Episode 10 - Down The Rabbit Hole

"Down, Down, Down. Would the fall never come to an end?" 
-- Alice in Wonderland by Lewis Carroll 

Welcome to Episode 10 of The Hoogwegt Dairy Spew!
The situation has just gotten "Curiouser and Curiouser!".
Join us for our little Tea Party as we explore the falling dairy prices, fundamentals and the macroeconomic drivers at play.

Chapters

• 0:34 Introduction
• 1:24 Fundamentals: Supply
• 7:29 Fundamentals: Demand
• 11:13 New Team Members!
• 12:18 Topsy-Turvy
• 14:24 Impact of China on Dairy Prices
• 21:59 Back to The Skies + FI Indonesia 2022
• 24:38 Macroeconomic Drivers
• 29:11 Summary
• 36:39 Closing