Episodes
Dec. 20, 2022
Trucker’s Cut
The guys chat up Jared Flinn of Bulkloads.com and discuss the finer points of elevator/trucker relationships.
Dec. 8, 2022
Live from CEC
The guys were invited on stage at the NGFA's annual Country Elevator Conference in St. Louis. This episode is a live recording of the panel they hosted about the upcoming merchandising and financial challenges that this crop ...
Dec. 1, 2022
Spreadmageddon
The guys delve into some of the aspects of what separates the haves and have-nots among merchandisers during years with flat/inverted market structures.
Nov. 21, 2022
6 Degrees of Dan Mehochko
Known to many as the nicest guy in the grain business, Dan shares his wealth of experience with us in this episode. He shares some stories from his decades in the commercial grain business and tells us about the importance of...
Nov. 17, 2022
Potent Potables and Wild Basis Tales
The guys are back with some news! Big upcoming event details. Then we psychoanalyze some of the things we say in the grain business and why. Finally, we finish on some of the exciting basis trading stories from this harvest g...
Oct. 3, 2022
The River’s Cut
The guys have a discussion with Susan David of No Bull (@SusanNOBULL) on the recent disruption in the barge freight market. What's causing it? How will it be resolved? Who is benefitting? And what does it all mean to the rest...
Sept. 7, 2022
Basis Trading Through Inverses with Phil Luce
The guys chat with White Commercial CEO and Basis Guru, Phil Luce, about managing basis, spreads, and expectations in these crazy times.
Aug. 23, 2022
Opening Call’s Cut
In this episode the guys speculate about what they’re delve into on the episode just before they record the episode.... and are immediately proved wrong.
June 22, 2022
The British Cut
The guys connect via transoceanic technology to our friend and fellow elevator advocate across the pond, Dan Murphy, aka @GrainPirateDan, in the grain growing East Midlands region of England. Dan shares both the differences a...
June 1, 2022
The Specialty Cut
The guys chat with Kellee James, CEO and Founder of Mercaris, to delve into the mysterious realm of specialty grains. If $42/bushel soybeans doesn’t grab your attention, we don’t know what will! Shout out to cauliflower rice ...
May 17, 2022
Fees Up, Basis Down
The guys tackle springtime basis in light of inversions, and discuss what an elevator’s fee structure signals to farmers. Just remember kids, keep your eye on the ball, be you a merchant or a farmer… just understand which bal...
April 5, 2022
The 2022 Demand Market Cut
As we look forward to a summer of diminishing grain stocks with big inversions and a new crop year of little to no carry in the spreads, how the heck is anyone going to make any money and what should grain merchants be doing ...
March 29, 2022
The Limit’s Cut
After some wild times following war news, the guys discuss why things happened the way they did in the cash market during days of locked limit up futures markets in Chicago. Why did people shift their bids to different months...
March 3, 2022
CEO’s Cut
The guys bring in Phil Luce, new CEO of White Commercial, to share his keynote talk about decision making during volatile times in the grain business. Celebrating Easter early, we put some Easter eggs at the end for you.
Dec. 28, 2021
Festivus Cut
It's a Festivus Miracle! The guys are back with another episode. In this one we air our grievances about "knowing the markets," having a bunch of screens, and why people look at risk the opposite of the way Merriam Webster do...
Dec. 21, 2021
Random Thoughts from the Summer, Released in the Winter
The guys discuss the latest ways to #winbasis from last summer. Step 1: Volatility Step 2: Derivatives Step 3: ??? Step 4: #WinBasis
Nov. 4, 2021
GMD Cut Volume 2
Once again, the guys welcome guest cohost and fellow GMD connoisseur, Susan David, to the show to do some analysis of the infamous Facebook page known on AgTwitter simply as GMD. We discuss some of our favorite posts and delv...
Nov. 2, 2021
GMD Cut Volume 1
The guys welcome guest cohost and fellow GMD connoisseur, Susan David, to the show to do some analysis of the infamous Facebook page known on AgTwitter simply as GMD. We discuss some of our favorite posts, delve into the comm...
Sept. 28, 2021
Canada‘s Cut
For this episode, we cross international lines to talk with the (in)famous Pete Archer from Maizieing Acres in Ontario. Pete tells us his personal story as a grain farmer and eventual commercial grain elevator and gives us gr...
Aug. 31, 2021
Harvest is Transitory
The guys delve into the reality that bushels will likely be hunting for space this year, and what that means for the value of space amid the sad-trombone spread structure currently in place (hint: don’t pay too much for the b...
Aug. 24, 2021
Academia's Cut
We are joined by University of Arkansas Professor, Dr. Mckenzie, to discuss the grain business and how he has been able to bridge the gap between academia and pragmatic cash grain trading through his career. He also shares wi...
June 23, 2021
Chicago's Cut
We sit down with Fred Seamon, Executive Director of Commodity Research and Product Development at CME Group, to discuss all the buzz and consternation around the corners of the internet for the agricultural world. Of course, ...
May 11, 2021
Banker’s Cut 2021 Rally Edition
Long time friend of the show Jeff Reardon spends some time with us going over how the financial side of the business is handling this big rally year. He also tells us how commercial grain business margins are faring this year...
April 6, 2021
Widening Your Horizons (or is it narrowing?)
Ashley Bettenhausen (@TheFarmWifey) joins the guys all the way from up north to share her trials and triumphs as a female grain originator from a non-ag background. And of course, she sets the record straight on just exactly ...