Back

Explore every episode of the podcast Market Talk

Dive into the complete episode list for Market Talk. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

Rows per page:

1–50 of 2,507

TitlePub. DateDuration
Tuesday, October 6th, 2026- Cory Bratland, Shawn Hackett and Casey Schleusner06 Oct 202600:44:59

On today's show, we begin in Segment One with Casey Schleusner, retail sales agronomist with Brevant seeds, who shares some early soybean yields from Brevant brand Enlist E3 soybeans and how they are exceeding grower expectations as harvest gets underway in North Central Iowa. And we also talk about why October, soybean cyst nematode month, is the time to think about SCN and soil sampling. Learn more at Brevant.com or contact your local ag retailer.

Cory Bratland of AgMarket.Net joins us in Segment Two after a strong Tuesday in the grain and cattle markets. Bratland covers harvest progress and the dry weather window, what he expects from Friday's October WASDE, why a stronger Brazilian real is helping soybeans, how to think about a plan for your harvest bushels, escalating Russia and Ukraine tensions in wheat, a cattle market that finally made a move, and the outside markets he is watching, including the dollar index and crude oil.

Then, we talk with Shawn Hackett of Hackett Financial Advisors as he breaks down what is moving grain and livestock markets as October begins. Hackett digs into a record El Niño and what it could mean for Brazil's soybean and second crop corn seasons, why the Brazilian real may be the most important currency for grain markets, how Russia, Ukraine and Middle East tensions could squeeze supply, and what he is watching in cattle, dairy and protein demand.

Midday Commentary 10/6/26- Arlan Suderman06 Oct 202600:05:59

We saw a solid grain market rally through midday on Tuesday while the cattle complex was also showing some signs of life. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a conversation about the markets as we worked through Tuesday trade.

Monday, October 5th, 2026- John Heinberg, Mike Minor and Eric Snodgrass05 Oct 202600:40:00

John Heinberg of Total Farm Marketing joins Market Talk on Monday, October 5, to break down a choppy start to the first full week of October. Grains finished off their highs as harvest pressure showed up, wheat led the way, and cattle gave back some ground while hogs held up better. John covers what he is hearing ahead of Friday’s October WASDE report, where corn and soybean yield could land, why soybean basis is jumping in the western Corn Belt, how corn export shipments compare with lagging export sales, what a stronger Brazilian real could mean for soybean competition, and where cattle and hog futures could go from here.

Mike Minor of Professional Ag Marketing joins Market Talk on Monday, October 5, as grains and oilseeds started the week with solid money flow while cattle and hogs were quieter. Mike covers what drove soybeans higher, including a stronger Brazilian real and hot demand for soybean oil. He talks harvest progress and early yield reports in the Northwest Corn Belt, what he expects from Friday’s USDA WASDE report, and why large fund positions could add risk to the corn market. He also explains why he sees pork’s problem as demand rather than supply, and why expensive feeder cattle are pinching feedlot margins even as beef demand holds up.

Harvest season is rolling, but the western Corn Belt is still drying out after record September rain. Nutrien Ag Solutions' Eric Snodgrass joins Market Talk for the weekly weather update to break down the harvest window through Oct. 12, a possible snow event in the northern Rockies, a quiet Atlantic with a Gulf disturbance to watch, Lake Powell water levels, how a strong El Nino could reshape the drought map, and Brazil planting conditions. More weather from Eric: agweather.com

Friday, October 2nd, 2026- Mike Castle, Scott Varilek and Robin Schmahl02 Oct 202600:39:57

USDA's September 30 Grain Stocks report delivered an ugly surprise for corn, diesel is flirting with record highs, and rate hike expectations are swinging week to week. StoneX Senior Commodities Economist Mike Castle joins Jesse Allen on Market Talk to sort through what it all means for farmers and ranchers. Mike breaks down why USDA's feed and residual number has been such a puzzle, how old-crop corn stocks climbed back above 2 billion bushels, and what still supports demand in the year ahead. He also walks through charts on corn feed demand per animal unit and the corn to diesel ratio, explains how tight distillate stocks and Middle East disruptions are squeezing margins, and shares his view on inflation, the Fed and how all of it reaches the rural economy. He closes with risk management advice, including where fertilizer affordability stands heading toward spring 2027.

