Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Episode 617
Are the harvest lows in already? Weekly market outlook: Sept. 9-13th
Ryan Moe explains why the old farmer selling calendar broke, how to price the cost of hope, and why interest rate risk belongs beside basis risk.
Episode 615
Record demand for this week
Greg McBride explains rolling hedges only to full commercial carry, why basis stays wide in back-to-back big crops, and when not to make a catch-up sale.
Episode 614
Cautiously optimistic - weekly market outlook: Aug. 26-30th
Jarod Creed explains why a crop tour shows trend not yield, when the crop insurance floor stops protecting you, and why 2025 is the bigger risk.
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 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 604
Dad's wisdom with Tom Brink: Michigan farmer
Michigan farmer Tom Brink on selling no number two corn, buying his parents out by age 70, and keeping the debt ratio his father set for the farm.
Episode 600
Is it backyard-itis season?
Greg McBride names the backyard bias, shows what gives funds doubt in a big carryout year, and explains why you place orders ahead of round numbers.
Episode 599
Land Values and Access to Capital
Ben Gordon of Fractal Ag covers farmland value trends by land class, interest rate effects, and how equity capital helps farmers buy more land.
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.
Episode 595
The biggest market mover - weekly market outlook: May 28-31st
Jarod Creed explains minimum price selling, ties percent sold to your insurance coverage, and argues the bigger unmanaged risk is the next crop year.
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 590
Spring rallies and WASDE review - weekly market outlook: May 13-17th
Jim McCormick explains why planting-delay rallies fade, how fund drawdowns trigger short covering, and when to sell cash and reown upside with calls.
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 582
Waiting for a spring rally? Weekly market outlook, April 22-26th
Jeff Fichtelman explains why a rally everyone is waiting for rarely arrives, and why basis and futures should be locked as two separate decisions.
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 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.
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