Moving Iron Podcast

SummaryIn this episode of the Moving Out Podcast, Casey Seymour interviews Sean Chevalier from PhiBer, a company known for its innovative agricultural solutions. They discuss PhiBer's history, the development of the Dash spray trailer, and the integration of drone technology in agriculture. Sean explains how Fiber's products focus on speed, efficiency, and modularity to meet farmers' diverse needs. The conversation highlights the importance of customer feedback in product development and the future of agricultural technology.TakeawaysFiber was founded in 1996 by a farmer and a machinist.The Dash trailer is designed for speed and operator comfort.Drones are becoming a viable option for spraying in agriculture.Customer feedback drives innovation at Fiber.The Dash Carrier can load multiple drones for efficient spraying.Modularity allows farmers to customize their equipment.The Dash system improves chemical application efficiency.PhiBer's products are designed to minimize idle time for sprayers.Innovative features include weather protection for chemicals.Future developments are always in the pipeline at Fiber.Sound Bites"We built it as a very modular system.""Every minute that your sprayer is just sitting there, it's just appreciation based on engine hours.""Drones might actually be a thing we might use shortly in the future."Chapters00:00 Introduction to PhiBer and Sean Chevalier03:11 Innovative Spraying Solutions: The Dash Trailer05:50 The Rise of Drone Technology in Agriculture09:00 Customer-Centric Design and Modular Systems11:56 Exploring the Features of the Dash System15:08 Future Innovations and Closing Thoughts

Moving Iron's Official Data Partner Is Fusable—the Home of Iron Solutions And EDA Data.Ignite Your Dealership's Growth With Fusable.com. Move More Iron with Fusable! Get your Free Demo atinfo.ironsolutions.com/moving-iron-podcast.Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @ValleytransincMusic By: @TalbottBrothersHost: @casey9673 @agequipmentbusinesstalk #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.comIn this episode of the Moving Iron Podcast, Casey Seymour and Rich Posson discuss the current state of the economy, focusing on recent job reports, the dynamics between manufacturing and services sectors, and the implications for the stock market and the Federal Reserve. They also delve into the impact of Middle East tensions on oil prices, insights into the corn market, and the broader implications of U.S. energy independence on global markets.Takeaways254,000 new jobs were added in September, exceeding expectations.The unemployment rate remains stable at around 4.1%.Manufacturing is struggling while the services sector shows growth.The stock market reacted positively to the job report, indicating optimism.Middle East tensions could disrupt oil prices and market stability.The U.S. has significant oil production capacity, affecting global oil dynamics.Corn prices have risen due to perceived shortages and market adjustments.The Fed's rate cuts have influenced commodity market sentiments.Energy independence could shift global oil market dynamics.Seasonal demand for grains may lead to price increases in the future.Chapters00:00 Economic Overview and Job Reports03:00 Manufacturing vs. Services Sector Dynamics05:52 Market Reactions and Federal Reserve Implications09:06 Middle East Tensions and Oil Market Impact12:13 Corn Market Insights and Future Predictions22:01 U.S. Energy Independence and Global Market Effects

MIP Markets with Shawn Hackett  - Sleeper Geopolitical AssetsMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable!Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of the commodities market, focusing on wheat. They discuss the impact of dry weather conditions in Kansas, Oklahoma, and Texas on wheat yields and the potential for frost and downgrades in the Russian wheat crop. They also explore the role of volcanoes and climate cycles in shaping global weather patterns and the implications for agricultural supply. Hackett emphasizes monitoring these factors and the potential for short covering in the grain markets.Keywords#commodities #market, #wheat, #dryweather, #yields, #frost, #Russianwheat, #volcanoes, #climatecycles, #agriculturalsupply, #shortcovering, #grainmarketsTakeawaysDry weather conditions in Kansas, Oklahoma, and Texas have negatively impacted wheat yields, with 25-50% reported potential losses.The Russian wheat crop has been downgraded, increasing concerns about global wheat supply.Volcanic eruptions, such as the recent Tonga eruption, can significantly impact global weather patterns, including extreme temperatures and precipitation.Climate cycles like the Gleisberg cycle can contribute to hot and dry weather conditions, which can potentially lead to crop problems.Short covering in the grain markets may occur if wheat prices rise, potentially impacting other grain commodities.Sound Bites"Dry conditions in Kansas, Oklahoma, and Texas have led to 25-50% potential yield losses in the wheat harvest.""If frost occurs in mid-late May, it could result in permanent yield loss due to lack of moisture.""The Russian wheat crop has been downgraded, raising concerns about global wheat supply."Chapters00:00Dry Weather and Wheat Yields09:26Short Covering in the Grain MarketsClick To Watch:https://youtu.be/-Rmjh7gV9y8Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #429 Presented By Axon Tire - Optimizing Performance and Cost-Effectiveness with Axon TireMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. SummaryIn this episode of the Moving Iron Podcast, the team from Axon Tire discusses a footprint study they conducted with Iowa State University on the Alliance VF 750/60R46 tire. Before diving into the topic, they introduce themselves and their roles within the company. The study aimed to accurately measure the tire's footprint and compare it to other tire sizes. The results showed that the VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure and a similar footprint at road speed. The team emphasizes the importance of understanding tire technology and how it can benefit farmers regarding soil compaction, performance, and cost-effectiveness. They also highlight Axon's expertise and commitment to providing solutions backed by years of knowledge and collaboration with major tire manufacturers. The episode concludes with information on how to reach out to Axon Tire for further inquiries.Keywords#AxonTire, #footprintstudy, #AllianceVF 750/60R46 #tire, #IowaState University, #tiretechnology, #soilcompaction, #performance, #costeffectivenessTakeawaysThe footprint study conducted by Axon Tire and Iowa State University showed that the Alliance VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure.Farmers must understand tire technology to optimize soil compaction, performance, and cost-effectiveness.Axon Tire offers a wealth of knowledge and expertise backed by years of collaboration with major tire manufacturers.The company is committed to providing solutions and supporting their products to help farmers move more iron.Sound Bites"Anytime you can have a bigger footprint in a narrower width tire, it makes it much easier to put it on the road, stay in the right tracks in the fields, and put much less strain on the operator."Chapters00:00 Introduction and Team Introductions09:34 The Importance of the Footprint Study12:10 Understanding the Design and Benefits of the Alliance VF 750/60R46 Tire20:53 Exploring Engineering Possibilities and Customer Applications23:22 Axon Tire's Expertise and Commitment to Providing Solutions26:02 Closing Remarks and Contact InformationClick to Watch: https://youtu.be/NieN7yJKf5kPresented By @AxonTire Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

MIP #428 Presented By DIS - Data is the Low Hanging Fruit - With John AndersonMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode, John Anderson, an industry consultant and one of the original founders of PFW Systems, discusses the need for innovation in the equipment business. He emphasizes meeting customer expectations and creating a positive customer experience. John also highlights the potential of AI and data analytics in improving dealership operations and customer interactions. He urges dealerships to embrace disruption and adapt to the rapidly changing industry landscape. Overall, John emphasizes the need for dealerships to set high standards, leverage data, and collaborate with business system suppliers to stay competitive.TakeawaysDealerships need to embrace innovation and adapt to the changing industry landscape.Meeting customer expectations and providing a positive customer experience are crucial for success.AI and data analytics can improve dealership operations and customer interactions.Dealerships should set high standards, leverage data, and collaborate with business system suppliers to stay competitive.Chapters00:00 Introduction00:33 Background and Journey03:24 The Need for Innovation05:13 Disruptors in the Industry06:28 The Impact of AI09:05 Meeting Customer Expectations10:17 Utilizing Data for Predictive Maintenance11:26 Setting Customer Expectations13:01 The Importance of Customer Communication14:54 Creating a Positive Customer Experience16:36 Emulating Successful Companies20:19 Adapting to Changing Customer Expectations21:53 Collaboration with Business System Suppliers23:11 The Importance of Data and Visionary Roles25:02 The Need for Industry Investment26:23 The Lack of Innovation in Dealerships28:32 Harnessing the Power of Data31:09 The Rapid Pace of Change33:48 Preparing for Disruptions36:22 The Need for Innovation in Dealerships37:00 The Importance of Keeping Up with ChangeClick to Watch:https://youtu.be/G42c7KB90qQPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett - The Decoupling of Commodities from the US Dollar?Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this conversation, Casey Seymour and Shawn Hackett discuss various topics related to commodities and the global economy. They touch on the recent USDA report, the cattle market, and the decoupling of commodities from the US dollar. They also explore the potential impact of geopolitical factors and the upcoming US elections on asset prices. Hackett emphasizes the need to pay attention to these factors and adjust trading strategies accordingly.Keywords#commodities, #USDA #USDAreport, #cattle #markets, #decoupling, #USdollar, #geopoliticalfactors, #USelections2024, #assetpricesTakeawaysThe April USDA report had little impact on the commodity market, but the following report incorporating new crop balance sheets will be more significant.The cattle market experienced a setback due to the avian flu scare, but it is stabilizing. Hackett predicts that the market will continue to trade within a range.Commodities are decoupling from the US dollar, which is unusual. Hackett attributes this to the geopolitical climate and the shift away from the US dollar as a reserve currency.The global economy is entering a period of chaos and uncertainty, which will impact asset prices. Hackett suggests that hard assets like metals, food, and energy will hold their value.The upcoming US elections and the divided views within the country could lead to civil unrest and further lack of confidence in the US dollar-based monetary system.Chapters00:00 Introduction and Discussion of Recent Events06:04 The Decoupling of Commodities from the US Dollar12:09 The Chaos and Uncertainty of the Global EconomyClick To Watch:https://youtu.be/oFyr4FSv46kPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Chip Nellinger   The April USDA ReportMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Chip discusses the recent market report on stocks and Indian stocks and the discrepancies in crop estimates between CONAB and the USDA in Brazil. He also talks about the stability in the cattle market after heavy losses and the positive outlook for the hog market. Chip shares his thoughts on the upcoming planting season and how it may affect corn prices. He also discusses the lack of bullish news coming out of Brazil and the factors that could potentially spark a rally in the market.Keywords#commodities, #markets #marketingreport, #stocks, #Endingstocks, #Brazil, #cropestimates, #CONAB, #USDA, #cattle #Cattlemarket, #hogmarket, #planting24 #plant24, #corn, #bullish #newsTakeawaysThe market report on stocks and Indian stocks showed minor changes, with a slight increase in domestic carryout beans and a decrease in corn carryout.The South American crop estimates from CONAB and the USDA have significant discrepancies, particularly in Brazil, which could impact export demand and world carryout.The cattle market has stabilized after heavy losses, and the hog market is performing well due to strong exports and the avian flu situation.The upcoming planting season may lead to a price break in corn if planters roll early, but the South American crop situation and cash market will also influence prices.There is a lack of bullish news coming out of Brazil, but the cash market and potential cuts in USDA numbers could spark a rally in the market.Chapters00:00 Introduction and Weather Update05:00 Stability in the Cattle Market10:22 Impact of Planting Season on Corn Prices16:00 Conclusion and Contact InformationClick To Watch:https://youtu.be/dBNpwNiSHHwPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #427   The Reroute Game In Baltimore With Blake BinaMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryImportance of Baltimore Port for Roll-On Roll-Off (RoRo) Operations: The Baltimore port is crucial for RoRo operations, particularly for equipment like Caterpillar and Agco products. Baltimore's efficiency in handling RoRo cargo makes it a preferred port for exporters of such equipment. However, with the recent bridge collapse incident, the port's closure has significantly disrupted RoRo operations.Impact of the Bridge Collapse: The incident was caused by a ship hitting the Francis Scott Key Bridge, which closed the main channel and affected commercial vessel transit. The Army Corps of Engineers is underway with salvage and recovery efforts, but clearing the channel and removing debris may take several months.Diversion of RoRo Ships: Major RoRo carriers like Holglines have already diverted their vessels to alternative ports like Savannah, Brunswick, and Jacksonville. However, these ports may not have the same infrastructure and capacity to handle RoRo cargo efficiently, potentially leading to additional costs and delays for exporters.Challenges for Exporters: Exporters with cargo staged in Baltimore face additional costs and potential delays in retrieving their goods. The longer cargo sits in the port, the higher the port authority's parking fees. To mitigate delays and costs, exporters may need to consider alternative ports and transportation methods, such as flat racks.Short-Term Bottlenecks: The closure of the Baltimore port has created short-term bottlenecks at alternative ports, leading to potential delays of two to three weeks for inbound vessels. The diversion of cargo and the strain on infrastructure at alternative ports may cause additional delays and challenges for exporters and importers.Long-Term Impact: While short-term delays are expected to be resolved as carriers implement contingency plans and increase capacity, long-term effects on cargo flow and logistics chains remain uncertain. Exporters and importers may face ongoing challenges in securing space on RoRo vessels and managing transportation costs until the Baltimore port resumes entire operations.Keywords:#Baltimore #portofbaltimore #RoRooperationsdisruption #FrancisScottKeyBridge #AlternativeportsforRoRoshipping#Exporterchallenges #Cargodelays #Transportationlogisticsdisruptions#Portclosures #supplychain #Shorttermbottlenecks #LongtermlogisticsimplicationsClick To Watch:https://youtu.be/LvdzgWMoKu8Click To Listen:Presented By @AxonTire @AgDirect @IronSolutions @EDAdata @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets With Shawn Hackett - The Brazilian Root Zone Is DryMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode of Moving Iron Podcasts, Casey and Sean Hackett discuss the current state of commodities, focusing on corn and wheat. They talk about the potential impact of dry weather in Brazil on corn production and the potential for a decrease in exports, which could lead to a rise in corn prices. They also discuss the dryness in key wheat-growing areas in Russia and the potential for export restrictions and lower crop yields. Additionally, they touch on the cattle market and the recent avian flu situation.Keywords#commodities, #corn, #wheat, #Brazil, #dryweather, #exports, #Russia #wheatgrowingareas, #avianflu, #cattle #cattlemarketTakeawaysDry weather in Brazil could decrease corn production and exports, potentially raising corn prices.Dryness in key wheat-growing areas in Russia may result in export restrictions and lower crop yields.The cattle market experienced a decline due to the avian flu situation, but stabilization is expected.Farmers should consider marketing price protection and buying opportunities in the current market conditions.Chapters00:00 Introduction and Discussion of Travel Plans07:10 Dryness in Key Wheat Growing Areas in Russia and Potential Export Restrictions21:41 Closing Remarks and Contact InformationClick To Watch:https://youtu.be/WJOnhl4ApBoPresented By @AxonTire @AgDirect @IronSolutions @EDAdata @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #426   Two Brands Team Up   Axon and Dawson TireMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryThe podcast features discussions among Tim Berardi (President and CEO of CFI Tire), Eric McPherson (founder and CEO of Dosson Tire), and Stuart Berardi (management team leader at CFI). They discussed CFI Tire's acquisition of Dawson Tire into the Axon Tire Brand. Tim explains that merging the brands will benefit customers and employees, and they discuss the strategic reasons behind the merger, including synergies in product lines and territories.They delve into challenges faced during the merger, such as integrating different business systems and managing cultural differences. They emphasize the importance of communication and trust in overcoming obstacles and integrating teams effectively.They also discuss how the merger expanded resources and sales teams, enabling better customer service and coverage. They mention surprising discoveries about their customer base and highlight the importance of understanding and meeting customer needs.Finally, they touch on changes in leadership and management structure post-merger, focusing on improving organizational structure and communication for customers and employees. Throughout the discussion, they stress the importance of trust, communication, and adaptation in navigating the complexities of the merger process.TakeawaysMerging for Growth: The merger between Axon Tire and Dosson Tire under the Axon Tire brand was driven by the desire for growth. Both companies recognized the need to expand and adapt to industry changes.Synergies and Benefits: The merger aimed to capitalize on synergies between the two companies, such as combining knowledge, product lines, and resources to serve customers better and enhance employee opportunities.Strategic Thinking: Strategic planning played a crucial role in the merger, focusing on long-term succession planning and providing the best outcomes for employees, customers, and the business.Cultural Integration: Despite initial concerns about cultural differences, trust, and communication were highlighted as essential in successfully integrating the two companies. Building camaraderie and aligning values helped overcome cultural challenges.Challenges of Integration: Significant challenges encountered during the merger included integrating different business systems, managing logistics, and adjusting to new processes. Open communication, project management, and a dedicated team were essential in overcoming these obstacles.Customer Overlap and Expansion: Surprising findings emerged regarding customer overlap, showing opportunities for expansion into new markets and the potential for increased customer satisfaction and service.Resource Utilization: The merger increased the pool of resources and talent, allowing for enhanced customer service and broader market coverage. Effectively utilizing these resources became a focal point for both companies.Leadership and Structure: The merger prompted a review of leadership and management structures, focusing on implementing a more organized and efficient system to benefit customers and employees.Overall, the merger between Axon Tire and Dosson Tire reflects a strategic move aimed at growth, synergies, and improved service delivery. It strongly emphasizes cultural alignment, overcoming challenges, and maximizing resources.Click To Watch:https://youtu.be/F5l4FXhnZvIClick To Listen:Presented By @AxonTire Music By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Chip Nellinger A Glimmer of Hope of For PorkMoving Iron's Official Data Partner Is Fusable: the Home of Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo at info.randallreilly.