Highly Volatile

NEW FARMCON PODCAST – Kevin and Todd cover a lot of ground this week—from why Kevin is getting more aggressive pricing corn and wheat, to what could push soybeans toward $14, why higher wheat insurance guarantees could change 2027 planting decisions, and where dangerous “air pockets” could develop if bullish fund money starts heading for the exits. They also dig into AI, nuclear power, weather modification, the growing gambling economy, why Kevin refuses to waste energy complaining about rules he can't control, and why the next 6–12 months could present an unusually attractive window for some farm and agribusiness owners thinking about selling. 04:00 — Why Kevin Is Selling Into the Rally – Kevin explains why he's pricing more 2026 and 2027 corn and moving further out on wheat sales, including his first 2028 wheat sales. The key distinction: being bullish on a market does not mean a producer should leave all of the risk on the table. 07:00 — The Wheat Insurance Wild Card – Higher wheat prices could translate into substantially stronger crop-insurance guarantees for next year. Kevin explains why that could pull more acres into wheat and potentially change the economics of planting and double-cropping in 2027. 12:00 — What Could Take Corn to $6? – Kevin believes the market may currently be trading something close to a 177–178 bushel national yield. He walks through why a confirmed yield around 175 or lower, combined with continued geopolitical problems, could give bulls another significant leg higher. 22:00 — What Could Send Soybeans Toward $14? – Kevin thinks the soybean yield is moving lower and says a national yield below roughly 51.5 bushels could dramatically tighten the outlook. China continuing to buy, stronger crush demand, EPA clarification on bean oil, and deteriorating crop conditions are keeping the bull story alive. 27:00 — Where the Grain “Air Pockets” Come From – A lot of speculative money is already positioned bullish. Kevin explains how markets can suddenly drop 40, 50 or 60 cents when bullish headlines disappear and everyone who is already long starts trying to exit at the same time. 31:00 — Players Play. Officials Officiate – Kevin explains one of the philosophies that has guided him in sports, markets and business: stop wasting time complaining about the rules and adjust your game. He believes people who avoid getting distracted by things they can't control gain a significant competitive advantage. 38:00 — Would Kevin Invest in Weather Modification? – Rainmaker recently reported successful drone-based cloud seeding in Alaska. Kevin respects the technology and the people behind it but explains why manipulating weather crosses a personal line for him as an investor — even though he believes the technology is going to continue advancing. 59:00 — Why Being Willing to Look Stupid Matters – Kevin discusses social media, external validation, entrepreneurship and why individual sports, trading and business ownership can be so valuable. His argument: real-world accountability has a way of quickly testing theories that sound great from the sidelines. 1:12:00 — Could This Be a Great Time to Sell? – With stronger commodity prices, elevated farmland values, a strong stock market and more liquidity returning to agriculture, Kevin believes the next 6–12 months could offer an attractive exit window for some owners who already expect to sell farmland or an ag business within the next several years. KEVIN'S QUOTES “Your job as a producer is to take risk off the table.” “I think it's only a matter of time until somebody somewhere figures out a way to get some of this Black Sea grain out.” “Most of the bulls are already in. It's going to take a continuation of these headlines to keep that market moving higher.” “Players play, coaches coach, officials officiate.” “You can't get rabbit ears.” “You've got to be willing to look stupid, and you've got to be willing to be wrong.” “You don't want to be trying to sell when there are more sellers than buyers.”

