On the Record Podcast

[Podcast] Ag Equipment Tariff Cut to 15%; Plus, CNH Reorg Consideration & Latest Dealer Sales Forecasts

kschmidt@lessitermedia.com — Fri, 05 Jun 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at President Trump's tariff reduction on ag equipment, the latest dealer sales forecasts, and how high input costs are keeping farmer sentiment down.

[Podcast] Future Interest Rate Cuts Unlikely

kschmidt@lessitermedia.com — Fri, 22 May 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at the impact interest rates are having on the ag market.

[Podcast] Farmer Sentiment Drops in April with Current, Future & Capital Investment Indices All Down

kschmidt@lessitermedia.com — Fri, 08 May 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we review the decline in farmer sentiment in April, which saw the Ag Economy Barometer and the Farm Capital Investment Index drop to their lowest levels since October 2024.

[Podcast] Art's Way Q1 Sales Up 27% and Yetter Finalizes Martin Acquisition as European Outlook Dips

kschmidt@lessitermedia.com — Fri, 24 Apr 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, Art’s Way Mfg. benefited from increased demand for its ag segment products, reporting Q1 sales up 27.3%.

[Podcast] Deere R2R Settlement, Change in Tariffs & Monarch Tractor’s Shuttering

kschmidt@lessitermedia.com — Fri, 10 Apr 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we have details on Deere agreeing to pay $99 million into a settlement fund for the right-to-repair class action lawsuit, and what this means for dealers as Eric Wareham discusses R2R legislation in states like Iowa.

[Podcast] Titan Machinery Exceeds Inventory Reduction Goal, CEO Sees 'Pivotal Step' for Next Cycle

kschmidt@lessitermedia.com — Fri, 27 Mar 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we have details on Titan Machinery surpassing its Fiscal 2026 inventory reduction target of $150 million and CEO Bryan Knutson’s perspective on positioning the company for the next phase of the cycle.

[Podcast] Ritchie Implement Fills Gap Left by AGCO Dealers Exiting the Market in Wisconsin

kschmidt@lessitermedia.com — Wed, 18 Mar 2026 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we have details on Case IH dealer Ritchie Implement adding the AGCO line to its offering, and what the additional will mean for their business.

[Podcast] Cattle Continues to be Bright Spot for Equipment Industry

kschmidt@lessitermedia.com — Fri, 27 Feb 2026 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we share an update on the beef producers and their equipment plans.

[Podcast] Reporting from National Farm Machinery Show: Yetter News, R2R Updates, Technology Updates & More

kschmidt@lessitermedia.com — Fri, 13 Feb 2026 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we report on Yetter Manufacturing’s acquisition of Martin Industries.

[Podcast] Deputy Ag Secretary Backs Farmers in Right-to-Repair Debate

kschmidt@lessitermedia.com — Tue, 27 Jan 2026 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, USDA Deputy Secretary Stephen Vaden puts right-to-repair in the national spotlight.

[Podcast] Technology Offers Opportunities While Equipment Sales Continue to Lag

kschmidt@lessitermedia.com — Fri, 09 Jan 2026 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we bring you highlights from the Precision Farming Dealer Summit and National No-Tillage Conference. Representatives from CNH, AGCO and Kubota were on hand and shared their outlook for autonomy in the ag market.

[Podcast] Previewing the 2026 Dealer Business Outlook & Trends Report

kschmidt@lessitermedia.com — Wed, 24 Dec 2025 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we are closing out the year by dedicating the episode to a preview of the 2026 Dealer Business Outlook & Trends Report.

[Podcast] Ag Industry Responds to Trump’s Emissions Comments & Interest Rate Cut

kschmidt@lessitermedia.com — Fri, 12 Dec 2025 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at a recent lawsuit between Case IH dealer Burks Tractor and Monarch Tractor.

[Podcast] Dealer Sues Monarch Tractor for ‘Breach of Contract’

kschmidt@lessitermedia.com — Wed, 26 Nov 2025 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at a recent lawsuit between Case IH dealer Burks Tractor and Monarch Tractor.

