Price Report, which provides an overview of food price trends for the coming year. Furthermore, his research has been featured in several newspapers and media groups, nationally as well as internationally. He has testified on several occasions before parliamentary committees on food policy-related issues as an expert witness. He has been asked to act as an advisor on food and agricultural policies in many Canadian provinces and other countries.With extensive experience collaborating with businesses, governments, and NGOs, Dr. Charlebois combines academic rigor with practical expertise, making him one of the most influential voices in the global agri-food landscape. His work continues to advance the understanding of food systems, fostering innovation and resilience in a rapidly evolving industry. In 2025, he received the prestigious Charles III medal recognizing his tremendous work in informing Canadians about food issues. Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the National Retail Federation (NRF) as a global Top Retail Voice for 2025 and 2025, and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
Kevin covers and discusses the following stories: a recap of he and his wife's annual trip to the local casino to watch and place a wager on the 152nd Kentucky Derby; the U.S. Commerce Department's Census Bureau reported March U.S. Factory Orders; on Friday, the S&P Global U.S. Manufacturing Purchasing Managers' Index (PMI) for April was reported; also, on Friday the Institute for Supply Management released their April Manufacturing Purchasing Manager's Index (PMI); oil and gas prices reacted to Iran's stepped-up attacks on the United Arab Emirates and ships in the Strait of Hormuz, the most serious escalation since the early April ceasefire; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and offers a few opinions along the way. See omnystudio.com/listener for privacy information.
Kevin covers and discusses the following stories: a recap of he and his wife's annual trip to the local casino to watch and place a wager on the 152nd Kentucky Derby; the U.S. Commerce Department's Census Bureau reported March U.S. Factory Orders; on Friday, the S&P Global U.S. Manufacturing Purchasing Managers' Index (PMI) for April was reported; also, on Friday the Institute for Supply Management released their April Manufacturing Purchasing Manager's Index (PMI); oil and gas prices reacted to Iran's stepped-up attacks on the United Arab Emirates and ships in the Strait of Hormuz, the most serious escalation since the early April ceasefire; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and offers a few opinions along the way. See omnystudio.com/listener for privacy information.
Kevin covers and discusses the following stories: a recap of he and his wife's annual trip to the local casino to watch and place a wager on the 152nd Kentucky Derby; the U.S. Commerce Department's Census Bureau reported March U.S. Factory Orders; on Friday, the S&P Global U.S. Manufacturing Purchasing Managers' Index (PMI) for April was reported; also, on Friday the Institute for Supply Management released their April Manufacturing Purchasing Manager's Index (PMI); oil and gas prices reacted to Iran's stepped-up attacks on the United Arab Emirates and ships in the Strait of Hormuz, the most serious escalation since the early April ceasefire; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and offers a few opinions along the way.
Kevin discusses and covers the following stories: are they talking or not? Are they in or are they out? Is the Strait of Hormuz open or closed? Oil prices continue to react to the war in Iran; Americas Commercial Transportation Research Co. (ACT) and Freight Transportation Research Transportation Intelligence Associates (FTR), each, reported March Class 8 orders; Ports from California, the Northwest, the East Coast and Houston reported February volumes; the Institute for Supply Management reported March U.S. service economy and prices; Kevin has the details, digs through the data, puts the information in historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.
Kevin discusses and covers the following stories: are they talking or not? Are they in or are they out? Is the Strait of Hormuz open or closed? Oil prices continue to react to the war in Iran; Americas Commercial Transportation Research Co. (ACT) and Freight Transportation Research Transportation Intelligence Associates (FTR), each, reported March Class 8 orders; Ports from California, the Northwest, the East Coast and Houston reported February volumes; the Institute for Supply Management reported March U.S. service economy and prices; Kevin has the details, digs through the data, puts the information in historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.
Kevin discusses and covers the following stories: are they talking or not? Are they in or are they out? Is the Strait of Hormuz open or closed? Oil prices continue to react to the war in Iran; Americas Commercial Transportation Research Co. (ACT) and Freight Transportation Research Transportation Intelligence Associates (FTR), each, reported March Class 8 orders; Ports from California, the Northwest, the East Coast and Houston reported February volumes; the Institute for Supply Management reported March U.S. service economy and prices; Kevin has the details, digs through the data, puts the information in historical perspective, offers his insights and opinions.
Kevin covers and talks about the following stories: payroll processing company ADP reported Private Sector Employment Growth; while at the Mid-America Trucking Show last week Julie Wright, North American Marketing Manager, Shell Rotella stopped by to talk about Shell Rotella SuperRigs June 25 - 27 in Bristol TN., also the Your Truck Your Call Initiative; the U.S. Commerce Department's Census Bureau reported Retail Sales and Core Retail Sales; the Institute for Supply Management released their Survey of Manufacturing Purchasing Managers; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinion.See omnystudio.com/listener for privacy information.
Kevin covers and talks about the following stories: payroll processing company ADP reported Private Sector Employment Growth; while at the Mid-America Trucking Show last week Julie Wright, North American Marketing Manager, Shell Rotella stopped by to talk about Shell Rotella SuperRigs June 25 - 27 in Bristol TN., also the Your Truck Your Call Initiative; the U.S. Commerce Department's Census Bureau reported Retail Sales and Core Retail Sales; the Institute for Supply Management released their Survey of Manufacturing Purchasing Managers; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinion.See omnystudio.com/listener for privacy information.
