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In this episode, we dive into the summer freight market. Our guest, David Spencer, Vice President of Market Intelligence at Arrive Logistics, breaks down what is happening in the freight market as well as key indicators to watch for changes in market conditions. For more information, subscribe to Check Call the newsletter or the podcast. Follow the Check Call Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this week's episode of The Milk Check, the Jacoby team convenes to dissect a dairy market that feels balanced – barely. From milk still trickling in past the flush to range-bound commodity prices, this episode covers the major trends shaping the back half of 2025. Cheese exports are keeping Class III in check Culling numbers are down as producers are keeping heifers longer Global butterfat advantage fading with tighter GDT spreads WPC, WPI demand stable, but new production capacity looms And what if prices fall off the edge? From trade risks to recession fears, the industry feels one light push from price chaos. Listen now for insights on margins, milk flows and market forces. Got questions? Got questions for The Milk Check team? We've got answers. Submit your questions below and we'd be happy to get back to you or answer your question on the podcast. Ask The Milk Check Intro (with music): Welcome to The Milk Check, a podcast from TC Jacoby & Co., where we share market insights and analysis with dairy farmers in mind. Ted Jacoby III: Hello everybody, and welcome to this month's version of The Milk Check podcast by TC Jacoby & Co. This week, we will have a classic market discussion. It is June 9th, so we're approaching the midpoint in the month of June 2025, and joining me today are Diego Carvallo, our Director of Dry Dairy Ingredients Trading. Jacob Menge is our vice president of risk management and trading strategy. Josh White, our Vice President of Dairy Ingredients. Mike Brown, our VP of Market Intelligence. Joe Maixner, our director of dairy ingredients and resident butter expert, is also there. I think we'll go ahead and start with milk. It's the middle of June. We're past the flush, but milk is probably a little bit heavier than we expected. Milk production has been up. We know what is going on. The dairy farmers are making money, and they're keeping cows. Their culling numbers are down, and so we're seeing cow numbers up, maybe a little bit surprisingly, given what we know about the heifer replacement numbers, which means they're keeping them for an extra lactation, that is keeping milk solids output maybe a little bit lower than we expected. But the solids are still up as well. So as a result, we're seeing milk still on the long side, not too much out of what is normal for this time of year, and I wouldn't be surprised as the weather in the upper Midwest starts to heat up, we start to see that milk production drop off a little bit and everything get a little bit tighter. We just haven't quite reached that high temperature yet. And so that's what we're seeing in milk. Jake, how does that translate into cheese? What are we seeing in the cheese market right now? Jacob Menge: It's funny, I think from the last time we had a market discussion to today, the message will be very similar, which is a lot of mixed signals on the cheese side. You can talk to certain people who say, Hey, our orders are way down. And then you might talk to somebody else, saying, Hey, our orders look pretty good, meaning the demand is there. I think it's a bit of a tale of two cities regarding how exposed you are to the export market. Exports have been the thing that has been keeping us afloat on the cheese side. I think domestically, we're not doing great. I would say that the prices that we've been seeing, this kind of upper 190s, mid to upper 190s, we've come off in the past week or two, but I think that mid to upper 190s did hurt demand on the export side. I think that's kind of where we're at. I would say good, not great. It just seems like we're going to be range bound a bit on the cheese market just given this kind of pendulum swing of our prices move too high, which kills exports a little bit, but if we go down even just a little bit, you think the export market comes back in, so that's the feel we've got right now. Ted Jacoby III:
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Registration ENDS TUESDAY, JUNE 17 AT 11 AM CDT for HighGround's Global Dairy Outlook Conference, taking place June 24-26 in Chicago. Space is limited – register now to secure your spot! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
