Home Podcasts Chat BDC
Chat BDC

Chat BDC

Mike Opperman 105 episodes Latest Jun 9, 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

A Deep WASDE Dive, Seven Months of Dairy Export Growth, And What Are Annuities? Jun 12, 2026 403 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 Jun 11, 2026 399 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 Jun 10, 2026 355 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 Jun 9, 2026 364 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 Jun 8, 2026 1193 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 Jun 5, 2026 582 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 Jun 5, 2026 339 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 Jun 4, 2026 684 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 Jun 3, 2026 394 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 Jun 2, 2026 400 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 Jun 1, 2026 379 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 May 29, 2026 418 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.

Recommended

Playing