Podcasts about grain markets

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Best podcasts about grain markets

Latest podcast episodes about grain markets

Market Journal
Market Journal 1249

Market Journal

Play Episode Listen Later Sep 18, 2026 28:05


Digital Ag Hub, Beef Quality Assurance, Field and Pasture Update, Grain Markets, Weather, Cover Crops

CommBank Agri Podcast
UKR-RUS conflict drives grain markets

CommBank Agri Podcast

Play Episode Listen Later Sep 15, 2026 8:33


Join Dennis Voznesenski, Director, Sustainable and Agricultural Economist at Commonwealth Bank, for this week's Agri Commodity Update — where larger global crops, Black Sea export constraints and surging oil-markets collide with Australian farmgate prices. This week, Dennis unpacks why global wheat prices softened as USDA lifted production and stocks, why Australian APW1 prices fell despite Russian and Ukrainian exports remaining sharply constrained, and how favourable WA and southern crop conditions contrast with increasing dryness risk in northern NSW and QLD. He also breaks down canola's decline as larger global supply outweighed stronger crude oil and import demand, before turning to cattle markets where higher yardings and dry northern conditions are weighing on young cattle, but tight US beef supply remains supportive for processor cows. Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.   Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence.       

McKeany-Flavell Hot Commodity Podcast Series
Russia/Ukraine headlines drive another volatile week for grain markets

McKeany-Flavell Hot Commodity Podcast Series

Play Episode Listen Later Sep 4, 2026 11:36


Renewed peace headlines ease some of the geopolitical risk premium in wheat Will it hold heading into the September WASDE next Friday, Sept. 11? Fundamentally, global wheat stocks could improve? Pay attention to next week if prices continue to ease Potential buying opportunity? Host: Michael Caughlan, President & CEO Expert: Eric Thornton, Vice President

Market Journal
Market Journal 1247

Market Journal

Play Episode Listen Later Sep 4, 2026 28:03


Nebraska Sorghum Field Day, Ag Secretary Brooke Rollins visit to Nebraska, Grain Markets, Weather, Soybean Management Tour, Nebraska Dairy Cows

Grain Markets and Other Stuff
Putin Talks Peace, Grain Markets Get SMACKED

Grain Markets and Other Stuff

Play Episode Listen Later Sep 3, 2026 12:46 Transcription Available


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.

Market Journal
Market Journal 1246

Market Journal

Play Episode Listen Later Aug 28, 2026 27:56


Nebraska-grown Sugar Beets, 4-H Weekend at The Nebraska State Fair, Grain Markets, Weather, Irrigated Water Availability in The Panhandle

Farm4Profit Podcast
Carbon Markets, CI Scores & 45Z: Separating Fact from Fiction

Farm4Profit Podcast

Play Episode Listen Later Aug 26, 2026 22:17


Carbon credits. Regenerative agriculture. CI scores. 45Z. If you've been hearing these terms but still aren't sure what they actually mean for your farm, this episode is for you. Tanner, Corey, and Dave sit down with Kelly Garrett of XtremeAg and Mike Busing of Windy Ridge Ag to unpack one of the most talked-about opportunities facing corn growers today: 45Z. The conversation begins by looking back at the rise and fall of carbon markets. Mike shares his experience helping build one of the country's largest carbon programs through Regenerative Roots, while Kelly explains why the lack of standardized rules ultimately slowed the market's momentum. Together, they discuss why voluntary carbon programs struggled, how international demand still exists, and what lessons were learned from the "Wild West" days of carbon credits. From there, the discussion shifts to 45Z—a federal clean fuel production tax credit that could fundamentally change how ethanol plants value grain. Kelly and Mike explain how carbon intensity (CI) scores work, why low-CI corn could become increasingly valuable, and how competition between ethanol plants may create new revenue opportunities for farmers. They also discuss why the Treasury Department's final guidance is so critical and how regional differences could determine who benefits the most. The group also explores larger questions surrounding government incentives, environmental policy, and whether 45Z is simply another subsidy or a meaningful shift toward rewarding more efficient farming practices. Along the way, they debate whether the current program represents a "carrot" that encourages voluntary change—or whether future regulations could eventually become the "stick" if agriculture doesn't continue improving on its own. Whether you're skeptical, optimistic, or simply trying to understand what everyone is talking about, this episode delivers one of the most practical conversations we've had on the future of carbon markets and the role 45Z could play in improving farm profitability. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Successful Farming Podcast
USDA Report Shakes Up Grain Markets: Is $5 Corn Coming?

