Finance Episodes
Every Ag View Pitch conversation on finance — summaries, key takeaways, and full transcripts.
Oct 2022
Macro and micro market drivers discussed
Joe Vaclavik starts marketing decisions with financial position and storage, not price forecasts, and warns that high prices start to feel permanent.
Oct 2022
Weekly market outlook Oct. 3-7: harvest markets
Duane Lowry revisits 2013 to explain why the forward sale that looks too cheap next to today's spot bid is often the best sale a grower makes all year.
Sep 2022
Micro and macro market management - weekly market outlook: September 19-23rd
Clark Neighbors treats basis as a logistics problem, showing how to price an empty pipeline and judge whether stored bushels beat the cost of money.
Sep 2022
Mid-week market update: September 12 USDA report review
Jarod Creed explains why a surprise USDA acreage revision matters less than the cash market, and how tight spreads quietly raise a farmer's risk.
Aug 2022
Dad's wisdom from North Dakota with Del and Lloyd Gates
Lloyd Gates started farming in 1948 and his son Del in the late 1970s. They talk lender relationships, land debt and handing a seed business to grandsons.
Jul 2022
It's not too late: market outlook August 1-5
Jarod Creed explains the one-to-one habit of pairing each input buy with an equal dollar of grain sold, and why a mid-year review beats a year-end one.
Jul 2022
Weekly market outlook Jul. 18-22nd: weather and market volatility
Jarod Creed explains how to pull your schedule of insurance in July and price risk against guaranteed bushels when production confidence is low.
Jul 2022
The 5 best practices of top-tier operations
Chris Barron names the five things top farm operations do well: meeting rhythms, accrual financials, yield focus, disciplined marketing, and growth plans.
Jul 2022
Weekly market outlook, July 11-15: crazy train market ride
Grant Shimek explains how a liquidity unwind overrides crop fundamentals, and the mid-July close that would force him to cover sales and look higher.
Jul 2022
July 5th market outlook and YouTube Live announcement
Joe Vaclavik explains why recession fear is a poor marketing tool and how budgets and leverage, not price predictions, should decide forward sales.
Jun 2022
Summer volatility heats up: weekly market outlook, June 27 - July 1st
Peter Meyer explains how to tell whether the inflation trade is over, why he listens to markets instead of talking at them, and what the funds watch.
Jun 2022
Tax and financial management 201
Paul Neiffer and Mike Finley break down HSAs, Roth versus traditional plans, fee-only advisors, and holding working capital near 50% of operating needs.
Jun 2022
Weekly market outlook: June 13-17th - keep attention on 2023
Jarod Creed shows why 2023 breakevens near $5.50 corn demand that you market inputs and grain together, and why moving grain fast cuts borrowing costs.
May 2022
Retirement 101
Mike Finley walks through four retirement questions: yearly expenses, fixed income, portfolio size, and the 4% rule, plus 401k, SEP, and SIMPLE setup.
May 2022
Investing 101
Mike Finley shows farm families how to spot hidden advisor fees, why a 5.75% load costs you 6.11%, and how to hold a portfolio under 0.1% a year.
Apr 2022
Dad's wisdom with Moe Russell, author of Take the high road to personal accountability
Moe Russell shows how to bulletproof a farm balance sheet: working capital at 50% of annual expenses, equity above 50%, and debt held below 50%.
Apr 2022
Financial happiness: an opportunity for everyone
Mike Finley on why high income is not high net worth, how loads and whole life premiums drain your money, and how to diversify beyond farmland cheaply.
Apr 2022
Literally an ABC soup of issues driving markets: weekly market outlook Apr. 11-15
Grant Shimek explains reversion to the mean, why margin targets beat price targets, and how to judge your marketing by the average sale, not the worst one.
Mar 2022
Dad's wisdom with Denny Berger from Traer, Iowa
Iowa farmer Denny Berger on borrowing against each group of hogs, letting his son make his own calls, and why a farm needs written core values.
Mar 2022
Weekly market outlook: Mar. 28 - Apr. 1st - rollercoaster ride without rails
Jarod Creed explains why risk means change, not just lower prices, and how margin protection can hedge a crop year no one could have forecast.
Mar 2022
Liability risk reduction for your trucking LLC
Chris Barron lists eight checks that keep your trucking LLC intact: separate books, entity paid insurance, itemized invoices, and certified drivers.
Feb 2022
Numb: farmers, traders and analysts alike - weekly market outlook, Feb. 28 - Mar. 4th
Clark Neighbors explains buy the rumor sell the fact, why standing offers beat reaction, and how to buy protection when option premiums are rich.
Feb 2022
Breaking news! Market volatility! What's next?
Joe Vaclavik on the $1.10 range in November beans, why funds have stayed long corn since 2020, and how to stop second-guessing sales you already made.
Feb 2022
Weekly market outlook Feb. 14-18th: record price levels for crop insurance?
Peter Meyer explains why a record crop insurance guarantee is market information, and why today's high prices should worry you about later years.
Feb 2022
Weekly market outlook, Feb. 7th-11th: input cost update
Chris Barron breaks down aggregated 2022 cost of production data line by line and explains why paying yourself belongs inside the breakeven calculation.
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