Brandon Zick, Ceres Partners - The Market Is $3 Trillion And Institutional Investors Own About 3% Of That | #319

The Meb Faber Show - Better Investing

The Idea Farm

Investing, Management, Business

4.8 • 978 Ratings

🗓️ 9 June 2021

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In episode 319, we welcome our guest, Brandon Zick, Chief Investment Officer of Ceres Partners, a specialist investment manager focused exclusively on food and agriculture. In today’s episode, we’re talking all about farmland. Brandon begins with an update on the asset class, including the impact of both rising commodity prices and COVID. We spend some time on his firms’ investment process and how they evaluate potential deals. Then we walk through lots of factors affecting the space – lack of water, solar and other non-farm value options, and the tax uncertainty with a new administration. As we wind down, we talk about Brandon’s private investing in ag-related businesses and what he’s seeing in that area. Please enjoy this episode with Ceres Partner’s Brandon Zick. ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Use Promo Code “MEB” to skip their 10,000 person wait list. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.0	For more information, visit cambria Investments.com.
0:39.0	What's up my friends? We have another awesome show for you today.
0:42.0	Our returning guest is the chief investment. My friends, we have another awesome show for you today.
0:42.8	Our returning guest is the chief investment officer of Cirrus Partners, a specialist investment
0:47.9	manager focused exclusively on food and agriculture.
0:51.6	And today's show, we're heading back down to the farm. Our guest begins with it. and and COVID. We spend some time on his firm's investment process, how they evaluate
1:04.7	potential farms and deals. We walk through lots of factors affecting the space,
1:08.8	lack of water, solar yields, and the tax uncertainty that comes with a new administration.
1:15.0	As we start to wind down, we talk about our guest private investing and ag-related startups and businesses
1:20.4	and what he's seeing in that area.
1:22.0	This episode is brought to you by 10 East.
1:25.0	Long time listeners know I've invested in private markets quite a bit myself,
1:29.0	but with access to these markets broadening,
1:31.0	it can be hard to know where to find vetted high quality offerings.
	...

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