AgWatchers

#115 Government created black swans

A quick update for the start of the week, as we debate the risk of government interventions in markets. Are government interventions good or bad, we look through the past and present interventions and how they impact - usually through unintended consequences. 
 
Remember - Sharing is caring. 

#114 Inflated interest in inflation

We have a chat with Matt's old colleague from his currency trading days at ANZ, Dion Ciavola. Dion runs his own money transfer service (Forex Sport). We chat about the inflation numbers, the likely increase in interest rates, and recent slide in the A$. Lower A$ is good for exports, but bad for imports. 

#113 What is in store for fertilizer pricing?

We talk to regular AgWatchers guest Chris Lawson, head of fertilizers for the analyst firm CRU. In this discussion, we talk about the impact of Russian sanctions, new plants in Australia, Sri Lanka banning synthetic fertilizer, where prices in Australia will go and a lot more. 
 

#112 Elections, Lumpyskin and diverse opinions.

We have a chat with Gillian and Mark Fennell about a huge range of issues around rural politics, the cattle industry and the outbreak of lumpy skin disease. An interesting point we talk about is diversity of viewpoints when it comes to making decisions. Happy Easter all. 

#111 Indian FTA, US Crop disaster? and livestock into China

A quick market update on the main drivers in the livestock and grain markets. We spent the weekend. Topics covered include US crop conditions, Indian free trade agreement and why it is better for livestock and a few others. Remember to share about. 

#110 Should consumers be paying more for food?

We have a chat with the CEO of Egg Farmers Australia, Melinda Hashimoto. Melinda thinks that consumers have to pay more for their eggs. In this discussion, we ask the big questions, and cover the increasing cost of farming eggs in Australia. 

#109 The end of an era with Malcolm Bartholomaeus

We were lucky to be the last official engagement of Malcolm Bartholomaeus before he heads off into retirement. Malcolm is a respected analyst, and was at the forefront of his game in Australia - and practically invented the field of ag markets analysis and price discovery here. We talk about the changes that Malcolm has experienced over his career from 1990 to 2022. 

#108 China coming back for barley?

Just the two of us, as we provide a market update. We cover off on whether lamb is cheap compared to cattle, or cattle expensive compared to lamb. We then talk about developing crop issues in China and the US, and the possibility of China coming back for barley. Just the two of us. 

#107 My Journey from Kiev.

At the onset of the Russian invasion, we had a chat with two of our analyst friends from Ukraine (Masha & Elena) on a live twitter space (EP102). We wanted to make sure both were ok and managed to get Elena back on to tell us about her journey out of Ukraine and the impact of the war on agriculture. Masha couldn't make it onto the podcast, but she is safe. 

#106 The Great Fuel Crisis of 2022 and Beyond

Fuel has gone through the roof - but is there a larger, more structural issue looming?We have a chat with John Blackburn AO, former Air Vice-Marshal and Deputy Chief of the RAAF. John has been working investigating supply chains as a part of Australia's national security. 
In this discussion, we find out how much at risk our fuel supply chain is (along with many other products).