Successful Farming Podcast

Play Episode Listen Later Aug 17, 2026 29:40


The August USDA report brought major changes to the grain markets, with higher corn and soybean acreage, lower yield estimates, and tighter ending stocks. Nick Repke and Bob Linneman break down what the report means for corn prices, soybean prices, wheat, and grain marketing strategies heading into harvest. In this episode:

Market Journal
Market Journal 1244

Market Journal

Play Episode Listen Later Aug 14, 2026 28:00


Importance of a Manure Test, Expanding Markets For Ethanol, Grain Markets, Weather, Soybean Gall Midge

The FieldLink Podcast
August WASDE: Bullish Signals & Shifting Grain Markets

The FieldLink Podcast

Play Episode Listen Later Aug 13, 2026 20:59


What does the latest U.S. Department of Agriculture WASDE report mean for the grain markets?   On this episode of the Helena “FieldLink Podcast,” Jody Lawrence of the FieldLink Market Report breaks down the August WASDE report and the bullish news driving market reactions. We'll also explore the bigger factor shaping today's grain markets — including weather, global supply, trade and geopolitical tensions.   Be sure to catch Helena experts at the Farm Progress Show from Sept. 1–3 in Boone, Iowa. Visit our Mobile Innovation Learning Center to get an inside look at the products, services and innovation helping shape the 2027 season.   Tune in for the insights you need to make sense of today's markets and what could be ahead — then join us at the Farm Progress Show to keep the conversation going.   Follow Helena Agri-Enterprises on social media to stay informed:   Facebook: https://bit.ly/3pq8XVJ Instagram: https://bit.ly/347QAO8 X: https://bit.ly/3hwvWdG LinkedIn: https://bit.ly/3pwWLTh YouTube: https://bit.ly/35pLLQJ  

Agweek Podcast
Agweek Market Wrap: Next week's crop condition report could weigh heavily on grain markets

Agweek Podcast

Play Episode Listen Later Aug 7, 2026 8:03


Don Wick of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss grain market factors at play in the first week of August on the Agweek Market Wrap. 

Market Journal
Market Journal 1243

Market Journal

Play Episode Listen Later Aug 7, 2026 28:05


Southern Rust, Sunflowers for Soil Health, Grain Markets, Weather, Crop Disease Update

R2Kast - People in Food and Farming
Field to Front Door – Episode 12 on harvest, grain markets and regenerative farming

R2Kast - People in Food and Farming

Play Episode Listen Later Aug 3, 2026 62:09


Grain Markets and Other Stuff
Corn Belt Rain = Sad Grain Markets

Grain Markets and Other Stuff

Play Episode Listen Later Jul 31, 2026 23:31 Transcription Available


Grain Markets and Other Stuff
Grain Markets PLUNGE to Start the Week - Weather, Black Sea, Crude Responsible??

Grain Markets and Other Stuff

Play Episode Listen Later Jul 27, 2026 14:48 Transcription Available


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.

Successful Farming Daily
Successful Farming Daily, July 21, 2026

Successful Farming Daily

Play Episode Listen Later Jul 21, 2026 5:48


SF Daily – July 21, 2026 | Grain Markets, Crop Ratings, Weather & Ag News Listen to the SF Daily podcast for Tuesday, July 21, 2026, with host Lorrie Boyer, for a quick and informative look at the latest commodity markets, agriculture news, crop conditions, weather, livestock markets, and global events impacting farmers and ranchers. In today's episode: Corn, soybean and spring wheat crop ratings and what the latest USDA numbers mean for grain markets Grain market trends as corn, soybeans and wheat move into overbought territory Geopolitical tensions and trade disputes influencing commodity prices and global grain movement New 50% tariffs on Canadian products and potential impacts on agriculture and trade USDA export inspections for wheat and soybeans, including 213,990 metric tons of wheat inspected Live cattle futures and rising boxed beef prices Extreme heat warnings across several states and the impact on crops, livestock and farm operations Flood warnings for parts of Ohio, Kentucky and West Virginia The latest weather risks as corn enters pollination and soybeans move into pod-filling stages Get your daily update on grain markets, commodity prices, USDA reports, crop progress, farm weather, cattle markets, agricultural trade and the biggest stories impacting U.S. agriculture. Subscribe to SF Daily on Apple Podcasts and Spotify for your morning connection to agriculture and the commodity markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Heartland Market Talk
Grain Markets Pause to Breathe

Heartland Market Talk

Play Episode Listen Later Jul 16, 2026 6:36


We see seasonal selling pressuring grain futures after a sharp rally, but tighter export capacity, resilient demand, and lower yield risks keep the longer-term outlook constructive.

