Articulate Ventures

ATR: Trump gets China to buy the same soy they used to buy with @CBKimbrell

October 31, 2025 · The Vance Crowe Podcast

moneytrustinstitutions

About this episode

Ag Tribes Report episode with Texas Panhandle rancher/farmer Casey Kimbrell. Only three stories this week, but dense ones: Trump's China trade deal, which Kimbrell dismisses as merely restoring pre-trade-war soybean purchase levels rather than a genuine win; the return of mandatory Country of Origin Labeling (MCOOL) legislation, where Kimbrell strongly supports labeling truth-in-advertising and criticizes beef checkoff/lobbying groups for representing packers' interests over cattle producers'; and Bill Gates's public pivot away from climate alarmism toward prioritizing measurable human welfare (vaccines over marginal climate gains). The Bitcoin land price segment compares Bitcoin (~$107,300, down 11% from highs) against Colorado farm/ranch land (~$10-12k/acre). Kimbrell's Peter Thiel paradox is a bold claim that anyone can succeed in agriculture regardless of background, wealth, race, or gender — Vance starts skeptical but ends up rating it an 8/10 after Kimbrell's argument. His worthy adversary is President Trump, whom he says "stabbed cattle producers in the back" with the trade deal despite having voted for him.

“25 million metric tons of beans per year is what the commitment is for. And our 10 year average is over 30. And so we've got a commitment to China to buy almost as much beans as they've been buying already. I don't call that a win.”
“Cattle producers having to pay that advertising is no different than US steel workers getting money taken out of their check to pay for Chevrolet advertisements. It just doesn't compute with me.”
“It's a faith-based currency, just like the dollar is, but it has reason to have faith behind it and the dollar has less and less reason to have faith behind it because Congress can't seem to control their spending... I trust Bitcoin more than I trust the government.”

Key moments

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