NEW FARMCON PODCAST >> Kevin and Todd cover grain markets, China risk, the weaker-dollar trade, AI and data centers, farm leverage, and why producers still have to remain the CEO of their own business—even when surrounded by experts. THIS WEEK’S CONVERSATION08:00 — Why Kevin Sold More CornKevin explains why his resting orders were triggered around $5.20, why he rewarded the rally, and what the corn market still needs if bulls are going to attract another wave of money. 23:00 — The Hardest Part of Marketing Is Still ExecutionPrice targets have a funny way of moving higher as the market rallies. Kevin talks about pulling the trigger, knowing your own operation, and why producers give away an edge when they blindly follow someone else's program. 27:00 — You Are the CEO of Your Business and Your LifeLawyers, accountants, doctors, agronomists and market advisers can provide valuable opinions, but Kevin argues they belong in your “boardroom”—they shouldn't be making the final decision for you. 32:00 — Soybeans: China Is the Risk Kevin Is WatchingKevin banks his remaining bullish soybean profits and buys puts. His concern isn't necessarily the U.S. crop—it's what could happen to soybean demand if geopolitical tensions spill into U.S.-China trade. 40:00 — Wheat: The Grain Isn't Gone, It's TrappedBlack Sea disruptions are keeping wheat supported, but Kevin warns that much of the rally is built on dislocation and war premium. Any credible path to moving that grain could change the market quickly. 44:00 — Why Kevin Thinks America Has to Win the AI RaceA discussion about the weaker dollar turns into a much bigger conversation about manufacturing, data centers, national competitiveness and why Kevin has dramatically changed his thinking on the infrastructure needed to support AI. 1:03:00 — The Debasement Trade: Where Kevin Is Putting MoneyIf Washington wants a weaker dollar and inflation stays elevated, Kevin doesn't want too much capital losing purchasing power in cash. He explains why he continues adding exposure to gold, silver, metals and Bitcoin. 1:04:00 — Would You Let AI Trade Your Money?Kevin sees tremendous value in AI, but he's wary of becoming dependent on it for investment decisions. His concern is what happens when AI creates financial products and strategies humans can no longer fully understand when something goes wrong. 1:09:00 — Bigger Isn't Always Better on the FarmDeere's diversified businesses lead to a discussion about farm growth, debt and alternative return streams. Kevin explains why adding acres can make sense for the right operator—but getting bigger simply to get bigger can become dangerous when leverage is involved. KEVIN’S QUOTES“Bulls have to eat more regularly than bears.” “I think you're a fool to follow anybody blindly. Anybody.” “You are the CEO of your business and your life.” “Your edge lies within that art on your farm, your individual farm.” “We have to win the AI race.” “You don't want to be the cat without the chair, all levered up.” “It ain't a matter of if you're going to get knocked down in life. You're going to get knocked down all the time. It's who gets up the fastest that wins.”

NEW FARMCON PODCAST Kevin and Todd cover everything from corn, soybeans and cattle to government policy, investing, selling the family farm, hiring great people, and why some of the biggest lessons in business come down to knowing when to change direction. THIS WEEK’S CONVERSATION 03:00 — What Liquid Death Can Teach AgricultureKevin explains why FARMCON intentionally brings in successful people from outside agriculture—and how producers can borrow ideas from great brands and businesses in completely different industries. 06:00 — Corn: Where Does the Next Move Come From?Kevin breaks down crop variability, exports, yield risk and why the September USDA report could become an important inflection point for corn prices. 14:00 — Soybeans: Is the Bullish Demand Story Already Priced In?China is buying and domestic crush remains strong, but Kevin believes the bigger market surprise may now have to come from the supply side and a smaller U.S. yield. 23:00 — Wheat Still Needs a Demand StoryBlack Sea disruptions continue to provide support, but Kevin explains why plentiful global supplies leave wheat with a very different setup than corn and soybeans. 28:00 — Tyson, Cattle & Knowing When to Change CourseTyson’s recent moves lead to a bigger conversation about capital allocation, taking losses and why strong businesses have to be willing to admit when something isn’t working. 32:00 — Don’t Bet Against the GovernmentKevin explains why one of his core investing rules is to understand where government policy and capital are flowing—and avoid putting yourself directly on the other side. 54:00 — Would You Sell the Family Farm for 20X?If somebody offered $100,000 an acre for ground worth $5,000, would sentiment win—or business? Kevin explains why he believes an extraordinary offer can create an even bigger opportunity for the next generation. 58:00 — The “All-In” Test for Investing & HiringKevin shares the filter he now uses on investment opportunities, why he increasingly bets on people rather than products, and what he looks for when evaluating the people leading a business. KEVIN’S QUOTES “If he can take standard water and create a brand around it and build it into the empire he’s built it into, you could take number two yellow corn.” “I’ve watched more friends go broke in businesses… just because they couldn’t take a loss.” “If nothing changes, nothing changes.” “I don’t wanna take positions or stances that really work against what the government’s trying to do.” “I’m in the business to be in business.” “Good people can take an okay or even a bad idea and make it a great business. Bad people can take a great idea and turn it into a piece of crap.” “Hire great people that tell you what to do. If you’re hiring people that you have to tell what to do, those aren’t great people.”

