Uncovering a Once-in-a-Lifetime Shift in Farmland Investing

Stansberry Investor Hour

Stansberry Research

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4.4 • 677 Ratings

🗓️ 14 August 2023

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey welcome Artem Milinchuk to the show. He's the founder and Head of Strategy for FarmTogether. First, Dan and Corey kick off the podcast by discussing the last CPI and PPI reports. While the CPI reading came in at 3.2% inflation, certain components within the CPI are much higher. Inflation is still here, and now it's just a matter of what direction it goes and what the Federal Reserve does next. (00:00)

Next, Artem joins the conversation to share the benefits of farmland investments. Farmland boasts comparatively lower volatility than stocks, real estate, gold, and other asset classes. Artem highlights that the charm of farmland lies not only in its resilience during inflationary and recessionary periods but also in its capacity to diversify portfolios. (16:15)

The discussion shifts to the impact of elevated prices and interest rates on farmland investments. Artem provides insights into the broader farmland market, revealing that a significant majority (98%) of farmland is currently family-owned. He anticipates substantial changes in ownership over the next two decades, with the U.S. Department of Agriculture projecting a transformation of up to two-thirds of farmland. (24:00)

Artem shares his extensive experience investing in farmland on behalf of others since 1992, achieving impressive returns of approximately 10.5%. He concludes by drawing a noteworthy comparison between farmland investing and U.S. Treasuries, highlighting farmland's potential as a robust hedge against inflation. (44:57)

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Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme Value and the Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the Stansberry Daily Digest. Today, Dan interviews Artum Millenchuk, founder and head of strategy at Farm Together. And of course, Corey and I have to talk about the CPI report and maybe even
0:23.5	PPI. And remember, if you want to ask us a question or tell us what's on your mind, email us at
0:28.1	feedback at investor hour.com. That and more right now on the Stansbury Investor Hour.
0:41.6	In hour. Inflation is real, man.
0:43.6	I don't care what they say.
0:45.0	I don't care what the headlines say.
0:46.4	I don't care what anybody says.
0:48.2	A guy tweeted I saw on, well, it's called X now, but most of us still call it Twitter.
0:56.5	And he said, we're only paying 3.2% more for everything. Yeah, it's not exactly it. You go by the CPI number, right? Yeah. Every
1:05.8	time I mention the CPI or PPI we could get to as well, these numbers in the digest.
1:14.3	I find myself needing to put a qualifier in saying this is not exactly what inflation
1:20.0	probably is for every single person in America.
1:24.9	It's just it's the numbers that the market and a lot of people in the market latch on to.
1:31.0	It's not doesn't mean eggs down the street are only up 3% from last year.
1:35.2	It means this number is 3% higher than last year.
1:39.1	That's all it is.
1:40.1	But yes.
1:40.7	Right.
1:41.0	And while we're on the subject of eggs, food, that came in last 12 months, 4.9%.
1:48.9	That's not fun.
1:51.1	And, you know, all items less food and energy, 4.7, right?
1:55.8	That's structural, man.
	...

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