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Motley Fool Money
The Global Cold Rush
Jun 30, 2024
Author Nicola Twilley discusses the impact of refrigeration on the economy, investment opportunities in refrigeration, and why Unilever gave up on ice cream. The conversation also covers a new technology changing how we eat fruits and vegetables.
32:01
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Quick takeaways
- Observing dietary changes in fridges predicts market trends for successful investments.
- Increased perishable food purchasing during economic stress leads to food wastage and fridge hoarding behaviors.
Deep dives
Investing in Emerging Markets Through Fridge Analysis
Investors like Tassos Stasopoulos delve into examining people's fridges to predict market trends. By observing the dietary changes of individuals moving up the socioeconomic ladder, valuable insights for investment can be gained. Through ethnographic immersions, looking at items like processed dairy in fridges, investors can anticipate consumer preferences and tailor their investments accordingly, leading to successful market strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode