Episodes
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A conversation with Marco Carbonara, cofounder, owner and farmer at Pulicaro Farm, in Lazio, Italy. A special early morning walk through permanent pasture surrounded by multispecies graziers, donkeys, cows, sheep, goats, chickens and, of course, some guard dogs, which means a lot of pleasant and present background sounds. We are in the hills between Rome and Florence and have the great pleasure to visit the farm of Marco and Chiara. Marco takes us on the morning walk to feel, smell, and see regeneration of permanent pastures in a Mediterranean landscape. Definitely not easy, but definitely possible, and yes, also profitable.
How did Marco, who had no farming experience 20 years ago, approach regeneration back then, and how does he approach it now? When they take on new lands, what are the first steps, and how much has he learned over the last 20 years? What is the role of animals in regenerating the Mediterranean landscape, and how does he handle the challenging balance between running a company, needing to break even, and wanting to regenerate as quickly as possible?
We also discuss the challenge of feed: is it okay to bring feed for the non-ruminants in your rotation from outside the farm when your soils can’t yet sustain needy plants like wheat, barley, etc.? And if it is, how do you deal with the challenge of potentially competing for human food? We only scratched the surface because it’s impossible to capture 20years of deep regeneration in just one hour, but we tried and we hope you enjoyed listening to it as much as we did recording it.
https://investinginregenerativeagriculture.com/marco-carbonara
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A conversation with John Holmyard, founder and managing director of Offshore Shellfish, 21st century mussel farming: guilt-free food that helps regenerate marine biodiversity and captures carbon. We talk about protein. With a growing population, we need more and more of it. So, what is the lowest impact and positive impact protein source we can grow? A deep dive into the largest offshore mussel farm in Europe, where they grow large amounts of mussels by grazing large number of plankton that naturally flows by. And, in case you are wondering, there is so much plankton around because we depleted most of the fish stocks that used to eat a lot of it.
We learn all about how to build the largest mussel farm in the UK and how to deal with regulators who have no idea what shellfish farming even means (they think you hunt mussels in the wild). We explore why mussels are such a potential crop to grow, and they can even restore natural mussel reefs, which used to be present all around the North Sea until we started bottom-trawling. And why are politics fundamental to the business when all of your crop goes fresh to mainland Europe?
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Episodes manquant?
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A conversation with Kevin Wolz, CEO of Canopy Farm Management and former founder of the Savanna Institute. Canopy provides tree planting and management services to farmers and landowners in the US Midwest. They establish perennial crops, timber plantings, conservation practices, and integrated agroforestry systems.
We have been talking about agroforestry systems and investing before (see link at the bottom of this page!): trees were the answer to whatever your question was. But how do you start an agroforestry industry right in the middle of the belly of the beast, the American Midwest, where corn and soy are everywhere, leases are 1 to 3 years, and there are no trees as far as the eye can see? And especially here, trees are needed, not as magical carbon sequestration tools but as climate adaptation, against erosion, wind breaks, to protect animals and crops, nutrient leaking into streams, and, of course, to produce a lot of food integrated into the fields. What does it take to build an agroforestry industry here? What about finance, equipment, planting, seedlings, tree nursery, harvesting, markets, and much more?
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A conversation with Cindie Christiansen and Analisa Winther, founder of Top 50 Farmers, about the narrative around farmers and how it has to change. Less than 12% of farmers in the EU are under 40, and it isn’t seen as "sexy." The stereotype of a 60-year-old white man on a tractor isn’t helping, and no, driverless tractors are not going to take care of our farming anytime soon. So how do we change that? One way is to put the current trailblazers, the pioneering regenerative farmers, in the spotlight by connecting them with resources and with each other, and yes, even with corporations, to turn this into a real movement and to change the public narrative.
Farming can be at least as sexy— probably more so— as being a chef. Do you remember when chefs weren’t famous and didn’t have book deals or Netflix series? That has drastically changed in the last few decades. We need to do the same with farming and farmers. Great, lofty goals—but how do you go about it? How do you finance something like this? Stay true to yourself and make sure you don’t burn out, which wouldn’t be very regenerative. All things we unpack in this episode.
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A new episode of the Walking the Land with a Regenerative Farmer to explore the journey of Andres Jara, a regenerative farmer who has turned a mere 0.4-hectare plot outside Amsterdam into a vibrant market garden De Stadsgroenteboer. Andres shares his innovative farming practices that support an 650 people weekly and how the farm not only thrives on biodiversity, but also champions a unique trust-based market stand model, overcoming challenges like sourcing organic materials from abroad. De Stadsgroenteboer market garden is really pushing the boundaries of what success means financially, quality of life, quality of products, and of course the health of the soil.
