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The Meb Faber Show

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
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Nov 6, 2019

In episode 186 we welcome our guest, Carter Malloy. Meb kicks off the conversation with Carter’s background in finance and growing up in a farming family. When conducting research on the asset class. He saw attractive returns historically, but there wasn’t a great way for most people to invest in it. That insight spurred the idea for AcreTrader.

As Meb and Carter dig a little deeper into farmland, they discuss the return drivers, yield and asset appreciation, and the imbalance of demand vs. supply as a driver of returns.

Meb then asks Carter to get into the cycles of farmland investing. Carter covers leverage and cycles. The pair explore the Macro themes that have been in play over the last few years. Carter comments that it has been tough for farmers, and commodity prices have been low. He clarifies that if you separate the farmer from the land owner, the land owner has continued to do great.

The pair then get into the ideas behind Carter’s firm, AcreTrader. Carter walks through the inefficient nature of farmland investing, the platform, and the process AcreTrader goes through to bring investment opportunities to market as well as the ultimate vision for the platform.

Next, Meb and Carter also get into some examples of additional opportunities for farmland property including potential income opportunities like wind farms, solar farms, and mining that may be available to some properties.

As the conversation winds down, Carter lays out his thoughts on how farmland fits with investment portfolios and highlights the role it can play from a wealth preservation standpoint as a noncorrelated asset class in addition to providing protection from inflation.

All this and more in episode 186.

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