Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
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: July 25-29 - summer weather continues to heat up market volatility
Duane Lowry on resetting price targets after a break, why the Fed moved corn more than weather did, and where he would place his catch-up sales.
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
Weekly market outlook: Jun. 21-24th, navigating risk and uncertainty
Duane Lowry weighs record input costs against historic prices, and argues volatility now cuts harder to the downside than the upside for farmers.
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.
Jun 2022
Weekly market outlook: June 6th-10th - summertime market volatility
Joe Vaclavik explains why a weather rally needs only the perception of a threat, and how to handle bushels you have no room to store at harvest.
May 2022
Weekly market outlook: May 31st - June 3rd, summer weather market headed your way
Grant Shimek on why a dryness narrative needs 30 to 40 days to build, capping cash sales near 60 percent, and having a plan for being wrong.
May 2022
Weekly market outlook, May 23rd to 27th: how will economic turmoil drive the markets?
Mark Welch of Texas A&M explains how per capita consumption, global GDP and copper prices reveal when high commodity prices start rationing demand.
May 2022
Planting progress improves slightly
Jarod Creed reframes crop insurance as guaranteed bushels you must price, and gives old crop a calendar deadline instead of a hopeful price target.
May 2022
Weekly market outlook: May 16th-20th - slow planting progress
Ryan Moe explains why fund money leaves grain when the story stops, and how treating an anomaly year as the new normal costs farmers real margin.
May 2022
Weekly market outlook, May 2nd-6th: will delayed planting drive grain markets even higher?
Joe Vaclavik separates what planting delays mean for farming from what they mean for price, and why peak uncertainty creates the best selling windows.
Apr 2022
Weekly market outlook: April 25-29th - soybean acres shifting back to corn?
Peter Meyer breaks down why supply rallies get sold, how thin survey response weakens acreage reports, and what Ukraine's seed shortage means.
Apr 2022
Is it time to switch some soybean acres back to corn?
Jarod Creed explains scale-up selling, margin protection as a real marketing tool, and doing the math before you switch soybean acres back to corn.
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
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
Weekly market outlook Mar. 21-25th: navigating the unknown
Ryan Moe explains how a steep futures inverse punishes stored grain, why wheat supply shocks fade fast, and how to judge cash price against history.
Mar 2022
Hyper inflation equals hyper volatility
Joe Vaclavik defends early risk management sales, explains why volatility cuts both ways, and asks what happens if input costs climb another 20 percent.
Mar 2022
Weekly market outlook: Mar. 7th-11th - Russia Ukraine conflict heats up the market
Duane Lowry explains how to roll put options up a rally, cap forward sales at your insurance coverage, and read basis when futures go vertical.
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. 21-25th - caution, uncertainty and volatility ahead
Duane Lowry compares February price spikes back to 2008 and shows why carryout, not the headline price, decides whether forward sales look smart.
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