[Podcast] Manufacturers Challenged with Balancing Tariff Costs & Equipment Prices

kschmidt@lessitermedia.com — Fri, 14 Nov 2025 07:00:00 -0500

In this episode of On the Record, brought to you by Associated Equipment Distributors, we get a market update from Curt Blades, senior vice president of AEM.

[Podcast] Examining OEM Dealer Agreements, USDA Resumes Aid & the Outlook for Precision Ag

kschmidt@lessitermedia.com — Fri, 24 Oct 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we talk with NAEDA Director of Dealer Development Tom Healy about some of the dealer-manufacturer relations issues the association has tackled this year.

[Podcast] John Deere Dealer in Legal Battle with Former Exec

kschmidt@lessitermedia.com — Fri, 10 Oct 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at dealers initial forecasters for 2026 and their latest forecast for 2025 sales.

[Podcast] Dealers Forecasting Continuing Declines in 2026

kschmidt@lessitermedia.com — Tue, 30 Sep 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at dealers initial forecasters for 2026 and their latest forecast for 2025 sales.

[Podcast] Steel & Aluminum Tariffs Pressure Ag Equipment Market

kschmidt@lessitermedia.com — Fri, 12 Sep 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at how the additional 407 tariff lines to the steel/aluminium tariff list will mean for manufacturers and dealers.

[Podcast] Claas Invests in North American Market and More from the Farm Progress Show

kschmidt@lessitermedia.com — Fri, 22 Aug 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we report from the Farm Progress Show, with an interview from Claas’ Eric Raby.

[Podcast] Interest Rates Hold Steady, Farmer Sentiment Drops Again

kschmidt@lessitermedia.com — Fri, 08 Aug 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at the Fed’s decision to hold interest rates and what to expect for the remainder of the year.

[Podcast] Right to Repair Watch & Shortline Manufacturers' Impact on Dealers

kschmidt@lessitermedia.com — Fri, 25 Jul 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we discuss how the National Defense Authorization Act could impact the right to repair movement.

[Podcast] Texas Flood Impact, Dealers Rank the Main Lines & Used Combine Update

kschmidt@lessitermedia.com — Fri, 11 Jul 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at how the flooding in Texas will impact the ag industry and check in with some dealers in the region.

[Podcast] Dealers Less Pessimistic in Forecast than OEMs

kschmidt@lessitermedia.com — Fri, 27 Jun 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at CNH Industrial’s goals for growing its precision business by 2030. In the Technology Corner, Noah Newman looks into why more precision technology is showing up on smaller farms.

[Podcast] Tracking Big Dealers, the Big Beautiful Bill & How Trade Policy is Impacting Canada

kschmidt@lessitermedia.com — Fri, 13 Jun 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at dealer consolidation has impacting the number of big dealers in 2025.

[Podcast] CNH Doubles Down on Precision Tech

kschmidt@lessitermedia.com — Fri, 23 May 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at CNH Industrial’s goals for growing its precision business by 2030.

[Podcast] CNH Navigates U.S. Manufacturing and Tariff Pressures on Ag Equipment

kschmidt@lessitermedia.com — Fri, 09 May 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we take a look at CNH Industrial’s U.S.-based manufacturing and the potential impact of steel tariffs.

[Podcast] Study Shows Consistent Yield Improvements with High-Speed Planter Tech

Fri, 25 Apr 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, Jason Webster, commercial agronomist with PTI Farm, breaks the results of PTI Farm’s 2024 High Speed Planting Corn Study.

[Podcast] Changing Tariffs Stir Ag Industry Response

Fri, 11 Apr 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we have reports from both the Farm Equipment Manufacturers Supply Summit and the North American Equipment Dealers Association's Legislative Fly-In.

[Podcast] Titan Lowers Inventory to Just 13% Above Pre-Covid Levels

Thu, 27 Mar 2025 08:00:00 -0400

In this episode of On the Record, brought to you by Associated Equipment Distributors, we look at Titan Machinery’s Q4 and FY 2025 earnings, and the improvement in inventory levels over the last 2 quarters.