Monetary Matters with Jack Farley and John Farris
11 September, 2026

Super El Niño and Farmland Investing
In this conversation on Monetary Matters with Jack Farley, John Farris discusses farmland as a real, tangible asset and why food security and water access are reshaping how it should be valued.
Farmland produces income, holds intrinsic value, and has been negatively correlated to both stocks and bonds, qualities that matter more as markets grow less predictable. As global food reserves shrink and demand keeps climbing, that intrinsic value is only becoming more relevant.
Water is the the price most investors overlook. John walks through why it's becoming one of the most important variables in farmland investing.
Listen or watch here:
Listen on Spotify: https://open.spotify.com/episode/7pB2l2syo2GP95C5DlHYcd?si=La3o1wv4QHuD4fEJ3nwlVA
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/why-farmland-with-centuries-of-water-is-the/id1769093906?i=1000789065717
Watch on YouTube: https://youtu.be/mGB5OOLTGN0?si=xE0EjmAQtK8KZDrg