Kevin covers and talks about the following stories: payroll processing company ADP reported Private Sector Employment Growth; while at the Mid-America Trucking Show last week Julie Wright, North American Marketing Manager, Shell Rotella stopped by to talk about Shell Rotella SuperRigs June 25 - 27 in Bristol TN., also the Your Truck Your Call Initiative; the U.S. Commerce Department's Census Bureau reported Retail Sales and Core Retail Sales; the Institute for Supply Management released their Survey of Manufacturing Purchasing Managers; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinion.
Cory talks about how dairy and poultry supply management policies are harming families.
A just released study looks at supply management and the renegotiation of the Canada United States Mexico Agreement. Milk, eggs, chicken, turkey and, in most provinces, hatching eggs, are produced and marketed in Canada through supply management.The Agri-Food Economic Systems Independent Agri-Food Policy Note examines the expected discussions on supply management as we approach the CUSMA renegotiation. Research Lead Dr. Al Mussell says in terms of Canada U.S. trade, dairy has been one of the longest standing irritants between the two countries.ANDThe Wheat Growers Association is welcoming China’s final ruling to sharply lower the antidumping tariff on Canadian canola seed to 5.9 per cent, plus the standard 9 per cent import duty, alongside the suspension of 100 percent tariffs on canola meal effective March 1.Wheat Growers Chair Daryl Fransoo says the decision marks a positive step forward for prairie canola farmers who have faced prolonged uncertainty in one of Canada’s key export markets.See omnystudio.com/listener for privacy information.
Advisors on This Week's Show Kyle Tetting Tom Pappenfus (with Joel Dresang, engineered by Jason Scuglik) Week in Review (March 2-6, 2026) Significant Economic Indicators & Reports Monday A two-month expansion of the manufacturing sector slowed in February, just as it did the year before. The Institute for Supply Management said its survey-based manufacturing index signaled the second consecutive month of growth after 10 months of contraction. Prior to 2025, the index shrank 26 months in a row. The trade group said 21% of the manufacturing industry's gross domestic product contracted in February, following 20% in January. The index suggested the overall U.S. economy was growing at an annual rate of 1.7%. Tuesday No significant reports Wednesday The service sector of the U.S. economy expanded in February for the 20th month in a row and at the highest level since mid-2022. The Institute for Supply Management said the four most impactful index components rose together for the third month in a row, repeating a streak from a year ago. The ISM's survey of supply managers reported more uncertainty about trade policies following a U.S. Supreme Court ruling that found some tariffs illegal. But managers also suggested companies were learning to accommodate volatility in tariff rules. Thursday The Bureau of Labor Statistics said worker productivity rose at an annual pace of 2.8% in the fourth quarter of 2025. The rate resulted from the annual pace of output rising 2.6% while hours worked decreased at a 0.2% pace. Productivity advanced 2.2% over the last four quarters, equal to the average since the end of 2019. That compared to 1.5% annual growth in the previous 12-year business cycle and an average of 2.2% since 1947. Labor costs rose 1.3% in the last year, and the share of output accrued to workers through compensation reached a record low in data going back to 1947. The Labor Department reported the four-week moving average for initial unemployment claims fell for the second time in three weeks. It remained 40% below its average since 1967. Total claims for the latest week declined 2.9% from the week before to just under 2.2 million. That was 1% lower than the year before. Friday Employers cut 92,000 jobs on net in February, the second decline in three months, according to the Bureau of Labor Statistics. Meanwhile, the unemployment rate edged up to 4.4%. The Bureau of Labor Statistics' monthly jobs report, combining payroll data and household surveys, offered mixed signals on a generally weaker labor market. On the plus side, the average hourly wage continued to outpace broad inflation, and the share of prime-age workers either employed or looking for jobs stayed near the highest level since 2001. On the other hand, a measure of underemployment remained above the pre-pandemic mark for the 26th month in a row, and — outside the pandemic — the employment of temporary-help workers dropped to the lowest count since 2012. Retail sales declined in January as seven of 13 categories reported lower revenue, the Commerce Department reported. Gas stations were among the decliners, reflecting lower gas prices in January. But sales at bars and restaurants, an indicator of consumer confidence, fell for the third time in four months. Consumer spending drives about 70% of the U.S. economy, as measured by gross domestic product. Adjusted for inflation, total retail sales dropped for at least the second month in a row. Inflation data for October and November are missing because of a federal government shutdown. Market Closings for the Week Nasdaq – 22388, down 281 points or 1.2% S&P 500 – 6740, down 109 points or 1.6% Dow Jones Industrial Average – 47502, down 1476 points or 3.0% 10-year U.S. Treasury Note – 4.13%, up 0.17 point
Kevin covers and discusses the following stories: update on the war in Iran from Israel's Defense and Security Forum daily Zoom call, are oil prices already signaling a quick victory in Iran?, ADP reports the January Private Sector Jobs numbers; in the wake of the recent Supreme Court decision, the European Union is discussing whether to proceed with tariff levels agreed to last summer; the stock market reacts to the Institute for Supply Management's (ISM) service sector survey; ISM released the Prices Paid Index, Employment Index and the New Orders Index; in the manufacturing sector, S&P Global released the Purchasing Manager's Business Activity Index and New Order Growth, Walmart and Target release their outlook for 2026; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.
