How Farmland Went from Niche to Essential in Long-Term Portfolios | Top Traders Unplugged | Ep.150 скачать в хорошем качестве

How Farmland Went from Niche to Essential in Long-Term Portfolios | Top Traders Unplugged | Ep.150

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. #toptraders #investing #trendfollowing Episode Summary 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 Full episode can be found here: https://toptradsersunplugged.com/ttu150 Subscribe to our podcast: iTunes: https://itunes.apple.com/us/podcast/t... Spotify: https://open.spotify.com/show/2OnOvLb... Follow us on social media: TWITTER:   / toptraderslive   (@TopTradersLive) FACEBOOK:   / toptradersunplugged   INSTAGRAM:   / toptradersunplugged   SOUNDCLOUD:   / toptradersunplugged-com   Follow Artem on X: https://x.com/artem_milinchuk