Wake Up to Money Ukraine Summit - what's next?
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Aug 19, 2025 Simon Spirrell, Director of Hartington Creamery and entrepreneur, shares insights on how the drought in Derbyshire is reshaping the dairy farming landscape. Jane Foley, Head of FX Strategy at Rabobank, discusses the economic implications of the ongoing Ukraine conflict, particularly on global energy and agriculture markets. They also explore the impact of AI on the gaming industry and how Soho House is navigating growth amid evolving market demands and exclusivity challenges. Tune in for a blend of economics, agriculture, and entertainment!
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Markets Take Talks With Cautious Optimism
- Markets are reacting calmly to talks about Ukraine because progress would likely need multiple meetings and many uncertainties remain.
- Energy, European security and rearmament needs keep risk premia elevated despite diplomatic hopes.
Glass Shortage Hit Distillery Supply Chains
- Simon Spirrell recalled Ukraine used to be the largest producer of glass bottles, and the war forced his distillery to source bottles from Italy.
- That supply shock raised costs and forced lasting changes to his business supply chain.
Growth Diluted Soho House's Original Aura
- Soho House grew from a London creative hub into a global brand but scaling diluted some of the original experience.
- Listing pressures and chasing growth likely worsened that dilution, prompting the move to go private.