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Stijn Schmitz welcomes Doug Casey to the show. Doug Casey is a Bestselling Author, Speculator, Founder of Casey Research, and Voluntarist Philosopher. The conversation opens with an analysis of the disconnect between geopolitical turmoil, specifically the disruption of oil flows through the Strait of Hormuz, and equity markets trading near all-time highs. Casey argues the recent de-escalation between the U.S. and Iran is likely temporary, as the core dispute between Israel and Iran remains unresolved. Despite this volatility, he remains bullish on oil, favoring oil and gas stocks due to their low representation in the market and high dividend yields, a sentiment he backs with his own investment strategy. Casey introduces his thesis of a “Greater Depression,” a period of declining real standards of living masked by a debt-fueled financial economy. He contrasts the struggling real economy, burdened by consumer and government debt, with the booming stock market, suggesting the current stability is unsustainable. Looking at long-term trends, he posits that all commodities historically trend toward zero in real terms as technology advances. However, he notes that commodities are currently the cheapest asset class compared to grossly overvalued stocks, bonds, and real estate, making them especially attractive. The discussion shifts to gold and silver, which Casey treats primarily as savings vehicles, noting the 55-year bull market is still intact. While he believes gold is no longer a great speculation at current prices, he finds mining stocks to be exceptionally undervalued, driven by industry-wide unpopularity and neglect from institutional investors. He extends this bullishness to agricultural commodities and fertilizers, deeming corn ultra-cheap and noting natural gas, a key input for urea, is also priced at a bargain in North America. For speculation, he expresses a strong preference for private placements and warrants in smaller, entrepreneur-led companies. The conversation concludes with a grim outlook for U.S. fiscal health, predicting rising interest rates driven by unsustainable deficits and a bond market that will eventually slip the Federal Reserve's control. Timestamps: 00:00:00 – Introduction00:01:02 – Oil Market Geopolitics and Prices00:06:57 – Oil Inventories and Demand Outlook00:09:06 – Debt Economy and Greater Depression00:11:03 – Electrification and Nuclear Future00:14:27 – Long-term Commodity Price Trends00:16:21 – Agricultural Commodities Discussion00:21:34 – Fertilizers and Natural Gas00:25:30 – Potash, Phosphate, & Sulphur00:28:21 – Gold and Silver as Savings00:33:20 – Mining Stocks and Value00:40:00 – Mining Sector Companies00:44:00 – Investment Strategies and Placements00:47:26 – Other Commodities Opportunities00:49:48 – Guest Projects and Resources Guest Links: YouTube: https://www.youtube.com/channel/UCEJR3OAeHBNz7aGtFRZXArQ Doug Casey’s Take: https://internationalman.com Amazon Novels: https://tinyurl.com/an3uxhc Book ‘The Preparation’: https://tinyurl.com/theprepa Best-selling author, world-renowned speculator, and libertarian philosopher Doug Casey has garnered a well-earned reputation for his erudite (and often controversial) insights into politics, economics, and investment markets. Doug is widely respected as one of the preeminent authorities on “rational speculation,” especially in the high-potential natural resource sector. Doug’s most recent book, “Assassin,” can be found on Amazon. He has been a featured guest on hundreds of radio and TV shows, including David Letterman, Merv Griffin, Charlie Rose, Phil Donahue, Regis Philbin, Maury Povich, NBC News, and CNN; has been the topic of numerous features in periodicals such as Time, Forbes, People, and the Washington Post. Doug has lived in 10 countries and visited over 175. Today you’re most likely to find him at La Estancia de Cafayate (Casey’s Gulch), an oasis tucked away in the high red mountains outside Salta, Argentina.
Leaders Of Transformation | Leadership Development | Conscious Business | Global Transformation
What if your greatest leadership achievement isn't what you accomplish yourself - but the leaders you develop who continue multiplying long after you're gone? In this episode of Leaders of Transformation, Nicole Jansen welcomes back leadership development expert and bestselling author Mac Lake to discuss his latest book, Super Multiplier. What does it take to build a leadership legacy that extends far beyond your own influence? Mac reveals how great leaders intentionally develop leaders who go on to develop other leaders – creating a multiplication effect that can impact organizations for generations. Drawing from decades of experience building leadership pipelines, Mac shares the mindset shifts and practical habits leaders need to intentionally develop others and create a culture of multiplication. Together, Nicole and Mac explore why most leadership development efforts fail, the hidden beliefs that prevent leaders from investing in others, and how to identify and unlock the potential already sitting within your organization. Whether you're leading a business, ministry, nonprofit, or team, this conversation will challenge you to think beyond leadership training and embrace leadership multiplication that lasts for generations. What We Discuss in this Episode Why leadership gaps are solved by developing people, not simply finding people The hidden mindsets that prevent leaders from developing others Why most organizations rely on the ineffective "wait and hope" leadership strategy The difference between leadership training and leadership transformation Why mindset must change before skill set can change How limiting beliefs hold emerging leaders back from reaching their potential What it means to "mine for the gold" in people How great leaders identify and cultivate strengths in others Lessons from Jesus' model of leadership development and multiplication Why leadership multiplication is more powerful than leadership addition How to develop leaders who can develop other leaders Why leadership development requires intentionality more than time Practical ways to develop leaders during everyday work activities How modeling, practice, and debriefing accelerate leadership growth Why failure is one of the greatest tools for leadership development The 4T Framework: Think, Try, Talk, and Train How leaders can continue growing by building on their strengths The importance of creating a replicable leadership development process What it means to build leadership four generations deep How to create a lasting leadership legacy within your organization Highlights 00:00 – Why Leadership Development Often Fails 02:30 – Leadership Gaps Aren't Solved by Finding People 06:00 – The Mindsets That Limit Leadership Multiplication 10:00 – Why Mindset Comes Before Skill Set 13:00 – The Problem with the "Wait and Hope" Strategy 16:00 – Leadership Training vs. Leadership Transformation 20:00 – Mining for the Gold in People 24:00 – What Jesus Teaches Us About Developing Leaders 29:00 – Why Leaders Think They Don't Have Time 33:00 – Everyday Opportunities to Develop Future Leaders 38:00 – Failure as Fertilizer for Growth 42:00 – The Power of Modeling and Debriefing 46:00 – How to Identify Your Next Growth Area 50:00 – The 4T Framework for Leadership Development 54:00 – How to Multiply Leaders Four Generations Deep 58:00 – Building a Leadership Legacy That Lasts Episode Show Notes and Links to Mac Lake's Books and Resources: https://leadersoftransformation.com/podcast/leadership/super-multipliers-how-to-multiply-great-leaders-four-generations-deep-with-mac-lake/ Check out our complete library of episodes and other leadership resources here: https://leadersoftransformation.com ________
