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Dennis Voznesenski is an Australian analyst who has spent his career deep in the world of global agriculture. He is the author of 'War & Wheat'.

In this conversation, Dennis explains how geopolitical forces, from trade wars to energy policy, ripple through agricultural markets in ways that are difficult to predict but impossible to ignore. 

We discuss the unique position of Australian farmers, who compete on the global stage without the subsidies that prop up producers in the US, Europe, and beyond. The unbelievable masses of production. The efficiency of it. How the America's are basically where it all comes from. We get into why farmers are increasingly investing in on-farm storage as a strategic response to volatile markets, how infrastructure gaps in developing regions are holding back enormous agricultural potential, and the tension between the push for greater productivity and the long-term sustainability of the land itself. 

Dennis also walks us through how historical events provide essential context for understanding where agricultural markets are heading today, and helps explain the current moment through the lens of agriculture. 

Timstamps.

00:00 The Global Landscape of Agriculture
12:11 Insights from the Agricultural Industry
24:38 The Role of Technology and Innovation
31:22 The Impact of Global Events on Agriculture
52:56 Future Prospects and Opportunities