WASDE Wild Cards, Trading Volatility & Why Good Producers Still Struggle This week Kevin and Todd dig into today's WASDE report, where Kevin sees the biggest potential surprises, and why he believes the market may be sitting in a spot where one USDA number could trigger a much larger technical move. Kevin also explains why he is trading smaller as volatility increases, why he would rather react to a market mistake than try to predict the USDA, why some very good producers still struggle financially, and why the business side of agriculture is becoming an even bigger separator. A few highlights from this week's conversation: 00:40 — What should the most important room in agriculture be talking about?AI, robotics, government policy, new investment ideas, and one overriding question: How do we use all of these new tools to improve ROI? 02:15 — Kevin's biggest WASDE wild cardKevin says acreage may be the number that creates the surprise. He also discusses yield, feed and residual demand, exports, and why adjustments to last year's crop could still matter. 08:30 — Stop putting too much weight on weekly crop ratingsKevin pushes back hard on using USDA Good-to-Excellent ratings as a precise yield predictor and says he puts more weight on private tours, producer intelligence, and actual boots-on-the-ground observations. 19:25 — Don't predict the report. Wait for the market to make a mistake.Kevin compares trading around USDA reports to wrestling: stay balanced, let the opponent overextend, and then take advantage. 29:15 — Why Kevin is trading smaller than he used toMore speculative money, larger price swings, and greater volatility mean the consequences of being over-leveraged are dramatically higher. 37:40 — Are struggling producers simply bad operators?Kevin's distinction is important: most producers he knows are very good at producing a crop. The bigger separator is business — marketing, equipment decisions, insurance, inputs, technology, taxes, capital allocation, and ROI. 43:20 — Put a great businessperson against a great producer. Who wins?Kevin's answer is immediate: the businessperson. They may need time to learn production — or hire somebody who already knows it — but strong business judgment eventually becomes the advantage. 49:25 — The AI conversation comes down to one word: EXECUTEHaving data isn't enough. Having AI isn't enough. Having advisors isn't enough. The advantage comes from actually implementing what improves the business. 59:15 — Why Kevin is still holding substantial cash even as Wall Street gets more bullishKevin explains the difference between being bearish and maintaining dry powder. His long-term investing accounts remain bullish — he simply wants enough cash available to capitalize when markets hit one of the “trap doors” he believes are inevitable. KEVIN QUOTES “I'm not trying to predict or forecast what the USDA is gonna do… I'm trying to play if the market overreacts one way or the other.” “The whole key is to be able to stay with a move and not get shook out.” “The differentiator is on the business side.” “A great person can take a really shitty or bad idea and make it good. A bad person can take a really great business and make it really bad.” The bigger theme running through this episode is simple: Volatility creates opportunity — but only if you have the discipline, liquidity, and business structure to survive long enough to take advantage of it. Listen to the full episode of FARMCON Conversations. FARMCON — The Most Important Room in Agriculture

This week's FarmCon Conversations starts with what makes FarmCon different from a normal ag event: it is not built around vacation travel, generic networking, or people telling producers how to farm. Kevin explains why FarmCon is positioned as a room for serious producers, operators, ranchers, ag businesses, and decision-makers who are trying to make better business, market, and capital-allocation decisions. From there, Kevin and Todd move through corn, soybeans, wheat, macro markets, interest rates, investing, prediction markets, and the danger of falling in love with a good story before the numbers support it. The second half of the episode features Dan Maycock, co-founder and CTO of Dataplai, for a practical conversation about AI in agriculture — what it actually is, where it can help producers, where the hype is dangerous, and why farmers need to learn how to use the tool without letting it make decisions for them. In this episode: 0:00 Why FarmCon is not designed like a normal ag conference, and why Kevin believes it should be a room where serious operators come to make better business and market decisions. 5:00 Corn, the August WASDE setup, declining crop ratings, and why Kevin is not aggressively bullish even though he thinks USDA's 183 yield may be high. 14:00 Kevin's current soybean view, including why he still likes the longer-term demand story but wants to buy bigger breaks rather than chase strength. 17:00 The wheat discussion: Black Sea logistics, exportable supply, and why Kevin sees wheat as more of a war-and-weather story than a clean demand story. 23:00 Macro markets, labor data, inflation, crude oil, and why Kevin does not currently believe the Fed needs to be aggressively hawkish. 31:00 Kevin's investing posture: why he remains conservative, overweight cash, and more interested in buying bigger breaks than chasing stocks at current valuations. 39:00 Prediction markets, Kalshi, Polymarket, and why Kevin thinks these markets are here to stay and could become increasingly relevant in agriculture. 49:00 Dan Maycock joins the conversation for a practical discussion on AI in agriculture — what it is, where it can help producers, where the hype is dangerous, and why farmers need “flight school” before relying too heavily on the tool.

