Industry: Agriculture

In this episode, we'll explore various aspects of Jay's career and Wide Open Agriculture.

Today Alec and Sascha ask, how close are we to eating lab-grown meat? And is it lab-grown meat vegan?

Onions, a staple in many dishes worldwide, are currently facing a shortage. Today Alec & Sascha ask - why is the world running out of onions?

Today we’re chatting about Deere & Company, all on our own!

Today Sascha and Darcy started wondering about a world of automated farming - self-driving tractors and drones, fields covered in sensors, robots picking fruit. They ask - what does the farm of the future look like? And how far away are we from seeing it?

Earlier this month, New Zealand proposed a world first - having farmers pay for the emissions of their animals. Essentially, a methane tax for livestock. In a country that only has 5 million people, but 10 million cows and 26 million sheep - and where 50% of their emissions come from agriculture, it's no surprise it's front of mind in New Zealand's battle to get to net zero. In this episode, Alec and Sascha talk about how New Zealand are proposing to tax emissions from agriculture, and then look at whether this is a model the rest of the world will follow.

If you are gonna STAKE your claim to the future, then you need to think about the future ... casting your mind forward and thinking about what companies, what industries, what markets will be bigger in the future. In today's episode the lads do a fascinating deep dive on Agriculture and how tech is changing the way things are growing and being harvested.

In the final of their three-part analyst series, Candice and Felicity talk to Philip Pepe, a Senior Analyst at Shaw and Partners covering the Industrials sector. Philip has worked in the investment industry for over 25 years in roles that included Investment Consulting, Funds Management and Stockbroking. He’s also lectured for various educational bodies including the Financial Services Institute of Australasia and the Institute of Actuaries of Australia. In this conversation, they talk about the surprises he’s seen recently (both good and bad), how the pandemic has changed the agricultural climate, and he talks about some of the stocks and opportunities that have been catching his eye.

Tim is the Chairman of Hyperion Asset Management, an Australian and Global equities fund manager with over $13 billion in funds under management. Tim and his team built Hyperion over 24 years into one of the best performing managers in Australia. His other day job is running Packhorse - a business that acquires agricultural properties and manages land through regenerative farming practices. Their mission is to become a global leader in the practice of regenerative grazing and profitable cattle farming, and currently boast 45,088 hectares of land under management.