Grain Markets and Other Stuff

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Rating
4.9
from
249 reviews
This podcast has
1146 episodes
Language
Publisher
Explicit
No
Date created
2020/01/08
Average duration
13 min.
Release period
2 days

Description

Joe Vaclavik and Mackenzie Johnston discuss the grain markets, the business of farming, news related to agriculture, and a variety of other topics.

Podcast episodes

Check latest episodes from Grain Markets and Other Stuff podcast


Fund Trader "Sharks" Force Bad Grain Sales
2024/02/26
Joe's Premium Subscription: https://standardgrain.com/ Apple Podcasts https://podcasts.apple.com/us/podcast/grain-markets-and-other-stuff/id1494161095 Spotify https://open.spotify.com/show/4NJ9AZcSQBrLXFLCcPrGGG Google https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83OTMwMjIucnNz Futures and options trading involves risk of loss and is not suitable for everyone. Attention traders! Large money managers are setting record short positions in the corn market, indicating significant bearish sentiment. Explore the implications of this trend and its potential impact on market dynamics. Get insights into recent soybean export sales, which plummeted to a marketing-year low, raising concerns about demand. In geopolitical news, the Biden administration imposes over 500 new sanctions on Russia, targeting individuals, financial sectors, and entities supporting Russia's military efforts in Ukraine. Learn about the latest developments in Brazil, where a fire at an agricultural export terminal disrupts operations, impacting soybean, soymeal, and wheat shipments. Meanwhile, in Nebraska, a rural county's denial of a permit stands in the way of a proposed CO2 pipeline project, highlighting local resistance to large-scale infrastructure projects. In the cattle market, Friday's Cattle on Feed report is viewed as neutral to slightly bearish, with cattle on feed and marketings in line with expectations, but placements higher than anticipated. Stay informed on these critical developments and their implications for agricultural markets, geopolitics, and infrastructure projects. 🌍🌾
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Will the Bleeding Ever Stop?? (Corn and Soybean Prices)
2024/02/23
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Attention traders and farmers! Corn and soybean futures plummet to new lows, with March contracts hitting multi-year bottoms. Explore the implications of these price levels amidst March basis contract deadlines, potentially forcing sales at historic lows. Get insights into market dynamics and large money managers' positions. πŸ“‰πŸ’° US ethanol production sees a modest increase, with weekly output up 7% from last year. Dive into the latest ethanol market trends and their impact on energy markets and agriculture. πŸŒ½β›½ Discover how American consumers are grappling with record-high food spending, driven by rising grocery and restaurant prices. Explore the factors contributing to this trend and its implications for the economy. πŸ”πŸ’³ In other news, the Biden administration greenlights expanded E15 sales, aiming to balance farmer interests and climate goals. Delve into the implications of this decision for energy markets and political dynamics in key Corn Belt states. πŸŒ½πŸš— Meanwhile, in the tech sector, the AI craze sends the stock market soaring, fueled by Nvidia's stellar quarterly results. Explore the market reaction and the implications of Nvidia's performance for the broader technology sector. πŸ“ˆπŸ’» Stay informed on these developments and more, as we navigate the ever-changing landscape of agricultural markets, energy policies, consumer trends, and technology advancements! 🌍🌱
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Will Farmers Be FORCED to Sell Corn at Multi-Year Lows??
2024/02/22
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Intro + Basis Contract Mess 3:33 Brazil Crop Tour 6:01 Argentina Estimates Cut 7:07 Ukraine IMF Aid 8:15 Fed Minutes 9:33 Cattle and Outside Markets Attention farmers! It's decision time for March basis contracts as the deadline approaches. Find out how farmers are navigating pricing options amid multi-year low price levels and the impact of rolling contracts forward. Stay informed on market dynamics and pricing strategies. πŸ“‰πŸ’° Get the latest on South American crops as Agroconsult and Argentina's Rosario grain exchange revise estimates. Learn how hot and dry weather is affecting soybean and corn production in Brazil and Argentina, shaping global supply dynamics. πŸ‡§πŸ‡·πŸ‡¦πŸ‡· In other news, Ukraine secures IMF funding amidst ongoing conflict with Russia. Discover the implications of this financial aid for Ukraine's economy and geopolitical landscape. πŸ’΅πŸŒ Meanwhile, insights from the Federal Reserve's January meeting reveal cautious optimism about rate cuts amid concerns of inflation resurgence. Stay updated on monetary policy developments and their impact on the economy. πŸ¦πŸ’‘ Stay tuned for more updates on agricultural markets, global geopolitics, and economic trends shaping the world around us! πŸŒπŸ“ˆ
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Wall Street to Buy MORE Farm Land
2024/02/21
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Discover why investment funds are pouring billions into US farmland and how this trend is reshaping rural communities. Meanwhile, get the latest insights on Brazil's soybean harvest progress and its implications for global markets. πŸŒπŸ“ˆ Learn about the White House's anticipated approval of E15 sales expansion and its potential impact on the renewable fuels industry. Stay ahead of the curve with updates on key agricultural policies and developments. πŸŒ½πŸ›’οΈ In other news, US soybean shipments declined last week while corn shipments saw a modest increase. Dive into the latest export data and its significance for farmers and traders. πŸ“‰πŸ“¦ Additionally, stay informed about the US's warning to allies regarding Russia's potential deployment of a nuclear space weapon. Explore the geopolitical implications of this alarming development. πŸš€β˜’οΈ Stay tuned for more updates on critical issues shaping the agricultural landscape and global economy! πŸ’‘πŸ’Ό
