Explorez tous les épisodes du podcast Chat BDC
| Titre | Date | Durée | |
|---|---|---|---|
| Class I Above $20, A New USDA Cattle Report, The Bottom of the Corn Market | 23 Oct 2026 | 00:05:51 | |
Today we start with a report on the November Class I uniform price going above $20 for the first time since July. We also learn about a new USDA cattle report that will take out a big "black hole" in the market. We finish with a look at corn markets looking for a bottom. | |||
| New IDFA Leadership, The BRAND Problem, and Building Solid Partnerships | 22 Oct 2026 | 00:06:17 | |
Today we review the new President and CEO that will lead the International Dairy Foods Association, then pivot to a look at how USDA's new heifer retention insurance for cattle producers will impact markets. We wrap up with a quick look at five tips for establishing a strong farm partnership. | |||
| Cheese Slides, Cattle Rally, Diesel Payments | 21 Oct 2026 | 00:05:16 | |
Today we start with a look at how cheese prices are sliding thanks to changing consumer habits, then pivot to a look at whether cattle markets can continue a bull run after last week's success. We finish with an announcement from USDA that there will be support for high diesel prices. | |||
| Dairy Had A Bull Run, Dissecting the Rebuild Dilemma, El Nino Is Coming | 20 Oct 2026 | 00:05:52 | |
Today we start with a look at a bullish run in dairy markets last week, then pivot to a deep dive on the beef cow herd rebuild. We finish with a look at how El Nino could finally be here and how it could impact spring planting. | |||
| September Milk Prices Slump, Fall Calves Aren't Filling Auctions, How to Transition the Business | 19 Oct 2026 | 00:06:23 | |
Today we start with a report on September uniform milk prices and how they continue to slide. We then transition to auction markets and how we're not seeing fall calves coming to town. Finally we look at how transitioning the farm business is more than just assets. It's an opportunity to leave a legacy and mentor the next generation. | |||
| Protein Drives Whey Prices Higher, High Cost Females are Slowing Rebuild, and Think Before Selling Grain | 16 Oct 2026 | 00:05:57 | |
Today we talk about how protein prices are driving up the cost of whey, and how replacement beef female prices are rising, which is slowing the herd rebuild. We finish up with what to consider before selling grain this fall. | |||
| Chaos In The Cattle Complex and Tax Tips for Buying and Selling Farmland | 15 Oct 2026 | 00:06:50 | |
Today we focus on two topics. First is the convergence between a tight supply of beef and the stalling of prices in wholesale beef markets. We finish with a look at tax tips for those buying or selling land before the end of the year. | |||
| Powder Strengthens and Cheese Rebounds, Cattle Rally, Payments Offset Higher Crop Costs | 14 Oct 2026 | 00:06:06 | |
Today we start with a look at how milk powder prices continue to strengthen as cheese prices rebound, but butter continues to slump. We also look at how cattle prices rallied late last week and what could be on the horizon. We finish with how government payments could help offset higher input crop input costs, including diesel prices. | |||
| New Dairy Checkoff Leadership, New USDA Grazing Initiatives, Corn Futures Rebound | 13 Oct 2026 | 00:05:58 | |
Today we start with news on the new Dairy Checkoff leader, then pivot to new initiatives from USDA for grazing lands allotments. We finish with and update on commodity markets after the WASDE surprise from last week. | |||
| A Drop In Milk Production Forecast, Bumpy Roads Ahead for Cattle, and A Corn Surprise | 12 Oct 2026 | 00:06:42 | |
Today we start with a look at the latest WASDE report and a drop in milk production forecast. Then we go through a report from Dave Weaber at Terrain regarding Q4 cattle markets, and finish up back at the WASDE report and a surprise increase in projected corn yield. | |||
| Dairy Export Rebound, Risk Management for Fall Feeder Calves, and Commodity Market Volatility | 09 Oct 2026 | 00:06:25 | |
Today we start with a look at dairy exports from the August USDEC report, then offer some tips on risk management practices when purchasing fall feeder calves. We finish with a look at volatility in grain and oilseed markets. | |||
| Protein Is King, Feeder Margins Stink, and Get Your Red-Dye Diesel | 08 Oct 2026 | 00:05:58 | |
Today we start off with a look at how protein is reshaping the dairy market from farm to table. We shift over to a look at plunging feeder margins, and wrap up with the news from the White House about making red-dye diesel more available. | |||
| A Dairy Workforce Plan, ICE Impact in Kansas, and Five Tips for Financial Success | 07 Oct 2026 | 00:06:01 | |
