Episodes
March 21, 2025
Spreads, Basis, and Risk—What Merchandisers Miss Most
Ep 97 In this episode, Jason and Roger return from the road to unpack what they’re hearing across the industry—from farmer frustrations to merchandiser game plans. They dig into summer inversions, spread behavior that defies ...
Feb. 14, 2025
The Grain Mafia, Market Myths, and the Art of Being Wrong
Who’s really pulling the strings in the grain market? The Grain Mafia? The speculators? The deep state? In this episode, Roger and Jason break down the latest rally, debunk some classic misconceptions, and take a closer look ...
Dec. 26, 2024
2025 Merchandising Prospectus
How are basis traders looking at this recent harvest and the outlook for this season? We talk through the basics of what's going on, the importance of setting boundaries with customers, the value of space, why people hate Fre...
Oct. 31, 2024
Basis Decay!?
The guys are back delving the Zeitgeists on all the latest bad basis takes. We discuss how basis may not actually have destroyed the country's infrastructure, how "trading like an elevator" may not be as glamorous as people t...
Sept. 11, 2024
2024 Harvest Time Companion Part 2
We are back with Part 2 for your harvest time listening pleasure. This time, with Special Guest, Susan Stroud of No Bull Ag ( NO BULL (nobullag.com) ). We delve into the Corn Sweat Zeitgeist, of course, but still have time to...
Sept. 3, 2024
2024 Harvest Time Companion Part 1
It's that time again for some audio to help pass the long hours of harvest. The guys have a special guest, Michael Kaeb from IL, to share stories and have some fun talking about the more entertaining side of the grain busines...
Aug. 8, 2024
The Fundamentals Cut
Do the fundamentals even matter anymore? Are the Spec Shorts covering their Longs? Why is this crop so big and prices so low? Mostly, what should we do now that nothing is sold and prices are worse? Finally, how should elevat...
May 29, 2024
Re-Owning Hedges
Help! I HTA'd myself and I don't know what to do! Join us as we delve into the mysterious world of re-owning hedges and other recent agtwitter shenanigans.
May 8, 2024
The CEO Mindset in the Grain Business
The guys chat with Phil Luce about his ascension from spreadsheet guy to Spreadsheet CEO. What should we get out of charts? How did you learn the business? Can we have raises? All the important questions asked or implied. And...
Feb. 20, 2024
Spreaders Anonymous
An Elite Peer Group of geographically diverse grain merchants join the show to share about their love for the grain business as well as their struggles and how they help each other through it all. Join us for a lively chat wi...
Jan. 9, 2024
Who Charted?
When is a random line more than just a random line? When somebody tells you it's important to look at, that's when! Join us as we delve into the obscure world of technical terms and tag along on our jaunt down the path of the...
Jan. 3, 2024
2023 Fall Harvest Recap
Basis Rolls, Fees, Huge spreads, and changes in selling patterns. We saw a lot of interesting developments with this crop, so we delve into how it all intertwined to create a zeitgeist stew of merchandising opportunities for ...
Oct. 10, 2023
DP and Dogman
Do you believe in conspiracy theories? Does Bigfoot have a cousin? Can Elevators charge double digit monthly DP fees? Grab your trench coat and listen to find out as the guys delve into the inner workings of elevator bids and...
Sept. 5, 2023
Harvest Time Companion Episode
An extended version of our normal podcast to help keep you company during the long hours of harvest. We mix in grain talk with a lot of our own personal preferences, stories, and strange perspectives from the universe. Timest...
Aug. 17, 2023
PreHarvest PepTalk
The guys discuss their ideas on the upcoming crop merchandising year and touch on the secret to unmitigated success (probably) for the basis trader.
July 27, 2023
Summer of Spreadz
What do spreads and summer have in common? They both start with “S”, duh. In this episode the guys get back to the business of grain merchandising and delve into what the ongoing shift in corn spreads spells for the basis tra...
July 18, 2023
The Co-op’s Cut with Scott Hardy
What makes Cooperatives great? What makes them struggle? We chat with retired Co-Op Veteran, Scott Hardy, to discuss all he has seen over the years with Boards, GMs, Mergers, Patronage, and more. Some high quality insight for...
June 27, 2023
Blackberry Storytime with Grain Veteran Scott Hardy
Lovingly and famously known as "The July 1st Story," friend of the show and grain industry mentor to many, Scott Hardy, shares his harrowing tale from his days on the road visiting grain elevators. Over his 40 years of creati...
May 23, 2023
What Does It Even Mean?
Having exhausted this month's supply of market quips, the guys discuss the sayings of the grain biz that may or may not have any bearing on reality.
May 11, 2023
What Game are you Playing?
Roger recently listened to an insightful podcast which of course is a foreign concept to us, so Roger shared some of the big concepts from it and the guys discuss how these insights apply to our business. As a credit to Arkan...
May 4, 2023
Psychology of a Merchandiser
The guys are back from hiatus with a lively discussion on how merchandisers are coping with the current basis and spread environment and how that is affecting their plans for the next season. What should we be doing now? How ...
March 1, 2023
Capturing the Farmer’s Attention
We delve into the farmer-elevator relationship from the perspective of the farmer with Kansas farmer, Adam Baldwin. What communication is the farmer looking for, what gets their attention, and how do they like to interact wit...
Feb. 2, 2023
Master Management Cut
The guys delve into the pressing challenges, opportunities, and ideas from the largest annual conference of exclusively basis traders in history. Some great concepts on managing your business and how we see it applied in the ...
Jan. 10, 2023
2023 Opening Cut
What do GMD, Free DP, and Runza all have in common? This episode. Join us as we talk through it all and memorialize our 100,000th download.