Check out BeerBiceps SkillHouse Courses Here - https://linktr.ee/bbskillhouseFor all BeerBiceps vlog content Watch Life Of BeerBiceps - https://www.youtube.com/@LifeOfBeerBicepsCheck out my Mind Performance app: Level SuperMindLink:- https://app.level.game/?c=zSbmYnShare your guest suggestions hereMail - connect@beerbiceps.comLink - https://forms.gle/aoMHY9EE3Cg3Tqdx9Join the Level Community Here:https://linktr.ee/levelsupermindcommunityFollow BeerBiceps SkillHouse's Social Media Handles:YouTube: https://www.youtube.com/@BeerBicepsSkillHouseInstagram: https://www.instagram.com/beerbiceps_skillhouseWebsite : https://beerbicepsskillhouse.inFor any other queries EMAIL: support@beerbicepsskillhouse.comIn case of any payment-related issues, kindly write to support@tagmango.comIn this special episode of The Ranveer Show, we are joined by Prof Arun Kumar (PhD in Economics), who shares deep insights on the impending global economic crisis, the impact of Super El Niño, AI's threat to mental labor, and the hidden realities of the Indian unorganized sector. This episode takes you into the complexities of global geopolitics, the fertilizer shortage, and the strategic roadmap India needs to navigate the next decade.In this conversation with Prof Arun Kumar, we talk about the Four Major Crises facing India, the displacement of jobs by Artificial Intelligence, the importance of a bottom-up economic approach, and the rising trade deficit with China. We also understand the impact of the West Asia crisis on global oil prices, the reality behind "Stagflation," and how India can achieve true strategic autonomy by investing in R&D and supporting the micro-sector through cooperatives.This episode also covers the Super El Niño's effect on agriculture, the decimation of MSMEs, the new Cold War between the US and the China-Russia-Iran block, the role of black money in hurting productivity, and the future of energy through coal gasification and solar power.This podcast is a valuable resource for anyone interested in Macroeconomics, Geopolitics, AI and Job Security, Indian Agriculture, Global Trade, and the future of the Indian Economy.(00:00) – Start of the episode(01:50) – 4 Major Crises Coming Soon(02:42) – The Super El Niño Threat(04:53) – Real Impact on Indian GDP(06:24) – China's Secret Growth Model(08:32) – The Threat to 11 Crore Jobs(10:43) – Fertilizer & Global Oil Shortage(12:37) – AI: The End of Mental Labor?(15:14) – Will Humans Become Obsolete?(17:39) – Indian Tech vs US Tech(19:22) – The New Global Cold War(22:26) – Why India Fails at R&D(25:54) – Our Dangerous Dependency on China(30:51) – The Reality of Unemployment(34:01) – Black Money & Productivity Loss(38:58) – Harsh Truth of Indian Policy(41:26) – Why You Should Stop Buying Gold(46:45) – Explaining Stagflation & Recession(53:04) – US, Iran, & The Global Oil War(1:00:14) – China's Master 30-Year Plan(1:03:08) – End of the episode#geopolitics #india
Welcome into the Young Dad Pod—whether you're running on fumes from night feeds, chasing toddlers, or trying to hold it together at work and home—thanks for being here and tuning in.Today's guest is Tim Thomas, a former Special Forces operator turned wellness coach, mental health advocate, and founder of Breathwork in Bed. Tim's journey from combat zones to calming breathwork has helped transform the lives of veterans, parents, and everyday people by showing them the power of rest, resilience, and connection. He's raised over $1M for mental health research, saved lives, and now he's here to help us sleep better, stress less, and step into our power as men and dads.If today's episode spoke to you, hit up breathworkinbed.com.au to grab your 28-day free trial of the app. Better sleep and less stress are just a breath away.Visit the website for interactive activity guides and everything YDP- www.youngdadpod.com Click the link for YDP deals (Triad Math, Forefathers, and more) - https://linktr.ee/youngdadpod Interested in being a guest on the Young Dad Podcast? Reach out to Jey Young through PodMatch at this link: https://www.joinpodmatch.com/youngdadLastly,consider making a monetary donation to support the Pod, https://buymeacoffee.com/youngdadpod.Chapters00:00 Introduction to Tim Thomas and His Journey02:38 The Importance of Connection and Communication Among Men05:40 Breaking Isolation: The Power of Shared Experiences08:32 Understanding Pain and Loneliness in Men's Lives11:09 The Role of Authentic Conversations in Healing13:49 The Impact of Parenting on Personal Development16:33 The Cost of Living as an Energetic Pauper18:52 Investing in Yourself for Greater Returns21:41 The Power of Physical Activity in Men's Conversations24:02 Transforming Struggles into Fertilizer for Growth26:40 The Journey of Generosity and Healing29:32 Conclusion: Embracing Growth and Connection36:45 Understanding Energy Drain and Sovereign Skin40:29 The Importance of Sleep and Breathwork46:30 Breathwork Techniques for Couples and Individuals59:08 Practical Breathwork Applications and Final Thoughts
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Welcome to Episode 219 of The Spokesman Speaks podcast. In this episode, we discuss the farm economy with Iowa Farm Bureau economist Dr. Christopher Pudenz and meet a Harrison County farmer and Farm Bureau member who's turning food waste, yard waste, manure and other organic matter into natural fertilizer for farmers. Resources mentioned in this episode Register for Iowa Farm Bureau's 2026 Economic Summit, July 17 in Ankeny. Learn more about Farm Bureau member Abe Sandquist and his company, Natural Fertilizer Services. Join us in celebrating America's 250th birthday and the roots of our freedom!
A new online computer program helps producers determine whether irrigation systems are applying water uniformly and estimate waste costs, and forecasters are reminding farmers and ranchers that no two El Niño weather patterns are exactly alike.