Today we briefly talk about a new workforce option for dairy farmers, then we shift to an update on the Kansas ICE raids and how that impacted the beef industry in southwest Kansas. We finish up with a look at five tips to help your farm reach financial success. | |||
| Dairy Diverges, Fall Marketed Calves, and Advantages of Leasing or Buying Equipment | 06 Oct 2026 | 00:07:10 | |
Today we start with how the dairy market continues to diverge toward protein products. We then talk about the advantages beef producers will have when marketing fall calves. We wrap up with the IRS implications of leasing or buying equipment. | |||
| Milk Prices And Beef Crosses, Japanese Demand for U.S. Beef, and a New Farmworker Minimum Wage | 05 Oct 2026 | 00:04:55 | |
Today we start with a look at how the value of beef cross calves is keeping milk prices from growing, and how Japanese consumers are driving demand for U.S. beef. We also look at new legislation in California that raises the farmworker minimum wage to $19.75. | |||
| Class IV Rebounds, Ranchers Push Back on Imports, Commodity Stock Surprise, and A Strong Q2 Economy | 02 Oct 2026 | 00:05:29 | |
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 Oct 2026 | 00:06:24 | |
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 Sep 2026 | 00:06:04 | |
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 Sep 2026 | 00:05:03 | |
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 Sep 2026 | 00:05:39 | |
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 Sep 2026 | 00:05:42 | |
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 Sep 2026 | 00:06:26 | |
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 Sep 2026 | 00:05:45 | |
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 Sep 2026 | 00:05:44 | |
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 Sep 2026 | 00:06:40 | |
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 Sep 2026 | 00:04:33 | |
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 Sep 2026 | 00:06:45 | |
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 Sep 2026 | 00:06:29 | |
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 Sep 2026 | 00:05:37 | |
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 Sep 2026 | 00:06:58 | |
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 Sep 2026 | 00:05:59 | |
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 Sep 2026 | 00:05:12 | |
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 Sep 2026 | 00:05:58 | |
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 Sep 2026 | 00:15:59 | |
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 Sep 2026 | 00:06:56 | |
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 Sep 2026 | 00:05:57 | |
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 Sep 2026 | 00:05:43 | |
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 Sep 2026 | 00:05:51 | |
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 Aug 2026 | 00:06:34 | |
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 Aug 2026 | 00:06:38 | |
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 Aug 2026 | 00:06:05 | |
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 Aug 2026 | 00:06:27 | |
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 Aug 2026 | 00:30:05 | |
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 Aug 2026 | 00:05:57 | |
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 Aug 2026 | 00:05:26 | |
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 Aug 2026 | 00:07:04 | |
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. | |||
| Milk Prices Drop After Six Month Rally, Lockout Ends at Cargill Plant, Crop Tour Updates | 19 Aug 2026 | 00:06:28 | |
Today we take a look at July federal milk marketing order prices and the first drop in prices across the board in six months. The lockout at a Cargill meat plant ends, and the Pro Farmer Crop Tour sees vastly different crop situations from West to East. | |||
| What Makes Top Farm Businesses Unique, Get another $136 More For Calves, Seed Selection Tips | 18 Aug 2026 | 00:07:03 | |
Today we focus on an Uplevel Dairy podcast that looks at what makes the top 20% of farm businesses unique, plus tips on how to add value to your feeder calves. We wrap up with seed selection tips, since it's getting that time of year, and a look at what could impact social security decisions. | |||
| How Dairy Will Grow 15 Billion Pounds with Half the Farms, and A Deeper Look at What Tyson Is Doing | 17 Aug 2026 | 00:06:06 | |
Today we focus on how dairy is going to grow by 15 billion pounds by 2030 with half the farms, and what Tyson is thinking with the latest plant closure and a 10,000 head reduction in daily processing. | |||
| The Packers Supply Squeeze, Commodity Reactions to WASDE, and Five Investment Tips | 14 Aug 2026 | 00:06:43 | |
Today we focus on how packers are adjusting to the supply squeeze, how commodities reacted to USDA's WASDE report, and five common investment mistakes people make and how to over come them. | |||