Market Journal
Market Journal 1239

Market Journal

Play Episode Listen Later Jul 10, 2026 28:14


Nebraska Nitrogen Initiative, Commercial Beekeeping, Grain Markets, Weather, NASA's Acres Farm Innovation Ambassador Program

The Final Bell
Weather Concerns Rally Grain Markets |Channel Final Bell with Heather Ramsey

The Final Bell

Play Episode Listen Later Jul 6, 2026 14:25


Severely hot temperatures and drought conditions linger across Europe and drop crop condition ratings. US weather conditions also turn hot and dry headed into pollination. Soybeans rallied sharply with strength from the product markets and continued demand for biofuel production. Heather Ramsey with the ARC Group recaps today's trade.

The Final Bell
Grain Markets Soften Ahead of a Long Weekend| Channel Final Bell with Mike Zuzulo

The Final Bell

Play Episode Listen Later Jul 2, 2026 13:17


A bit of profit taking pulled a bullish market back ahead of the holiday weekend. Cattle futures fell with potential influence from headlines today. Looking ahead, the weather could effect both grains and livestock supply if heat waves linger. Mike Zuzulo with Global Commodity Analytics recaps today's trade.

Market Journal
Market Journal 1237

Market Journal

Play Episode Listen Later Jun 26, 2026 28:13


Hail Damaged Crops, Western Bean Cutworm Research, Grain Markets, Weather, Weed Management Field Daysq

RealAgriculture's Podcasts
Be ready for "unexplainable rallies" in the grain markets (and watch the corn export number)

RealAgriculture's Podcasts

Play Episode Listen Later Jun 25, 2026 25:07


As corn and soybean crops move into a critical stage of development, grain markets appear remarkably unconcerned about production risk despite excessive moisture in parts of the U.S. Midwest. According to Chip Flory, market analyst and host of AgriTalk, the market has become conditioned to expect resilient crops, even when early-season weather creates visible stress... Read More

Agweek Podcast
Grain markets finish with 'good gains' in a short week of trading

Agweek Podcast

Play Episode Listen Later Jun 19, 2026 9:11


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss a better week in grain markets, weather risks and tight cattle supply on the Agweek Market Wrap.

Market Journal
Market Journal 1235

Market Journal

Play Episode Listen Later Jun 12, 2026 28:26


Hail Damaged Corn, Grain Markets, Weather, Agricultural Data, Weed Management Field Day

The Final Bell
Wetter Weather Influences Grain Markets | Channel Final Bell with Mike Castle

The Final Bell

Play Episode Listen Later Jun 8, 2026 13:46


Rains across the country and cooler weather in the extended forecast weighed on soybeans today, as concerns going into the growing season remain limited. Wheat futures bounced with the rains effecting winter wheat harvest and beginning to suggest quality issues for the soft red crop. Cattle futures fell as more cases of screwworm surface. Mike Castle with Stone X Financial recaps today's trade.

The Ag View Pitch
#785 - Bloody June for Grain Markets - Weekly Market Outlook: June 8-12

The Ag View Pitch

Play Episode Listen Later Jun 7, 2026 17:58


Corn and soybean markets have taken a sharp turn lower as fund selling, broken technical support, strong early crop conditions, and seasonal pressure weigh on prices. In this Weekly Market Outlook, Shay Foulk and Daniel Elsner discuss whether the May highs are behind us, what is driving the selloff, how corn and soybean acres could shape the next USDA reports, and why farmers need to stay one step ahead with their marketing plans.They also cover accumulator contracts, 2026 and 2027 opportunities, soybean crush margins, wheat pricing, and how producers should think about making sales after a major market drop.