Cattle are stuck in neutral, hogs are digesting a surprising report, and corn funds are heading for the exits as harvest rolls in. Scott Varilek of Kooima Kooima Varilek in Sioux Center, Iowa, also joins Jesse Allen on today's Market Talk to break down the livestock and grain markets heading into the fourth quarter. Scott covers the split between southern and northern cash cattle trade, what plant closures mean for family feeders who want to negotiate cash, why the Choice/Select spread is widening at an unusual time, and how consolidation and beef on dairy are reshaping the way cattle get sold. He also weighs in on the Hogs and Pigs report, sluggish pork demand, harvest delays from wet weather, and what record fund length and a bigger corn stocks number could mean for the short term.

Also to close the show, we get an update from Susan Littlefield at World Dairy Expo this week in Segment Four as she gets analysis of the dairy markets with Robin Schmahl from AgMarket.net.

Midday Commentary 10/2/26- Arlan Suderman02 Oct 202600:03:01

Mixed and quiet action in the markets as we close out the week on Friday. We talk about it with Arlan Suderman, Chief Commodities Economist at StoneX in our Market Talk Midday Commentary for Friday, October 2nd, 2026.

Thursday, October 1st, 2026- Bryan Doherty and Cattle Chatter01 Oct 202600:40:18

On Thursday's episode of Market Talk, we talk markets with Bryan Doherty from Total Farm Marketing and have a new episode of Cattle Chatter with Susan Littlefield and Brad Kooima from KKV Trading.

Wednesday, September 30th, 2026- Kristi Van Ahn-Kjeseth30 Sep 202600:40:02

USDA's quarterly Grain Stocks report gave corn a bearish surprise and sent front-month futures down about 20 cents. Kristi Van Ahn-Kjeseth of Van Ahn & Company joins Market Talk to break down what the numbers mean for corn, soybeans, wheat and cattle, and how to approach 2027 marketing. We also hear from Arlan Suderman with StoneX in Segment One and look at news headlines to close the show in Segment Four.

Midday Commentary 9/30/26 (Grain Stocks Recap)- Arlan Suderman30 Sep 202600:05:25

USDA provided a bit of a bearish surprise for the corn market in the Quarterly Grain Stocks report out on Wednesday. But, was it something that needed to be done? We discuss that and recap the numbers with Arlan Suderman, Chief Commodities Economist at StoneX, in our Market Talk Midday Commentary.

Tuesday, September 29th, 2026- Jacob Burks and Dr. Wade Webster29 Sep 202600:39:54

Jacob Burks of AgMarket.Net joins Jesse Allen on Tuesday's Market Talk to preview Wednesday's USDA Grain Stocks report, explain how a wet harvest is squeezing soybean processors, and break down the outlook for corn, wheat, hogs and cattle heading into the fourth quarter.

Also, we discuss soybean cyst nematode and the upcoming SCN Action Month in October with Dr. Wade Webster, NDSU Soybean Pathology Specialist, in Segment Two of today's show.

Monday, September 28th, 2026- John Heinberg, Mike Minor and Eric Snodgrass28 Sep 202600:42:51

Soybeans led the grain complex lower on Monday after the U.S.-China summit delivered little ag news. Mike Minor of Professional Ag Marketing joins Jesse Allen in Segment One to break down the disappointment, Wednesday's quarterly Grain Stocks report, early harvest delays from heavy rain, war-premium erosion in wheat, and where hogs and cattle stand heading into October. Later in the show, John Heinberg of Total Farm Marketing joins Jesse in Segments Three and Four to ask whether the disappointment is overdone, what to expect from Wednesday's quarterly Grain Stocks report, how rain-delayed harvest is lifting basis bids, and where wheat, hogs, cattle and dairy stand as the month ends. He also flags the macro picture: rising interest rates, a firmer dollar and weaker gold and stocks.

Also in Segment Two, remnants of Hurricane Polo are headed for the central U.S., and harvest is about to hit the brakes. On this Weekly Weather Update, Nutrien Ag Solutions' Eric Snodgrass breaks down where the heaviest rain lands, why a drier October window may follow, and what to watch in Brazil as planting ramps up. Eric covers Polo's path from Mexico to the Plains, Dallas going from 74 dry days to possible flooding rains, harvest delays across the Corn Belt and northern Plains, the record-setting El Nino, and why markets may be "spring loaded" for the South America story. Learn more online by visiting https://www.agweather.com.