Kevin covers and discusses the following stories: update on the war in Iran from Israel's Defense and Security Forum daily Zoom call, are oil prices already signaling a quick victory in Iran?, ADP reports the January Private Sector Jobs numbers; in the wake of the recent Supreme Court decision, the European Union is discussing whether to proceed with tariff levels agreed to last summer; the stock market reacts to the Institute for Supply Management's (ISM) service sector survey; ISM released the Prices Paid Index, Employment Index and the New Orders Index; in the manufacturing sector, S&P Global released the Purchasing Manager's Business Activity Index and New Order Growth, Walmart and Target release their outlook for 2026; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions. See omnystudio.com/listener for privacy information.
Kevin covers the following stories: the Blood Moon that wasn't; Labor Department to rescind Biden-era Independent Contractor rule; the Institute for Supply Management released their survey of manufacturers and prices-paid gauge; geopolitical events are affecting oil, gas, and energy transportation prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.
Kevin covers the following stories: the Blood Moon that wasn't; Labor Department to rescind Biden-era Independent Contractor rule; the Institute for Supply Management released their survey of manufacturers and prices-paid gauge; geopolitical events are affecting oil, gas, and energy transportation prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.
In this episode of The Food Professor Podcast, Michael LeBlanc and Sylvain Charlebois deliver a wide-ranging discussion that connects Canadian food policy, trade risk, pricing power, and the accelerating role of AI in restaurants. The episode is anchored by a forward-looking interview with Deborah Matteliano Simeoni, Global Head of Restaurants at Amazon Web Services (AWS), recorded live at the NRF Big Show in New York.The first half of the episode focuses on the state of Canadian agriculture and food affordability. Sylvain shares firsthand insights from meetings with farmers across the Prairies, highlighting cautious optimism around renewed beef access to China alongside deep concern about U.S. trade policy and the durability of CUSMA. The hosts debate the federal government's grocery rebate program, questioning its long-term fiscal impact and contrasting it with a structural alternative: removing GST on food and foodservice to address affordability more directly.A key political and policy thread centers on Mark Wiseman, Canada's incoming Ambassador to the United States. Michael and Sylvain discuss Wiseman's previously published criticism of supply management, exploring whether his appointment signals potential pressure on the system during future Canada–U.S. trade negotiations—and whether Ottawa may ultimately position reforms as externally forced rather than domestically driven. The conversation situates supply management within broader competitiveness, trade credibility, and agri-food resilience debates.The hosts also examine PepsiCo's high-profile U.S. snack price reductions, questioning whether the move reflects margin recalibration, competitive signaling, or Super Bowl-era marketing—and why those cuts do not apply to Canada. Additional topics include the quiet disappearance of frozen orange juice concentrate, the continued normalization of food delivery, and why physical restaurants still matter as legitimizing anchors for digital-first and delivery-led food brands.The second half features an in-depth conversation with Deborah Matteliano Simeoni, who reframes AI not as an end goal, but as a tool for solving real restaurant challenges. Drawing on her experience launching Uber Eats and now advising global QSR brands at AWS, she explains how AI is improving drive-through accuracy, enhancing employee satisfaction, and enabling sophisticated personalization within loyalty ecosystems. Deborah emphasizes experimentation, data-driven learning, and customer-centric design as essential to scaling technology responsibly.Lastly we celebrate the Lobster Lady, still fishing at 101, leaving the earth at 103: https://www.nytimes.com/2026/02/03/business/virginia-oliver-dead.html?unlocked_article_code=1.J1A.q_7X.15lWPrsTltE7&smid=url-share About UsDr. Sylvain Charlebois is a Visiting Professor in Food Policy and Distribution at McGill University and a Professor in Food Distribution and Policy in the Faculty of Management at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University.Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. He is one of the world's most cited scholars in food supply chain management, food value chains and traceability with over 775 published peer-reviewed journal articles. Dr. Charlebois is also an editor for the prestigious Trends in Food Science Technology journal. He co-hosts The Food Professor podcast, discussing issues in the food, foodservice, grocery and restaurant industries and which is the most listened Canadian management podcast in Canada. Every year since 2012, he has published the now highly anticipated Canadian Food Price Report, which provides an overview of food price trends for the coming year. Furthermore, his research has been featured in several newspapers and media groups, nationally as well as internationally. He has testified on several occasions before parliamentary committees on food policy-related issues as an expert witness. He has been asked to act as an advisor on food and agricultural policies in many Canadian provinces and other countries.With extensive experience collaborating with businesses, governments, and NGOs, Dr. Charlebois combines academic rigor with practical expertise, making him one of the most influential voices in the global agri-food landscape. His work continues to advance the understanding of food systems, fostering innovation and resilience in a rapidly evolving industry. In 2025, he received the prestigious Charles III medal recognizing his tremendous work in informing Canadians about food issues. Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the National Retail Federation (NRF) as a global Top Retail Voice for 2025 and 2025, and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.
