CG: Sick Pigs in China -- Why You Should Care
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 7 May 2019
⏱️ 27 minutes
🧾️ Download transcript
Summary
Over the last nine months, African swine fever has ravaged the pig population in China, causing tens of thousands of animals to be culled from herds. Side effects from this disease will be lasting and wide reaching, affecting everything from global meat demand, the Chinese yuan, and even tariff talks between the U.S. and China. Motley Fool Contributor Dan Kline and Industry Focus Host Nick Sciple break down these issues and more, as well as discussing Charlie Munger’s recent statement that Amazon has more to fear from Costco than the other way around.
Stocks Mentioned: BYND, MCD, TSN, SAFM, PPC, JBSAY, ADM, BG, COST, AMZN
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| 0:00.0 | Thanks to Grammarly for supporting industry focus. |
| 0:02.0 | Grammarly is a communication tool that helps people improve their writing to be mistake-free, clear, and effective. |
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| 0:13.2 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock |
| 0:19.2 | market every day. |
| 0:20.2 | Today is Tuesday, May 7th, and we're talking consumer goods. |
| 0:23.4 | I'm your host Nick Saipel and today I'm joined by Molly Fool Contributor Dan Kline via Skype. |
| 0:27.2 | How you doing Dan? |
| 0:28.2 | Hey there, Nick, how are you? |
| 0:29.7 | I'm doing great. |
| 0:30.8 | I think this is the first episode I've done with you Dan where we've been remote. |
| 0:33.4 | It just doesn't feel right not to have you right next to me here in the studio. |
| 0:36.5 | But I guess we'll make it there. I'll be there in a couple weeks. |
| 0:40.8 | Yeah, well, we'll have Dan up here up here soon and we'll do |
| 0:45.4 | podcasts again. We'll always love having having Dan on and today we've got a |
| 0:49.3 | fun topic, you know, imitation meat has been really, really in the news recently Beyond Meat, I P. |
| 0:55.0 | The last week had the largest first day pop for an IPO this year up 163%. |
| 1:00.7 | So, you know, imitation Meat has been really, really hot in the streets today, but today we're going to talk about the real thing, Dan. We're coming in for the real thing. And it's a really interesting story. So over the past year, really beginning in October, really |
| 1:15.7 | started to ramp up. There has been a pandemic across the entire hog population in |
| 1:20.3 | China that's really showing ripple effects all across the world. |
| 1:24.0 | So just to give you some background on what's going on, |
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