Nepal's agriculture sector stands at a crossroads. In this episode, Dr. Ashesh Bhattarai shares his perspective on Nepal's agriculture budget, fertiliser dependency, livestock development, food security, agricultural insurance, and the opportunities that could shape the future of farming in Nepal. From bird flu and fertiliser imports to self-sufficiency, entrepreneurship, and the future of agriculture, this conversation explores the realities, challenges, and opportunities facing one of Nepal's most important sectors. Timestamps 00:00 Episode Highlights 01:35 Introduction 01:56 First Impressions of the New Agriculture Budget 02:16 Why the Agriculture Budget Shrank 03:17 Where 70% of the Budget Goes 04:15 Research, Innovation & Agricultural Development 07:35 A Grant Model That Actually Makes Sense? 14:28 The Global Fertilizer Challenge 16:01 Organic Fertilizer: Nepal's Untapped Opportunity 18:36 Have Farmers Been Heard? 19:33 Why Nepal Still Depends on Imported Fertilizer 22:44 Communicating Farmer Concerns to Policymakers 24:11 Bird Flu and Its Impact on Farmers 28:31 The Reality of Agricultural Insurance 31:41 Why Many Farmers Avoid Insurance 33:34 Nepal's Most Successful Agriculture Sector 34:03 Are We Already Self-Sufficient in Livestock? 45:49 Why Farming Is a Matter of Pride in Some Countries 54:49 Finding Nepal's Agricultural Strengths 58:54 The Story Behind "Balen Cheese" 59:49 Food Security and National Security 01:00:48 Why Food Security Matters to Every Nepali 01:03:00 Can Agriculture Create Prosperity? 01:03:33 The Most Underrated Business in Nepal? 01:03:56 Why Agriculture Can Be a Lifestyle Business 01:05:35 Final Thoughts ___________________________________________________________________________________________________ Want to become a video podcaster? Get info: https://becomeadoer.com/programs/become-a-video-podcaster?utm_medium=YT&utm_source=organic If you love reading, don't miss our newsletter on Substack Link: https://substack.com/@doersglobal? Want to join us live in the studio as an audience member? Fill out this form: https://forms.gle/xZi8yptyoxkkc6aa8 ✉ Reach out to us at partners@doersnepal.com
AgCast is back — with new vigor but the same goal: bringing farmers and agricultural leaders together for conversations about the ideas, businesses, and decisions shaping the future of agriculture. In the first episode of the new season of AgCast, Chad Fiechter and Todd Kuethe sit down with Hunter Swisher, CEO and founder of Phospholutions, to explore one of the most important — and least understood — challenges facing modern agriculture: phosphate fertilizer. Phosphorus is essential for crop production, but it's also a finite resource controlled by a handful of countries around the world. As fertilizer prices remain a major concern for farmers, this conversation breaks down what's happening behind the scenes — from phosphate mining and global shipping routes to fertilizer production, supply chain disruptions, and what it could mean for farmers heading into future growing seasons. Hunter explains how Phospholutions is working to improve phosphate fertilizer efficiency, why traditional MAP and DAP fertilizers lose much of their value after application, and how new technology could help farmers produce more with fewer inputs. Chad and Todd also discuss: • Why fertilizer supply chains are more complicated than most farmers realize • How global events can impact input availability and prices on the farm • Why fertilizer innovation has been slower than other areas of agriculture • What farmers should understand about phosphate availability heading into 2027 • The future of ag technology, startups, and solving problems across the food system AgCast brings farmers and agricultural leaders together for conversations about the ideas, businesses, and decisions shaping the future of agriculture. Topics: fertilizer prices, phosphate fertilizer, MAP fertilizer, DAP fertilizer, farm inputs, agriculture supply chains, crop production, ag technology, farm profitability
Farmers in Brazil are preparing for the arrival of El Niño in the coming months. The weather pattern affects the country's main producing regions in different ways, but poses threats to crop output and yields. Learn more by listening to the conversation between Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizers report, and Nathalia Giannetti, a contributor to this publication and to Argus AgriMarkets. Topics discussed in this episode include: How the pattern affects Brazil's main agricultural regions Crop volumes and yields during El Niño cycles Outlook for soybean and corn crops in the central-west Outlook for crops in the south region
The grain markets were quietly higher on Wednesday, with the wheat complex finding some great support. Cattle futures were mixed as we near the next Cattle on Feed report and overall, crude oil continued to try and find it's new trading level. Mike Zuzolo with Global Commodity Analytics joins us to discuss the potential role of weather, the energy story, inflation and more in the markets. Find more online by visiting https://www.globalcommresearch.com. As war in the Middle East between the U.S. and Iran is reportedly winding down, fertilizer prices have also been falling in a recent weeks. Are we out of the woods yet when it comes to price, supply, infrastructure and more? Josh Linville, VP of Fertilizer at StoneX, joins us for an update ahead of Father Day's weekend and shares some thoughts on what producers need to remember. Find more online as well at https://www.stonex.com.
Somewhere between the farm and your plate, the story of how your food is grown got hijacked. Not by farmers. By people who have never touched a seed, never watched a crop fail, never had to explain to their banker why the weather won. Dennis Bulani is a fourth-generation Saskatchewan farmer, CEO of The Rack -- one of Western Canada's most respected independent ag retailers -- founder of the Trust Your Plate movement, and author of What a Farmer Wants You to Know About Food. He sat in a room full of entrepreneurs in Arizona while a speaker told everyone that modern farming was poisoning the world. He went home and wrote a book about it. Nine in ten people trust farmers. One in five trust modern farming practices. This is the conversation about how that gap happened -- and what to do with it. Topics and Timestamps 0:00 -- Dan's open: "Somewhere between the farm and your plate, the story got hijacked" 1:07 -- Dennis on the farm right now: wheat year, 1,000 acres, single-crop rotation 1:28 -- The one-crop-per-year strategy and why it works for a busy CEO-farmer 4:15 -- Pulse rotation research: 15% average yield lift across all other crops 5:52 -- Solving phomyces root rot: 5-year research taking peas from 25 to 75 bushels 7:37 -- Published in the American Journal of Plant Science 8:49 -- The Rack's research program: PhD scientist, 6 agronomists, 12 field trials annually 10:00 -- The 100-bushel canola goal and what the "kitchen sink" trial actually proved 13:06 -- How "Rogue" was born: Dr. Bill Brown, manganese-zinc