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.
Jul 2020
Sunday night market outlook 07-19-2020
Joe Vaclavik turns fund positioning into a marketing filter, and warns farmers who set basis early to price the futures long before delivery.
Jul 2020
Dad's wisdom with Mike Paulson
Mike Paulson on surviving the 1980s land purchase, why people matter more than iron, and the last words his father gave him: we did the best we could.
Jul 2020
Weather improves, market declines
Steve Johnson expects a 15 billion bushel corn crop, weaker harvest basis and over $100 an acre of 2020 government payments. Price overflow bushels now.
Jul 2020
Sunday night market outlook 07-12-2020
Duane Lowry argues a sale only removes risk when it clears your crop insurance price floor, and explains why the double dip is a dangerous bet.
Jul 2020
Monday market outlook, July 6, 2020
Duane Lowry ranks which bushels to price first, when options earn their cost, and how to use chart levels to test whether a sale thesis still holds.
Jul 2020
Pre-holiday grain marketing opportunities?
Duane Lowry and Chris Barron weigh selling into a fast rally, using carry in the futures spreads, and showing a lender proactive forward sales.
Jun 2020
Pre-report discussion: Sunday night market outlook 06-28-2020
Duane Lowry reads a one-sided corn market ahead of a USDA report and makes the case for pricing next year's crop before the banker meeting.
Jun 2020
Microeconomics of investing in $3 corn and $8 soybeans: a good idea?
Chris Barron walks through four steps for deciding mid-season input spending at $3 corn, using your own yields, insurance level, and margin math.
Jun 2020
Dec 2021 sales? Happy Father's Day!
Duane Lowry makes the case for 2021 corn sales at $3.73 while Dec 2020 sits 19.75 cents off contract lows with no crop insurance safety net for 2021.
Jun 2020
Land rental negotiation: key points and considerations
Chris Barron on four things to settle before you meet your landowner: a structured proposal, farm-by-farm numbers, competition, and fake rent numbers.
Jun 2020
How much upside potential exists during the next 2-3 weeks?
Duane Lowry sees only 10 to 30 cents of corn upside, warns that universal bearishness is a caution flag, and points to Dec 2021 corn near $3.73.
Jun 2020
USDA S&D, acreage reports, and weather, oh my!
Duane Lowry weighs a thin weather story against 3 billion bushel corn carryout, record fund shorts, and crop insurance price floors before harvest.
Jun 2020
Handling July basis contracts: timely contemplation
July corn basis contracts: the July-December spread at 14 cents, $3.09 contract low risk, and why rolling early beats being the last one out.
Jun 2020
Is university fertility research outdated? The future of micros and bios
Brad Hobrock argues soil tests poorly predict crop uptake, calcium is the overlooked mineral, and 90% of applied phosphorus ties up within 30 days.
May 2020
Tensions are high
Duane Lowry explains why a market that rallies must then defend the gain, and why basis quietly takes back most of what the futures board hands you.
May 2020
Memorial Day 2020: Monday night market outlook
Chris Barron and Duane Lowry weigh CFAP eligibility rules, why headline risk needs price confirmation, and when sitting on your hands is the plan.
May 2020
We have CFAP (finally): nuts and bolts of the Coronavirus Food Assistance Program
Paul Neiffer breaks down CFAP: 32 and 35 cents on corn, 45 and 50 on soybeans, $247 per head fed cattle, and three $250,000 payment limits per entity.
May 2020
Sunday night market outlook 05-17-2020
Duane Lowry explains why basis is fragile when a futures rally arrives, and how to split the basis decision from the futures decision on stored grain.
May 2020
I states planting and conditions update
Four growers in Indiana, Illinois and Iowa report May 2020 planting progress, uneven emergence after sub-50 degree soils, dry subsoil and widening basis.
May 2020
5% planted corn, May 25 insurance date: North Dakota
Marc Cartwright reports corn under 5% planted in North Dakota, soil still in the 30s and 40s, and up to 1.5 million acres facing prevent plant by May 25.
May 2020
Hang on, help is on its way
Steve Johnson tallies the government money coming to row-crop farms in 2020: MFP, COVID disaster payments, and PLC, plus how to beat FSA bottlenecks.
May 2020
Pay attention to basis now: Steve Johnson, ISU
Steve Johnson of Iowa State gives a 30-day window to fix old crop basis, price targets on July and December corn, and a plan for overrun bushels.
May 2020
Texas crop update with Peter Hill
Pioneer agronomist Peter Hill on 38-inch rows, seeding rates from 15,000 to 33,000, sorghum grown without traits, and why southern rust scares him.
May 2020
Sunday night market outlook, May 3, 2020
Duane Lowry shows how to spot a new market narrative early, and argues for locking basis first when a short-covering rally could take it back.
Apr 2020
Special edition: Sunday night market outlook
Duane Lowry on why grain quality outranks any marketing decision, how to lock new crop basis early, and what to do when everyone is bearish at once.
645 episodes in the archive · page 20 of 26