Julie Nash, PhD, Ceres and Gabriel Thoumi, CFA, FRM Engage the Chain

Valuewalk's ValueTalks - A podcast by ValueWalk

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Hello Listeners, Today is a very special episode. I have Julie Nash Phd and Gabriel Thoumi. Both go over the Engage the Chain Case Studies. This is an excellent episode on the key points and key takeaways from these case studies. 2:29 – How did you get started in this industry and what captured your interest? 8:08 – Why did you choose this profession and what do you enjoy most about it? 11:38 – How do you define supply chain agricultural risk? 15:15 – You wrote 4 case studies, can you quickly go over all 4 of them? What were your findings? And which case studies have resonated most with investors? 26:46 – What can investors learn from these case studies? How can they incorporate in their models and investment process? 33:45 – What are the key takeaways from these case studies? 42:49 – Who are your mentors? 46:40 – What are your hobbies and what do you do outside of work? 48:57 – Closing thoughts Enjoy and thanks for the listen!