surfactant, and 10-12% yield lift 17:10 -- Rogue in Liberty Canola and what glyphosate actually does to manganese and zinc 18:36 -- Dennis's animal science degree: balancing plant rations is the same science as balancing cattle rations 22:13 -- From Eli Lilly to building The Rack: how an animal nutritionist ended up selling gas 26:00 -- Strategic Coach and the size of the problems Dennis is now willing to take on 30:00 -- The Arizona room: a speaker says modern farming is poisoning the world. Dennis goes home and writes a book. 35:00 -- The trust gap: 9 in 10 people trust farmers but only 1 in 5 trust modern farming practices 38:00 -- The MSG story: how one bad idea gets into the bloodstream of a culture and never leaves 39:39 -- Fertilizer supply chain: urea forecasting, import terminals, and the 2026 seeding sprint 41:13 -- Trump and geopolitics: the Straits of Hormuz theory and what it means for urea prices 43:05 -- Are farmers making money? The 2026 economics at $820 spring wheat 44:09 -- Why Canadian farmers are the most resilient in the world -- and the crow rate story that explains it 47:06 -- "The most advanced, educated farmers in the world" -- how adversity built Western Canadian agriculture 50:52 -- Biological products: the seaweed trial, what the research actually showed, and how to think about new claims 53:48 -- Zinc deficiency in 70% of soil tests -- the right form, timing, and strategy for zinc 59:27 -- Phosphate threshold: 20-25 ppm as the floor that separates good yields from great ones 1:04:29 -- The Rack spends $600,000 a year on replicated research -- and shares results with competitors for free 1:07:00 -- The retail landscape is changing: what separates partners from order-takers 1:08:53 -- AI and the future of ag retail agronomy 1:17:57 -- The novel: 60% true story, Kyrgyzstan, post-communist winter wheat, and Fibonacci numbers 1:20:07 -- Writing the book for "Aunt Nancy from Vancouver" -- and hiring four fact-checkers 1:22:13 -- "Never have we lived longer, never have we been healthier" -- Canada's 84-year life expectancy 1:26:07 -- Aunt Nancy from Vancouver: why farmers avoid the conversation -- and why they shouldn't 1:27:09 -- TrustYourPlate.com as a reference tool for farmers to use in the moment 1:30:42 -- The three biggest myths in consumer agriculture 1:31:15 -- The eyedrop analogy: one-third of one drop per square foot per year is all the chemical farmers apply Resources Mentioned What a Farmer Wants You to Know About Food -- Dennis Bulani (book, available on Amazon, Kindle edition) Trust Your Plate -- trustyourplate.com (reference tool for answering food safety questions) The Rack -- Rack Petroleum, Bigger, Saskatchewan (ag retail, fuel, fertilizer, research division) Rogue -- The Rack's proprietary manganese-zinc surfactant product (developed from Dr. Bill Brown's research) American Journal of Plant Science -- published The Rack's pea phomyces root rot research Ultimate Yield -- The Rack's agronomy division AgLink Canada -- independent ag retailer association (Dean Falls, Director) Nutrients for Life Canada -- distributing the book to school teachers across Canada Dr. Aaron Corey -- PhD scientist, The Rack research division Dr. Bill Brown -- glyphosate and surfactant researcher, Ontario; Hellfire surfactant Strategic Coach -- Dan Sullivan's entrepreneurship program CAAR -- Canadian Association of Agri-Retailers University of South Dakota / University of Nebraska -- crop rotation and phosphate research referenced Connect with Dennis Bulani Website: trustyourplate.com Book: What a Farmer Wants You to Know About Food -- search Amazon LinkedIn: Dennis Bulani Connect with Growing the Future Website: growingthefuture.ca YouTube: Growing the Future Instagram: @growingthefuturepodcast LinkedIn: Growing the Future Register for the Convergence Conference at convergence.ag and stay updated by subscribing to the Growing the Future Podcast at growingthefuturepodcast.ca.
In this episode of Maximize Your Hunt, the host discusses various strategies for improving hunting properties through effective land management and habitat improvement. The conversation covers the importance of cooperation among plants, innovative pruning techniques, and the integration of pioneer species to enhance soil health and biodiversity. The host also shares insights from a master class and emphasizes the significance of designing optimal habitats for deer, ultimately aiming to create a sustainable and productive environment for both wildlife and hunters. In this conversation, the speakers delve into the intricacies of tree planting, pruning techniques, and the importance of creating healthy ecosystems for wildlife, particularly deer. They discuss the significance of timing in pruning, the tools that can be used, and the ecological principles that govern successful land management. The conversation also touches on the role of pioneer species in establishing a thriving habitat and the practical steps one can take to improve deer habitat on their property. Additionally, the speakers highlight the importance of sustainable practices in the nursery business and the benefits of using simple tools like machetes for efficient land management. Takeaways The podcast focuses on maximizing hunting properties through land management. Master classes provide hands-on learning experiences for advanced hunting strategies. Cooperation among plants can enhance soil health and biodiversity. Pruning techniques are essential for maintaining tree health and productivity. Integrating pioneer species can improve soil conditions for fruit trees. Pruning can induce new growth and vigor in surrounding plants. Designing habitats with diverse plant species benefits wildlife. High-density plantings can create optimal conditions for deer. Understanding plant relationships is crucial for effective land management. Intensive habitat management can reclaim degraded landscapes. Planting trees can reclaim degraded agricultural land. Pruning is essential for tree health and productivity. Timing of pruning affects tree growth and vigor. Branches contain a high percentage of tree nutrients. Using simple tools can be effective for land management. High-density plantings can reduce vole damage. Creating diverse habitats attracts more wildlife. Pioneer species are crucial for soil health. Establishing a nursery can support sustainable practices. Effective land management benefits both wildlife and humans. Social Links https://www.instagram.com/erik.schellenberg/ https://bcfnursery.com/home https://whitetaillandscapes.com/ https://www.facebook.com/whitetaillandscapes/ https://www.instagram.com/whitetail_landscapes/?hl=en Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Sherri Harrah, the HomeShow Garden Pros, tackles relocating a mature Boxwood, discusses mixing remineralizes and fertilizers, and talks bugs…. leaf footed and mealy in this podcast from Saturday, June 13th, 2026 as heard on SportsRadio 610. The post Boxwood Relocating, Mixing Fertilizers, Lots of Bugs -260613-H1 appeared first on HomeShow Garden Pros Radio.
