Joe Vaclavik, Ryan Moe, and Jarod Creed discuss markets from the Ag View Executive Business Conference in St. Pete’s Beach, Florida. This powerhouse of marketing brain power cover a number of topics in their conversation. 2023 acres estimates. Supply and demand adjustments on the balance sheet Working capital management and margin management Crop rotation, decisions, and navigating high cost for inputs Brazil and Argentina weather Chinese demand This is a great dialogue between three market expe...
Jan 29, 2023•14 min
Guest host Joe Vaclavik discusses technology and its future in agriculture with tech guru, speaker, and author Scott Klososky. From the Ag View Executive Business Conference.
Jan 27, 2023•11 min
Jim Wiesemeyer talks with Chris about what’s going on in Washington DC currently and the key things to pay attention to in the year ahead. The conversation covers the following topics. The US debt limit. The upcoming State of the Union address from President Biden The upcoming Farm bill, its timing, and the changes to watch for. WOTUS Waters of the US ruling. Renewable Fuels Credit. What are the up-and-coming presidential candidates for both Republican and Democratic parties? The conversation wr...
Jan 26, 2023•23 min
Paul Neiffer talks with Chris about the emergency relief program(ERP) and pandemic assistance revenue program(PARP). Paul describes some of the complexities and necessary components to qualify for ERP. He also goes on to explain the details of PARP; who qualifies and the necessary components of that program as well. They finish up the conversation by discussing FSA sign-up and considering ARC versus PLC. If you’d like to contact Paul, you can reach him at: Blog: farmcpareport.com Email: farmcpa@...
Jan 25, 2023•25 min
Jon Scheets and Shay discuss the most overlooked risk management strategies and options for 2023, discuss some specific opportunities, and take a look into the future of Crop Insurance. As part of our 10 Important Topics for 2023 series, this is one you won't want to miss!
Jan 23, 2023•23 min
Matt Bennett with agmarket.net makes his first appearance on the Ag View Pitch Weekly Market Outlook. Matt starts the discussion with his philosophy of marketing and the importance of managing your profit margins and mitigating risk, especially when commodity prices are at the current levels. Chris and Matt discuss the possible 2023 acre mix and the decisions between planting corn versus soybeans or other crops from a profitability perspective. Matt explains the market strategies that he is usin...
Jan 22, 2023•28 min
Jeremy Doetch, Ag Lender with German American State Bank in Illinois, visits with Chris on the financial fundamentals necessary for navigating 2023 and beyond. The conversation begins with a brief discussion on the importance of having a current succession and transition plan, that’s updated regularly. The balance of the conversation revolves around many specific financial considerations as you communicate with your lender, build your financial documentation, and utilize this information for the...
Jan 19, 2023•58 min
Jarod Creed with JC Marketing visits with Chris on the market outlook as we march toward the February insurance discovery period. Jarod dissects much of the information disseminated from the January 12 USDA report. There were some surprises in the acreage numbers. Jarod goes through the details explaining what some of the information may mean to the market place in the weeks ahead. Jarod sees a bright outlook short term with the fundamental reality that we are still setting on a very tight suppl...
Jan 15, 2023•29 min
After some fantastic questions from top tier operations at TEPAP 2023, we felt it was important to rerun this episode from June 2021. We hope you find it helpfully, and feel free to reach out with any questions to shay@agviewsolutions.com ! "How well is your operation covered? Chris talks with Adam Brickley with PDCM from Waterloo, Iowa. They discuss gaps in coverage and the risks associated with the under insured. They also discuss levels of coverage and the types of insurance to best fit your ...
Jan 14, 2023•45 min
Ryan Moe, Regional Director for Stone X in Minneapolis visits with Chris on the market outlook for the week ahead. The discussion starts out with many of the fundamentals that could threaten price strength in the weeks ahead and the big risks associated with high input cost for farmers as we go into the 2023 growing season. Ryan and Chris continue the conversation discussing the estimates that were put forward by Stone X for the upcoming USDA report on January 12th. Finally, Ryan and Chris wrap ...
