Ag Economic Insights AEI Presents
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- Business
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The official podcast for AEI Premium subscribers. Join weekly as Brent and David review the biggest stories and uncertainties facing agriculture. It's the topics everyone is talking about, but Brent and David will tell you what nobody else will- their specific forecasts
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Predictions from early sales, commodity pacing
David discusses early commodity sales numbers, takes a more in-depth look at which commodities are selling to China and in what quantities, provides an update on the soon-to-end 2022 Yield Forecast Challenge, and announces a few temporary changes to the regular video and podcast production schedules.
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Another look: corn and Mexico, soybean yields
David discusses the current situation with Mexican imports of U.S. corn, the implications of a no-GMO and anti-glyphosate import policy, the change in corn use in Mexico, and how the Westcott-Jewison model applies to soybeans.
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In with the new: New yield data, new questions, new podcast season
David discusses yield details from the newly released October WASDE report, trends in wheat pricing, and the relationship between corn and wheat prices, highlights the four remaining questions in the AEI Yield Forecast Challenge, and introduces the newest season of AEI Presents - Nothing Borrowed, Nothing Gained.
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Examining inflation and missing corn, soybean acres
David discusses new articles, explores the causes of the reduction in planted soybean and corn acres from the March Perspective Planting report, and examines the pace of inflation.
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Examining fertilizer prices and captial expenditures
David discusses recent articles, takes a closer look at what relative pricing means for fertilizer price ratios, explores trends in capital expenditures, and highlights how predicting the path of a hurricane uses forecasting that could be applied to other topics.
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The Fed, interest rates, and fertilizer - oh my
David discusses recent articles, changes in the interest rate, what long-term rates may mean for farmers, and shifting fertilizer prices.