With input costs remaining high and profit margins under pressure, producers are increasingly looking for ways to improve productivity without simply adding more fertilizer, more irrigation, or more crop inputs. In this episode of North American Ag Spotlight, host Chrissy Wozniak sits down with Chad Godsey, Chief Agronomist at Green Evolution Technologies, to discuss how growers are evaluating new technologies, why efficiency has become the new benchmark for success, and how innovations at the soil and root level may help unlock future yield gains.Chad brings a unique perspective to the conversation, combining a PhD in Agronomy and Soil Science with a lifetime of farming experience on his family's multi-generational Colorado farm. He shares how his work as a consultant across more than 100,000 acres has shaped his views on technology adoption and why today's farmers are demanding proven, measurable results before investing in new products.The discussion explores how growers are increasingly conducting their own on-farm trials to validate new technologies and why return on investment has become the deciding factor in purchasing decisions. Chad explains that while farmers have been inundated with new products in recent years, many are now focused on technologies that can consistently improve water-use efficiency and nutrient-use efficiency rather than simply promise yield increases.A major focus of the episode is Green Evolution Technologies' InteliGel hydrogel platform. Chad explains how the technology works by absorbing and storing water and nutrients within the soil profile, making them available to crops during periods of stress. He discusses how the hydrogel can be applied using existing farm equipment, reducing barriers to adoption while fitting into current farming practices.The conversation also dives into field trial results from corn and soybean production systems. Chad shares data from third-party research that demonstrated significant yield improvements and profitability gains, particularly during periods of late-season drought stress. He also discusses the potential for multi-year benefits from a single application, an important factor when evaluating long-term return on investment.Listeners will hear Chad's perspective on the challenges facing ag technology companies, including the common mistake of bringing products to market before they have been fully validated across different environments and management systems. He offers practical advice for growers evaluating new products, emphasizing the importance of establishing clear benchmarks and measuring efficiency improvements over time.Whether you're interested in water management, nutrient efficiency, precision agriculture, or the future of crop production, this episode offers valuable insights into how innovative technologies are helping farmers do more with less while maintaining profitability.Learn more about Green Evolution Technologies and InteliGel by visiting https://greenevolutiontechnologies.com, or send Chad an email with your questions to chad@hydrogel.us.Thank you to Chad Godsey for joining us on North American Ag Spotlight and sharing his expertise on the future of agricultural productivity.Send us Fan MailEcorobotix, together with DFS Finance & AgDirect, is making it easier for growers to access the ARA Ultra High Precision Sprayer. Flexible purchase and lease programs offer competitive rates, deferred payments, and end-of-term options, helping farms cut inputs, reduce labor & boost profitability without straining cash flow. Learn more HERESubscribe to North American Ag at https://northamericanag.com
In the inaugural episode of Energy in Action, Intertek Caleb Brett's new podcast series exploring the challenges and opportunities shaping global energy and commodity markets, host Nick Davies sits down with supply chain and commodity trading expert Hiti Taluja to discuss the evolving landscape of fertilizer supply chains.As Australia becomes increasingly reliant on imported fertilizers, the industry faces growing complexity driven by geopolitical uncertainty, shifting trade dynamics, biosecurity requirements, ethical sourcing expectations, and heightened regulatory scrutiny. Drawing on more than 20 years of experience across fertilizers, chemicals, and bulk shipping logistics, Hiti shares practical insights into supplier due diligence, supply chain governance, compliance risk management, and the importance of building trusted, resilient sourcing relationships.Together, Nick and Hiti explore why transparency, verification, and independent assurance have become essential tools for organizations seeking to protect supply continuity and strengthen commercial performance in an increasingly volatile market. Listen in for expert perspectives on navigating risk, maintaining compliance, and building more resilient fertilizer supply chains for the future.Follow us on- Intertek's Assurance In Action || Twitter || LinkedIn.
Hear Argus' essential analysis fertilizer demand destruction, as the impact the Middle East conflict continues to shake global markets. This episode focuses on what demand destruction is, why it'shappening and how the ripple effects could hit North America, South America and Europe. We also explore whether farmers are delaying application, if crop margins are collapsing, food inflation – and how governments are responding. Join Mike Nash, Senior Editor – Fertilizers, Claudia Wlk, Editor – Argus European Fertilizer, Taylor Zavala, Deputy Editor – Argus North American Fertilizer and Renata Carderelli Gabrielli, Editor – Argus Brazil Grains and Fertilizer as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.
Send us Fan MailOn Episode 95 of The Plant Movement Podcast, Keith Crouse of Howard and Son Farms returns for his second appearance on the show to share a practical, no-nonsense look at what it takes to build a nursery from the ground up.Keith balances life as a firefighter while growing Howard and Son Farms, a nursery operation focused on liner production, propagation, and continuous improvement. In this episode, he pulls back the curtain on everything from greenhouse construction and irrigation management to financing growth, hiring employees, calculating plant costs, and building a nursery business that can scale.This conversation is packed with actionable advice for growers, nursery owners, landscapers, and entrepreneurs looking to understand the realities of operating a successful nursery.Topics include:
Fertilizer helps grow the food that fills grocery store shelves, and concerns about competition in the fertilizer industry are now drawing attention from federal regulators. North Dakota farmer Adam Ladwig was part of a group asking questions about pricing, consolidation and transparency in one of agriculture's most important industries.
Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50.
06/08/26: Alisa Mitskog serves in the North Dakota State Legislature representing District 25 out of Wahpeton. (Joel Heitkamp is a talk show host on the Mighty 790 KFGO in Fargo-Moorhead. His award-winning program, “News & Views,” can be heard weekdays from 8 – 11 a.m. Follow Joel on X/Twitter @JoelKFGO.)See omnystudio.com/listener for privacy information.
Andreas Steno Larsen and Mikkel Rosenvold are back to break down Red Friday and whether the market reaction to the latest jobs report was justified. They unpack what the data is really saying about growth, labor markets, liquidity, and the path for risk assets heading into summer.Timestamps:01:05 - Macro Mondays: Red Friday, Jobs Shock, and Middle East Risk03:15 - Real Vision Updates, Alpha Access, and This Week's Schedule05:40 - What Actually Caused Friday's Market Selloff?07:21 - Nasdaq Damage, CTA Flows, and Why the Straight-Line Rally Is Over09:45 - Was Friday a VaR Shock and What Happens Next?12:06 - The Jobs Report, World Cup Hiring, and Why Payrolls Beat Expectations14:07 - Kevin Warsh, the Fed, and Why Rate Cuts Just Got Harder17:38 - SpaceX IPO, Big Tech Equity Raises, and the Liquidity Squeeze22:01 - The One Chart to Watch: AI Token Pricing and the Data Center Trade24:37 - Iran, Israel, and Why Markets Still Aren't Panicking27:24 - Oil, Fertilizer, and Why the Hormuz Crisis Trade Keeps Fading#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics #markets #Iran #jobs
Hear Argus' essential analysis of the what's driving Australia's phosphate market, focusing on the impact of the Middle East conflict, current market dynamics, Australian's phosphate projects, import trends, how Argus' weekly MAP 10-50 fca Geelong price assessment has reacted and Australian market sentiment on next season. Join Tom Hampson, Global Editor – Phosphates and Susy Cornford, Market Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: How are the fundamentals of the Australian phosphate market developing? What changes have there been around Phosphate Hill? What are the latest updates on Australian phosphate projects including PRL's Ardmore site, Avenira, Ammaroo, and Northwest Phosphate? Australia is also a significant importer of phosphates - how are imports looking so far this year? How significant is the impact of the US-Iran war? Has Argus' weekly MAP 10-50 fca Geelong price assessment reflected the global price trend? What is Australian sentiment on next season? Related links Argus Phosphate price reporting service | More info | Request trial More information: Phosphate short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series
Fertilizer can be confusing - when should you use it and what type should you use? Stacey and Rick break down the basics of fertilizer, understanding NPK, fertilizer ratios, and the plants that benefit most from the extra boost.