We explore Andres' vision of making regenerative agriculture accessible to a wider audience, including diverse communities such as Turkish families seeking unique produce. From humble beginnings with basic setups to cultivating plants from seed and improving operations with self-made compost, Andres and his team have navigated the complexities of soil management and no-tillage practices.
While we walk through the farm, Andres shows exciting projects like the development of an outdoor kitchen space aimed at enhancing culinary education, giving aspiring chefs a firsthand experience with a variety of plants and flowers and deepening their understanding of ingredients from garden to table.Finally, we focus on the broader themes of financial growth and ecosystem development in sustainable agriculture. Andres discusses the economic viability of regenerative farming, highlighting how strategic collaborations with local businesses have helped create a thriving community. You'll hear about innovative strategies, such as encouraging birds of prey to manage pests and using edible flowers to attract pollinators, which enhance both the environmental and economic aspects of the farm. Through Andres's insights, we are invited to consider a more harmonious relationship with the environment, emphasizing the need for a shift in financial paradigms to support the next generation of farmers.
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A conversation with Jesús Areso Salinas, retired from work as patent examiner at the European Patent Office and now active with his project to fight climate change combining water, katabatic tower and mosture. Another record-breaking summer in the global north, where temperature records were shattered repeatedly, prompts us to ask: is there a sustainable future for places like the Mediterranean? Jesús wondered how does nature cool? and, crucially, could we help nature kickstart the cooling of ambient air?”
Imagine cooling our surroundings during a heatwave—cooling town squares, vegetable gardens, or farms on a small scale. What if, over time, this approach spreads, with more people cooling their surroundings, allowing plants and trees to continue growing through the summer and helping to cool the air? Could this restoration of local cooling contribute to rebalancing water cycles, bringing back summer rains, and even creating a lasting cooling effect?
Sure, we could retreat to air-conditioned spaces, but air conditioners only worsen the problem by using energy to move heat from inside to outside without solving anything at its core. And what about plants, trees, and animals? They need a humid, comfortable environment to thrive, yet during hot, dry summers, they’re focused on survival rather than growth—or the cooling process essential to their function. Mediterranean farmers, in particular, take note: during the peak of summer, your plants and trees often stop growing because it’s too hot and dry.
So, how does nature cool itself? Through transpiration, plants and trees release moisture, which cools the surrounding air. However, as heatwaves become stronger, it’s often too hot for them to function, meaning they can neither grow nor cool the air. This lack of cooling is a problem farmers and investors need to understand—especially those in warmer climates, where plants and trees may be unable to photosynthesize or grow for weeks on end. Cooling ambient air is essential, and air conditioning isn’t the answer.
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A conversation with Aaron Huang, founder of OoNee Sustainable Sea Urchin Ranch, to dive into the world of sea urchin ranching and its connections to high-end fish restaurants, many of which fly their sea urchins in from Japan. Over the past decade, a warm water blob off the U.S. West Coast has caused sea urchins to overgraze the kelp forests, leading to a massive population boom of urchins, the collapse of kelp ecosystems, and the rise of countless “zombie” sea urchins—urchins that prevent the kelp from regrowing without dying themselves.
Why should we care? Because this phenomenon is happening everywhere—whether it’s invasive species or extreme weather events, ecosystems are collapsing, and without smart intervention, they won’t recover. In this case, the solution is to harvest the sea urchins threatening the remaining kelp, fatten them up, and sell them to the growing market for high-end seafood. What can we learn from this approach and apply to other ecosystems that are out of balance?
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What happens when a seasoned finance professional trades his suit for soil? In a conversation with Edd Lees, co-founder of WildFarmed, we explore what it’s like to help create one of the most renowned brands in regenerative agriculture. Inspired by his friend Andy Cato, Edd, the financial mind behind WildFarmed, embarked on a mission to revolutionize food systems, beginning with a bakery in southern France. Today, they work with over 100 farmers across 10,000 hectares in the UK, supplying regenerative flour to some of London’s best bakeries.
We explore Edd's transition from 23 years in finance, his pragmatic approach to changing the food system (avoiding dogmatism), and his strategies for scaling the business. This includes expanding beyond their core market of artisanal bakers and finding ways to introduce their products to supermarkets. For WildFarmed, it's all about scaling up, impacting as many hectares as possible- ultimately at a landscape level- while guiding farms on their regenerative journey, one step at a time, all while maintaining financial sustainability.
