America’s farmers can’t seem to catch a break. Years of thin margins and rising costs have already stretched them to the limit. And now, war with Iran is making things even harder. The conflict is driving up global energy and fertilizer prices, pushing producers into tough decisions about what to plant and at what price to sell. At the same time, farmers are still dealing with the impact of tariffs, rising land costs, and stiff competition from agricultural powerhouses like Brazil. On this episode, we’re joined again by Jeff Kazin and Mike Rohlfsen, founders of Agris Academy, which advises farmers on managing risk. They walk us through how global turmoil reaches all the way into the US heartland and into the American food supply.
Subscribe to the Odd Lots Newsletter
Join the conversation: discord.gg/oddlots

How Airlines Actually Hedge Higher Fuel Prices
53:30

Everything in Markets Is Now Moving Incredibly Fast
44:17

Why Building a Crosswalk in LA Is Kafkaesque
21:57