Kevin Van Trump discusses generational farm succession and farmland ownership demographics with Sean Puri and Sam Parr.
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 Open · timeframe Jul 2029
Van Trump: Alternative meat will continue to gain market share
“I think there will be a segment of the space that continues to grow. And I think you're going to see it continue to gain market share.”
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 …”