Jan 08, 2023•31 min
75 Hard is a discipline, fitness, and mental challenge over 75 days. Shay, Joe, Chris, and Jerod recently took it on during Harvest of 2022. As the new year is upon us, be sure to check out this podcast and let us know if you would like to be in the support group in the months ahead. Whether you plan to partake or not, do not miss this episode. You can see the original podcast by Andy Frisella here , and if you'd like to join email shay@agviewsolutions.com Learn more here at "What is 75 Hard?"...
Jan 03, 2023•1 hr 2 min
Joe Vaclavik with Standard Grain talks with Chris as we head into a New Year! The conversation begins with a review of 2022. There were a number of market drivers that Joe discusses, including inflation, the war in Ukraine, drought in the west, energy prices, and rising interest rates. Joe transitions into some of the opportunities and challenges that we will see as we head into 2023 both short-term and long-term. Short term, conversation revolves around paying attention to South American weathe...
Jan 02, 2023•27 min
Jarod Creed with JC Marketing talks with Chris about the importance of finishing up 2022 sales in order to put the focus on risk management for 2023. Jarod maps out the next 45 -60 days as we move through January and into the February price discovery period for crop insurance. Several market factors in the next 60 days will need to be monitored closely as we manage our risk and take advantage of opportunities. Jarod explains the key issues to pay close attention to, including South American weat...
Dec 26, 2022•31 min
Chris visits with Travis Martinek with Benchmark Financial in Cedar Falls, Iowa about various retirement options to offer yourselves, family members, and your employees through your farming business. As farm operations continue to grow in size, attracting quality labor and retaining skilled employees continues to be a struggle for many operations. Offering some type of retirement plan is a an excellent way to enhance compensation, while at the same time, receiving tax benefits, for both the empl...
Dec 21, 2022•20 min
Peter Meyer with S&P Global “Commodity Insights” visits with Chris about numerous market conditions as we wrap up 2022. Peter sees little hope for bullish news in the “near term” with the exception of Argentina weather issues. Peter goes on to discuss some of the current fundamentals in the energy sector and the fact that crude oil prices have come down to a level which is not supportive of grains. He goes on to talk about several other issues, including the recent EPA announcement on renewa...
Dec 18, 2022•29 min
Chris talks through these top ten items: 1. Land Rents/Values 2. Commodity Prices 3. Equipment Values 4. Labor 5. Budgets/Cash Flow 6. Risk Mitigation 7. Access to Capital/Interest Rates 8. Quality Information Sources 9. Transition Planning 10. Communication Chris and Shay will go over each of these topics more in depth so stay tuned!
Dec 14, 2022•24 min
Chris and Duane Lowry discuss last week's USDA report, South American weather, and potential seasonal market influencers, all amid a backdrop of reduced profitability offerings vs several weeks ago. With 2023 crop production costs likely the highest in history, how will producers analyze prices, profitability and possible crop rotation decisions in the weeks ahead? With some regions experiencing severe soil moisture deficiencies, everyone experiencing record costs of production and revenue calcu...
Dec 11, 2022•36 min
Brent Judisch talks with Chris about the challenges with managing machinery and equipment in an inflationary environment. Additional management challenges include supply chain issues, equipment, inventory, and interest rates. They go on to discuss some of the strategies to manage these challenges and things to consider as you update machinery and equipment, along with analyzing the possibility of leasing some equipment instead of purchasing.
Dec 07, 2022•16 min
Clark Neighbors with BIS Commodities in Cedar Rapids, Iowa, talks with Chris about a number of market conditions and strategies to consider during the month of December and into 2023. Primarily the conversation revolves around managing basis, however, they expand to discuss a number of other topics, including the short crop in certain areas of the US, interest rates, and South America. They finish up the discussion on crop rotation decisions, and the need for the corn and soybean ratio to improv...
Dec 04, 2022•29 min
What you need to know as a current user (refresher) and back to the basics for those who are new to the Profit Manager system. Shay and Chris discuss the business decision-making capabilities of Profit Manager, a system that Chris developed and the Ag View Solutions team has improved for over 27 years now. This simple yet comprehensive tool helps you dial in our cost of production to the penny, know your exact machinery costs, and sets you up for good input, marketing, and real big-time farm dec...
