Chat BDC
Chat BDC is the executive briefing for farm CEOs, CFOs, and senior managers running America's largest farms. Each episode delivers concise, actionable business intelligence across all market categories. Hosted by Mike Opperman, the podcast provides concise market information to help farmers make more informed business and investment decisions. Whether you manage 2,000 cows or 20,000 acres, this is the ag business podcast built for farmer CEOs.
Episodes
More Structural Change in Cattle Markets, A Look at Futures Spread and Basis, and Treasury Yields
Send us Fan MailToday we start in cattle markets looking at how processing plant capacity is changing and what that means for plants going forward. Then we switch to commodity markets and the opportunity to review futures spread and basis, and we wrap up with a look at financial markets and treasury yields.
How Dairy Demand Will Soak Up Production, Packer Margins and Farmland Values
Send us Fan MailToday we explore how increased dairy demand is going to soak up all of the extra production. We switch to get an update on packer and feedlot margins, plus an update on farmland values.
Milk Prices Drop After Six Month Rally, Lockout Ends at Cargill Plant, Crop Tour Updates
Send us Fan MailToday we take a look at July federal milk marketing order prices and the first drop in prices across the board in six months. The lockout at a Cargill meat plant ends, and the Pro Farmer Crop Tour sees vastly different crop situations from West to East.
What Makes Top Farm Businesses Unique, Get another $136 More For Calves, Seed Selection Tips
Send us Fan MailToday we focus on an Uplevel Dairy podcast that looks at what makes the top 20% of farm businesses unique, plus tips on how to add value to your feeder calves. We wrap up with seed selection tips, since it's getting that time of year, and a look at what could impact social security decisions.
How Dairy Will Grow 15 Billion Pounds with Half the Farms, and A Deeper Look at What Tyson Is Doing
Send us Fan MailToday we focus on how dairy is going to grow by 15 billion pounds by 2030 with half the farms, and what Tyson is thinking with the latest plant closure and a 10,000 head reduction in daily processing.
The Packers Supply Squeeze, Commodity Reactions to WASDE, and Five Investment Tips
Send us Fan MailToday we focus on how packers are adjusting to the supply squeeze, how commodities reacted to USDA's WASDE report, and five common investment mistakes people make and how to over come them.
Big Focus on WASDE Today in Corn, Soybean, Cattle and Dairy Markets
Send us Fan MailToday we focus on USDA's World Agriculture Supply and Demand Estimates (WASDE) report that looks at markets across all grains and oilseeds, livestock and dairy markets.
Dairy's Impact on the Cattle Herd, Updates on Cattle and Grain Markets
Send us Fan MailToday we look at how the dairy herd is playing a role in the stabilization of the beef cow herd, how the cattle markets had a whacky week last week, and the potential for strong fluctuations in grain markets.
Dairy Exports, Cattle Markets, and A Dry July Impacts Corn Yields
Send us Fan MailToday we start with a look at dairy exports for the first six months of the year. We also get an update on cattle markets, and a look at how July weather could impact corn yields.
Seasonal Demand Boosts Milk Prices, Mandatory Labeling, and Commodity Markets
Send us Fan MailToday we look at how schools opening and holiday demand will support milk prices, Senate passing mandatory labeling, and a look at how commodities ended last week.
Class III and Class IV Milk Prices, Mandatory Labeling, Farm Bill Update
Send us Fan MailToday we talk about how Class III and Class IV milk prices are getting closer, the ongoing debate over mandatory country of origin labeling, and an update on the Farm Bill.
Dairy Consolidation, Feeder and Packer Margins, and a Bullish Start to 2027 Commodity Markets
Send us Fan MailToday we start with a report from Terrain on consolidation in the dairy market and how that will impact the future. We turn then to an update on feeder and packer margins, before looking at opportunities that will set the stage for a bullish start to 2027 for commodity markets.
Special Episode: Nate Donnay from Stonex Talks Dairy Markets, Protein v. Fat, Exports, and Cattle Prices
Send us Fan MailToday we have a special episode, a conversation with Nate Donnay, director of market insight at StoneX. Nate helps us understand a few things:- Protein is the hot topic, but let's not forget about fat- Cheese is still the market driver, and the most dominant product on export markets- Without the high cattle prices, dairy producers would be hurting. Dairy producers need to rid
U.S./Mexico Dairy Relations, The Cap on Beef Industry Shrinkage, and the Need for Temporary Grain Storage
Send us Fan MailToday we start with a look at a meeting between U.S. and Mexico trade officials, and the prospect of the slowdown in beef market constriction. We finish up with the need for temporary grain storage this fall.