Heartland Market Talk
Crude Oil Surges but Grain Markets Stay Focused on Forecasts

Heartland Market Talk

Play Episode Listen Later Jun 1, 2026 3:47


We saw grain futures pressured by favorable weather and Northern Plains rains, while crude surged on geopolitical concerns and cattle rebounded despite weaker feeder indexes.

The Ag View Pitch
#783 - Fund Selling Pressures Grain Markets - Weekly Market Outlook: Jun 1-5

The Ag View Pitch

Play Episode Listen Later May 31, 2026 24:37


As June begins, corn and soybean markets are shifting from geopolitics and outside-market headlines back toward weather, planting progress, basis, and supply expectations. In this episode of The Ag View Pitch, Chris Barron visits with Jeff Fichtelman to break down what farmers should be watching during the June 1–5 marketing week.They discuss old crop corn basis, how much grain may still be in farmer hands, why strong basis opportunities do not always line up with flat price, and how farmers can think through basis-only contracts. Jeff also explains why managed money fund positions matter, how fund selling can pressure nearby futures, and why the market may be vulnerable if speculators continue liquidating long corn and soybean positions.The conversation also covers wet conditions and replant concerns in parts of the Eastern Corn Belt, late planting risk, USDA yield expectations, new crop corn and soybean sales, harvest delivery bushels, cost of carry, and why emotion often gets in the way of good grain marketing decisions.For farmers looking at 2026 crop sales, old crop movement, harvest basis, or whether to price more corn and soybeans before summer weather takes over, this episode gives a practical look at the decisions that matter right now.Topics covered: corn prices, soybean prices, grain marketing, old crop basis, new crop sales, fund selling, managed money, Eastern Corn Belt planting delays, harvest bushels, cost of carry, crop insurance planting window, and June market outlook.

Market Journal
Market Journal 1233

Market Journal

Play Episode Listen Later May 29, 2026 28:10


Winter Wheat Losses, Children's Groundwater Festival, Grain Markets, Weather, Theileria in Cattle, Preview of the Sandhills Ranch Expo

Heartland Market Talk
Crude Oil Collapse Pressures Grain Markets

Heartland Market Talk

Play Episode Listen Later May 27, 2026 6:54


We saw soybeans resist pressure on Argentine strike headlines while wheat and corn weakened ahead of harvest, with crude oil collapse and China uncertainty dominating trade.

Grain Markets and Other Stuff
White House Says China Will Buy $17B in "Non-Soybean" Ag Products - Grain Markets SURGE

Grain Markets and Other Stuff

Play Episode Listen Later May 18, 2026 11:41 Transcription Available


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.

The Ag View Pitch
#778 - "Are the Highs In for Grain Markets?" - Weekly Market Outlook: May 18th - 22nd

The Ag View Pitch

Play Episode Listen Later May 17, 2026 41:59


This week on The Ag View Pitch, Chris talks with Brian Splitt of AgMarket.Net about the key grain market factors producers should be watching for the week of May 18–22. They cover planting progress, the market reaction after the China trade summit, fund selling, USDA corn and soybean balance sheets, soybean crush margins, crude oil and fertilizer pressure, and the major technical price levels now in play for corn, soybeans, and wheat. Brian also explains why old crop bushels, new crop pricing, target orders, and downside protection may need extra attention as markets sit near important support levels heading into the second half of May.

Grain Markets and Other Stuff
Grain Markets TANK on Lack of China News - "Speculators Gonna Speculate"

Grain Markets and Other Stuff

Play Episode Listen Later May 15, 2026 24:38 Transcription Available


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.

Market Journal
Market Journal 1231

Market Journal

Play Episode Listen Later May 15, 2026 28:15


FFA Test Plots, Auctioneers Competition, Wildfire Recovery Update, Grain Markets, Weather, Corn Diseases

Growing Harvest Ag Network
Morning Ag News, May 7, 2026: University of Minnesota Ag Economist talks grain markets

Growing Harvest Ag Network

Play Episode Listen Later May 7, 2026 2:58


As farmers continue with spring planting work, there’s some strength showing in recent grain markets. Ed Usset, an agricultural economist with the University of Minnesota, talked about the markets. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Market Journal
Market Journal 1229

Market Journal

Play Episode Listen Later May 1, 2026 28:18


Update From The Field, Soil Health, Grain Markets, Weather, Dicamba Products Approved For Soybean in 2026

Agweek Podcast
Agweek Market Wrap: Weather holds cards locally, while war still moving grain markets globally

Agweek Podcast

Play Episode Listen Later Apr 17, 2026 10:59


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss the abundance of headlines that shaped grain and cattle markets this week on the Agweek Market Wrap. 

