Chat BDC

Send us Fan Mail We start our week of experts with an interview we did with Mike North back in January. Mike, who is with Ever.ag, provided great insight into the current status of the dairy market and what we can expect as we get into 2026.

Send us Fan Mail Focus today is on dairy federal milk marketing order prices, actually some bright spots in those reports. General ag news focuses on updates to the Farm Bill that passed the house recently, and finishing up with a quick update on how to manage money during the Middle East crisis. We wrapped with some news about programming for next week.

Send us Fan Mail Fluid milk sales continue to drop year over year, but whole milk is increasing and that starts this episode. We move over to beef markets and talk about pending legislation that would impact the meat packing industry. Our final segment looks at how the Iran conflict is impacting financial markets. 

Send us Fan Mail Global Trade Markets are on the docket first today with a look at yesterday's auction. Top of mind is the Iran conflict, and we look at how fertilizer prices are going to change, along with the reaction from Wall Street. 

Send us Fan Mail Today we have one of our special episodes. I visited with Tanner Ehmke, lead economist for grains and oilseeds at CoBank, about current commodity markets. Tanner provided great insight into the factors impacting corn and soybean markets both domestically and abroad. 

Send us Fan Mail We start off the week with a look at butter and cheese markets, plus the global dairy production situation. We take a quick look at commodity markets before looking at how Wall Street has and will continue to react to the new Iranian conflict.

Send us Fan Mail Today we look at export numbers from the latest report from the US Dairy Export Council. Then we take a look at weather and the forecast of a wet start to March. We wrap up with financial news and how Wall Street fell off yesterday after tech stock worries.

Send us Fan Mail Today we take a deep dive into insurance programs for dairy producers, comparing DMC to DRP coverage. We also look at what making marketers in the beef market nervous, and where Wall Street is trading relative to the AI marketplace. 

Send us Fan Mail Today we take a look at beef markets and what is influencing a softer trade to start the week. We then turn attention to commodities and learn about how weather in South America could influence the U.S. market. Finally we wrap up with general financial news and the factors influencing marketing decisions. 

Send us Fan Mail Today we have a special episode - an interview with Nate Donnay, Director of Dairy Market Insight at StoneX. Nate goes in depth on the most recent USDA milk production report, and looks ahead at what to expect for 2026 including an update on export markets. 

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. 

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. 

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. 

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. 

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. 

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. 

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. 

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.

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. 

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. 

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. 

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. 

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.

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...

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.