Mike Opperman

Chat BDC

News EN ↓ 128 episodes

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.

Author

Mike Opperman

Category

News

Podcast website

www.blackdirtdaily.com

Latest episode

Jul 10, 2026

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Episodes

Chat BDC Special: Ever.Ag Expands AI-Based Decision Tool for Livestock Operations 05.06.2026

Send us Fan Mail On today's special episode we talk with Simon Drake, Chief Product Officer with Ever. Ag, about the expansion of Everett, their AI-based decision engine, into livestock and animal protein markets. It's fascinating technology you'll want to learn more about as you look toward improving your ability to make quick, accurate decisions on your operation. 

Bigger Cattle is the New Norm, and Soybean Yields Could Be Huge This Fall 05.06.2026

Send us Fan Mail Today we'll look at how bigger cattle are probably going to be the norm moving forward and we look at improving carcass efficiency. Plus, the stars are aligning to create a record breaking soybean crop this fall. We finish with AI stocks continuing to drive Wall Street indexes to new highs. 

Lee Schulz, Ever.Ag Economist: Pork Is In a Good Position With Export and Domestic Demand 04.06.2026

Send us Fan Mail Our conversation today features the pork industry with a chat with Dr. Lee Schulz, chief livestock economist with Ever.ag. He goes into detail about where we're at as an industry today, and where we're headed with strong exports and an opportunistic positioning against expensive beef. 

We're Experiencing a Milk Check Revolution While Cattle Producers Are Making Tough, Drought-Driven Decisions 03.06.2026

Send us Fan Mail Our milk checks are focusing more on solids that fluid, which is changing the way we breed, feed, process and sell milk and dairy products. Plus, cattlemen are being forced to make tough decisions as drought and water resources are drying up. On the other hand, there are a few AI companies that are about to make trillions of dollars in public offerings. 

No DMC Run This Month or In the Near Future, Cattle Markets Looking for Direction 02.06.2026

Send us Fan Mail Today we start with a look at the Dairy Margin Coverage program payouts. Margins are too good on dairy farms for any payments to be made, but we're still running below YOY levels. Beef markets are in a sideways pattern, looking for direction on which way to move next. And oil prices keep bouncing around. 

Why Consumers Are Soaking Up Dairy And Still Buying Beef 01.06.2026

Send us Fan Mail Today we focus on consumers with stories on how export and domestic demand is soaking up the extra milk production. Speaking of consumers doing their part, we turn to the beef market and dive into why the heck consumers are still paying a mortgage payment on ribeyes. We finish up with a quick look at a drop in oil prices. 

Summer May Be Wetter Than Anticipated, Cattle Rally, And Consumers Aren't Feeling It 29.05.2026

Send us Fan Mail Today we start with a look at weather and potential for a turn around in drought conditions, then switch to an update on cattle markets. We end with a look at consumer confidence.

Dairy Is On a 16-Month Heater, Corn Prices Are Falling With Oil Prices 28.05.2026

Send us Fan Mail On today's podcast the dairy industry is on a 16-month track of higher YOY production. On the other hand, corn prices continue to stumble as oil prices fall as well. 

High Replacement Prices Are Impacting Dairy Culls, Corn Futures Took a Step Back 27.05.2026

Send us Fan Mail We start with a review of the latest USDA Livestock Slaughter report and how replacement values are impacting cull cow slaughter. We also talk about the slide in corn futures that parallels oil markets, and how tech companies continue to support Wall Street indexes.

Farmers Need Blinders On to Stay Focused On Marketing Fundamentals This Crop Season 26.05.2026

Send us Fan Mail In our conversation today we talk to Britt O'Connell, senior director of grain risk management with Ever.ag. Britt offers great insights into the volatility in grain markets, with geopolitical impacts of Iran and China, weather diversity throughout the U.S., the impact of fund investors and managed money. To survive, farmers need to know their business fundamentals and put on...

Cattle On Feed Report Is A Bear, Milk Production Continues to Grow 25.05.2026

Send us Fan Mail USDA's May Cattle on Feed report showed placements ahead of a year ago but reduced marketings, leading to a bearish feeling in the markets. May milk production was up on--you guessed it--a larger dairy herd. In investment news, the surge in risk free treasury yields is sending bond investors in search of better opportunities. 