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Casey Seymour and Chip Nail discuss the current state of the cattle market, the impact of the avian flu on the beef supply, the outlook for the wheat market, the potential for volatility in the grain markets, and the recent performance of the hog market. They also emphasize the importance of having a risk management plan in the face of increasing uncertainty and volatility.#MovingIronPodcast #LetsGoMoveSomeIron #beefsupply #hogmarket #commodities #agriculture #wheatmarket #frostdamage #avianflu #dairycows #cattlemarket #riskmanagement #economicrecovery #ChinaTakeawaysThe cattle market has reacted strongly to the avian flu situation, with initial liquidation causing prices to drop.The impact of the avian flu on the beef supply is still uncertain, but it could potentially limit the amount of dairy cattle put into the beef supply.The wheat market is entering a period of uncertainty as the weather warms up and the crop moves out of dormancy.The grain markets, including corn and soybeans, could see increased volatility as the funds unwind their short positions.The hog market has seen a glimmer of hope after a decline, with the avian flu potentially boosting pork demand.A risk management plan is crucial in the face of increasing uncertainty and volatility in the commodity markets.Chapters00:00 Introduction and the Impact of Avian Flu on the Cattle Market05:56 Uncertainty in the Wheat Market07:41 Volatility and Short Positions in the Grain Markets13:50 A Glimmer of Hope in the Hog Market16:20 The Importance of Risk Management in the Commodity MarketsClick To Watch:https://youtu.be/lWOwVC_RnWQ Click ToListen: https://on.soundcloud.com/QpaSqx3ZZs4EtfJh8Presented By @AxonTire @AgDirect @IronSolutions @EDAData @Fusable @Valleytransinc Music By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets With Shawn Hackett - Cattle Markets Slides Due To Avian Flu FearsMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this conversation, Casey Seymour and Sean Hackett discuss various topics related to commodities in the agriculture industry. They cover the current state of the wheat market, the potential impact of frost damage, and the need for weather stability during the critical growing period. They also discuss the avian flu outbreak in dairy cows and its potential implications for the cattle market. Additionally, they touch on the economic recovery in China and its potential impact on commodity demand. Overall, the conversation highlights the importance of risk management and staying informed about market dynamics.TakeawaysThe wheat market is expected to have a decent crop this year, but the potential for frost damage in May could impact the outcome.The avian flu outbreak in dairy cows raises concerns about its potential spread to beef cows and its impact on beef demand.Risk management is crucial in uncertain times, and producers should consider utilizing government-subsidized programs to protect against downside price risks.The economic recovery in China could lead to increased demand for commodities, particularly in the grain markets.Staying informed about market dynamics and being prepared for potential changes is essential for producers in the agriculture industry.Chapters00:00 Assessing the Wheat Market and Potential Frost Damage06:35 The Impact of Avian Flu Outbreak on the Cattle Market09:07 The Importance of Risk Management in Uncertain TimesClick To Watch:https://youtu.be/Nqx2XepyLCgPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com#commodities #agriculture #wheatmarket #frostdamage #avianflu #dairycows #cattlemarket #riskmanagement #economicrecovery #China

MIP #425   You're Keeping Up With The Market  With Jon WommackMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Casey Seymour interviews John Womack and Corey Ziegler from Iron Solutions. They discuss the roles and responsibilities at Iron Solutions, the improvements made to the Iron Guides, and the importance of building customer relationships. They also talk about the impact of precision upgrade kits on equipment valuation and the benefits of attending the Moving Iron Summit. Overall, the conversation highlights Iron Solutions' commitment to providing accurate and valuable information to their customers.TakeawaysIron Solutions manages the data for the Iron Guides, including values, options, and models.Customer feedback is crucial for improving the accuracy and usefulness of the Iron Guides.Precision upgrade kits for equipment pose challenges in valuation due to aftermarket modifications.Building relationships with customers and understanding their needs is a priority for Iron Solutions.Attending the Moving Iron Summit provides valuable networking opportunities and industry insights.Chapters00:00 Introduction and Roles at Iron Solutions03:09 Working with Iron Solutions07:24 Improvements in Iron Solutions15:11 Future Initiatives at Iron Solutions28:36 Improving Iron Guides and Building Relationships32:17 Benefits of Attending the Moving Iron Summit34:16 ConclusionClick To Watch:https://youtu.be/BGyrmmrh5cMPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #424 Presented by AgDirect   Holding On To My Shorts With Tanner Ehmke Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Casey Seymour interviews Shawn Hackett from Hackett Advisors about the current state of the commodity market. They discuss the recent report on planting intentions and its impact on the market. They also delve into the role of weather in the planting season and the potential for a May freeze. Hackett shares his long-term predictions for the US market, highlighting the importance of monitoring weather patterns and drought conditions. They also touch on the drought conditions in Russia and its potential impact on the global market. Overall, the conversation provides valuable insights for farmers and market participants.TakeawaysThe recent report on planting intentions significantly impacted the market, with corn acres decreasing and soybean acres increasing.Weather plays a crucial role in the planting season, and a warm and dry April could lead to a quick start to planting and push prices down.Long-term predictions suggest an elevated risk for a significant crop problem in the US market in the next few years due to cycles and weather patterns.Drought conditions in the US, particularly in Iowa and Illinois, could significantly impact corn and soybean production.Drought conditions in Russia, especially in the southern half, could also affect winter wheat production and the global market.Chapters00:00 Introduction and Report Analysis03:00 Impact of Weather on Planting Season06:09 Long-Term Predictions for the US Market07:08 May Freeze and Summer Months23:43 Drought Conditions in Russia28:14 Conclusion and Contact InformationClick To Watch:https://youtu.be/zMMc5Z05HOQPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett   4 Million Less Acres of CornMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Casey Seymour interviews Shawn Hackett from Hackett Advisors about the current state of the commodity market. They discuss the recent report on planting intentions and its impact on the market. They also delve into the role of weather in the planting season and the potential for a May freeze. Hackett shares his long-term predictions for the US market, highlighting the importance of monitoring weather patterns and drought conditions. They also touch on the drought conditions in Russia and its potential impact on the global market. Overall, the conversation provides valuable insights for farmers and market participants.TakeawaysThe recent report on planting intentions significantly impacted the market, with corn acres decreasing and soybean acres increasing.Weather plays a crucial role in the planting season, and a warm and dry April could lead to a quick start to planting and push prices down.Long-term predictions suggest an elevated risk for a significant crop problem in the US market in the next few years due to cycles and weather patterns.Drought conditions in the US, particularly in Iowa and Illinois, could significantly impact corn and soybean production.Drought conditions in Russia, especially in the southern half, could also affect winter wheat production and the global market.Chapters00:00 Introduction and Report Analysis03:00 Impact of Weather on Planting Season06:09 Long-Term Predictions for the US Market07:08 May Freeze and Summer Months23:43 Drought Conditions in Russia28:14 Conclusion and Contact InformationClick To Watch:https://youtu.be/cfAjTcNCdaMPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #423 We Have The Meats, Technically with Doug JohnsonMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryDoug Johnson discusses lab-raised meat technology and its potential impact on the agricultural industry. Lab-raised meat is produced by growing stem and immortalized cells in a controlled environment with the idea it will reduce land and water usage, greenhouse gas emissions, and animal slaughter. However, scaling up production and ensuring food safety are challenges. The market demand for lab-raised meat is growing, but there are concerns about fair labeling and consumer education. The agricultural industry needs to advocate and educate others about the benefits and challenges of lab-raised meat.TakeawaysLab-raised meat is produced by growing stem and immortalized cells in a controlled environment with the idea it will reduce land and water usage, greenhouse gas emissions, and animal slaughter. There are challenges in scaling up production and ensuring food safety in lab-raised meat production.Market demand for lab-raised meat is growing, but there are concerns about fair labeling and consumer education.The agricultural industry needs to advocate and educate others about the benefits and challenges of lab-raised meat.Chapters00:00 Introduction and Background02:59 Lab-Raised Meat Technology05:51 How Lab-Raised Meat is Produced09:03 Immortalized Cells and Genetic Editing12:06 Challenges and Scalability of Lab-Raised Meat14:51 Market Demand and Waiting Lists21:59 Consumer Perception and Education25:05 Future Implications and Labeling30:02 Conclusion and Call to ActionClick To Watch:https://youtu.be/QBUVzKBmzroPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett   Avian Flu and Dairy CattleMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this episode, Sean Hackett discusses various topics related to the agricultural commodities market. He provides insights on the wheat market, highlighting the minor reports of damage due to cold temperatures in certain areas. The conversation then shifts to the avian flu and its impact on dairy cattle, with Sean explaining the contagious nature of the disease and the potential production shortfall. The discussion further delves into the cattle market, where Sean predicts a period of sideways trade due to consumer