Midday Commentary 9/28/26- Arlan Suderman28 Sep 202600:05:30

Grains and oilseeds are under pressure to start the week amid some disappointment it seems from some traders regarding the US/China summit. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to put into perspective the market reaction and more as we move forward this week.

Friday, September 25th, 2026- Ted Seifried, Joe Kooima and Jeff Peterson25 Sep 202600:43:08

Grain and livestock markets finished mixed on Friday as we closed out a busy week of headlines in the market trade. Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk in Segment One to break down a wild week in the cattle complex, a two-tiered cash market between the north and south, a technically bullish setup building in feeders, a still-struggling hog market, and what the latest headlines out of the U.S.-China trade talks mean for grains.

Ted Seifried of Zaner Ag Hedge joins us in Segments Two and Three to unpack the U.S.-China meeting between Presidents Trump and Xi, why he thinks the grain market actually needs more news (not less), the $17 billion ag commitment traders are still waiting to see, why record-long funds could be vulnerable to a "buy the rumor, sell the fact" reversal, how Fed rate expectations and the 10-year yield are capping the rally, and why the cattle market has whipsawed through gap-and-reversal days all week.

Then in Segment Four, Susan Littlefield joins the show and shares a Friday market conversation with Jeff Peterson from Heartland Farm Partners,

Thursday, September 24th, 2026- Bryan Doherty and Cattle Chatter24 Sep 202600:39:59

Markets were fairly mixed on Thursday as traders wait for news from the Trump/Xi meeting at the White House. Bryan Doherty, senior market advisor with Total Farm Marketing, joins Market Talk to break down a pivotal week in the grain markets ahead of the Trump-Xi meeting, corn's textbook technical setup heading into harvest, a soggy soybean harvest outlook, and a mixed bag across dairy, cattle and hogs. Bryan digs into why the oat market is hitting new highs despite shrinking acreage, why he's telling farmers to "think strategically" rather than chase headlines, and why the U.S. dollar's recent rally is acting as a drag on grain prices.

Also, it is a brand new episode of Cattle Chatter, as Susan Littlefield talks with Joe Kooima from Kooima Kooima Varilek about a stagnant cattle market that seems to be looking for some direction this week.

Midday Commentary 9/24/26- Arlan Suderman24 Sep 202600:04:44

Mixed action in the markets at midday Thursday as traders await news from the Trump/Xi meeting in Washington D.C. while also watching other headlines. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.

Wednesday, September 23rd, 2026- Mike Zuzolo23 Sep 202600:39:58

Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down diesel export ban rumors, surging bond yields, the Trump-Xi summit's impact on grain markets, and record-setting cattle prices. Today's show powered by Brevant Seeds. Learn more online from Mike Zuzolo at https://www.globalcommresearch.com.

Midday Commentary 9/23/26- Arlan Suderman23 Sep 202600:03:34

We see the grain markets under pressure at midday while cattle are trending higher. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Wednesday, September 23rd, 2026.

Tuesday, September 22nd, 2026- Brian Splitt22 Sep 202600:39:58

Brian Splitt of AgMarket.Net joins Market Talk for technical analysis to break down corn, soybeans, wheat, cotton and cattle charts as the market braces for a big meeting with China and the quarterly Grain Stocks report. Splitt lays out three separate technical measurements pointing to $6.50 corn, a soybean target near $13.60, an SRW wheat objective around $8.60, and a feeder cattle setup that could carry prices toward $3.60.

We also hear from Arlan Suderman from StoneX in our opening segment with analysis and perspective on Tuesday's trade and look at ag news headlines to close the show.

Midday Commentary 9/22/26- Arlan Suderman22 Sep 202600:04:58

Grain and livestock markets are mixed to lower in a turnaround Tuesday type of trading session. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary for Tuesday, September 22nd, 2026.

Monday, September 21st, 2026- John Heinberg, Eric Snodgrass and Jeff Hoogendoorn21 Sep 202600:43:22

On Monday's Market Talk, we start the show with meteorologist Eric Snodgrass of Nutrien Ag Solutions for the weekly weather update, breaking down a sharply divided pattern: heavy rain and stalk/root concerns across the Midwest, record heat and drought in the South, a historically quiet Atlantic hurricane season, and a split planting outlook in South America as a record-strength El Nino reshapes the months ahead.