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White House Ethanol Rumors: Bad for Farmers??
2024/02/20
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 13k Subscribers! 0:55 White House Ethanol Rumors 3:26 HUGE Fund Short 5:41 Big Brazil Inventories 7:17 EV Setback 8:18 Wholesale Inflation Hotter 10:18 Cattle and Outside Markets Stay ahead of the curve with the latest updates impacting agricultural and energy markets! 🌱 Discover how the White House's impending changes to ethanol policy could reshape the industry landscape, potentially impacting ethanol producers and climate-conscious farming practices. Meanwhile, Brazilian grain inventories soar, adding pressure to global grain prices amidst bumper crops and reduced sales. Get insights into Biden's re-election strategy and the potential delay in EV sales mandates, impacting automakers and consumer demand for electric vehicles. πŸ“ˆπŸŒŽ Explore the implications of the January Producer Price Index (PPI) report, which surpassed expectations, signaling ongoing inflationary pressures in the economy. As market dynamics evolve, stay informed to make informed decisions and navigate the changing landscape. Don't miss out on crucial insights that could shape your investment strategies and business decisions! πŸ’‘πŸ’Ό
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USDA Projects Most Bearish Corn Situation Since 2006
2024/02/16
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Get the latest insights from the USDA's Ag Outlook Forum! 🌍 Discover how the newly released crop supply and demand projections confirm a bearish outlook for US corn and soybeans, setting the tone for market dynamics ahead. Explore the implications of NOPA's January crush data, soybean export sales, and the EPA's decision on dicamba herbicides. πŸ“‰πŸŒ± Learn about the challenges facing farmers as drought conditions persist across key agricultural regions and how Deere & Co.'s forecast reflects the impact of declining farmer income. Get comprehensive coverage of these crucial developments shaping the agricultural landscape. πŸ“ŠπŸŒ§οΈ Stay informed with the latest updates on agricultural markets, policy changes, and industry forecasts. Don't miss out on valuable insights that could impact your agricultural investments and decisions! πŸ”πŸ’‘
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USDA's Guessing Game
2024/02/15
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 USDA Guessing Game 2:15 Ethanol Production Improves 4:52 Argentina Update 6:27 CF Industries Profits Decline 7:50 Black Sea Drone Strike 8:48 National Security Threat Catch the latest updates in the agricultural world! 🌍 Join us as we delve into the USDA's Ag Outlook Forum estimates, released this morning, shedding light on the projected 2024 US corn and soybean acreage and yields. Get insights into traders' expectations and how they could shape market dynamics moving forward! πŸ“Š Learn about the recent uptick in US ethanol production and its implications on the energy sector. Discover how Argentina's crops are benefiting from much-needed rainfall, potentially impacting global supply and prices. 🌧️ Find out why profits have tumbled for CF Industries Holdings, the world's largest corn fertilizer producer, and how it relates to broader agricultural trends. Explore the latest developments in the ongoing conflict between Ukraine and Russia, including Ukraine's destruction of a Russian warship and concerns over Russian military capabilities. 🚒πŸ’₯ Stay informed about critical issues affecting agriculture and international relations. Don't miss out on these essential updates! πŸ”πŸ’‘
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183bpa Corn Yield? USDA to Release Bearish Projections
2024/02/14
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. Get ready for this week's top agricultural and economic highlights! 🌟 Join us as we dive into the latest USDA crop supply and demand projections, set to be unveiled at the Ag Outlook Forum in Virginia. 🌱 Discover what these projections mean for the upcoming crop year, including acreage, yield, and demand forecasts for corn and soybeans. Don't miss out on this crucial insight into the 2024/25 US balance sheet! πŸ“ˆ Learn about the shifting landscape of American agriculture, with farm sizes increasing and farm numbers declining. Explore the latest trends from the Census of Agriculture, including the rise of solar-powered and wind turbine-equipped farms. πŸŒžπŸ’¨ Stay tuned for the release of January crush data by NOPA, providing key insights into soybean processing activity and soybean oil stocks. Find out how these numbers may impact soybean prices and market sentiment! πŸŒ±πŸ›’οΈ Discover the implications of the Senate's approval of a massive foreign aid package for Ukraine, Israel, and Taiwan, and the challenges it faces in the House of Representatives. 🌍 And get up to speed on the latest inflation data, with January's CPI report showing higher-than-expected increases, shaking up the stock market and Treasury yields. πŸ’°πŸ“‰ Join us as we unpack these critical updates and their potential impacts on agricultural markets and the broader economy. Don't forget to like, comment, and subscribe for more valuable insights into the world of agriculture and finance! πŸšœπŸ’‘
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Bigger Brazil Corn Crop?? + La NiΓ±a Return??
2024/02/13