The days of trying things and experimenting and simply seeing what works best are at least temporarily on hold, as we must be, as sure as we can be with our marketing and sales campaigns and spend these days as we go after that highly coveted share of consumer spend.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! General Registration for HighGround's Global Dairy Outlook Conference, June 24-26 in Chicago ENDS SOON and space is limited at the historic Union League Club. Register today to secure your spot! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Are you missing the biggest leap in dairy performance since the milking machine? From fertility breakthroughs to Holsteins with 4.5% components/5% fat, today's cows are not your grandparents' cows. In this episode of The Milk Check, we sit down with Nate Zwald, president and CEO of Progenco, to uncover how genetics is quietly reshaping the dairy industry. We tackle: Why genetic progress is accelerating and how that changes your herd strategy The rise of gender-selected genetics and the fall of dairy bull calves What makes a cow “better” — and how to breed more of them Why embryo technology could be the next big leap Listen now to the latest episode of The Milk Check to learn why cows engineered for fire in the belly could have improved lifespan, higher fertility, better fat composition and a better life. Got questions? Got questions for The Milk Check team? We've got answers. Submit your questions below and we'd be happy to get back to you or answer your question on the show. Ask The Milk Check Special Guest: Nate Zwald, president and CEO of Progenco The Jacoby Team: Gus Jacoby, president, fluid dairy ingredients & dairy support Mike Brown, vice president of dairy market intelligence Ted Jacoby III, CEO & president, cheese, butter & dry ingredients Intro (with music): Welcome to The Milk Check, a podcast from T.C. Jacoby & Co., where we share market insights and analysis with dairy farmers in mind. Ted Jacoby III: Welcome, everybody, to the podcast. This month's version we have a special guest. We have Nate Zwald, former CEO of ABS Global and current president and CEO of Progenco. Joining us from the Jacoby team is Mike Brown, our VP of Market Intelligence, and Josh White, our VP of Dairy Ingredients. Nate, we've asked you on this podcast today because you're one of the foremost experts in bovine genetics out there, and we've been talking a lot about some of the changes in cow genetics and how it's been affecting our dairy markets. It's something we'd love to learn a lot more about. Why don't you start us off? Tell us a little about your background, and we'll go from there. Nate Zwald: Yeah, sure. Well, first of all, a pleasure to be here. I appreciate being asked and appreciate that introduction. I've had a long career in dairy genetics, starting with growing up on a farm and learning about dairy genetics from where it should be learned about, in a barn with my dad, thinking about milking cows and recognizing that the next generation of cows was going to be better than the current generation of cows. And that was a pretty fun thing to see firsthand. When you think about having a daughter of a cow out in the heifer yard, that's going to be better than the cow you're milking today. And I think that's the whole idea that we think about when we think about genetics is making better animals faster and trying always to make sure that the next generation is going to be more productive, healthier, happier, better for the farmers, better for the community, and better for the world and the next generation than the cows are in this generation. And we've seen tremendous progress through time in doing that compared to when I was a kid milking cows thinking, "Hey, I hope the heifer is going to be better than the cow herself." Because here we are, we've gone through so many technologies like selection for fitness, longevity, and fertility, and then we went through genomic technology that's had a huge impact on the industry. And then more recently, sex semen and the use of beef on dairy cows have all had substantial changes to the genetic progress curve compared to what seems like not that long ago from my standpoint, just milking cows in the barn with dad. Ted Jacoby III: So, currently, what are some of the major trends in genetics that the dairy producer is either utilizing or needs to be aware of, that are coming down the pike?
