Kevin Van Trump – Here’s What's Going on With Ag Commodities | #436

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 15 August 2022

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump Report, which shares proprietary research for investors and ag professionals. In today’s episode, Kevin walks us through his early career as a trader to now running the Van Trump Report. Then we touch on wild year for the ag commodities and hear Kevin’s thoughts on wheat, soybeans and corn. He touches on the impact of Chinese demand and the shifts he’s seen in the ag markets over his career. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber 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.
0:23.4	Did it industry regulations, he will not discuss any of Cambry's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.6	What is up my friends?
0:40.6	We got a spectacular show for you today.
0:42.9	Our guest is Kevin Van Trump, the founder of Farm Direction and the Van Trump report, which shares
0:48.0	proprietary research for farm investors and agricultural professionals. In today's episode, Kevin walks us through his early career as a trader to now running the hugely popular Van Trump report.
0:59.0	Then we touch on the wild year for the ag commodities and hear Kevin's thoughts on wheat, soybean, corn.
1:04.3	He touches on the impact of Chinese demand and the shifts he's seeing in the ag
1:08.1	markets over his career. American Farmland is disappearing at an alarming rate.
1:13.6	According to the USDA, the US has lost four acres of farmland per minute since 2000.
1:19.2	That's a landmass larger than the state of Florida,
1:21.7	lost a real estate development and soil
1:24.1	burnout. All the while the demand for food, especially healthy organic food,
1:28.2	continues to rise as much as 13% annually in recent years.
1:33.0	Farmland LP is one of the largest investment funds in the US focused on the organic market,
	...

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