Chat BDC

Jaksot

• A Drop In Two Milk Classes, Cattle Futures Fall a Bit, USMCA Updates and Stocks Continue Strong 03.07.2026 6min

  Send us Fan Mail Today we start with a look at a bit of a drop in Class III and Class IV milk prices, then also talk about a short blip in cattle futures and what packers are doing about it. We take a look at the future of the US Mexico-Canada trade agreement, before we end with an update on Wall Street.
• A Fat-Protein Swap, Heat Coming to the Plains, Reaction to the USDA Report, and the Dow Sets a Record 02.07.2026 5min

  Send us Fan Mail Today we start with a report about fat levels outpacing protein for the first time since November. We switch to a report about heat coming to areas that have been under drought this year, then a review of what markets did in reaction to the USDA acreage and inventory report. We finish with the Dow setting new records.
• The Latest USDA Acreage and Stocks Report, Dairy DMC Update and Small Cap Stock Opportunities 01.07.2026 6min

  Send us Fan Mail Today we start with a review of USDA's June acreage and inventory report, then flip to dairy where we review the Dairy Margin Coverage numbers (hint: margins are strong). We wrap up with a look at small-cap stock opportunities.
• The Top Employee Complaints, An Update on Commodity Markets, and Stocks Gain Loss Ground 30.06.2026 6min

  Send us Fan Mail Today we start with a look at the top three things that employees complain about on their farming operations. We pivot to market news with an update on commodity markets ahead of tomorrow's USDA reports, and a rebound of indexes on Wall Street.
• Dairy Cull Numbers Are Dropping, Pork Industry is Strong, Dump the Weather Forecasts 29.06.2026 6min

  Send us Fan Mail Today we start with an update on dairy cull cow numbers and how they are starting to throttle down a bit. Then we offer a report on the pork industry and how pork is well positioned to take advantage of consumer demand for protein. We switch over to a look at weather, including how farmers should throw out their long range weather forecasts, before ending with a quick look at financial markets.
• Three Factors Impacting the Beef Complex, Impact of European Heat, And Inflation Factors Rising 26.06.2026 6min

  Send us Fan Mail Today we start with three factors that are impacting the cattle complex. We pivot to how the European heat will impact corn markets, and finish with how a key inflation indicator is at a three-year high.
• Dairy Supply Is Depressing Prices, Farm Bill 2.0 Hits the Senate, and Treasury Yields Drop Below 4.5% 25.06.2026 6min

  Send us Fan Mail Today we look at how the increasing supply of dairy products is outpacing demand and negatively impacting product prices. We shift to a deep dive on the latest iteration of the Farm Bill as the Senate begins markup soon. We finish in financial markets and look at a drop in Treasury notes as inflation fears rise and oil prices drop.
• High Dairy Replacement Values, A Hot Beef Market, Drought Conditions and Falling Tech Stocks 24.06.2026 6min

  Send us Fan Mail Today we focus on $4,000 dairy heifer replacements thanks to the popularity of the beef-on-dairy management programs. We also look at why cattle markets are on such a tear, and how drought could be around for awhile in the northern corn belt. We end with financial news and how tech stocks are weighing down financial markets.
• May Milk Production Report, Basis Review for Light Weight Cattle, Grain Markets Drop and Stock Markets Rise 23.06.2026 6min

  Send us Fan Mail Today we review the May USDA Milk Production report. No surprise, milk production is up on more cows being milk. We take a deep dive into basis levels for low weight cattle and why they're higher than normal. There's a quick look at commodity markets before wrapping up with news from Wall Street.
• How Far NWS Will Spread, When Dairy Replacement Numbers Will Improve, and a Quiet Fed 22.06.2026 5min

  Send us Fan Mail Today we look at reports on how farm New World Screwworm will spread, then review a CoBank report on when dairy replacement numbers will start to improve. We wrap up with a look at how a quieter Federal Reserve will impact financial markets.
• Carbon Credit Stagnation, Cattle on Feed Report, A Soybean Crossroads, And Cheap Gas Again! 19.06.2026 6min

