Latest Rabobank Podcast Episodes
Consumer foods | Talking points
RaboResearch Food & Agribusiness Australia/NZ - May 02, 2024 21:00 - 20 minutes ★★★★★ - 4 ratingsNick Fereday, RaboResearch Senior Analyst – Consumer Trends, joins Michael Harvey during his visit from New York to discuss some of the key themes shaping food markets in the US.
US wine and spirits sales: How bad is it, really?
Liquid Assets: A Beverage Industry Podcast - April 30, 2024 12:33 - 46 minutes ★★★★★ - 122 ratingsSipSource analysts Dale Stratton and Danny Brager are two of the most influential and respected experts in the US wine and spirits industry. In an expansive discussion, Danny and Dale help us dissect the drivers behind falling wine and spirits sales and whether things will get worse before they ...
G&O tug of war – Weather concerns versus resilient stocks
RaboResearch Food & Agribusiness Australia/NZ - April 29, 2024 21:00 - 16 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Pia Piggott and Vitor Pistóia as they discuss the current developments in grains and oilseeds and how they can impact Australian markets.
Changes keep coming – A look at grain & oilseed markets across the globe
RaboResearch Food & Agribusiness North America - April 25, 2024 12:00 - 55 minutes ★★★★★ - 13 ratingsTune in as Rabobank's global team of grain & oilseed analysts join Global Strategist Steve Nicholson for their quarterly review of global G&O markets.
Mapping global vegetable trade
RaboResearch Food & Agribusiness Australia/NZ - April 21, 2024 21:00 - 13 minutes ★★★★★ - 4 ratingsGlobal Fresh Produce Strategist Cindy van Rijswick joins analyst Pia Piggott to discuss the recently released world vegetable map and trends in the global trade of vegetables.
The protein leverage hypothesis: Do we need to think differently about protein intake?
Consumer Foods to Go - April 18, 2024 05:00 - 45 minutes ★★★★ - 5 ratingsProfessors David Raubenheimer and Stephen Simpson argue in their book, Eat Like the Animals, that over the course of recent decades the share of calories from protein in people's diets has declined (especially in the US). RaboResearch's Nick Fereday covered the topic in a recent report that gen...
US cattle market update – The rebuild is still some ways off
RaboResearch Food & Agribusiness Australia/NZ - April 16, 2024 21:00 - 22 minutes ★★★★★ - 4 ratingsAngus Gidley-Baird speaks with Lance Zimmerman about the current state of the US cattle market, including any indications of the rebuild process and why the US domestic lean trimmings price has hit a new record.
Brewers resilient despite a wrench in the COGS
Liquid Assets: A Beverage Industry Podcast - April 16, 2024 11:00 - 37 minutes ★★★★★ - 122 ratingsIn a recent and much anticipated report, Senior Analyst Francois Sonneville modeled the spot market and actual prices paid among public beer companies in North America, Europe, and China. We discuss his findings and his ideas on how brewers can better control production costs and where future co...
New Zealand agribusiness monthly April 2024
RaboResearch Food & Agribusiness Australia/NZ - April 15, 2024 19:00 - 19 minutes ★★★★★ - 4 ratingsJen Corkran and Ben Picton unpack the colours of autumn and talk about the New Zealand commodities covered in the April New Zealand agribusiness monthly. Although there is a bit of volatility out there, some shining lights in a few markets help keep things in view.
Aussie economics: Q1 review and the road ahead
RaboResearch Food & Agribusiness Australia/NZ - April 10, 2024 21:00 - 13 minutes ★★★★★ - 4 ratingsJoin RaboResearch Analyst Vitor Pistóia and Senior Market Strategist Ben Picton as they discuss how the Australian economy is positioned at the end of Q1 and what the road ahead might entail.
New Zealand and Australia sheepmeat update | April 2024
RaboResearch Food & Agribusiness Australia/NZ - April 08, 2024 21:00 - 19 minutes ★★★★★ - 4 ratingsJen Corkran and Angus Gidley-Baird chat about all things sheepmeat as we head toward the cooler months. They discuss what is happening in Australia and New Zealand and some interesting export statistics for both countries, as well as comment on the domestic sheepmeat market in the UK.
