Latest Rabobank Podcast Episodes
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.
Farm inputs chronicles: Is 2024 going to be a year of lower prices?
RaboResearch Food & Agribusiness Australia/NZ - January 24, 2024 21:00 - 21 minutes ★★★★★ - 4 ratingsJoin RaboResearch analyst Vitor Pistoia and regional manager Stefan Vogel as they navigate the global market for farm inputs expected in 2024.
Explainer: Why the Red Sea matters
RaboResearch Food & Agribusiness Australia/NZ - January 19, 2024 07:21 - 15 minutes ★★★★★ - 4 ratingsJoin RaboResearch Senior Market Strategist Ben Picton and Global Strategist Michael Every as they discuss the trade disruptions in the Red Sea and why this is important for Australian farmers.
The deep blue sea of grains and oilseeds. What does 2024 have in store?
RaboResearch Food & Agribusiness Australia/NZ - January 16, 2024 21:00 - 29 minutes ★★★★★ - 4 ratingsJoin RaboResearch analyst Vitor Pistóia and regional manager Stefan Vogel as they unpack what lies ahead for grains and oilseeds in 2024 and how global climate trends and geopolitics can shape markets.
January 2024 WASDE: Disciplined consumers are rewarded
RaboResearch Agri Commodities - January 16, 2024 13:58 - 18 minutes ★★★★ - 10 ratingsLast Friday the USDA released a catalogue of data: the January WASDE, quarterly grain stocks, and Winter Wheat and Canola Seedings. The releases were largely bearish and confirmed the views held in our 2024 outlook (Buyers sail home on rising supplies) of higher-than-expected production and weak...
Cooling inflation inside the grocery basket for 2024
RaboResearch Food & Agribusiness Australia/NZ - January 15, 2024 21:00 - 17 minutes ★★★★★ - 4 ratingsStefan Vogel, RaboResearch General Manager – Australia & New Zealand, and Michael Harvey, Senior Analyst, take stock of the local and global food inflation cycle and look at what’s in store for the grocery basket in 2024.
Bolled hopes for cotton markets in the new year
RaboResearch Food & Agribusiness Australia/NZ - January 11, 2024 20:00 - 18 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Vitor Pistóia and Edward McGeoch as they discuss all things cotton, from where we ended 2023 to how we are looking in the new year. Everything from production to prices is covered, alongside key drivers and focuses for 2024.
2024 economic outlook
Liquid Assets: A Beverage Industry Podcast - January 09, 2024 12:00 - 42 minutes ★★★★★ - 122 ratingsEconomic power duo Jane Foley and Christian Lawrence return to discuss the outlook for a recession, interest rates, inflation, and consumer spending and how these economic trends could impact food and beverage companies as we enter the new year. Rabobank clients can sign up for our researc...
Chaos or clutter?
RaboResearch Food & Agribusiness North America - December 29, 2023 13:00 - 25 minutes ★★★★★ - 13 ratings2023 ends and 2024 begins with an unusual number of unknowns in commodity markets and across the industry. RaboResearch grain & oilseed analysts Steve Nicholson, Andrick Payen, and Owen Wagner sort through the clutter and try to bring order to the year-end jumble. In the second half of the episo...
Throw a shrimp on the barbie: Global seafood outlook for 2024
RaboResearch Food & Agribusiness Australia/NZ - December 20, 2023 21:00 - 22 minutes ★★★★★ - 4 ratingsJen Corkran and Angus Gidley-Baird chat with Novel Sharma about what will shape the global seafood market in 2024, including the growth in shrimp production.
A year in review and what to expect in 2024
RaboResearch Food & Agribusiness Australia/NZ - December 18, 2023 21:00 - 23 minutes ★★★★★ - 4 ratingsJoin RaboResearch General Manager – Australia & New Zealand Stefan Vogel and Senior Strategist Ben Picton as they look back on Australia's and New Zealand's economies in 2023 and make some predictions for 2024. What did we get right, where were we surprised, and how might the picture be differe...
Worldwide wrap-up
RaboResearch Food & Agribusiness North America - December 18, 2023 13:00 - 1 hour ★★★★★ - 13 ratingsGlobal Strategist for Grains & Oilseeds Steve Nicholson polls his colleagues around the globe for their thoughts on the biggest developments in the sector this year and what to watch for in the year ahead.
Soft drinks boom, spirits hungover, and consumers reach an inflection point
Liquid Assets: A Beverage Industry Podcast - December 13, 2023 12:00 - 57 minutes ★★★★★ - 122 ratingsFor the first time in more than a year, the Liquid Assets team gets to do a recording in the same room. They take turns picking news stories that speak to wider trends impacting the beverages industry. Rabobank clients can sign up for our research via this link: Research.Rabobank.com Note: T...
Production growing but slowing: Global animal protein outlook for 2024
RaboResearch Food & Agribusiness Australia/NZ - December 12, 2023 20:00 - 27 minutes ★★★★★ - 4 ratingsAnaysts Jen Corkran, Ed McGeoch, and Angus Gidley-Baird speak with Justin Sherrard, global strategist for Animal Protein and lead author of the Global animal protein outlook 2024, to get the insights on the key themes that we believe will play out in 2024.
How Australian grain farmers could benefit from El Niño impacts in South America
RaboResearch Food & Agribusiness Australia/NZ - December 06, 2023 20:00 - 21 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Vítor Pistóia and Marcela Marini as they discuss how El Niño is shaping the summer crops in South America and how global markets could react.
