In this episode of the Odd Lots podcast, hosts Joe Weisenthal and Tracy Alloway interview Burton Flynn and Ivan Nechunaev from Terra Nova Capital about the hazelnut market. The conversation begins with a discussion about the Dubai chocolate trend and its impact on pistachio prices, then shifts to a deep dive into the hazelnut industry, particularly in Turkey, which dominates global production. The guests explain the fragmented nature of Turkish hazelnut farming, the lack of price transparency, and the recent weather events that have significantly impacted the hazelnut crop. They also discuss Chile's emerging role in hazelnut production and the potential investment opportunities in hazelnut processing, highlighting the importance of understanding supply and demand dynamics in niche commodity markets.
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