The Ag View Pitch

The Ag View Pitch
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Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.

  1. 7 hrs ago

    #803 - “Record-Long Funds: How Long Can This Grain Rally Last?” - Weekly Market Outlook: Aug 31 - Sep 4

    Listen to 19 Minutes: https://19-minutes.supercast.com Grain markets have come alive heading into September. Shay Foulk sits down with Garret Brown of CODAK Risk Advisory to break down what’s driving the rally in corn, soybeans, and wheat, and how farmers should be thinking about the opportunity in front of them. They discuss the impact of the Pro Farmer Crop Tour, Black Sea uncertainty, historically large fund positions, rising options volatility, slowing export demand, and the risk of a sharp market reversal. They also get practical about marketing decisions, including 2026 and 2027 sales, target and stop orders, cash flow needs, input purchases, and knowing when a profitable price is good enough. Contact Garret: gbrown@codakgroup.com Garret is a broker with Lakefront Futures and Options LLC, which is registered with the NFA. CODAK Risk Advisory is a cash grain marketing advisory only and is not registered with the NFA. Disclaimer: This content is provided for informational and educational purposes only. Futures and options trading involves substantial risk of loss and is not suitable for all investors. Past performance is not necessarily indicative of future results. Consult your own advisors before making trading or grain marketing decisions.

  2. 6d ago

    #802 - AI for Farmers: The Busywork That Could Disappear by 2027 | Vance Crowe

    https://19-minutes.supercast.com AI has moved well beyond writing emails and answering simple questions. Vance Crowe joins Shay Foulk to explain how he is using it to handle bookkeeping, analyze nearly 500 podcast conversations, build digital tools, and uncover patterns in information that would otherwise sit unused. The bigger opportunity isn’t creating more content or doing more work just because it is possible. It is removing the time spent searching, organizing, and copying information, then using that time for better decisions, clearer communication, and work that still requires human judgment. They discuss: Why anyone who dismissed AI six months ago should test it again How “thinking AI,” “doing AI,” and connected agents could reshape repetitive work What farmers can learn from years of vendor records, receipts, PDFs, and other data Why good AI use should make information simpler instead of creating more slop What AI-assisted music and media raise about creativity, trust, and authenticity How reducing friction applies to work, family, health, and changing farm seasons Where human attention, judgment, and original thought still matter Vance also explains his Interest-Based Communication course in St. Louis, where small groups work through real conflicts, negotiations, and the challenge of getting good ideas understood. Learn more about Vance and the course:https://articulate.ventures/ibc #AIinAgriculture #FarmManagement #AgTechnology

  3. Aug 23

    #801 - “Pro Farmer’s 173 Corn Estimate: Sell This Rally?” - Weekly Market Outlook: Aug 24-28

    https://19-minutes.supercast.com Pro Farmer’s 173.2-bushel corn estimate landed well below USDA’s 180.7, while its 53.3-bushel soybean estimate came in above USDA’s 52.7. Recently retired Iowa State economist Chad Hart explains why that split matters and what farmers should consider while grain prices are back near their spring highs. How Pro Farmer’s field checks compare with USDA’s estimatesWhy June weather reduced ear counts, but cool grain-fill conditions could still preserve more yieldWhat a 173-bushel corn crop could mean for production and ending stocksWhy feed and residual would likely be adjusted if the crop gets smallerHow corn exports, ethanol, soybean crush, and Chinese buying are supporting demandWhy Hart still expects another pullback during harvestWhether $5 corn and $12 soybeans are worth an early 2027 marker Even at 173.2 bushels per acre, this could still be one of the largest corn crops ever. Hart’s practical message is to reassess unpriced bushels, especially grain that cannot be stored, rather than assuming a rising market will keep moving higher. #CornMarket #SoybeanMarket #GrainMarketing

  4. Aug 20

    #800 - Start Your Farm Exit Strategy Years Early | Dad’s Wisdom with Mark Harper

    https://19-minutes.supercast.com Farm succession doesn’t start when Dad is ready to retire. Mark Harper’s advice is to start years earlier, while there’s still time to teach, mentor, delegate responsibility, and build a business that can operate without one person holding everything together. Mark grew up on a West Tennessee farm that eventually reached roughly 10,000 acres, built his own career in dentistry, and today helps mentor his son Peyton as he operates a several-thousand-acre farm. Along the way, Mark grew his dental business from one small-town practice into six offices, with a seventh under construction and more than 120 employees. In this Dad’s Wisdom conversation, Mark and Chris talk about: The difference between teaching and mentoringWhy farm owners have to learn to delegate authority, not just tasksSurrounding yourself with people who are better than youInvesting in coaching, peer groups, and your own developmentKnowing when to scale and when growth requires more investmentBuilding a farm that can function when you aren’t thereWorking on the business instead of spending all your time in itDefining success beyond money and business growthStarting the farm succession and exit-planning conversation earlyGiving the next generation real responsibility before they’re forced to take overMark’s message to the next generation is simple: set a vision, invest in yourself, surround yourself with good people, and be willing to operate differently if you want to take the business somewhere different. #FarmSuccession #FarmBusiness #Agriculture

