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.”
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