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Animal Spirits Podcast

Talk Your Book: Live at FARMCON

Jan 22, 2024
The hosts discuss various topics including macro economy, inflation, commodity trading, and behavioral finance. They also explore the impact of declining commodity prices on the farming industry, reasons for optimism in advancements, rising cost of pet food, favorite trades and trading strategies, consumer spending and technology in farming, and bullishness on natural gas.
01:12:04

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Quick takeaways

  • The bullish outlook for farmland as an investment due to high demand from new buyers and the shift towards clean energy and utilities.
  • The unpredictability of markets and the importance of intellectual flexibility in investment decisions.

Deep dives

Farmland as a Safe Investment

The panel discusses the bullish outlook for farmland as an investment. Despite concerns about a potential bubble, the panelists believe that the demand for farmland outweighs the supply, driving prices higher. The presence of new buyers, including rich individuals and companies like Amazon, contributes to the increased demand. Furthermore, the shift towards clean energy and other utilities also drives investment in farmland. The panelists emphasize the resilience of the farmland market and the belief that farmland prices may continue to rise in the future.

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