  5. Aug 16

    #799 - “El Niño Rally? $5 Corn & $12 Beans” - Weekly Market Outlook: Aug 17-21

    https://19-minutes.supercast.com Corn and soybean markets finished the week on a strong note after the latest USDA report, and Brian Split of AgMarket.net sees reasons for farmers to stay patient beyond their immediate harvest needs. Chris Barron and Brian break down the latest corn and soybean setup, including: December corn targets around $4.90, $5.00 and $5.05Why $4.70 matters short term and $4.60 is a major line in the sandThe $12 level in November soybeans and what could come nextStrong corn demand and what tightening carry may be telling the marketHow to handle the “iffy bushels” that may exceed available storageHarvest basis, cash-flow needs and fall delivery decisionsWhy South American weather and a strengthening El Niño could become increasingly importantWays producers can manage downside risk without completely giving up upside Brian Split, AgMarket.net815-665-0463bsplitt@agmarket.netagmarket.net #GrainMarketing #CornMarket #Soybeans

  6. Aug 10

    #798 - Buying 2027 Fertilizer? What If Corn Falls After You Lock In?

    https://19-minutes.supercast.com Some UAN and anhydrous summer-fill programs opened at 8 a.m. and were pulled by lunch, according to Josh Linville. But moving fast on fertilizer only protects one side of the farm’s margin. Shay Foulk and Josh, Vice President of Fertilizer at StoneX, explain how to compare the fertilizer quote with the grain price before locking in 2027 inputs. Josh shares why he advised his own family to secure fall anhydrous, when waiting until spring may still be worth discussing, and why phosphate has to be handled field by field. Shay says the opening phosphate quotes he has seen are $60 to $80 per ton above last year. If soil fertility can support a reduced application without costing yield, there may be room to cut demand. If it cannot, price alone is not a reason to take agronomic risk. They also cover: Why locking fertilizer without grain-price protection leaves the overall margin exposedHow to judge fertilizer in bushels of corn, not only dollars per tonHow the buy-or-wait decision differs among UAN, anhydrous, phosphate, and potashWhy a bearish August WASDE may delay fertilizer demand rather than eliminate itWhat to discuss with your retailer before harvest Farmer Fertilizer Focus by Josh Linville:https://shop.stonex.com/products/farmer-fertilizer-focus Build and compare your 2027 crop budget in Farm Profit Manager:https://farmprofitmanager.app #FertilizerPrices #FarmManagement #GrainMarketing

  7. Aug 9

    #797 - “183+ Corn Yield? USDA Report Risk & Harvest Basis” - Weekly Market Outlook: Aug 10-14

    https://19-minutes.supercast.com The August 12 USDA report could quickly reset the corn and soybean markets as harvest approaches. Chris Barron is joined by Daniel Elsner of Cargill in Cedar Rapids, Iowa, to break down national corn yield expectations, possible acreage changes, technical resistance, and the market signals farmers should watch heading into August 10-14. The corn market appears to be trading a national yield near 182 to 183 bushels per acre. Daniel explains why a number above 183 could pressure corn prices, why nearby resistance may limit corn’s short-term upside, and why November soybeans currently have a stronger technical setup. They also discuss how quickly an initial bullish reaction to the USDA report could reverse. For farmers, the conversation turns to decisions that cannot wait: clearing remaining old-crop grain, estimating bushels without storage, finding local basis opportunities, and placing target orders before the report. With harvest approaching and storage potentially tighter than usual, communicating with local buyers and planning around the local harvest window could be just as important as the report itself. Topics include: August 12 USDA yield and acreage changes Corn yield expectations near 182 to 183 bushels per acre Technical resistance limiting corn prices Short-term upside potential in November soybeans Old-crop grain still sitting in storage Harvest timing and local basis opportunities Pre-report rallies, price targets, and working orders Managing uncommitted grain before harvest Guest: Daniel Elsner of Cargill in Cedar Rapids, Iowa. Subscribe to The Ag View Pitch for weekly grain market analysis and practical farm marketing strategies. Also check out 19 Minutes for more conversations about farm business and profitability. #GrainMarkets #CornPrices #USDAReport

  8. Aug 2

    #796 - “Record Corn Demand, Rising Acres & August Weather Risk” - Weekly Market Outlook: Aug 3-7

    https://19-minutes.supercast.com Record corn demand is supporting the grain markets, but additional acres, August rainfall, and harvest pressure could quickly change the outlook. Chris Barron is joined by Matt Bennett of agmarket.net to examine the crop, demand, and marketing risks heading into August 3-7. Matt discusses why he questions the USDA’s current crop ratings and whether the national corn yield can exceed 183 bushels per acre. They examine the possibility of additional corn acres, exports running well ahead of last year, and why a smaller yield could create a much tighter balance sheet. They also explain why the longer-term corn story remains constructive even if prices face pressure before harvest. The conversation also covers wheat volatility related to Russia and Ukraine, soybean prices following their recent decline, strong domestic crush demand, and how a wetter August could affect soybean yield expectations. Matt closes with guidance for managing old-crop corn, harvest deliveries, basis, and on-farm storage without leaving too many bushels exposed. Topics include: USDA corn yield and acreage uncertaintyRecord domestic and global corn demandCorn exports running ahead of projectionsAugust weather and crop conditionsHarvest price and basis riskOld-crop corn still in storageWheat volatility and opportunities for cornSoybean prices and strong crush demandSouth American weather and El NiñoOn-farm storage and harvest marketing decisions Learn more from Matt Bennett at agmarket.net. #GrainMarkets #CornPrices #SoybeanPrices

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About

Providing value to our clients and producers with a variety of interviews and farm related discussion from a grower and marketer perspective.

Information

  • Creator
    The Ag View Pitch
  • Years Active
    2019 - 2026
  • Episodes
    798
  • Rating
    Clean
  • Copyright
    © The Ag View Pitch
  • Show Website
    The Ag View Pitch

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