Expo West 2024 review: Exciting, optimistic, and realistic
Consumer Foods to Go - April 04, 2024 05:00 - 30 minutes ★★★★ - 5 ratingsOnce again, RaboResearch visited Natural Products Expo West, one the largest food trade shows in the world with more than 3,500 exhibitors and more than 70,000 visitors. Tom Bailey, Nick Fereday, and Cyrille Filott together with Maria Castroviejo discuss their findings, including how the consume...
The future of online alcohol marketplaces, featuring Breakthru Beverage Group
Liquid Assets: A Beverage Industry Podcast - March 28, 2024 13:31 - 46 minutes ★★★★★ - 122 ratingsAt this year’s Access LIVE conference in Las Vegas, we sat down with Breakthru Beverage Group’s Head of Digital and E-commerce Mike Boswell for an impromptu conversation on alcohol marketplaces. We explore the relevance and value of marketplaces at different levels of the value chain, discussing...
Sustainable aviation fuel demand's impact on Australian agriculture
RaboResearch Food & Agribusiness Australia/NZ - March 27, 2024 20:00 - 19 minutes ★★★★★ - 4 ratingsSustainable aviation fuels could boost demand for Australian agricultural products like sugar, grains, and oilseeds. And, if the rules are set optimally, they might also pay price premiums for low-emission farm production.
Inflation and interest rates: What is the big picture?
RaboResearch Food & Agribusiness Australia/NZ - March 25, 2024 20:00 - 10 minutes ★★★★★ - 4 ratingsIn this episode, Senior Macro Strategist Ben Picton is joined by Jan Lambregts, Rabobank’s Head of Global Economics and Markets, to discuss the big themes unfolding in the global economy. We look at some big changes driving inflation, check in on the US elections, and make some predictions about...
Looking down the aisles of supermarket inquiries
RaboResearch Food & Agribusiness Australia/NZ - March 21, 2024 20:00 - 14 minutes ★★★★★ - 4 ratingsHigh food inflation has been a catalyst for the latest supermarkets inquiry from the Australian Competition and Consumer Commission. Michael Harvey and Pia Piggott discuss learnings from the last supermarkets inquiry in 2008, what the new inquiry will examine, and how the retail grocery secto...
Australian winter crop gross margins: 2024/25 outlook and a performance review
RaboResearch Food & Agribusiness Australia/NZ - March 20, 2024 20:00 - 12 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Edward McGeoch and Vitor Pistóia as they discuss the 2024/25 outlook for Australian winter crop gross margins and how it compares to recent seasons.
Autumn in New Zealand | Agribusiness update and the Wanaka A&P Show
RaboResearch Food & Agribusiness Australia/NZ - March 18, 2024 18:00 - 10 minutes ★★★★★ - 4 ratingsEmma Higgins and Jen Corkran have a chat about the recent Wanaka A&P Show and the conversations they had with farmers, clients, and industry attendees there. Beef, sheepmeat, and dairy commodity updates from the March agribusiness monthly are also discussed, as well as the general sentiment and ...
Global dairy quarterly Q1 2024 | Finding a new equilibrium
RaboResearch Food & Agribusiness Australia/NZ - March 07, 2024 20:00 - 17 minutes ★★★★★ - 4 ratingsJoin Emma Higgins and Michael Harvey as they recap the key takeaways from Rabobank's recently released Dairy quarterly Q1 2024. A better year lies ahead, with bright spots on the horizon for improved global dairy prices. Affordable feed prices mean milk production growth will be back on the card...
Neo-prohibitionism, Ozempic, and the end of the tequila boom?
Liquid Assets: A Beverage Industry Podcast - March 07, 2024 13:12 - 53 minutes ★★★★★ - 122 ratingsIs neo-prohibitionism a threat to the alcohol business? Will GLP-1 agonists decrease alcohol sales? Are soft drinks companies losing interest in their effort to develop alcohol brands? To debate these and other controversial topics, the RaboResearch Beverage team plays one of our favorite games:...
