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By The Ag View Pitch
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The podcast currently has 635 episodes available.
Today Joe Paulson and Jeff Fichtelman have a discussion on all things marketing.
They discuss the impact of political winds changing in DC, burdensome global soybean supplies, corn demand, as well as lessons from past cycles and how knowing your numbers is an evergreen tactic to navigate volatile markets.
This is the 3rd and final part and final steps in the process to be completed in January and/or February:
Mark Welch Marketing Extension with Texas A&M visits with Chris in this week’s Market Outlook.
Mark updates the yield reduction in last week’s WASDE report and explains we still have a large inventory with an uncertain demand picture moving forward.
Mark also gives some price perspectives and points out the importance of analyzing your cash flow needs and getting targets in place to take advantage of opportunities.
These price opportunities may be limited and short-lived so it’s more important than ever to have your plan in place well in advance.
In this episode we cover the three steps in December and January after machinery is put away:
Jim McCormick with AgMarket.Net visits with Chris in this week's market outlook.
Jim and Chris discuss harvest results for both corn and soybeans as the season is getting closer to wrapping up.
They go on to discuss 2024 stored bushels and some of the marketing scenarios to consider as we move toward the end of the year and into 2025.
They continue the discussion with how different election results might affect the markets.
Jim wraps up the conversation with some perspective for producers to consider over the next few months as they look at their financials for 2024 and consider what 2025 can bring to the financial table.
Peter Meyer visits with Chris in this week’s episode.
The discussion begins with Pete explaining the contrast between a Harris administration versus a Trump administration. Both administrations have their pros and cons for agriculture and future commodity prices.
The balance of the conversation revolves around the impact of a poor demand situation. Pete elaborates on some potential price ranges for corn and soybeans that might be opportunities to seriously consider.
Other topics Pete hits on include basis levels, the funds, inflation, and current oil and energy prices.
Jarod Creed visits with Chris in this week’s market outlook.
Jarod and Chris discuss harvest progress and basis pressure.
They go on to discuss pricing opportunities with post-harvest objectives to consider.
Joe Vaclavik with Standard Grain visits with Chris in this week's episode.
Joe and Chris discuss harvest progress and the pressure that it’s putting on basis levels.
They go on to talk about the following topics:
Jim McCormick with AgMarket.Net visits with Chris in this weeks episode.
They begin the conversation discussing a fast paced harvest with a lack of price pressure yet to this point.
However, as we get deeper into harvest, we could see eventual price pressure on top of basis pressure.
Jim also talks about Fund positioning currently and some of the price threats to watch out for as we get deeper into harvest.
South American weather will still be on the eyes of the marketplace.
They wrap up the conversation discussing 2025 sales opportunities.
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