Moving Iron Podcast

Moving Iron Podcast

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Moving Iron Podcast episodes

  • MIP Markets with Shawn Hackett - 4 Million Less Acres of Corn

    MIP Markets with Shawn Hackett   4 Million Less Acres of Corn

    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.randallreilly.com/moving-iron-podcast.

    Summary
    In this episode of the Moving Iron Podcast, Casey Seymour interviews Shawn Hackett from Hackett Advisors about the current state of the commodity market. They discuss the recent report on planting intentions and its impact on the market. They also delve into the role of weather in the planting season and the potential for a May freeze. Hackett shares his long-term predictions for the US market, highlighting the importance of monitoring weather patterns and drought conditions. They also touch on the drought conditions in Russia and its potential impact on the global market. Overall, the conversation provides valuable insights for farmers and market participants.

    Takeaways
    The recent report on planting intentions significantly impacted the market, with corn acres decreasing and soybean acres increasing.

    Weather plays a crucial role in the planting season, and a warm and dry April could lead to a quick start to planting and push prices down.

    Long-term predictions suggest an elevated risk for a significant crop problem in the US market in the next few years due to cycles and weather patterns.

    Drought conditions in the US, particularly in Iowa and Illinois, could significantly impact corn and soybean production.

    Drought conditions in Russia, especially in the southern half, could also affect winter wheat 
    production and the global market.

    Chapters
    00:00 Introduction and Report Analysis
    03:00 Impact of Weather on Planting Season
    06:09 Long-Term Predictions for the US Market
    07:08 May Freeze and Summer Months
    23:43 Drought Conditions in Russia
    28:14 Conclusion and Contact Information

    Click To Watch:
    https://youtu.be/cfAjTcNCdaM

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
    Music By: @TalbottBrothers

    Host: @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    36 min
  • MIP #423 We Have The Meats, Technically with Doug Johnson

    MIP #423 We Have The Meats, Technically with Doug Johnson

    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.randallreilly.com/moving-iron-podcast.

    Summary

    Doug Johnson discusses lab-raised meat technology and its potential impact on the agricultural industry. Lab-raised meat is produced by growing stem and immortalized cells in a controlled environment with the idea it will reduce land and water usage, greenhouse gas emissions, and animal slaughter. However, scaling up production and ensuring food safety are challenges. The market demand for lab-raised meat is growing, but there are concerns about fair labeling and consumer education. The agricultural industry needs to advocate and educate others about the benefits and challenges of lab-raised meat.

    Takeaways

    Lab-raised meat is produced by growing stem and immortalized cells in a controlled environment with the idea it will reduce land and water usage, greenhouse gas emissions, and animal slaughter. 

    There are challenges in scaling up production and ensuring food safety in lab-raised meat production.

    Market demand for lab-raised meat is growing, but there are concerns about fair labeling and consumer education.

    The agricultural industry needs to advocate and educate others about the benefits and challenges of lab-raised meat.

    Chapters
    00:00 Introduction and Background
    02:59 Lab-Raised Meat Technology
    05:51 How Lab-Raised Meat is Produced
    09:03 Immortalized Cells and Genetic Editing
    12:06 Challenges and Scalability of Lab-Raised Meat
    14:51 Market Demand and Waiting Lists
    21:59 Consumer Perception and Education
    25:05 Future Implications and Labeling
    30:02 Conclusion and Call to Action

    Click To Watch:
    https://youtu.be/QBUVzKBmzro

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
    Music By: @TalbottBrothers

    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    38 min
  • MIP Markets with Shawn Hackett - Avian Flu and Dairy Cattle

    MIP Markets with Shawn Hackett   Avian Flu and Dairy Cattle

    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.randallreilly.com/moving-iron-podcast.


    Summary
    In this episode, Sean Hackett discusses various topics related to the agricultural commodities market. He provides insights on the wheat market, highlighting the minor reports of damage due to cold temperatures in certain areas. The conversation then shifts to the avian flu and its impact on dairy cattle, with Sean explaining the contagious nature of the disease and the potential production shortfall. The discussion further delves into the cattle market, where Sean predicts a period of sideways trade due to consumer pullback and increased supply. Finally, the hog market is analyzed, with Sean discussing the contraction in China's hog herd and the potential increase in demand for foreign pork supplies.

    Takeaways
    Cold temperatures in certain areas have caused minor damage to the wheat crop, but the overall impact on the market is insignificant.

