This week Chris talks with Duane Lowry, assessing profitability opportunities, but also addressing what seems to be a horizon filled with uncertainties and the potential for abnormal price volatility. This is not the first or only year that we have seen exceptionally favorable prices in February, but history shows a wide range of ending scenarios from similar beginnings. We take a look at some of that history and its worth reflecting on those years.
Feb 20, 2022•28 min
Chris talks with Peter Meyer with S+P Global . Peter talks about numerous conditions that are currently impacting commodity prices including Interest rate hikes, demand, South American production, money flow, and the Russia Ukraine situation. Pete worries that the high price levels we are seeing now are unhealthy for the future as this will continue to drive input prices even higher in the near term and years to come. As of Feb 11th the insurance prices are at $5.79 for corn and $14.07 for soybe...
Feb 13, 2022•29 min
Chris provides some perspective on the current cost of production trends that he is seeing from Profit Manager for the 2022 crop. He touches on some of the individual line item expenses including, return to management, crop insurance, fertilizer, nitrogen, and herbicides. Be sure to reach out to Shat if you are interested in receiving the analysis toll to run your own numbers for the 2022 crop year.
Feb 06, 2022•18 min
Here are three things to know in February 2022! Contact shay@agviewsolutions.com with any questions. Have a great day!
Feb 02, 2022•10 min
Chris introduces Duane Lowry as he co hosts Jarod Creed, Ryan Moe, and Joe Vaclavik speaking about the markets for the upcoming week. Additionally they discuss numerous variables that will likely drive market volatility in the months ahead.
Jan 30, 2022•45 min
Chris talks with Paul Nieffer about some of the tax planning to watch for in 2021 and 2022.
Jan 28, 2022•8 min
Duane Lowry talks with Bill Conerly on economics.
Jan 28, 2022•15 min
Steve Johnson and Duane Lowry talk crop insurance for 2022.
Jan 28, 2022•16 min
Paul Neiffer (The Farm CPA) and Jim Wiesemeyer (DC Policy Analyst) talk about the build back better plan and several other things cooking in DC.
Jan 28, 2022•6 min
Chris talks with Damian Mason and Ryan Moe about the "ations" that affect agriculture.
Jan 27, 2022•12 min
Duane Lowry talks to Joe Vaclavik with Standard Grain about wildcards in the 2022 markets.
Jan 27, 2022•14 min
The Ag View Executive Business Conference is on this week! We are so excited to host an amazing group of producers from over 20 states and Canada. Stay tuned as the Ag View Pitch produces a number of informational podcasts from the conference with some actionable items and business principles for a profitable 2022. For those of you attending this will be an amazing opportunity for networking and meeting new friends and building business relationships.
Jan 24, 2022•2 min
Chris talks with Mark Welch, a Grain Marketing Economist with Texas A&M , about the impact of inflation, interest rate increases, and investor money on the commodity markets. They also discuss the potential market impacts of the Russian and Ukraine situation and South American weather. Strategies for marketing the balance of 2021 crop and managing the price risk on the 2022 crop conclude the discussion
Jan 23, 2022•31 min
Chris and Duane Lowry discuss South American weather changes, inflation, plentiful old-crop supplies, and how all this might impact the maze of risk and opportunities, as we shift focus to the 2022 crop. It is time for a sober evaluation of your operation's preparedness for potential market volatility and how inflation will impact your working capital situation in the months ahead.
Jan 17, 2022•24 min
Chris talks with Grant Shimek of Black Oak Financial . Grant talks about how inflation is affecting the economy overall along with its direct impact on commodities and input costs going into 2022 crop season. Grant explains his logic on monitoring current market volatility and some likely directions in the market as we move through the January 12th USDA report and then on toward the February crop insurance price discovery timeframe. Grant's concern with the US reduction in domestic energy produc...
Jan 09, 2022•23 min
THESE are the key things to know headed into Spring 2022. Shay talks with Bryan Bednarek of StoneX on what's going on in the Fertilizer World. Bryan offers a great overview of the last two years of price action, supply and demand, and some key decision considerations moving forward.
Jan 06, 2022•30 min
Actually define your goals. Make them measurable and reasonable. Keep them as simple as possible. Drawing a line in the sand on what’s important to reach those goals. We are all overburdened with information, but what is actionable? I don’t believe that daily wires are a lot of use to the average producer because they are often filled with a lot of information that isn’t relevant to the task at hand. I know because I’ve been on both ends of many marketing wires. Truly put together a breakeven co...
