In this episode of Before the Tipping Point, Lourdes welcomes back Philipp Hämmerli, Managing Director and Chief Investment Officer at Bonafide Wealth Management, for an investor-operator perspective on the seafood and aquaculture value chain.
Together, they explore the “protein supercycle” and why affordability—not marketing—is increasingly shaping consumer choices. Philipp shares his view on value-added convenience, salmon demand, feed resilience during El Niño conditions, and the commercial prospects for novel ingredients such as algae oil.
The conversation also examines how policy, permitting, energy costs, and geography could determine which aquaculture regions thrive over the next several years. Finally, they discuss the role of AI in improving farm efficiency—especially through better feed conversion—while recognizing that food security, farmers, and collaboration remain central to a sustainable seafood future.
In this episode:
Why seafood can remain an accessible, high-protein food option
Consumer downtrading, value-added convenience, and salmon demand
El Niño, fish-oil availability, and resilient feed strategies
Algae oil, insect meal, and the scaling challenge for novel ingredients
Land-based aquaculture, regulation, and the outlook for Chile and North America
How AI can improve feed conversion and aquaculture efficiency
Why industry collaboration is essential to sustainable growth
Learn more about Bonafide Wealth Management at bonafide-ltd.com.
This episode is for informational purposes only and should not be considered investment advice
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