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...
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