    The avian flu has spread to dairy cattle, potentially causing a production shortfall and significantly impacting the dairy industry.

    The cattle market is expected to experience sideways trade as consumer pullback and increased supply affect prices.

    The hog market is showing signs of recovery, with the contraction in China's hog herd leading to potential opportunities for foreign pork suppliers.

    Chapters
    00:00 Introduction
    00:33 Discussion on Wheat Market
    10:53 Cattle Market Analysis
    13:29 Hog Market Analysis

    Click To Watch:
    https://youtu.be/QBUVzKBmzro

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
    Music By: @TalbottBrothers

    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    24 min
  • MIP #421 Blame It On The Funds With Rich Posson

    MIP #421 Blame It On The Funds With Rich Posson

    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.randallreilly.com/moving-iron-podcast.

    Summary

    Richard Posson discusses his podcast and topics, including grains, crude oil, gold, the economy, and the stock market. He explains his analysis based on business cycle patterns and his belief that the stock market and the economy grow for about seven to 12 years before a recession occurs. Richard also discusses the relationship between grains and the stock market and the impact of job market data on the current economy. He analyzes inflation and interest rates and the Federal Reserve's approach to managing them. Finally, he explains the role of interest rates in a recession and the importance of the Federal Reserve in stabilizing the economy. In this conversation, Richard Posson discusses various economic topics, including predicting the economy and the impact of debt. He also talks about the influence of the dollar on exports and the factors driving grain prices. Additionally, he shares his insights on the stagnant oil market and its future prospects.

    Takeaways
    Richard Posson's podcast covers various topics, including grains, crude oil, gold, the economy, and the stock market.

    Richard's analysis is based on business cycle patterns, and he believes that the stock market and the economy grow for about seven to 12 years before a recession occurs.

    There is a relationship between grains and the stock market, with specific patterns and factors influencing their performance.

    Job market data, such as the number of non-farm jobs added, provides insights into the current state of the economy. Predicting the economy and the impact of debt is challenging, and many predictions have been proven wrong over the years.

    The dollar's value plays a significant role in exports and can affect the stock market.

    Various factors influence grain prices, including funds' behavior and commercial traders.

    The oil market is stagnant, with production levels and economic factors contributing to its lack of movement.

    Chapters

    00:00 Introduction to Richard Posson's Podcast
    01:17 Richard's Analysis and Business Cycle Patterns
    04:16 Job Market and the Current Economy
    08:28 Inflation and Interest Rates
    14:10 The Fed's Approach to Interest Rates
    20:57 Quantitative Easing and the Banking System
    21:28 The Importance of the Federal Reserve
    22:25 Predicting the Economy and Debt
    25:16 The Impact of the Dollar on Exports
    29:00 Factors Influencing Grain Prices
    37:18 The Stagnant Oil Market

    Click To Watch:
    https://youtu.be/V3_Wl5wuJUc

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc

    Music By: @TalbottBrothers

    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    47 min
  • MIP #420 - Inflation Report with Rich Posson

    MIP #420   Inflation Report - With Rich Posson

    Summary

    In this episode, Casey Seymour and Richard Posson discuss the recent CPI report and its implications for inflation and interest rates. They analyze the surprising inflation numbers and the market's reaction to them. They also explore the impact of inflation on the real estate market and the potential for manufacturing to shift back to the United States. Additionally, they examine the current trends in the real estate market and the effect of low interest rates on home buying. Richard Posson discusses various topics related to the economy, stock market, and interest rates in this conversation. He emphasizes the importance of locking in low-interest rates and the potential impact of the Federal Reserve on inflation. Posson also shares his optimistic outlook for the stock market and economy, highlighting the potential of AI and the importance of long-term trends. He discusses the behavior of companies about inflation and the possibility of a Goldilocks scenario. Additionally, Posson touches on oil prices, the dollar index, and the struggle with interest rates.

    Takeaways

    The CPI report showed a slight increase in inflation, which surprised the market and raised concerns about the Fed's interest rate decision.

    The government's inflation calculation differs from private sector calculations, causing confusion and uncertainty.

    The real estate market is experiencing a shift as interest rates and prices fluctuate, but overall, it remains stable.

    Manufacturing will likely see a combination of onshoring and investment in emerging markets like India. Locking low-interest rates can provide a cushion and protect against potential increases.

    Although the Federal Reserve's actions may have contributed to lowering inflation, the free market system and consumer behavior also played a role.

