There is an upcoming disruption of the food systems industry, and investors today can get in ahead of an exciting new S-Curve that's developing.

Elysabeth Alfano is the CEO of VegTech Invest, and also advisor to the EATV ETF. EATV is the world’s only Plant-based Innovation & Climate ETF. 7investing CEO Simon Erickson recently interviewed Elysabeth for our 7investing podcast.

In the first part of the conversation, Elysabeth describes how she got interest in food systems transformation and why it is important to solving issues like climate change, biodiversity loss, food insecurity, and human health care. The global food supply system hasn't changed much in the past 1,000 years and it could be ripe for disruption.

Elysabeth goes on to describe the limitations of our traditional supply chain. Animal husbandry isn't really innovating any more, whereas the plant-based innovation curve is just getting started. She explains that our current system isn't economical and is often bad for the environment. Beyond Meat has published research that says animal agriculture accounts for about 15% of the world's greenhouse gas emissions; with two thirds of those coming directly from cows. Consumers, governments, and businesses are all stakeholders who are interested in making food systems more efficient.

Simon then asks what parts of the supply chain will require the most investment, in order to create a $290 billion new industry by 2035. Elysabeth says it will be investment from businesses into their processes and supply chains. Perhaps with support from their governments.

In the final segment, Simon asks what the most common criticisms have been from people who are opposed to change in food products. Elysabeth also describes the investing methodology that she uses for her index.

Publicly-traded companies mentioned in this podcast include Beyond Meat, Cargill, ConAgra, Costco, Dannon, Nestle, and YUM Brands. 7investing's advisors and/or its guests may have positions in the companies that are mentioned.

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