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. In this exciting update, we delve into the latest agricultural and economic developments shaping markets worldwide! πŸŒπŸ“ˆ Discover how Brazil's second corn crop forecast has surged by 5.7%, reaching 91.2 million tons, fueled by expanded planting and favorable weather conditions. 🌽 Learn about the implications of the El NiΓ±o weather pattern potentially transitioning to La NiΓ±a, and how it could impact crop yields and weather patterns in the US. β˜€οΈβ›ˆοΈ Explore the latest trends in US soybean shipments, as well as corn and wheat exports, amid shifting market dynamics. 🚒 And get insights into the cryptocurrency world as Bitcoin spikes to $50,000, driven by increased accessibility and the SEC's approval of Bitcoin ETFs. πŸ’Ή But that's not all! Stay updated on the S&P 500's recent performance, including Monday's slight decline following record highs, and anticipate the release of today's CPI report, expected to reveal the lowest inflation rate in three years. πŸ’ΌπŸ“‰ Join us as we navigate through the latest market movements and economic indicators, providing valuable insights for traders, investors, and enthusiasts alike! πŸ“ŠπŸ’‘ Don't forget to like, comment, and subscribe for more updates on agriculture, economics, and finance! Let's stay ahead of the curve together. 🌟🌱
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Soybean Losing Steak: EIGHT Straight Weeks
2024/02/12
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Intro + Soybean Losing Streak 3:26 "Extreme" Fund Short 6:00 Brazil Estimates Reduced Again 7:36 Black Sea Drone Attack 8:52 CPI Revised Lower In this video, we delve into the latest developments in the soybean market and their impact on global agriculture. 🌎 Discover why the soybean market is experiencing its longest losing streak since 2006, as spot futures hit their lowest close since November 2021. πŸ“‰ Explore the factors behind this decline, including record-high global stockpiles and sluggish US exports. Learn how Brazilian soybeans trading at a significant discount to US prices are further driving prices down. πŸ‡§πŸ‡· We also analyze the latest Commitment of Traders data, uncovering fund traders' historically large net short positions across the grain complex. πŸ“Š Plus, find out how two agribusiness firms' reductions in Brazil's soybean crop forecast are shaping market sentiment. 🌱 But that's not all! Stay informed about recent geopolitical tensions, such as Russia repelling a Ukrainian drone strike in the Black Sea, impacting oil and grain exports. πŸ›³οΈ And get insights into the latest inflation data revisions and their implications for future Fed decisions. πŸ’° Whether you're a farmer, trader, or enthusiast, this video provides valuable insights into the evolving dynamics of the soybean market and its broader implications for global agriculture and the economy. πŸŒΎπŸ’‘ Don't forget to like, comment, and subscribe for more updates on agricultural markets and trends! Let's navigate the world of soybeans together. 🚜✨
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USDA Adds Insult to Injury (Corn and Soybean Prices)
2024/02/09
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Intro and USDA 3:00 CONAB vs. USDA 6:59 Export Sales 8:48 Corn Flash Sale 10:04 Brazil Farm Bankruptcy 11:15 The US is Broke In this video, we break down yesterday's USDA report and its impact on the agricultural market. πŸ“Š Discover why the government's reduction in US soybean export projections led to a larger carryout forecast, and learn about the marginal cuts in demand projections for US corn and wheat. 🌾 Plus, explore the implications of Brazil's more aggressive production cuts and how they're affecting global crop forecasts. πŸ‡§πŸ‡· We'll also delve into the latest export sales figures for US soybeans, corn, and wheat, highlighting key trends and market insights. πŸ“‰ And don't miss the flash sale of corn to Colombia and its significance in the current marketing year. 🌎 But that's not all! Dive into the concerning rise in Brazilian farm bankruptcies and its potential impact on grain contracts and export programs. 🚜 And stay updated on the progress of the foreign aid package for Ukraine and Israel, navigating its journey through the Senate amidst increasing resistance. πŸ’Ό Whether you're a farmer, trader, or simply interested in global agricultural dynamics, this video offers valuable insights and analysis you won't want to miss! Hit play now to stay informed and empowered in today's ever-changing agricultural landscape. πŸšœπŸ’‘ Don't forget to like, comment, and subscribe for more updates on the latest developments in agriculture! Let's cultivate knowledge and growth together. 🌱✨
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USDA: Farm Incomes to See DRASTIC Decline
2024/02/08
Joe's Premium Subscription: www.standardgrain.com Grain Markets and Other Stuff Links- Apple Podcasts Spotify Google TikTok YouTube Futures and options trading involves risk of loss and is not suitable for everyone. 0:00 Farm Incomes to Decline Drastically 3:48 USDA Preview 6:36 US/Mexico Corn Dispute 8:04 Ethanol Production Rebounds 9:29 Bunge Earnings 10:32 Dicamba Ruling In this video, we uncover the startling projections for US farmer income, revealing a 26% decline compared to the previous year. Discover the factors behind this downturn, from market challenges and rising production costs to evolving government support policies. πŸ“‰ But it's not all doom and gloom! We also dive into the latest developments and disputes shaping the agricultural landscape. From the US-Mexico GMO corn dispute nearing resolution to the implications of a US court ruling on dicamba herbicides, there's no shortage of intriguing insights to uncover. πŸ’‘ Plus, we examine the resilience of the ethanol industry amidst market volatility and delve into Bunge's forecast for slower growth in 2024. πŸ“ˆ Whether you're a seasoned farmer, agribusiness professional, or simply curious about the future of farming, this video offers valuable insights and perspectives you won't want to miss! Hit play now to stay informed and inspired as we navigate the ever-changing terrain of agriculture together. 🌾✨ Don't forget to like, comment, and subscribe for more engaging content on the latest developments in agriculture! Let's cultivate knowledge and growth, one video at a time. 🚜🌟
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Podcast reviews

