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Artwork for Liquid Assets: A Beverage Industry Podcast

Liquid Assets: A Beverage Industry Podcast

Rabobank
Spirits
Inflation
Orange Juice
Citrus Greening
Bourbon
Soft Drinks
Consumer Behavior
Brazil
Florida
Rabobank
Beer Distribution
Deutsch Family Wine and Spirits
Labor Market
Heaven Hill
Interest Rates
Wine
Frozen Concentrate Orange Juice
Josh Cellars
Wine Industry
Tequila

Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world. Please read our disclaimer here: research.rabobank.com/far/en/footer/disclaimer.html

PublishesTwice monthlyEpisodes131Founded8 years ago
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Artwork for Liquid Assets: A Beverage Industry Podcast

Latest Episodes

The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks industry coverage with a very special episode, discussing the biggest story from each... more

Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, and Becle). Alongside individual company re... more

Craft spirits companies have seen an abrupt shift in fortune. Loaded with debt, rising cost of goods sold, and declining demand, many are struggling to survive. With help from our expert panel, we explore the greatest challenges craft distillers are ... more

The odds are stacked against them. They have less money, less influence with distributors, and fewer R&D resources to alchemize the perfect drink, yet smaller RTD brands are going toe-to-toe and often winning the race to capture the fastest-growing s... more

Key Facts

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Recent Guests

Richard Withagen
Longtime equity analyst covering beverages at Kepler Chevreux
Kepler Chevreux
Episode: Public spirits companies hope the worst is over
Maria Pearman
Partner at GHJ and fractional CFO for various distillers and CPG companies
GHJ
Episode: The five things that will make or break the craft spirits industry
Margie Lehrman
CEO of the American Craft Spirits Association
American Craft Spirits Association
Episode: The five things that will make or break the craft spirits industry
Becky Harris
President and head distiller at Catoctin Creek Distilling Company
Catoctin Creek Distilling Company
Episode: The five things that will make or break the craft spirits industry
Evan Burns
Co-founder and CEO of The Finnish Long Drink
Finnish Long Drink
Episode: Outgunned and outspent: How independent RTD brands are gaining a foothold in the US
Clement Pappas
Co-founder and CEO of Stateside Brands, known for Surfside RTD
Stateside Brands
Episode: Outgunned and outspent: How independent RTD brands are gaining a foothold in the US
David Chaplin
Chief Growth Officer at Southern Glazer Wine & Spirits
Southern Glazer Wine & Spirits
Episode: Southern Glazer's on competition from beer distributors, national contracts, and pricing strategy
Mark Chaplin
President of Commercial Sales at Southern Glazer Wine & Spirits
Southern Glazer Wine & Spirits
Episode: Southern Glazer's on competition from beer distributors, national contracts, and pricing strategy
John Wittig
Chief Commercial Officer at Southern Glazer Wine & Spirits
Southern Glazer Wine & Spirits
Episode: Southern Glazer's on competition from beer distributors, national contracts, and pricing strategy

Hosts

Stephen Ranocleave
Global strategist for beverages at Rabobank.
Burkhard Nessen
Senior analyst covering beverages and host of Liquid Assets.

Reviews

5.0 out of 5 stars from 171 ratings
  • Truly Enlightening

    “The capacity to learn is a gift, the ability to learn is a skill, the willingness to learn is a choice." - Albert Einstein

    Liquid Assets is a wonderful teacher and informant on the “TODAY” of Adult Beverage. The hosts are great and the episodes fly by. Truly enlightening.

    Apple Podcasts
    5
    Est.1969
    United States7 months ago
  • Mandatory listening for Bev alc business professionals

    If you are serious about understanding the inside running on the biggest business drivers in Bev alcohol, this must be on your listening roster. Always insightful and balanced.

    Apple Podcasts
    5
    R. Hopkins
    United States9 months ago
  • A Must for Alc Bev Professional

    I honestly haven’t heard of any C-suite Alc Bev Executive who’s NOT aware of this awesome and insightful podcast. Great variety of topics, thought-provoking, smart and sharp. If you’re in the industry (or want to get into Alc Bev) - follow and listen immediately.

    Apple Podcasts
    5
    Nikolai Zeinikov
    United States3 years ago
  • Loved the podcast with Danny Wirtz

    Super relatable podcast with Danny Wirtz really loved hearing about industry trends, and what’s on the horizon for Breakthru Beverage

    Apple Podcasts
    5
    Smiley5137
    United States3 years ago
  • Top notch insights

    All in on the Liquid Assets podcast: always on top of key industry trends and presented in a professional yet fun manner. Keep up the great work!

    Apple Podcasts
    5
    RobbKrist
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Engaging guests and expert commentary contribute to a well-rounded listening experience.
Fans praise the hosts for their wit and ability to make complex topics relatable.
The podcast provides insightful analysis tailored for beverage industry professionals.
Listeners appreciate the depth of content and entertaining delivery style.
Many reviewers highlight the podcast as a crucial resource for staying updated on industry trends.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How are importers managing tariffs and declining demand?
Q: How is the impact of tariffs reflected in pricing strategies within the industry?
The impacted tariffs are often absorbed across the supply chain, with reluctance to pass all the costs onto consumers immediately.
How are importers managing tariffs and declining demand?
Q: How are actors abroad dealing with some of these current dynamics of tariffs and the change in exchange rates?
They are increasingly considering predictive pricing and potentially hedging strategies to manage costs.
Everything you need to know about hemp
Q: What would be your advice to people in the hemp drive THC business?
Become more transparent about regulatory risks and ensure responsible marketing practices.
Everything you need to know about hemp
Q: What would be your advice to outsiders that might want to get involved in the hemp business?
Consider how much you're willing to invest in time and money relative to the unknown risks of the industry.
Recession risk, Trump's objectives, and the beginning of a new world order
Q: What do you see as the probability of a recession in the US and Europe?
Our colleague Philip Mare has revised down his forecasts for US growth for next year, and recession is now a probable scenario.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

This podcast offers in-depth analysis and insights into the beverage industry, focusing on trends, challenges, and opportunities across various segments including spirits, beer, wine, and ready-to-drink (RTD) products. Episodes feature discussions with industry experts who address topics such as market performance, economic influences, regulatory changes, and consumer behavior shifts. Unique perspectives from guests, ranging from craft distillers to analysts and board members, enrich the conversations, making complex industry information accessible and engaging for listeners.

Listeners can expect a blend of informative content and light-hearted banter, as the hosts reflect on current events within the beverage sector while incorporating di... more

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1. VinePair Podcast
2. Planet Money
3. Freakonomics Radio
4. GZERO World with Ian Bremmer
5. The Mike Francesa Podcast

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this podcast launched 8 years ago and published 131 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Richard Withagen
2. Maria Pearman
3. Margie Lehrman
4. Becky Harris
5. Evan Burns
6. Clement Pappas
7. David Chaplin
8. Mark Chaplin

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