Is There a Capital Squeeze in Ag?

Is There a Capital Squeeze in Agriculture?

In this special live episode, Dan Aberhart sits down with Robert Andjelic to explore a question many producers are quietly asking:

Is capital tightening around agriculture — and if so, why now?

This is not a prediction episode and not financial advice.
It’s a first-principles conversation about how credit systems work, what lenders are responding to, and why agriculture is being affected indirectly by pressures elsewhere in the economy.

In this episode, we cover:

Why banks are under pressure — and why agriculture is not the problem

How commercial real estate, shadow banking, and regulation affect farm credit

Where we are in the broader economic and capital cycle

Why capital availability matters more than interest rates

How agriculture differs from other asset classes during downturns

Why preparation and clarity matter more than prediction

Robert also shares perspective from decades of experience across commercial real estate, capital markets, and farmland investing — including why he believes agriculture remains one of the strongest long-term sectors, even as conditions tighten.

This episode is Part One of a two-part series

Part One: Understanding the capital environment and why this time is different

Part Two: What to do next — practical preparation, lender conversations, and positioning

If you operate a farm, ag business, or work closely with agricultural finance, this episode is designed to help you think more clearly about the environment ahead — without panic, and without noise.

Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.