Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Jan 2023
Risk management navigation in 2023: crop insurance
Jon Scheets breaks down ERP Phase 2 filings, stacking ECO and SCO above an 85% RP policy, and how falling volatility could trim your 2023 premiums.
Jan 2023
Margin management marketing: weekly market outlook, Jan. 23-27
Matt Bennett of AgMarket.net explains why he markets off breakevens instead of forecasts, and how floors on half the crop protect a tight 2023 margin.
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
High stakes poker, or just another year of decision-making for US agricultural producers?
Duane Lowry on why December 2022 grain prices sit below harvest and spring highs, what Argentina's drought could do, and why average sale price matters.
Dec 2022
Basis, volatility
Clark Neighbors explains his doughnut model of basis, what wild cash swings mean for negotiating, and the real monthly cost of holding grain in the bin.
Nov 2022
Weekly market outlook: Nov. 28th-Dec. 2nd - time to put a bow on 2022 sales?
Jarod Creed argues for finishing 2022 sales early so attention shifts to 2023, where knowing costs and setting margin targets decide the year.
Nov 2022
Heading into the holidays 2022
Joe Vaclavik on the extended Ukraine grain deal, China COVID demand fears, and why funds held a huge long corn position through every bearish headline.
Nov 2022
Managing opportunities: weekly market outlook, Nov. 14-18th
Mark Welch of Texas A&M on judging a price by whether it works for your operation, the demand lag after a short crop, and cost control as advantage.
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
Weekly market outlook: Oct. 24th-28th - technical and fundamental market movers
Grant Shimek of Black Oak Financial on decade-pattern seasonals, why basis and futures trade off each other, and defining the price that proves you wrong.
Oct 2022
Weekly market outlook Oct. 17th-21st: the heart of a harvest market
Jarod Creed explains why harvest decisions hinge on basis, storage cost and insurance math, and Chris Barron lays out a six-step plan for next year.
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
Tug of war price movement
Peter Meyer explains the tug of war between bearish macro forces and tight corn supply, and why the answer sits on your own balance sheet, not the news.
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.
Sep 2022
Labor Day 2022: pre-harvest outlook
Garret Brown breaks a marketing plan into trigger, method, and volume, then reads basis, the forward curve, and Brazil heading into 2022 harvest.
Aug 2022
Crop tour? What now?
Jarod Creed reports from the 2022 Pro Farmer Crop Tour: Nebraska losses worth 2 to 3 bushels nationally, and why he pairs fertilizer buys with sales.
Aug 2022
2023 risk management update: margin protection explained
Steve Johnson explains margin protection: an area-based add-on with an August to September price discovery and a September 30 sign-up deadline.
Aug 2022
Weekly market outlook, Aug. 22-26: it's time to plan your pre-harvest marketing strategy
Jarod Creed explains pre-harvest what-if revenue math, how a lower price changes an insurance claim, and pairing fertilizer buys with grain sales.
Aug 2022
Weekly market outlook, Aug. 15-19: WASDE
Peter Meyer explains what the August crop report actually measures, why crop tours still matter, and how fund money leaving changes what a rally needs.
Aug 2022
A big corn and soybean crop?
Ryan Moe explains how to read basis by thinking like the grain buyer, and why a bullish view belongs in the futures market rather than in your basis.
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