Dairy Supply Tightens, New World Screwworm Subsides, Corn and Soybean Storage Options
Send us Fan MailToday we start with a look at dairy supply and how that's starting to tighten, then switch to an update on new world screwworm. We finish with a look at options for corn and soybean storage.
Three New Strategies for Dairy Producers, A Better Cattle Market, ADM to Crush More Soybeans
Send us Fan MailToday we start with a look into what large, progressive dairy producers see as the greatest challenges to their business in the near future. Our second story is a deep dive on cattle markets and how they've turned around recently, then finish up with a report on how ADM is increasing crushing capacity.
Data Security, Being Patient in Cattle Markets, and Dry Weather Impacting Corn Yields
Send us Fan MailToday we start with a look at the why's and how's of keeping your data secure, then turn to how those in cattle markets need to be patient when they see the market fluctuations like we've seen in the past few days. We finish up with how the recent weather may impact yield estimates.
Managing Tight Margins, A Drop in the Cattle Complex while Corn Rallies and Soybeans Slide
Send us Fan MailToday we start with a podcast review from Peggy Coffeen At Uplevel Dairy and an interview she did with Pauly Paul. He goes into detail about how dairy producers, and all farmers, can manage tight margins and constricted cash flow. We shift to cattle markets and a look at a drop in the complex after the news about the border reopening. We finish with commodity markets and a report o
Mexico Will Be Biggest USMCA Test, The Mexican Border Will Open Soon, and It's Dry Out
Send us Fan MailToday we start with a look at the issues related to Mexican trade as part of the USMCA negotiations, then review when the border will reopen to Mexican cattle in August. We wrap up with a look at just how dry it's been in corn-growing states.
Dairy Cull Cow Numbers, USDA Cattle on Feed Report, and Government Support Payments
Send us Fan MailToday we get an update on dairy cull cow data, a review of Friday's USDA Cattle on Feed report, and the potentially harmful affect regular government support payments could be having on agriculture.
Heat's Affecting Cheese Markets, COOL Will Cost $1B, Corn's Getting Close to $5
Send us Fan MailToday we talk about how the hot weather is boosting cheese markets and hurting the butter complex. A Meat Institute study suggests Country of Origin Labeling will cost the industry $1 Billion annually. Corn and soybeans continue to rally.
June USDA Milk Production Data, Tightening Feedlot Margins, Grain and Soybean Markets and a Wall Street Update
Send us Fan MailToday we start with the June USDA milk production report. Guess what? More cows made more milk and production continues to rise. Feedlot margins tightened last week, and grain and soybean markets improved. Stocks were basically unchanged even though the war in Iran has heated up again.
Tariffs on Canadian Dairy, A Cattle Market Rebound, and A Report on Equipment Sales
Send us Fan MailToday we start with a look at the 50% tariffs President Trump imposed on Canadian dairy, and whether the recent uptick in the beef market is here to stay. We wind up with a look at the market for big tractors and combines.
A Look At Cybersecurity Threats, Product of the USA Labeling, and the Competiveness of U.S. Farmers
Send us Fan MailToday we look at cybersecurity threats in the U.S. dairy industry and a new push toward Product of the USA labeling in the beef market. We wrap up with a look at what may be holding back U.S. farmers.
A Focus on Markets: Dairy Stays High, Cattle Markets Continue Slide, Grain Markets Keep Rally Going
Send us Fan MailToday we spend our time on market updates. Federal Milk Marketing Order Prices are out for June, and milk prices keep doing well. Cattle markets, on the other hand, have hit a record 15-day slide and we ask if the bottom is near. On the grain side, markets continue to rally although factors impacting prices are still volatile.
How Protein Demand Is Impacting Class III Prices, Reopening the Mexican Border, and Maximizing the Grain Rally
Send us Fan MailToday we start with a look at how GLP-1s and other health trends are increasing demand for dairy proteins, which is bolstering Class III milk prices. We then look at why Mexico wants to get the border reopened to live cattle, and how farmers can take advantage of market rallies.
Dairy Consolidation, Beef Market Insights, and Commodity Market Rebounds
Send us Fan MailToday we're going to look at the impact dairy consolidation on the producer side will have on the future of the industry, plus a close look at trends in the cattle market that will impact decisions for the balance of 2026. We wrap up with a quick look at commodity markets.