Hear Argus' essential analysis of China's potash market, focusing on China's 2026 MOP contract, developments in China's domestic market, importer and trader pricing, China's domestic dual pricing system, impact of the Middle East War and expectations for China's 2027 MOP contract. Join Huijun Yao, Editor – Asia Fertilizers and Johanna Jing, Market Analyst, Phosphate, Potash and NPKs, as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series. Key questions answered in this podcast: What impact has China's 2026 MOP contract had? What are the latest developments in China's domestic potash market? Why are major importers keeping their prices steady, despite traders' prices softening slightly? What influence does China's domestic dual pricing system have? How is the Middle East war and its impact affecting Chinese importers' views on this yea'rs MOP supply? What are the expectations for China's 2027 MOP contract? Related links Argus Potash price reporting service | More info | Request trial Argus NPKs price reporting service | More info | Request trial More information: Potash short and mid to long-term outlook services Free newsletter sign up: Argus Fertilizer Market Highlights Fertilizer Matters podcast series
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Corn futures fell for a third straight session with the Dec26 contract settling near $4.67/bu—its lowest since late February—pressured by favorable Corn Belt weather and no Chinese buying since the mid-May summit.
Approximately one-third (about 30%–34%) of the world's seaborne fertilizer trade passes through the Strait of Hormuz.With the Strait closed for so long now, there is growing concern there will be insufficient fertilizer for the Northern Hemisphere harvest this year (which contains 87% of the world's population)Is another Arab Spring -- this time, worldwide -- likely as a result?To find out, we talk with Bruce Sherrick, Professor at the College of Agricultural, Consumer and Environmental Sciences at Univ of Illinois Urbana-Champaign.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#fertilizer #foodcrisis #iranwar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.
In this episode, we kick things off with a major private equity play in the intermodal freight space. Open Road Ventures announced it has acquired Double-Stack Logistics, an intermodal freight broker with direct rail relationships and a fleet of over 150 containers. The company specializes in converting freight that typically moves over the road into intermodal shipments, and the backing will allow Double-Stack to expand its service offering and North American footprint. Next, we explore a massive break for drivers hauling fertilizer as FMCSA grants hours-of-service waivers across 34 states to ease a critical squeeze on fertilizer supplies. Running from May 26 through August 26, the waiver allows drivers to operate for sixteen hours in a twenty-four-hour period—far beyond the standard eleven-hour limit—and eliminates the electronic logging device requirement, giving farmers the narrow window they need to get fertilizer applied during spring planting season. Finally, we unpack a bitter legal battle in the air cargo charter market where GlobalX Airlines is suing Ascent Global Logistics for $30 million, alleging the former investment partner steered charter work to its own subsidiary. According to the complaint, Ascent assigned hundreds of charters per month worth up to $15 million to USA Jet Airlines while only referring about $1 million in flights to GlobalX over three years, a stark breach of their exclusive freight brokerage agreement. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode of the Closing Market Report examines long-term consolidation trends within the U.S. agricultural sector. Henrique Monaco details findings from a farmdoc daily article on the U.S. nitrogen fertilizer industry, explaining that high concentration—with the top four companies controlling 70% of domestic ammonia production capacity—is the expected result of cost-based competition in a mature commodity market, rather than a reaction to recent geopolitical supply shocks. Agricultural economist Jim MacDonald expands on this theme by outlining parallel consolidation at the farm level. Utilizing a 2,000-acre threshold to ensure consistent tracking devoid of inflation-related distortion, MacDonald notes that large operations expanded their share of U.S. cropland from 15% in 1987 to 41% by 2017. Both experts underscore that economies of scale and cost efficiency remain the primary catalysts for industry consolidation, from input manufacturing to farm-level crop production.- Henrique Monaco, farmdoc Researcher - University of Illinois - Jim MacDonald, Agricultural Economist - University of Marylandfarmdoc Daily Article https://farmdocdaily.illinois.edu/2026/05/consolidation-trends-in-the-us-nitrogen-fertilizer-industry.html ★ Support this podcast ★
North Dakota Corn Growers Association Secretary/Treasurer Adam Ladwig recently traveled to Texas to meet with FTC Chairman Andrew N. Ferguson to discuss the rise in fertilizer prices and its impact on America's farm families.See omnystudio.com/listener for privacy information.
USDA Secretary Brooke Rollins recently announced a few major steps toward strengthening American fertilizer production.
Most hunters overlook the vital connection between soil health and the health of whitetail deer — but Ian Simpson blows the lid off these hidden influences. Discover how Illinois farms, soil health, and even the chemicals we use can shape the size, migration, and overall wellbeing of America's most iconic game animals. If you've ever wondered how climate change, solar farms, and farming practices impact deer behavior, this episode reveals the unseen butterfly effects threatening the future of hunting.Check out the new website:https://www.redbeardoutdoors.net/DISCOUNTS and Support The Show 1st Phorm Favorites:https://1stphorm.com/products/post-workout-stack/?a_aid=RedBeardOutdoorsSheepFeet Custom Orthotics:https://sheepfeetoutdoors.com/?ref=REDBEARDCode - REDBEARDLAST LIGHT:https://lastlightllc.com/?ref=REDBEARDCode - REDBEARDBarbell Apparel:Https://www.barbellapparel.com/redbeardCode - RedBeardOllin Digiscoping:https://ollin.co/?ref=REDBEARDCode: RedBeardGoRuck:https://alnk.to/gKTTRMeCode: REDBEARDOUTDOORSSumet:https://www.sumet.com/?ref=RedBeardCode - RedbeardTuffJug:https://tuffjug.com?sca_ref=10529106.pS2vdXlnFlA0z5p3Code - REDBEARDStar-Batt:https://star-batt.com/ref/redbeardoutdoors/Code: RedBeardoutdoorsGrayboe:https://www.grayboe.com/?aff=15Code - REDBEARDCRUZR Saddles:https://cruzr.com/id/20/Code - RedBeard
This is an excerpt from my podcast This Week in Geopolitics. I record new episodes every Monday so give me a follow if you would like to see more!
This Farm Talk segment is brought to you by North Dakota Corn. NDCGA Sect/Treasurer Adam Ladwig recently traveled to Texas to meet with FTC Chairman Andrew N. Ferguson to discuss the rise in fertilizer prices and its impact on America's farm families.See omnystudio.com/listener for privacy information.
I've updated my recommendation for the sand quantity to apply for every unit of clipping volume harvested, if your goal is to keep surface organic material constant. Bjarni and I discussed topdressing by this method and the new equation that finds this sand amount.We discussed this post: https://www.asianturfgrass.com/post/sand-topdressing-ratios-clipping-volume/The PACE Turf table of sand rates based on surface organic material is at https://www.paceturf.org/public/sand-and-clipping-volumeBjarni and I discussed the spring green-up and growth from adding sand: https://www.asianturfgrass.com/post/turfgrass-mystery-the-case-of-the-greener-grass/Read more about all kinds of turfgrass topics at https://www.asianturfgrass.com/Find a suite of decision-making tools at https://www.paceturf.org/Get free ATC newsletters at https://www.asianturfgrass.com/newsletter/ Find out more about soil tests with ATC at https://www.asianturfgrass.com/project/soil-tests/
Rusty Halvorson and Sarah Heinrich shares some of the week's top stories in agriculture.See omnystudio.com/listener for privacy information.
