About this episode
In this powerful new episode of The Food Professor Podcast, presented by Caddle, co-hosts Michael LeBlanc and Dr. Sylvain Charlebois dissect the forces shaping Canada’s food and agriculture economy—from farmland bubbles and provincial politics to the latest retail coffee price increases.The show opens with Michael’s visit to Prince Edward County, where he talks about reconnecting with past guest Dan Sullivan of Rosehall Run Vineyards and celebrates the growing influence of culinary innovator and recent guest Charlotte Langley, whose tinned-seafood brand Nice Cans is redefining Canadian bespoke tinned fish dining. Sylvain weighs in on stalled interprovincial trade and Premier Doug Ford’s ongoing feud with Crown Royal and Diageo, exploring the politics of booze, bans, and consumer choice - and his support of ice cream maker Chapman's. The hosts also spotlight the wild-blueberry disaster in Atlantic Canada, where drought and fires have slashed yields by up to 70%, threatening regional processors and exports.Then the conversation shifts to a fascinating—and controversial—guest: Trent Klarenbach, BSA AgEc PAg, Special Crops & Grain Marketing Analyst and Founder of Klarenbach Research. A former Saskatchewan farmer turned analyst, Trent explains how he uses technical analysis—tools typically reserved for stock markets—to assess farmland value. His research suggests land in Saskatchewan and Alberta may be overbought, echoing warning signs that preceded the dramatic farmland correction of the 1980s.Trent describes how investor psychology and market cycles shape agriculture just as they do equities, applying RSI and Elliott Wave patterns to farmland data. He details his own journey through farming’s booms and busts, his motivation for building a subscription-based insights service, and the mixed reactions he’s received from farmers, lenders, and ag-finance professionals. For listeners seeking deeper understanding of the economics—and emotion—behind land ownership, his approach reframes how to think about farm equity and risk.The episode wraps with Michael and Sylvain analyzing temporary-foreign-worker fines, Tim Hortons’ price move and Starbucks store closures, and Donald Trump’s revived talk of U.S. dairy access. They close on a high note—what soaring bullion signals about global uncertainty and food-price volatility.Website: https://www.klarenbach.ca/YouTube:https://www.youtube.com/@KlarenbachResearchPodcast:
