What podcasts say about John Farris

Every statement, with the speaker, the exact quote and the moment it was said.

What John Farris has said on podcasts

42 statements · 29 positive · 12 negative · 1 neutral

on Protein consumptionNegativeSep 11, 2026· Monetary Matters with Jack Farley
Populations rarely reduce protein consumption without major social disruption.
“once populations move up the protein scale, they rarely move back down without massive unrest, civil unrest, war”
Listen at 3:08
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Global food stocksNegativeSep 11, 2026· Monetary Matters with Jack Farley
Global food stocks cover roughly 70 days, down from 110 days a decade ago.
“currently that sits around 70 days. 10 years ago was 110 days.”
Listen at 4:36
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Super El NiñoNegativeSep 11, 2026· Monetary Matters with Jack Farley
Super El Niño could cause major food-supply-chain disruption.
“we could see some major disruption in supply chains”
Listen at 4:57
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Water-rich irrigated farmlandPositiveSep 11, 2026· Monetary Matters with Jack Farley
Water-rich irrigated farmland will become increasingly important to global food supply.
“irrigated farmland with water. Is it going to be a bigger and bigger part of that equation?”
Listen at 5:09
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on California rice productionNeutralSep 11, 2026· Monetary Matters with Jack Farley
California was the leading U.S. rice-growing state until the current decade.
“California, for the last five decades, has been the largest rice growing state up until this decade.”
Listen at 6:37
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on California rice productionNegativeSep 11, 2026· Monetary Matters with Jack Farley
California rice acreage has declined to roughly 200,000–300,000 acres this decade.
“Now they do closer, this decade, it's closer to 200,000 to 300,000 acres of rice. produced in California.”
Listen at 6:53
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Agricultural productionNegativeSep 11, 2026· Monetary Matters with Jack Farley
Agricultural production has plateaued or declined over the past five years.
“we've sort of hit that plateau in the last five years actually the amount of production has shrunk in the last five years”
Listen at 9:17
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Agricultural technologyPositiveSep 11, 2026· Monetary Matters with Jack Farley
Agricultural technology has improved yields and will continue helping production.
“technology has helped a lot and i think it will it will continue to help”
Listen at 10:20
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on U.S. indoor hydroponic farming companiesNegativeSep 11, 2026· Monetary Matters with Jack Farley
Many U.S. indoor hydroponic farming companies have gone bankrupt.
“Many of those companies are now bankrupt.”
Listen at 10:59
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Water-rich farmlandPositiveSep 11, 2026· Monetary Matters with Jack Farley
Land with reliable water will become increasingly important and valuable.
“land with water will become a more and more important and valuable resource.”
Listen at 11:34
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Irrigated Mid-South farmlandPositiveSep 11, 2026· Monetary Matters with Jack Farley
Irrigated Mid-South farmland can withstand weather events while maintaining crop output.
“if you have irrigated land like we do in the Mid-South, you can withstand weather events and still have a plentiful crop.”
Listen at 14:41
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Farmland irrigation infrastructurePositiveSep 11, 2026· Monetary Matters with Jack Farley
Irrigation investment can add $2,000–$3,000 per acre to farmland value.
“we may spend a thousand dollars an acre putting an irrigation system in. And that's worth to the land $2,000 to $3,000 an acre”
Listen at 15:35
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Western U.S. water rightsPositiveSep 11, 2026· Monetary Matters with Jack Farley
Western U.S. water rights outperformed the S&P 500 over the past 30 years.
“water rights, just the chart of those water rights, they've actually outperformed in the last 30 years the S&P 500”
Listen at 18:07
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Mid-South water rightsPositiveSep 11, 2026· Monetary Matters with Jack Farley
Data-center growth will increase demand and value for Mid-South water rights.
“We believe water rights will come our way to our area of the country because of the proliferation of data centers and other users that need to account for.”
Listen at 18:26
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Data CenterNegativeSep 11, 2026· Monetary Matters with Jack Farley
Power generation for data centers can use 100 times their direct water consumption.