The Power of U.S. Dairy, a Heat Wave Destroying Pastures, A Crop Marketing Update
Send us Fan MailToday we start with a look at how the U.S. is gaining significant ground on Europe in the global dairy market, plus how a heat wave is destroying already dry pastures. We then look at a mid-year crop marketing outlook, and a potential new handout from the government.
Dairy Margins Stay Strong, Beef in the Dog Days, Grain Rally Follows Oil, While Oil Prices Surge
Send us Fan MailToday we look at how milk prices are outpacing feed costs, and grain rallies stay strong (but for how long). Beef is in the doldrums, and oil prices jump, again.
What Makes Land An Attractive Investment: A Chat About Land Values with Matt Erickson from Terrain
Send us Fan MailToday we have a special episode featuring a conversation with Matt Erickson, senior analyst with Terrain. We talk about land values, including what goes into setting the market, why land values can be a good investment, and what to consider if you're looking to buy or rent land.
Lock in Feed Costs, Choosing Technology on Ranches, Dropping Fertilizer Costs
Send us Fan MailToday we look at a great opportunity for dairy producers to lock in feed costs for the balance of 2026, then shift to a look at how to determine if technology is right for you on the ranch. We look at a drop in fertilizer prices before wrapping up in financial markets.
Global Dairy Prices Drop, We're Reaching Beef-On-Dairy Maturity, What's Ahead for WASDE and Oil Jumps
Send us Fan MailToday we look at a drop in prices at the latest Global Dairy Trade auction, plus how we may be reaching maturity in the beef-on-dairy market. We look ahead at what to expect for the July WASDE report and a jump in oil prices thanks to a potential end to the U.S./Iran cease fire.
What Dairy Producers Can Expect for the Rest of 2026, Confusion in Cattle Markets, Grain Market Trigger
Send us Fan MailToday we focus on what dairy producers can expect in terms of milk prices for the rest of 2026 and into 2027, and a deeper dive into what's going on in the cattle markets. We finish with three triggers to watch out for in grain markets.
A Summer Reset for Dairy Prices, Beef Export Numbers Out of Whack, Wet Growing Conditions in Corn States
Send us Fan MailToday we get a report from Ben Laine at Terrain and a reset on milk prices for the balance of 2026. Then we look at USDA beef export numbers and why they don't jive with market activity. We read a report on growing conditions in corn states and finish with a look at Wall Street.
Expanded Access to H-2A Workers, A Look at Heifer Retention, Weather-Impacted Grain Markets
Send us Fan MailToday we start with information on expanded access to H-2A workers for dairy farmers, and information on what lower heifer share of marketed animals means for herd expansion. We then look at how to adjust for weather-impacted crop markets, and finish up with an article on which stocks analysts predict will deliver returns.
A Drop In Two Milk Classes, Cattle Futures Fall a Bit, USMCA Updates and Stocks Continue Strong
Send us Fan MailToday we start with a look at a bit of a drop in Class III and Class IV milk prices, then also talk about a short blip in cattle futures and what packers are doing about it. We take a look at the future of the US Mexico-Canada trade agreement, before we end with an update on Wall Street.
A Fat-Protein Swap, Heat Coming to the Plains, Reaction to the USDA Report, and the Dow Sets a Record
Send us Fan MailToday we start with a report about fat levels outpacing protein for the first time since November. We switch to a report about heat coming to areas that have been under drought this year, then a review of what markets did in reaction to the USDA acreage and inventory report. We finish with the Dow setting new records.
The Latest USDA Acreage and Stocks Report, Dairy DMC Update and Small Cap Stock Opportunities
Send us Fan MailToday we start with a review of USDA's June acreage and inventory report, then flip to dairy where we review the Dairy Margin Coverage numbers (hint: margins are strong). We wrap up with a look at small-cap stock opportunities.
The Top Employee Complaints, An Update on Commodity Markets, and Stocks Gain Loss Ground
Send us Fan MailToday we start with a look at the top three things that employees complain about on their farming operations. We pivot to market news with an update on commodity markets ahead of tomorrow's USDA reports, and a rebound of indexes on Wall Street.
Dairy Cull Numbers Are Dropping, Pork Industry is Strong, Dump the Weather Forecasts
Send us Fan MailToday we start with an update on dairy cull cow numbers and how they are starting to throttle down a bit. Then we offer a report on the pork industry and how pork is well positioned to take advantage of consumer demand for protein. We switch over to a look at weather, including how farmers should throw out their long range weather forecasts, before ending with a quick look at finan
Three Factors Impacting the Beef Complex, Impact of European Heat, And Inflation Factors Rising
Send us Fan MailToday we start with three factors that are impacting the cattle complex. We pivot to how the European heat will impact corn markets, and finish with how a key inflation indicator is at a three-year high.