Na entrevista de hoje, Holger Schiele, professor e referência internacional em Compras e Supply Management, compartilha uma visão prática e atual sobre como a Inteligência Artificial está transformando a área de Compras, não como uma ameaça, mas como uma poderosa aliada estratégica.A conversa, conduzida por Ruy, do Café com Comprador, aborda um ponto central:a IA não veio para substituir profissionais, e sim para liberar tempo, aumentar produtividade e permitir que Compras atue onde realmente gera valor.Ao longo do vídeo, são discutidos temas como:• O impacto real da IA no dia a dia de Compras• A diferença entre automação tradicional (RPA) e Inteligência Artificial• Como a IA torna análises estratégicas, antes complexas e demoradas — mais acessíveis• As novas competências que os profissionais de Compras precisam desenvolver• Por que o futuro da área depende da combinação entre tecnologia e capacidade humanaA principal mensagem é clara:o futuro de Compras não é sobre humanos competindo com máquinas, mas sobre humanos potencializados por máquinas, usando dados, análises e tecnologia para tomar decisões melhores, mais rápidas e mais estratégicas.Este conteúdo é indicado para profissionais de Compras, Supply Chain, líderes e todos que desejam entender como a Inteligência Artificial está redefinindo o papel da área nas organizações.
Supply management has long provided price stability and income predictability for Canadian dairy and poultry producers, but its sustainability is under growing pressure. That’s the message from Greg Meredith, a retired senior civil servant who served in both federal and provincial agriculture ministries, in a new episode of the Ag Policy Connection podcast. In this... Read More
Kevin covered the following stories: falling gasoline prices; the Institute for Supply Management's manufacturing index was reported; Tariffs lead to layoffs...but not in the U.S.; FedEx to cut jobs because of an unusual circumstance; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.
Kevin covered the following stories: falling gasoline prices; the Institute for Supply Management's manufacturing index was reported; Tariffs lead to layoffs...but not in the U.S.; FedEx to cut jobs because of an unusual circumstance; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.
Kevin covered the following stories: falling gasoline prices; the Institute for Supply Management's manufacturing index was reported; Tariffs lead to layoffs...but not in the U.S.; FedEx to cut jobs because of an unusual circumstance; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.
Kevin covered the following stories: falling gasoline prices; the Institute for Supply Management's manufacturing index was reported; Tariffs lead to layoffs...but not in the U.S.; FedEx to cut jobs because of an unusual circumstance; Kevin has the details digs into the details, puts the information into historical perspective, offers his insights and opinions.See omnystudio.com/listener for privacy information.
Chris Caton of Prologis (PLD) discusses the company's business, financials, and supply chain management into 2026. He predicts that next year, U.S. gateway markets will rebound sharply, global logistics markets will outperform the U.S., freight costs will rise sharply, and power-ready facilities will become essential, among other factors. E-commerce is driving “20% of new leasing,” he adds.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this first instalment of a two-part exclusive, The Food Professor Podcast sits down in person with Michael Medline, (now) former President and CEO of Empire Company Limited and Sobeys, in what serendipitously became his last official interview before news broke of his transition to lead The Woodbridge Company. Michael offers a rare, deeply personal look at his eight-plus-year tenure transforming one of Canada's largest retailers. He recounts stepping into the role in 2017, reshaping strategy, modernizing systems, and fostering a culture built on values, innovation, and operational excellence.Michael reflects on navigating the massive disruptions of recent years—from COVID-19 to global trade volatility and technological upheaval—while maintaining a clear North Star for the organisation. He shares insights on revitalizing store formats, strengthening private-label programs, and embracing data transformation and automation to sharpen competitiveness. The conversation also explores the bold acquisitions of Farm Boy and Longo's, discussing trust, partnership, culture, and why collaborative integration—not assimilation—is essential to preserving what makes independent banners special.He also speaks candidly about leadership: prioritizing people, resisting micromanagement, nurturing talent, and ensuring a national grocer performs as one unified organisation rather than fragmented regional fiefdoms. Medline's reflections on turning around the Safeway acquisition, advancing omnichannel capabilities through Voilà, and pushing Empire's innovation agenda offer invaluable lessons for retail leaders navigating rapid change.The episode also features a wide-ranging news conversation with Sylvain and Michael. They break down meat-industry dynamics on both sides of the Canada–U.S. border, including beef supply challenges, oligopoly concerns, and the impact of interprovincial trade barriers on Canadian prices. The hosts also explore the “protein orphan” trend driving increased chicken consumption—and the resulting supply management shortfalls—plus the social-media-fuelled surge in cottage cheese demand.Additional segments highlight CFIA's quietly formed task force responding to U.S. regulatory instability, early snowfall's potential impact on holiday shopping, and the growing disconnect between global climate COP events and the real-world policy outcomes they aim to influence. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Kevin covered the following stories: a correction and update regarding the Louisville UPS cargo plane crash; S&P Global released their October U.S. Services Purchasing Managers' Index and the Institute for Supply Management released their October Purchasing Managers Index for Services Providers; after U.S. President Trump and China's President Xi Jinping met in South Korea last week, trade tensions are thawing; factors affecting oil and gas prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.
