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.”
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