In this episode, we break down one of the biggest shifts we've seen in the cattle market this year: packers are regaining leverage. We discuss the impact of Tyson plant closures, improving packer margins, the lowest July cattle placements since 1995, and what tighter supplies could mean moving forward. We also dive into the reopening of Mexican cattle imports, declining heifer slaughter rates, rising feed costs, and whether feedyards are becoming the pressure point in today's market. Plus, we explore risk management opportunities for producers trying to protect profits in a market that remains historically strong but increasingly volatile. If you're wondering where cattle prices, packer margins, and producer profitability go from here, this is a conversation you won't want to miss.

Funds are carrying one of the largest short positions we've seen in years, yet seasonal trends suggest the hog market may not be finished. In this episode, we dig into the growing disconnect between bearish market sentiment and the potential for a fall rally.

We discuss rising slaughter numbers, record-heavy carcass weights, the ongoing struggles in the ham market, export demand, and what it all means for producers heading into the final months of the year. We also break down practical risk management strategies, including LRP, futures, and options, and where opportunities may exist on the feed side of the margin.

Whether you're marketing hogs today or planning for 2027 production, this episode focuses on the biggest risks, opportunities, and market signals to watch right now.

Lucas Peters and Nick Bork discuss the cattle market, Trump's truth social post, and the decline of cattle futures.

Lucas and Jordan talk grain fundamentals, the ProFarmer Crop Tour, and a promising outlook for Soybeans.

Mike and Luke discuss the headwinds that continue to face the hog market.

Mike and Jeff discuss the breaking news yesterday of the Tyson plant in Joslin closing, the market reaction and more.

Mike and Jayden discuss this weeks WASDE and the market reaction for both corn and beans.

Mike Minor and Luke Wells discuss some headwinds in the hog market. Some WASDE and grains outlook as well.

Jayden, Cael, and Derek discuss the final recap of the 2026 Crop Tour. What they found on their travels, drought conditions and more!

Mike Minor hit the road to see the crops in South Dakota and North Dakota. Listen to his findings here!