TTU150: Scarcity, Security, and the Shift to Soil ft. Artem Milinchuk

What happens when an overlooked asset becomes essential? Artem Milinchuk returns to share how farmland, long seen as niche... is quietly stepping into the center of long-term portfolios. He and Niels discuss what’s changed since 2020: rising inflation, tighter capital, a demographic handoff reshaping land ownership, and how tech is altering both the economics and culture of agriculture. This isn’t about chasing yield. It’s about owning what endures. From almonds to avocados, tariffs to treasuries, and legacy to liquidity, this episode offers a clear-eyed look at an asset class rooted in necessity, and poised for relevance.

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Episode Timestamps:

02:24 - A recap on our previous conversation

06:22 - What has changed about their strategy since our last conversation (in 2020)?

10:28 - How does farmland investing actually generate income?

12:32 - How does farmland investing work and operate?

15:28 - Geopolitical volatility - How FarmTogether deals with tariffs

19:00 - How different types of crops carries different types of risk

23:22 - A deep dive into the volatility behind farmland investing

27:40 - What is a fair level of volatility to expect from farmland investing?

30:49 - The tech side of agriculture - where are we heading?

33:58 - Major changes in agriculture on the horizon

40:22 - How much money has been allocated to farmland investing today?

41:58 - Are institutions sleeping on farmland investing?

43:40 - Liquidity and fees - what can you expect from farmland investing?

46:00 - Sustainability and profitability - 2 sides of the same coin

49:08 - How FarmTogether deals with drought and limited water supplies

52:26 - How political pressure impacts agriculture

56:12 - Are we entering an agricultural supercycle?

58:56 - How the billionaires are approaching farmland

01:00:26 - The most important question(s) to ask in farmland investing

01:03:59 - The biggest challenge for family offices today

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