Chat BDC

Chat BDC

Mike Opperman
Държава Съединени щати
Език EN-US
Епизоди 105
Последен 02.10.2026

Chat BDC is the executive briefing for farm CEOs, CFOs, and senior managers running America's largest farms. Each episode delivers concise, actionable business intelligence across all market categories. Hosted by Mike Opperman, the podcast provides concise market information to help farmers make more informed business and investment decisions. Whether you manage 2,000 cows or 20,000 acres, this is the ag business podcast built for farmer CEOs.

Епизоди

  • Class IV Rebounds, Ranchers Push Back on Imports, Commodity Stock Surprise, and A Strong Q2 Economy 02.10.2026 5мин
    Send us Fan Mail Today we start with a report on Class milk prices, with a rebound on Class IV. Then we see how ranchers are pushing back on beef imports and asking President Trump to calm down on his import plans. We then look at USDA Stocks report and an analyst surprise, then finish up with a financial report on a positive Q2 economic summary.
  • Dairy DMC Triggered, Dealing with Low Beef Cull Cow Prices, and Maintaining Farm Cash Flow 01.10.2026 6мин
    Send us Fan Mail Today we start with a report on the triggering of DMC payments in dairy, then pivot to how beef producers can deal with lower cull cow prices. We wrap up with opportunities to manage cash flow on farms.
  • A Beef Cattle Outlook, A Harvest Update, and Despondent Consumers 30.09.2026 6мин
    Send us Fan Mail Today we catch up on a beef outlook through a CattleFax report, then take look at harvest progress. We finish with a report on how consumers aren't digging the current economic situation.
  • New Processing Plant in Missouri, The Benefits of Beef Imports, Bears After China Visit 28.09.2026 5мин
    Send us Fan Mail Today we offer news of a new processing facility in Missouri thanks to Schreiber. We then go into detail on the actual benefits of beef imports, then we look at the bears in the market after the non-news of the China visit last week.
  • The Impact of Components on Milk Checks, ICE Raids in Kansas, Experts Predict Commodity Markets 27.09.2026 5мин
    Send us Fan Mail Today we start with a CoBank report on how components are impacting milk prices, then follow that up with a look at the impact of ICE raids on Kansas agriculture facilities. We wrap up with a look at what experts thinks will happen in commodity markets.
  • A Milk Production Update, A Cattle Market Looking for Direction, and the Commodity Financial Picture 24.09.2026 5мин
    Send us Fan Mail Today we get the September milk production update, and insights on the sideways direction the cattle market is going, looking for indicators that will push it up or down. Finally we get a report from Jacqui Fatka on the headwinds and opportunities happening in commodity markets.
  • Manage Costs to Manage Risk, Former Ag Secy Opposes Beef Imports, Soybeans at $14 23.09.2026 6мин
    Send us Fan Mail Today we look at how managing costs can reduce risk on dairy operations, and how former ag secretary Mike Johanns opposes the current administration's activities around beef imports. We wrap up with a look at the potential for $14 soybeans.
  • Fluid Milk Is Doing Well, A New Carcass Value Calculator, and Will China Start Buying More U.S. Product 22.09.2026 5мин
    Send us Fan Mail Today we start with a look at fluid milk sales and how whole milk is making a comeback. We then look at a new calculator that helps estimate red meat yield, and finish up with a report on whether China is going to be in the market for more U.S. ag products soon.
  • The Cattle On Feed Report, Ag Committee Changes on Capital Hill, And Companies Getting Squeezed 21.09.2026 5мин
    Send us Fan Mail Today we dive into the September Cattle On Feed report, with marketings the lowest in 30 years. We also look at upcoming changes to the House and Senate Ag Committees, and how companies are getting squeezed in the current economic climate.
  • A Regional Dairy Shift, A Deep Dive Into Beef Herd Expansion, and Interest Rates 18.09.2026 6мин
    Send us Fan Mail Today we start with a look at the cosmic regional shift in dairy regions, and a deep dive into what will drive beef herd expansion. We end up with a look at how we'll all be affected by the interest rate hike.
  • The Farm Bill Is Out of Committee, and The Fed Raised Interest Rates 17.09.2026 4мин
    Send us Fan Mail Today we focus on policy, with a report on how the Farm Bill got out of committee. We end with a look at how and why the Federal Reserve raised interest rates this week.
  • A Dairy Price Update, Safety Net for Beef Heifers, A Brewing Fertilizer Crisis 16.09.2026 6мин
    Send us Fan Mail Today we get an update on dairy prices, plus information about a pending government insurance program to provide a safety net for beef breeding heifers. We wrap up with a look at the sulfur issue and pending fertilizer crisis.
  • How Diesel Prices Impact Dairy, A Look at the Cattle Market, and An Ag Equipment Update 15.09.2026 6мин
    Send us Fan Mail Today we start with how rising diesel costs are impacting dairy margins, eight factors that are affecting beef business sustainability, and an update on ag equipment markets.
  • WASDE Reports for Dairy, Corn and Soybeans, Plus What Will Sustain the Cattle Rally 14.09.2026 5мин
    Send us Fan Mail With the September WASDE report on last Friday, we cover off on what USDA estimates for dairy, corn and soybeans. Also, cattle markets hit a short rally last Thursday and Friday, and we'll look at what it will take to sustain those markets.
  • When Will DMC Come Back, Red Feedlot Margins, Sell 2027 Corn and Soybeans? 11.09.2026 6мин
    Send us Fan Mail Today we look at what will need to happen to margins to have the Dairy Margin Coverage payments kick in. We take a sobering look at feedlot margins, then wrap up with factors to consider if you want to sell your 2027 corn and soybean crops.
  • U.S. and Canada Trade War, Cattle Rally Struggles, USDA Payment Options 10.09.2026 5мин
    Send us Fan Mail Today we look at the latest in the U.S./Canada trade war with the U.S. banning several dairy product imports from our northern neighbors. We also look at an anchor to the cattle rally, and what type of farm business you need to be to take advantage of higher government payments.
  • Dairy Exports Fall in July, Executive Order Impact, What's Up for WASDE 09.09.2026 5мин
    Send us Fan Mail Today we look at dairy exports and how they dropped 5% in July, and what impact President Trump's most recent executive orders have had on cattle markets. We finish with what to expect from Friday's WASDE report.
  • Processors Fall Behind Extra Production, Beef Exports, And New WOTUS Proposals 08.09.2026 5мин
    Send us Fan Mail Today we talk about how processors are straining to keep up with the extra milk production, how beef exports are doing given the current price climate, and new definitions for EPA and WOTUS.
  • Chat BDC Conversation with Terrain's Don Close: Where We're Headed in the Beef Market 07.09.2026 15мин
    Send us Fan Mail Today's special Labor Day conversation is with Don Close, chief protein analyst with Terrain. We go through a lot of issues related to cattle markets, from the current topics around the new Rancher's Initiative and President Trump's actions, to the potential for $7 corn and what the next quarter looks like.
  • Class III Milk Prices, Cheap Ground Beef, Commodity Margins 04.09.2026 6мин
    Send us Fan Mail Today we take a look at an update on Class milk prices. Class III went up in August while all others fell off. Drovers has a great article comparing ground beef prices to other things consumers spend money on. And we look at commodity margins with higher grain prices but rising input costs.

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