Dec 31, 2021•26 min
Chris talks with Jarod Creed with JC Marketing and Peter Meyer with S&P Global Platts . They wrap up 2021 markets with a discussion around money price hurdles as we move into 2022. Some of the watch outs for early 2022 include South American weather improvements, increased farmer selling in January, slowing inflation rates, and possible softer demand for corn and soybean exports. They go on to discuss other economic factors including inflation, interest rates, and the need for producers to m...
Dec 26, 2021•33 min
Chris and Duane Lowry discuss South American weather, inflation, profitability and risk factors as we reflect upon market volatility in 2021 and begin to imagine what 2022 might bring. One thing for sure is an elevated vulnerability to revenue risk from multiple possible sectors. Fortunately, we currently have price structures that allow us opportunities to secure profitability and reduce/remove certain elements of risk. The future is uncertain and filled with plausible pathways. It's time to sc...
Dec 19, 2021•31 min
Chris talks with Ryan Moe from Stone X about some of the market opportunities on the 2021 and 2022 crop. Current basis strength in many areas is providing opportunities for strong cash on farm prices, they discuss taking advantage of what for many operations are record income levels. Additionally they discuss some of the concerns with regard to demand, supply chain issues, inflation, and Chinese political issues with the US. As inputs continue to rise managing margins for the 22 crop season will...
Dec 12, 2021•24 min
Chris talks with Paul Neiffer about the checklist of action items for year end Tax prep. They discuss pre-payment rules, defend payments, and the importances of accurate accounting. They also touch on Paul's topics for the Ag View Executive Business Conference which includes learning how to calculate contribution margin, tax planning for future growth, an update on new tax laws, and numerous other tax management strategies.
Dec 08, 2021•21 min
Chris talks with Brent Judisch of P&K Midwest about the effects of inflation and supply disruption on new and used equipment. They discuss the strong demand particularly for tractors and combines. Additionally they touch on sprayers, tillage, and planting equipment. Some other key factors of the conversation include managing lease versus purchase, appropriately structuring interest rates, and developing an equipment replacement strategy that is most effective for your farming operation....
Dec 06, 2021•28 min
Chris talks with Chris Wilson of Atten Babler about the following: Macro market drivers Ethanol demand Inputs Finishing up 2021 crop marketing Key focus points on 2022 marketing plan: Input costs, ethanol demand, South American production could pressure soybean prices further, Crop rotations in 2022
Dec 05, 2021•23 min
Chris talks with Bill Conerly, a business economics consultant, a Senior Contributor to Forbes and a Duke University Ph.D. He has worked in economics and corporate planning at two Fortune 500 corporations and at a major bank, where he was senior vice president. They discuss the upcoming Ag View Executive Business Conference in Phoenix, Arizona and give a preview on some of the topics Bill will share at the conference. Additionally, Bill will be there for the entire event to network with you one ...
Dec 04, 2021•26 min
Listen to this 60 second update for exciting news on our early registration extension!
Nov 30, 2021•38 sec
Chris and Shay discuss the steps you need to take to have a highly profitable 2022.
Nov 29, 2021•54 min
Chris talks with Jarod Creed with JC Marketing about several market drivers to pay attention to in the next few weeks. They start out talking about some of the unknown hurdles around new variants with covid and the impacts of oil and energy prices especially as they relate to fertilizer prices. Other topics of discussion include taking advantage of basis opportunities especially in the next month as farmers close their grain bin doors waiting for the next year. Finally, Chris and Jared dialogue ...
Nov 28, 2021•28 min
1. Thankfulness 2. South America 3. China 4. Inflation watch outs Don’t forget to register for the conference at agviewsolutions.com !
Nov 22, 2021•24 min
Chris has a detailed conversation with Peter Meyer with S&P Global Platts about numerous moving parts currently driving the markets. Many of the drivers include demand, inflation, strong ethanol margins, fertilizer prices, basis levels, and the continued supply chain disruptions. Additionally they review the interesting reaction from last weeks USDA report with corn prices strengthening. Finally they discuss at length many of the considerations that farmers will need to work through includin...
Nov 14, 2021•36 min
Ryan Moe with Stone X talks with Chris about Tuesdays USDA report. They also discuss market drivers including Chinese demand, South American crops, and Ethanol demand. Finally, they discuss what basis might do depending on the reaction to Tuesdays USDA report.
Nov 07, 2021•27 min