World dairy map | Trade growth and global events
RaboResearch Food & Agribusiness Australia/NZ - December 04, 2023 20:00 - 10 minutes ★★★★★ - 4 ratingsEd McGeoch and Michael Harvey join forces to have a look at RaboResearch's recent Global dairy map and unpack some of the key features and themes impacting the global dairy trade arena. Rabobank clients can receive a copy of the Global dairy map by contacting their relationship manage...
Farm Input-palooza
RaboResearch Food & Agribusiness North America - December 01, 2023 13:00 - 18 minutes ★★★★★ - 13 ratingsRaboResearch analysts Doriana Milenkova and Cindy van Rijswick attended Agritechnica, the massive equipment and farm input show in Hanover, Germany, this November. In this episode, RaboResearch Global Sector Strategist for Grains & Oilseeds Steve Nicholson gets a travelogue of the big show and t...
Grain & oilseed markets move south
RaboResearch Agri Commodities - November 29, 2023 07:00 - 16 minutes ★★★★ - 10 ratingsJoin Rabobank's Agri Commodity Markets Research team for a deep dive into grain and oilseed markets. Since our bearish 2024 outlook was published on November 15, grain and oilseed prices have slid as bargaining power continues to shift from farmers to consumers. North American 2023 grain harve...
Insights from the latest agri tech show
RaboResearch Food & Agribusiness Australia/NZ - November 23, 2023 20:00 - 18 minutes ★★★★★ - 4 ratingsStefan Vogel, general manager RaboResearch Australia and New Zealand, is joined by his colleagues from Europe Cindy van Rijswick, global strategist for farm inputs, and Doriana Milenkova, specialist farm inputs, who recently attended Agritechnica 2023 in Germany to discuss the biggest, best, and...
Agri commodities: Increased supply meets weak demand
Consumer Foods to Go - November 23, 2023 06:00 - 33 minutes ★★★★ - 5 ratingsEvery year the Consumer Foods-to-Go podcast provides an outlook for agri commodity prices, and this year is no different. Maria Castroviejo and Cyrille Filott interview Carlos Mera, Rabobank’s Head of Agri Commodity Markets Research, to discuss the outlook for key crops in 2024. Overall, the out...
The history of bourbon, as told by Heaven Hill
Liquid Assets: A Beverage Industry Podcast - November 20, 2023 12:00 - 1 hour ★★★★★ - 122 ratingsBourbon has been booming for years, but that growth was preceded by a half century of hardship, hard work, and good luck that laid the groundwork for the soaring category we see today. Heaven Hill’s Max Shapira and Kate Latts lived through the good times and the bad. We tap that experience to un...
Living on a thin line – exploring the challenges facing the US cotton industry
RaboResearch Food & Agribusiness Australia/NZ - November 16, 2023 20:00 - 21 minutes ★★★★★ - 4 ratingsJoin RaboResearch analyst Edward McGeoch and senior grains & oilseeds analyst Owen Wagner, based in the US, as they discuss the state of the US cotton industry off the back Owen’s recently released report, Living on a thin line: Overcoming the confluence of challenges facing cotton in 2023.
A mixed bag inside the grocery basket
RaboResearch Food & Agribusiness Australia/NZ - November 13, 2023 21:00 - 17 minutes ★★★★★ - 4 ratingsMichael Harvey and Ed McGeoch use the opportunity to unpack the latest earnings updates from a range of food and beverage companies to try and better understand what is happening inside the average grocery basket.
Opportunities for Australian canola in the season ahead
RaboResearch Food & Agribusiness Australia/NZ - November 06, 2023 20:00 - 31 minutes ★★★★★ - 4 ratingsJoin RaboResearch general manager Stefan Vogel and analyst Vitor Pistóia as they discuss the picture for canola oil supply and demand in Australia and the world.
Sale O Sale O – Australian livestock prices and next year's outlook
RaboResearch Food & Agribusiness Australia/NZ - November 03, 2023 07:17 - 25 minutes ★★★★★ - 4 ratingsJoin RaboResearch senior animal protein analyst Angus Gidley-Baird and fellow analyst Edward McGeoch as they discuss the current landscape of local beef and sheepmeat markets and the factors that will influence prices into next year.
Semiannual fertiliser outlook – what is next?
RaboResearch Food & Agribusiness Australia/NZ - October 31, 2023 20:00 - 12 minutes ★★★★★ - 4 ratingsJoin RaboResearch analysts Vitor Pistóia and Pia Piggott as they discuss the recently released fertiliser outlook and how the Australian and New Zealand markets might look like in the coming year.
Tying up loose ends
RaboResearch Food & Agribusiness North America - October 31, 2023 12:00 - 38 minutes ★★★★★ - 13 ratingsThere’s a lot to talk about in the row crop world this fall. In this month's episode, RaboResearch grain & oilseed strategist Steve Nicholson speaks with analysts Andrick Payen and Owen Wagner to hash out some hot topics.
Sports marketing 101
Liquid Assets: A Beverage Industry Podcast - October 31, 2023 11:00 - 48 minutes ★★★★★ - 122 ratingsDavid Broughton, a journalist and director of research for Sports Business Journal, discusses the history of sports advertising, how it is evolving, and what recent changes to the industry mean for building brands on the back of humanity’s most beloved pastimes. Rabobank clients can sign u...
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