Episodes

S2E14 - Disclaimer: There is a risk of loss in futures and options trading. Past performance is not necessarily indicative of future results. Welcome back to The Elevator's Cut! In this episode, we're diving deep into the specific cultural characteristics that separate high-performing grain elevators from the rest of the pack. Drawing from over 50 years of industry observations and fresh off a national conference, the discussion moves beyond simple "buy low, sell high" tactics to explore the ...

S2E10 - Disclaimer: There is a risk of loss in futures and options trading. Past performance is not necessarily indicative of future results. Welcome back to The Elevator's Cut! In this episode, your hosts Roger Gattis and Jason Wheeler are joined by the CEO of White Commercial, Phil Luce. Today, we dive into the harvest hours debate and the limitations of autonomous grain handling, then pivot to a deep analysis of farm bin profitability, arguing that the widely cited 25-cent return often negle...

S2E9 Welcome back to The Elevator's Cut! In this episode, your hosts Roger Gattis and Jason Wheeler are analyzing the intense harvest season, from viral videos of collapsing grain bins to the serious economic impact of bad crop quality. They look at the fundamental issues plaguing the rice and soybean markets. Is the talk about low prices and tariffs justified? They dig into the numbers to give you the real cash price picture. ---------- Disclaimer: There is a risk of loss in futures and optio...

S2E6 Join Roger and Jason on "The Elevator's Cut Podcast" as they welcome back industry legend, Jeff Reardon! In this insightful episode, Jeff, a financial expert and CPA, dives deep into the current financial landscape for grain merchandisers and elevators. Discover why the industry is seeing impressive profits, even with changing market dynamics. Jeff shares his unique "dollars per bushel of space" metric for evaluating financial health, discusses the critical importance of harvest ownership, ...

S2E4 Welcome back to The Elevator's Cut, where Roger Gattis and Jason Wheeler cut through the misconceptions and complexities of the grain industry with a healthy dose of humor and pragmatism. This episode, they tackle the "joys" of corn planting season, dissecting USDA numbers and the ever-predictable weather chaos. They then dive into the wild world of grain spreads and basis trading, revealing why the math might make your head spin (and why your elevator isn't making a killing on price). Plus...

S2E03 What is the market really saying? Probably “good luck,” but we’re listening anyway. In this episode, Roger and Jason decode how merchandisers respond to spread structures, why everyone’s suddenly in love with averager contracts, and what to do when every farmer within 100 miles decides to grow corn. As always, no financial advice—just sarcasm, strategy, and survival tips from the merchandiser trenches.