“the power that it requires to power a data center often uses 100x amount of water that the actual data center uses”
Listen at 19:12
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Water-use regulationPositiveSep 11, 2026· Monetary Matters with Jack Farley
Water-use regulation will emerge within ten years and benefit efficient farmers.
“I think that that's coming in the next 10 years and really only going to benefit those farmers who know how to. uh use the water on their ground really efficiently”
Listen at 22:07
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Water-use conservation legislationPositiveSep 11, 2026· Monetary Matters with Jack Farley
Water-use offsets and conservation will eventually become legislated.
“I think soon as these things go, we'll be hopefully legislated so that we can protect our water source.”
Listen at 22:58
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Mississippi Alluvial AquiferPositiveSep 11, 2026· Monetary Matters with Jack Farley
The Mississippi Alluvial Aquifer combines the most abundant water source with high-quality farmland.
“the Mississippi alluvial aquifer where we are has the most abundant water source with high quality farmland there is.”
Listen at 24:36
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Alluvial-aquifer farmlandPositiveSep 11, 2026· Monetary Matters with Jack Farley
The firm’s target alluvial-aquifer farmland market is worth about $100 billion.
“there's $100 billion worth of high quality farmlands sitting on the alluvial aquifer in the area that we like to buy.”
Listen at 25:59
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Regenerative farmingPositiveSep 11, 2026· Monetary Matters with Jack Farley
Regenerative farming can raise net income 30%–40% after three years.
“after three years the soil is so rich that you cut down on inputs you have higher yields, and therefore your net income is oftentimes 30% to 40% more”
Listen at 32:04
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Regenerative farmingNegativeSep 11, 2026· Monetary Matters with Jack Farley
Regenerative farming reduces earnings during its first couple of years.
“For the first couple of years, you're going to lose money.”
Listen at 32:26
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Cover croppingNegativeSep 11, 2026· Monetary Matters with Jack Farley
Cover cropping costs roughly $50–$100 per acre initially.
“it cost somewhere between 50 and 100 an acre to do that”
Listen at 33:40
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Regenerative farmingPositiveSep 11, 2026· Monetary Matters with Jack Farley
Regenerative farming raises farmer incomes and supports higher farmland rents.
“it's resulted in higher incomes for our farmer and therefore they're willing to pay more to rent”
Listen at 34:51
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Food securityPositiveSep 11, 2026· Monetary Matters with Jack Farley
Food security is a critical policy objective justifying agricultural subsidies.
“food security like is a very critical thing”
Listen at 36:29
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Rice farmingNegativeSep 11, 2026· Monetary Matters with Jack Farley
Not every farm can economically or physically convert to rice production.
“not every farm can be a rice farm.”
Listen at 46:10
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Furrow-irrigated ricePositiveSep 11, 2026· Monetary Matters with Jack Farley
Furrow-irrigated rice reduces water use without reducing yields.
“we've had the benefit of teaching some of our farmers to furrow irrigate rice, which cuts down on water use”
Listen at 46:30
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on China soybean purchasesPositiveSep 11, 2026· Monetary Matters with Jack Farley
China has resumed soybean purchases.
“China's began purchasing again”
Listen at 49:37
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on RicePositiveSep 11, 2026· Monetary Matters with Jack Farley
Rice prices or exposure will remain favorable for the next couple of years.
“Long rice will be for the next couple of years.”
Listen at 52:36
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on RicePositiveSep 11, 2026· Monetary Matters with Jack Farley
Shrinking arable land would support a long rice position for decades.
“If you see continued shrinking of arable until it lands, probably long rice for several decades.”
Listen at 52:40
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland
on Solar development on farmlandPositiveSep 11, 2026· Monetary Matters with Jack Farley
Solar developers may pay roughly $25,000 per acre for suitable farmland.
“they're willing to pay us roughly $25,000 an acre, which is three times.”
Listen at 54:49
Open the episode · Why Farmland With Centuries of Water Is the Ultimate Scarce Asset | John Farris of LandFund Partners on Super El Niño, Food Security, and the Sources of Alpha in Farmland

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.