Episoder
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We are back with Part 2 for your harvest time listening pleasure. This time, with Special Guest, Susan Stroud of No Bull Ag (NO BULL (nobullag.com)). We delve into the Corn Sweat Zeitgeist, of course, but still have time to tackle the big topics of the 2024 fall harvest: rolling basis contracts, proactive selling to capture big carries, what's a "good price" and how does it change throughout the year?, logistics of a big crop, harvest marketing alternatives, and what's all this carbon intensity stuff mean?
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It's that time again for some audio to help pass the long hours of harvest. The guys have a special guest, Michael Kaeb from IL, to share stories and have some fun talking about the more entertaining side of the grain business. From Chemtrails to damaged equipment to bathroom subscription services, we once again dare to delve where other podcasts refuse to.
0:00 Intro
3:10 Special Guest Introduction
9:05 Conspiracies -- Chemtrails/Flat Earth/ Corn Sweat/ Wildfires
18:00 Grain Truck Drivers -- Demographics/ Business Ideas/ Unfortunate Stories
37:40 Hired Hands at the Farm and Season Help at the Elevator
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Manglende episoder?
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Do the fundamentals even matter anymore? Are the Spec Shorts covering their Longs? Why is this crop so big and prices so low? Mostly, what should we do now that nothing is sold and prices are worse? Finally, how should elevators be approaching the coming logistical crunch and capturing the value they should? As usual, the guys delve into these topics and have all the answers.
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Help! I HTA'd myself and I don't know what to do!
Join us as we delve into the mysterious world of re-owning hedges and other recent agtwitter shenanigans.
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The guys chat with Phil Luce about his ascension from spreadsheet guy to Spreadsheet CEO. What should we get out of charts? How did you learn the business? Can we have raises? All the important questions asked or implied. And of course, how should we interpret Cicadian Rythyms?
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An Elite Peer Group of geographically diverse grain merchants join the show to share about their love for the grain business as well as their struggles and how they help each other through it all. Join us for a lively chat with Jake Lund from Wisconsin, Ben Nething from Ohio, and Michael Mock from Pennsylvania.
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When is a random line more than just a random line? When somebody tells you it's important to look at, that's when! Join us as we delve into the obscure world of technical terms and tag along on our jaunt down the path of the psychology behind the contract names.
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Basis Rolls, Fees, Huge spreads, and changes in selling patterns. We saw a lot of interesting developments with this crop, so we delve into how it all intertwined to create a zeitgeist stew of merchandising opportunities for the coming year.
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Do you believe in conspiracy theories? Does Bigfoot have a cousin? Can Elevators charge double digit monthly DP fees? Grab your trench coat and listen to find out as the guys delve into the inner workings of elevator bids and fees, farmer marketing behaviors, and a little known mythical figure of the West Arkansas Ozarks.
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An extended version of our normal podcast to help keep you company during the long hours of harvest. We mix in grain talk with a lot of our own personal preferences, stories, and strange perspectives from the universe. Timestamps of topics below.
0:00:35 - What is this episode?
0:04:30 - Convenience Store Food Options
0:21:43 - Gas Station Bathrooms
0:24:40 - Farm Marketing Discussion on Choices vs Decisions
0:37:25 - PowerPoint Presetations
0:43:43 - Brokers
0:57:57 - Bankers/Interest costs in the Grain Biz/ Spread Structures
1:05:02 - Cashless Society Conspiracy Talk
1:09:58 - Floor Traders/ Algos/ GMD (Farmer) Conspiracy Theories
1:16:48 - Flat Earthers
1:21:44 - Ufology/ Aliens
1:33:00 - Restaurant Food
1:55:01 - Food Stories of Mr. White
2:02:50 - Travel Hacks and Hotel Thoughts
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The guys discuss their ideas on the upcoming crop merchandising year and touch on the secret to unmitigated success (probably) for the basis trader.
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What do spreads and summer have in common? They both start with “S”, duh. In this episode the guys get back to the business of grain merchandising and delve into what the ongoing shift in corn spreads spells for the basis trader. (hint: it rhymes with “hairy”)
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What makes Cooperatives great? What makes them struggle? We chat with retired Co-Op Veteran, Scott Hardy, to discuss all he has seen over the years with Boards, GMs, Mergers, Patronage, and more. Some high quality insight for anyone that interacts with a Co-Op with some entertaining and informative stories mixed in.
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Lovingly and famously known as "The July 1st Story," friend of the show and grain industry mentor to many, Scott Hardy, shares his harrowing tale from his days on the road visiting grain elevators. Over his 40 years of creating, observing, and retelling the stories, this one may top them all. From transportation challenges to food reactions to medical emergencies to Jamaican Ukeleles, this one has it all.
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Having exhausted this month's supply of market quips, the guys discuss the sayings of the grain biz that may or may not have any bearing on reality.
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Roger recently listened to an insightful podcast which of course is a foreign concept to us, so Roger shared some of the big concepts from it and the guys discuss how these insights apply to our business. As a credit to Arkansas Public Schools, Jason learns what aphorism means and Roger learns what Zimbabwe is.
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The guys are back from hiatus with a lively discussion on how merchandisers are coping with the current basis and spread environment and how that is affecting their plans for the next season. What should we be doing now? How should we be approaching the coming crop year?
We also announce our first ever shipment of Elevator's Cut T-shirts (sized M, L, XL) and what you can do to get one for yourself.
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We delve into the farmer-elevator relationship from the perspective of the farmer with Kansas farmer, Adam Baldwin. What communication is the farmer looking for, what gets their attention, and how do they like to interact with their grain buyers?
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The guys delve into the pressing challenges, opportunities, and ideas from the largest annual conference of exclusively basis traders in history. Some great concepts on managing your business and how we see it applied in the grain industry. They discuss a possible monumental shift in preferred snacks of the show as well as new podcast swag in the works.
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What do GMD, Free DP, and Runza all have in common? This episode. Join us as we talk through it all and memorialize our 100,000th download.
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