Robert Andjelic has been bearish more often than not for three years. In January, he stood in front of a packed room and called a capital squeeze. This time he came back fired up about something different: three converging forces he believes put Canada in the strongest agricultural position in a generation.

What follows is Robert defending three years of public predictions, line by line, before laying out the new one.

Topics and Timestamps

0:00 -- Dan opens. Robert's backstory: escaping Croatia as a boy, building a commercial real estate empire, the Saskatchewan land bet that started at $400 an acre

5:00 -- Audience poll: who's bullish, neutral, or bearish right now

8:00 -- Why farmer suicide rates stay high even when the numbers look good

12:00 -- The fall 2023 call to lock in farm debt, revisited

18:00 -- Mark to market: the Saskatchewan farmland call, three years of FCC data

21:00 -- Why Robert owns zero acres of farmland in the United States

23:00 -- The eight early signs of credit tightening, in order

30:00 -- What a major operator's financial trouble this year means for the rest of the industry

41:00 -- Rent versus buy: the framework Robert actually uses on his own land

45:00 -- Why the smaller rural towns keep shrinking

52:00 -- Why Canada is technically in a recession as of mid-2026

59:00 -- The Hormuz oil shock compared to the 1979-81 shock

1:04:00 -- How the live audience rated Robert's three-year track record

1:06:00 -- The cattle herd rebuild that's still years from equilibrium

1:10:00 -- The bullish thesis: the Strait of Hormuz, a developing super El Nino, and the aquifers running dry

1:13:00 -- Robert's probability breakdown for an agricultural super cycle, 2026 to 2028

1:20:00 -- Why Robert doesn't trust AI to predict what happens next

1:21:00 -- Inside the Strait of Hormuz: vessels waiting, insurers pulling back, years to rebuild

1:29:00 -- Closing: investing by the numbers, not the narrative

Resources Mentioned

FCC Farmland Values Report -- cultivated land value data cited for Saskatchewan, Manitoba, and Alberta

NOAA El Nino Watch, issued May 14, 2026

Reuters reporting on Strait of Hormuz vessel traffic and tanker movement

Connect with Robert Andjelic

Canada's largest private farmland owner, 450,000+ acres across Western Canada

Connect with Growing the Future

Website: growingthefuture.ca

YouTube: Growing the Future

Instagram: @growingthefuturepodcast

LinkedIn: Growing the Future

Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.