    The stock market and economy are expected to experience short-term volatility, but the long-term outlook remains positive.

    Balancing inflation and economic growth is crucial; companies' behavior can impact inflation levels.

    The potential of AI and the importance of long-term trends should be considered when making investment decisions.

    Chapters
    00:00 Introduction and Overview
    00:38 Understanding the CPI Report
    04:27 Market Reaction and Fed's Interest Rate Decision
    05:23 Divergence between Government and Private Inflation Calculations
    07:14 Impact of Inflation on the Real Estate Market
    10:57 Interest Rates and the Economy
    16:02 Manufacturing Shifts and Opportunities
    21:44 Effect of Low-Interest Rates on Homebuying
    22:24 Private Sector's Response to Interest Rate Changes
    22:27 Locking in Low-Interest Rates
    23:15 The Impact of the Fed on Inflation
    24:09 The Possibility of a Recession
    25:06 The Role of the Free Market System
    25:35 The Effectiveness of the Fed's Actions
    26:21 Throttle Up, Throttle Down Process
    27:18 The Bullish Outlook for the Stock Market
    28:11 Balancing Inflation and Economic Growth
    29:09 Addressing Inequality and Creating Real Value
    30:05 Behavior of Companies and Inflation
    30:35 The Potential for a Goldilocks Scenario
    31:02 Comparing the Current Market to the Dot-com Bubble
    31:59 The Long-Term Potential of AI
    33:27 The Importance of Long-Term Trends
    34:53 Oil Prices and the Economy
    35:45 The Dollar Index and Interest Rates
    37:32 The Uncertainty of the Dollar Index
    38:30 The Struggle with Interest Rates
    39:58 The Importance of Inflation Indicators
    41:44 Short-Term Market Volatility
    42:01 Richard Posson's Podcast

    Click To Watch:
    https://youtu.be/yFcaIZslsuc

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc 
    Music By: @TalbottBrothers

    Host: Casey Seymour @casey9673 
    #agequipmentbusinesstal #letsgomovesomeiron 

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    53 min
  • MIP #422 - Row Crop isolation with Jed Bengtson

    MIP #422 Row Crop Isolation With Jed Bengtson

    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.randallreilly.com/moving-iron-podcast. 

    Summary
    In this episode, Casey Seymour interviews Jed Bengtson to discuss the current trends and challenges in the equipment business. They cover topics such as the combine market, four-wheel drive tractors, row crop tractors, interest rates, and the outlook for 2024. Jed provides insights into the market conditions in Montana and shares his contact information for further discussion.
    Takeaways
    The combine market is experiencing a decline in values, but auction values have not dropped as much as expected. Introducing new combine models, such as the class 11 combine, may further impact the market.

    Four-wheel drive tractors with four-track articulated machines are gaining popularity, but wheeled tractors are still in demand. Dual pumps and PTOs are common configurations in the market.

    The row crop tractor market is flooded with inventory, leading to increased competition and potential price pressure. Interest rates play a significant role in equipment sales, with many customers seeking lower rates.

    The outlook for 2024 is expected to be flat to slightly up, but dealers may face challenges due to increased inventory and carrying costs.

    Montana's construction business is thriving due to population growth.

    Networking and building connections are crucial in the equipment industry, and events like the Moving Iron Summit provide valuable opportunities for industry professionals.

    Chapters
    00:00 Introduction and Background
    03:23 Combine Market Trends
    10:26 Four-Wheel Drive Tractor Market
    14:17 Row Crop Tractor Market
    16:47 Interest Rates and Financing
    23:00 Outlook for 2024
    26:23 Positive and Negative Factors in Montana
    28:19 Contact Information and Recommendation

    Click To Watch:
    https://youtu.be/M3n9hgPlcKI 

    Click To Listen:
    https://on.soundcloud.com/UbvLbG5cS8yrhV358

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc

    Music By: @TalbottBrothers
    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron 

