Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Oct 2019
Big impact report: what does it mean?
Duane Lowry breaks down the October 2019 USDA report: corn yield 168.4, carryout 1.929 billion, bean ending stocks cut to 460 million bushels.
Oct 2019
Dad's Wisdom: Tom Husnik
Tom Husnik on the four side businesses his family ran, why delivering the product earned premiums, and the cost-of-production rule his banker gave him.
Oct 2019
Top 10 fall marketing tips
Ten fall marketing steps from Chris Barron: set a margin target instead of a price target, and convert MFP and insurance checks into cents per bushel.
Sep 2019
Sunday market outlook
Duane Lowry explains why basis strength, fund short covering and slow harvest matter more than the weekly price move for farmers pricing corn.
Sep 2019
Dad's wisdom: Part 1 with Gary Nelson
Gary Nelson rented 80 acres in 1973, hit bottom by 1977, and rebuilt to 4,700 acres. What he learned about borrowing, marketing and off-farm income.
Sep 2019
Yield trends and market reaction
Early corn yields are coming in below expectations while funds hold 170,000 short contracts. Duane Lowry explains why basis stays stronger than normal.
Sep 2019
Markets, acres and bears, oh my
Duane Lowry and Brad Downing on China buying again, soybeans 5 to 8 bushels under APH, and a corn yield closer to 160 than USDA's 169.5 bushels.
Sep 2019
Sunday night market update
Duane Lowry argues a farmer always carries risk and shows how to judge whether selling actually lowers it, using carryout, basis and market sentiment.
Aug 2019
Market update: what's up with corn and soybeans this week?
Duane explains why basis and flat price have to be forecast together, and how to rank crops by the return each one earns per bushel of storage space.
Aug 2019
Markets reset for a new week
Duane Lowry on why weekend rains may not break the market, a record Kansas City wheat discount, and when locking in harvest basis makes sense.
Aug 2019
Details on the Pro Farmer Midwest Crop Tour process
Brian Grete explains the Crop Tour's math: 35 paces in, two 30-foot rows, ears 5, 8 and 11, and why prevent plant acres are never sampled on the routes.
Aug 2019
August 12th USDA pre-report discussion
Chris Barron and Duane preview the August 12, 2019 USDA report: a 1.6 billion bushel corn carryout guess, 80 million harvested acres, and yield risk.
Aug 2019
Irrigation, SW crop report
Russell French explains irrigation capacity, split planting dates, LEPA pivots and population choices that keep High Plains corn crops profitable.
Aug 2019
Red to green on the screen; what does it all mean?
Duane Lowry breaks down the week corn fell to $4.10 and beans to lows, why liquidation drove it, and why new crop basis stayed 30 cents strong.
Jul 2019
16 state crop condition report
Chris Barron and Shay Foulk report July 2019 crop conditions across 16 states: prevent plant totals, maturity delays and why soybeans worry them most.
Jul 2019
Sunday night outlook: discussion for a new week
Duane Lowry reads the late-July 2019 corn market: a dry two-week forecast, late pollination, funds still short beans, and why he expects strength.
Jul 2019
Wrapping up the week with Grant Shimek
Grant Shimek on corn drifting toward $4.20, why dryness needs heat to move the board, softer basis as ethanol plants close, and the August 12 report.
Jul 2019
Sunday night outlook: expectations, rumors, and conviction
Duane Lowry reads the Sunday night trade: November beans between $8.80 and $9.45, December corn near $4.20 support, and fresh China buying rumors.
Jul 2019
Red everywhere: what's going on?
Broker Grant Shimek marks the corn, soybean, and wheat levels where you play defense, plus the downside zones he would not rule out this summer.
Jul 2019
End of the upturn as we know it?
Duane Lowry on an 11 cent down day in corn and beans, why crop ratings mislead in a late year, and the sweet corn row counts he is watching now.
Jul 2019
Hot dry forecast: heating up the grain markets this week?
Duane Lowry explains why a weather rally arrives before the trade believes it, and why margin targets beat price targets when volatility shows up.
Jul 2019
Hot, dry forecast driving the grain markets higher next week?
Duane Lowry explains how fund positioning fuels a weather rally, why spreads move first, and why every producer should decide off their own farm numbers.
Jul 2019
Reports, pineapple corn, and a strong market close
Duane Lowry explains why corn closed 8 cents higher on a 2 billion bushel carryout print and what heat in the 6 to 14 day forecast could do next.
Jul 2019
Opportunities ahead?
Duane Lowry on stalled crop ratings, heat in the 6 to 10 day maps, corn resistance at $4.80 and $5.20, and why beans may lead any weather rally.
Jul 2019
5 state crop tour: the good, the bad, and the ugly
Chris Barron and Shay Foulk grade 2019 crops state by state from Iowa to Ohio, with Ohio at 1 percent good, 29 percent bad, and 70 percent ugly.
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