Articulate Ventures

Ag Tribes Report: Food Dyes Banned, China barring the door to soy with @jakefromfargo

April 25, 2025 ยท The Vance Crowe Podcast

moneyinstitutions

About this episode

A fast-paced Ag Tribes Report episode with returning guest Jake Joraanstad, co-founder and CEO of Bushel, an ag-tech platform digitizing grain-supply-chain logistics in Fargo, North Dakota. The two run through four headlines in rapid succession: the USDA's internal ban on terms like "climate smart" and "greenhouse gas emissions" (both hosts largely shrug this off as harmless internal wordsmithing while agreeing that "he who controls the definition controls the argument"); China barring the three largest US soybean exporters amid the ongoing tariff war, which Jake frames as a high-stakes leverage play by the current administration that will force a reckoning on both trade deals and domestic crop mix; a proposed RFK Jr.-backed ban on artificial food dyes, where Jake draws a comparison to Europe's dye bans and voices cautious support while Vance worries about government picking winners/losers without hard evidence, drawing a parallel to glyphosate bans; and a deregulation push (small-meat-processing grants, easing logging on federal lands) that both hosts enthusiastically endorse as leveling the playing field against large incumbents. The show's recurring Bitcoin land price segment shows Bitcoin up 9% week-over-week to $93,446, with Jake describing himself as a committed Bitcoin buyer who is skeptical of "blockchain without Bitcoin" hype in grain contracts. Jake's Peter Thiel paradox pick โ€” that internal-combustion light-duty vehicles have permanently peaked in favor of electric motors โ€” leads to some good-natured debate about electric lawnmowers and diesel-electric hybrid tractors. His worthy adversary is investment manager Ross Gerber, criticized for dropping his Tesla investment over Elon Musk's politics. The episode closes on Bushel's payments-digitization push (replacing paper farm checks) and a Mother's Day segment where Jake recalls his mother's simple trust-based curfew rule after his father died when Jake was 12.

“I think you can kind of tell the, the slant of the, of the writer of the article... USDA bans language. Under Trump administration, the US Department of Agriculture under the Trump administration had a leaked memo that has revealed there are bans on terms like climate safe drinking water and greenhouse gas emissions with the agency.”
“I often say that he who controls the definition controls the argument. And so you're oftentimes, like you look at even when just injecting terms we're gonna do, climate smart agriculture automatically presupposes the, the conclusion or at least tilts you in one direction.”
“So the Ag Tribes report... Bitcoin's price last week was $85,104 and today we are sitting at a cool $93,446, which is 9% up from last week... one Bitcoin would buy you 18.6 acres in Cass County, North Dakota.”

Key moments

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