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Motley Fool Money

The Global Cold Rush

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 30 June 2024

⏱️ 32 minutes

🧾️ Download transcript

Summary

Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about: - The cold chain and our economy. - Finding investment opportunities inside of refrigerators. - And one reason why Unilever gave up on ice cream. - A new technology changing how we eat fruits and vegetables. Companies mentioned: COLD, WMT, UL, YUMC Host: Ricky Mulvey Guest: Nicola Twilley Producer: Mary Long Engineers: Desiree Jones, Chace Pryzlepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

So he's trying to figure out what these very poor people are going to do as they ascend to middle-class

0:07.2

status. What are they going to buy so that he can invest in those companies and make money?

0:12.4

And the problem is we know that as people get

0:15.9

richer they change what they eat. But when you ask them what they're going to

0:20.8

eat, they're like oh no no I, I would still eat the same things.

0:25.0

I wouldn't change anything. I'm Ricky Mulvey and that's Nikola Twilly, the author of Frostbite, how refrigeration changed our food, our planet, and ourselves.

0:46.8

She's also the co-host of Gastropy. We played a part of my conversation with Twilly on Friday's show.

0:52.6

It's about how the technology of refrigeration

0:55.2

followed the Gartner hype cycle,

0:57.5

because its history has some lessons for investors today.

1:00.9

If you haven't listened that first part,

1:02.3

I recommend you listen when you can, but if you haven't, today's show will make sense in and of itself.

1:08.0

I chat with Twilly about her experience inside the cold chain, what it's like working in refrigerated warehouses.

1:13.7

We also talk about why ice cream is especially tricky to handle and how an emerging

1:18.8

market's investor made money by checking the fridge. You'd have been following the

1:29.0

you'd have been following the artificial cryosphere for a while now and it's something that we come in

1:36.4

contact with in a very small form maybe our refrigerators at home or the frozen food

1:41.7

section in a Walmart, but you've called it the third poll.

1:47.2

Can you give us a scope of the artificial cryosphere?

1:53.0

Yeah, I ended up calling it the artificial cryosphere to distinguish it from Earth's natural

1:59.2

cryosphere, so that's the ice caps at the Antarctic and the Arctic and the glaciers that are increasingly

2:06.8

shrinking. And the irony of course is that as the natural cryosphere is shrinking,

...

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