This week's FarmCon Conversations starts with a FARMCON update, then corn, soybeans, wheat, but the better discussion is really about how Kevin thinks through risk, markets, business, and change. In this episode: 18:00 – Why Kevin believes producers should focus less on being right about the final yield and more on being right about how the market trades USDA's number. 29:00 – How Kevin is thinking about corn's wide trading range, with buyers watching the lower end and producers looking to reduce risk toward the upper end. 32:00 – Why Kevin is trading small, using options, and trying not to manage the “flip-flop” in a market that can move hard both directions. 36:00 – How soybeans are trading the gap between USDA's 53 bpa yield and private estimates that may already be moving lower. 40:00 – Why Kevin thinks domestic soybean crush could become a bigger story this fall, especially if China adds fresh buying interest. 46:00 – Why Kevin is bullish wheat, but sees the story as more about Black Sea logistics, execution risk, and supply being out of position than a simple production shortage. 51:00 – Why Kevin is watching farmland values, subsidies, lending, and government support as potential long-term risks inside agriculture. 1:03:00 – Why Kevin questions whether farmland has already seen a major expansion in the buyer pool from funds, solar, data centers, and outside capital. 1:11:00 – How Kevin is positioning his investment accounts around AI, the Fed, ag stocks, gold, cash, and potential market pullbacks. 1:17:00 – Why Kevin pushes back against constant doom-and-gloom thinking around debt, deficits, and the economy. 1:25:00 – What Kevin tells young people about careers, flexibility, opportunity, and why chasing money alone can lead to bad decisions. Key quotes from Kevin: “As long as the USDA is in business, I think that's what the world's gonna trade off of.” “You can be as right as the day is long on the yield, but if you're wrong the market and wrong where the USDA's going with it, you're just gonna get annihilated.” “I don't wanna manage the flip-flop.” “I trade small here because with the volatility where it is, I don't want to get knocked out.” “The key is get in early and leave early.” “Whoever can hold their breath the longest has got the best chance to survive.” “Learn, unlearn, relearn.” “Be the best that you can possibly be at whatever you pick to be.”

This week's FarmCon Conversations starts with corn, soybeans, wheat, and the latest USDA numbers, but the better discussion is really about how Kevin thinks through risk, markets, business, and change. Kevin and Todd talk through what has driven the recent grain rally, why producers should avoid becoming locked onto a single price forecast, and how to recognize when bullish headlines may be creating an opportunity to remove risk. From there, the conversation moves into collectible investing, business execution, mental flexibility, and why the ability to stay focused after the work becomes repetitive often separates successful people from everyone else. In this episode: Why Kevin believes producers should surf the markets rather than try to predict them, using rallies to reduce risk instead of waiting for one perfect price. How much of the recent strength in corn, soybeans, and wheat may be tied to speculative money, weather uncertainty, energy markets, and geopolitical risk. Why Kevin believes wheat may have the strongest underlying supply-and-logistics story of the three major grain markets. What Kevin looks for when investing in collectibles—and why scarce, elite assets can be easier to sell than average items with far more visible supply. Why successful people make a plan, commit to the execution, and resist the temptation to change direction simply because they become bored. How Kevin has produced The Van Trump Report consistently for more than 20 years by focusing on completing one report and one day at a time. Key quotes from Kevin: “As a producer, you've got to surf the market. You're just trying to pick spots to take risk off the table.” “When you get focused on a number, it handcuffs you mentally and makes it difficult to remain flexible.” “Big bulls need to be fed regularly. I'm not sure the bullish news can continue at the pace it has been coming.” “Planning is over. Now it's time to execute—and it's going to be a grind.” “Your job isn't to clean all the dishes. Your job is to clean one dish, and then keep doing that over and over.”

This week's FarmCon Conversations starts with corn, soybeans, wheat, and the latest USDA numbers, but the better discussion is really about how Kevin thinks through risk, markets, business, and change. Kevin explains why he took profits on a bullish corn position after the USDA report did not deliver the acreage cut he expected, even though the market still rallied. His reasoning was simple: “When things change, I change.”A few ideas worth listening for: Corn and soybeans are carrying weather premium, but both still need fresh confirmation. Kevin explains why corn needs heat during pollination to keep adding premium, while soybeans need August weather, China, energy, or crush demand to bring in the next wave of buyers. Wheat is becoming an export-reliability story. The U.S. crop is historically tight, but Kevin spends more time on whether Russia can actually move wheat reliably through key export channels. FOMO is not a strategy. Kevin explains why he is still nibbling selectively in stocks, metals, and industrials, but refuses to chase just because other people are making money. Demand-driven markets give you more than one chance. Kevin talks about AI, metals, industrials, and commodities through the lens of finding real demand stories and waiting for better entries. Pruning is part of growth. Kevin shares why businesses often need to cut weak branches, stop watering dead plants, and focus more attention on what actually creates return. The sunk-cost trap hurts investors and business owners. Kevin explains why looking backward at what you already lost or spent can keep you tied to bad positions, bad projects, and bad decisions. A few more takeaways from Kevin: “The rearview mirror is super small. The windshield is super big for a reason.” “Most of the hay is made in doing the worst part of the job consistently on a daily basis.” “They mentally can't hold the magnifying glass still long enough to get a fire started.”

