Community
Finance
Specials
On-chain Eco
Entry
Podcasts
Data
My guest this week is Ben Gordon, the CEO of Fractal. At Fractal, Ben runs a unique strategy, providing farmers with equity capital and investors exposure to a differentiated and uncorrelated asset class. Ben starts by making the case for investing in farmland and explaining why institutional ownership remains low in the category. We then dive into Fractal’s business model, what a typical deal looks like and where they fit in the agricultural capital stack. If you’re interested in this topic, I also recommend listening to our earlier episode called “Harvesting Alpha through Farmland.” Please enjoy this episode with Ben Gordon.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:53) The Appeal of Farmland Investments
(00:04:23) Challenges and Opportunities in Farmland
(00:10:22) Fractal's Unique Business Model
(00:15:58) Investor Insights and Tax Benefits
(00:21:48) The Impact of Technology on Agriculture
(00:23:50) Farmland and ESG Investing
(00:26:23) Fractal's Vision and Strategy
(00:28:11) Scaling and Risk Management in Farmland Investments
(00:33:17) Historical Performance and Market Dynamics
(00:43:27) The Future of The Market for Farmland
Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest this week is Bob Elliot, the CIO of Unlimited Funds. Before Unlimited, Bob was on the investment committee at Bridgewater and led Ray Dalio’s personal research team for a decade. I’m a big fan of Bob’s work and his twitter account and was excited to talk to him on all things Macro. We start by diving into the current market cycle and the US deficit, inflation and bond yields. Bob then explains the Fed’s reaction function and why he believes they are working with the wrong framework. We end by talking about gold, bitcoin, housing, commercial real estate and private equity. Please enjoy this conversation with Bob Elliot.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:50) Understanding the Goldilocks Economy
(00:02:55) Comparing Economic Cycles
(00:04:02) Income-Driven Expansion Explained
(00:08:14) Wage Inflation Dynamics
(00:09:43) Impact of Asset Prices on Inflation
(00:16:18) Government Deficits and Economic Growth
(00:21:24) Federal Reserve's Role and Challenges
(00:26:58) The Role of Forward Guidance in Federal Reserve Policy
(00:27:44) Volatility and Misleading Predictions
(00:28:45) Market Reactions and Fed's Influence
(00:30:26) Understanding the Fed's Reaction Function
(00:31:53) Stock Market Dynamics and Earnings Growth
(00:33:17) The Case for Gold in a Portfolio
(00:38:46) Bitcoin vs. Gold: A Comparative Analysis
(00:41:34) Monetary Policy and Asset Correlations
(00:43:07) Housing Market Trends and Challenges
(00:45:12) Commercial Real Estate and Private Equity Concerns
(00:50:12) Market Consensus and Hedge Fund Strategies
Learn more about your ad choices. Visit megaphone.fm/adchoices