Felipe Capella and Joe Lynch discuss a decade of Loadsmart: a look back to move forward. Felipe is Co-founder and CEO of Loadsmart, where they provide logistics solutions powered by industry experts and next-gen technology that lower costs, increase efficiency, and digitize transportation. About Felipe Capella Felipe Capella Co-founder and CEO of Loadsmart, a leading digital freight technology company. Previously advised companies on corporate strategy and M&A in Brazil and New York for 8 years. Joined the Inter-American Development Bank in Washington to advise on sovereign guaranteed development projects for Latin American countries. Founded, developed and launched an online contest startup. Co-founded Loadsmart to help build a revolutionary product. Felipe holds Master degrees from the University of Pennsylvania (valedictorian), from Universidad Francisco de Vitoria (Spain – full scholarship) and an MBA from Fundacao Getulio Vargas (Brazil). He taught Enterprise Recovery and Restructuring for senior students during 2 years at the Federal University of Santa Catarina at age 25, where he was granted a Professorship Honor from the students. Passed the Brazilian Bar Exam among the top 6% and the New York Bar Exam among the Top 3%, working for one of the Top 5 most prestigious law firms in the United States. About Loadsmart Loadsmart offers logistics solutions powered by industry experts and next-gen technology that lower costs, increase efficiency, and digitize transportation. From Planning, Optimization, and Execution to Gate, Yard, and Dock solutions, ending with Audit & Pay capabilities, we deploy the best mix of services and technology to empower your business to move more with less. For more information, please visit. Key Takeaways: A Decade of Loadsmart: A Look Back to Move Forward Felipe Capella and Joe Lynch discus the A Decade of Loadsmart: A Look Back to Move Forward Loadsmart is transforming the logistics landscape by leveraging cutting-edge technology and industry expertise to deliver optimized, reliable, and transparent freight services and solutions. From digital freight brokerage and consultancy to software tools, they empower shippers, carriers, and warehouses to move more with less—increasing efficiency, reducing costs, and enhancing service quality. Capella's journey from law/finance to co-founding LoadSmart, leveraging technology in transportation. The best freight brokers including Loadsmart have evolved from just securing trucks to providing comprehensive logistics solutions. Challenges of traditional brokerage: headcount-heavy, high costs, lack of logistics talent. Technology enables value addition through reinvestment in tech, people, and shipper services. Enterprise, Mid-size, and small shippers benefit from scalable technology and customized logistics solutions. Loadsmart has launched FreightIntel AI: Their AI-powered platform that provides real-time data and insights. AI freight management analyzes data, provides ranked insights and recommendations. AI optimizes shipment consolidation, cost reduction, efficiency, and environmental impact. Shippers are increasingly concerned with cybersecurity and Loadsmart is leading the way with a comprehensive cybersecurity program for its customers and carrier partners. Loadsmart offers a comprehensive suite of logistics services designed to streamline the entire supply chain process. Their services can be categorized into three main areas: Assessment and Analysis Freight Planning and Forecasting: Loadsmart helps businesses predict future freight needs. Network Assessment and Optimization: They analyze existing logistics networks to identify inefficiencies. FreightIntel AI: Their AI-powered platform provides real-time data and insights. Rate Analysis and Benchmarking: Loadsmart helps clients compare freight rates. Planning and Execution Vendor Portal: A centralized platform for order initiation and management. Mode/Route Optimization: Determining the most efficient transportation methods and routes. Tracking & Visibility: Real-time monitoring of shipments. RFP and Mini-bids: Facilitating requests for proposals and mini-bids. Integration Hub: Connecting various systems for seamless data flow. Order Consolidation: Combining multiple orders into a single shipment. Real-time Carrier & Brokers Spot Bidding: Finding the best rates for spot shipments. Brokerage & Managed Transportation: Handling all aspects of freight transportation, including carrier sourcing and contract management. Gate, Yard, and Dock Computer Vision Asset Tracking: Using cameras to track assets within the yard. Driver Check-in/Out: Streamlining the driver check-in and check-out process. Dock Scheduling: Optimizing dock usage and reducing wait times. Yard Management: Managing the flow of trucks and equipment within the yard. Audit and Analytics Freight Audit: Verifying freight invoices for accuracy and identifying overcharges. Analytics and Data as a Service: Providing data-driven insights to support decision-making. Market Intelligence and Econometrics: Offering market analysis and economic forecasting. In essence, Loadsmart provides a holistic solution for logistics operations, combining advanced technology with expert services to help businesses improve efficiency, reduce costs, and enhance customer satisfaction. Learn More About A Decade of Loadsmart: A Look Back to Move Forward Felipe Capella | Linkedin Loadsmart | Linkedin Loadsmart Loadsmart | YouTube Channel Freight Intel AI Beyond Cost Per Load with Felipe Capella | The Logistics of Logistics The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the April 2025 US Dairy Products Report. Subscribe so that you never miss an episode!General Registration for HighGround's Global Dairy Outlook Conference ends soon and space is limited at the historic Union League Club. Register today to secure your spot! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy This episode was produced and edited by HighGround Dairy's Becca Kelm.
