Is There a Capital Squeeze in Ag? episode artwork

EPISODE · Jan 9, 2026 · 42 MIN

Is There a Capital Squeeze in Ag?

from Growing the Future · host Robert Andjelic, Dan Aberhart

Robert Andjelic spent two weeks meeting with 20 to 30 lenders in Toronto before he picked up the phone to call this briefing. What he found there is the spine of this conversation: banks are not turning against agriculture, they are absorbing pressure from a commercial real estate sector years into extend-and-pretend, and that pressure is starting to reach the farm gate. This is Part 1 of a three-part live event. Robert lays out his 12-point thesis on where the economy actually stands, why he believes this cycle could rival 1929, and what role banking oversight plays in what producers are starting to feel.   What's Inside What changed in Robert's 14 years of lobbying lenders on agriculture's behalf Why banks are not hostile to agriculture, they're under pressure from commercial real estate The 80-year long wave cycle and why Robert believes this downturn could be worse than 1929 What OSFI is and why it matters to every producer with an operating line Why Robert chose to say this publicly, despite knowing the criticism it would bring   Related Episodes How to Survive a Capital Squeeze in Agriculture Part II -- the action plan that follows this thesis What Happens When Capital Tightens? Live Q&A -- Part 3 of this event Too Big to Farm -- the follow-up conversation this briefing set in motion   Connect with Growing the Future Website: growingthefuture.ca YouTube: Growing the Future Instagram: @growingthefuturepodcast LinkedIn: Growing the Future Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

Episode metadata supplied by the publisher feed · Published Jan 9, 2026

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Is agriculture facing a capital squeeze? In this episode of Growing the Future, Dan Aberhart is joined by Robert Andjelic — Canada’s largest farmland owner — for a candid, systems-level conversation about credit tightening, banking pressure, and what’s actually changing in the financial environment around agriculture. Drawing on direct conversations with lenders and decades of experience across real estate, capital markets, and farmland, Robert outlines why capital availability, is not just interest rates is becoming the real constraint, and why agriculture remains structurally different from most other sectors.

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Is There a Capital Squeeze in Ag?

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