• The partnership between Fusable and CamoAg brings together EDA data and land analytics to provide comprehensive insights into farmers' equipment, land ownership, and crops.
• Sales and marketing professionals can use this data to prioritize their time and make more informed decisions when approaching potential customers.
• The partnership aims to position salespeople as advisors and consultants to farmers, providing them with valuable insights and helping them make more efficient sales.
• The use of data in the agriculture industry is becoming increasingly important for sales and marketing teams to stay competitive and meet their targets.

Sound Bites

• "Your cold call is even relevant if that's your objective."
• "Skip the first five or eight or even 10 sales calls and come a little bit more prepared."
• "Help them skip the first five or eight or even 10 sales calls and come a little bit more prepared."

Chapters

00:00 Introduction and Background

08:07 Partnership between Fusible and Camoag

17:27 The Value of UCC Data in Sales

26:40 Synergies between Fusible and Camoag Data

30:23 Efficiency and Future Applications

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

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Takeaways

• Crop yields and planted acres influence the market, with expectations of record corn and bean yields.
• The market is ahead, factoring in big yields and overlooking potential demand issues.
• The upcoming August crop report may incorporate RMA data and impact the market.
• The stock market correction and economic uncertainties are affecting the agriculture industry.
• The cattle market is under pressure due to concerns about domestic demand.
• The hog market is at equilibrium, with supply and demand evenly matched.
• Brazil's production challenges and potential record bean crop pose a long-term concern for the United States.
• Oil and energy markets are volatile, influenced by geopolitical tensions and economic slowdown.
• Ethanol and renewable energy sectors may benefit from higher energy prices.
• Having a risk management plan and seeking expert advice is crucial in the current market conditions.

Sound Bites

• "Reports are coming out talking about a big crop."
• "The market seems to have gotten a bit ahead of itself."
• "There's a lot of concern about bean demand on top of this big crop."

Chapters

00:00 Market Expectations and Crop Yields

02:26 Demand Issues and Economic Uncertainties

04:30 Stock Market Fluctuations and Market Expectations

07:48 Challenges in the Cattle Market

09:42 Equilibrium in the Hog Market

14:48 Volatility in the Energy Sector

18:09 Importance of Risk Management

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

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Takeaways

• The Fed's decision to delay rate cuts is seen as a mistake, as economic numbers are accelerating to the downside, and the stock market is crashing. The market calls for immediate rate cuts, and an emergency meeting may be called in August.
• The corn crop is expected to be big, but the number of acres planted will affect carryout. Lowering old crop stocks, reducing harvested acres, and increasing demand may result in ending stocks of around 2.2 to 2.3 billion bushels.
• Due to significant changes in the economy and inflation rates, the market clearing price for commodities is not likely to be the same as it was before COVID-19. Today, it may be higher than between 2014 and 2020.
• The cattle market is experiencing liquidation due to the correlation between stocks and cattle prices. Concerns about beef demand and the high cost of beef compared to pork contribute to the movement in the cattle market.
• Flavor is an essential factor in the pork industry, and focusing on flavor rather than just efficiency may help increase pork cutout prices. People are willing to pay for what tastes good.

Sound Bites

• "The stock market is crashing and the stock market is going to call their bluff."
• "We're going to start to see this shift between cheap commodities, expensive stocks."
• "The futures market trades what they think the future is going to be today."

Chapters

00:00 Introduction and Overview

01:14 The Fed's Mistake: Delaying Rate Cuts

08:32 Corn Crop Outlook: Big Crop, but Factors Affecting Carryouts

16:07 Market Clearing Price: Why It's Unlikely to be the Same as Pre-COVID

19:35 Cattle Market: Liquidation and the Correlation with Stocks

23:06 Pork Industry: The Importance of Flavor in Increasing Cutout Prices

24:30 Conclusion and Closing Remarks

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

[email protected]

See omnystudio.com/listener for privacy information.

Takeaways

• Valley Transportation has partnered with Machinery Pete to provide shipping services for equipment listed on the Machinery Pete website.
• The trucking industry has seen a slowdown in agricultural freight due to low crop prices, but construction freight continues to move.
• Valley Transportation has its trucks and also offers brokerage services to handle excess freight.
• The auction market has become busier, and Valley Transportation can provide transportation services for equipment purchased at auctions.
• To request a quote for transportation services, contact Valley Transportation by phone or email with the make and model of the equipment and the pickup and delivery locations.