In Segment Two, cattle futures opened sharply higher to start the week, and Jeff Hoogendoorn with Professional Ag Marketing joins the show to break down whether that move is really about Friday's bullish Cattle on Feed report — or something bigger. Jeff and Jesse dig into a widening split in meat demand: beef holding up better than expected (rib eyes leading the way), while pork shows real cracks in domestic demand. They connect it to the broader "K-shaped economy" playing out in the meat case, then turn to crude oil's pullback, harvest delays across the upper Midwest, and why this week's US-China trade meeting is one of the biggest headline risks for grain markets heading into Thursday.

Then we close the show in Segments Three and Four as John Heinberg with Total Farm Marketing joins the show to unpack why grain and livestock markets came out strong to start the week, and. Corn and soybean spreads are tightening ahead of Thursday's Trump-Xi meeting, and John walks through what a trade deal could actually mean commodity by commodity, plus a "buy the rumor, sell the fact" risk as the week plays out. On the livestock side, cattle jumped on a friendly Cattle on Feed report while hogs stay stuck under cash market pressure, and dairy remains a soft spot with cheese prices at multi-year lows. John also shares specific marketing strategy for producers sitting on old-crop and new-crop bushels heading into harvest.

Midday Commentary 9/21/26- Arlan Suderman21 Sep 202600:04:31

Grain and livestock markets have found support to the upside through midday Monday. Arlan Suderman with StoneX joins us to discuss in our Market Talk Midday Commentary.

Friday, September 18th, 2026- Tommy Grisafi, Scott Varilek and Agribusiness & Water Council of Arizona18 Sep 202600:42:08

Jesse Allen is spending time at the Agribusiness & Water Council of Arizona Annual Meeting and Water Conference today and he learns about water issues due to drought and more on today's show. In the audio version of the show, he talks policy and gets background from Tim Dunn, Arizona State Senator for District 25, in Segment Two. Then later in Segment Four, he learns about the Roosevelt Irrigation District with Donovan Neese, Superintendent and Taylor Howerter, Assistant Superintendent.

We also talk markets throughout the show as Tommy Grisafi of AgBull Media and Nesvick Trading Group joins Market Talk to unpack the Fed's 25 basis point rate hike, a quiet Friday in the grains ahead of next week's Trump-Xi meeting, and another volatile week in cattle. He also breaks down why elevated energy costs are squeezing farmers, ranchers and consumers alike, and what to watch for in next week's commitment of traders report.

Scott Varilek of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk to break down a sloppy week in the cattle complex, a struggling hog market, and Friday pressure in grains and oilseeds. He also covers what the reopening of the Santa Teresa port means for Mexican cattle imports and herd rebuild, the growing role of beef-on-dairy genetics, and why energy prices are weighing on both harvest and the fall run of feeder cattle.

Thursday, September 17th, 2026- Bryan Doherty, Shawn Hackett and Cattle Chatter17 Sep 202600:39:57

Susan Littlefield sits in for Jesse Allen this afternoon and has market conversations with Shawn Hackett from Hackett Finanical Advisors, a new episode of Cattle Chatter with Brad Kooima from Kooima Kooima Varilek and she talks with Bryan Doherty from Total Farm Marketing.

Wednesday, September 16th, 2026- Mike Zuzolo and Doug Becher16 Sep 202600:39:58

The Fed just raised rates for the first time in three years, a Saudi supply shock has Brent crude back near 2008 highs, and record rail fuel surcharges are hammering grain basis right as harvest gets underway. Mike Zuzolo of Global Commodity Analytics joins Jesse Allen to unpack all of it, plus what's next for cattle, wheat, and the upcoming Trump-Xi meeting.

We also get Fed reaction to open the show with Susan Littlefield and Arlan Suderman at StoneX in Segment One as they talked immediately following the rate announcement.

Also, Brevant Seeds retail sales agronomist Doug Becher joins Market Talk to talk through the 2026 growing season in southeastern Minnesota and how this year's field conditions, yield data, and disease pressure should shape seed decisions for 2027. Doug covers what farmers experienced this season, why taking notes during harvest matters as much as yield maps later on, the diseases showing up across Minnesota fields (southern rust, bacterial leaf streak, and Goss's wilt), and why locking in seed decisions early gives farmers the best shot at their top hybrid and variety picks for next year.

Midday Commentary 9/16/26- Arlan Suderman16 Sep 202600:05:26

We talked the Fed, interest rates, energies and commodities in Wednesday's Midday Commentary with Arlan Suderman, Chief Commodities Economist at StoneX.

