Behind the Markets Podcast Planting Seeds for the Future
Aug 1, 2025
In this discussion, Sam Rines, Jeff Weniger, and Chris Gannatti from WisdomTree share insights on current market dynamics and labor trends. They dive deep into farmland investments, emphasizing how they can diversify portfolios while supporting local communities. The trio also analyzes the troubling implications of inflation and the Federal Reserve's cautious stance on rate adjustments despite softening labor data. They further explore the impact of AI on productivity and global trade tensions, painting a picture of a complex economic landscape.
AI Snips
Chapters
Transcript
Episode notes
WisdomTree Acquires Farmland Manager
- WisdomTree is acquiring Ceres Partners, a leading farmland manager with $1.85 billion in assets.
- This move diversifies WisdomTree into private assets and alternative income streams beyond ETFs.
Keys to Farmland Investment Success
- Farmland investment returns depend heavily on water availability and crop type.
- Building strong partnerships with farmers is crucial for long-term farmland investment success.
Changing Landscape of Small and Large Caps
- Public markets now see IPOs with valuations often tens of billions, changing the concept of small-cap stocks.
- Private markets hold large-cap companies pre-IPO, altering traditional market size classifications.