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09 September 2022 Asset Allocation | Commodities | Economics & Growth | Monetary Policy & Inflation

Ep. 129: Artem Milinchuk on Alternative Assets, Farmland and Inflation Hedges

Bilal Hafeez

Artem has over 10 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Prior to founding FarmTogether, Artem was employee #1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for buying and selling produce. He previously worked at Ontario Teachers’ Pension Plan, Sprott Resource Holdings, E&Y and PwC. In this podcast we discuss:

Types of investable farmland
The size of the farmland market
Average returns over last 50 years
Types of income earned on farmland
How COVID-19 impacted farmland prices
Whether farmland provides an inflation hedge
Leverage levels in farmland
Structural drivers of price moves
How to invest
Books mentioned: Principles (Dalio)

You can find more about FarmTogether here. You can follow Artem on LinkedIn and Twitter.

Read the full transcript here. Or read our recent Deep Dive on equities as an inflation hedge.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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