Cost of Production Episodes
Every Ag View Pitch conversation on cost of production — summaries, key takeaways, and full transcripts.
Episode 670
Strong exports, record yields?
Garret Brown builds a corn balance sheet from measurable export data, questions the stocks report, and argues the trade's carryout cut is far too light.
Episode 665
Planting pace: will markets react?
Texas A&M economist Mark Welch shows how to price corn during planting season: run yield scenarios, set layered offers, and manage risk you control.
Episode 646
The Equipment Expense Report: Current Value Trends and Tips
Brent Judisch of P&K Equipment reports which tractors and combines have dropped 10-15%, why sprayers hold value, and when leasing beats buying.
Episode 645
The Joes talk grain markets and other stuff
Joe Vaclavik explains how fund positioning overshoots in both directions, why old and new crop are separate markets, and how to shrink marketing errors.
Episode 644
45Z economics: crunching the numbers and practical insights
Paul Neiffer runs the 45Z numbers by county: no-till corn pays about 51 cents a bushel in Iowa and $1 in Missouri, before the farmer's one-third cut.
Episode 641
Have we lost market momentum? Weekly market outlook, January 6th-10th
Matt Bennett explains why asking how much more a rally has left is the wrong question, and how flexible floors protect a margin you can actually bank.
Episode 639
New year's marketing resolution - weekly market outlook: Dec. 30 - Jan. 3rd
Jeff Fichtelman explains why crowded trades and recency bias wreck marketing plans, and how three breakevens turn a rally into a decision you can act on.
Episode 638
Get out alive in 2024: weekly market outlook Dec 23rd-27th
Joe Backlovich explains why locking in a loss ten months before harvest is bad business, and why a fluid balance sheet drives every good marketing call.
Episode 635
Stress less yield more: new biological options
Dan Uppena of Corteva explains how supplemental auxins, cytokinin, and gibberellic acid keep growth hormones ahead of crop stress and add bushels.
Episode 632
Brazilian farmer struggles: Weekly market outlook Nov 25-29
Angie Setzer reports what Brazilian farmers actually face, and why selling when it feels counterintuitive is how the commercial side always plays it.
Episode 627
Recalibrate your marketing plan - weekly market outlook: Nov. 4-8th
Jim McCormick asks producers to rebuild breakevens after harvest and bracket stored bushels with options instead of hoping for a summer rally.
Episode 626
Big bushel, little demand
Peter Meyer argues production problems fix themselves fast, so the price question is demand, and he explains how to define a range and sell inside it.
Episode 625
Post harvest price opportunities - weekly market outlook: Oct. 21-25th
Jarod Creed explains why cheap option volatility argues for turning grain into cash and buying the upside back, and how fast harvest distorts basis.
Episode 621
Part I: How to get your financial house in order
Jeremy Doetch shows the two August steps: pin down next year's cost of production, then build the marketing plan with target prices your banker can read.
Episode 620
Are harvest sales a good idea? Weekly market outlook: Sept. 23-27th
Chad Hart of Iowa State on separating futures from basis, using carry deliberately, and why smaller, more frequent sales build a better average.
Episode 619
Early harvest price action: weekly market outlook, Sept. 16-20th
Peter Meyer explains why USDA's record yield leaned on satellite imagery over ear and pod counts, and which reports can still move the number.
Episode 618
Margin protection 101 explained
Jarod Creed explains margin protection: the 95 percent county revenue floor, 120 percent payment factor, 35 percent subsidy, and the September deadline.
Episode 613
You can't screw with space! Weekly market outlook Aug. 19th-23rd
Angie Setzer explains why space needs are your first bushels sold and how revenue per acre beats price per bushel when yields run above average.
Episode 612
USDA report: good news or bad news? Weekly market outlook, August 12-16th
Chad Hart explains why storage now competes with interest rates, why basis and futures are separate decisions, and how to prepare for a crowded harvest.
Episode 611
Fertility versus financials
Pioneer agronomist Troy Deutmeyer on where to cut P and K safely: soil pH first, potash over phosphorus, and the test levels that let you skip a year.
Episode 610
Crops, cattle, equities
Brian Splitt explains why bear market rallies must be sold, how a decade-old chart pattern rhymes with today, and what divergence warns cattle owners.
Episode 609
Future proofing your farm finances: strategies for success in an uncertain ag economy
A banker, a CPA and a risk manager explain working capital targets, contribution margin math, cost of carry, and how to prep for a tough loan renewal.
Episode 608
Demand is heating up: weekly market outlook July 29th to Aug 2nd
Jeff Fichtelman says crop insurance is not a floor but an upside call, and explains why farmers who market beans robotically beat their own corn sales.
Episode 598
Hot weather rally possibilities: weekly market outlook Jun. 17-21
Jarod Creed turns a crop insurance guarantee into bushels you can market, and shows how far a rally must run to lift that guarantee to your cost.
Episode 597
Could grain markets rally back to May price levels?
Joe Vaclavik and Chris Barron work through the hardest marketing question: what to do when every available price sits below your full cost of production.
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