Nov 29, 2022•1 hr 5 min
Jarod Creed with JC Marketing visits with Chris about the advantages of wrapping up 2022 sales. Jarod and Chris have a lengthy conversation around management considerations for 2023. They discuss some of the risk management considerations that should be part of your 2023 planning starting with knowing your costs, planning your specific margin targets, mapping out your current crop rotation, and setting reasonable profit targets/goals. They wrap up the conversation discussing some of the macro co...
Nov 27, 2022•36 min
Joe Vaclavik and Shay Foulk discuss the week ahead for November 21st. In the discussion they talk Russian trade agreements, USDA reporting, and what to think about as we head into the holiday season. Enjoy, and as always please reach out with any questions!
Nov 20, 2022•17 min
Mark Welch, grain marketing specialist with Texas A&M, visits with Chris about numerous fundamentals that could be moving the markets in the next several weeks/months. Mark emphasizes the importance of taking advantage of opportunities when they present themselves. The 2022 crop yields are now a “known” for many operations and make it easier to plan for marketing the balance of your crop in order to achieve your desired economic results. They go on to discuss a number of macro situations to ...
Nov 13, 2022•27 min
Jarod Creed with JC Marketing visits with Chris this week about the opportunities for a profitable 2022 for the majority of crop operations. The discussion involves navigating many of the challenges and opportunities which include interest rates hikes, the general economy, basis management, protecting or selling your unpriced bushels, and being disciplined enough to take advantage of profit margins that currently exceed most/all prior years. They go on to discuss the opportunities for 2023. Even...
Nov 06, 2022•37 min
Chris talks with Duane Lowry this week, with an interesting discussion about how influential other markets have been performing in recent weeks/months and how that might provide valuable insight into not only the price discovery process of corn and soybeans, but maybe more importantly, how such might impact speculator buying interest and the level of aggression buyers may be using as they seek to navigate the price discovery process. Today is an important and timely podcast. With Halloween just ...
Oct 30, 2022•31 min
Paul Neiffer, "Farm CPA" has an interesting conversation with Chris about how the elections will affect farmer's tax situation. They also go over year-end tax planning and upcoming changes to bonus depreciation
Oct 25, 2022•26 min
Grant Shimek with Black Oak Financial talks with Chris on technical and fundamental market movers as we head into the last week of October. Grant addresses some of the fundamental issues that warrant our attention including the low river levels, temporary eroding basis levels in both corn and soybeans for some areas, and the possibility of Russia taking over the power grid in Ukraine. Grant explains each of these issues and talks about some of the possibilities for the markets. From the technica...
Oct 23, 2022•28 min
Shay and his wife, Hannah (first time guest!), talk about making a dream list of 100 dreams, how to implement them, what a Dream Manager does, and how you might use this in your team and family. This is a GREAT episode to share with your spouse- please share this with friends, family, and co-workers that need to hear this. You can find the book here: https://www.audible.com/pd/The-Dream-Manager-Audiobook/B004O9E6UI You can register for the Ag View Executive Business Conference here: https://agvi...
Oct 18, 2022•50 min
Jarod Creed with JC Marketing has an insightful harvest market conversation with Chris. While some areas are experiencing poor yields, other areas are harvesting record yields. Most of the areas with high yields are also experiencing a slow dry down in corn moisture. Jarod talks about both situations. For the low yielding areas; it will be key to managing the bushels you do have, plus understanding your insurance policies. For the areas with high yields, managing basis, storage, and logistics wi...
Oct 16, 2022•45 min
Joe Vaclavik with Standard Grain visits with Chris about numerous macro and micro considerations for your marketing as we continue through harvest season. The conversation starts with Joe explaining the importance of paying attention to the following macro fundamentals including the general economy, stock market, inflation, interest rates, Russian nuclear threats, South American production, and the recent price rally in crude oil. The second part of the conversation is more about some of the Mic...
Oct 09, 2022•30 min
