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!
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