The Pacesetter Pod

Show Highlights:

• How Compeer Financial positions its identity and impact in agribusiness. [03:40]
• Multilateral collaboration as an ag innovation accelerator. [07:29]
• How an abundance mindset, not zero-sum thinking, benefits ag. [12:20]
• Why long-term rural community development matters for true sustainability in ag. [16:36]
• Defining a strong organizational culture and articulating its essence as a leader. [27:46]
• The risks of prioritizing client outcomes over values. [36:44]
• Upside lessons from a tri-party ag credit banking merger. [40:08]
• Navigating the current state of uncertainty in ag. [49:36]

Learn more about Compeer Financial at https://www.compeer.com/.

To connect with Jase Wagner on LinkedIn, go to https://www.linkedin.com/in/jase-wagner-1a1b614/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Discover the origins and key role of NOPA in oilseeds. [05:04]
• The latest science vs. sentiment conversation on seed oils in food. [09:01]
• Are seed oils ultra-processed as the MAHA Commission asserts? [11:12]
• Why clear policy signals from RVOs and 45Z tax credits are critical. [18:54]
• How 45Z policy changes will directly benefit domestic farmers and producers. [21:38]
• Will the 45Z extension revive soybean crush capacity? [25:47]
• Sunsets, uncertainties and policy shocks behind plant closures in ag. [29:31]
• Is RVO an artificial demand driver? [33:59]
• What long-tail risks to U.S. export competitiveness are likely from the trade war with China? [46:21]
• How to follow or connect with NOPA. [54:13]

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• How Tractor Zoom transforms sales and inventory workflow for ag equipment dealers. [04:32]
• Real-time marketplace visibility and price discovery using AI. [08:07]
• Tractor Zoom's origin story and the power of leveraging genuine pain points. [14:26]
• Why true value comes from workflow integration, not data for data's sake. [19:49]
• The importance of dealer–farmer relationships in the equipment value chain. [23:20]
• Is Tractor Zoom poised to adapt to farm and dealer consolidation? [28:58]
• Balancing customer-driven innovation with the internal product roadmap. [37:31]
• Data-driven sales acceleration, multi-OEM quoting, and more AgTech on the horizon. [41:25]
• Potential for lateral growth and industry comparisons. [43:49]

Learn more about Tractor Zoom at https://www.tractorzoompro.com/.

Kyle McMahon on LinkedIn: https://www.linkedin.com/in/kyle-mcmahon-0440954b/

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Root + Beta's niche marketing for John Deere dealer groups and scope of services. [03:35]
• Emerging trend of cross-border M&As in ag equipment. [07:38]
• Potential risks to customer retention during M&A branding. [15:43]
• Why failure to engage staff in the M&A process is a critical PR misstep. [19:57]
• How to plan and execute external and internal M&A communications. [23:39]
• Storytelling to create concurrent legacy and prospective customer buy-in. [27:32]
• Importance of employee training to navigate a reprioritized customer base. [31:02]
• The power of authenticity and highlighting differentiators—not overselling—in post-deal branding. [37:25]

Learn more about Root + Beta at https://rootandbeta.com. To connect with Andrew Levenson on LinkedIn, visit https://www.linkedin.com/in/andrew-levenson/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Grain's global oversupply and the myth of 10 billion mouths to feed. [05:53]
• Prospects for biofuels amid surplus grain production. [08:08]
• Post-China grain export market - can we replace lost demand in the aggregate? [10:07]
• The free trade "hard reboot" and shift from multilateral to bilateral agreements [17:49]
• Ag market access and protectionism in Japanese rice and Canadian dairy. [27:26]
• BRICS and de-dollarization is not the competitive threat we need to worry about. [32:15]
• The inefficiency burden of diversifying U.S. grain exports. [42:37]
• Preparing for growth despite market headwinds. [48:34]

CoBank Knowledge Exchange: https://www.cobank.com/Knowledge-Exchange/

Rob Fox on LinkedIn: https://www.linkedin.com/in/robert-gregory-fox/

Tanner Ehmke on LinkedIn: https://www.linkedin.com/in/tannerehmke/

To sign up for the KED Gleanings weekly newsletter, contact Jacqui Fatka at [email protected]