Dairy Supply Is Depressing Prices, Farm Bill 2.0 Hits the Senate, and Treasury Yields Drop Below 4.5%
Send us Fan MailToday we look at how the increasing supply of dairy products is outpacing demand and negatively impacting product prices. We shift to a deep dive on the latest iteration of the Farm Bill as the Senate begins markup soon. We finish in financial markets and look at a drop in Treasury notes as inflation fears rise and oil prices drop.
High Dairy Replacement Values, A Hot Beef Market, Drought Conditions and Falling Tech Stocks
Send us Fan MailToday we focus on $4,000 dairy heifer replacements thanks to the popularity of the beef-on-dairy management programs. We also look at why cattle markets are on such a tear, and how drought could be around for awhile in the northern corn belt. We end with financial news and how tech stocks are weighing down financial markets.
May Milk Production Report, Basis Review for Light Weight Cattle, Grain Markets Drop and Stock Markets Rise
Send us Fan MailToday we review the May USDA Milk Production report. No surprise, milk production is up on more cows being milk. We take a deep dive into basis levels for low weight cattle and why they're higher than normal. There's a quick look at commodity markets before wrapping up with news from Wall Street.
How Far NWS Will Spread, When Dairy Replacement Numbers Will Improve, and a Quiet Fed
Send us Fan MailToday we look at reports on how farm New World Screwworm will spread, then review a CoBank report on when dairy replacement numbers will start to improve. We wrap up with a look at how a quieter Federal Reserve will impact financial markets.
Carbon Credit Stagnation, Cattle on Feed Report, A Soybean Crossroads, And Cheap Gas Again!
Send us Fan MailToday we start with a look at how carbon credits, which were once in high demand by dairy producers, just aren't worth it in today's economy. We move to a quick look at the USDA cattle on feed numbers before a report on a crossroads existing in soybean markets. We finish up with a drop in gas prices below $4 per gallon.
Dairy Processing is Outpacing Supply, Percentage of Prime Beef Rises, Fertilizer Drops, and the Fed Meets
Send us Fan MailToday we look at the milk powder market and how we've got more processing available than supply can fill, which is a bit unusual for dairy. On the beef side, the percentage of beef grading prime continues to rise, thanks to continuously improving genetics, heavier carcass weights and better management. In crop news we're starting to see fertilizer prices come down, which
Rain Is Helping Dry Pastures, Milk Prices Continue to Rise, Commodities React to China and Stocks Jump
Send us Fan MailToday on Chat BDC we start with look at how timely rains have helped pastures in some drought areas, then we shift over to a milk price update which shows prices continuing to rise. Before finishing up with financial news we look at how commodity prices reacted to potential China activity.
NWS Control Guidance, A New Leadership Model on Dairies, And Five Disruptive Events for Ag
Send us Fan MailToday we get guidance on how to control New World Screwworm, and we follow that with information about how one dairy producer develops and fosters a multi-site culture. We wrap up with five things that are driving shifts in agriculture.
Sec. Rollins Inspected NWS Areas, and El Nino Is Here but So What?
Send us Fan MailToday we start with a report on a trip by Ag Secretary Rollins to the ranch where the first reported case of New World Screwworm was diagnosed. We also talk about El Nino and, now that it's here, what we can expect. We wrap up with background on TN visas and how it could help dairy producers.
A Deep WASDE Dive, Seven Months of Dairy Export Growth, And What Are Annuities?
Send us Fan MailToday we take a deep into the June USDA WASDE report (spoiler alert) there's not much change in corn and soybean markets. Dairy keeps rolling along, though, as we look at what's driving seven straight months of export growth. We finish in financial markets with a look at annuities and how they can benefit your portfolio.
Feedlot Margins Hit $450, Butter Prices are Rebounding, We've Been Historically Dry and Warren Buffett Has Advice for Farmers
Send us Fan MailWe start off today with a look at margins and prices. Feedlot margins hit $450 recently, and on the dairy side product prices maintain strength including butter, which had been soft but is rebounding. We also look at weather, with a report that shows we've been historically dry this year. The wrap is a story that looks at three things Warren Buffett says farmers should know.