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    37 min
  • MIP #421 Blame It On The Funds With Rich Posson
    MIP #421 Blame It On The Funds With Rich Posson
    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.randallreilly.com/moving-iron-podcast.
    Summary
    Richard Posson discusses his podcast and topics, including grains, crude oil, gold, the economy, and the stock market. He explains his analysis based on business cycle patterns and his belief that the stock market and the economy grow for about seven to 12 years before a recession occurs. Richard also discusses the relationship between grains and the stock market and the impact of job market data on the current economy. He analyzes inflation and interest rates and the Federal Reserve's approach to managing them. Finally, he explains the role of interest rates in a recession and the importance of the Federal Reserve in stabilizing the economy. In this conversation, Richard Posson discusses various economic topics, including predicting the economy and the impact of debt. He also talks about the influence of the dollar on exports and the factors driving grain prices. Additionally, he shares his insights on the stagnant oil market and its future prospects.
    Takeaways
    Richard Posson's podcast covers various topics, including grains, crude oil, gold, the economy, and the stock market.
    Richard's analysis is based on business cycle patterns, and he believes that the stock market and the economy grow for about seven to 12 years before a recession occurs.
    There is a relationship between grains and the stock market, with specific patterns and factors influencing their performance.
    Job market data, such as the number of non-farm jobs added, provides insights into the current state of the economy. Predicting the economy and the impact of debt is challenging, and many predictions have been proven wrong over the years.
    The dollar's value plays a significant role in exports and can affect the stock market.
    Various factors influence grain prices, including funds' behavior and commercial traders.
    The oil market is stagnant, with production levels and economic factors contributing to its lack of movement.
    Chapters
    00:00 Introduction to Richard Posson's Podcast
    01:17 Richard's Analysis and Business Cycle Patterns
    04:16 Job Market and the Current Economy
    08:28 Inflation and Interest Rates
    14:10 The Fed's Approach to Interest Rates
    20:57 Quantitative Easing and the Banking System
    21:28 The Importance of the Federal Reserve
    22:25 Predicting the Economy and Debt
    25:16 The Impact of the Dollar on Exports
    29:00 Factors Influencing Grain Prices
    37:18 The Stagnant Oil Market
    Click To Watch:
    https://youtu.be/V3_Wl5wuJUc
    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
    Music By: @TalbottBrothers
    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron
    Contact Me at:
    MovingIronLLC.com
    47 min
  • MIP #420 - Inflation Report With Rich Posson
    MIP #420 Inflation Report - With Rich Posson
    Summary
    In this episode, Casey Seymour and Richard Posson discuss the recent CPI report and its implications for inflation and interest rates. They analyze the surprising inflation numbers and the market's reaction to them. They also explore the impact of inflation on the real estate market and the potential for manufacturing to shift back to the United States. Additionally, they examine the current trends in the real estate market and the effect of low interest rates on home buying. Richard Posson discusses various topics related to the economy, stock market, and interest rates in this conversation. He emphasizes the importance of locking in low-interest rates and the potential impact of the Federal Reserve on inflation. Posson also shares his optimistic outlook for the stock market and economy, highlighting the potential of AI and the importance of long-term trends. He discusses the behavior of companies about inflation and the possibility of a Goldilocks scenario. Additionally, Posson touches on oil prices, the dollar index, and the struggle with interest rates.
    Takeaways
    The CPI report showed a slight increase in inflation, which surprised the market and raised concerns about the Fed's interest rate decision.
    The government's inflation calculation differs from private sector calculations, causing confusion and uncertainty.
    The real estate market is experiencing a shift as interest rates and prices fluctuate, but overall, it remains stable.
    Manufacturing will likely see a combination of onshoring and investment in emerging markets like India. Locking low-interest rates can provide a cushion and protect against potential increases.
    Although the Federal Reserve's actions may have contributed to lowering inflation, the free market system and consumer behavior also played a role.
    The stock market and economy are expected to experience short-term volatility, but the long-term outlook remains positive.
    Balancing inflation and economic growth is crucial; companies' behavior can impact inflation levels.
    The potential of AI and the importance of long-term trends should be considered when making investment decisions.
    Chapters
    00:00 Introduction and Overview
    00:38 Understanding the CPI Report
    04:27 Market Reaction and Fed's Interest Rate Decision
    05:23 Divergence between Government and Private Inflation Calculations
    07:14 Impact of Inflation on the Real Estate Market
    10:57 Interest Rates and the Economy
    16:02 Manufacturing Shifts and Opportunities
    21:44 Effect of Low-Interest Rates on Homebuying
    22:24 Private Sector's Response to Interest Rate Changes
    22:27 Locking in Low-Interest Rates
    23:15 The Impact of the Fed on Inflation
    24:09 The Possibility of a Recession
    25:06 The Role of the Free Market System
    25:35 The Effectiveness of the Fed's Actions
    26:21 Throttle Up, Throttle Down Process
    27:18 The Bullish Outlook for the Stock Market
    28:11 Balancing Inflation and Economic Growth
    29:09 Addressing Inequality and Creating Real Value
    30:05 Behavior of Companies and Inflation
    30:35 The Potential for a Goldilocks Scenario
    31:02 Comparing the Current Market to the Dot-com Bubble
    31:59 The Long-Term Potential of AI
    33:27 The Importance of Long-Term Trends
    34:53 Oil Prices and the Economy
    35:45 The Dollar Index and Interest Rates
    37:32 The Uncertainty of the Dollar Index
    38:30 The Struggle with Interest Rates
    39:58 The Importance of Inflation Indicators
    41:44 Short-Term Market Volatility
    42:01 Richard Posson's Podcast
    Click To Watch:
    https://youtu.be/yFcaIZslsuc
    Click To Listen:
    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
    Music By: @TalbottBrothers
    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron
    Contact Me at:
    MovingIronLLC.com
    53 min
  • MIP Markets with Chip Nellinger - You Give Me Bears I Give You Bulls

