Episode Library
The Ag View Pitch, organized — summaries, key takeaways, and full transcripts. Filter by what your operation is working through, or search for a guest by name.
Sep 2020
Sunday market outlook: pricing opportunities continue, but for how long?
Duane Lowry benchmarks price against years of history, argues seller's remorse costs more than selling early, and asks if demand news is already priced.
Sep 2020
CFAP 2.0: Details are finally here
Paul Neiffer breaks down CFAP 2.0: 23 cents per bushel of corn APH, 31 cents on soybeans, 39 on wheat, $55 per head of beef cattle, and payment limits.
Sep 2020
Succession and transition to the next generation
Chris Barron lists 10 succession steps: build the advisor team, write the vision and core values, map current and ideal entity structures, update the will.
Sep 2020
Duane's take may surprise you: Friday's report and producer marketing plan
After the September USDA report, Duane Lowry wants clients 100% sold on 2020 beans and corn, aggressive on 2021 corn, and holding 2021 soybeans.
Sep 2020
Macro and micro economic market movers
Texas A&M economist Mark Welch explains how recessions, inflation, and the dollar move grain prices, and a 5% rule that drops corn breakeven 40 cents.
Sep 2020
Sunday market outlook: USDA report coming up Friday
Duane reads fund positioning against price response to judge whether a rally has stalled, and explains when carry and basis argue for selling now.
Sep 2020
Dad's wisdom with Richard Seamans
Richard Seamans farmed up to 2,500 acres with his wife Shirley as bookkeeper and combine operator. His advice: keep good books and get out of debt.
Sep 2020
September 11th USDA pre-report discussion
Steve Johnson explains USDA's three survey methods and why implied ear weight could make the September 11 corn number look too big after the derecho.
Aug 2020
Mechanically unharvestable
Steve Johnson explains the RMA unharvestable rule after the 2020 derecho: zero production counted, no check strip, and why to call your adjuster now.
Aug 2020
Do declining yield prospects equal more price strength?
Duane argues producers should separate their own yield and profit math from the national yield debate, and treat crop insurance as the first risk decision.
Aug 2020
Hurricane Laura visits Arkansas
Fred Black reports 4.5 inches of rain and an hour of 50 mph wind: down corn at 50 percent harvested, flattened cotton, and which soybeans held up.
Aug 2020
Used and new equipment trends and pre-harvest inspections
Brent Judisch on gathering chain settings for down corn, running GPS one row narrow, rock traps, tire pressure, and calibrating heads before harvest.
Aug 2020
Farm economy conversation: a lender's perspective
Iowa banker Ben Pagel on running a living cash flow, refinancing to save 200 basis points, insuring grain setups at replacement cost, and the 4 Ds risk.
Aug 2020
Bullish market drivers ahead?
Duane Lowry says the harvest low is in: cut 5 to 6 bushels off USDA's 181.8 corn yield, add China demand, and carryout drops near 2.2 billion.
Aug 2020
Temporary storage post-storm and otherwise: grain bagging
Zane Erickson of North Star Ag prices grain bagging at 12 to 15 cents a bushel, explains moisture limits up to 30%, and how to site and unload a bag.
Aug 2020
The devastation of the derecho continues
An Iowa farmer lost his whole grain site to 114 mph winds. Grain bagging, a 30 percent corn yield loss estimate, and what basis does when bins vanish.
Aug 2020
Episode 200: Sunday night market outlook
Duane Lowry on why derecho losses may not move the corn balance sheet but can still move price, and how to set a sale off your own margin target.
Aug 2020
Aftermath of the Iowa derecho firsthand from a farmer
All 2,500 acres of Brandt Fehl's corn took damage from 100 mph winds. He and Chris Barron talk storage, drying 30% corn, and where basis goes next.
Aug 2020
Shay Foulk and Meaghan Anderson discuss the aftermath of the derecho
ISU agronomist Meaghan Anderson on the August 2020 derecho: yield loss at R4, silage timing, aflatoxin risk, and why to harvest damaged fields first.
Aug 2020
USDA's report to set new baselines
Duane Lowry argues China will keep buying US corn, spot prices sit near 11-year lows, and basis should firm into harvest instead of collapsing.
Aug 2020
Dad's Wisdom with Mike Grover
Mike Grover's father fed 2,000 hogs a year, then grew to over 3,000 acres debt-free. Mike explains the frugality, risk-taking and work ethic behind it.
Aug 2020
Sunday market outlook: supply and demand tug of war
Duane Lowry reads a market that absorbs bad news without breaking, and explains why a farmer with little sold may hold more leverage than he thinks.
Jul 2020
What's in the Senate HEALS Act for agriculture?
Paul Neiffer walks through the Senate HEALS Act: a $20,833 PPP loan for Schedule F farmers on gross revenue and a retention credit up to $20,000.
Jul 2020
Navigating through lease agreements
Mike Downey explains why 90% of his leases are flexible cash rent, how to reset a rent that is too high, and what landowners miss about breakevens.
Jul 2020
Where do the corn and soybean markets go from here?
Grant Shimek reads the 60-year cycle for the 2020 crop: December corn capped in the mid-$3.40s, soybean resistance near $9.17 to $9.27, low in November.
645 episodes in the archive · page 19 of 26