Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Sep 2021
Key nuts and bolts for margin protection
Duane Lowry breaks down margin protection: a county-based 95% policy at a $5.06 corn price, why it beats an 80% RP policy, and the Sept. 30 deadline.
Sep 2021
Weekly market outlook: Sep. 20-24, risk vs reward
Paul Neiffer and Duane Lowry ask where the risk hides in a strong market, and why record input costs put more dollars on the table than ever before.
Sep 2021
Margin protection: pay attention, act now
Steve Johnson explains margin protection for 2022 corn and soybeans: the September 30 deadline, coverage levels, and how premiums really work.
Sep 2021
Heading into harvest: weekly market outlook, Sept. 13-17th
Chris Wilson explains why locking input costs without locking revenue raises risk, how to read a report the market already sold into, and basis timing.
Sep 2021
Hurricane damage and the September USDA report driving the markets
Peter Meyer explains how a single damaged export terminal moves basis, how NASS builds a September yield, and how to size 2022 sales to input spend.
Aug 2021
Weekly market outlook: Aug 30th - Sep 3rd, pre-harvest market strategies
Grant Shimek on why open basis at harvest is an avoidable risk, judging storage by ROI, and covering revenue once you have locked expensive inputs.
Aug 2021
Markets under pressure - weekly market outlook: Aug. 23-27th
Clark Neighbors names the pre-fall fade, the habit of talking your own yield down, and shows how carry and export timing decide which crop you store.
Aug 2021
Keep your eyes on margin management
Joe Vaclavik explains why risk management is not prediction, when a fund-position signal stops working, and how to set carry roll targets in advance.
Aug 2021
Weekly market outlook Aug. 9-13th: August 12th USDA report on the way
Jarod Creed shows how to stack cash sales, early-delivery premiums and margin protection so next year's crop is profitable before it is planted.
Aug 2021
Weekly market outlook Aug. 2-6th: new month, new market
Ryan Moe reframes grain sales as portfolio management, not stock picking, and explains why locking input costs can matter more than the revenue side.
Jul 2021
What path does the market take now? Weekly market outlook, Jul. 26-30th
Grant Shimek explains how seasonals shape buying, what evidence would justify aggressive sales, and why doing nothing is a position with real risk.
Jul 2021
Conservation and carbon credits
Bill Northey tells farmers to test cover crops and no-till on one field, learn their carbon intensity score, and slow walk any carbon credit contract.
Jul 2021
Weekly market outlook: Jul. 19-23rd, weather continues to drive the corn and soybean markets
Mark Welch of Texas A&M shifts the marketing question from forecasting weather to what you already know: your cost, your yield, your breakeven.
Jul 2021
Weekly market outlook: Jul. 12-16th - another report and weather drive the markets
Peter Meyer sorts rallies into production and demand, reads a USDA report by hunting the wrong line item, and explains why an unknown cost delays selling.
Jul 2021
Weekly market outlook: Jul. 5-9th - will the fireworks continue?
Jarod Creed shows how to size summer sales off your crop insurance guarantee, pair a short hedge with a call, and stop guessing at the weather.
Jun 2021
June 30th crop report conversation from the field
Joe Vaclavik calls the 2022 crop the real risk: input costs up about 40 cents a bushel, Dec 22 corn just over $5, and a breakeven near $4.25.
Jun 2021
June 30th acreage report ahead
Garret Brown previews USDA's June acreage and stocks reports: 93.7 million corn acres expected, why limit moves are common, and how to set a trigger.
Jun 2021
The rollercoaster ride continues
Clark Neighbors shows how to tell a weather break from a macro break, read elevator hedging as sentiment, and use short dated puts on unsold bushels.
Jun 2021
Weekly market outlook: Jun 14-18th, weather markets heat up
Joe Vaclavik on why summer corn rallies usually beat expiration prices, how to avoid being oversold past your insured bushels, and when to skip an HTA.
Jun 2021
Weekly market outlook: Jun. 7-11th - the rollercoaster ride continues
Peter Meyer shows how to value a market you cannot see inside, sizing China's structural corn deficit and the renewable fuel pull on soybean oil.
Jun 2021
All eyes on inflation and interest rates
Brent Gloy explains why 4 to 5 percent inflation is the real risk, how to match long-term assets with long-term debt, and when to be careful buying land.
May 2021
Weekly market outlook, June 1-4th: volatility continues
Clark Neighbors of BIS Commodities lays out risk, reward and responsibility as a marketing discipline, and explains what basis moves signal about demand.
May 2021
Stay focused on risk management
Steve Johnson on adding unsubsidized hail coverage, filing FSA Form 578 with your agent, and margin protection with its September 30 deadline.
May 2021
Weekly market outlook 05-24/05-29
Jarod Creed shows how insurance guaranteed bushels plus option premium let a farmer lock a worst-case revenue per acre, and why deadlines matter.
May 2021
Crop update with Roger and Grant Rix
Roger and Grant Rix on planting the whole crop in three weeks near Aberdeen, why no-till held moisture, and corn basis running 24 cents over.
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