Finance Episodes
Every Ag View Pitch conversation on finance — summaries, key takeaways, and full transcripts.
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 550
10 lessons from 2023
Chris Barron and Shay Foulk share 10 lessons from 2023: stay disciplined on marketing, guard working capital, and start transition 7 to 10 years out.
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 544
South American weather market: weekly market outlook, Nov. 27 - Dec. 1st
Peter Meyer separates production markets from demand markets, explains when carry actually pays, and why he rewards rallies built on weather forecasts.
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 539
Risky business: store and ignore - weekly market outlook: Oct. 23-27th
Jim McCormick shows why a wide carry can be a trap, how to price storage interest, and why locking inputs without matching sales leaves a bill open.
Episode 533
Will crop insurance save the day? Weekly market outlook: Sept. 25-29th
Jarod Creed explains why margin protection works like a subsidized hedge, and how to pair insurance coverage with grain sales to protect margin.
Episode 531
Fall storage: corn vs. soybeans
Ryan Moe uses stocks-to-use ratios and interest cost to decide which crop earns bin space, and explains why elevators end each year the same way.
Episode 527
Fractal Agriculture with Ben Gordon
Ben Gordon explains how Fractal Agriculture buys a minority stake in ground you already own so you can fund the down payment on the next farm.
Episode 515
A buyer's market on combines
Brent Judisch counts 1,400 used Deere Class 8 combines three years old or less, plus interest waivers, 2.9% money, and a tight tillage and planter market.
Episode 490
Weekly market outlook April 3-7: April fools or April facts? The latest USDA numbers
Joe Vaclavik explains why the acreage number deserves doubt, how spring seasonals usually behave and what high interest rates cost you to store grain.
Feb 2023
State of the farm address
Shay Foulk walks through his 50-slide annual farm review: prior projections, year-end financials, equity trendlines, and next year's cash flow plan.
Feb 2023
Urgent: CCC-860
Shay Foulk flags FSA form CCC-860 for beginning, veteran, women, and socially disadvantaged farmers, and says fill it out and call your FSA office.
Feb 2023
Mailbag: A 1,200-Acre Farm Transition
Shay Foulk walks through a 1,200-acre buyout: equipment valuation, 15-30% discounts, long-term leases, and the tax hit of a retiring farmer's final crop.
Feb 2023
Macro matters that move markets - weekly market outlook: Feb. 6-10th
Grant Shimek weighs cycle lows, basis flow and sovereign debt, and argues farmers should hold both tails rather than commit emotionally to one direction.
Jan 2023
Financial navigation for 2023: a lender's perspective
Ag lender Jeremy Doetch lists the six documents he wants at renewal and the three ratios he watches: 1.15 debt service, 1-to-1 current, 30% debt to asset.
Jan 2023
Fundamentals always win out: weekly market outlook January 16-20th
Jarod Creed reads a four-report USDA day, explains why the Argentine drought matters through soybean meal, and builds a plan for spacing new crop sales.
Jan 2023
Super Bowl of USDA reports coming soon! Weekly market outlook Jan. 9-13
Ryan Moe of StoneX argues the risk in a $6.50 corn market is larger than in a $3.50 one, and shows how options and a target price close that gap.
Jan 2023
2023 risks and rewards: weekly market outlook, January 3rd-6th
Joe Vaclavik of Standard Grain reviews 2022 and makes the case that grain prices always revert to cost of production, so budgets drive marketing.
Dec 2022
Retirement plans: a paradigm shift for farm operations and employee retention
Travis Martinek breaks down 401(k) versus SIMPLE IRA limits for 2023, the Roth option farms lose with a SIMPLE, and why plan fees deserve a hard look.
Dec 2022
Equipment, inflation, and fleet management considerations
Brent Judisch on why used tractors jumped 20-30 percent, when leasing beats buying, and how to judge a $90,000 combine trade on a per-bushel basis.
Nov 2022
Margin management math - weekly market outlook: Nov. 7-11th
Jarod Creed prices the interest on grain in the bin and shows how insurance coverage plus a third of the crop sold makes a margin nearly bulletproof.
Oct 2022
Halloween and markets could both be scary: weekly market outlook, Oct. 31 - Nov. 4th
Duane Lowry explains why a market that ignores bullish news is fragile, how other commodities warn you first, and why complacency costs farmers most.
Oct 2022
How might the 2022 election impact your farm tax situation
Paul Neiffer on the 2023 estate exemption of $12.92 million, use-it-or-lose-it bonus exemption, prepay rules, and bonus depreciation dropping to 80%.
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