Kevin Van Trump, agricultural investor and newsletter author, discusses the future of cell-cultivated and alternative proteins.
Insight
Van Trump: High-volume enterprise clients permanently destroy high-margin business models
“What you have to understand in all businesses, you're always going to be pulled to the right. So you're always going to be pulled to the high user and low gross. They're going to try to get you over there. If people like what you have, they like what you're do…”
Assertion Supported
Van Trump: China has booked zero US new-crop soybean cargoes
“Brazil's got a little bit of, they're down from a little bit, but China, like, so China right now hasn't been a buyer of U.S. New crop beans, haven't booked any cargos, which is unusual.”
Insight
Van Trump: Midwest farmland is being rapidly bought for data centers
“We're seeing a big push through the Midwest on companies wanting to build these massive data centers really through the glut of the Midwest. And we think it's kind of like Cushing's Oklahoma, where we store our oil. Now we think data is going to be kind of the…”
Prediction Not checkable as stated
Van Trump: Rural drivers will eventually adopt electric vehicles
“I think eventually, yes, I think they'll see it have better torque, you know, better low end get up and go out of the hole. And I think you'll see a lot more transition.”
Insight
Van Trump: Older investors turn bearish because they fail to understand new trends
“You know, we just believe in, in trading and investing. It's all about perspective and, you know, you can get blindsided a million different ways. And so I like to be around the younger people to help broaden my perspective because, you know, we always say in …”
Assertion Not checkable as stated
Van Trump: The Van Trump Report has 30,000 to 40,000 paid subscribers
“We've got several. Congressmen, senators, a lot of big trading groups, hedge fund people, and yeah, about 35, we're probably in the 30 to 40,000 range on, on paid subscribers.”