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The Jacob Shapiro Podcast

The Jacob Shapiro Podcast

Land, Debt, and Decline

Jan 26, 2026 · 53m

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On this episode

About this episode

Jacob sits down with agricultural economist Dr. David Kohl to unpack what a brutal downturn in farm profitability reveals about globalization, capital concentration, labor shortages, and long-term economic resilience. The two touch on tariffs, debt, and the limits of export-led growth, and then the conversation widens to examine how technology, demographics, and financial fragility are reshaping both rural America and the national economy. -- Timestamps: (00:00) - Introduction (00:56) - Discussion on US Ag Economy (02:17) - Challenges and Opportunities in Agriculture (07:09) - Land Values and Institutional Investments (12:24) - Generational Transition in Farming (18:02) - Export Markets vs.…