Market Journal
Market Journal 1227

Market Journal

Play Episode Listen Later Apr 17, 2026 28:18


Field Update, Sorghum, Grain Markets, Weather, New Grazing Opportunities Following Wildfires

The Ag View Pitch
#765 - "Grain Markets Quiet, Headline Fatigue Builds" - Weekly Market Outlook: April 6-10

The Ag View Pitch

Play Episode Listen Later Apr 5, 2026 12:33


Shay Foulk talks with Daniel Elsner of Cargill about this week's grain market outlook for April 6th - 10th, including quiet corn and soybean trade, headline fatigue around the Iran conflict, large corn stocks, early planting activity, and a wet and cold forecast that could slow planting progress. They also discuss farmer selling opportunities, basis trends, old crop supply, new crop expectations, and what to watch in the corn and soybean markets as planting season gets underway.

RealAgriculture's Podcasts
Biofuels, Brazil, and the cost of war: Suderman outlines key forces shaping grain markets

RealAgriculture's Podcasts

Play Episode Listen Later Mar 24, 2026 19:56


Geopolitical drama and policy uncertainty are once again driving volatility across commodity markets, leaving farmers to interpret fast-moving signals that don’t always tell the full story. To unpack how to navigate war-influenced markets Shaun Haney speaks with Arlan Suderman of StoneX to discuss how global conflict, biofuel policy, and trade dynamics are shaping grain and... Read More

Grain Markets and Other Stuff
Trumps's 48-Hour Threat, Iran's Response, Higher Grain Markets

Grain Markets and Other Stuff

Play Episode Listen Later Mar 23, 2026 13:06 Transcription Available


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.⚠️ Middle East tensions are escalating fast… and markets are watching closely.

Agweek Podcast
Agweek Market Wrap: Postponed trade meeting, continued war tosses more volatility into grain markets

Agweek Podcast

Play Episode Listen Later Mar 20, 2026 8:30


Randy Martinson of Martinson Ag Risk Management and Jamie Dickerman of Red River Farm Network discuss the implications of the Iran war on markets on the Agweek Market Wrap. 

Grain Markets and Other Stuff
Trump "May Delay" China Meeting, Soybeans TANK

Grain Markets and Other Stuff

Play Episode Listen Later Mar 16, 2026 14:29 Transcription Available


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.

Agweek Podcast
Agweek Market Wrap: Iran war, Brazil quality issues send grain markets sharply higher this week

Agweek Podcast

Play Episode Listen Later Mar 13, 2026 9:06


Jamie Dickerman of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management discuss upcoming trade talks, Iran war, Brazil soybean issues and more on the Agweek Market Wrap for Friday, March 13, 2026.

Grain Markets and Other Stuff
Grain Markets DRASTICALLY Underperform Broader Commodity Complex

Grain Markets and Other Stuff

Play Episode Listen Later Mar 11, 2026 15:13


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.

RealAgriculture's Podcasts
March WASDE leaves grain markets searching for direction

RealAgriculture's Podcasts

Play Episode Listen Later Mar 11, 2026 15:23


The United States Department of Agriculture's March WASDE report offered little new information to drive grain markets, leaving traders focused more on outside influences such as energy markets and geopolitics. USDA estimates for major crops were largely unchanged from the previous month, resulting in muted market reactions. For wheat, the USDA maintained its U.S. production,... Read More

Grain Markets and Other Stuff
Crude Awakening: Oil Lifts Grain Markets

Grain Markets and Other Stuff

Play Episode Listen Later Mar 9, 2026 20:26


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.

