Markets Episodes
Every Ag View Pitch conversation on markets — summaries, key takeaways, and full transcripts.
Episode 785
Bloody June for grain markets - weekly market outlook: June 8-12
Daniel Elsner explains how a crowded fund long unwinds, when accumulator contracts make sense, and why marketing plans belong ahead of field season.
Episode 783
Fund selling pressures grain markets: weekly market outlook, Jun. 1-5
Jeff Fichtelman explains how fund liquidation moves nearby futures, when basis contracts pay, and why waiting for a nickel costs farmers real dollars.
Episode 778
Are the highs in for grain markets?
Brian Splitt shows how to read uptrends, fund positioning and energy markets, and why standing target orders beat watching screens during planting.
Episode 777
Corn basis, China and planting: weekly market outlook, May 11th-15th
Ryan Moe of StoneX explains why Western Corn Belt basis dies at harvest, how to judge a bump worth hitting, and why your competitor is global, not local.
Episode 773
Farm Profit Manager: the history and the why
Chris Barron and Shay Foulk trace Profit Manager from 1990s DOS spreadsheets to a free app, and explain why cost of production drives every decision.
Episode 765
Grain markets quiet, headline fatigue builds: weekly market outlook, April 6-10
Daniel Elsner explains headline fatigue, why big on-farm corn stocks cap basis, and how to judge whether an early spring high was the top of the year.
Episode 757
Hold your breath: weekly market outlook, Mar. 9th-13th
Daniel Elsner separates headline rallies from fundamental ones, and stacks insurance and program payments onto cash sales to show total farm revenue.
Episode 749
Beans, beans, the magical fruit! Weekly market outlook: Feb. 9-13th
Garret Brown cross-checks NOPA against USDA crush data, explains why farmers hold grain longer than advisers like, and how to avoid forced decisions.
Episode 745
Brazil big crop, Argentina risk - weekly market outlook: Jan 26th - 30th
Ryan Moe and Brian Splitt explain why money may rotate from record-high metals toward cheap grains, and why low volatility favors buying options.
Episode 741
Index funds and USDA preview
Joe Vaclavik separates trend-following hedge funds from long-only index funds, and explains why thin corn margins put the focus on basis and carry.
Episode 735
Rethinking your marketing plan: weekly market outlook, Dec. 22nd-26th
Jarod Creed explains why crop insurance and farm program payments can make a price rally shrink total farm revenue, and how to market around that.
Episode 734
Trending higher to end 2025?
Garret Brown of Codak Risk Advisory on December price action, why he questions harvested acres, and why lender talks get harder heading into 2026.
Episode 726
Don't sleep on 2026: weekly market outlook, Nov. 17th-21st
Daniel Elsner explains why a disciplined base layer of sales, sized to your variable costs, beats chasing rallies and waiting for a seasonal window.
Episode 725
2026 farm cash flow shift: Weekly market outlook Nov 10-14
Jarod Creed shows how insurance, farm programs and grain sales now arrive as one revenue bucket on very different timelines, and how to plan cash flow.
Episode 723
Navigating market noise: weekly market outlook, Oct. 27th-31st
Greg McBride explains why headline rallies move soybeans without changing fundamentals, and how to have offers ready before the news actually breaks.
Episode 716
Grain baggers: costs, logistics, and market opportunities
What grain bagging really costs: 8 cents a bushel for the bag, about 25 cents in and out, bag sizes, moisture limits, and when the market carry pays.
Sep 2025
Friday rewind: Dad's Wisdom, Ron Dykshoorn from Alberta, Canada
Ron Dykshoorn on a 1907 Alberta homestead, farming with horses in 1941, lentils to India, and why he hands decisions to his sons Sam and Chet.
Episode 710
To fert or not to fert: Dr. Hart, Lewis Stearns
Chad Hart and Lewis Stearns on why potash cannot be cut, when to book fall anhydrous, and how soil test data sets a fertilizer budget for 2026.
Episode 709
May to Sep: what's changed?
Garret Brown revisits his spring call, explains why big corn yields get revised down later, and how to hedge without getting blown out on margin.
Sep 2025
Profit Manager 101
Chris and Shay explain how Profit Manager builds a one-page cost of production, why return to management overhead gets missed, and how to cost each pass.
Episode 701
Millennial Farmer Zach Johnson, west central Minnesota
Zach Johnson on splitting farm roles with his dad, selling corn at 10 under Chicago, a 45-acre prevent plant call, and the Millennial Farmer channel.
Episode 700
Crop prospects 2025: fact vs. fiction from the field
Agronomist Lewis Stearns reports 17 more bushels of corn and 6 more of soybeans from one fungicide pass, plus why 2025 looks like a Toyota Corolla crop.
Episode 689
I'm undersold, now what?
Chris Barron and Shay Foulk cover five moves for undersold farms: overrun bushels, harvest basis, logistics, lender cash flow talks and aid checks.
Episode 688
Strong crop, weak market: weekly market outlook July 14-18
Jeff Fichtelman explains why fundamentals stop driving price when farmers are undersold, and how crop insurance scenarios should shape your sales.
Episode 684
History rhymes: weekly market outlook, July 7th-11th
Duane Lowry explains why uniform crops point to a big yield, and how to test whether price times yield still makes the season a survivable one.
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