A Next-Wave Investment Thesis

‘Market sentiment’ refers to the emotions that underly supply and demand changes. These can offer early signs of the trends that will eventually surface in capital markets.

First, the Macroeconomic Setup

Actions and outcomes are notoriously lagged in macroeconomics. For example, a year in to the higher interest rate environment, much attention is being paid currently to the flight of capital out of high-risk agtech startups. Farmland may be next, but likely to a lesser extent.

While both have generated much investor interest…