pullback and increased supply. Finally, the hog market is analyzed, with Sean discussing the contraction in China's hog herd and the potential increase in demand for foreign pork supplies.TakeawaysCold temperatures in certain areas have caused minor damage to the wheat crop, but the overall impact on the market is insignificant.The avian flu has spread to dairy cattle, potentially causing a production shortfall and significantly impacting the dairy industry.The cattle market is expected to experience sideways trade as consumer pullback and increased supply affect prices.The hog market is showing signs of recovery, with the contraction in China's hog herd leading to potential opportunities for foreign pork suppliers.Chapters00:00 Introduction00:33 Discussion on Wheat Market10:53 Cattle Market Analysis13:29 Hog Market AnalysisClick To Watch:https://youtu.be/QBUVzKBmzroPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #421 Blame It On The Funds With Rich PossonMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryRichard Posson discusses his podcast and topics, including grains, crude oil, gold, the economy, and the stock market. He explains his analysis based on business cycle patterns and his belief that the stock market and the economy grow for about seven to 12 years before a recession occurs. Richard also discusses the relationship between grains and the stock market and the impact of job market data on the current economy. He analyzes inflation and interest rates and the Federal Reserve's approach to managing them. Finally, he explains the role of interest rates in a recession and the importance of the Federal Reserve in stabilizing the economy. In this conversation, Richard Posson discusses various economic topics, including predicting the economy and the impact of debt. He also talks about the influence of the dollar on exports and the factors driving grain prices. Additionally, he shares his insights on the stagnant oil market and its future prospects.TakeawaysRichard Posson's podcast covers various topics, including grains, crude oil, gold, the economy, and the stock market.Richard's analysis is based on business cycle patterns, and he believes that the stock market and the economy grow for about seven to 12 years before a recession occurs.There is a relationship between grains and the stock market, with specific patterns and factors influencing their performance.Job market data, such as the number of non-farm jobs added, provides insights into the current state of the economy. Predicting the economy and the impact of debt is challenging, and many predictions have been proven wrong over the years.The dollar's value plays a significant role in exports and can affect the stock market.Various factors influence grain prices, including funds' behavior and commercial traders.The oil market is stagnant, with production levels and economic factors contributing to its lack of movement.Chapters00:00 Introduction to Richard Posson's Podcast01:17 Richard's Analysis and Business Cycle Patterns04:16 Job Market and the Current Economy08:28 Inflation and Interest Rates14:10 The Fed's Approach to Interest Rates20:57 Quantitative Easing and the Banking System21:28 The Importance of the Federal Reserve22:25 Predicting the Economy and Debt25:16 The Impact of the Dollar on Exports29:00 Factors Influencing Grain Prices37:18 The Stagnant Oil MarketClick To Watch:https://youtu.be/V3_Wl5wuJUcPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #420   Inflation Report - With Rich PossonSummaryIn this episode, Casey Seymour and Richard Posson discuss the recent CPI report and its implications for inflation and interest rates. They analyze the surprising inflation numbers and the market's reaction to them. They also explore the impact of inflation on the real estate market and the potential for manufacturing to shift back to the United States. Additionally, they examine the current trends in the real estate market and the effect of low interest rates on home buying. Richard Posson discusses various topics related to the economy, stock market, and interest rates in this conversation. He emphasizes the importance of locking in low-interest rates and the potential impact of the Federal Reserve on inflation. Posson also shares his optimistic outlook for the stock market and economy, highlighting the potential of AI and the importance of long-term trends. He discusses the behavior of companies about inflation and the possibility of a Goldilocks scenario. Additionally, Posson touches on oil prices, the dollar index, and the struggle with interest rates.TakeawaysThe CPI report showed a slight increase in inflation, which surprised the market and raised concerns about the Fed's interest rate decision.The government's inflation calculation differs from private sector calculations, causing confusion and uncertainty.The real estate market is experiencing a shift as interest rates and prices fluctuate, but overall, it remains stable.Manufacturing will likely see a combination of onshoring and investment in emerging markets like India. Locking low-interest rates can provide a cushion and protect against potential increases.Although the Federal Reserve's actions may have contributed to lowering inflation, the free market system and consumer behavior also played a role.The stock market and economy are expected to experience short-term volatility, but the long-term outlook remains positive.Balancing inflation and economic growth is crucial; companies' behavior can impact inflation levels.The potential of AI and the importance of long-term trends should be considered when making investment decisions.Chapters00:00 Introduction and Overview00:38 Understanding the CPI Report04:27 Market Reaction and Fed's Interest Rate Decision05:23 Divergence between Government and Private Inflation Calculations07:14 Impact of Inflation on the Real Estate Market10:57 Interest Rates and the Economy16:02 Manufacturing Shifts and Opportunities21:44 Effect of Low-Interest Rates on Homebuying22:24 Private Sector's Response to Interest Rate Changes22:27 Locking in Low-Interest Rates23:15 The Impact of the Fed on Inflation24:09 The Possibility of a Recession25:06 The Role of the Free Market System25:35 The Effectiveness of the Fed's Actions26:21 Throttle Up, Throttle Down Process27:18 The Bullish Outlook for the Stock Market28:11 Balancing Inflation and Economic Growth29:09 Addressing Inequality and Creating Real Value30:05 Behavior of Companies and Inflation30:35 The Potential for a Goldilocks Scenario31:02 Comparing the Current Market to the Dot-com Bubble31:59 The Long-Term Potential of AI33:27 The Importance of Long-Term Trends34:53 Oil Prices and the Economy35:45 The Dollar Index and Interest Rates37:32 The Uncertainty of the Dollar Index38:30 The Struggle with Interest Rates39:58 The Importance of Inflation Indicators41:44 Short-Term Market Volatility42:01 Richard Posson's PodcastClick To Watch:https://youtu.be/yFcaIZslsucPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #422 Row Crop Isolation With Jed BengtsonMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable!Get your Free Demo at info.randallreilly.com/moving-iron-podcast. SummaryIn this episode, Casey Seymour interviews Jed Bengtson to discuss the current trends and challenges in the equipment business. They cover topics such as the combine market, four-wheel drive tractors, row crop tractors, interest rates, and the outlook for 2024. Jed provides insights into the market conditions in Montana and shares his contact information for further discussion.TakeawaysThe combine market is experiencing a decline in values, but auction values have not dropped as much as expected. Introducing new combine models, such as the class 11 combine, may further impact the market.Four-wheel drive tractors with four-track articulated machines are gaining popularity, but wheeled tractors are still in demand. Dual pumps and PTOs are common configurations in the market.The row crop tractor market is flooded with inventory, leading to increased competition and potential price pressure. Interest rates play a significant role in equipment sales, with many customers seeking lower rates.The outlook for 2024 is expected to be flat to slightly up, but dealers may face challenges due to increased inventory and carrying costs.Montana's construction business is thriving due to population growth.Networking and building connections are crucial in the equipment industry, and events like the Moving Iron Summit provide valuable opportunities for industry professionals.Chapters00:00 Introduction and Background03:23 Combine Market Trends10:26 Four-Wheel Drive Tractor Market14:17 Row Crop Tractor Market16:47 Interest Rates and Financing23:00 Outlook for 202426:23 Positive and Negative Factors in Montana28:19 Contact Information and RecommendationClick To Watch:https://youtu.be/M3n9hgPlcKI Click To Listen:https://on.soundcloud.com/UbvLbG5cS8yrhV358Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Chip Nellinger: You Give Me Bears, I Give You Bulls! Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryChip Nell from Blue Reef Agri-Marketing discusses the commodity market and the recent USDA report. The report had no significant shocks, with domestic corn and bean numbers remaining unchanged. The market responded positively despite expecting a more substantial cut to Brazil's bean crop. The conversation then shifts to the upcoming acreage report and the uncertainty surrounding planting decisions. Chip explains that the funds' short positions are driven by technical factors rather than fundamentals. The discussion concludes with contact information for Blue Reef Agri-Marketing.TakeawaysThe recent USDA report had no significant shocks, but the market responded positively.The upcoming acreage report and weather conditions create uncertainty and risk in the market.The funds' short positions are driven by technical factors rather than fundamentals.Contact Blue Reef Agri-Marketing for risk management and marketing strategies.Chapters00:00 Introduction and Weather Update00:47 Recap of the USDA Report04:26 Uncertainty and Risk Ahead05:42 Discussion on Fringe Acres and Acreage Report06:26 Factors Influencing Crop Planting Decisions09:46 Volatility and Uncertainty in the Market11:57 Role of Wheat in the Market15:18 Short Positions and Fund TradingClick To Watch:https://youtu.be/V3_Wl5wuJUcPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #419 This Isn't Your Fathers Guidebook With Jon Wommack and John HoffmannMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this episode, Casey Seymour and Alan Hoskins discuss the challenges in the commodity marketplace, the importance of