Cost of Production Episodes
Every Ag View Pitch conversation on cost of production — summaries, key takeaways, and full transcripts.
Episode 592
Plant24 delays continue: weekly market outlook, May 20-24th
Ryan Moe of StoneX on why cancel-if-close orders cost farmers real money, and how base hits beat home runs when supply keeps the market boring.
Episode 585
Wheat and weather attention: weekly market outlook, April 29th - May 3rd
Peter Meyer on why wheat leads a starved market, why farmer selling caps corn near five dollars, and who carries the liability on carbon scores.
Episode 579
Is there a spring rally ahead? Weekly market outlook, April 8-12th
Duane Lowry explains how your crop insurance coverage level decides how aggressively you sell, and why a survival year changes every marketing choice.
Episode 577
Market madness: weekly market outlook April 1-5th
Joe Vaclovic explains why crop scare rallies are made to be sold, how March acreage numbers usually drift higher by June, and why margin beats hope.
Episode 576
30,000 foot view - weekly market outlook: March 25-29th
Jarod Creed and Chris Barron on why a margin target beats price chasing, what carrying unsold corn really costs, and how to defend a strong balance sheet.
Episode 575
Keep eyes open for opportunities: weekly market outlook, Mar 18-22
Andy Hruby on the 45Z credit, why carbon intensity scoring is not settled yet, and choosing the crop that loses the least in a low price year.
Episode 571
The state of the ag economy
Ag lender Jeremy Doetch on tighter credit in 2024: the 1.25 debt service coverage banks want, working capital burn rates, and how they judge character.
Episode 570
March WASDE report: weekly market outlook, March 11-15th
Allendale's Greg McBride explains wow cycles, why he stair steps sales instead of picking one number, and when to start selling the 2025 crop.
Episode 569
Success depends upon proper preparation. Spring is coming
Brent Judisch on spring prep: sprayer wheel motor oil, tip life, closing wheel alignment, planter hitch height, and the tire pressures farms get wrong.
Episode 567
Margin protection update and walk-thru
Jarod Creed walks through margin protection math county by county, showing how a 120 percent payout factor turns the policy into a hedge on unsold grain.
Episode 565
What is FBN?
FBN co-founder Charles Barron and sales director TJ Wilson on seed price transparency, generic crop protection, and farm operating and land loans.
Episode 564
How low do we go? Weekly market outlook: Feb. 19-23
Jeff Fichtelman names the fear of selling the low, shows what unpriced grain costs in interest, and explains how trend following funds actually think.
Episode 563
Navigating bear markets
Matt Bennett sizes the fund short against farmer held bushels, explains why cash lags a board rally, and ties hedging to the moment you commit the cost.
Episode 561
Risk management season
Jarod Creed explains why a revenue guarantee only pays off if you sell against it, and how to calculate the gap between coverage and cost of production.
Episode 556
The magic corn price
Clark Neighbors explains why unsold farmer inventory caps both futures and basis, and how the calendar, not the chart, forces the next wave of selling.
Episode 551
Looking ahead to 2024 - weekly market outlook: Jan. 2-5th
Matt Bennett explains hedging stored bushels the way an elevator does in a carry market, and why you market against your margin instead of an old price.
Episode 549
Wrapping up 2023: weekly market outlook, Dec. 26-29th
Chip Flory explains how to filter market noise, get control of unsold bushels, and why he plans on a record corn yield until proven otherwise.
Episode 548
Where did the working capital go?
Jarod Creed sorts farms into three working capital buckets, names what drained 2023 balance sheets, and shows why cheap volatility argues for coverage.
Episode 547
Demand improvement: weekly market outlook Dec. 11-15th
Garret Brown explains why news events rarely move price on your schedule, and how carry, interest and storage costs should frame every hold decision.
Episode 546
Managing your farm data for profit
Agronomist Lewis Stearns lists the four data errors that wreck yield maps: mislabeled products, bad calibrations, multiple combines, and lost files.
Episode 545
December market rally? Weekly market outlook Dec. 4-8th
Jim McCormick explains why commercial positioning and stocks-to-use math argue for selling profit rather than waiting on a price you liked last year.
Episode 543
Thanksgiving week markets: weekly market outlook, Nov. 20-24th
Ryan Moe on Teddy Roosevelt's rule against doing nothing, why a bifurcated basis market rewards the west, and selling 2024 before 2023 is done.
Episode 542
Pricing headwinds: weekly market outlook Nov. 13-17th
Jarod Creed walks through the interest, storage and basis math that decides whether holding corn pays, and why working capital is the real scoreboard.
Episode 541
What price can't you sell for? Weekly market outlook Nov. 6-10th
Mark Welch asks the question that reframes grain marketing: not what price you hope for, but the price you know you cannot afford to sell corn for.
Episode 540
Trick or treat markets ahead? Weekly market outlook: Oct. 30 - Nov. 3rd
Joe Vaclavik works through the unpriced-bushel question when interest rates make storage expensive, and asks what a low corn price even means now.
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