A New World Screwworm Update, a Look at Commodity Markets, and Cramer Is Skiddish About Bulls
Send us Fan MailToday we get a New World Screwworm update: it's spreading but USDA has it handled. Commodity markets continue to fluctuate waiting for the big report coming out on Thursday. We finish with news from Jim Cramer, who isn't believing the strength in the bull market.
There's More New World Screwworm, Corn Drops On Investor Fallout, and Consumers Are Still Frustrated
Send us Fan MailWe start with an update on New World Screwworm. There's two new cases including a border-hopping dog. Corn futures fell off recently thanks to investors pulling out of the market over bearish weather, and the job market is strong but consumers still aren't happy.
North: We're Navigating a New Era of Dairy and Beef Markets
Send us Fan MailOn today's episode we feature a conversation I had last week with Mike North from Ever.Ag. Mike brings us up to speed on the current status of the dairy industry, including how we're continue to evolve to a solids-dominant market from breeding cattle, processing, consumer demand and everywhere in between.
Chat BDC Special: Ever.Ag Expands AI-Based Decision Tool for Livestock Operations
Send us Fan MailOn today's special episode we talk with Simon Drake, Chief Product Officer with Ever.Ag, about the expansion of Everett, their AI-based decision engine, into livestock and animal protein markets. It's fascinating technology you'll want to learn more about as you look toward improving your ability to make quick, accurate decisions on your operation.
Bigger Cattle is the New Norm, and Soybean Yields Could Be Huge This Fall
Send us Fan MailToday we'll look at how bigger cattle are probably going to be the norm moving forward and we look at improving carcass efficiency. Plus, the stars are aligning to create a record breaking soybean crop this fall. We finish with AI stocks continuing to drive Wall Street indexes to new highs.
Lee Schulz, Ever.Ag Economist: Pork Is In a Good Position With Export and Domestic Demand
Send us Fan MailOur conversation today features the pork industry with a chat with Dr. Lee Schulz, chief livestock economist with Ever.ag. He goes into detail about where we're at as an industry today, and where we're headed with strong exports and an opportunistic positioning against expensive beef.
We're Experiencing a Milk Check Revolution While Cattle Producers Are Making Tough, Drought-Driven Decisions
Send us Fan MailOur milk checks are focusing more on solids that fluid, which is changing the way we breed, feed, process and sell milk and dairy products. Plus, cattlemen are being forced to make tough decisions as drought and water resources are drying up. On the other hand, there are a few AI companies that are about to make trillions of dollars in public offerings.
No DMC Run This Month or In the Near Future, Cattle Markets Looking for Direction
Send us Fan MailToday we start with a look at the Dairy Margin Coverage program payouts. Margins are too good on dairy farms for any payments to be made, but we're still running below YOY levels. Beef markets are in a sideways pattern, looking for direction on which way to move next. And oil prices keep bouncing around.
Why Consumers Are Soaking Up Dairy And Still Buying Beef
Send us Fan MailToday we focus on consumers with stories on how export and domestic demand is soaking up the extra milk production. Speaking of consumers doing their part, we turn to the beef market and dive into why the heck consumers are still paying a mortgage payment on ribeyes. We finish up with a quick look at a drop in oil prices.
Summer May Be Wetter Than Anticipated, Cattle Rally, And Consumers Aren't Feeling It
Send us Fan MailToday we start with a look at weather and potential for a turn around in drought conditions, then switch to an update on cattle markets. We end with a look at consumer confidence.
Dairy Is On a 16-Month Heater, Corn Prices Are Falling With Oil Prices
Send us Fan MailOn today's podcast the dairy industry is on a 16-month track of higher YOY production. On the other hand, corn prices continue to stumble as oil prices fall as well.
High Replacement Prices Are Impacting Dairy Culls, Corn Futures Took a Step Back
Send us Fan MailWe start with a review of the latest USDA Livestock Slaughter report and how replacement values are impacting cull cow slaughter. We also talk about the slide in corn futures that parallels oil markets, and how tech companies continue to support Wall Street indexes.
Farmers Need Blinders On to Stay Focused On Marketing Fundamentals This Crop Season
Send us Fan MailIn our conversation today we talk to Britt O'Connell, senior director of grain risk management with Ever.ag. Britt offers great insights into the volatility in grain markets, with geopolitical impacts of Iran and China, weather diversity throughout the U.S., the impact of fund investors and managed money. To survive, farmers need to know their business fundamentals and put on
Cattle On Feed Report Is A Bear, Milk Production Continues to Grow
Send us Fan MailUSDA's May Cattle on Feed report showed placements ahead of a year ago but reduced marketings, leading to a bearish feeling in the markets. May milk production was up on--you guessed it--a larger dairy herd. In investment news, the surge in risk free treasury yields is sending bond investors in search of better opportunities.
