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 CONVERSATION
08:00 — Why Kevin Sold More Corn
Kevin 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 Execution
Price 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 Life
Lawyers, 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 Watching
Kevin 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 Trapped
Black 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 Race
A 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 Money
If 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 Farm
Deere’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.”
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