Chapters

00:00 Introduction and Discussion of Heavy Rain in Minnesota

01:42 Valley Transportation's Partnership with Machinery Pete

04:18 The Current State of the Trucking Industry

06:38 The Impact of Auctions on the Transportation Business

08:06 How to Request a Quote for Transportation Services

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

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[email protected]

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Takeaways

• The Federal Reserve has stated that it is not planning to change interest rates soon, which may affect the agricultural industry.
• Accrual and cash income are two ways of measuring profitability in farming operations. Accrual income considers future expenses and income, while cash income only considers actual cash flow.
• Understanding accrual income is essential for farmers and lenders to assess an operation's financial health accurately.
• The upcoming election may bring uncertainty to the agricultural sector, and farmers should work to mitigate risks and position themselves for potential changes.

Chapters

00:00 Introduction and Federal Reserve's Stance on Interest Rates

02:52 Accrual Income vs. Cash Income

14:39 Navigating the Uncertainty of the Upcoming Election

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

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Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

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• The commodities market has experienced recent volatility, with a mini crash in the yen carry trade and liquidation in various assets.
• The Federal Reserve's interest rate decisions could impact the US dollar and commodity prices.
• The current economic data suggests a need for rate reductions, which could benefit US-based commodity prices.
• The equipment business is tied to the corn and bean market, and the outlook for the commodity market could impact the equipment industry.
• The grain markets are currently undervalued, and historical indicators suggest a potential floor price in the near future.
• Producers should consider increasing their cash length in the market and protecting against upside price risks.
• The Atlantic-based hurricanes are not expected to be a major market mover this year, with the focus on storms developing in the Caribbean and Gulf of Mexico.
• Texas and the deep South are predicted to be the bullseye for hurricane impacts.
• Hackett Financial can be reached through their website, Twitter, and LinkedIn for more information and insights.

Chapters

00:00 Introduction to the Commodities Market

01:18 The Impact of the Federal Reserve's Interest Rate Decisions

03:17 Assessing the Current State of the Economy

06:36 The Connection Between the Equipment Business and the Commodity Market

07:46 The Potential for a Rebound in the Grain Markets

15:18 Strategies for Producers in the Current Market

18:19 The Outlook for Atlantic-Based Hurricanes

21:44 Predicting Hurricane Impacts in Texas and the Deep South

22:41 Contacting Hackett Financial for More Information and Insights

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

Move More Iron with Fusable! Get your Free Demo at

info.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

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[email protected]

See omnystudio.com/listener for privacy information.

Takeaways

• The corn market has experienced a rebound due to factors such as weather patterns, short covering, and increased export inspections.
• Farmers have an opportunity to sell their crops at a better price and should take advantage of rallies.
• Crop conditions vary across different regions, but the market expects yields to come in above trend.
• The cattle market is influenced by consumer demand and supply dynamics, and while demand may weaken, the lower supply will eventually push prices higher.
• The US wheat market is in a favorable position due to a large crop and reduced production in other countries, leading to strong demand for US supplies.

Chapters

00:00 Introduction and Rebound in Corn Prices

03:01 Factors Contributing to the Bottoming Process

05:25 Crop Conditions and Expectations for Yields

07:22 Consumer Demand and Supply Dynamics in the Cattle Market

09:30 Outlook for the US Wheat Market and Strong Demand for US Supplies

11:25 Conclusion

Sound Bites

• "I think we made a bottom apart of probably a bottoming process."
• "We've seen gold and silver and copper get completely obliterated."
• "This is an opportunity to make sure you sell a rally, a better price."

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

Move More Iron with Fusable! Get your Free Demo at

info.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

[email protected]

See omnystudio.com/listener for privacy information.

Takeaways

• The wheat market has experienced a significant decline in prices due to harvest pressure, despite tight global wheat supplies.
• The Russian wheat crop has decreased in size, adding to concerns about global wheat supplies.
• India, traditionally a major exporter of rice, has lifted its import tariff due to concerns about food inflation, further tightening the global rice market.
• China has increased its purchases of US soybeans due to production issues in Brazil, but has not yet shown interest in new crop soybeans.
• Weather conditions, including floods and heat, are impacting planting and crop yields in the US, potentially reducing overall production.
• The bird flu outbreak in the dairy industry may have implications for the beef market, particularly for dairy beef crosses.
• The tightness in global grain supplies and the potential for further volatility in the market are key factors to watch.

