Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Episode 679
Update your cost of production! Weekly market outlook June 23rd-27th
Shay Foulk and Joe Paulson show why June is the right time to rebuild your cost of production and place target orders well ahead of delivery.
Episode 678
Post WASDE thoughts: weekly market outlook, June 16th-20th
Greg McBride of Allendale explains how ending stocks, fund positioning and seasonal rally windows tell a farmer when a price spike is worth taking.
Episode 677
The risks in this growing season
Jim McCormick explains why supply-driven rallies are vicious and short, and why the order has to be working before the weather map changes on you.
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 652
Will DOGE come after USDA next? - weekly market outlook: Feb. 10th-14th
Peter Meyer explains why a momentum-driven fund long is borrowed strength and why no marketing plan should depend on a government check arriving.
Episode 651
Evergreen crop insurance grain marketing 101
Steve Johnson and Jarod Creed show how to turn a revenue protection guarantee into pre-harvest sales, and why an insurance election is a marketing call.
Episode 648
Farmland investment: challenges, opportunities, and the future with Fractal
Ben Gordon on why farmland is hard to cash flow, the long-term supply case, and how Fractal's minority stake of up to 45 percent complements bank debt.
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 642
Post report winner: old crop
Jarod Creed explains why a rally in old crop corn stalls new crop sales, and how interest, basis and insurance decide what waiting really costs you.
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 640
Strive to thrive in 2025: navigating the financial hurdles
A farm CPA, a lender and a risk manager explain how to plan for tight 2025 margins: lock in a small loss, track debt service, talk to your banker early.
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 634
Tariff talk: weekly market outlook, Dec. 9-13th
Duane Lowry explains why a market that stops earning its carry has a ceiling, why crude oil worries him more than tariffs, and when to stop waiting.
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 631
Lessons from the ethanol boom: weekly market outlook, Nov 18-22
Jeff Fichtelman reads cash markets against the USDA balance sheet and explains why knowing your own lean, and your own numbers, beats predicting price.
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 623
October sales opportunities?
Jim McCormick traces a grain rally back to Fed policy rather than yield, and explains what a flat fund position means for the rest of harvest.
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.
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