Burnin’ Daylight

Matt McKinley

A podcast explaining and celebrating the intricacies, wisdom and humor of cowboy/ cowpuncher/ buckaroo culture. Enjoy conversations with working cowboys, authors, musicians, business leaders and hilariously offensive news and political analysis from the viewpoint of your favorite feedlot cowboy, Matt McKinley. The podcast for the working cowboy!

  1. 1D AGO

    Two Threats at the Gate — Friggin' Farm & Ranch Report (March 30, 2026)

    Friggin' Farm & Ranch Report — Two Threats at the Gate (March 30, 2026) Markets finished the day choppy: cattle held up but faded off early strength, grains leaked lower, and the big outside board is still trading war-premium and politics. The tape matters, but the real story today is what's crawling toward the southern border and what Russia might be hiding in Siberia. In this episode: - Cattle & hogs: June live cattle at 209.55 up 1.05; feeders at 293.30 up 1.85; hogs at 89.125, still range-bound. - Grains: May corn at 4.55 3/4 down 6 1/4; beans flat at 10.59 3/4; wheat at 5.07 up 2. - Russia FMD threat: Mass culling in Novosibirsk, farmers protesting, Kazakhstan banning Russian livestock, up to 18 regions potentially affected. What that could mean for global beef supply and U.S. cattle prices. - New world screwworm: 943 cases in Mexico since late 2024, now 70 miles from Texas. Southern ports closed, USDA releasing 100 million sterile flies a week, FDA emergency topical spray authorized. What producers need to know. - War Reel: Iranian forces harassing tankers in the Strait of Hormuz, Houthis threatening Red Sea shipping. How choke-point risk keeps a war-premium baked into WTI, diesel, freight, and fertilizer. - On this day: Seward's Folly (Alaska purchase 1867), Reagan shot 1981, and the first pencil with an eraser patented 1858. This report is built for working cow-country: the cattle producer, farmer, and small-time operator who needs a handle on the board, the border, and the war-noise. Listen and subscribe on Spotify, Apple, and YouTube. Full write-ups and dashboards on Substack: burnindaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min
  2. MAR 25

    Bullish Board, Bearish Leverage – Friggin' Farm & Ranch Report (March 25, 2026)

    Today's Friggin' Farm & Ranch Report for March 25, 2026 — MLB Opening Day edition. Daily Call: Bullish board, bearish producer leverage. Confidence: 70%. Board & Boxes: June live cattle ~234.65, up ~1.25 on the day. April feeders ~352.48, up ~1.30. Choice boxed beef just under $400, Select mid-390s. Packer margin jumped from ~$57 to ~$118/head in one week. Cash Trade & Leverage: Multiple March days labeled light or inactive on negotiated slaughter cattle. Some days only a few hundred head set the national cash price. Cash fats steady near 235 while packer margins double. Nevada & West Drought: Humboldt Basin snowpack at ~40% of median SWE — lowest on record. Multiple Nevada SNOTEL sites at record lows. Around 55% of the Lower 48 in drought. NV, AZ, CO, NM all worsening. Tighter Walker and Humboldt River allocations ahead. Policy & Macro: Trump postponed strikes on Iranian power infrastructure — crude eased, equities rallied, cattle followed. Fed still higher for longer. No new farm bill or EPA rule today, but rates and input costs keep grinding. Quiet Land Grab: Senate budget proposals targeting 2-3 million acres of federal land for sale. Stan Kroenke acquired ~937,000 acres in New Mexico. Pathfinder Ranches (~916,000 acres in Wyoming) sold early 2026. Land consolidation is accelerating. The Daily Call will be revisited and scored in a future episode. Questions and pushback welcome. Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 min
4.8
out of 5
70 Ratings

About

A podcast explaining and celebrating the intricacies, wisdom and humor of cowboy/ cowpuncher/ buckaroo culture. Enjoy conversations with working cowboys, authors, musicians, business leaders and hilariously offensive news and political analysis from the viewpoint of your favorite feedlot cowboy, Matt McKinley. The podcast for the working cowboy!

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