Tuesday, September 15th, 2026- Jacob Burks and Terry Johnston15 Sep 202600:39:58

On Tuesday's Market Talk, we begin the show with news headlines and listen back to our Midday Commentary with Arlan Suderman at StoneX in Segment One. Then, we listen back to a conversation with Terry Johnston, Development Officer for Farm Rescue, during this year's Farm Progress Show in Segment Two.

Jacob Burks of AgMarket.Net joins Tuesday's Market Talk in the second half of the show to break down the market's reaction to Friday's WASDE, a surge in energy prices tied to Middle East supply threats, and early signs of life in the cattle market. Burks and Jesse Allen cover soybean crush data, the diesel price squeeze hitting producers mid-harvest, 2027 acreage math, wheat's geopolitical exposure, and why hogs still can't find a bottom.

Midday Commentary 9/15/26- Arlan Suderman15 Sep 202600:03:59

Soybeans and soybean meal are finding support on Tuesday while it's mixed across other commodities. Arlan Suderman with StoneX joins us to discuss the trade action in our Market Talk Midday Commentary.

Monday, September 14th, 2026- John Heinberg, Mike Minor and Eric Snodgrass14 Sep 202600:43:18

Grain markets take a breather to start the week while cattle break out technically and hogs stay stuck. John Heinberg of Total Farm Marketing joins Market Talk to unpack the post-WASDE reaction in corn and soybeans, why funds are still holding record-large grain positions, a simple options strategy for locking in value ahead of harvest, the technical turn building in cattle, and why the dairy market still can't find its footing.

Cattle futures start the week strong, hogs come under pressure, and the corn balance sheet gets a little tighter after Friday's WASDE. Mike Minor of Professional Ag Marketing joins Market Talk to break down the North-South cash cattle spread, why the rally may be running into resistance, what's dragging on hog prices, a new wrinkle in next year's corn acreage battle, and why this week's FOMC meeting matters as much as any crop report.

Heavy rain is finally hitting the Western and Central Corn Belt, but Eric Snodgrass of Nutrien Ag Solutions says it's arriving two months too late to help this year's crop. In this week's weather update, Eric breaks down the flooding rain moving through Nebraska, Iowa, Kansas, Missouri, Minnesota, Wisconsin and Illinois, the historic heat baking the South, a record-quiet Atlantic hurricane season, and what El Nino means for South American planting and the U.S. fall and winter outlook.

Midday Commentary 9/14/26- Arlan Suderman14 Sep 202600:04:17

Soybeans are the upside leader on Monday while corn and wheat are quietly mixed, as crude oil prices move about $100 a barrel. Meantime, cattle futures are moving higher once again with feeders the leaders to start the week. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

Friday, September 11th, 2026- DuWayne Bosse, Joe Kooima and Heather Ramsey11 Sep 202600:39:58

Grain markets were under pressure on Friday, both before and after the September WASDE Report from USDA. DuWayne Bosse of Bolt Marketing joins Market Talk to break down Friday's report, a lower corn yield, a surprise bump in soybean yield, and tightening ending stocks across corn, soybeans and wheat that Bosse says could mark "the beginning of a bull cycle" heading into 2027. Plus: record diesel prices, risk management heading into harvest, and why the feeder cattle market is holding up even with corn trading lower.

Joe Kooima of Kooima Kooima Varilek also joins Market Talk to unpack Friday's September WASDE report, a volatile pre-report session, a sharp fund-driven reversal in soybeans, and a cash cattle market that's finally showing signs of life. Kooima also weighs in on wheat, diesel-driven inflation, and why the hog market remains stuck in neutral.

We also hear from Heather Ramsey with The ARC Group in Segment One who shares analysis and perspective of Friday's WASDE report from USDA and where the trade goes from here into next week.

Midday Commentary (September WASDE Recap) 9/11/26- Arlan Suderman11 Sep 202600:05:18

USDA slightly cut the U.S. corn yield projection on the September WASDE report while there were minimal changes elsewhere. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a recap and analysis of the September report out on Friday.

Thursday, September 10th, 2026- Bryan Doherty and Cattle Chatter10 Sep 202600:39:57

We saw soybeans rally to new highs on Thursday while there was some late session buying in wheat, amid fresh escalation in the Black Sea. Corn and cattle were also in the green on the day. Bryan Doherty with Total Farm Marketing joins us to discuss the trade action and also continue our series on futures and options strategies.