Cargill Forces Lockout, Corn Markets Slide, SpaceX Goes Public 22.05.2026

Send us Fan Mail Today we start with Cargill announcing a lockout at one of its facilities, then we pivot to corn markets sliding a bit after a rally. We finish with news of SpaceX going public. 

Global Dairy Markets Are Cautious, Drought Begins to Impact Crop Progress 21.05.2026

Send us Fan Mail Today we have a report on the latest Global Dairy Trade auction, where participants in the auction took a cautious approach indicating global dairy markets may be waiting for a shift. Also, much of the country is still dry and it may start impacting the growing season. We wrap with a stock market rally. 

USDA Updates Livestock Insurance Programs, Drought Updates in Cow Country 20.05.2026

Send us Fan Mail USDA Risk Management Agency updated livestock insurance programs this week, we talk about what producers can expect. Also we dive into the drought status for pastures in cow country, and end with a surge in bond markets on Wall Street. 

USDA Lowers Beef Forecast, Raises 2027 Milk Production Forecast; Markets React to China News 19.05.2026

Send us Fan Mail USDA released its latest forecast for beef, pork and milk production and we cover that in depth. Commodity markets showed signs of life after China told the U.S. they were going to by billions of dollars of ag products over the next three years. We wrap up with Walmart and Amazon placing emphasis on rural America. 

The Impact of the U.S.-China Talks on Ag Markets 18.05.2026

Send us Fan Mail Our main focus today is reporting on the U.S.-China talks and the impact those talks will have on beef and commodity markets. We also look at a small slide in U.S. stocks. 

Dairy Replacement Values Continue to Climb, While China Says 'No Thanks' to U.S. Beef 15.05.2026

Send us Fan Mail Today we center on an article from Dairy Herd Management on replacement dairy values. Hint: They aren't getting cheaper. We also report on China's pull back on export clearances for U.S. beef, and Wall Street sets new records, again. 

Insights Into the Beef Industry and Genetics From Lee Leachman 14.05.2026

Send us Fan Mail Today we're excited to bring you a conversation we had with Lee Leachman, CEO of Leachman Cattle and noted beef industry and genetics expert. We talk about the current status of the beef industry, the impact that genomics has had on today's beef herd, and a look at where we're headed as an industry. 

Get the Scoop On Latest WASDE Report Updates on Commodity and Livestock Markets 13.05.2026

Send us Fan Mail We go full WASDE today with a look at corn, soybean, livestock and dairy markets. We wrap up with a stumble on Wall Street as AI stocks slump.

Trump's Meeting With China This Week Will Have Big Impact Across All Markets 12.05.2026

Send us Fan Mail When President Trump meets with Chinese President Xi Jinping this week, the results could have a huge impact on livestock, and commodity markets as well as on Wall Street. All three stories today focus on those potential impacts. 

Record pork exports start off 2026; Commodities wait for China summit this week 11.05.2026

Send us Fan Mail We start with a USMEF report on pork and beef exports through the first quarter of 2026. After a pivot to look at commodity markets we wrap with a look ahead to what Wall Street is looking forward to this week. The China meeting this week will have an impact on all markets, ag and non-ag.

Cheese, Butter Exports Continue to Break Records; Commodity Markets Adjust to Iran War 08.05.2026

Send us Fan Mail We start out today with a look at dairy export results. Cheese and butter continue to dominate, and U.S. dairy exports have had positive YOY results for the past six months. In commodity markets, which direction the markets will go depends a lot on the war in Iran. Our financial news wrap up includes a positive outlook on the U.S. economy coming from the White House.

Three Things Beef Producers Need To Be Thinking About; Why Are Diesel Prices So High? 07.05.2026

Send us Fan Mail We start this episode out with a look at three things beef producers need to focus on heading into summer. We pivot to news about why diesel prices are so high, and how long they will stay there. We wrap up with a look at labor markets. 

Drought May Impact Pasture Growth, Herd Rebuilding 06.05.2026

Send us Fan Mail We start looking at an update on the drought situation in cow-calf country, and how it's the worst since at least 2000. We then look at planting updates, which is ahead of 2025 and five year averages. The wrap up is in financial markets, as stock indexes have another stellar day. 

A Review on Dairy Risk Management, a Soybean Outlook and Investor View on AI 05.05.2026

Send us Fan Mail Today we focus on an UpLevel podcast that reviews dairy risk management options. We also get a soybean forecast (hint=China plays a role) and how investors are looking at big tech AI.

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