FARMCON Conversations 06–10-2026

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” rate debate surrounding the Fed, as well as the upcoming SpaceX IPO and how he is positioned and what history might teach us about them. Lots of great depth in this one so don’t miss it!