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Chat BDC

Chat BDC

Mike Opperman 105 Episodes Oct 14, 2026

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

Powder Strengthens and Cheese Rebounds, Cattle Rally, Payments Offset Higher Crop Costs
Powder Strengthens and Cheese Rebounds, Cattle Rally, Payments Offset Higher Crop Costs Oct 14, 2026 366 Send us Fan MailToday we start with a look at how milk powder prices continue to strengthen as cheese prices rebound, but butter continues to slump. We also look at how cattle prices rallied late last week and what could be on the horizon. We finish with how government payments could help offset higher input crop input costs, including diesel prices.
New Dairy Checkoff Leadership, New USDA Grazing Initiatives, Corn Futures Rebound
New Dairy Checkoff Leadership, New USDA Grazing Initiatives, Corn Futures Rebound Oct 13, 2026 358 Send us Fan MailToday we start with news on the new Dairy Checkoff leader, then pivot to new initiatives from USDA for grazing lands allotments. We finish with and update on commodity markets after the WASDE surprise from last week. 
A Drop In Milk Production Forecast, Bumpy Roads Ahead for Cattle, and A Corn Surprise
A Drop In Milk Production Forecast, Bumpy Roads Ahead for Cattle, and A Corn Surprise Oct 12, 2026 402 Send us Fan MailToday we start with a look at the latest WASDE report and a drop in milk production forecast. Then we go through a report from Dave Weaber at Terrain regarding Q4 cattle markets, and finish up back at the WASDE report and a surprise increase in projected corn yield.
Dairy Export Rebound, Risk Management for Fall Feeder Calves, and Commodity Market Volatility
Dairy Export Rebound, Risk Management for Fall Feeder Calves, and Commodity Market Volatility Oct 9, 2026 385 Send us Fan MailToday we start with a look at dairy exports from the August USDEC report, then offer some tips on risk management practices when purchasing fall feeder calves. We finish with a look at volatility in grain and oilseed markets. 
Protein Is King, Feeder Margins Stink, and Get Your Red-Dye Diesel
Protein Is King, Feeder Margins Stink, and Get Your Red-Dye Diesel Oct 8, 2026 358 Send us Fan MailToday we start off with a look at how protein is reshaping the dairy market from farm to table. We shift over to a look at plunging feeder margins, and wrap up with the news from the White House about making red-dye diesel more available.
A Dairy Workforce Plan, ICE Impact in Kansas, and Five Tips for Financial Success
A Dairy Workforce Plan, ICE Impact in Kansas, and Five Tips for Financial Success Oct 7, 2026 361 Send us Fan MailToday we briefly talk about a new workforce option for dairy farmers, then we shift to an update on the Kansas ICE raids and how that impacted the beef industry in southwest Kansas. We finish up with a look at five tips to help your farm reach financial success. 
Dairy Diverges, Fall Marketed Calves, and Advantages of Leasing or Buying Equipment
Dairy Diverges, Fall Marketed Calves, and Advantages of Leasing or Buying Equipment Oct 6, 2026 430 Send us Fan MailToday we start with how the dairy market continues to diverge toward protein products. We then talk about the advantages beef producers will have when marketing fall calves. We wrap up with the IRS implications of leasing or buying equipment. 
Milk Prices And Beef Crosses, Japanese Demand for U.S. Beef, and a New Farmworker Minimum Wage
Milk Prices And Beef Crosses, Japanese Demand for U.S. Beef, and a New Farmworker Minimum Wage Oct 5, 2026 295 Send us Fan MailToday we start with a look at how the value of beef cross calves is keeping milk prices from growing, and how Japanese consumers are driving demand for U.S. beef. We also look at new legislation in California that raises the farmworker minimum wage to $19.75.
Class IV Rebounds, Ranchers Push Back on Imports, Commodity Stock Surprise, and A Strong Q2 Economy
Class IV Rebounds, Ranchers Push Back on Imports, Commodity Stock Surprise, and A Strong Q2 Economy Oct 2, 2026 329 Send us Fan MailToday we start with a report on Class milk prices, with a rebound on Class IV. Then we see how ranchers are pushing back on beef imports and asking President Trump to calm down on his import plans. We then look at USDA Stocks report and an analyst surprise, then finish up with a financial report on a positive Q2 economic summary.
Dairy DMC Triggered, Dealing with Low Beef Cull Cow Prices, and Maintaining Farm Cash Flow
Dairy DMC Triggered, Dealing with Low Beef Cull Cow Prices, and Maintaining Farm Cash Flow Oct 1, 2026 384 Send us Fan MailToday we start with a report on the triggering of DMC payments in dairy, then pivot to how beef producers can deal with lower cull cow prices. We wrap up with opportunities to manage cash flow on farms. 
A Beef Cattle Outlook, A Harvest Update, and Despondent Consumers
A Beef Cattle Outlook, A Harvest Update, and Despondent Consumers Sep 30, 2026 364 Send us Fan MailToday we catch up on a beef outlook through a CattleFax report, then take look at harvest progress. We finish with a report on how consumers aren't digging the current economic situation.
New Processing Plant in Missouri, The Benefits of Beef Imports, Bears After China Visit
New Processing Plant in Missouri, The Benefits of Beef Imports, Bears After China Visit Sep 28, 2026 303 Send us Fan MailToday we offer news of a new processing facility in Missouri thanks to Schreiber. We then go into detail on the actual benefits of beef imports, then we look at the bears in the market after the non-news of the China visit last week. 

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