In Segment Two, it is a new episode of Cattle Chatter with Susan Littlefield and Brad Kooima as they discuss the latest movement in the cattle market.

Midday Commentary 9/10/26- Arlan Suderman10 Sep 202600:03:30

Soybeans and cattle are finding support on Thursday while we saw a rise in the latest headline Producer Price Index out this morning. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for a conversation about the markets in our Midday Commentary.

Wednesday, September 9th, 2026- Mike Zuzolo and Patrick Giberson09 Sep 202600:40:00

Wednesday's trading session left commodity markets pointing in several directions at once, and Mike Zuzolo of Global Commodity Analytics says the common thread is a market still trying to price in an energy shock ahead of Friday's WASDE report. Zuzolo joined Market Talk on Wednesday to break down early harvest quality concerns, the Middle East-driven oil spike rattling grain markets, wheat's technical levels, and what fund positioning is telling us about the cattle complex.

Also in Segment Four, Susan Littlefield shares a conversation from the Farm Progress Show with United Soybean Board Director Patrick Giberson from New Jersey.

Midday Commentary 9/9/26- Arlan Suderman09 Sep 202600:05:56

We see broad pressure in grain and livestock trade on Wednesday while energy prices are on the rise once again. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the markets and review the September StoneX Customer Survey yield results that were released on Tuesday afternoon.

Tuesday, September 8th, 2026- Craig Turner, Eric Snodgrass and Cory Bratland08 Sep 202600:39:58

As we come out of the Labor Day weekend, we saw mixed action in the grain markets ahead of Friday's September WASDE report from USDA while money flow was strong in the cattle and hog markets to start the week.

Craig Turner of StoneX joins Market Talk to break down a grain market that rallied hard through August and is now catching its breath ahead of Friday's September WASDE. Turner walks through why funds are record long corn and meal, why the next leg higher depends on how inelastic corn and soybean demand really is, and why the Black Sea remains the wild card for wheat. He also flags two things to watch into harvest: whether end users start buying aggressively now, and how the scramble for 2027 acres between corn, soybeans and winter wheat could reshape planting decisions.

Harvest season is here, and meteorologist Eric Snodgrass (Nutrien Ag Solutions) joins Market Talk to break down a historically strong El Niño, a quiet Atlantic hurricane season, and why he expects tighter harvest windows and a volatile winter ahead. Snodgrass also makes a bold call on drought recovery by spring and flags a developing story out of South America worth watching.

Also, Cory Bratland of AgMarket.net joins Market Talk with a full rundown ahead of Friday's September WASDE. He breaks down why harvest pressure is arriving fast as corn dries down quicker than expected, what the market is already pricing in for corn and soybean yields, and why the wheat market remains one headline away from a wild swing given the Black Sea situation. Bratland also covers a strong start to the week in cattle and hogs, the lingering uncertainty around beef import plans, and why new Canadian retaliatory tariffs could be quietly weighing on corn.

Midday Commentary 9/8/26- Arlan Suderman08 Sep 202600:04:06

Mixed market action out of the holiday weekend. We talk about it with Arlan Suderman from StoneX in our Midday Commentary.

Friday, September 4th, 2026- Tommy Grisafi, Scott Varilek and Arlan Suderman04 Sep 202600:39:58

Another volatile week across livestock and grains heading into the holiday weekend as diesel prices hit all-time highs this week. We begin the show listening back to Friday's Midday Commentary with Arlan Suderman from StoneX who discuss grains, livestock with the rumored Executive Orders from President Trump, jobs numbers and more.

Then in Segment Two, Tommy Grisafi of Ag Bull Media and Nesvick Trading joins the show to break down why it's less a farm problem and more an American problem with high diesel prices— a hidden tax touching everything from grocery prices to freight surcharges. Tommy walks through how to manage 2027 marketing risk in a high-input environment, why one client bought a December '27 put to set a floor while keeping upside open, the corn futures curve out through 2029, Friday's jobs numbers and what they mean for the Fed, and a candid take on AI already reshaping jobs in ag media.

In Segment Three, Scott Varilek of Kooima Kooima Varilek (KKV Trading) in Sioux Center, Iowa joins the show to break down the MCOOL beef labeling move, why the U.S. cattle herd is at a 75-year low and can't be rebuilt overnight, sluggish hog trade, Black Sea headlines driving grain, and diesel prices hitting all-time highs just as producers start budgeting for 2027.

