Hedge Heads

Blue Creek Commodities
Hedge Heads

Commodity market discussion. We don't know where the market's going, but we have some ideas.

  1. Pre-USDA Strategy Session: Corn Butterfly Spreads, Rate Hedging Tools, & Why Short-Dated Options Might Be Your Best Play

    JAN 7

    Pre-USDA Strategy Session: Corn Butterfly Spreads, Rate Hedging Tools, & Why Short-Dated Options Might Be Your Best Play

    Don't let the casual start fool you - this episode builds into an essential pre-USDA report strategy session. Get specific plays for Friday's report, including why butterfly spreads might be your best corn trade and how to use short-dated options in this low volatility environment. Jon and Ryan break down why current corn spreads are telling a different story than flat price, what's really happening with cattle markets at these highs, and why bean market positioning matters more than ever. Plus, catch a quick primer on interest rate hedging tools you might not know about. Key Topics: &]:mt-2 [li>mark>&]:mt-2 list-disc space-y-2 pl-8"> Pre-USDA report market strategies Corn spread analysis and butterfly trading opportunities Interest rate hedging techniques for ag operations Market maker insights and operational methods Analysis of current cattle market trends "Hedge Heads" is your go-to podcast for cutting through the noise of the futures markets. We get down to the nitty-gritty of grain and cattle trading, with a side of equities and crude oil talk, all while keeping an eye on the latest news that affects your bottom line.    Tune in for straightforward insights and expert opinions to help you make more informed decisions on the farm or ranch. Whether you're looking to hedge your bets or get a leg up on the market trends, we've got you covered.   We are always looking for topics and questions. Send yours to hedgeheadspod@gmail.com

    52 min
  2. The Calm Before the Storm? Why These 'Boring' Markets Could Explode in 2025

    12/17/2024

    The Calm Before the Storm? Why These 'Boring' Markets Could Explode in 2025

    In this eye-opening episode, Jon Prischmann and Ryan Tungseth dive deep into why current grain market calm might be deceiving, with a particular focus on corn's unusually low volatility. The hosts break down why March corn options could be significantly underestimating the potential for major moves ahead, especially with looming political transitions and South American weather uncertainty. The conversation explores why traditional "lock it in" hedging approaches at current price levels might be the worst move, with detailed analysis of alternative strategies including short-dated options and straddles. Jon and Ryan share practical insights about protecting downside while maintaining upside potential, particularly relevant as corn trades near $4.40 with significant catalysts ahead. The episode wraps up with a broader market perspective, touching on the bearish soybean situation and a quick look at livestock markets, where record fund positions continue to drive price action. Whether you're an experienced trader or active producer, this discussion offers valuable perspective on navigating these deceptively quiet markets heading into 2024. "Hedge Heads" is your go-to podcast for cutting through the noise of the futures markets. We get down to the nitty-gritty of grain and cattle trading, with a side of equities and crude oil talk, all while keeping an eye on the latest news that affects your bottom line.    Tune in for straightforward insights and expert opinions to help you make more informed decisions on the farm or ranch. Whether you're looking to hedge your bets or get a leg up on the market trends, we've got you covered.   We are always looking for topics and questions. Send yours to hedgeheadspod@gmail.com

    41 min
  3. Low Volatility, High Risk: Why Option Traders Should Be Cautious in Current Markets

    12/04/2024

    Low Volatility, High Risk: Why Option Traders Should Be Cautious in Current Markets

    In this episode, Jon Prischmann and Ryan Tungseth tackle the deceptively calm grain markets, where unusually low implied volatility masks significant risks ahead. With record-breaking South American weather, upcoming political transitions, and unprecedented spread patterns in corn and cattle markets, the hosts explain why this period of apparent calm might be the worst time to sell options. They dive deep into current hedging strategies, exploring why simple put purchases might make more sense than complex spreads in today's environment. Special attention is paid to the livestock markets, where record-long fund positions in both cattle and hogs could be setting up interesting trading opportunities. Whether you're an experienced trader or learning about commodity markets, this episode offers valuable insights into navigating these uncertain times. "Hedge Heads" is your go-to podcast for cutting through the noise of the futures markets. We get down to the nitty-gritty of grain and cattle trading, with a side of equities and crude oil talk, all while keeping an eye on the latest news that affects your bottom line.    Tune in for straightforward insights and expert opinions to help you make more informed decisions on the farm or ranch. Whether you're looking to hedge your bets or get a leg up on the market trends, we've got you covered.   We are always looking for topics and questions. Send yours to hedgeheadspod@gmail.com

    49 min

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Commodity market discussion. We don't know where the market's going, but we have some ideas.

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