Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Mar 2021
Weekly market outlook: Mar. 8-12 - grab the bull by the horns
Jarod Creed replaces the breakeven with a profit goal and shows how sales can push the price you still need below where crop insurance would kick in.
Feb 2021
Weekly market outlook Mar. 1-5: Don't panic
Jody Lawrence explains how China's hog rebuild and a lost US crop reset grain prices, and why insurance can lock a profit before planting starts.
Feb 2021
Sticker shock: crop insurance decision time
Steve Johnson breaks down 2021's $4.57 corn and $11.82 bean prices, higher volatility factors, and why cutting coverage to save premium backfires.
Feb 2021
Ag perspective with Ken Root
Ken Root on why China stays a key market, how 1970s land decisions soured by 1988, and what farm families should do about transition planning now.
Feb 2021
Weekly market outlook Feb. 22-26th: volatility marches on
Grant Shimek explains why a margin call can freeze your decision making, and how to size positions so protecting a 30 percent ROI stays possible.
Feb 2021
Market volatility ahead? Weekly market outlook, Feb 15-19
Joe Vaclavik explains how to read fund positioning, why the 2020 balance sheet tightened on production, and how to plan sales before a weather scare hits.
Feb 2021
Are you ready for market volatility? - weekly market outlook: Feb. 8-12
Brian Splitt shows how to pick marketing tools by the margin call risk you can live with, and why locking in your insurance floor comes first.
Jan 2021
Weekly market outlook: Feb. 1st-5th - first week for spring insurance price discovery
Jarod Creed on judging marketing by your all-in average, pairing 30 to 50 percent sold with insurance, and using the February discovery window.
Jan 2021
Weekly market outlook, Jan. 25th-29th: welcome to market volatility
Mark Welch of Texas A&M tests whether a rally has a demand story behind it, and builds price and time targets that take emotion out of the sell decision.
Jan 2021
Marketing perspective for Jan 19-22nd and the weeks ahead
Clark Neighbors separates demand led markets from investor led ones, and explains why a new crop hedge belongs in the new crop month, not the old one.
Jan 2021
Weekly market outlook with Jarod Creed: Jan. 10-15th
Jarod Creed shows how the February insurance price turns crop insurance into a marketing floor, and why incremental sales beat waiting for a top.
Jan 2021
Weekly market and new year outlook with Joe Vaclavik
Joe Vaclavik explains why long-term market outlooks rarely help farmers, how record fund length distorts prices, and why incremental sales still win.
Dec 2020
Dr. Gary Schnitkey, University of Illinois: 2020 review, 2021 outlook
Gary Schnitkey on why 2020 grain income beat 2019, why he sees interest rates staying low, and where to put the money: land, tile, and grain storage.
Dec 2020
Goodbye to 2020: weekly market outlook
Jarod Creed of JC Marketing rejects percentage-sold targets in favor of selling the exact bushels that lock a profit, then covering the rest.
Dec 2020
Will Santa leave a marketing present under the tree?
Mark Welch explains why a December rally deserves a decision, how fund premium can vanish, and what the top 20 percent of corn farms do differently.
Dec 2020
Weekly market outlook: Dec. 14-18th
Grant Shimek explains how markets correct in time as well as price, why crowded assumptions about China are dangerous, and how to protect a strong ROI.
Dec 2020
Weekly market outlook Dec. 7-11th
Clark Neighbors breaks down a demand-driven rally, how logistics and basis windows shape selling decisions, and why standing orders beat waiting.
Nov 2020
Sunday market outlook: December decision drivers
Jarod Creed explains why a revenue per acre goal, not a price target, should drive grain sales, and how China's shift to Brazil reshapes basis risk.
Nov 2020
February: end of soybean price strength?
Joe Vaclavik explains why US soybeans lose their edge once Brazil ships, why fund length matters, and why long range forecasts are not actionable.
Nov 2020
Sunday outlook: China vs. South American weather
Garret Brown breaks down why the bullish November USDA report faded, the corn shipment pace exports need, and whether China or Brazil sets price.
Nov 2020
Veterans Day, markets, controlled drowning
Brian Splitt on the USDA cutting corn carryout to 1.7 billion bushels, where December corn support sits, and hedging $10.30 beans with a call spread.
Nov 2020
Sunday market outlook: a post-election market, how long can price strength last?
Steve Johnson on tracking local basis for ten years, why commercial storage rarely pays, and the counterparty risk hidden in deferred payment contracts.
Nov 2020
Sunday market outlook: new week, new month, new president?
Grant Shimek argues that sales defended by return on investment beat sales timed on a hunch, and explains how to plan reownership before you need it.
Oct 2020
Sunday market outlook: market movers to watch in the week ahead
Brian Splitt reads market structure as instruction: no carry and strong basis mean sell the cash, then own the upside on paper instead of the bin.
Oct 2020
Sunday market outlook: will demand continue to drive the corn and soybean markets higher?
Clark Neighbors converts market carry into cents per bushel per month, a simple test for whether storing grain still pays, and reads a demand-led rally.
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