FARMCON Conversations

NEW FARMCON PODCAST – This week’s conversation begins with Kevin and Todd breaking down the USDA Acreage and Quarterly Stocks reports and what they believe the numbers are really telling us about corn demand, acreage, and the market’s outlook heading into the heart of the growing season. Kevin explains why he believes the long-term downside for corn and soybean prices may not be...

NEW FARMCON PODCAST – This week Kevin and Todd start out with a brief discussion on grandparents actively involved in their grandkids’ lives. Kevin shares why you might not want to trust the view from the road in wet areas and why he believes the overall downside for corn and beans may not be as low as it has been in the past 20 years thanks to demand and technology. Todd then asks Kev...

NEW FARMCON PODCAST – This week Kevin discusses the why’s and what’s of a new series in the report… “Building an Agriculture Brand.” He and Todd also share that they are soon to release a business consulting arm to their ventures, to help anyone trying to build and scale an ag business. In his commodity comments, Kevin speaks to his belief the “globalization&#82...

NEW FARMCON PODCAST – This week Kevin and Todd start out sharing the realities of getting older and facing it head on. Then, Kevin shares his current thoughts on the commodity markets and the pair dive deep into “data” in response to a reader’s email following our Scope 3/Biological Pivot story on Monday. Kevin goes on to share his perspective on the “higher for longer&#822...

NEW FARMCON PODCAST – This week Kevin Van Trump shares his current thoughts on commodities, why he and the family “background” some of their real estate investments and how he got where he is by taking action while others are still researching their next steps. The two then discuss how most people get in their own way while trading, investing and making business decisions. Kevin...

NEW FARMCON PODCAST – This week Kevin Van Trump shares his “bushels are bullets” perspective in regards to his crop marketing, along with other relevant analogies to help producers see the big picture and know when to fire their guns! Kevin and Todd dive into the Macro arena where yields and the stock markets are high and consumer sentiment isn’t. Just a reminder that the s...

NEW FARMCON PODCAST… This is a not-to-miss episode with Kevin Van Trump, Todd Loechler, and Walter Cronin of White River Nutrition, a U.S. soybean processing company. Stay tuned all the way through to find out why Walter says the U.S. soybean farmers need to hold on because you’re going to see a great decade ahead. Leading into that Kevin shares his commodity outlook and his positions. Kevin...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler start out by breaking down the latest WASDE numbers and what they mean for you. They also dive into current crop conditions, planting progress, wheat ratings, and the potential impact of Trump/Xi talks plus standalone E15 legislation. Kevin shares his thoughts on why markets are hitting records amid high oil prices, sticky inflation, and geopo...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with Joe Sinclair, Founder and CEO, Quality Ag Service of Iowa, to discuss the current crop market conditions, planting concerns, and perhaps more importantly, where fertilizer and input prices might be headed. Joe also provides some valuable insight from the ag retail perspective on farm budgeting, the impact of see-and-spray technol...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss their latest moves in the corn, soybean, and wheat markets. Kevin discusses why he likes making backend sales in both corn and wheat, but is a bit more hesitant in the soybean market. There’s some extensive talk about the importance of weather and war headlines and how they are impacting our agricultural markets. Kevi...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss the latest in geopolitics and how long fuel and fertilizer prices might stay elevated, and what that means for corn, soybean, and wheat prices. Kevin also takes the time to explain his marketing game-plan for this growing season and what he is thinking about 2027 prices. There’s also some great discussion around Kevin...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss their updated corn, soybean, and wheat outlook, along with recent sales and new price objectives. There are also some deeper discussions about the importance of “time” in our grain marketing programs. Kevin and Todd also discuss investing in the collectible tractor and farm equipment market. The future of intere...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss the current corn, soybean, and wheat markets and also provide their updated sales targets. There are also discussions about the current conflict in the Middle East, rising input costs, rising interest rates, and how all of this might impact Wall Street, Main Street, and rural economies. Kevin also talks about his current in...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down to discuss the current corn, soybean, and wheat markets and also provide their updated sales targets. There is some debate about the latest USDA data regarding new-crop planted acres. There are also discussions about the conflict in the Middle East, along with Kevin’s current thoughts regarding the stock market, and what he like...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guests Gary Lezak, Founder and CEO of Weather 20/20, to discuss the upcoming planting and growing season weather forecasts and how Gary and his team is bringing unparalleled weather data and predictive analytics to the world of agriculture. Kevin and Todd also get into a deeper discussion about the current conflict in the...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guests Jay Felton, Partner at Lathrop GPM LLP, and proud fifth-generation Missouri farmer, to discuss the future of AI on the farm and the workplace. Deeper discussions about the future of glyphosate and where herbicides and pesticides are headed. The group also discusses current corn, soybean, and wheat markets. The ongo...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guests Tom Willis, CEO, Conestoga Energy Holdings to discuss important developments in the biofuel (RVO’s, E15, 45Z, 45Q, SAF, etc..) and ag sectors. The group also discusses current corn, soybean, wheat, and cattle markets. The recent USDA report and what 2026 might look like for producers and end users. The group...

NEW FARMCON PODCAST… Kevin Van Trump and Todd Loechler sit down with special guest Carter Williams, CEO, iSelect to discuss important developments in the ag sector and US military development. Carter consults and spend a considerable amount of time with leaders in Washington, so his insight and perspective is extremely important to understand. The conversation also dives deeper into AI and how it...

Kevin Van Trump and Todd Loechler sit down in this episode and discuss current corn, soybean, and wheat markets. NEW price targets for upcoming CORN and SOYBEAN SALES , and thoughts regarding recent WHEAT SALES . The team also discusses NEW stock positions and overall portfolio adjustments based on shifts and changes associated with AI, increased tech spending, and the new tariff rulings from the...

In this episode… Thoughts on the current corn, soybean, and wheat markets after the USDA report, why Kevin is currently holding bearish corn and soybean positions, new positions in gold and silver, some interesting conversation about the future of AI and how it might impact the US economy and generational wealth building efforts, immigration, the Super Bowl, and much more!

In this episode… Thoughts on the current corn, soybean, and wheat markets after the USDA report, why Kevin is currently holding bearish corn and soybean positions, new positions in gold and silver, some interesting conversation about the future of AI and how it might impact the US economy and generational wealth building efforts, immigration, the Super Bowl, and much more!

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.

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 US dollar, and a few recently added new stock positions. There is also some conversation...

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 is also some conversation on a few hot collect...

Kevin Van Trump and Andy Daniels sit down with Dave Parker and Tom Willis to discuss current thoughts regarding new tariffs, trade war, crop prices, biofuel, sorghum seed, and policy changes for agriculture in 2025. There are also lots of other great topics discussed. This is an episode you don’t want to miss heading into next week!