long-term marketing plans, the impact of the Fed's statements on the market, and strategies for managing interest rates. They also explore external factors that can affect the market, the role of trusted advisors in decision-making, and the current state of the equipment market. They discuss the timing of equipment sales and purchases, the opportunities in the market, and the value of pre-DEF tractors. The episode concludes with a reminder to stay informed and make educated decisions in the ever-changing market.Chapters00:00 Introduction00:52 Challenges in the Commodity Marketplace03:07 Long-Term Marketing Plans06:32 Impact of the Fed's Statements09:00 Managing Interest Rates11:10 External Factors Affecting the Market12:19 Importance of Trusted Advisors14:16 Equipment Market and Buying Strategies19:33 Opportunities in the Equipment Market20:46 Timing Equipment Sales and Purchases23:49 Online Auctions and Market Changes25:37 Value of Pre-DEF Tractors28:38 ConclusionClick To Watch:https://youtu.be/yUyIPOYg3GcPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #418 - Sell Now Buy Later With Alan Hoskins American Farm MortgageMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo atinfo.randallreilly.com/moving-iron-podcast.SummaryIn this episode, Casey Seymour and Alan Hoskins discuss the challenges in the commodity marketplace, the importance of long-term marketing plans, the impact of the Fed's statements on the market, and strategies for managing interest rates. They also explore external factors that can affect the market, the role of trusted advisors in decision-making, and the current state of the equipment market. They discuss the timing of equipment sales and purchases, the opportunities in the market, and the value of pre-DEF tractors. The episode concludes with a reminder to stay informed and make educated decisions in the ever-changing market.Chapters00:00 Introduction00:52 Challenges in the Commodity Marketplace03:07 Long-Term Marketing Plans06:32 Impact of the Fed's Statements09:00 Managing Interest Rates11:10 External Factors Affecting the Market12:19 Importance of Trusted Advisors14:16 Equipment Market and Buying Strategies19:33 Opportunities in the Equipment Market20:46 Timing Equipment Sales and Purchases23:49 Online Auctions and Market Changes25:37 Value of Pre-DEF Tractors28:38 ConclusionClick To Watch:https://youtu.be/RRauvZEe7goPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

Moving Iron's Official Data Partner Is Fusable, The Home of Iron Solutions And EDA Data. Ignite Your Dealership's Growth At Fusable.com MIP #417 Is Bigger Better with Jon MillerSummaryIn this episode of the Moving Iron Podcast, host Casey Seymour interviews John Miller, the used equipment manager for Krone North America. They discuss John's background and experience in the industry, the role of used equipment managers, the Krone company store model, trends in the chopper market, the use of tracks in equipment, and the outlook for the industry in 2024 and beyond. They also explore the impact of equipment prices on the market and the challenges used equipment managers face. The conversation explores the Volatility in the used equipment market, the ease of justifying used equipment purchases, budgeting for new equipment, the impact of price increases on trade-ins, challenges in the secondary market, limited demand for large equipment, the importance of infrastructure and support equipment, exploring international markets, the challenges of the global market, and the importance of networking events.TakeawaysUsed equipment managers play a crucial role in the dealership, influencing the selling of equipment and managing inventories.The Krone company store model is used strategically in areas with a strong market for Krone products but lacks dealer representation.The chopper market is trending towards larger machines, but there are limitations due to road width restrictions and infrastructure constraints.Using tracks in equipment is not currently a significant focus for Krone, as the premium cost and limited demand make it less attractive to customers.The outlook for the industry in 2024 is expected to be similar to 2023, with gradual declines in auction values. However, 2025 may present more challenges due to economic and political factors.The high prices of new equipment and the compounding effect on used prices create challenges for buyers and sellers. The used equipment market is experiencing Volatility, with fluctuations in supply and demand.Used equipment is more accessible to justify for producers, as it serves as spare equipment and is more affordable than new equipment.Budgeting for new equipment is standard for larger operators, who regularly trade in gear to keep it under warranty and maintain efficiency.Price increases in new equipment impact the trade-in value of used equipment, making it more challenging to sell.The secondary market for large equipment faces challenges due to limited demand and the need for additional infrastructure and support equipment.Exploring international markets can solve the saturated domestic market but comes with challenges.Networking events provide valuable opportunities for industry professionals to connect and share insights.Chapters00:00 Introduction and Background03:00 The Role of Used Equipment Managers08:18 The Krone Company Store Model15:28 Trends in the Chopper Market21:17 The Use of Tracks in Equipment23:12 Outlook for 2024 and Beyond28:47 The Impact of Equipment Prices on the Market36:23 Volatility in the Used Equipment Market37:15 Easier to Justify Used Equipment38:05 Budgeting for New Equipment39:04 Impact of Price Increases on Trade-ins40:14 Challenges in the Secondary Market41:1 Limited Demand for Large Equipment42:45 Infrastructure and Support Equipment44:07 Exploring International Markets45:07 Saturated Markets and Emerging Markets47:38 Challenges of the International Market48:36 The Importance of Networking EventsClick To Watch:https://youtu.be/N-B6kRqZi6oClick To Listen:https://on.soundcloud.com/A95tmPresented By @AxonTire @AgDirect @IronSolutions @EDAData @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

Moving Iron's Official Data Partner Is Fusable, The Home of Iron Solutions And EDA Data. Ignite Your Dealership's Growth At Fusable.com MIP Markets with Shawn Hackett - A Split Polar Vortex and Possible Winter Kill Event SummarySean Hackett discusses the current weather conditions and the potential impact of a polar vortex event on commodity markets. He explains the factors contributing to a stratospheric warming event and the subsequent destabilization of the polar vortex. There is a risk of a winter kill event in the wheat market due to the unusual weather patterns. Sean visualizes the polar vortex and its split, highlighting the potential for extreme cold and snowfall. He emphasizes the potential impact on grain markets and advises farmers to consider cash sales during market rallies. Sean concludes by discussing his track record in forecasting polar vortex events and provides contact information for further information.Chapters00:00 Introduction and Weather Conditions01:26 Stratospheric Warming Events and Polar Vortex03:13 Risk of Winter Kill Event04:11 Visualizing the Polar Vortex08:08 Potential Impact on Grain Markets10:07 Weather Changes and Significant Dates14:12 Unusual and Wild Polar Vortex Pattern17:15 Possibility of Weather Shock Outcome19:21 Forecasting Polar Vortex Events20:13 Conclusion and Contact InformationClick To Watch:https://youtu.be/-3ZmofGGNKsClick To Listen:https://on.soundcloud.com/A95tmPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMIP #416 Dumb Horse Power With Ben Freidhof of Ziegler Ag SummaryIn this episode, Casey Seymour and Ben Friedhof discuss current weather conditions and their impact on farming. They then delve into the outlook for the marketplace in 2024, focusing on concerns about row crop tractors and the challenges of high-priced equipment. They also explore the dynamics of the used equipment market, particularly in the combined market. Ben shares insights on the demand for 5-year-old machines and the market's future. They conclude by discussing Ziegler Ag's rebuild program for legacy machines and the benefits of attending the Moving Iron Summit for networking and learning.TakeawaysThe weather conditions, such as snowfall and dryness, significantly impact the farming community.The marketplace outlook 2024 is cautiously optimistic, with a potentially slow start and a focus on input costs and interest rates.There are concerns about the inventory imbalance in the combined market, with a surplus of class eight combined.The demand for 5-year-old machines is limited due to price increases and the availability of newer models.The market's future depends on various factors, including geopolitical events, interest rates, and foreign markets.Ziegler Ag's rebuild program for legacy machines allows customers to bring in their older machines for a complete rebuild to like-new condition.The Moving Iron Summit provides industry professionals with valuable networking and learning opportunities.Chapters 00:00 Introduction and Weather03:52 Marketplace Outlook for 2024 05:07 Concerns about Row Crop Tractors 07:15 Challenges with High-Priced Equipment 10:34 The Used Equipment Market 12:51 Inventory Imbalance in the Combine Market 13:39 Demand for 5-Year-Old Machines 17:02 The Future of the Market and the New Normal 22:14 Rebuild Program for Legacy Machines 29:14 Moving Iron Summit and Networking 30:30 ConclusionClick To Listen:https://on.soundcloud.com/uAWr5Click To Watch:https://youtu.be/ch6W382cg0kPresented By @Fusable Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMIP # 415 Building The Guide With Jon Womack of Iron SolutionsSummaryIn this episode of the Moving Iron Podcast, Casey Seymour interviews John Womack from Iron Solutions to discuss the current trends and data in the agricultural equipment marketplace. They highlight the rebound of large row crop tractors and the increasing number of sprayers being listed for auction. They emphasize the importance of accurate sold reports and data in making informed decisions. John explains the process of gathering data from manufacturers and the role of data in lending institutions. They also discuss the significance of hour usage and adjustments in determining equipment values. The episode concludes with contact information for further inquiries.TakeawaysLarge-row crop tractors and sprayers are in high demand in the agricultural equipment marketplace.Accurate sold reports and data are crucial for making informed decisions in the industry.Hour usage and usage adjustments play a significant role in determining equipment