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...
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 ...
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...
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.
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...
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...
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...
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...
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...
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...
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, ...
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...
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 ...
What does grain merchandising, family business transition, and dog food have in common? More than you might think. Join the guys as Chad takes us down his professional pathway and sheds some light on that ol grain business ch...
It seems like all people in the grain business want is a rally, but why are so many people miserable right now? Your humble hosts delve into the zeitgeist of the big grain rally and discuss what's so difficult about it for th...
The guys chat with CEO/Co-Founder of Bushel Jake Joraanstad, and Chief Market Officer Camille Grade to discuss the way technology is improving the grain business. We hear about the story of this Fargo based Ag-Tech firm and w...
2020 has been the most unique year we’ve had in a while, and spreadz are not immune to this year’s wonkiness. While we haven’t seen this type of spread action in the grain biz in a few moons, they are not unheard of and in fa...
Rodney Connor of Indigo Ag fields all the tough questions about how Indigo interacts with the grain business. As a former grain merchant in Northern IL, he acknowledges the company's past mistakes and explains their perspecti...
Family grain business operator, blogger, and friend Rob Cogdill of Cogdill Farm Supply in Dunlap, Iowa joins us to share his journey into the family business from the halls of academia, as well as some of the ways he’s been a...
The guys delve into all the zeitgeists that have folks riled up about visions of rallies to come this year. Join us as we discuss practical ways to digest the news without the need for all the antacid. As always, thanks to ou...
The guys discuss worst case scenarios for new crop this year and what commercial grain folks should be doing now to avoid trouble. As always, it’s not rocket surgery, but worth thinking through in a year where space could be ...
Today, we delve into the policies and contracts that haven’t had a great year (namely rolling basis contracts) and how to improve them in the future. We also get into some of the popular contracts for new crop and which ones ...
No bad tweets, but how about podcast interviews? Ohio grain originator and self proclaimed truck czar Benjamin Nething shares with us his thoughts on the grain biz. From the differences in working for a major vs. a family com...