Midday Commentary 9/4/26- Arlan Suderman04 Sep 202600:06:46

We talk grain and livestock market pullbacks, record high diesel prices, jobs numbers and more ahead of the Labor Day weekend with Arlan Suderman, Chief Commodities Economist at StoneX in our Midday Commentary.

Thursday, September 3rd, 2026- Bryan Doherty, Cattle Chatter, Darren Frye and Jon Skinner03 Sep 202600:39:57

On Thursday's Market Talk, we wrapped up our time at the Farm Progress Show as Susan Littlefield shared a conversation with Darren Frye from Water Street Solutions to recap Thursday's trade in Segment One. Then it was on to a new episode of Cattle Chatter with Susan and Brad Kooima from KKV Trading in Segment Two.

Then, Jesse Allen checks in with Bryan Doherty from Total Farm Marketing for a recap of Thursday's market trade action in Segment Three followed by a conversation with Jon Skinner from Beck's Hybrids talking Seed IQ and more during the Farm Progress Show.

Wednesday, September 2nd, 2026- T&L Irrigation and Jim McCormick02 Sep 202600:41:52

During Day 2 of the Farm Progress Show, we caught up with the folks at T&L Irrigation to learn more about their products, discuss water management and so much more. Brian Shardt, District Sales Manager for T&L from Nebraska joined us for the first half of the show. You can learn more online at https://www.tlirr.com.

Then, for the second half of the show, Jim McCormick with AgMarket.net joined us for analysis as we saw corn and soybean funds just hit an all-time record long position heading into harvest. McCormick helps break down whether the historic grain rally is being driven by funds or fundamentals, why early harvest is already underway, and what a shrinking cattle herd, beef imports and a "K-shaped economy" mean for producers this fall.

Tuesday, September 1st, 2026- CLAAS and Steve Nicholson01 Sep 202600:41:24

Day One of the Farm Progress Show in Boone, IA and we sit down with the team at CLAAS to learn about product announcements and more. CLAAS tractor product specialist Tanner Whipps joins Market Talk for the official public launch of CLAAS's new generation tractors at the Farm Progress Show in Boone, Iowa. We also talk with CLAAS Senior Vice President Region Americas Eric Raby about the company's three-year product launch strategy, its growing investment in Omaha, Nebraska, and how CLAAS is building out its dealer network and after-sale support across North America. And later in the show, we hear from CLAAS forage harvester specialist Alan Osterhaus as the Jaguar 1000 series makes its first appearance at the show.

In between, we talk markets in Segment Three with Steve Nicholson from Rabobank as we discuss demand, risk management and big picture trends in the grain market rally.

Monday, August 31st, 2026- John Heinberg, Mike Minor and Eric Snodgrass31 Aug 202600:39:57

On Monday's show, Susan Littlefield talks weather with Eric Snodgrass in Segment One and shares a market conversation with Maree Johnson from AgMarket.net in Segment Four. In between, Jesse Allen joins us from the road heading to Farm Progress Show and talks markets with Mike Minor from Professional Ag Marketing in Segment Two and John Heinberg from Total Farm Marketing in Segment Four.

Friday, August 28th, 2026- Joe Kooima and Brady Huck28 Aug 202600:39:57

Another Friday, another headline out of Washington for the cattle market. Joe Kooima of Kooima Kooima Varilek Trading in Sioux Center, Iowa joins Market Talk to break down why President Trump's latest social media post on meat processing deregulation barely moved an already oversold cattle market, where the technical support levels sit for October live cattle and feeders, why the lean hog chart has gone quiet, and why fund money is pushing corn toward a run at $5.65 with wheat and soybeans following along.

Also corn, wheat and soybeans closed out a powerful two week rally on Friday even as they faded into the close, while the cattle market kept sliding under the weight of headline risk and weak feedyard leverage. Brady Huck of Empower Ag Trading in Kansas joins Market Talk to walk through his December and March corn seasonal charts, explain why funds keep piling into length, and break down why the cattle market's damage may not be finished yet.

We also have analysis and perspective from Mike Castle, Senior Commodities Economist at StoneX in Segment One and discuss the topic of beef on dairy and U.S./Canada trade impact on dairy in Segment Four.