Chapters

00:00Introduction and Wheat Crop Update

03:07Tight Global Wheat and Rice Supplies

06:02China's Soybean Purchases and Market Volatility

11:05Weather Conditions and Crop Yields

13:37Potential Effects of the Bird Flu on the Beef Market

15:31Anticipating the USDA Acreage Report and Market Volatility

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

Move More Iron with Fusable! Get your Free Demo at

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Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

[email protected]

See omnystudio.com/listener for privacy information.

• The commodities market, particularly in agriculture, is currently bearish due to factors such as the crash in the Brazilian real and rain in the Eastern Corn Belt.
• However, there are bullish factors being overlooked, such as strong demand and potential weather issues in Brazil and Russia/Ukraine.
• Market sentiment is focused on the bearish narrative, but a shift in sentiment could lead to a rally in corn and wheat prices.
• The New Zealand dairy market is experiencing a decline in production due to oversupply in China, while the US dairy market is facing a supply shock from avian flu.

Chapters

00:00Introduction and Overview

00:55Bearish Factors in the Market

03:14Constructive Reports for Corn and Soybeans

05:14Market Sentiment and Political Factors

06:40The Need to Look Ahead

13:04The Potential for a Rally in Prices

16:05Weather Patterns and Potential Impact

22:06New Zealand Dairy Market and Chinese Demand

28:48The US Dairy Market and Avian Flu

29:18Conclusion

AI show notes are experimental. Did you find them useful?

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

Move More Iron with Fusable! Get your Free Demo at

info.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

[email protected]

See omnystudio.com/listener for privacy information.

Click To Listen:

https://moving-iron-podcast.simplecast.com/episodes/mip-markets-with-shawn-hackett-long-term-weather-volatility-and-commodity-prices

Click To Watch:

https://youtu.be/hFxdU-AXYjE

Chapters

00:00 Solar Cycles and Weather Volatility

06:19 Understanding the 11-Year Solar Cycle

14:36 The Gleissberg Cycle and Sea Surface Temperatures

27:26 The Prospects of a Cooling Trend

40:23 The Cooling Oceans and Their Impact

45:38 The Reversal of the Beaufort-Gyre

51:32 The Effects of Volcanic Eruptions

58:25 Changing Weather Patterns in South America

01:09:16 The Importance of Proactive Farming and Insurance

• Solar cycles and grand solar minimums have a significant impact on weather volatility.
• The activity of the sun, influenced by the motion of planets, drives long-term weather patterns.
• The 11-year solar cycle and the sun's wobbling motion around its barycenter affect solar output and solar wind.
• The Gleissberg cycle, an 89-year cycle, affects sea surface temperatures and weather patterns.
• The weather volatility cycle is predicted to peak in the late 2030s, with a cooling trend expected to begin after 2025. The Pacific and Atlantic oceans show signs of cooling, affecting weather patterns and agriculture.
• The reversal of the Beaufort-Gyere, a counterclockwise rotation of melting ice, can lead to increased weather volatility and cooling temperatures.
• Volcanic eruptions, especially those that release sulfur dioxide aerosols, can significantly impact global weather patterns and crop production.
• Deforestation in Brazil, particularly in the Amazon rainforest, is causing a decline in precipitation and changing weather patterns in the region.
• Proactive farming and insurance are crucial in navigating the agricultural industry's increasing weather volatility and price fluctuations.

Sound Bites

• "We are in an escalating weather volatility cycle."
• "Long-term weather volatility is driven by the activity of the sun and the solar wind."
• "This is really what drives or what is driving, according to us, this weather volatility cycle."
• "There's no example of that ever happening and I don't think it's going to happen now."
• "These are the different phases, combinations of the Atlantic and the Pacific."
• "We're not in a perpetual change in the pattern. What we were in is that"

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com

Move More Iron with Fusable! Get your Free Demo at

info.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

[email protected]

See omnystudio.com/listener for privacy information.