Mike Opperman

Chat BDC

News EN ↓ 128 Folgen

Chat BDC is the executive briefing for farm CEOs, CFOs, and senior managers running America's largest farms. Each episode delivers concise, actionable business intelligence across all market categories.  Hosted by Mike Opperman, Chat BDC delivers concise market information to help farmers make more informed business and investment decisions. Whether you manage 2,000 cows or 20,000 acres, this is the ag business podcast built for farmer CEOs.

Autor

Mike Opperman

Kategorie

News

Podcast-Website

www.blackdirtdaily.com

Neueste Folge

10. Jul 2026

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News for February 23, 2026 23.02.2026

Send us Fan Mail Today we take a quick look at a couple of USDA reports. First there's the milk production report, then we look at the cattle on feed report for an understanding of where markets have been. We finish up with how markets reacted to the new tariff situation. 

News for February 20, 2026 20.02.2026

Send us Fan Mail In today's news we start off with news on an Agropur expansion in South Dakota and Wisconsin. Then we review a crop acreage expectation report from CoBank, looking at more soybean acres and fewer corn acres going into 2026 planting. We wrap up with a look at the trade deficit and promising labor figures. 

News for February 19, 2026 19.02.2026

Send us Fan Mail Today we get an update on federal milk marketing order class prices, then report on the latest Farm Bill text that was released last week. And we finish on Wall Street where tech stocks had a slight rebound as people figure out how AI is going to impact the economy. 

News for February 18, 2026 18.02.2026

Send us Fan Mail Today we have an interview episode, finishing up on the conversation I had with Dave Weaber from Terrain when I was at CattleCon a couple of weeks ago. Today Dave talks about the fed cattle side of the business, touches on other proteins and wraps up with an outlook for 2026. 

News for February 17, 2026 17.02.2026

Send us Fan Mail Today we cover a report on dairy commodities from Ted Jacoby, then look at where diesel is headed in the near future. We end with financial markets, looking at slim trading that happened yesterday. 

News for February 16, 2026 16.02.2026

Send us Fan Mail On today's episode we look at how the U.S. dairy industry is reacting to the new trade agreement with Argentina. Then we look at soybean and corn markets and how those could change if China starts getting involved. Finally we take a look at financial markets and how trepidation around AI is having far reaching affects on Wall Street. 

News for February 13, 2026 13.02.2026

Send us Fan Mail News today includes an update on corn and soybean exports and its impact on markets. We also look at beef markets and what we can look for in the months ahead. We end up with a short report on labor statistics. 

News for February 12, 2026 12.02.2026

Send us Fan Mail In this episode we take a deep dive into the latest WASDE report. We look at what the numbers were and how the markets reacted. We wrap up with financial news, looking at the latest labor market reports and the impact on interest rates.

News for February 11, 2026 11.02.2026

Send us Fan Mail We have a special episode for today. Last week at CattleCon I had the chance to interview Dave Weaber, senior research analyst at Terrain. He had some great insights into the status of the US beef market and what to look forward to for 2026. This is the first half of a two-part interview. 

News for February 10, 2026 10.02.2026

Send us Fan Mail In this episode we look at consumer spending for dairy products and the continued shift to private label brands. Then we look at the soybean market and what is going on in Brazil and China, then wrap it up with Super Bowl financials. 

News for February 9, 2026 09.02.2026

Send us Fan Mail We start the week off with a look at the latest GDT auction results and how they impact US dairy markets, then spend some time talking about President Trump's latest announcement about beef imports from Argentina. We wrap up with a look at how financial markets are evolving to understand how to invest in AI and tech companies. 

News for February 6, 2026 06.02.2026

Send us Fan Mail In this episode we look at the depressing milk price reports from January, then look ahead at what to expect from Tuesday's WASDE report. We end up with more depressed news from Wall Street as tension grows around investments in the AI industry. 

News for February 5, 2026 05.02.2026

Send us Fan Mail Today we have a special edition of Chat BDC. I'm at NCBA's CattleCon event and I had the chance to talk with Terrel Platt, market analyst with CattleFax. Terrel gives some great insight into the current market situation and what cow calf producers and feedlot owners can expect going into 2026, and how demand will affect it all.

News for February 4, 2026 04.02.2026

Send us Fan Mail We start off looking at dairy export numbers and the surging exports of cheese and butter to help offset the rise in production. We then turn to the beef market and take a look at slaughter numbers through this year compared to last. Long story short, slaughter numbers and beef production are down significantly from last year, even though cattle are still getting bigger. We wrap u...

News for February 3, 2026 03.02.2026

Send us Fan Mail We start with a look at what happened to dairy demand when the big storm hit the U.S. a few weeks ago. Then we review what Iowa farmers said to a USDA trade representative during a recent visit, and end with the falloff in gold, silver and other commodities on news of the potential new Fed chair.

News for February 2, 2026 02.02.2026

Send us Fan Mail Well there's a DMC payment coming from the train wreck that is dairy producer margins, and expect more to come in 2026. We also talk about the continued decline in beef cow numbers, but a potential bright spot in heifer retention numbers. We wrap up with a look at the potential new Fed chair.

News for January 30, 2026 30.01.2026

Send us Fan Mail Today we offer a report on the speech delivered by IDFA President Michael Dykes at the Dairy Forum this week. We also look at how the declining dollar is impacting ag markets, and how a drop in tech stock valuations affected Wall Street.

News for January 29, 2026 29.01.2026

Send us Fan Mail Today we take a look at dairy cow slaughter rates and how it's impacting cow numbers. We also report on President Trump's comments about E15, and the news around the Fed leaving interest rates alone.

News for January 28, 2026 28.01.2026

Send us Fan Mail The latest USDA milk production report is out and, shocking, milk production continues to scream upward. More cows, more milk per cow drives the increase. In beef news, the cold weather likely slowed the drive of the Newworld Screwworm toward the US. And on Wall Street the S&P 500 had another record day.

News for January 27, 2026 27.01.2026

Send us Fan Mail We start with a report from CoBank on protein demand and how it's affecting dairy markets. Then we go through a commodity market report and finish up with a Wall Street update and reactions to political events. 

News for January 26, 2026 26.01.2026

Send us Fan Mail We start with updates to Federal Milk Order prices and a fluid demand outlook. Then we review the cattle on feed report, and finish with a report on the skyrocketing gold market. 

News for January 23, 2026 23.01.2026

Send us Fan Mail Today we look at results from the Global Trade Auction, and updates on USDA's response to the New World Screwworm. We finish up with job market updates. 

News for January 22, 2026 22.01.2026

Send us Fan Mail Today we talk about the impact of having whole milk in schools will do to demand and eventually prices, then take a look at commodity markets. Finally we dive into President Trump's update on activities relating to Greenland.

News for January 21, 2026 21.01.2026

Send us Fan Mail We have another great interview for you, this time it's a conversation with Dr. Marin Bozic. He offers some great insight into existing dairy insurance programs and risk management opportunities, plus information on new programs on the horizon.

News for January 20, 2026 20.01.2026

Send us Fan Mail Today we look at an update to federal milk market order pricing, then an update on commodity prices. We finish with the impact potential tariffs on the EU could have on financial markets. 

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