Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Episode 566
Is a short-term bottom near? Weekly market outlook Feb. 26th - Mar. 1st
Jim McCormick explains how basis-contract deadlines and option expiration manufacture short-lived bottoms, and how to buy your own revenue floor.
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 562
Harvest Profit with Nick Horob
Nick Horob on why farmers stay frustrated after a rally, what subscription software should deliver, and the daily journal habit he says slows time down.
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 552
A new paradigm: weekly market outlook Jan. 8-12th
Jeff Fichtelman on the psychology that freezes grain marketing, buying cheap upside after a sale, and treating carry as a reason to hedge bins.
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 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 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 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 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.
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 538
Spooky season! Weekly market outlook: Oct 16-20th
Matt Bennett explains why insurance stops protecting you in mid-October, when storage pays, and how to sell forward after multi-year highs in grain.
Episode 537
Better than expected season - weekly market outlook: Oct. 9-13th
Jarod Creed prices the cost of carry at seven cents a month and explains why the insurance discovery price is only half of a harvest decision.
Episode 535
Quarterly stocks rock markets: weekly market outlook, Oct. 2-6
Clark Neighbors shows how to run the storage algebra: board carry against interest, storage and basis, so bin space earns a return instead of parking grain.
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 532
Early harvest price action: weekly market outlook, Sept. 18-22nd
Peter Meyer explains how he reads a USDA report once the dust settles, why record ear counts signal overproduction risk, and how backyard bias misleads.
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.
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