Kevin covered the following stories: a correction and update regarding the Louisville UPS cargo plane crash; S&P Global released their October U.S. Services Purchasing Managers' Index and the Institute for Supply Management released their October Purchasing Managers Index for Services Providers; after U.S. President Trump and China's President Xi Jinping met in South Korea last week, trade tensions are thawing; factors affecting oil and gas prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.See omnystudio.com/listener for privacy information.
Kevin covered the following stories: a correction and update regarding the Louisville UPS cargo plane crash; S&P Global released their October U.S. Services Purchasing Managers' Index and the Institute for Supply Management released their October Purchasing Managers Index for Services Providers; after U.S. President Trump and China's President Xi Jinping met in South Korea last week, trade tensions are thawing; factors affecting oil and gas prices; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.
Liquid Lunch with The RWA: Water Supply Management by WNHH Community Radio
In this powerful new episode of The Food Professor Podcast, presented by Caddle, co-hosts Michael LeBlanc and Dr. Sylvain Charlebois dissect the forces shaping Canada's food and agriculture economy—from farmland bubbles and provincial politics to the latest retail coffee price increases.The show opens with Michael's visit to Prince Edward County, where he talks about reconnecting with past guest Dan Sullivan of Rosehall Run Vineyards and celebrates the growing influence of culinary innovator and recent guest Charlotte Langley, whose tinned-seafood brand Nice Cans is redefining Canadian bespoke tinned fish dining. Sylvain weighs in on stalled interprovincial trade and Premier Doug Ford's ongoing feud with Crown Royal and Diageo, exploring the politics of booze, bans, and consumer choice - and his support of ice cream maker Chapman's. The hosts also spotlight the wild-blueberry disaster in Atlantic Canada, where drought and fires have slashed yields by up to 70%, threatening regional processors and exports.Then the conversation shifts to a fascinating—and controversial—guest: Trent Klarenbach, BSA AgEc PAg, Special Crops & Grain Marketing Analyst and Founder of Klarenbach Research. A former Saskatchewan farmer turned analyst, Trent explains how he uses technical analysis—tools typically reserved for stock markets—to assess farmland value. His research suggests land in Saskatchewan and Alberta may be overbought, echoing warning signs that preceded the dramatic farmland correction of the 1980s.Trent describes how investor psychology and market cycles shape agriculture just as they do equities, applying RSI and Elliott Wave patterns to farmland data. He details his own journey through farming's booms and busts, his motivation for building a subscription-based insights service, and the mixed reactions he's received from farmers, lenders, and ag-finance professionals. For listeners seeking deeper understanding of the economics—and emotion—behind land ownership, his approach reframes how to think about farm equity and risk.The episode wraps with Michael and Sylvain analyzing temporary-foreign-worker fines, Tim Hortons' price move and Starbucks store closures, and Donald Trump's revived talk of U.S. dairy access. They close on a high note—what soaring bullion signals about global uncertainty and food-price volatility.Website: https://www.klarenbach.ca/YouTube:https://www.youtube.com/@KlarenbachResearchPodcast:https://youtube.com/playlist?list=PL28YhqW-kvxkfu1I6xFdtaa5BN1GVoHxa&si=_iVqyKVYCkfm6S1m The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
Have questions or comments? We'd love to hear from you!It's no secret that the cattle market is looking great with few – if any – signs of changing directions soon. But with prices as high as they are, where can producers capture additional value? And what role does working with your feeder or packer play in product making it to the meat case? On this episode of Angus at Work we welcome you to listen in as we visit with Paul Dykstra, director of Supply Management and Analysis at Certified Angus Beef, about:His role at Certified Angus Beef,Premiums associated with Certified Angus Beef programs,How cattle qualify for Certified Angus Beef and what might keep them out of the program. In addition,His presentation from Feeding Quality Forum held Aug. 14-15 in Rochester, Minn., How relationships are critical to the continued overall success of the beef industry,And more! A huge thank you to Vermeer for their sponsorship of this episode. Additional Resources:CAB FAQs including brand specificationsTargeting the Brand™Get the CAB InsiderSubscribe to the Angus Beef Bulletin EXTRAFind more information to make Angus work for you in the Angus Beef Bulletin and ABB EXTRA. Make sure you're subscribed! Sign up here to the print Angus Beef Bulletin and the digital Angus Beef Bulletin EXTRA. Have questions or comments? We'd love to hear from you! Contact our team at abbeditorial@angus.org.
