Lead-Lag Live

Unraveling the Complexities of Food Supply Chains: A Deep Dive into Food Prices, Inflation, and the Impact of Technology with Dr. Sylvain Charlebois


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What if you could better understand the complexities of the food supply chain and how it affects your wallet? Join our fascinating conversation with Dr. Sylvain Charlebois as we uncover the factors that determine food prices, from labor issues and interest rates to geopolitical tensions. Dr. Charlebois provides valuable insights on food inflation rates in the United States and Canada, highlighting the distinct differences in food supply chains and pricing between the two countries. 

Together, we explore the megatrends poised to bring down food prices in the future, including dropping industrial costs and the potential decline of food inflation. Dr. Charlebois shares his expertise on the role of AI in anticipating demand, non-AI innovations like automation and robotics, and the evolving values of younger generations in shaping the food industry. We also discuss how consumers are adapting to food inflation and the potential impact of technology and cloning meat on increasing resilience.

As we compare the food supply chain in the US and Canada, Dr. Charlebois offers insights into the higher margins and prices found in the Canadian market due to the concentration of grocers. We discuss the financial strategies of Canadian grocers and the potential consequences of extreme price swings for various food categories. Don't miss this enlightening discussion on the intricacies of the food industry and how understanding its complexities can empower us as consumers.

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions


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Lead-Lag LiveBy Michael A. Gayed, CFA

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