NEW FARMCON PODCAST – This week’s conversation begins with Kevin and Todd breaking down the USDA Acreage and Quarterly Stocks reports and what they believe the numbers are really telling us about corn demand, acreage, and the market’s outlook heading into the heart of the growing season. Kevin explains why he believes the long-term downside for corn and soybean prices may not be as low as many assume, why demand and technology continue to reshape agriculture, and what he’ll be watching next as weather and future USDA reports take center stage. The discussion then broadens into risk management, investing, entrepreneurship, and artificial intelligence, including Kevin’s thoughts on building positions during volatile markets, separating investing from gambling, and why AI has the potential to dramatically reshape entire industries over the next decade. Whether you’re a producer, investor, business owner, or simply someone trying to make better decisions in an increasingly uncertain world, this episode is packed with timely insights and practical takeaways. We think you’ll enjoy the conversation.

NEW FARMCON PODCAST – This week Kevin and Todd start out with a brief discussion on grandparents actively involved in their grandkids’ lives. Kevin shares why you might not want to trust the view from the road in wet areas and why he believes the overall downside for corn and beans may not be as low as it has been in the past 20 years thanks to demand and technology. Todd then asks Kevin about his buy high and sell higher philosophy and how it applies across his investments. Kevin closes out the show with some great advice for both founder/owner/entrepreneurs and the investors who support them. You’ll want to listen in to hear some solid advice about one of the most important rules Kevin learned in Chicago – my money and their experience will probably at some point become my experience and their money!! Great lessons for all, don’t miss it.

NEW FARMCON PODCAST – This week Kevin discusses the why’s and what’s of a new series in the report… “Building an Agriculture Brand.” He and Todd also share that they are soon to release a business consulting arm to their ventures, to help anyone trying to build and scale an ag business. In his commodity comments, Kevin speaks to his belief the “globalization” is dead, “just-in-time” deliveries are going away, and what that means for the ag supply chain and logistics. He also spends a few minutes reminding producers of the three elements required for a true bull run in commodities. All that and lots more in this engaging episode!

NEW FARMCON PODCAST – This week Kevin and Todd start out sharing the realities of getting older and facing it head on. Then, Kevin shares his current thoughts on the commodity markets and the pair dive deep into “data” in response to a reader’s email following our Scope 3/Biological Pivot story on Monday. Kevin goes on to share his perspective on the “higher for longer” rate debate surrounding the Fed, as well as the upcoming SpaceX IPO and how he is positioned and what history might teach us about them. Lots of great depth in this one so don’t miss it!

NEW FARMCON PODCAST – This week Kevin Van Trump shares his current thoughts on commodities, why he and the family “background” some of their real estate investments and how he got where he is by taking action while others are still researching their next steps. The two then discuss how most people get in their own way while trading, investing and making business decisions. Kevin goes on to share a quote that changed his mental model for his business related decisions and expands on his recent story about ag investment failures, explaining why product-market fit is his primary focus before cutting any capital checks. If you are looking to better position your business and investments, this episode is not to be missed!

NEW FARMCON PODCAST – This week Kevin Van Trump shares his “bushels are bullets” perspective in regards to his crop marketing, along with other relevant analogies to help producers see the big picture and know when to fire their guns! Kevin and Todd dive into the Macro arena where yields and the stock markets are high and consumer sentiment isn’t. Just a reminder that the stock market is not the economy, as they discuss what you should be keeping your eyes on. Kevin goes on to share his hard-earned ag tech investing approach – if you invest in the space, DON’T miss this part near the end. Another great episode you don’t want to miss!

NEW FARMCON PODCAST… This is a not-to-miss episode with Kevin Van Trump, Todd Loechler, and Walter Cronin of White River Nutrition, a U.S. soybean processing company. Stay tuned all the way through to find out why Walter says the U.S. soybean farmers need to hold on because you’re going to see a great decade ahead. Leading into that Kevin shares his commodity outlook and his positions. Kevin also lays out his macro narrative for the markets, Fed, and his investments. In addition to Walter’s strong belief in what lays ahead for soybean growers, he addresses the actual physical market impact of the new record biomass-based diesel RVOs over the next 6 to 12 months, and whether soybean oil or protein meal will ultimately lead the complex, plus much more. This is an masterclass in physical market dynamics and big-money strategy that you cannot afford to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler start out by breaking down the latest WASDE numbers and what they mean for you. They also dive into current crop conditions, planting progress, wheat ratings, and the potential impact of Trump/Xi talks plus standalone E15 legislation. Kevin shares his thoughts on why markets are hitting records amid high oil prices, sticky inflation, and geopolitical uncertainty. The two also discuss the AI “railroad” moment in agriculture, and what ag retailers, co-ops, and family operations should be building or preparing for right now. In addition, Kevin shares his early mistakes in his investing career. Straight talk, current data, and real strategic perspective. Don’t miss this one.

