Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
May 2021
Crop update: SW Minnesota is cold and dry
Neil reports the most timely planting he has seen in southwest Minnesota, temperatures 15 degrees below average, uneven emergence and a dry soil profile.
May 2021
Weekly market outlook May 17th-21st: volatility, where to from here?
Chris Wilson separates a liquidity break from a fundamental change, and explains the sell-and-reown playbook for staying active during a bounce.
May 2021
Crop update from Indiana
Two Indiana growers on May 2021 planting progress, a Mother's Day flood in the central part of the state, and holding 115-day corn into late May.
May 2021
Crop update from Michigan, Wisconsin, and Iowa
Three growers report May 2021 planting: Michigan wheat and 30-over basis, a 36-row Wisconsin planter, and Iowa no-till beans surviving frost.
May 2021
Crop update from Ohio
Mark Schaffer reports north central Ohio rained out two weeks, corn near 35 percent planted, and explains why he doubts a late shift to corn acres.
May 2021
Market horsepower: weekly market outlook May 10-14
Ryan Moe on beating seller's remorse: judge each sale by whether it would still make you happy as the worst sale of the year, then manage the average.
May 2021
Spring fieldwork and planting update from Canada
Trevor Thompson calls in from the tractor in Saskatchewan: over 30 percent seeded, 16 to 18 inches of moisture, and the highest canola price he has seen.
May 2021
Spring fieldwork and planting update from Nebraska
Zach Paulman plants 2,500 acres of popcorn in western Nebraska, with populations of 28 to 34 on irrigated and 14 to 16 dryland, and all yellow corn in.
May 2021
Spring fieldwork and planting update: planting drought in North Dakota
Chase Dewitz on 1.06 inches of moisture since September, cutting fertilizer to a 2x2 starter, positive cash basis, and cows heading to town in June.
May 2021
Volatility continues: weekly market outlook, May 3-7
Grant Shimek reframes a volatile spring as a return on investment decision, and explains why a floor you will actually hold beats a hedge you panic out of.
May 2021
Spring fieldwork and planting update from Iowa
Chris Barron reports very dry northeast Iowa soils, the fastest planting pace he has seen, April 6 soybeans already emerged, and a strong cash basis.
Apr 2021
Spring fieldwork and planting update from Missouri
Rance Daniels reports 75 percent of southeast Missouri rice planted, dry fieldwork running ahead of schedule, and easier lender talks on better prices.
Apr 2021
Spring fieldwork and planting update from Arkansas
Fred Black farms cotton, corn, rice and soybeans near Dumas, Arkansas. Corn is 90 percent planted, rice acres are down by half, and cotton waits a week.
Apr 2021
What's up with these grain markets?
Mark Welch converts tight stocks into days of supply, uses analog years as bookends, and asks what your worst sale of the year would actually cost you.
Apr 2021
Weekly market outlook: Apr. 19-23rd - market drivers for the upcoming week
Chris Wilson of Atten-Babler on reowning every new crop sale with a call, why record fund length cuts both ways, and setting a home for old crop bushels.
Apr 2021
Spring fieldwork and planting update from southwest Illinois
Dave Eidman at Mascoutah, Illinois on three days of anhydrous, an inch of rain, corn on corn second thoughts, and ADM new crop basis bids for fall.
Apr 2021
Spring fieldwork and planting update from North Dakota
Levi Taylor reports from southeast North Dakota: drills parked in wet fields, frost still coming out, acres up after prevent plant, corn basis near zero.
Apr 2021
Markets focus on weather now: weekly market outlook, Apr. 12-16th
Jarod Creed gives a calendar for weather risk, explains why early dryness is bearish, and shows how options keep percent sold flexible as prices rise.
Apr 2021
Spring fieldwork and planting update from Texas
Russell French reports Texas corn from V7 in the Rio Grande Valley to unplanted Panhandle acres, plus a big acreage shift into grain sorghum.
Apr 2021
Spring fieldwork and planting update from Alabama
Drew Wendlandt farms an hour west of Montgomery. He explains why 12 inches of rain since March 15 means replanting, and how his acres split this year.
Apr 2021
Spring marketing opportunities: weekly market outlook, April 5-9th
Clark Neighbors of BIS Commodities explains why planting season sales, standing offers and carry versus inversion should drive your spring marketing.
Mar 2021
Pre-prospective plantings report discussion
Garret Brown previews the March 2021 acreage report: 93.2M corn, 90M soybean and 45M wheat estimates, drought in spring wheat country, safrinha risk.
Mar 2021
Weekly market outlook: volatility continues
Joe Vaclavik shows how to read fund positioning as a selling filter, and why you should never abandon grain marketing when prices look strong.
Mar 2021
Weekly market outlook: March 15-19
Grant Shimek explains why a strong return against your insurance guarantee outranks any analyst opinion, and how higher spec limits cut both ways.
Mar 2021
Gavin Spoor: first generation Missouri popcorn farmer
Gavin Spoor started farming 6 acres at 19 and added popcorn. He covers seed cost, combine settings, 10 to 15% cleaning loss, and selling direct to stores.
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