Live cattle export season kicks off
RaboResearch Food & Agribusiness Australia/NZ - March 04, 2024 20:00 - 23 minutes ★★★★★ - 4 ratingsWith import permits for live cattle just being released by Indonesia, senior animal protein analyst Angus Gidley-Baird chats with Rabobank's Joe Webb, head of relationship management, and Barry Gerschwitz, senior rural manager, about the upcoming live cattle export season.
The cocoa rally explained
RaboResearch Agri Commodities - March 01, 2024 13:39 - 14 minutes ★★★★ - 10 ratingsThe cocoa rally shows no signs of slowing, with the London March24 contract up 58% YTD. Meanwhile, the New York contract set a new all-time high in the first half of February, surpassing, in nominal terms, the previous record set in 1977. Since then, prices have moved 20% higher! In this podcas...
Global pork markets remain under pressure
RaboResearch Food & Agribusiness Australia/NZ - February 26, 2024 20:00 - 21 minutes ★★★★★ - 4 ratingsThe US is the biggest supplier of pork to Australia. To find out what is happening in the US market and to get an update on the Chinese market, Angus Gidley-Baird speaks with animal protein anlaysts Christine McCracken from the US and Chenjun Pan from China.
The challenges in measuring sustainability data
Consumer Foods to Go - February 22, 2024 06:00 - 36 minutes ★★★★ - 5 ratingsSustainability is firmly on the food and agribusiness agenda. Companies in the sector are now moving from making a sustainability strategy to measuring and making changes in many aspects of the food system, but before making improvements, one has to establish a base. To discuss the challenges an...
Almond outlook 2024
RaboResearch Food & Agribusiness Australia/NZ - February 21, 2024 20:00 - 14 minutes ★★★★★ - 4 ratingsA strong rebound in almond prices is expected over the next 12 to 18 months, despite global production returning to higher levels. Join horticulture and sugar analyst Pia Piggott to discuss developments in the almond industry.
Australia dairy – Slowly trading places
RaboResearch Food & Agribusiness Australia/NZ - February 20, 2024 20:00 - 12 minutes ★★★★★ - 4 ratingsMichael Harvey joins Emma Higgins to discuss his latest report, in which he looks at how Australia’s overall trade profile is in a period of transition and how the dairy sector must therefore consider the value chain implications of a sustained withdrawal from global markets and a smaller export...
New Zealand interest rates: Has something changed?
RaboResearch Food & Agribusiness Australia/NZ - February 14, 2024 18:00 - 15 minutes ★★★★★ - 4 ratingsJoin General Manager – RaboResearch Australia & New Zealand Stefan Vogel and Senior Market Strategist Ben Picton as they discuss where interest rates in New Zealand might be going and the factors influencing the Reserve Bank of New Zealand when setting rates.
Australian outlook: Moving confidently into 2024
RaboResearch Food & Agribusiness Australia/NZ - February 07, 2024 20:00 - 31 minutes ★★★★★ - 4 ratingsAustralian agribusiness is moving confidently into 2024 with a general uptick in prices and weather conditions. Beef and sheep prices have improved, with better seasonal weather conditions and El Niño likely to end soon – allowing for more hope of continued rains. Dairy prices, while down from a...
Southern Glazer’s talks industry trends, inventory, and digitalization
Liquid Assets: A Beverage Industry Podcast - February 02, 2024 14:58 - 1 hour ★★★★★ - 122 ratingsAs the largest wine and spirits distributor in North America, Southern Glazer’s Wine & Spirits has a unique perspective on the US alcohol market. Senior leaders David Chaplin (Chief Growth Officer), John Wittig (Chief Commercial Officer), and Alan Wizeman (Chief Digital Officer) share their view...
Sheep markets shift in summer
RaboResearch Food & Agribusiness Australia/NZ - January 25, 2024 21:00 - 15 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior analyst Jen Corkran and fellow colleague Edward McGeoch as they discuss the Australian sheepmeat market and touch on what is happening in New Zealand. Covering price movements and supply dynamics, they share a look at where the market is heading.
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