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 and Todd talk through what has driven the recent grain rally, why producers should avoid becoming locked onto a single price forecast, and how to recognize when bullish headlines may be creating an opportunity to remove risk. From there, the conversation moves into collectible investing, business execution, mental flexibility, and why the ability to stay focused after the work becomes repetitive often separates successful people from everyone else.
In this episode:
Why Kevin believes producers should surf the markets rather than try to predict them, using rallies to reduce risk instead of waiting for one perfect price.
How much of the recent strength in corn, soybeans, and wheat may be tied to speculative money, weather uncertainty, energy markets, and geopolitical risk.
Why Kevin believes wheat may have the strongest underlying supply-and-logistics story of the three major grain markets.
What Kevin looks for when investing in collectibles—and why scarce, elite assets can be easier to sell than average items with far more visible supply.
Why successful people make a plan, commit to the execution, and resist the temptation to change direction simply because they become bored.
How Kevin has produced The Van Trump Report consistently for more than 20 years by focusing on completing one report and one day at a time.
Key quotes from Kevin:
“As a producer, you’ve got to surf the market. You’re just trying to pick spots to take risk off the table.”
“When you get focused on a number, it handcuffs you mentally and makes it difficult to remain flexible.”
“Big bulls need to be fed regularly. I’m not sure the bullish news can continue at the pace it has been coming.”
“Planning is over. Now it’s time to execute—and it’s going to be a grind.”
“Your job isn’t to clean all the dishes. Your job is to clean one dish, and then keep doing that over and over.”
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