19 Mar 2026
47m

How War in Iran Will Squeeze America's Farmers Even Further

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Odd Lots

The podcast explores the economic pressures facing American farmers, particularly rising land costs and the impact of trade policies. It highlights how land values have decoupled from economic value creation, behaving more like gold due to investor interest and the stabilizing effect of federal crop insurance. The discussion covers how trade disputes with China have incentivized foreign investment in alternative agricultural markets like Brazil, potentially undermining the long-term competitiveness of U.S. farmers. Despite increased productivity and efficiency gains, farmers are threatened by the oligopolistic supplier environment and the uncertainty surrounding government support. Agris Academy founders Jeff Kazin and Mike Rohlfsen advise farmers to adopt a disciplined risk management approach and take advantage of market opportunities to hedge against future price volatility.

Outlines

Part 1: Context, Crisis, and Education

Part 2: Economic Pressures and Land Dynamics

Part 3: Operational Decisions and Financial Risks

Part 4: Strategy and Future Outlook

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