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with Joe Sinclair, Founder and CEO, Quality Ag Service of Iowa, to discuss the current crop market conditions, planting concerns, and perhaps more importantly, where fertilizer and input prices might be headed. Joe also provides some valuable insight from the ag retail perspective on farm budgeting, the impact of see-and-spray technology, and the need for greater farm diversification. The group also talks about important strategies for building an ag business in today’s world, as well as discussing some of the bigger mishaps and mistakes they have each made along their individual journeys as entrepreneurs. This is a fantastic conversation you don’t want to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss their latest moves in the corn, soybean, and wheat markets. Kevin discusses why he likes making backend sales in both corn and wheat, but is a bit more hesitant in the soybean market. There’s some extensive talk about the importance of weather and war headlines and how they are impacting our agricultural markets. Kevin also provides his perspective and thoughts on input prices, and how interest rates will play out in the second half of the year. The group also takes a deeper dive into the impacts of AI, and how they are positioning their investments into the big changes ahead. Kevin talks in detail about what he is looking to invest in and what he doesn’t want to invest in. There’s also conversation and in depth talk about the future of human employment and what degrees and job opportunities might be best for our children to consider. This is a fantastic conversation you don’t want to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss the latest in geopolitics and how long fuel and fertilizer prices might stay elevated, and what that means for corn, soybean, and wheat prices. Kevin also takes the time to explain his marketing game-plan for this growing season and what he is thinking about 2027 prices. There’s also some great discussion around Kevin’s current investments, what he looks for when investing in private companies, and some key insights and hacks for better positioning and building businesses. The group also discusses the future of AI and how it might further impact our lives and our investments. There’s also some personal life talk and great conversation around failing and taking risks. This is a fantastic conversation you don’t want to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss their updated corn, soybean, and wheat outlook, along with recent sales and new price objectives. There are also some deeper discussions about the importance of “time” in our grain marketing programs. Kevin and Todd also discuss investing in the collectible tractor and farm equipment market. The future of interest rates, the US dollar, and gold and silver. How AI is starting to change the investment world. Investing in SpaceX pre-IPO. And some personal life talk about working to become a better person, husband, parent, and grandparent. This is a fantastic conversation you don’t want to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss the current corn, soybean, and wheat markets and also provide their updated sales targets. There are also discussions about the current conflict in the Middle East, rising input costs, rising interest rates, and how all of this might impact Wall Street, Main Street, and rural economies. Kevin also talks about his current investments in gold, bitcoin, and collectibles. The conversation also touches on the importance of working towards becoming a better long-term investor, what that takes, and why it’s so important. Also, ways to work with the kids and grandkids to teach better financial responsibilities. This is a fantastic conversation you don’t want to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss the current corn, soybean, and wheat markets and also provide their updated sales targets. There is some debate about the latest USDA data regarding new-crop planted acres. There are also discussions about the conflict in the Middle East, along with Kevin’s current thoughts regarding the stock market, and what he likes buying and does not like buying in the current landscape. There’s also more color added around the bearish worry that rising energy prices will keep inflation elevated, vs. the bullish argument that, as AI advances, it becomes increasingly deflationary for the overall economy. With this in mind, Kevin explains why he doesn’t see the Fed raising rates any time soon, but can still see the possibility of a rate cut in 2026. The conversation concludes with some deeper thoughts about society as a whole, and reflects on the rather cautionary tale about what happens when a social species outgrows its behavioral infrastructure faster than it builds new ones. This is a fantastic conversation you don’t want to miss!

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guests Gary Lezak, Founder and CEO of Weather 20/20, to discuss the upcoming planting and growing season weather forecasts and how Gary and his team is bringing unparalleled weather data and predictive analytics to the world of agriculture. Kevin and Todd also … FARMCON Conversations 03–25-2026 Read More »

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guests Jay Felton, Partner at Lathrop GPM LLP, and proud fifth-generation Missouri farmer, to discuss the future of AI on the farm and the workplace. Deeper discussions about the future of glyphosate and where herbicides and pesticides are headed. The group also … FARMCON Conversations 03–18-2026 Read More »

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guests Tom Willis, CEO, Conestoga Energy Holdings to discuss important developments in the biofuel (RVO's, E15, 45Z, 45Q, SAF, etc..) and ag sectors. The group also discusses current corn, soybean, wheat, and cattle markets. The recent USDA report and what 2026 might … FARMCON Conversations 03–11-2026 Read More »

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guest Carter Williams, CEO, iSelect to discuss important developments in the ag sector and US military development. Carter consults and spend a considerable amount of time with leaders in Washington, so his insight and perspective is extremely important to understand. The conversation … FARMCON Conversations 03–04-2026 Read More »

Kevin Van Trump and Todd Loechler sit down in this episode and discuss current corn, soybean, and wheat markets. NEW price targets for upcoming CORN and SOYBEAN SALES, and thoughts regarding recent WHEAT SALES. The team also discusses NEW stock positions and overall portfolio adjustments based on shifts and changes associated with AI, increased tech … FARMCON Conversations 02-25-2026 Read More »