Read Grain Markets and Other Stuff podcast reviews


4.9 out of 5
249 reviews
btterrrr 2023/11/30
Tom
Love the show
CJS Junior 2023/06/22
Awesome
High performance updates but would like to see hog market updates and commentary πŸ‘πŸ½ Thanks Joe
Me741 2023/05/03
Great Life Advice Podcast
From the direction of trading, this podcast gives great life advice. I love it!
Psalm 39 2022/09/12
Excellent
Excellent Content!
larry ligjt 2023/03/10
Like
I like it so far
TOMMYG1 2023/01/05
5 stars
Joe Vaclavik and his team do a great job producing both free and premium content. 5 Stars ⭐️ in my book! Tommy Grisafi AgBull Media
Nick@1717 2022/09/08
Joe starts my day.
Every morning first thing I do is listen to Joe. Great info packed into a small time frame.
RichardRaphael 2022/08/26
Essential Valueable information
Essential, Valuable , timely , succinct , interesting. If Joe doesn’t know, nobody does.
Joewnc 2022/08/20
Yay Podcast!
Very informative show in a concise format. Great for those who need the information in a short amount of time. I am a YouTube channel subscriber for ...
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NE-SDFarmer 2022/08/12
SDFarmer
I appreciate that Joe puts the daily pertinent information on grain marketing into just a few minutes. I recently subscribed and so far I’m impress...
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check all reviews on aple podcasts

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