There is a lot of talk about a crisis in the US farm economy, and many are still arguing that lawmakers in Washington are taking “too little action.” The American Farm Bureau Federation (AFBF) reports that farmers will enter the 2026-27 crop year with accumulated losses of more than -$50 billion over the past three …
In this Episode… A Discussion on Current Corn, Soybean, and Wheat Markets, Recent Volatility in Gold and Silver, Stock Market Direction, Some Conversation About Position Sizing, How Kevin Uses New Prediction Markets to Gain Some Additional Market Insights, and Much More With Special Guest Jeff Hoffman. https://www.vantrumpreport.com/wp-content/uploads/2026/02/VTRPodcast02-04-2026.m4aPodcast: Play in new window | DownloadSubscribe: RSS
Growing up on a cattle operation in Australia, Sam Rogers spent a lot of evenings waiting for his dad to come home. That ranching rhythm of early starts, late finishes, and constant risk was just “how it’s always been done.” Sam watched it and quietly decided it shouldn’t have to stay that way.Unlike a lot …
How To Think About Building NEW Technology on Your Farm and Ranch Read More »
McKinsey & Company recently released an analysis of publicly traded global agricultural companies that outperform the rest by sustaining performance across agricultural cycles. I thought it was worth sharing in the hopes that the rest of us might glean better business models, decision-making processes, or general insights we might be missing in our day-to-day operations. …
For the first time since 2012, school cafeterias will once again be serving whole milk to students. The “Whole Milk for Healthy Kids Act” was signed into law on January 14. 2026, and immediately rolls back years of policy shift that left schools offering students only fat-free or 1% low-fat milk.Schools first began including milk …
Whole Milk is Back in Schools – What it Means for the Kids and US Dairy Read More »
In this episode… Kevin Van Trump and Todd Loechler sit down and discuss current corn, soybean, and wheat markets, year-round E15, Chinese bean buying, and winter weather worries. The pair also discusses the Fed, who will be the next Fed Chair, when we will see the next rate cut, and why Kevin remains short the …
America once built a factory school that turned farm kids into aircraft technicians in a matter of weeks, and then used that talent pipeline to help win a World War. For producers reading this in 2026, the story is less about nostalgia and more about what happens when an industry stops complaining about a labor …
Private equity seems to have lost its appetite for the once red-hot “foodtech” sector. Wildly overhyped – and overvalued – experiments in things like fake meat, vertical farming, and every variation of food delivery imaginable have wrecked investor confidence. Adding to the pressure is a rapidly evolving regulatory environment, as well as shifting debate about …
What Insiders are Tracking in the FoodTech Sector in 2026 Read More »
The United States is the third-largest country in the world by area, with approximately 2.43 billion acres of land. More than half – 1.3 billion acres – is privately owned. About 47% of those acres are mostly forest, with the rest being farms and ranches. The largest owners of that land don’t tend to vary much from year …
LA Rams Owner Stan Kroenke Now America’s Largest Private Landowner Read More »
In this episode… Kevin Van Trump and Todd Loechler sit down and discuss current corn, soybean, and wheat markets, including price targets for both the 2025 and 2026 crops. The pair also discusses the current macro and geopolitical wild-cards and how they are positioning their current investments, including stocks, metals, real estate, land, etc… There …