    MIP Markets with Chip Nellinger: You Give Me Bears, I Give You Bulls! 

    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.randallreilly.com/moving-iron-podcast.

    Summary
    Chip Nell from Blue Reef Agri-Marketing discusses the commodity market and the recent USDA report. The report had no significant shocks, with domestic corn and bean numbers remaining unchanged. The market responded positively despite expecting a more substantial cut to Brazil's bean crop. The conversation then shifts to the upcoming acreage report and the uncertainty surrounding planting decisions. Chip explains that the funds' short positions are driven by technical factors rather than fundamentals. The discussion concludes with contact information for Blue Reef Agri-Marketing.

    Takeaways
    The recent USDA report had no significant shocks, but the market responded positively.

    The upcoming acreage report and weather conditions create uncertainty and risk in the market.

    The funds' short positions are driven by technical factors rather than fundamentals.

    Contact Blue Reef Agri-Marketing for risk management and marketing strategies.

    Chapters
    00:00 Introduction and Weather Update
    00:47 Recap of the USDA Report
    04:26 Uncertainty and Risk Ahead
    05:42 Discussion on Fringe Acres and Acreage Report
    06:26 Factors Influencing Crop Planting Decisions
    09:46 Volatility and Uncertainty in the Market
    11:57 Role of Wheat in the Market
    15:18 Short Positions and Fund Trading

    Click To Watch:

    https://youtu.be/V3_Wl5wuJUc

    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc

    Music By: @TalbottBrothers

    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron

    Contact Me at:
    MovingIronLLC.com
    [email protected]

    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.

    29 min
  • MIP Markets With Shawn Hackett - No Fringe Acres For You
    MIP Markets With Shawn Hackett No Fringe Acres For You!
    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.randallreilly.com/moving-iron-podcast.
    Summary
    In this episode of the Moving Iron Podcast, host Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of commodities. The conversation covers various topics, including Chinese grain storage, the Australian wheat crop, the rice market, the cotton market, the crop acreage report, corn acreage, irrigation and corn, and the planted corn crop. The episode concludes with closing remarks and contact information.
    Takeaways
    China has increased grain storage and edible oils by 8.1% over the last year, indicating a solid commodity demand.
    Australia expects a larger-than-normal wheat crop, which could impact global wheat production.
    The rice market is an important grain market to watch, as it is one of the leading food staples globally.
    The cotton market has seen price fluctuations, with cotton prices currently trading around a dollar.
    Chapters
    00:00 Introduction and Chinese Grain Storage
    02:36 Australian Wheat Crop
    04:47 Rice Market
    08:05 Cotton Market
    10:01 Crop Acreage Report
    12:21 Corn Acreage
    19:07 Planted Corn Crop
    20:33 Closing and Contact Information
    Click To Watch:
    https://youtu.be/SyHlUR2khGk
    Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
    Music By: @TalbottBrothers
    Host: Casey Seymour @casey9673
    #agequipmentbusinesstal #letsgomovesomeiron
    Contact Me at:
    MovingIronLLC.com
    28 min

About Moving Iron Podcast

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Podcast by Moving Iron LLCMoving Iron Podcast is for anyone in the Ag Equipment Business or Users of Ag Equipment. We discuss the latest trends and what is shaping the industry. From Technology to…

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