May 28, 2026 – Senior Bloomberg Intelligence agriculture analyst Alexis Maxwell discusses the sweeping impact of the ongoing Strait of Hormuz blockade on global fertilizer markets. She explains how it has disrupted key nutrients like nitrogen...
The Strait of Hormuz's closure has driven up prices for fertilizer and diesel, two inputs essential for agricultural production. Considering how farmers pre-buy fertilizer and crops take months to grow, the higher costs may not be fully passed on to consumers until the spring of 2027. Agricultural production will be a bellwether as the Fed waits to see the second-order effects of higher oil prices on broader consumer inflation. In this episode, we talk with Alexis Maxwell, Senior Analyst for Fertilizer with Bloomberg Intelligence, about how the war in Iran is increasing costs for agricultural production, farmers' alternatives to conventional fertilizer, and the energy shock's delayed impact on consumer food prices.
Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard. Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China's fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027. Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets.
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Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Stijn Schmitz welcomes Adrian Day to the show. Adrian Day is CEO of Adrian Day Asset Management & Manager of EuroPacific Gold Fund. Day sees the recent weakness in oil as a potential buying opportunity, particularly if a peace deal triggers a further short-term drop. He argues that beyond temporary disruptions, the underlying supply picture is bullish because oil has been chronically underinvested for years. With US shale production peaking and no clear new major source of global supply to meet consistent demand growth, he views a sustained move above $150 per barrel as a plausible base case. He is waiting for exaggerated drops in oil stocks to build positions, favoring companies with strong balance sheets. Broadening the discussion to the wider commodity complex, Day notes that resource stocks are near 100-year lows relative to the equity market. He identifies a long-term cycle shift where foreign markets are beginning to outperform the US after 15 years of underperformance, a trend he expects to continue for years. This rotation out of large-cap US tech into international value creates opportunities in deeply undervalued markets like the UK, Hong Kong, and Singapore. Regarding precious metals, Day believes gold and gold stocks currently offer the best risk/reward. Central bank and institutional buying remains price-agnostic and robust, driven by a strategic desire to diversify away from the dollar. While short-term interest rate narratives have held back some buyers, he argues that an eventual peace deal would allow rate cuts, which is very positive for gold. Valuations across royalty companies and mid-tier producers are historically attractive on free cash flow metrics. He advises clients with existing large allocations to hold firm, while those new to the sector should consider building substantial positions. Overall, Day sees gold as the best commodity to own now, even as other hard assets may eventually begin to outperform within the broader cycle. Timestamps: 00:00:00 – Introduction 00:00:43 – Oil Supply Disruption Analysis 00:02:51 – Oil Price Projections Scenarios 00:11:05 – Oil Producers Valuations Review 00:15:47 – Fertilizer and Commodity Disruptions 00:21:45 – Gold and Silver Stocks Outlook 00:23:00 – Foreign Markets Outperformance Trends 00:30:30 – Gold Risk Versus Reward 00:39:00 – Gold Miners Valuations Discussed 00:47:40 – Silver Market Analysis Today 00:49:30 – Commodity Super Cycle Thesis 00:55:00 – Coal and Supply Security 00:57:30 – Concluding Thoughts Guest Links: Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.
Habitat Podcast #387 - In today's episode of The Habitat Podcast, we are back in the studio with Cale Giddens of Plot Blaster! We discuss: Plot Blaster was built to solve common ATV sprayer frustrations. A boomless sprayer can reduce broken nozzles and bent booms. Staggering food plot planting can spread out weather risk. Small sprayer setups make it easier to manage plots in phases. Liquid fertilizer and lime are becoming more useful for food plotters. Drought years often come down to getting seed up and praying for rain. Clover can be king if you have the patience to establish it. Throw-and-mow remains one of Cale's favorite planting methods. Food plot screens can make deer feel safer in open plots. Pushing too close to bedding can move mature bucks off your property. And So Much More! Shop the New Native Seed Collection from Vitalize Seed here: https://vitalizeseed.com/collections/vitalize-native-product-line Use Code HABITAT26 and Get Your Plot Blaster Here: https://plotblaster.com/ PATREON - Patreon - Habitat Podcast Brand new HP Patreon for those who want to support the Habitat Podcast. Good luck this Fall and if you have a question yourself, just email us @ info@habitatpodcast.com -------------------------------------------------------------------------- Patreon - Habitat Podcast Latitude Outdoors - Saddle Hunting: https://bit.ly/hplatitude Stealth Strips - Stealth Outdoors: Use code Habitat10 at checkout https://bit.ly/stealthstripsHP Midwest Lifestyle Properties - https://bit.ly/3OeFhrm Vitalize Seed Food Plot Seed - https://bit.ly/vitalizeseed Down Burst Seeders - https://bit.ly/downburstseeders 10% code: HP10 Morse Nursery - http://bit.ly/MorseTrees 10% off w/code: HABITAT10 Packer Maxx - http://bit.ly/PACKERMAXX $25 off with code: HPC25 First Lite - https://bit.ly/3EDbG6P LAND PLAN Property Consultations – HP Land Plans: LAND PLANS Leave us a review for a FREE DECAL - https://apple.co/2uhoqOO Morse Nursery Tree Dealer Pricing – info@habitatpodcast.com Habitat Podcast YOUTUBE - https://www.youtube.com/channel/UCmAUuvU9t25FOSstoFiaNdg Email us: info@habitatpodcast.com habitat management / deer habitat / food plots / hinge cut / food plot Learn more about your ad choices. Visit megaphone.fm/adchoices
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Stijn Schmitz welcomes back Simon Hunt to the show. Simon is a consultant on the global economy, China, and the copper industry. The discussion opens with the ongoing disruption in the Strait of Hormuz and its profound implications for global energy supplies. Hunt explains that Saudi Arabia is attempting to broker a new regional architecture involving China, Russia, Pakistan, and Turkey, partly in response to Iran's demonstrated military capabilities. He assesses only a fifty percent chance of success, warning that even if a ceasefire is reached, reopening the strait to normal traffic could take months, and oil stockpiles in Asia, Europe, and America may be exhausted by mid-July. This supply crunch, he argues, makes a global recession nearly certain by year-end, deepening significantly in the following year. The conversation shifts to China's strategic positioning. Hunt notes that China anticipated American geopolitical moves and has diversified its energy sources through pipelines from Russia and Kazakhstan, alongside massive domestic coal and renewable capacity. This allows China to withstand the Hormuz closure indefinitely, unlike Western nations. The discussion then turns to the evolving global monetary order, where Hunt describes a BRICS-led effort to create a multipolar system anchored in physical gold. He details China's construction of Shanghai Gold Exchange vaults in Saudi Arabia and Hong Kong, enabling trade settlement in non-G7 currencies convertible to gold. While he sees gold prices