Midday Commentary 8/28/26- Mike Castle28 Aug 202600:09:31

Wheat is surging again on Friday, pulling the soy complex higher while corn is up just a bit. Livestock are mixed to lower and the outside markets are talking about what Fed Chair Kevin Warsh had to say this morning in Jackson Hole. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

Thursday, August 27th, 2026- Bryan Doherty and Cattle Chatter27 Aug 202600:39:57

Wheat extended its rally Thursday while corn cooled slightly after a big August run. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk to break down what's driving the grain complex, walks through long ratio call and put spread strategies, and shares his read on cattle, hogs, and dairy amid beef import plan uncertainty. Find more online at https://www.totalfarmmarketing.com.

Also on today's show: specialty buying, short covering and some bargain hunting are adding another layer to this week’s cattle trade. But the big surprise came in the cash market, as the North blinked first while the South continues to hold out. On this week’s Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down why it was so unusual to see Northern cattle trade ahead of the Southern market and what that could mean for cattle producers. Brad also looks at plant closures, including Joslin, and how changes in processing capacity can work their way back into the cash cattle market. We also take a look at the border reopening this week, comparing cattle and futures prices from May 11, 2025, with where the market stands this week.

Midday Commentary 8/27/26- Mike Castle27 Aug 202600:08:23

Grain markets cooled the rally a bit on Wednesday while the outside markets are watching this week's Jackson Hole meeting and what the Fed Chair will say tomorrow. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Midday Commentary.

Wednesday, August 26th, 2026- Mike Zuzolo and Kyle King26 Aug 202600:39:57

Wheat exploded to the upside Wednesday, pulling corn and soybeans along for the ride, as reports of escalating tension in the Russia-Ukraine war rattled the grain complex. Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down whether this is shaping up like 2022 again, why algorithmic trading keeps amplifying the volatility, and what a $100 crude oil market would mean for wheat prices. Plus, corn's path to a $6 handle, tightening Ukraine soil moisture, the U.S.-Canada ethanol tariff standoff, and how the fallout from President Trump's beef import plan is hitting cash cattle prices by $250 to $500 a head.

Mike Zuzolo will also be speaking at a market outlook seminar hosted by three area farm bureaus in Colona, Illinois, near the Quad Cities, on September 10. Learn more and find his research at https://globalcommresearch.com.

Tuesday, August 25th, 2026- Tyler Schau and Kristi Van Ahn-Kjeseth25 Aug 202600:39:57

We saw the corn and soybean markets rally on Tuesday while the cattle complex continued to struggle amid headline news and more. On today's Market Talk, we get analysis and perspective on the grain markets and managing your marketing with Kristi Van Ahn-Kjeseth with Van Ahn & Company in Segment Two.

Later in the show, we take a deep dive into the cattle market struggles and talk charts, sentiment and more with Tyler Schau from AgMarket.net. He also gives us his thoughts on feed costs, energy prices and the recent rallies in the grain complex. We also begin the show with some thoughts from Tuesday's Midday Commentary with Mike Castle at StoneX.

Midday Commentary 8/25/26- Mike Castle25 Aug 202600:09:30

Grain markets are showing some support on Tuesday with corn holding strong an soybeans rallying. Meantime, the cattle market is under more pressure and the outside markets are watching policy moves and more. Mike Castle, Senior Commodities Economist at StoneX, joins us to discuss in our Market Talk Midday Commentary.

Monday, August 24th, 2026- Mike Minor, Eric Snodgrass and John Heinberg25 Aug 202600:39:58

Corn closed higher for a fourth straight session on Monday while soybeans were under pressure. Meantime, the cattle complex was under heavy pressure to start the week. We break down the markets with Mike Minor from Professional Ag Marketing and John Heinberg from Total Farm Marketing on today's show.

And, Eric Snodgrass, Senior Science Fellow and Principal Atmospheric Scientist at Nutrien Ag Solutions, joins Market Talk for his weekly weather update. This week: what stagnant July winds may have meant for corn pollination and the disappointing Pro Farmer Crop Tour results, why this year's El Nino is already outpacing 1997 and 2015, what a quiet Atlantic hurricane season means for the flash drought in Texas, how South America's planting calendar could get pushed back two to three weeks, and why Europe's broken drought is bringing flooding rain instead of relief.

© My Podcast Data · Independent project · Data from Apple & Spotify