Chat BDC
Mike Opperman
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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.
Jaksot
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A Dairy Price Update, Safety Net for Beef Heifers, A Brewing Fertilizer Crisis 16.09.2026 6minSend 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 6minSend 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 5minSend 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 6minSend 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 5minSend 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 5minSend 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 5minSend 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 15minSend 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 6minSend 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. -
Dairy's Fat Dilemma, Analyst Reaction to the Ranchers Initiative, and Yield Updates 03.09.2026 5minSend us Fan Mail Today we look at how the growth in butterfat production is upending markets, analyst response to USDA's new rancher initiative, and an update on crop yields as we get closer to harvest. -
A DMC Update, A Look at Feed Prices with $7 Corn, and Grain Market Updates 02.09.2026 5minSend us Fan Mail Today we focus on the status of the latest Dairy Margin Coverage payments, and a look at feed costs if and when corn prices get to $7 per bushel. We wrap up with a look at where grain markets are and where they're headed. -
Dairy Margins Are Tightening, and the Ranchers First Initiative 01.09.2026 5minSend us Fan Mail Today we just focus on dairy and beef. First we look at how margins are tightening on dairy operations, then we take a skim of the new Ranchers First Initiative announce at Ag Secretary Brooke Rollins yesterday. -
New York Is The New California, Are Trump's Threats Real, and High Diesel Prices 31.08.2026 6minSend us Fan Mail Today we start with a look at the new New York dairy industry and how it's set up for future growth and success. Then we look at the meat processing industry and whether President Trump's latest threats are actually real. And we wrap with a look at historically high diesel prices just as farmers are setting up for harvest. -
Shifts in the Global Dairy Market, Higher Carcass Values, and Upside Flexibility in Corn Markets 28.08.2026 6minSend us Fan Mail Today we focus on a Rabobank report looking at the changes in the top 20 dairy companies, then shift to a look at how higher carcass weights are impacting carcass quality. We wrap with a quick look at creating flexibility in corn markets. -
Tariffs Will Impact Beef-On-Dairy, Trouble Is Brewing in Cattle Markets, and Corn is Heading to $6 27.08.2026 6minSend us Fan Mail Today we focus on the impact tariffs will have on the beef-on-dairy market for dairy producers. We also look at the real numbers showing how there may be dark clouds ahead for the cattle markets. And we finish with what investors are doing in corn markets. -
Dairy Cull Cow Numbers, Cattle Market Reaction to Border News, Commodity Market Updates 26.08.2026 6minSend us Fan Mail Today we look at the USDA dairy cull cow report and how culling numbers continue to climb in line with the increase in size of the nation's dairy herd. We also talk about how markets reacted to the border opening and other political news, and finish up with a look at commodity markets. -
A Chat With Ben Laine, from Terrain, About What Dairy Will Look Like in 2030 and Who Will Survive 25.08.2026 30minSend us Fan Mail Today is a special conversation with Ben Laine from Terrain. We dive into what the dairy industry may look like in 2030 and beyond, and what it will take for producers to be one of the one's still in business. -
USDA Says Milk Production Continues to Climb, Cattle on Feed Higher, Soybeans Yields May Be a Record 24.08.2026 5minSend us Fan Mail Today we focus on two USDA reports, including the July Milk Production report and the August 1 Cattle on Feed report. We also look at results of the ProFarmer Crop Tour which predicts a corn crop that will come in second to last year, but a soybean harvest that could break records. -
More Structural Change in Cattle Markets, A Look at Futures Spread and Basis, and Treasury Yields 21.08.2026 5minSend us Fan Mail Today we start in cattle markets looking at how processing plant capacity is changing and what that means for plants going forward. Then we switch to commodity markets and the opportunity to review futures spread and basis, and we wrap up with a look at financial markets and treasury yields. -
How Dairy Demand Will Soak Up Production, Packer Margins and Farmland Values 20.08.2026 7minSend us Fan Mail Today we explore how increased dairy demand is going to soak up all of the extra production. We switch to get an update on packer and feedlot margins, plus an update on farmland values.
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