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A conversation with Juliette Simonin, co-founder and COO of CrowdFarming, a company that works with over 320 farmers and sells fruit and veggies boxes directly to 400.000 consumers. In this discussion, we explore how Juliette transitioned from working at a large insurance company to co-founding Europe's largest direct-to-consumer organic fruit and vegetable platform.
How do they educate these consumers that a farm is not a screw factory, and that every fruit is different? Delivery times depend on harvests and weather. The conversation also touches on how they keep consumers engaged in the process of growing fruits, and how vital it is for farmers to know there is a growing demand for their organic produce as they make changes to their practices.
Finally, we discuss why CrowdFarming is focused on helping farmers transition toward regenerative practices. Spoiler alert: resilience is a key driver. This resilience is also why the company bootstrapped for most of its early years before eventually deciding to take on outside capital.
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A conversation with Yanik Nyberg, co-founder of Nara Climate and Sea Water Solutions, about feed for aquaculture and on-land livestock, salinity—when soils get saltier. Millions of hectares of former soil marshes close to the coast have been drained over the last thousands of years and often farmed, slowly but surely because of rising seawater levels. Soil water is creeping back in, and traditional farming is getting impossible. What do we do with these millions of hectares? One way is to rewet them and grow salt-loving plants called halophytes. These plants are also great feedstock for the aquaculture industry and poultry to replace the massive negative impact of soy.
So, what is holding back the large feed companies from incorporating this novel but originally the feedstock of many fish into their mixes? Interestingly enough, most of the world's deserts are getting saltier too. Because of extreme rain, it rains in the desert every now and then, which leads to flash floods. Millions of livestock pastoralists and their animals are suffering because of drought and floods, and the salts make their grass-based pastures disappear. Could the magical salt-loving halyphoates also be grown in the desert and feed these animals?
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A conversation with David Brunmayr, co-founder of Organic Tools, where they believe the future of agriculture is small-scale, and make the machinery and tools to make that vision a reality. We discuss the enormous advantages of smaller-scale and diversified farming, that make much more ecological sense. It can be energy-positive compared to the enormous energy required to grow food on the current large, industrialised extractive mono land.
So, what is the catch? Hands and usually backbreaking work. Smaller-scale, diversified farms used to rely on a lot of labour, with villages coming together for the harvest. This is no longer possible in many places, so the natural question is: what are the machinery and tools needed to have smaller-scale, diversified farms thrive and not burn out and break their lower backs? Huge, multimillion-dollar combine harvesters and tractors are not going to work.
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A conversation with Franco Fubini, co-founder of Natoora and author of In Search of the Perfect Peach, about flavour as the key to unlocking consumer demand. We talked about what leads to great flavour, which is of course soil health, but first, we need amazing seeds. How do we make sure farmers get paid accordingly when they grow the most amazing pumpkin or peaches? We tackled creating demand for flavour and lots of it starting with the world's leading restaurants, and chefs who are relentlessly looking for the best flavours on their plates.
Most of the food today in the global north flows through supply chains and ends up in supermarkets. So how do we build enough demand and strong supply connections between the farmers who are purely focused on flavour and the ones that supply supermarkets, maybe first online but then also retail? It took Franco 20 years, but now Natoora is starting to crack that code, supplying over 2000 of the world's leading restaurants and some leading supermarkets all with radical seasonality, because we don’t have 4 seasons but 365. Finally, food miles are overrated and won’t change the food system, plus super diverse farms won’t lead to the best flavour; we need specialisation and scale.
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A conversation with Chris Smaje, farmer and author of Saying NO to a Farm-Free Future, about manufactured food not being the solution to the food, agriculture, and climate crises, despite what George Monbiot portraits in Regenesis. Why don’t we just grow food from thin air and all move to cities and have nature rewild the countryside? If this sounds dystopian to you, this conversation is perfect for you. We unpack the many issues with that worldview and how it most likely creates more problems than it solves. There are huge technical challenges with this kind of manufactured food, like energy costs and health. But this is about much more; this is also about the concentration of people, capital, and power in cities and the rural-urban divide.
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A conversation with Stefania Avanzini, director of One Planet Business for Biodiversity (OP2B), about working hard to create alternative vertically integrated, farmed-owned food companies and transforming the current giants. Because, whether we like it or not, most of the food we buy in supermarkets comes from these companies. These companies are finally feeling the pain from climate weirding in their supply chains. So, what are they doing about it, and why did 26 of them join the coalition of businesses for biodiversity?
