AEI.ag presents provides in-depth analysis about key trends impacting the farm economy. Season 3:Nothing Borrowed, Nothing Gained.Season 2:Corn Saves America. Season 1:Escaping 1980.
S3|E11 The Farm Upstate
In the season finale, we head to Michigan for our last story as we think about the future of the farm financial system.
Featured Guests: Brent King (B. Riley Advisory Service), Jeff Conrad (AgIS Capital LLC), Thomas Hoenig (Former President, Federal Reserve Bank of Kansas City), Nate Franzen (First Dakota National Bank)
S3|E10 Batten Down the Hatches
We shift our focus from understanding the past and present to trying to predict and prepare for the future. Experts weigh in with actions that producers can take now as we enter uncharted financial waters… but will they?
Featured Guests: Curt Covington (AgAmerica), Thomas Hoenig (Former President, Federal Reserve Bank of Kansas City), Jim Knuth (Farm Credit Services of America)
S3|E9 Farmland is Blowing Up
When the Federal Reserve adjusts interest rates, it can significantly affect asset values, including farmland. While attention in 2022 has focused on the Fed raising rates, the preceding decades-long policy of extremely low interest rates has also been consequential in the form of asset inflation - the cousin of price inflation.
Featured Guests: Jim Farrell (Farrell Growth Group), Nate Franzen (First Dakota National Bank), Thomas Hoenig (Former President, Federal Reserve Bank of Kansas City), Jeff Conrad (AgIS Capital LLC)
S3|E8 Kansas City, We Have a Problem
How does a bank fail? What does “too big to fail” mean? Who audits the Fed? Dive into the connection between money supply and local loans.
Featured Guests: Jim Farrell (Farrell Growth Group), Thomas M. Hoenig (Former President, Federal Reserve Bank of Kansas City)
S3|E7 Lender of Last Resort
Why is the U.S. government, and the Department of Agriculture in particular, involved in lending? Dive into how USDA's ag lending programs have shaped the ag economy and farming in general over the last hundred years, and learn what this can tell us about the overall health of the farm financial system.
Featured guests: Jonathan Coppess (Associate Professor, University of Illinois), Heather Malcom (Bank of the Rockies), Mike Boehlje (Purdue University Department of Agricultural Economics).
S3|E6 The Dark Side of the Ledger
Vendor financing is nothing new in agriculture. But it has come a long way since the days of Cyrus McCormick. Explore how non-bank credit works, how it has changed, and what risks and opportunities it might pose to the overall agriculture finance system as we move out of two decades of low interest rates.
Featured guests: John Blanchfield (Agricultural Banking Advisory Services), Curt Covington (AgAmerica), Mike Boehlji (Purdue University Department of Agricultural Economics), Nate Franzen (First Dakota National Bank), Jim Farrell (Farrell Growth Group LLC)
As professional trader and fellow podcaster, I throughly enjoyed the detailed information that was addressed in this podcast. The information given will be very beneficial to all generations! Keep up the good work.
An econ nerd’s delight
Well researched. Well rounded. Well presented. Just really great info that any econ and ag nerd will love.
Worth a listen
Very well done and easy to listen to podcast that explains the farm crisis of the 1980s.