values.Accessing sold reports and comparables can provide valuable insights for equipment evaluation.Chapters00:00 Introduction and Market Overview02:09 Market Trends: Large Row Crop Tractors and Sprayers03:06 The Importance of Sold Reports and Data04:33 The Process of Gathering Data from Manufacturers07:36 The Role of Data in Lending Institutions08:06 Ensuring Accuracy and Concrete Information10:06 The Significance of Hour Usage and Usage Adjustments13:06 Normalizing Sold Reports and Base Model Pricing15:19 Factors Influencing Hour Usage18:54 Accessing Sold Reports and Comparables29:30 Closing Remarks and Contact InformationClick To Watch:https://youtu.be/j9woluSLeNAClick To Listen:https://on.soundcloud.com/q2nBePresented By @Fusable Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett - Taking Advantage Of Short-Term Weather EventsSummaryIn this episode, Sean Hackett discusses the recent market report and the impact of the USDA's numbers on the grain markets. He explains the discrepancy between the USDA and CONAB's crop estimates and the resulting market uncertainty. Sean also analyzes the cattle market, highlighting the effects of extreme weather conditions on cattle weights and prices. He advises producers to utilize short-term rallies and lock in cash prices. Additionally, Sean discusses the potential impact of geopolitical events on agricultural markets and the importance of monitoring weather risks. The episode concludes with a listener question about Ukraine and Russia's crops.TakeawaysThe USDA's crop estimates and the discrepancy with CONAB's numbers have created market uncertainty.Extreme weather conditions have affected cattle weights and prices, providing short-term opportunities for producers to lock in cash prices.Geopolitical events and weather risks are essential to consider in agricultural market forecasting.Ukraine's agricultural production has not been significantly impacted by the conflict with Russia, possibly because of a theoretical agreement between Russia and China.Chapters00:00 Introduction and Market Report03:13 Cattle Market Analysis08:15 Weather and Geopolitical Factors17:13 Listener Question: Ukraine and Russia's Crops23:28 Conclusion and Contact InformationClick To Listen:https://on.soundcloud.com/K4u7HClick To Watch:https://youtu.be/-3ZmofGGNKsPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

SummaryShawn Hackett discusses the current weather conditions and the potential impact of a polar vortex event on commodity markets. He explains the factors contributing to a stratospheric warming event and the subsequent destabilization of the polar vortex. There is a risk of a winter kill event in the wheat market due to the unusual weather patterns. Sean visualizes the polar vortex and its split, highlighting the potential for extreme cold and snowfall. He emphasizes the potential impact on grain markets and advises farmers to consider cash sales during market rallies. Sean concludes by discussing his track record in forecasting polar vortex events and provides contact information for further information.Chapters00:00 Introduction and Weather Conditions01:26 Stratospheric Warming Events and Polar Vortex03:13 Risk of Winter Kill Event04:11 Visualizing the Polar Vortex08:08 Potential Impact on Grain Markets10:07 Weather Changes and Significant Dates14:12 Unusual and Wild Polar Vortex Pattern17:15 Possibility of Weather Shock Outcome19:21 Forecasting Polar Vortex Events20:13 Conclusion and Contact InformationClick To Listen:https://on.soundcloud.com/eZhJ5Click To Watch:https://youtu.be/-3ZmofGGNKsPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

SummaryShawn Hackett discusses various factors affecting the grain and natural gas markets in this conversation. He explains the record short positions in the grain market and the potential catalysts that could trigger a short-covering rally. He also discusses the harvest pressure in Brazil and the possibility of a post-harvest rally. Additionally, he analyzes the long-term outlook for the natural gas market and the potential impact of the Indian wheat crop on world supply. He emphasizes the importance of managing emotions and making clear decisions in agricultural markets. TakeawaysRecord short positions in the grain market have been driven by the narrative of China's economic decline and poor US exports.The grain market is vulnerable to a short covering rally if a catalyst makes traders feel they are on the wrong side of the trade.Harvest pressure in Brazil and potential weather shocks for winter wheat could catalyze short-covering rallies.The natural gas market is expected to experience drawdowns that could lead to a trend of increasing prices throughout the year.Managing emotions and making clear decisions is crucial in agricultural markets.Chapters00:00 Introduction and Small Talk01:48 Discussion on Record Short Positions in Grain Market02:54 Factors that Could Trigger Short Covering Rally in Grain Market05:14 Harvest Pressure in Brazil and Potential Post-Harvest Rally07:08 Potential Weather Shock for Winter Wheat12:38 Long-Term Outlook for Natural Gas Market19:20 Impact of Indian Wheat Crop on World Supply25:50 Discussion on Natural Gas Drawdown and Long-Term Inputs30:00 Managing Emotions and Making Clear Decisions35:35 Contact Information and Closing RemarksClick To Listen:https://on.soundcloud.com/eZhJ5Click To Watch:https://youtu.be/O21L0HExsK8Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothersHost: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Market with Shawn Hackett 2024 is Totally DifferentSummaryThe conversation covers various topics related to commodity markets, including South American weather, the natural gas market, the wheat market, the South American crop outlook, and the impact of geopolitical events on commodity prices. The speaker also addresses a listener's question about the potential implications of a world war on agricultural commodities. The conversation highlights the importance of monitoring gold and Bitcoin as indicators of capital flow during geopolitical escalations. The speaker emphasizes considering long-term trends and potential inflationary risks in commodity markets.TakeawaysSouth American weather, particularly in Brazil, is a crucial factor affecting commodity markets, potentially impacting soybean and corn production.The natural gas market is experiencing a rebound due to a colder-than-expected winter, which could lead to lower inventories and higher prices. The wheat market is influenced by factors such as winter kill and export supply from Russia and Argentina.Geopolitical events, such as the possibility of a world war, can significantly impact commodity prices, leading to inflationary trends and increased demand for hard assets like gold and Bitcoin.Long-term trends and cycles, such as the geopolitical war cycle, should be considered when analyzing commodity markets and making investment decisions.Chapters00:00 Introduction and South American Weather03:33 Natural Gas Market and Winter Weather06:38 Winter Kill and Wheat Market11:19 South American Crop Outlook16:26 Impact of Geopolitical Events on Commodity Prices27:22 Listener Question: Impact of World War on Ag Commodities32:51 Geopolitical Cycle and Inflationary Risks37:01 Contact InformationClick To Listen:https://on.soundcloud.com/TXekmClick To Watch: https://youtu.be/rFc854OQVfMPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @AnvilApp Music By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Chip Nellinger - Will 2024 Volatility Be The Same As 2023 VolatilitySummary The conversation covers the reflection on 2023, the impact of geopolitical uncertainty on energy markets, volatility and uncertainty in grain markets, factors affecting the wheat market, geopolitical tensions on commodity prices, and challenges and opportunities in the hog market.TakeawaysGeopolitical tensions and conflicts can significantly impact commodity prices, particularly in energy markets.Volatility and uncertainty, driven by weather and geopolitical factors, are expected to continue in grain markets.The wheat market is influenced by factors such as the Ukraine-Russia conflict, winter kill risks, and changing geopolitical dynamics.The hog market faces challenges due to increased supply and potential disruptions in trade, but opportunities may arise in the summer months.2024 is expected to be a year of continued uncertainty and volatility in commodity markets.Chapters00:00 Introduction and Reflection on 202303:14 Geopolitical Uncertainty and its Impact on Energy Markets08:15 Volatility and Uncertainty in Grain Markets11:40 Factors Affecting the Wheat Market15:12 Geopolitical Tensions and their Impact on Commodity Prices18:45 Challenges and Opportunities in the Hog Market21:39 Conclusion and Well WishesClick To Listen:https://on.soundcloud.com/F785FClick To Watch:https://youtu.be/CygQnywOpKUPresented By @AxonTire @AgDirect @IronSolutions @randallreillyperformance Music By: @TalbottBrothers Host: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #414 Presented By @TractorZoom Tractor Zoom Acquires @AnvilApp_WorkSummaryTractor Zoom has acquired Anvil AppWorks, aiming to provide a better solution for sales in the dealer ecosystem. Integrating Anvil AppWorks CRM with Tractor Zoom's data and analytics capabilities will streamline workflows and improve decision-making in the sales cycle. The acquisition will benefit customers by reducing risk, increasing efficiency, and providing real-time market data. The companies will focus on managing inventory, improving sales team performance, and enhancing the customer experience. Investments will be made in implementation, customer success, and data science to drive innovation and support dealers' growth.Takeaways-Integrating Anvil AppWorks CRM with Tractor Zoom's data and analytics capabilities will streamline workflows and improve decision-making in the sales cycle.-The acquisition will benefit customers by reducing risk, increasing efficiency, and providing real-time market data.-Investments in implementation, customer success, and data science will be made to drive innovation and support dealers' growth.