Cargill Forces Lockout, Corn Markets Slide, SpaceX Goes Public
Send us Fan MailToday we start with Cargill announcing a lockout at one of its facilities, then we pivot to corn markets sliding a bit after a rally. We finish with news of SpaceX going public.
Global Dairy Markets Are Cautious, Drought Begins to Impact Crop Progress
Send us Fan MailToday we have a report on the latest Global Dairy Trade auction, where participants in the auction took a cautious approach indicating global dairy markets may be waiting for a shift. Also, much of the country is still dry and it may start impacting the growing season. We wrap with a stock market rally.
USDA Updates Livestock Insurance Programs, Drought Updates in Cow Country
Send us Fan MailUSDA Risk Management Agency updated livestock insurance programs this week, we talk about what producers can expect. Also we dive into the drought status for pastures in cow country, and end with a surge in bond markets on Wall Street.
USDA Lowers Beef Forecast, Raises 2027 Milk Production Forecast; Markets React to China News
Send us Fan MailUSDA released its latest forecast for beef, pork and milk production and we cover that in depth. Commodity markets showed signs of life after China told the U.S. they were going to by billions of dollars of ag products over the next three years. We wrap up with Walmart and Amazon placing emphasis on rural America.
The Impact of the U.S.-China Talks on Ag Markets
Send us Fan MailOur main focus today is reporting on the U.S.-China talks and the impact those talks will have on beef and commodity markets. We also look at a small slide in U.S. stocks.
Dairy Replacement Values Continue to Climb, While China Says 'No Thanks' to U.S. Beef
Send us Fan MailToday we center on an article from Dairy Herd Management on replacement dairy values. Hint: They aren't getting cheaper. We also report on China's pull back on export clearances for U.S. beef, and Wall Street sets new records, again.
Insights Into the Beef Industry and Genetics From Lee Leachman
Send us Fan MailToday we're excited to bring you a conversation we had with Lee Leachman, CEO of Leachman Cattle and noted beef industry and genetics expert. We talk about the current status of the beef industry, the impact that genomics has had on today's beef herd, and a look at where we're headed as an industry.
Get the Scoop On Latest WASDE Report Updates on Commodity and Livestock Markets
Send us Fan MailWe go full WASDE today with a look at corn, soybean, livestock and dairy markets. We wrap up with a stumble on Wall Street as AI stocks slump.
Trump's Meeting With China This Week Will Have Big Impact Across All Markets
Send us Fan MailWhen President Trump meets with Chinese President Xi Jinping this week, the results could have a huge impact on livestock, and commodity markets as well as on Wall Street. All three stories today focus on those potential impacts.
Record pork exports start off 2026; Commodities wait for China summit this week
Send us Fan MailWe start with a USMEF report on pork and beef exports through the first quarter of 2026. After a pivot to look at commodity markets we wrap with a look ahead to what Wall Street is looking forward to this week. The China meeting this week will have an impact on all markets, ag and non-ag.
Cheese, Butter Exports Continue to Break Records; Commodity Markets Adjust to Iran War
Send us Fan MailWe start out today with a look at dairy export results. Cheese and butter continue to dominate, and U.S. dairy exports have had positive YOY results for the past six months. In commodity markets, which direction the markets will go depends a lot on the war in Iran. Our financial news wrap up includes a positive outlook on the U.S. economy coming from the White House.
Three Things Beef Producers Need To Be Thinking About; Why Are Diesel Prices So High?
Send us Fan MailWe start this episode out with a look at three things beef producers need to focus on heading into summer. We pivot to news about why diesel prices are so high, and how long they will stay there. We wrap up with a look at labor markets.
Drought May Impact Pasture Growth, Herd Rebuilding
Send us Fan MailWe start looking at an update on the drought situation in cow-calf country, and how it's the worst since at least 2000. We then look at planting updates, which is ahead of 2025 and five year averages. The wrap up is in financial markets, as stock indexes have another stellar day.
A Review on Dairy Risk Management, a Soybean Outlook and Investor View on AI
Send us Fan MailToday we focus on an UpLevel podcast that reviews dairy risk management options. We also get a soybean forecast (hint=China plays a role) and how investors are looking at big tech AI.
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