How does a coalition with companies with a total turnover of over 900 billion dollars work on changing the food system? These are the whales of the food system, not the small fishes, and with all their issues and challenges, they are fundamental to the future of our food system.
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A wide-ranging conversation with Frederik Lean Hansen, a regenerative farm business consultant who spent a year traveling and working on 12 farms alongside regenerative farmers across Europe. He is currently active as a Farm Finance genitor and is now starting his own silvopastured poultry enterprise on his parents' farm in Denmark. We discuss topics such as finance, CapEx, OpEx, income statements, and cash flow, as well as the myth of small-scale farming and whether economies of scale truly matter. Fred shares insights on how farmers can organize together to access better markets, run more financially successful businesses, and improve their quality of life. We also delve into the importance of inner work, which is often neglected in our sector—or any sector, for that matter.
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A check-in with Chuck de Liedekerke, CEO and co-founder of Soil Capital and one of the veterans of the regen space, whom we interviewed almost 6 years ago! We talk about paying farmers for ecosystem services and why they seem to have hit an inflection point in the last two years. Working with over 1600 farmers to get them paid for carbon and more through corporations that buy from them. Corporates in the food space finally start to wake up to the opportunity and necessity of investing in their supply shed. And to top it off, we talk about water cycles and landscape-scale regeneration!
Last week Soil Capital has completed its €15M Series B funding round.
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A conversation with Nettie Wiebe, organic farmer and long-time small farm activist in Canada and globally, one of the founders of La Via Campesina, part of the IPES food panel, and coauthor of the recent Land Squeeze report. We talk about land purchases and prices. In many places, over 70% of the farmland is controlled by 1% of the farms. This is just one of the many challenges the latest Land Squeeze report of the IPES food panel addresses. We talk about the results of the report and what to do about it, how go get speculative money out of farming and why green grabbing needs to stop.
Land squeeze: one of the biggest issues in regenerative farming is access to land. Why is that? Farmers in the global industrialised north are ageing, and many of them don’t have a next generation taking over the farm; many other people would love to farm and are, in many cases, able, but can never finance the land purchase because land prices and value are completely disconnected. They face competition from ever larger industrial extractive, well financed farms.
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A conversation with Eduard Müller, founder of University for International Cooperation (UCI) and leading Costa Rica Regenerativa, about regenerative education: what does it mean, and why is it so powerful to focus on educating people who want to learn more about regeneration? Eduard makes a very strong case against trying to convince the people in power, in industry, in chemical companies, in fertile companies, in large ultra-processed food companies, at the UN, etc. He has tried and failed, and he truly believes in on education and unlearning. That is why he started his own university 15 years ago. He started with online education in 1998, focusing on scaling regeneration in Costa Rica and showing the numbers and data behind it to reach the tipping point.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
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Matthijs Westerwoudt is the co-founder of Wilder Land, a company transforming native plants, often considered weeds, into highly desirable products. These plants, once dismissed as unwanted, are now being used to create delicious drinks, herbal teas, kombuchas, fermented teas, and even pasta. The company pays farmers more per square meter than they would earn from any other crop. How do they achieve this? First, by ensuring that these products taste as good as, or even better than, those made from monoculture crops. Second, through exceptional branding—highlighting the appeal of "nature-restoring" drinks over the concept of "biodiversity-restoring" beverages. The secret to success lies in continuous testing and refinement. In short, they are making biodiversity not just important, but incredibly tasty.
In the Netherlands, many things are well-organized, but the country also holds the unfortunate title of being a world leader in biodiversity loss. This raises the question: how can farmers be compensated for the extra biodiversity they create or support? While the idea of biodiversity credits might come to mind, these are difficult to measure and not yet fully developed. Wilder Land found a different solution for it.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
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A check-in interview with Mark Lewis, managing partner at Trailhead Capital, about the inevitability of the "regenerative revolution" and the potential for significant financial and non-financial returns in this space. What does putting almost half of your $50 million VC fund to work in businesses active in the regen space in North America, taught Mark about the space and what has changed since 2021, and what big opportunities haven’t we collectively invested in? What is missing and what is needed? And we discuss why Mark is no longer hunting for unicorns but is still very positive about the potential for financial returns in the regenerative food and agriculture space.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
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Thanks for listening and sharing! - Montre plus
