Kevin Van Trump's guest appearances

Kevin Van Trump

The Meb Faber Show

Groundwork

Highly Volatile

Agronomy Moment

OwlTail

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 Feedback@TheMebFaberShow.com ----- 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! 

Today’s guest is <a href="https://twitter.com/KevinVanTrump" rel="nofollow" target="_blank">Kevin Van Trump</a>, 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 <a href="https://twitter.com/MebFaber" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/mebanefaber/" rel="noopener nofollow" target="_blank">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w?sub_confirmation=1" rel="nofollow" target="_blank"> YouTube</a> For detailed show notes, click <a href="https://mebfaber.com/2022/08/15/e436-kevin-van-trump/" rel="nofollow" target="_blank">here</a> To learn more about our funds and follow us, subscribe to our <a href="https://theideafarm.us1.list-manage.com/subscribe/post?u=6750faf5c6091bc898da154ff&amp;id=7249739cdb" rel="noopener nofollow" target="_blank">mailing list</a> or visit us at <a href="http://www.cambriainvestments.com/" rel="nofollow" target="_blank">cambriainvestments.com</a> ----- This episode is sponsored by <a href="https://www.acretrader.com/meb" rel="nofollow" target="_blank">AcreTrader</a>. 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 <a href="https://www.acretrader.com/meb" rel="nofollow" target="_blank">acretrader.com/meb</a>. ----- Interested in sponsoring the show? Email us at <a href="mailto:Feedback@TheMebFaberShow.com">Feedback@TheMebFaberShow.com</a> ----- Past guests include <a href="https://mebfaber.com/2017/02/08/10017/" rel="nofollow" target="_blank">Ed Thorp</a>, <a href="https://mebfaber.com/2021/08/04/e337-richard-thaler/" rel="nofollow" target="_blank">Richard Thaler</a>, <a href="https://mebfaber.com/2021/02/08/episode-286-jeremy-grantham-gmo-what-day-is-the-highest-level-of-optimism-its-the-day-the-market-hits-the-peak/" rel="nofollow" target="_blank">Jeremy Grantham</a>, <a href="https://mebfaber.com/2020/10/28/episode-260-joel-greenblatt-gotham-asset-management-nine-out-of-ten-families-in-the-top-fifth-of-the-income-chain-have-retirement-savings-nine-in-ten-in-the-bottom-fifth-have-none/" rel="nofollow" target="_blank">Joel Greenblatt</a>, <a href="https://mebfaber.com/2019/08/28/episode-172-cam-harvey-this-is-a-time-of-considerable-risk-of-a-drawdown/" rel="nofollow" target="_blank">Campbell Harvey</a>, <a href="https://mebfaber.com/2022/03/30/403-ivy-zelman/" rel="nofollow" target="_blank">Ivy Zelman</a>, <a href="https://mebfaber.com/2021/05/12/e310-kathryn-kaminski/" rel="nofollow" target="_blank">Kathryn Kaminski</a>, <a href="https://mebfaber.com/2017/08/30/episode-69-jason-calacanis-little-secret-way-dark-art-becoming-truly-wealthy-massive-wealth/" rel="nofollow" target="_blank">Jason Calacanis</a>, <a href="https://mebfaber.com/2022/01/31/e387-whitney-baker/" rel="nofollow" target="_blank">Whitney Baker,</a> <a href="https://mebfaber.com/2019/05/10/episode-155-aswath-damodaran-they-uber-and-the-ride-sharing-companies-collectively-have-disrupted-this-businessthats-the-good-news-the-bad-news-is-i-dont-thin/" rel="nofollow" target="_blank">Aswath Damodaran</a>, <a href="https://mebfaber.com/2018/10/03/episode-124-howard-marks-its-not-what-you-buy-its-what-you-pay-for-it-that-determines-whether-something-is-a-good-investment/" rel="nofollow" target="_blank">Howard Marks</a>, <a href="https://mebfaber.com/2018/10/10/episode-125-tom-barton-the-biggest-problem-investors-have-is-things-changeand-they-dont-change/" rel="nofollow" target="_blank">Tom Barton</a>, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out <a href="https://mebfaber.com/mebs-deals/" rel="nofollow" target="_blank">here</a>!

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

Kevin Van Trump has built a successful career translating the economics of agriculture as president and founder of Farm Direction and author of the Van Trump Report.   So, when USDA released its updated report on America’s Diverse Family Farms – a critical report on American farm production, but one that is easily open to misinterpretation and misuse by farm policy critics – we knew we had to get Kevin’s insights.

Kevin Van Trump has built a successful career translating the economics of agriculture as president and founder of Farm Direction and author of the <a href="https://www.vantrumpreport.com/" rel="nofollow" target="_blank">Van Trump Report</a>.   So, when <a href="https://www.farmpolicyfacts.org/who-is-the-american-farmer/" rel="nofollow" target="_blank">USDA released its updated report on America’s Diverse Family Farms</a> – a critical report on American farm production, but one that is easily open to misinterpretation and misuse by farm policy critics – we knew we had to get Kevin’s insights.