The episode elucidates the current dynamics within the furniture industry, highlighting a juxtaposition of challenges and opportunities amidst a climate of economic uncertainty. Most prominently, we discern that the manufacturing sector is grappling with a significant contraction, as evidenced by the recent report from the Institute for Supply Management, which indicates a manufacturing PMI of 48.7%. This contraction is particularly concerning for our industry, with furniture and related products cited among the sectors experiencing decline. However, amidst this backdrop, we observe a resurgence in new furniture orders, which have risen to 51.4%, suggesting that consumer demand remains robust, albeit tempered by production constraints. Furthermore, we examine the broader employment landscape, noting a slowdown in job growth, yet we remain optimistic in recognizing the commendable performance of major retailers such as Macy's, which has demonstrated resilience and adaptability in a challenging market. Thus, while the manufacturing sector confronts formidable obstacles, the overall landscape reveals a nuanced interplay of resilience and opportunity for those within the furniture industry.Takeaways: The manufacturing sector in the United States has experienced a contraction for six consecutive months, indicating significant challenges ahead. Despite the contraction in manufacturing output, new orders for furniture have shown a positive growth trend, suggesting sustained consumer demand. The employment landscape within the furniture manufacturing sector remains bleak, with a notable decrease in job numbers reflecting broader economic uncertainties. Major retailers like Macy's have reported stronger than anticipated sales growth, indicating potential opportunities for furniture manufacturers amidst market challenges. The gap between increasing furniture orders and declining shipments highlights ongoing production and supply chain difficulties that require strategic management. Overall, the furniture industry is navigating a complex environment characterized by both challenges and resilient growth opportunities, necessitating adaptive strategies.
In this episode of the RealAgristudies Insights podcast, hosts Shaun Haney and Justin Funk dig into new Canadian farmer sentiment data—this time focusing on early reactions to the Carney government, views on Bill C-202, and the public appetite for better federal-provincial collaboration on ag policy. The data is drawn from RealAgristudies' ongoing insights panel, offering... Read More
So far, markets have shown resilience, despite the volatility. However, our Head of Corporate Credit Research Andrew Sheets points out that economic data might tell a different story over the next few months, with a likely impact on yields.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.Today – how a tricky two months could feel a lot like stagflation, and a lot different from what we've had so far this year.It's Thursday, August 7th, at 2pm in London. For all the sound and fury around tariffs in 2025, financial markets have been resilient. Stocks are higher, bond yields are lower, credit spreads are near 20-year tights, and market volatility last month plummeted.Indeed, we sense increasing comfort with the idea that markets were tested by tariffs – after all we've been talking about them since February – and weathered the storm. So far this year, growth has generally held up, inflation has generally come down, and corporate earnings have generally been fine.Yet we think this might be a bit like a wide receiver celebrating on the 5-yard line. The tricky impact of tariffs? Well, it might be starting to show up in the data right now, with more to come over the next several months.When thinking about the supposed risk from tariffs, it's always been two fold: higher prices and then also less activity, given more uncertainty for businesses, and thus weaker growth.And what did we see last week? Well, so-called core-PCE inflation, the Fed's preferred inflation measure, showed that prices were once again rising and at a faster rate. A key report on the health of the U.S. jobs market showed weak jobs growth. And key surveys from the Institute of Supply Management, which are followed because the respondents are real people in the middle of real supply chains, cited lower levels of new orders, and higher prices being paid.In short, higher prices and slower growth. An unpleasant combo often summarized as stagflation.Now, maybe this was just one bad week. But it matters because it is coming right about the time that Morgan Stanley economists think we'll see more data like it. On their forecasts, U.S. growth will look a lot slower in the second half of the year than the first. And specifically, it is in the next three months, which should show higher rates of month-over-month inflation, while also seeing slower activity.This would be a different pattern of data that we've seen so far this year. And so if these forecasts are correct, it's not that markets have already passed the test. It's that the teacher is only now handing it out. For credit, we think this could make the next several months uncomfortable and drive some modest spread widening. Credit still has many things going for it, including attractive yields and generally good corporate performance. But this mix of slower growth and higher inflation, well, it's new. It's coming during an August/September period, which is often somewhat more challenging for credit. And all this leads us to think that a strong market will take a breather.Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. And also tell a friend or colleague about us today.
Rudyard and Andrew start the show assessing Trump's new trade deal with the EU: no relief on tariffs, carve outs that favour the US, and uncertainty for Europe down the road. Why did European Commission President Ursula von der Leyen agree to this deal? Why aren't all countries currently negotiating with the US working together to create a united front? And does the EU's deal provide a window into what Canada can expect from its own trade negotiations with the US? Trump is committed to tariffs and we need to accept this will be part of any future deal. And while we might not have yet seen the effects of tariffs on the price of consumer goods, we will soon as companies accept that this is a long term economic reality. Rudyard and Andrew then turn to supply management, a flawed policy issue that the Canadian government refuses to address. Why are we upholding a redistribution of wealth which benefits an affluent business community at the expense of the country's poor? Click here to purchase Andrew's new bestselling book, The Crisis of Canadian Democracy.