  Send us Fan Mail Today we start with a look at how carbon credits, which were once in high demand by dairy producers, just aren't worth it in today's economy. We move to a quick look at the USDA cattle on feed numbers before a report on a crossroads existing in soybean markets. We finish up with a drop in gas prices below $4 per gallon.
• Dairy Processing is Outpacing Supply, Percentage of Prime Beef Rises, Fertilizer Drops, and the Fed Meets 18.06.2026 6min

  Send us Fan Mail Today we look at the milk powder market and how we've got more processing available than supply can fill, which is a bit unusual for dairy. On the beef side, the percentage of beef grading prime continues to rise, thanks to continuously improving genetics, heavier carcass weights and better management. In crop news we're starting to see fertilizer prices come down, which is good news. And the Fed met today under new leadership. Rates didn't change, but it sounds like they wil...
• Rain Is Helping Dry Pastures, Milk Prices Continue to Rise, Commodities React to China and Stocks Jump 17.06.2026 7min

  Send us Fan Mail Today on Chat BDC we start with look at how timely rains have helped pastures in some drought areas, then we shift over to a milk price update which shows prices continuing to rise. Before finishing up with financial news we look at how commodity prices reacted to potential China activity.
• NWS Control Guidance, A New Leadership Model on Dairies, And Five Disruptive Events for Ag 16.06.2026 6min

  Send us Fan Mail Today we get guidance on how to control New World Screwworm, and we follow that with information about how one dairy producer develops and fosters a multi-site culture. We wrap up with five things that are driving shifts in agriculture.
• Sec. Rollins Inspected NWS Areas, and El Nino Is Here but So What? 15.06.2026 5min

  Send us Fan Mail Today we start with a report on a trip by Ag Secretary Rollins to the ranch where the first reported case of New World Screwworm was diagnosed. We also talk about El Nino and, now that it's here, what we can expect. We wrap up with background on TN visas and how it could help dairy producers.
• A Deep WASDE Dive, Seven Months of Dairy Export Growth, And What Are Annuities? 12.06.2026 6min

  Send us Fan Mail Today we take a deep into the June USDA WASDE report (spoiler alert) there's not much change in corn and soybean markets. Dairy keeps rolling along, though, as we look at what's driving seven straight months of export growth. We finish in financial markets with a look at annuities and how they can benefit your portfolio.
• Feedlot Margins Hit $450, Butter Prices are Rebounding, We've Been Historically Dry and Warren Buffett Has Advice for Farmers 11.06.2026 6min

  Send us Fan Mail We start off today with a look at margins and prices. Feedlot margins hit $450 recently, and on the dairy side product prices maintain strength including butter, which had been soft but is rebounding. We also look at weather, with a report that shows we've been historically dry this year. The wrap is a story that looks at three things Warren Buffett says farmers should know.
• A New World Screwworm Update, a Look at Commodity Markets, and Cramer Is Skiddish About Bulls 10.06.2026 5min

  Send us Fan Mail Today we get a New World Screwworm update: it's spreading but USDA has it handled. Commodity markets continue to fluctuate waiting for the big report coming out on Thursday. We finish with news from Jim Cramer, who isn't believing the strength in the bull market.
• There's More New World Screwworm, Corn Drops On Investor Fallout, and Consumers Are Still Frustrated 09.06.2026 6min

  Send us Fan Mail We start with an update on New World Screwworm. There's two new cases including a border-hopping dog. Corn futures fell off recently thanks to investors pulling out of the market over bearish weather, and the job market is strong but consumers still aren't happy.
• North: We're Navigating a New Era of Dairy and Beef Markets 08.06.2026 19min

  Send us Fan Mail On today's episode we feature a conversation I had last week with Mike North from Ever.Ag. Mike brings us up to speed on the current status of the dairy industry, including how we're continue to evolve to a solids-dominant market from breeding cattle, processing, consumer demand and everywhere in between.