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Futures and options trading involves risk and is not suited for everyone.
We walk through a fast-moving cattle market as futures flip to a premium over cash, spreads widen, and feeders gain leverage to push bids or wait. We also weigh packer margins, rising carcass weights, retail features, and why alternative meats are losing steam.
• Futures premium over cash reshapes feeder incentives
• October–December spread widens and implies stronger mid‑November values
• Government shutdown delays key data and clouds signals
• Carcass weights climb toward records and lift beef tonnage
• Quality grading improves with longer days on feed
• Packer margins turn negative and risk slaughter cuts
• Retail features drive meat case movement and pricing
• Alternative meats struggle against price and clean label trends
• Structural tight supplies favor firm beef prices into 2026
If you enjoy this podcast, well, good news. If you're a client of mine, client of Mike's friend of Nesvik, you'll get it for free. But moving forward in the months to come, you're gonna have to join premium www.agbull.com. We hope to see you on the premium side.
Support the show
By Tommy Grisafi5
5050 ratings
www.agbull.com
Tommy's Premium Subscription: www.agbull.com
AgBull Audio and Video Links
Apple Music
Spotify
YouTube
TikTok
Futures and options trading involves risk and is not suited for everyone.
We walk through a fast-moving cattle market as futures flip to a premium over cash, spreads widen, and feeders gain leverage to push bids or wait. We also weigh packer margins, rising carcass weights, retail features, and why alternative meats are losing steam.
• Futures premium over cash reshapes feeder incentives
• October–December spread widens and implies stronger mid‑November values
• Government shutdown delays key data and clouds signals
• Carcass weights climb toward records and lift beef tonnage
• Quality grading improves with longer days on feed
• Packer margins turn negative and risk slaughter cuts
• Retail features drive meat case movement and pricing
• Alternative meats struggle against price and clean label trends
• Structural tight supplies favor firm beef prices into 2026
If you enjoy this podcast, well, good news. If you're a client of mine, client of Mike's friend of Nesvik, you'll get it for free. But moving forward in the months to come, you're gonna have to join premium www.agbull.com. We hope to see you on the premium side.
Support the show

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