In this episode… Thoughts on the current corn, soybean, and wheat markets after the USDA report, why Kevin is currently holding bearish corn and soybean positions, new positions in gold and silver, some interesting conversation about the future of AI and how it might impact the US economy and generational wealth building efforts, immigration, the … FARMCON Conversations 02-18-2026 Read More »

In this episode… Thoughts on the current corn, soybean, and wheat markets after the USDA report, why Kevin is currently holding bearish corn and soybean positions, new positions in gold and silver, some interesting conversation about the future of AI and how it might impact the US economy and generational wealth building efforts, immigration, the … FARMCON Conversations – Thoughts on the current corn, soybean, and wheat markets after the USDA report, why Kevin is currently holding bearish corn and soybean positions, new positions in gold and silver, some interesting conversation about the future of AI and how it might impact the US economy and generational wealth building efforts, immigration, the Super Bowl, and much more! Read More »

In this Episode… A Discussion on Current Corn, Soybean, and Wheat Markets, Recent Volatility in Gold and Silver, Stock Market Direction, Some Conversation About Position Sizing, How Kevin Uses New Prediction Markets to Gain Some Additional Market Insights, and Much More With Special Guest Jeff Hoffman.

In this episode… Kevin Van Trump and Todd Loechler sit down and discuss current corn, soybean, and wheat markets, year-round E15, Chinese bean buying, and winter weather worries. The pair also discusses the Fed, who will be the next Fed Chair, when we will see the next rate cut, and why Kevin remains short the … FARMCON Conversations…Current corn, soybean, and wheat markets, year-round E15, winter weather worries, thoughts on the next Fed Chair, why Kevin remains short the US dollar, some conversation about gold and silver, some extremely valuable trading and investment rules that Kevin has acquired through the years, and much more! Read More »

In this episode… Kevin Van Trump and Todd Loechler sit down and discuss current corn, soybean, and wheat markets, including price targets for both the 2025 and 2026 crops. The pair also discusses the current macro and geopolitical wild-cards and how they are positioning their current investments, including stocks, metals, real estate, land, etc… There … In this episode… Latest thoughts on corn, soybeans, and wheat, a discussion about recent geopolitical events and how we are playing them, collectible ideas, the future of AI and the impact on jobs, and much more! Read More »

Kevin Van Trump and Andy Daniels sit down with Dave Parker and Tom Willis to discuss current thoughts regarding new tariffs, trade war, crop prices, biofuel, sorghum seed, and policy changes for agriculture in 2025. There are also lots of other great topics discussed. This is an episode you don't want to miss heading into … Crop Price Forecast, Trade Uncertainty, and Navigating the Road Ahead with Special Guest Dave Parker & Tom Willis Read More »

Kevin Van Trump and Andy Daniels sit down with Tom Willis to discuss current thoughts regarding the government shutdown, administration changes, trade war, biofuel, and policy changes for agriculture in 2025. There are also lots of other great topics discussed. This is an episode you don't want to miss before the New Year!

Kevin Van Trump and Andy Daniels sit down with Emily French to discuss current thoughts regarding longer term outlook on soybean prices heading into 2025, trading weather threats moving forward, opinions on grain demand projections for 2024/2025, sub $9.00 soybean futures on the horizon, Chinese demand for US grains over the next decade, loopholes in … Winter Has Come For Grains and Soy Prices, How Long Will It Last? with Special Guest Grain Trader, Emily French Read More »

Kevin Van Trump and Andy Daniels sit down with Mark Bishop to discuss current thoughts regarding the grain markets, option opportunities before harvest, updates on the rice market, what happens if we don't get a trade war if Trump is elected in November, down side risk on wheat, money circulation in the stock market, how … Thoughts About The Grain Markets & Current Investments with Professional Traders Andy Daniels and Special Guest Mark Bishop Read More »

Kevin Van Trump and Andy Daniels sit down with Braden Hudye, Co-Founder at Altrus Capital Investments, to discuss current thoughts and opinions regarding the markets, what is going to happen in the 2024 US election, recessions thoughts we've been talking about the last 18 months, precious and industrial metals outlook the rest of 2023, why a … Thinking A Bit Differently About Today's Markets with Professional Traders Andy Daniels and Special Guest Braden Hudye Read More »

Kevin Van Trump and Andy Daniels sit down with Carter Williams, CEO at iSelect Fund, to discuss current thoughts and opinions regarding the markets, what the Argentina crop looks like, export outlooks moving forward, relationships with China, theories behind the Chinese balloon, new developing possibilities with Russia, overall economy outlooks from all three investors, and … Current Market Thoughts and Introduction to First Ag Tech Rolling Fund – February 2023 Read More »

