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The government's shut down, exports are dark, and someone just "found" 200 million bushels of corn. In this week's Hedge Heads, Jon Prischmann and Ryan Tungseth dig into a market that refuses to move—where corn's too expensive, wheat's too cheap, and soybeans can't seem to catch a break. They talk through why full carry and weak basis mean defense is the only smart play right now, why cheap options might be the best opportunity we've seen in years, and how to think about storage, calls, and straddles heading into winter.
They also touch on cattle's unstoppable run, why feeder prices may not add up, and what a "reset" could look like for the broader economy.
"Hedge Heads" is your go-to podcast for cutting through the noise of the futures markets. We get down to the nitty-gritty of grain and cattle trading, with a side of equities and crude oil talk, all while keeping an eye on the latest news that affects your bottom line. Tune in for straightforward insights and expert opinions to help you make more informed decisions on the farm or ranch. Whether you're looking to hedge your bets or get a leg up on the market trends, we've got you covered. We are always looking for topics and questions. Send yours to [email protected]
By Blue Creek CommoditiesThe government's shut down, exports are dark, and someone just "found" 200 million bushels of corn. In this week's Hedge Heads, Jon Prischmann and Ryan Tungseth dig into a market that refuses to move—where corn's too expensive, wheat's too cheap, and soybeans can't seem to catch a break. They talk through why full carry and weak basis mean defense is the only smart play right now, why cheap options might be the best opportunity we've seen in years, and how to think about storage, calls, and straddles heading into winter.
They also touch on cattle's unstoppable run, why feeder prices may not add up, and what a "reset" could look like for the broader economy.
"Hedge Heads" is your go-to podcast for cutting through the noise of the futures markets. We get down to the nitty-gritty of grain and cattle trading, with a side of equities and crude oil talk, all while keeping an eye on the latest news that affects your bottom line. Tune in for straightforward insights and expert opinions to help you make more informed decisions on the farm or ranch. Whether you're looking to hedge your bets or get a leg up on the market trends, we've got you covered. We are always looking for topics and questions. Send yours to [email protected]