Show Highlights:

• Transforming the way farmers use digital solutions. [03:16]
• Addition through subtraction: how killing the paper scale ticket creates new value. [06:24]
• The myth of tech-resistant farmers and barriers to adoption. [12:07]
• Bushel's strategy of selling to agribusinesses, not growers. [19:05]
• Why white-label solutions are the efficiency optimizer in ag. [26:41]
• Additive agtech focuses on enhancement, not disruption. [31:07]
• Use cases, flaws and forecasts for LLMs ag. [34:49]
• The importance of digitizing CRM adoption to leverage AI benefits. [41:20]
• The coming wave of autonomy and robotics in agriculture. [45:37]
• Self-driving trucks are an opportunity, not a threat. [49:22]

Explore Bushel by visiting https://bushelpowered.com/.

To connect with Jake Joraanstad, go to https://www.linkedin.com/in/jakejoraanstad/ or find him on X at @jakefromfargo.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Dusty's "Formula for Growth Success" framework. [03:59]
• How to keep strategy alive, not static, to seize real market opportunities. [09:36]
• Clear strategies and simplifying strategic-fit decision-making in agribusiness. [15:30]
• The power of decisions deferred in M&A. [18:19]
• The key to securing shareholder buy-in. [24:34]
• How the market rewards you for growth and execution. [31:58]
• The reputational influence of stewardship in agribusiness. [35:49]
• Ascendant Partners' full-suite of growth services for the ag industry. [40:29]
• Navigating distress and uncertainty in today's market. [46:03]

Learn more about Ascendant Partners by visiting https://ascendantpartners.com/.

To contact Dusty Clevenger, go to https://www.linkedin.com/in/dusty-clevenger-849b6b5/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Dusty's "Formula for Growth Success" framework. [03:59]
• How to keep strategy alive, not static, to seize real market opportunities. [09:36]
• Clear strategies and simplifying strategic-fit decision-making in agribusiness. [15:30]
• The power of decisions deferred in M&A. [18:19]
• The key to securing shareholder buy-in. [24:34]
• How the market rewards you for growth and execution. [31:58]
• The reputational influence of stewardship in agribusiness. [35:49]
• Ascendant Partners' full-suite of growth services for the ag industry. [40:29]
• Navigating distress and uncertainty in today's market. [46:03]

Learn more about Ascendant Partners by visiting https://ascendantpartners.com/.

To contact Dusty Clevenger, go to https://www.linkedin.com/in/dusty-clevenger-849b6b5/.

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• Discover Damien Lepoutre's story of Geosys and AgTech evolution. [03:50]
• How early weather-data-sharing evolved from static maps to dynamic updates. [08:32]
• Challenges of providing unique value to the customers of a proprietary solution. [12:20]
• What made acquisition by Land O'Lakes a strategic fit as an exit strategy for Geosys? [20:37]
• Excess capital and overvaluation mistakes to avoid for post-acquisition investor confidence. [26:47]
• Why did Geosys prioritize people over government funding for R&D? [31:28]
• Explore Geosys' model of goal alignment in their NASA and USDA–ARS-funded R&D. [37:47]
• Damien Lepoutre's life after Geosys as a strategic consultant for deploying digital tech in ag. [41:01]

To contact Damien Lepoutre, visit https://www.linkedin.com/in/damien-lepoutre/, or email him at [email protected].

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Show Highlights:

• The crisis of the overconcentration of underperforming grain assets explained. [01:31]
• How market trends exacerbate the issue of aging grain assets. [04:21]
• What will happen to country elevators with 45Z regulations? [07:35]
• The importance of farmer succession to preserve smaller assets. [12:15]
• Ideas to rethink production demand if you believe grain yields can plateau. [12:41]
• Who bears the burden of shuttered agricultural assets? [16:19]
• Explore the ground realities of rural blight. [21:35]
• Discover possible exit strategies for stranded assets. [23:19]
• Call for listener ideas and in-person participation in future episodes. [27:19]

If you are interested in connecting with Joe, go to LinkedIn:

https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.