-The companies will focus on managing inventory, improving sales team performance, and enhancing the customer experience.Chapters00:00 Introduction and Acquisition01:01 Goals of the Acquisition02:27 Integration of Anvil AppWorks CRM03:24 Motivating Factors for the Acquisition04:21 Rapid Progression of the Acquisition05:20 Benefits for Customers07:13 Importance of Workflow and Inventory Management08:13 Implementations to Improve Current Processes09:39 Managing Inventory and Analytics11:04 Managing Sales Teams and Incentive Programs12:29 Challenges of Managing Inventory13:57 Segmentation of Inventory and Managing Different Equipment Types15:23 Managing Sales Teams and Customer Relationships17:44 Expanding to the Construction Equipment Market20:09 Investing in Technology and Software22:37 Improving Sales Team Management with CRM24:06 Enhancing Customer Experience with Data and Information25:06 Providing ROI Information to Customers27:31 Investments in Implementation and Customer Success28:58 Continued Growth and Improvement30:26 Conclusion and Contact InformationClick ToListen: https://on.soundcloud.com/LmuHHClick To Watch:https://on.soundcloud.com/G9r8hMusic By: @TalbottBrothers Host:Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #413 Presented By Axon Tire An Outlook for 2024 With John KennedySummaryIn this episode, Casey Seymour interviews John Kennedy from Axon Tire. They discuss various topics related to the agriculture equipment market, including the cotton market, struggles in the small equipment market, the impact of interest rates, supply chain challenges, and the Outlook for 2024. They also talk about the effects of COVID-19 on the industry and the importance of tire supply. The conversation provides insights into the equipment market's current state and the challenges farmers and dealerships face.Takeaways-The cotton market has been affected by drought, leading to a challenging year for farmers.-The small equipment market is struggling due to a lack of discretionary spending and the impact of drought.-Interest rates are a significant factor affecting equipment sales, with high rates making it difficult for farmers to afford new machines.-Supply chain challenges have affected equipment availability, particularly in the large ag market.-The replacement tire market is expected to grow as farmers keep their used equipment longer.-Uncertainty is a common sentiment among farmers, with many cautious about making new equipment purchases.-Steel prices and tire supply have stabilized, but the overall market remains uncertain. -The equipment business is evolving, shifting towards upgrade kits and focusing on reconditioning used machines.-The Outlook for 2024 is uncertain, with factors like interest rates and supply chain issues impacting the market.Chapters00:44 Cotton Market and Drought02:00 Struggles in the Small Equipment Market03:00 Impact of Interest Rates on the Equipment Market05:51 Supply Chain Challenges07:23 Replacement Tire Market09:42 Uncertainty in the Agriculture Market10:39 Tire Supply and Steel Prices12:48 Effects of Interest Rates on Equipment Sales15:17 Changes in Equipment Dealerships17:44 Evolution of the Equipment Business19:49 Outlook for 2024 20:46 Christmas Plans21:38 Closing RemarksClick To Listen:https://on.soundcloud.com/LmuHHClick To Watch:https://youtu.be/4fyVLcbEScEMusic By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #412 Rich's Reaction To The Fed's NewsSummaryIn this episode, Casey Seymour and Richard Posson discuss the recent announcement by the Federal Reserve to hold interest rates steady and potentially lower them in the future. They analyze the market's response and predict the stock market's performance in the coming years. They also discuss the role of interest rates and the potential for a correction in 2026. They emphasize the importance of considering the psychology of market reactions and the impact of bearish news in a bull market. The episode concludes with information on where to find Richard's podcast.Chapters01:33 The Fed's Unexpected Announcement03:47 The Market's Response04:36 Predictions for the Stock Market05:41 Assessing the Economy and Stock Market in 202206:41 The Role of Interest Rates07:27 The Stock Market's Independence from Interest Rates09:38 The Stock Market's Performance in 202310:58 Digging Out of the Stock Market Hole12:52 The Outlook for 2024 and 202515:43 Getting Back on Track16:49 Potential Correction in 202617:32 The Fed's Rate Cuts in 202319:33 The Market's Reaction to the Fed's Announcement20:42 The Psychology of Market Reactions22:41 Market Reaction in the First Quarter of 202324:06 The Impact of Bearish News in a Bull Market24:51 Where to Find Rich's Podcast25:37 Closing RemarksClick To Listen:https://on.soundcloud.com/L5yQzClick To Watch:https://youtu.be/tTcdZZMg6ZEPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothers Host: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #411 Presetned By Valley Transportation Inc. Tis the SeasonSummaryIn this episode, Casey Seymour talks with Brad and Parker from Valley Transportation about various topics related to the transportation industry. They discuss the upcoming Christmas party, holiday travel restrictions, road construction, and concerns for 2024, including interest rates and equipment sales, fuel prices, and the impact of speculative money on the market. They also touch on the challenges of working with bankrupt brokerage firms, identifying reliable brokers, truck availability and backlogs, used truck values, and the most hauled equipment, tractors. The episode concludes with closing remarks and well wishes for the holiday season.Chapters0:00 Introduction01:06 Holiday Travel Restrictions02:11 Road Construction and Holiday Traffic03:08 Concerns for 2024: Interest Rates and Equipment Sales04:21 Fuel Prices and Interest Rates05:08 Speculative Money and Market Reactions06:31 Positive Outlook for Hiring Drivers07:18 Increase in Orders and Load Count08:02 Issues with Bankrupt Brokerage Firms10:15 Identifying Reliable Brokers11:43 Truck Availability and Backlogs13:36 Truck Dealerships and Used Truck Values15:37 Used Truck Values and New Truck Sales18:00 Most Hauled Equipment: Tractors19:45 Challenges of Hauling Large Equipment20:28 Closing RemarksClick To Listen:https://on.soundcloud.com/4E3RdClick To Watch:https://youtu.be/OZdJ7DXdOBgPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #410 Boots on the Ground With Shawn SkaggsSummaryIn this episode, Casey Seymour interviews Sean Skaggs, CEO of Parallel Ag, about companies' mergers and the marketplace's current state. They discuss the challenges and benefits of expanding equipment distribution, the impact of regional differences on operations, and the importance of economies of scale and technology. They also explore the transition in the used equipment market and the potential market shift in 2024. Additionally, they touch on the solidification of buying groups, the generational crossroads in farming, and the focus on inventory controls and culture in preparation for the future.TakeawaysThe merger of companies can provide opportunities for growth and access to more resources.Economies of scale and technology can improve efficiency and customer service.The used equipment market is experiencing a transition, and inventory management is crucial.Regional differences and market changes can impact buying groups and trade cycles.Consolidation and transition in farming present challenges and opportunities for growth.Chapters01:33 Introduction and Background02:09 Merger of Companies04:46 Formation of Parallel Ag06:04 Expanding Equipment Distribution07:36 Challenges of Regional Differences08:50 Economies of Scale and Technology09:43 Benefits of Scale and Opportunity13:10 Transition in the Used Equipment Market14:24 Inventory Issues and Market Shift16:08 Market Change and Trade Cycles17:52 Solidification of Buying Groups19:47 Generational Crossroads in Farming21:07 Consolidation and Transition in Farming25:18 Focus on Inventory Controls and Culture26:54 Closing RemarksClick To Listen:https://on.soundcloud.com/dRzZYClick To Watch:https://youtu.be/Bb7FUltEfagPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothers Host: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett - The Dollar Falls On Fed NewsSummary:In this episode, Shawn Hackett discusses the current weather conditions and forecasts for the winter season. He advises listeners to take advantage of the temporary overreaction in energy markets due to the warm start to the North American winter. Shawn also addresses a listener's question about magnetic pole shifting and its potential impact on grain production. He explains the concept of pole shift and its long-term cycle. Additionally, Shawn discusses the Federal Reserve's monetary strategy and its implications for the dollar and exports. He concludes by providing insights into the crop situation in Brazil and the potential for frost and freeze events in the Midwest.TakeawaysLocking in physical energy is wise due to the temporary overreaction in energy markets caused by the warm start to the North American winter.Magnetic pole shifting occurs in a long-term cycle. It is not expected to happen in our lifetime.The Federal Reserve will likely lower interest rates, weakening the dollar and potential commodity-led inflation.The corn crop in Brazil is expected to be negatively impacted by hot and dry weather, while soybean production may be more resilient.Farmers should consider spreading their planting to mitigate the risk of a potential hard freeze in May.Chapters01:33 Introduction and Weather Forecast02:33 Opportunity to Lock in Physical Energy03:50 Volatility in Natural Gas Market05:00 Listener Question on Magnetic Pole Shifting06:01 Pole Shift and Impact on Grain Production08:55 Magnetic North Pole Movement10:06 Impact of Magnetic North Pole Movement on Weather11:52 Sudden Stratospheric Warming Event15:04 Winter Weather Outlook16:19 Gleisberg Cycle and Future Climate Patterns21:50 Federal Reserve's Monetary Strategy22:61 Impact of Fed's Strategy on the Dollar and Exports27:19 Fed's Plan to Lower Interest Rates33:25 Crop Situation in Brazil36:56 Potential Impact of Frost and Freeze Events39:40 Recommendation for Planting Strategy40:58 Unofficial Official Whiskey of the Moving Iron Podcast @RollingIronWhiskey41:24 Contact Information Unofficial Official Whiskey of the Moving Iron Podcast @RollingIronWhiskeyClick To Listen:https://on.soundcloud.com/rqwN1Click To Watch:https://youtu.be/NbYjGUfzhF8Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #409 2024 Optimism With Rich PossonReach Rich @@Rich_posson on XRich@ag-financial.comhttps://www.podbean.com/premium-podcast/criticalpointSummaryIn this episode, Casey Seymour interviews Richard Posson about his podcast and analysis services. They discuss the Outlook for the overall economy in 2024, with Richard expressing optimism and bullishness. They also cover the Outlook for gold, the dollar index, global stock markets, real estate trends, inflation, and commodities. Richard shares his insights and observations based on his analysis method, which includes business cycles and other types of analysis. Overall, Richard provides a comprehensive overview of various