Finance Episodes
Every Ag View Pitch conversation on finance — summaries, key takeaways, and full transcripts.
Dec 2020
Dr. Gary Schnitkey, University of Illinois: 2020 review, 2021 outlook
Gary Schnitkey on why 2020 grain income beat 2019, why he sees interest rates staying low, and where to put the money: land, tile, and grain storage.
Dec 2020
Cutting through the fluff: 2021 chemical programs
Ben Blair breaks down the 2021 FMC, BASF, Bayer Plus and Corteva chemical rebate programs, plus 0% JDF financing and how to compare net cost per acre.
Dec 2020
Weekly market outlook: Dec. 14-18th
Grant Shimek explains how markets correct in time as well as price, why crowded assumptions about China are dangerous, and how to protect a strong ROI.
Dec 2020
The used equipment market today
Brent Judisch on why 1 to 4 year old machines turned brisk in late 2020, sub-3% used financing, and a 10 month wait for a new tractor from the factory.
Nov 2020
Sunday market outlook: a post-election market, how long can price strength last?
Steve Johnson on tracking local basis for ten years, why commercial storage rarely pays, and the counterparty risk hidden in deferred payment contracts.
Oct 2020
Election dissection: tax implications on your farm for both candidates
Paul Neiffer compares both 2020 candidates on farm taxes: the estate exemption sunset, stepped-up basis, self-employment tax above $400,000, and gifting.
Oct 2020
Are the harvest highs in? Sunday market outlook
Duane Lowry explains how to judge a harvest rally against your own spring, why positioning shapes report reactions, and when to close the books early.
Sep 2020
Sunday market outlook: does a new week bring more price opportunity?
Duane Lowry asks producers to measure today's price against what they feared all summer, then decide whether storing beans is a plan or a habit.
Sep 2020
Sunday market outlook: pricing opportunities continue, but for how long?
Duane Lowry benchmarks price against years of history, argues seller's remorse costs more than selling early, and asks if demand news is already priced.
Sep 2020
CFAP 2.0: Details are finally here
Paul Neiffer breaks down CFAP 2.0: 23 cents per bushel of corn APH, 31 cents on soybeans, 39 on wheat, $55 per head of beef cattle, and payment limits.
Sep 2020
Duane's take may surprise you: Friday's report and producer marketing plan
After the September USDA report, Duane Lowry wants clients 100% sold on 2020 beans and corn, aggressive on 2021 corn, and holding 2021 soybeans.
Sep 2020
Macro and micro economic market movers
Texas A&M economist Mark Welch explains how recessions, inflation, and the dollar move grain prices, and a 5% rule that drops corn breakeven 40 cents.
Sep 2020
Sunday market outlook: USDA report coming up Friday
Duane reads fund positioning against price response to judge whether a rally has stalled, and explains when carry and basis argue for selling now.
Sep 2020
Dad's wisdom with Richard Seamans
Richard Seamans farmed up to 2,500 acres with his wife Shirley as bookkeeper and combine operator. His advice: keep good books and get out of debt.
Aug 2020
Farm economy conversation: a lender's perspective
Iowa banker Ben Pagel on running a living cash flow, refinancing to save 200 basis points, insuring grain setups at replacement cost, and the 4 Ds risk.
Aug 2020
Dad's Wisdom with Mike Grover
Mike Grover's father fed 2,000 hogs a year, then grew to over 3,000 acres debt-free. Mike explains the frugality, risk-taking and work ethic behind it.
Aug 2020
Sunday market outlook: supply and demand tug of war
Duane Lowry reads a market that absorbs bad news without breaking, and explains why a farmer with little sold may hold more leverage than he thinks.
Jul 2020
Where do the corn and soybean markets go from here?
Grant Shimek reads the 60-year cycle for the 2020 crop: December corn capped in the mid-$3.40s, soybean resistance near $9.17 to $9.27, low in November.
Jul 2020
Dad's wisdom with Mike Paulson
Mike Paulson on surviving the 1980s land purchase, why people matter more than iron, and the last words his father gave him: we did the best we could.
Jul 2020
Monday market outlook, July 6, 2020
Duane Lowry ranks which bushels to price first, when options earn their cost, and how to use chart levels to test whether a sale thesis still holds.
Jul 2020
Pre-holiday grain marketing opportunities?
Duane Lowry and Chris Barron weigh selling into a fast rally, using carry in the futures spreads, and showing a lender proactive forward sales.
Jun 2020
Pre-report discussion: Sunday night market outlook 06-28-2020
Duane Lowry reads a one-sided corn market ahead of a USDA report and makes the case for pricing next year's crop before the banker meeting.
Jun 2020
Microeconomics of investing in $3 corn and $8 soybeans: a good idea?
Chris Barron walks through four steps for deciding mid-season input spending at $3 corn, using your own yields, insurance level, and margin math.
Jun 2020
Dec 2021 sales? Happy Father's Day!
Duane Lowry makes the case for 2021 corn sales at $3.73 while Dec 2020 sits 19.75 cents off contract lows with no crop insurance safety net for 2021.
Jun 2020
How much upside potential exists during the next 2-3 weeks?
Duane Lowry sees only 10 to 30 cents of corn upside, warns that universal bearishness is a caution flag, and points to Dec 2021 corn near $3.73.
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