reaching double-digit thousands in five years, he cautions that America is unlikely to revalue its gold reserves and warns of potential government confiscation during crises. On commodities, Hunt challenges the prevailing supercycle narrative, calling it premature. He predicts that a deep recession will cause physical demand to collapse, outweighing current supply constraints. He specifically highlights copper, noting that NVIDIA's shift to photonics could eliminate copper from data centers by 2028, undermining a key demand thesis. Strategic stockpiling of critical minerals by governments will eventually follow, but processing capacity remains a bottleneck controlled by China. Timestamps: 00:00:00 – Introduction 00:01:00 – Middle East Conflict Origins 00:03:46 – New Gulf Security Architecture 00:06:05 – Oil Supply Disruption Impacts 00:08:06 – Straits of Hormuz Reopening 00:08:37 – China Trump Trade Dynamics 00:12:25 – Oil Prices Futures Disparity 00:14:14 – Fertilizer and Food Crisis 00:16:10 – BRICS Monetary System Shift 00:22:51 – Bond Yields and Instability 00:25:02 – Recession Outlook and Assets 00:30:40 – Commodity Supercycle Analysis 00:33:00 – Concluding Thoughts Guest Links: E-Mail: mailto:simon@shss.com Website: https://simon-hunt.com/ Report: https://www.theinstitutionalstrategist.com/products-and-services/frontline-china/ Simon Hunt began his career in 1956 in Central Africa as a PA to the Chairman of Rhodesian Selection Trust, one of the two large copper companies in what was then Northern Rhodesia, now Zambia. In 1961, he came back to London and joined Anglo American Corporation of South Africa as a PA to one of the Board Directors, followed by being part of a small sales and marketing team for copper. From there, he helped start up a new copper development organization, CIDEC, financed by copper producers, which he then joined, focusing on conducting end-use studies of copper in Europe. He then went into the City to gain financial experience and founded Brook Hunt in 1975. He was instrumental in setting up the company’s cost studies and end-use analyses. Simon appeared as material witness and consultant in two ITC anti-dumping cases in 1978 and 1984, winning both at the commission level. He has spent 2-4 months every year in China since 1993, and until a few years ago would be visiting some 80 wire and cable and brass mill factories across the country every year. He now restricts these factory visits to a smaller number, all of which he has known for many years. Simon also spends many weeks each year traveling around Asia. The focus of the company’s services is on the global economy, including the changing geopolitical and financial structures, China’s economy and its copper sector, and then the global copper industry as each part is interconnected. Simon is the author of the “Frontline China Report Service,” which is marketed by the TIS Group. The Service provides regular reports on China’s economy, politics, and financial outlook. Simon established this company in January 1996.
When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers were hit far harder than others, revealing how location-based risk can emerge deep within a supply chain.Host: Gabriela de la Serna, MSCI Sustainability & ClimateGuest: Cole Martin, MSCI Sustainability & Climate
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
Stijn Schmitz welcomes Mining Stock Monkey to the show. The discussion centers on navigating the current commodity cycle with a disciplined, downside-protection-first approach. He emphasizes that while structural tailwinds like electrification, AI infrastructure, and global poverty reduction support a broad commodities bull market, selectivity is critical. He starts by identifying historically cheap commodities—where low prices eventually cure low prices by curbing supply and boosting demand—and then evaluates individual companies on their risk-reward profiles. Nickel tops his list, but he exclusively seeks high-grade nickel-sulfide deposits, avoiding laterite projects due to severe environmental and human rights concerns in Indonesia. Potash also appears cheap, with BHP's delayed and over-budget Jansen mine potentially discouraging new supply; he notes producers like Nutrien and Mosaic, though he favors royalty exposure through Altius Minerals. In oil and gas, equities are undervalued at spot prices, but the futures curve points to a sharp decline, making him cautious. He prioritizes protecting against large losses, explaining that avoiding a 75% drop is far more valuable than chasing outsized gains. On precious metals, he views the gold bull market as mature after a decade-long run, yet acknowledges that endless money printing and the weaponization of the dollar could drive prices infinitely higher. He is reducing exposure to riskier gold miners and favors royalty companies like Royal Gold, citing its superior margins, built-in growth, relative undervaluation, and potential S&P 500 inclusion as key downside protections. Silver, however, raises concerns: a parabolic chart pattern and the fact that over a billion rural Asians hold silver as savings could trigger massive selling if they cash in on recent price spikes, potentially flooding the market. He also briefly notes that thermal coal's chart resembles a classic bottoming pattern worth investigating. Timestamps: 00:00:00 – Introduction 00:01:06 – Commodities Bull Market Outlook 00:03:40 – Identifying Cheap Commodities 00:06:37 – Attractive Commodities Nickel Oil 00:08:08 – Oil Equities and Supply Risks 00:09:50 – Downside Protection Strategy 00:16:03 – Potash Market Analysis 00:21:44 – Nickel Sulphide Deposits 00:25:40 – Gold Markets Currently 00:30:52 – Miners & Risk/Reward 00:36:12 – Finding Value In Miners 00:42:07 – Junior Explorers & Developers 00:47:05 – Silver Market Thoughts 00:53:57 – Thermal Coal 00:54:48 – Concluding Thoughts Guest Links: YouTube: http://www.youtube.com/@MiningStockMonkey Website: https://miningstockmonkey.com/products/vip X: https://x.com/miningstockguy Substack: https://miningstockmonkey.substack.com Jordan is an independent resource investor and the founder of Mining Stock Monkey. He shares his personal portfolio, dynamic valuation models, and in-depth research with a growing audience of serious investors. His approach is uncompromisingly independent: no corporate sponsors, no investment banking fees, and no hidden agendas. Jordan invests his own capital and transparently shares exactly what he is buying and selling, along with the proprietary valuation models and research that drive his decisions. If you're an asset manager, family office, or high-net-worth investor looking for authentic, high-conviction resource opportunities, you can access Jordan's real-time portfolio and join a private community of like-minded investors here: https://miningstockmonkey.com/products/vip
05 19 26 In-Crop Fertilizer Applications - Foliar and Soil by Ag PhD
President Trump's China challenge, antidepressants risks and withdrawal, U.S. farmers' fertilizer scramble, and building a Christian worldview. Plus, David Closson on targeting Christians, illegal mowing, and the Thursday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Dordt University, whose online MBA and MPA programs prepare leaders for lasting impact. Dordt University. Until All Is Made New.From St. Dunstan's, inviting young men into the building arts and the adventure of holiness on a Blue Ridge Mountains farm... stdunstansacademy.orgAnd from WatersEdge. Most churches aren't ready if their bookkeeper left tomorrow. WatersEdge Ministry Accounting is. Watersedge.com/accounting WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.