economic indicators and offers his perspective on the future of the economy and financial markets.TakeawaysRich Posson analyzes the economy and financial markets through his podcast and paid services, The Critical Point Podcast. He is optimistic and bullish on the stock market and economy in 2024 despite concerns about politics and social problems.Rich's analysis method includes business cycles and other types of analysis, allowing him to track market trends and provide forecasts.He sees potential opportunities in gold, the dollar index, global stock markets, and real estate while also discussing the impact of inflation on commodities.Chapters01:33 Introduction and Overview01:56 Rich Posson's Podcast02:47 Rich Posson's Analysis Method03:44 Rich Posson's Services05:12 Outlook for 202406:40 Optimism for the Stock Market07:44 Change in Outlook for Gold11:17 Outlook for the Dollar Index13:07 Outlook for Global Stock Markets18:30 Real Estate Market Trends22:49 Inflation and Commodities27:42 Contractual Pricing in the Lumber Industry30:49 The Changing Mindset on Inflation32:38 Conclusion and Contact InformationClick To Listen:https://on.soundcloud.com/TQVwoClick ToWatch: https://youtu.be/KV8R2LGkRIIPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett The Past Is Repeating in Brazil and India is Clamping DownSummaryIn this episode, Casey Seymour interviews Sean Hackett from Hackett Financial. They discuss the USDA stock report, the comparison of Brazil crops, and the vegetative health in Brazil. They also discuss India's crop situation, export restrictions, and potential food crises. They touch on China's demand for feed and the possibility of commodity inflation in 2024. They also discuss the impact of trendline yields and the uncertainty in the upcoming presidential election.TakeawaysThe USDA stock report is not expected to be a market-moving event, with Brazil's weather being the most critical factor to watch.The vegetative health of crops in Brazil is comparable to the 2015-2016 timeframe, but there are concerns about the declining trend and the poor health of crops in certain regions.India faces challenges in its crop production, with potential disruptions in ethanol production and limits on rice and wheat exports.India may become a permanent agricultural product importer, significantly affecting global supply and demand.The upcoming presidential election in the US is surrounded by uncertainty, with potential scenarios that could impact the agricultural industry.Chapters1:33 Introduction1:52 USDA Stock Report03:17 Comparison of Brazil Crops05:39 Vegetative Health in Brazil08:54 India's Crop Situation11:02 India's Export Restrictions14:09 Potential Food Crisis in India17:03 China's Demand for Feed18:30 Commodity Inflation in 202418:08 Impact of Trendline Yields24:34 Uncertainty in the Presidential Election27:47 Possible Scenarios in the Election28:55 Contact Information29:24 ClosingClick To Listen:https://on.soundcloud.com/jnFEr Click To Watch:https://youtu.be/kNtWnbkACksPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #408 Presented By Tractor Zoom - Easing Into 2024 With Andy CampbellSummaryIn this episode, Casey Seymour and Andy Campbell discuss the current state of the agricultural equipment market and the uncertainties farmers will face in the coming year. They explore the auction market and how equipment values fluctuate across different tractor groups. They also delve into the impact of interest rates on equipment financing and the importance of cash flow in making equipment upgrades. The conversation highlights the significance of tracking trends and regional variations in the equipment market and the role of export markets in managing equipment flow. Overall, the episode provides valuable insights for farmers and dealers navigating the changing landscape of the agricultural equipment industry.Chapters01:33 Introduction and Market Uncertainty04:36 The Auction Market and Equipment Values08:42 Different Tractor Groups and Their Values14:26 Impact of Interest Rates on Equipment Financing19:32 Cash Flow and Equipment Upgrades25:13 Tracking Trends and Regional Variations30:35 Managing Equipment Flow and Export Markets33:24 Conclusion and Contact InformationClick To Listen:https://on.soundcloud.com/u4Se2Click To Watch:https://youtu.be/IV6GV4FdQ_APresented By @TractorZoomMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett Weather Patterns Set for Major Change in Late DecemberWeather patterns are setting to have a significant change heading into late December or early January. Shawn has been discussing this pattern for the past few months. The Western US will have a warmer, milder winter, while the Central and Eastern US will have a colder, wet winter. This could cause late frost issues for wheat and bring planting. Shawn also answers a question from a listener about 2024 Wheat.Click To Listen:https://on.soundcloud.com/3fzaAClick To Watch:https://youtu.be/qarcrMBu6p0Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothers Co-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

It's Been A Long NovemberNovember proved to be a hard month for all commodities. From Grains to Proteins, there weren't many bright spots heading into December.Click To Listen:https://on.soundcloud.com/1dZ3rClick To Watch:https://youtu.be/Of-L-8OFM3MPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothers Co-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

Planning for 2024 is a bit of a ConundrumAs dealerships look into 2024 and guess what forecasts will look like, many questions present themselves. Using a CRM and looking at effective sales data are the same. Dealers that use this strategy will have success in both sales and used equipment management.Click To Listen: https://on.soundcloud.com/u5eWmClick To Watch: https://youtu.be/FhLHihIrkowPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothers Co-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #406 Presented by Valley Transportation - Do you have Insurance, and How much Do You Have?Know before you hire a truck what kind of insurance they have and how much coverage they have. Machinery prices have increased by 40% over the last three years. If something happens, make sure you are covered!Click To Listen:https://on.soundcloud.com/f5DZNClick To Watch:https://youtu.be/H2_KJJR5BwUPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #405 - Presented By Valley Transportation - Brokers Going BrokeWith the pinch in margins in the trucking industry and rising input, some brokers are going out of business, leaving the trucker and the shipper holding the bag. Ensure you know who you are working with and who they are financially viable. Click To Listen:https://on.soundcloud.com/Eivn8Click To Watch:https://youtu.be/NL0NGV0cOQAPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett - Brazilian Weather and the Protein MarketsBrazilian weather models are all over the place. One model shows it to wet and the other to dry. Nonetheless, the weather in Brazil has been extreme on both ends. Soybean replants will be an issue and will affect the second crop of corn. The Cattle market is up against the wall and searching for a new bottom. The Pork Market is in a pickle with a new round of African Swine Fever racing across China, but we could see some relief in price in the second quarter of 2024. Click To Listen:https://on.soundcloud.com/SZ2qyClick To Watch:https://youtu.be/IaXf_uvm8rYPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #401 Stubborn with Andy "Bobcaygeon" Jun Kin Andy Jun Kin stops by the podcast to discuss his new book "Stubborn." Andy's book outlines a path to success between generations and how looking at the Family Farm from "Mine" to "Ours" will change succession and success. Purchase a copy of his book at www.Stubborn.farm, also Get the the audio version of Andy's book is free until Christmas at his website, www.Stubborn.farm.Click To Listen:https://on.soundcloud.com/uDvya Click To Watch:https://youtu.be/VsuJibVU0X8Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett Volcanic Activity and Brazilian RainsVolcanic activity is something that increases as sunspot activity decreases. Although volcanic activity is within the normal range of 40-50 active volcanoes, currently 46, during lower sunspot activity, large, more powerful VEI 6 and higher volcanoes tend to happen. Mount Tamboura in 1815 significantly cooled the earth for two years and created the year known as the year without a summer. Although there is rain in the forecast for Brazil, there isn't much. Temps will be 100+ degrees. These rains will not be the trillion-dollar rains as advertised.Click To Watch:https://youtu.be/sgFA_wDN5VwClick To Listen:https://on.soundcloud.com/eWqrePresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:movingironllc.commovingironpodcast@movingironpodcast.com

MIP #404 - Big Announcement From Machinery ScopeJoe Bryce is back on the show to discuss a big announcement about products from a Machinery Scope. Machinery Scope simplified its process by bringing the claim process and in-house product building. Machinery Scope has the tools to get creative warranty and financing solutions to your customer base.Click To Watch:https://youtu.be/ETOUUvRBoVQ Click To Listen:https://on.soundcloud.com/JZf28Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothersCo-host: Aaron Fintel @AaronfintelHost: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:movingironllc.commovingironpodcast@movingironpodcast.com

MIP #402 - Reversal, Two Points With Rich PossonThe Fed said nothing and promised nothing, yet the market acts as if the Fed sent a formal letter outlining when rate hikes would end and interest rates would reduce in the first quarter. GDP growth was more robust than expected, and CPI exceeded expectations for the second month. Rich also discusses the Crude Oil Market, weather markets, and possible crop production issues in 2024-2027.2:26 - Rich talks about his Podcast Critical Point 6:41 - Market reaction to not raising Rates10:59 - What Do the future look like for the Fed and interest rates12:50 - CPI Inflation21:35 - GDP growth23:50 - Inflationary Commodity Market25:50 - Weather Markets and Crop Problems34:07 - Crude oil Production35:06 - Long-term bottom in Interest rates36:50 - Is there a play on short-term variable rate financing42:40 - OutroClick To Watch:https://youtu.be/yM_X1r8E-PkClick To Listen:https://on.soundcloud.com/V6MFsPresented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutionsMusic By: @TalbottBrothersCo-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673#agequipmentbusinesstal #letsgomovesomeiron Contact Me at:movingironllc.commovingironpodcast@movingironpodcast.com