Finance Episodes
Every Ag View Pitch conversation on finance — summaries, key takeaways, and full transcripts.
Jun 2020
Handling July basis contracts: timely contemplation
July corn basis contracts: the July-December spread at 14 cents, $3.09 contract low risk, and why rolling early beats being the last one out.
May 2020
We have CFAP (finally): nuts and bolts of the Coronavirus Food Assistance Program
Paul Neiffer breaks down CFAP: 32 and 35 cents on corn, 45 and 50 on soybeans, $247 per head fed cattle, and three $250,000 payment limits per entity.
May 2020
Sunday night market outlook 05-17-2020
Duane Lowry explains why basis is fragile when a futures rally arrives, and how to split the basis decision from the futures decision on stored grain.
Apr 2020
More PPP funding and aid for farmers: update
Paul Neiffer on Treasury confirming farmers qualify for PPP, the payroll certification you must document, and why some should repay the loan by May 7.
Apr 2020
Sunday night market outlook 04-05-2020
Duane Lowry argues that choosing not to decide is a real decision, and explains why sales made in a panic rarely look good a few months later.
Apr 2020
Paycheck Protection Program: a moving target for farmers
Banker Andy Roach explains how PPP loan amounts are calculated from payroll, what counts as payroll cost, and how the forgivable portion worked in 2020.
Mar 2020
Important information: CARES package for farmers passed last week
Paul Niekerk explains why most row crop farms come out ahead taking the refundable payroll tax credit instead of a small SBA loan under the CARES Act.
Mar 2020
Sunday night market outlook for the week ahead
Duane Lowry shows how to judge what a market has already absorbed, bound an ethanol demand scare with math, and hold a longer inflation frame.
Mar 2020
Near-term uncertainty, but the horizons offer hope
Duane Lowry on why panic sales in March 2020 were a mistake, holding old crop corn 60 to 90 days, and how a weaker dollar could lift ag prices later.
Mar 2020
Ridin' the storm out! Coronavirus and its current impact on agriculture
Chris Barron and Duane Lowry on cross-training before planting, restructuring farm debt as rates fall, and why Duane expects stimulus to be inflationary.
Mar 2020
Fear, markets, and opportunities
Chris Barron and Duane Lowry on March 2020: refinance while rates drop, stretch amortization, avoid panic sales, and watch crude oil over the virus.
Mar 2020
Dad's wisdom: on the planter with Rick Childs
Rick Childs started farming in 1978 at 23, survived the 1980s with no land debt, and explains why knowing your numbers still decides who makes it.
Feb 2020
Sunday night market outlook 02-23-2020
Duane Lowry tests the bearish corn story against spreads, fund positioning and USDA's Phase One disclaimers, and explains why fear-driven sales fail.
Jan 2020
90-120 day market outlook from the Ag View Pitch
Duane Lowry shows how to audit a USDA report line by line and let price action and cash basis, not the headline yield, cast the deciding vote.
Jan 2020
Equipment efficiency and utilization: Brent Gloy, Agricultural Economic Insights
Brent Gloy explains earns and turns, why idle machinery drags down return on assets, and how heavy leasing can leave a farm with no equity left.
Dec 2019
Lending relationships: importance, insight, considerations
Ag lender Paul Schrader explains the books, balance sheets, and ratios banks want, plus how to restructure farm debt without breaking your cash flow.
Dec 2019
Merry Christmas market outlook
Duane Lowry separates selling because you hit your margin target from selling because you think price topped, and shows how to re-own upside on paper.
Dec 2019
Facing adversity head on: mom's wisdom
Vance Yelm farms 1,500 acres near Lake Park, Iowa. She describes taking over after her husband's death, the 1980s debt fight, and letting her son lead.
Dec 2019
Sunday night market outlook 12/15/2019
Duane Lowry explains why China's Phase One farm purchases should hold, and Chris Barron lays out how farmers rebuild a plan when working capital erodes.
Dec 2019
Dick Wittman: importance of managerial accounting
Dick Wittman on why many farms overstate cost of production by 15 to 20%, how to book government payments and custom work, and how to set margin targets.
Dec 2019
Sunday night market outlook 12/1/2019
Duane Lowry explains why one-sided liquidation marks the end of a price move, and why a farmer with grain in the bin holds leverage he should keep.
Nov 2019
Sunday night market outlook for the week of November 3rd
Duane Lowry walks through USDA baseline projections and why every farmer needs a plan for locking in profitable prices two and three years out.
Oct 2019
What your farm needs to know: ag insurance with Mark Santas
Mark Santas on why one in two businesses fail after a major loss, peak season grain coverage, workers comp sole remedy, and shared equipment gaps.
Oct 2019
TEPAP: improving your farm business
Mark Welch, TEPAP director at Texas A&M, walks through the week-long Austin program, its $5,000 cost, and the 5 to 20% net income gains alumni report.
Sep 2019
Sunday market outlook
Duane Lowry explains why basis strength, fund short covering and slow harvest matter more than the weekly price move for farmers pricing corn.
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