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The Institute for Supply Management's (ISM) June Manufacturing PMI report showed a better-than-expected reading of 49.0, but the sector remains in contraction territory for the first time in nearly a decade. ISM's Susan Spence attributes the weakness to ongoing trade policy uncertainty, citing executives expressing concern. Despite a slight uptick in production, she notes that new orders and backlogs continue to contract. Spence emphasizes that companies need clarity around tariffs and trade policy to make informed decisions to invest in their businesses, rather than relying on short-term fixes.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Is your team spending hours driving from site to site just to check inventory levels? On this Season 14 finale of Power Supply, we welcome Alex VandenBroek from MultiCare and Guy Russell from VUEMED to explore how electronic shelf labels are transforming non-acute logistics across multiple locations. From eliminating daily drives to numerous locations to enabling real-time ordering through a simple button press, our guests share how this technology frees up valuable staff time while improving visibility and communication with clinical teams. If you're managing multiple sites or looking to deploy your human resources more strategically, tune in to hear Alex and Guy reveal how they turned routine inventory management into an automated success story that builds trust and delivers measurable efficiency gains! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for 0.5 CECs! – https://www.flexiquiz.com/SC/N/ps14-08 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #Inventory #Technology #NonAcuteLogistics
ADP Research released the Private-Sector Payroll report; Kevin digs into the data, explains the information and offers his insights. The Institute for Supply Management released the Services ISM Report on Business; Kevin sorts through the data, clarifies the information and puts it into perspective. S&P Global issued their Services Purchasing Managers Index; Kevin has the details. Oil and gas prices react to larger-than-expected U. S. inventories of gasoline and diesel, unexpected drop in U.S. crude oil inventories, OPEC+ crude oil supply increases, "persistent tariff tensions" and Canadian wildfires.
The latest Atlanta Fed GDPNow growth estimate for the 2nd quarter has been released; Kevin has the details and offers his insights. Additionally, the Atlanta Fed further explained the reason for the negative growth in the 1st quarter and put it into perspective. The U.S. Commerce Department's Census Bureau reported new orders for manufactured goods: Kevin digs through the data, which sectors are up or down and offers his insights. The Institute for Supply Management's manufacturing index was released on Tuesday; Kevin discusses the data and puts the data into historic perspective. Also on Tuesday, the U.S. Bureau of Labor Statistics' Job Openings and Labor Turnover Survey was released; Kevin discusses the data and the whether the job market is strengthening or weakening. Oil and gas prices react to Russia and Ukraine "settlement" discussions, Iran's rejection of the U.S. nuclear proposal, Canadian willdfires interrupting crude oil production and a possible interest rate cut.
On today's episode of The Candice Malcolm Show, Candice is joined by Dalhousie University professor Sylvain Charlebois to discuss Canada's rising food inflation, why prices continue to climb while they fall across the G7, and how government protectionism — especially around dairy — may be to blame. Learn more about your ad choices. Visit megaphone.fm/adchoices
Supply management may not line up with free market principles, but the fruits of it to this point have been positive for Sean Smith and his family. These strategies have helped the to remain profitable at a scale a family can manage. They have also freed them up to experiment with some more regenerative practices....
In this new podcast, I interview Maxime Bernier, leader of the People's Party of Canada, discussing key issues in the upcoming federal Canadian election (April 28). Max was arrested in 2021 for attending an anti-authoritarian rally in Manitoba in 2021. He has been an ardent defender of civil liberties and free speech throughout the pandemic.We delve into economic policies, taxation, trade wars, government spending, immigration, and the party's vision for Canada in our conversation. Bernier emphasizes the need for fiscal responsibility, a reduction in mass immigration, and a focus on Canadian values and individual freedoms. Bernier argues for a clearer Canadian identity that promotes unity over diversity, while still valuing the contributions of various cultures. Bernier explains here why the Conservative party of Canada is weak, unprincipled, and ultimately powerless in undermining the Liberal Party.Rumble podcast link:https://rumble.com/v6shb45-maxime-bernier-on-canadas-economic-cultural-and-political-trajectory.html?e9s=src_v1_ucpUpgrade to paid membership now to watch the exclusive preview of this critical conversation:Chapters:00:00 Introduction to the People's Party of Canada03:04 Economic Policies and Their Impact06:02 Taxation and Wealth Creation08:58 Trade Wars and Tariffs11:55 Supply Management and Consumer Impact15:12 Government Spending and Inflation17:51 Defining the People's Party of Canada20:48 Social Safety Nets and Crime23:53 Immigration Policies and Economic Feasibility26:57 Cultural Dynamics of Immigration30:09 International Students and Employment33:02 Conclusion and Future Directions40:55 STEM Immigration and Job Market Dynamics46:49 Moratorium on Immigration: A Necessary Pause50:43 Economic Implications of Mass Immigration54:53 Cultural Integration vs. Multiculturalism01:04:40 Defining a Canadian Identity01:12:56 Revisiting Multiculturalism in CanadaTakeaways:* Mass immigration is not solving the aging population issue in Canada.* Government spending during COVID-19 has contributed to inflation.* The People's Party of Canada promotes individual freedom and personal responsibility.* Crime rates have doubled under Trudeau's leadership.* A moratorium on immigration is necessary to address current economic challenges.* International students should not have the right to work while studying. They should apply for immigration through proper channels. Mass immigration is a pressing issue in Canada.* A moratorium on immigration is necessary to address current challenges.* The job market is affected by the influx of low-skilled immigrants.* Cultural integration is crucial for societal cohesion.* Multiculturalism policies may hinder immigrant integration.* A clear Canadian identity is needed to unite diverse populations.* Economic growth does not equate to improved living standards for all.* Housing shortages are exacerbated by mass immigration.* High-skilled immigrants are welcomed, but low-skilled immigration needs to be controlled.* The federal government should not promote multiculturalism.Quotes:* "We must have 0% inflation."* "We need to stop that mass immigration."* "We must promote what unites us."* "Diversity is killing our country."* "We must not promote multiculturalism."Become a paid member now to gain access to this exclusive interview: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.illusionconsensus.com/subscribe