Kevin Van Trump and Andy Daniels sit down with professional traders Mark Bishop and Dakin Bushner to discuss current thoughts and opinions regarding the markets, yield predictions, dislocation of grain, export headwinds, Russia & Ukraine tension, where the dollar might be heading, the FED's next move, thoughts on Brazil, inflation, input availability for spring of 2023, … 4 Professional Traders Provide Their Current Opinions and Thoughts – October 2022 Read More »

Special Guest: Jeffrey McPike from WASEDA Commodities is one of the most respected names in the industry. McPike graduated from Yale University in 1980. After graduating he began a long and successful career in the commodity business. McPike began his career at Continental Grain Company working in North Dakota, Minnesota, and New York, specializing in wheat and feed … Current Thoughts on the Extreme Volatility in Wheat, Corn, and Soybeans Read More »

In this episode of Highly Volatile, four veteran traders Kevin Van Trump, Andy Daniels, David Parker, and Mark Bishop provide their insights and opinions about the market's current landscape and the hurdles, pitfalls and opportunities that might be encountered in the journey ahead.   

Kevin Van Trump and Andy Daniels sit down with professional traders Bob Steele and Mark Bishop to discuss current thoughts and opinions regarding the markets, input costs, inflation, energy, precious metals, crypto's, transportation, and much more. Interestingly, this podcast has more combined years of experience than any Highly Volatile podcast produced in the past. The group laughs a bit as … 4 Seasoned Professional Traders Provide Their Current Opinions Read More »

Big markets can make big moves so we thought it was time to circle the wagons with some experienced traders and hear their perspective on where we are headed and how to best play the opportunity as a spec and a producer. Enjoy the fireside chat!  David Parker, Professional Trader at Olam – David is a graduate … Thinking A Bit Differently About Today's Markets with Professional Traders Andy Daniels and Special Guest Dave Parker Read More »

Big markets can make big moves so we thought it was time to circle the wagons with some experienced traders and hear their perspective on where we are headed and how to best play the opportunity as a spec and a producer. Enjoy the fireside chat! Accept our apologies in advance on the background noise. … Corn, Beans, Wheat… with Andy, Carp, Mock, and KVT Read More »

Joel Ross began his career in Wall St. as an investment banker in 1965, where he handled public offerings, mergers & acquisitions, leveraged buyouts, and other corporate advisory matters for a variety of clients. During the seventies he was CEO of North American operations for a UK based conglomerate where he acquired and oversaw six … Inflation, Real Estate, Politics and Investment Thoughts with special guest Joel Ross, CEO, Citadel Realty Advisors and author of the highly acclaimed “Ross Rant” Read More »

Listen in as KVT and Benson Hill CEO, Matt Crisp talk unfiltered about the future of agriculture, some of their favorite investments, new books they are reading, and how they are collectively working to bring premium crop opportunities to growers across the U.S. This is a great conversation with the CEO of the most talked-about … Why I’m Betting Big on Benson Hill, Growing for Premium, and the Future of Agriculture Read More »

 The group talks about their current and longer-term investments and outlooks. Topics discussed included the current agricultural markets, what’s happening on Wall Street, investments in precious metals, cryptocurrency, real estate, energy, and more. This is a great conversation that you don’t want to miss. We start talking more ag market specifics later in the conversation, so … Kevin Van Trump, Andy Daniels, and Special Guest and Investor Braden Hudye Read More »

Emily is one of our good friends and considered one of the absolute best in the business. If you have any money invested in agriculture this is a must-listen. As usual, Emily delivers and provides some very interesting insight. I am truly blessed to know so many smart people and happy that I can share. … KVT, Andy Daniels, and Special Guest Emily French Talk About the Markets and the Future of Agriculture! Read More »

Kevin Van Trump and Andy Daniels host a roundtable discussion with their sons Jordan Van Trump and Drew Daniels. Both Jordan and Drew trade and invest, so the topics of conversation are very interesting and offer differing perspectives.  The discussion starts with current thoughts on the ag markets and how the group plans to play … NEW Episode of Highly Volatile: How We’re Playing the Ag Markets and Other Investments into 2021 Read More »

NEW “Highly Volatile” Zoom Call:  Farming, Food and Conversations About Our Future with Mary Shelman, Carter Williams, Travis Potter and Kevin Van Trump. This is one you don’t want to miss as I speak with Mary Shelman, Founder at the Mary Shelman Group and Advisory Board Member at Village Capital; Carter Williams, CEO at iSelect Fund; and Travis … Farming, Food, and Conversations About Our Future! Read More »

This is one you don’t want to miss as Jordan and I discuss the current grain markets, what’s happening in Bitcoin, the shift towards a paperless money world, post corona thoughts, Thanksgiving turkey news, AgSwag updates, and current investment ideas.