In Real Terms  By  cover art

In Real Terms

By: Steve and Derren
  • Summary

  • The convergence of Central Bank activity, ever-increasing deficit spending, and low to negative real interest rates have brought the investment landscape to a critical juncture. Join two commodity experts with over 50 years of combined asset management experience as they explore the market’s pivot towards real assets. In Real Terms will deliver expert assessments on the sometimes esoteric and often idiosyncratic fundamentals impacting a wide range of industries. REAL topics will include, but not limited to energy/power, renewables, timberland, agriculture, base/precious metals, real estate, cryptocurrency. Blog: Inrealterms.com Twitter: @In_Real_Terms
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Episodes
  • Bio-Fuels, Bill Lapp, Advanced Economic Solutions
    Mar 19 2022

    The shift towards de-carbonization will undoubtedly be one of the most disruptive secular changes we have seen in many years, with the after affects felt in a number of disparate industries and sectors. While agricultural solutions to cleaner transportation fuels have been in place for years in the form of ethanol, practical and political considerations have limited the necessary expansion of this bio-fuel blend stock.  A shift towards drop-in bio-fuel alternatives such as renewable diesel and sustainable aviation fuel have the potential to radically alter the landscape of production agriculture, and more specifically the global edible oils markets. 

     

    Bill Lapp

    Bill Lapp is founder and president of Advanced Economic Solutions.  Bill graduated from Southern Illinois University in 1979 with a B.A. in Mathematics, and from Purdue University in 1981 with a M.S. in Agricultural Economics. He has over 30 years of experience analyzing and forecasting economic conditions and commodity markets, and has a wealth of experience providing comprehensive economic analysis of the major commodity markets. Bill has been a featured speaker at numerous national forums, including the restaurant industry’s semi-annual Supply Chain Management conference and the USDA Annual Outlook conference.  Prior to forming Advanced Economic Solutions, Bill was Chief Economist for ConAgra Foods. He has served on numerous boards, including the Kansas City Board of Trade, Kansas City Federal Reserve Board’s Center for the Study of Rural America, the Farm Foundation, and the Food and Agriculture Committee of the Omaha Chamber of Commerce. In addition, he is a member of USDA’s National Agricultural Statistics Service Advisory Board, and participates on the Harvard Business Industrial Economists’ Round-Table.

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    37 mins
  • Alternative Proteins: Sharyn Murray, GFI
    Dec 10 2021

    Projections for global growth in both incomes and population will undoubtedly stress the existing system of food and agriculture in ways that argue for innovative solutions. Technology has been at the forefront of this innovation with new and varied alternative sources of protein. IRT visits with Sharyn Murray of GFI to discuss the world of alternative proteins.

    Check out the blog page at Inrealterms.com

    Follow us on Twitter @in_real_terms

    Contact: steve@inrealterms.com

    Sharyn Murray

    Sharyn partners with investors and startups to increase investment in the alternative protein industry. Previously, she spent nearly a decade as a researcher and marketing professional at GCM Grosvenor, where she built expertise in the alternative investments industry. Sharyn earned a BA in economics and psychology from Northwestern University and is a CFA charterholder. She feels incredibly privileged to have a chance to devote her career to mitigating the challenges presented by industrial animal agriculture.

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    36 mins
  • Nuclear Energy: Adam Stein, The Breakthrough Institute
    Nov 24 2021

    While much of the world faces an existential energy crisis partially driven by the growing need to de-carbonize, nuclear energy’s role in this transition has been somewhat marginalized. Security and safety concerns have long hampered the growth of nuclear here in the U.S., but a growing strain on the existing grid argues for a continued, if not increased, reliance on nuclear energy. IRT visits with Adam Stein senior nuclear analyst for The Breakthrough Institute to discuss the state of the nuclear power industry. 

    Adam Stein

    Adam Stein is a senior nuclear energy analyst at the Breakthrough Institute. His focus is on the technology, policy, risk, and economics of nuclear energy. He also studies complex interdisciplinary systems and decision-making in risk, resilience, and clean energy systems.

    He has spent sixteen years in the energy sector as a researcher and consultant. His work has been published by the Electric Power Research Institute, presented to the Nuclear Regulatory Commission, and contributed to many high-profile projects, including the first-ever license application for an advanced nuclear reactor in the U.S.

    Adam earned his Ph.D. and M.S. in Engineering and Public Policy from Carnegie Mellon University where his research focused on changing the paradigm for emergency preparedness and response for nuclear facilities. Prior to studying at Carnegie Mellon, he completed an MBA from IUP, and studied Mechanical Engineering and Nuclear Engineering at the University of Pittsburgh.

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    48 mins

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