In this episode, Liz Ann Sonders and Kathy Jones discuss the current sentiment in the market, contrasting consumer sentiment with investor sentiment amid economic uncertainty. They explore the implications of bearish investor attitudes and the potential for a recession and reflect on the anniversary of the COVID-19 pandemic's impact on the economy. The conversation also highlights key economic indicators to watch in the coming week, including retail sales and Fed decisions.Then, Liz Ann speaks with Kevin Gordon about the overall economic landscape, focusing on recession indicators, labor market dynamics, and the recent earnings season. They explore the implications of tariff policies on business confidence and the challenges companies face in providing guidance, given the uncertainty. Kathy and Liz Ann also discuss the data and economic indicators they will be watching in the coming week, including the upcoming FOMC meeting.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresInvestors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the Options Disclosure Document titled "Characteristics and Risks of Standardized Options" before considering any option transaction.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.The Economic Policy Uncertainty Index measures newspaper coverage of policy-related economic uncertainty, the number of federal tax code provisions set to expire, and disagreement among economic forecasters. https://www.policyuncertainty.com/index.htmlISM is the Institute for Supply Management.PMI is the Purchasing Managers Index.(0325-5PME)
Clyde joins us to chat about current events in Canada and the evolution of his YouTube channel after Covid. We talk about the latest from the PBD podcast vindicating him, his stance on Canadian Conservatives, PP and the messaging. Immigration, Fentanyl, RCMP lab busts, election predictions, the corrupt Dairy Lobby, Supply Management and tariffs are also discussed. And we talk about moving to the USA, Trumps last move, trade protectionism and Elon and Trump. In the last part we chat about some of the differences between Canada and USA, record lows on Chinese goods, Alberta and the 51st State, lazy people, Marx, socialism, the Brain Drain, Atlas Shrugged, Canadian media, the job numbers, Gov EE's, and medical stuff. https://www.youtube.com/@ClydeDoSomething https://x.com/ClydeDoSomethin To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support. For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed Support the show directly: https://grimericacbd.com/ CBD / THC Tinctures and Gummies https://grimerica.ca/support-2/ Outlawed Canadians YouTube Channel: https://www.youtube.com/@OutlawedCanadians Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel: https://www.youtube.com/@adultbrainaudiobookpublishing/videos Darren's book www.acanadianshame.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Other affiliated shows: www.grimerica.ca The OG Grimerica Show www.Rokfin.com/Grimerica Our channel on free speech Rokfin Join the chat / hangout with a bunch of fellow Grimericans Https://t.me.grimerica https://www.guilded.gg/chat/b7af7266-771d-427f-978c-872a7962a6c2?messageId=c1e1c7cd-c6e9-4eaf-abc9-e6ec0be89ff3 Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/ Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/ MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com
In this episode of the Ag Tribes Report, host Vance Crowe is joined by Amanda Radke, a prominent figure in the agricultural community known for her work as a cattle rancher, motivational speaker, and children's book author. Amanda shares her insights on the controversial use of eminent domain for carbon pipelines, highlighting her relentless fight against these projects in South Dakota. She discusses the origins of the carbon pipeline projects, the political and financial implications, and the grassroots efforts to protect private property rights.Amanda also introduces "Bid on Beef," a platform connecting consumers with ranchers to purchase high-quality beef directly. She explains the motivation behind the initiative and its impact on rural America.The episode delves into the implications of RFK Junior's confirmation as the US Secretary of Health and Human Services, exploring potential shifts in US health policy and its effects on agriculture. Vance and Amanda discuss the mixed reactions within the agricultural community and the broader implications for public health.The conversation shifts to the beef checkoff program and its recent controversial tweet regarding private cattle sales. Amanda shares her perspective on the program's effectiveness and the need for transparency and accountability.Vance and Amanda also explore the potential impact of ending managed supply in Canada, discussing the political and economic ramifications and the possibility of Canadian provinces seeking US statehood.The episode concludes with discussions on Bitcoin land prices, the Peter Thiel paradox, and Amanda's views on government intervention in agriculture. Amanda shares her thoughts on the importance of free markets and entrepreneurship in the agricultural sector.Legacy Interviews - A service that records individuals and couples telling their life stories so that future generations can know their family history. https://www.legacyinterviews.com/experienceRiver.com - Invest in Bitcoin with Confidence https://river.com/signup?r=OAB5SKTP(01:06) Introduction and Guest Introduction(02:24) Bid on Beef: Connecting Consumers with Ranchers(03:35) The Fight Against Carbon Pipelines(10:28) RFK Jr.'s Confirmation and Its Implications(13:05) Controversy Over Beef Checkoff Program(16:19) Managed Supply and Canadian Agriculture(21:24) Bitcoin Land Price Report(24:45) Peter Thiel Paradox: Unique Beliefs(28:27) Worthy Adversaries: Respectful Disagreementshttps://serve.podhome.fm/the-vance-crowe-podcast_638721156549613591
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