What Happens When Capital Tightens? | Live Q&A with Canada’s Largest Farmland Owner episode artwork

EPISODE · Feb 1, 2026 · 1H 34M

What Happens When Capital Tightens? | Live Q&A with Canada’s Largest Farmland Owner

from Growing the Future · host Dan Aberhart

This is Part 3 of a three-part live conversation with Robert Andjelic, Canada’s largest farmland owner and this is where the discussion got real. No slides. No prepared remarks. Just live questions from producers, lenders, and operators trying to understand what happens when capital tightens. In this session, Robert responds to questions about: – Cash flow vs land value – How banks actually behave when risk rises – Why liquidity disappears before prices fall – What breaks first when leverage is stretched – How operators protect the land when margins compress – And why “survival” is not failure, it’s strategy Several moments in this Q&A landed hard, including Robert’s blunt reminder: “Your balance sheet won’t save you if your cash flow breaks.” This conversation isn’t theory. It’s lived experience, shared in real time.00:00 Part 3 - Audience Q&A & Closing05:40 Banking Relationships and Financial Advice12:01 Global Agriculture and Market Dynamics33:30 Cryptocurrency and AI in Agriculture41:21 The Inevitability of War and Global Tensions41:46 China's Ambitions and Global Power Dynamics42:34 Climate Change and Carbon Credits44:51 Agricultural Financing and Real Estate51:42 Interest Rates and Economic Predictions56:35 Farmland Investment Strategies01:06:19 Global Trade and Agricultural Competitiveness01:23:48 Closing Remarks and Final Thoughts  Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.

A live audience Q&A with Robert Andjelic on what actually happens when capital tightens in agriculture — covering lender behavior, cash flow pressure, land values, and survivability as credit becomes more selective.

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What Happens When Capital Tightens? | Live Q&A with Canada’s Largest Farmland Owner

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This episode was published on February 1, 2026.

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This is Part 3 of a three-part live conversation with Robert Andjelic, Canada’s largest farmland owner and this is where the discussion got real. No slides. No prepared remarks. Just live questions from producers, lenders, and operators trying to...

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