In the last year, global food prices have surged more than 30% and have reached a decade high.1Is this something to be concerned about long-term or is this just the impact of COVID on supply chains? This is the basis of my discussion with my guest this week, Ammar James, Equity Analyst focusing on agriculture, paper and forest at VanEck.
Listen to Podcast
Subscribe Now
Apple Podcasts |
Google Play |
Spotify |
Stitcher|
SoundCloud
Future of Food
We begin our discussion about Ammar’s career path and going from education in mathematics to investment research and due diligence of the real assets space and his specific focus on agribusiness.
With food inflation in the news a lot lately, I wanted to get a sense from him if this was just something transitory or if there were factors other than COVID impacting supply chains that investors should understand. He noted inflation signals were starting to be seen even before COVID.
One way this generation of consumers is different from prior generations is the demand for sustainability. We delve into what this means for the future of food and how it’s consumed and produced. Ammar shares examples of companies working in food technology, precision agriculture, and agricultural sustainability.
Trend or Fad
Listen for Ammar’s take on farmland investing, crowdfunded private investments, prefab homebuilding, and the metaverse.