The Secret History of the Future: Meat and Potatoes (The Economist Radio, 36 min listen)

(You can listen to the podcast by clicking here)

Mass production of meat is devastating the environment. It uses vast amounts of land and water and is a huge contributor to greenhouse emissions. We’ve heard this before, but meat is now sparking a renewed ethical discourse around animal slaughter and human health negatives. Given the number of meat alternatives that are nutrient dense and cheaper to produce, why not ditch eating animals all together? History tells us that it’s a lengthy and difficult process to change habits around food on a mass scale. For decades in Europe, the potato was considered an unappetising and potentially poisonous crop, similar to the tomato in Italy. This insightful podcast touches upon all surfaces of the discussion, from lab grown cow meat in a petri dish, to start-ups encouraging insects as environmentally friendly and nutritious appetisers.

Why does this matter? A substitute meat industry is threatening conventional producers. Plant based start-ups like Beyond Meat, which saw its shares soar 800% since its IPO in May, have racked up multi-billion dollar valuations. They claim to be a much better choice health-wise and are riding the global wave of climate change outrage. But the market is still new and comparatively small, and it might take some time before the soy bean burgers become the new beef.

The Myth of Meritocracy (Weekly Economics Podcast, 29 mins)

August 13, 2019

How Robots Will Feed Our On-Demand Culture (The Future of Everything by the WSJ, 14 mins)

August 13, 2019

Peak Energy, Peak Oil, and the Rise of Renewables: An Executive’s Guide to the Global Energy System (The McKinsey Podcast, 31 mins)

August 13, 2019

More Fed Rate Cuts Will Help EM Assets (P&L With Paul Sweeney and Lisa Abramowicz, 31 mins)

August 13, 2019

Billionaire Ken Fisher on Investing Principles (We Study Billionaires – The Investors Podcast, 35 mins)

August 13, 2019

Businessweek Extra – Hans Morris (Bloomberg Businessweek, 23 min listen)

August 7, 2019

Top of the Morning: ‘Assessing stock-bond portfolios’ (UBS On-Air, 14 min listen)

August 7, 2019

Talking Politics Guide to … The Chinese Communist Party (Talking Politics, 28 min listen)

August 7, 2019

The Trade War and the Fed, with Adam Posen (Trade Talks, 20 min listen)

August 7, 2019

Juliette Declercq: Powell should be fired! (Macro Voices, 14 min listen)

August 7, 2019

Could A Wealth Tax Work? (Planet Money, 22 min listen)

July 30, 2019

The Lurking Debt Disaster behind India’s Tallest Tower (FT News in Focus, 7 min listen)

July 30, 2019

Michael Swaine on the ‘China is Not an Enemy’ Open Letter (Sinica Podcast, 62 min listen)

July 29, 2019

Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market? (Exchanges at Goldman Sachs, 23 min listen)

July 29, 2019

Women, Men, and Hedge Funds (The Indicator, 11 min listen)

July 23, 2019

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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