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.
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