The Derivative
Carry, Calendar Spreads, and Climate: Bruce Sinclair on the Future of Grain Markets

The Derivative

Play Episode Listen Later Feb 26, 2026 54:56


In this episode of The Derivative, host Jeff Malec talks with South African grain spread trader Bruce Sinclair (Brent Trading) about how he went from a farming background to running a spread-focused commodities program trading Chicago grains from a remote game farm in South Africa. Bruce explains, in plain language, how carry and calendar spreads work, why he believes spreads offer a more manageable risk profile than outright futures, and how he enforces a hard 10% annual drawdown limit for investors. They dig into the realities of global grain markets with Brazil, Argentina, China, and geopolitics in the mix, why commodities aren't the clean inflation hedge many think they are, and how climate and structural changes are reshaping seasonality. Bruce also shares stories from his off-grid life breeding rhinos and rare game, navigating South African politics and crime, and why he thinks 2026 could bring much more volatility to grain markets than 2025… SEND IT!Chapters:00:00-00:01:01= Intro01:02-12:34= From South African Farms to Grain Spreads: How Bruce Built His Ag Trading Edge12:35-24:22 = Carry Trades, Calendar Spreads, and Risk Rules: Inside Bruce's Grain Strategy24:23-33:15= Commodities, Inflation Myths, and the Soybean–Oil–Meal Puzzle33:16-46:03= Politics, Perception, and Life Off-Grid: Running a Trading Firm from Rural South Africa46:04-54:53= Weather, Brazil, and the Limits of Data: Why Bruce Still Trusts SpreadsFollow along with Bruce on LinkedIn and be sure to check out Brent Trading's website: brent.za.net!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

Lancaster Farming Industrial Hemp Podcast
Inside the Trojan Horse of Intoxicating Hemp

Lancaster Farming Industrial Hemp Podcast

Play Episode Listen Later Feb 12, 2026 57:55


This week on the Hemp Podcast, we have a long conversation about hemp-derived intoxicating cannabinoids with Chris Fontes, president of the U.S. Hemp Authority and founder of Trojan Horse Cannabis and High Spirits Beverages. Trojan Horse Cannabis was the first company to bring so-called intoxicating hemp derivatives to market, changing the hemp space forever. For decades, hemp advocates said hemp was different from marijuana because hemp couldn't get you high. But the 2018 Farm Bill created the perfect conditions for the birth of a whole new chapter in the story of hemp. Fontes said when he read the hemp language in the 2018 Farm Bill, "My first thought was: We have uncontrolled THC. There is now a version of THC that is not controlled. Something could be done with this." THC is the chemical compound produced in the cannabis flower known for its psychoactive properties. Applying basic principles of math, Fontes realized that this legal THC "can be put into a product at a 10 milligram standard dose and could be shipped through the mail to anyone in the country at the time as there was no state by state blocking and interstate transport was explicitly protected," he said. Thus, the intoxicating hemp-derived cannabinoid market was born. And that's where this conversation gets interesting. This isn't your typical fiber and grain hemp discussion. But if you want to understand why lawmakers are reacting, why definitions are shifting, and why the word hemp feels contested right now — you have to understand where this market came from. That's what we have in store for you in this episode. Enjoy. Learn More High Spirits Beverages drinkhighspirits.com U.S. Hemp Authority ushempauthority.org USDA Hemp Overview usda.gov/farming-and-ranching/plants-and-crops/plant-breeding/hemp HEMP Act of 2025 (Bill Text) congress.gov/bill/119th-congress/senate-bill/2112/text Hemp Planting Predictability Act (Bill Text) congress.gov/bill/119th-congress/house-bill/7024/text CRS Report: The 2018 Farm Bill's Hemp Definition and Legal Framework congress.gov/crs-product/R48637 News Nuggets Italy's Industrial Hemp Seed Lines Surpass EU Germination Standards hemptoday.net/leading-italian-hemp-varieties-post-2025-germination-bounceback-after-years-of-doubts/ Hemp and Marijuana Are the Same Species — So Why the Different Laws? lpm.org/news/2026-02-03/hemp-and-marijuana-are-the-same-species-so-why-all-the-different-laws Federal Hemp Definition Shift Could Impact Fiber and Grain Markets rfdtv.com/hemp-definition-shift-threatens-fiber-and-grain-expansion Washington Still Hasn't Decided What CBD Is hemptoday.net/washington-still-hasnt-decided-what-cbd-is-as-markets-linger-in-legal-uncertainty/ Thanks to our Sponsors IND Hemp indhemp.com Americhanvre Cast Hemp americhanvre.com

Grain Markets and Other Stuff
Venezuela Market Impact + Direct Farm Payment Details

Grain Markets and Other Stuff

Play Episode Listen Later Jan 5, 2026 12:26


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.