
Sign up to save your podcasts
Or
What happens when an overlooked asset becomes essential? Artem Milinchuk returns to share how farmland, long seen as niche... is quietly stepping into the center of long-term portfolios. He and Niels discuss what’s changed since 2020: rising inflation, tighter capital, a demographic handoff reshaping land ownership, and how tech is altering both the economics and culture of agriculture. This isn’t about chasing yield. It’s about owning what endures. From almonds to avocados, tariffs to treasuries, and legacy to liquidity, this episode offers a clear-eyed look at an asset class rooted in necessity, and poised for relevance.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Artem on X.
Check out these resources about farmland investing
Episode Timestamps:
02:24 - A recap on our previous conversation
06:22 - What has changed about their strategy since our last conversation (in 2020)?
10:28 - How does farmland investing actually generate income?
12:32 - How does farmland investing work and operate?
15:28 - Geopolitical volatility - How FarmTogether deals with tariffs
19:00 - How different types of crops carries different types of risk
23:22 - A deep dive into the volatility behind farmland investing
27:40 - What is a fair level of volatility to expect from farmland investing?
30:49 - The tech side of agriculture - where are we heading?
33:58 - Major changes in agriculture on the horizon
40:22 - How much money has been allocated to farmland investing today?
41:58 - Are institutions sleeping on farmland investing?
43:40 - Liquidity and fees - what can you expect from farmland investing?
46:00 - Sustainability and profitability - 2 sides of the same coin
49:08 - How FarmTogether deals with drought and limited water supplies
52:26 - How political pressure impacts agriculture
56:12 - Are we entering an agricultural supercycle?
58:56 - How the billionaires are approaching farmland
01:00:26 - The most important question(s) to ask in farmland investing
01:03:59 - The biggest challenge for family offices today
Copyright © 2024 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
4.8
561561 ratings
What happens when an overlooked asset becomes essential? Artem Milinchuk returns to share how farmland, long seen as niche... is quietly stepping into the center of long-term portfolios. He and Niels discuss what’s changed since 2020: rising inflation, tighter capital, a demographic handoff reshaping land ownership, and how tech is altering both the economics and culture of agriculture. This isn’t about chasing yield. It’s about owning what endures. From almonds to avocados, tariffs to treasuries, and legacy to liquidity, this episode offers a clear-eyed look at an asset class rooted in necessity, and poised for relevance.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to [email protected]
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Artem on X.
Check out these resources about farmland investing
Episode Timestamps:
02:24 - A recap on our previous conversation
06:22 - What has changed about their strategy since our last conversation (in 2020)?
10:28 - How does farmland investing actually generate income?
12:32 - How does farmland investing work and operate?
15:28 - Geopolitical volatility - How FarmTogether deals with tariffs
19:00 - How different types of crops carries different types of risk
23:22 - A deep dive into the volatility behind farmland investing
27:40 - What is a fair level of volatility to expect from farmland investing?
30:49 - The tech side of agriculture - where are we heading?
33:58 - Major changes in agriculture on the horizon
40:22 - How much money has been allocated to farmland investing today?
41:58 - Are institutions sleeping on farmland investing?
43:40 - Liquidity and fees - what can you expect from farmland investing?
46:00 - Sustainability and profitability - 2 sides of the same coin
49:08 - How FarmTogether deals with drought and limited water supplies
52:26 - How political pressure impacts agriculture
56:12 - Are we entering an agricultural supercycle?
58:56 - How the billionaires are approaching farmland
01:00:26 - The most important question(s) to ask in farmland investing
01:03:59 - The biggest challenge for family offices today
Copyright © 2024 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:
1. eBooks that cover key topics that you need to know about
In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here
2. Daily Trend Barometer and Market Score
One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here
3. Other Resources that can help you
And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here
Privacy Policy
Disclaimer
1,987 Listeners
1,795 Listeners
3,064 Listeners
926 Listeners
416 Listeners
360 Listeners
65 Listeners
98 Listeners
1,338 Listeners
111 Listeners
274 Listeners
211 Listeners
23 Listeners
383 Listeners
90 Listeners