In this episode of the Used Car Dealer Podcast, Zach talks with Kevin Roberts, Director of Economic & Market Intelligence at CarGurus, to decode today's whiplash market—from March's tariff shock to the spring surge in used-car supply. marries first-party shopper data with macro-economics, why dealers shifted from clearing aged units to stocking up, and what rising interest rates and affordability crunches mean for pricing strategy. The conversation digs into EV and hybrid demand curves, the pitfalls and upside of used-EV retailing, and the “COVID playbook” tactics dealers can dust off to stay nimble when policy and consumer sentiment swing week-to-week. Whether you're wrestling with inventory turn, scouting low-price cars for budget-strapped buyers, or debating how tariffs will reshape new-versus-used dynamics, Kevin's data-driven insights deliver a roadmap for 2025 and beyond.Kevin's data is based on the following CarGurus report - https://dealers.cargurus.com/drc/cargurus-intelligence-report-april-2025Below are the main questions Zach asks Kevin, along with timestamps:00:29 Q) Can you give a brief overview of your background, your role at CarGurus, and what a Director of Economic & Market Intelligence actually does?02:11 Q) Over your career, how have you seen the auto industry's use of data evolve?03:55 Q) How does the market intelligence your team produces translate into concrete strategies for dealers?05:04 Q) Used-vehicle inventory just hit a three-year high—what's driving the rebound in supply?07:52 Q) We're seeing used-car prices rise; is that mostly buyers racing ahead of potential tariffs, or are other forces at play?09:48 Q) Today, what dollar range truly counts as a “low-price” vehicle in the used market?10:38 Q) Average days-on-market are trending down—what's causing cars to sell faster?12:10 Q) Right now, would you call it a seller's market or is power shifting back toward buyers?14:53 Q) What trends are you seeing in shopper interest for used EVs, and what factors matter most to those buyers?16:57 Q) Beyond Tesla, how are non-Tesla EVs performing in the used market?19:38 Q) From a dealer's perspective, what are the biggest challenges in retailing used EVs today?22:00 Q) Now that the early-April tariff rush has passed, what lingering impacts do you expect on new- and used-car pricing?24:36 Q) What practical guidance is CarGurus giving dealers to navigate this volatility?26:27 Q) Looking ahead, what key trends or potential market shifts should dealers watch through 2025?28:34 Q) What's your outlook for the used-car and EV segments as we move toward 2025 and beyond?29:54 Q) Where can dealers find CarGurus' latest intelligence reports?Listen to more episodes here: https://www.sellyautomotive.com/podcastRead the full transcription: https://blog.sellyautomotive.com/blog/kevin-roberts-cargurus-2025
On this special episode of Let's Chat Dairy, Alyssa Badger welcomes Azize Yanina of Saudia Dairy & Foodstuff Company. Azize will be joining the session, Middle Eastern Dairy Demand: Insights from the Region, at HighGround's fourth annual Global Dairy Outlook Conference in Chicago June 24-26. General Registration for HighGround's Global Dairy Outlook Conference is open but space is limited at the historic Union League Club. Be sure to register soon to secure your spot and take advantage of the discount offer! Click here for more details, including the agenda, expert speakers, and more. Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets and Betty Berning covers this afternoon's April 2025 US Cold Storage Report. Subscribe so that you never miss an episode!General Registration for HighGround's Global Dairy Outlook Conference, June 24-26 in Chicago is open but space is limited at the historic Union League Club. Be sure to register soon to secure your spot! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the April 2025 US Milk Production Report. Subscribe so that you never miss an episode!General Registration for HighGround's Global Dairy Outlook Conference, June 24-26 in Chicago is open but space is limited at the historic Union League Club. Be sure to register soon to secure your spot! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy This episode was produced and edited by HighGround Dairy's Becca Kelm.
In an increasingly data-driven world, this panel will explore how market participants are leveraging big data, artificial intelligence, and advanced analytics to inform trading strategies, manage risk, and predict market trends. As technology evolves, so do the ways in which we interact with the markets. Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets Panelists: Arianne Adams, Chief Strategy Officer & Head of Derivatives, Webull Matt Amberson, Principal, ORATS Steve Sosnick, Chief Strategist, Interactive Brokers
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!General Registration for HighGround's Global Dairy Outlook Conference June 24-26 in Chiago is open but space is limited at the historic Union League Club. Be sure to register soon to secure your spot! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!Early Bird Registration for HighGround's Global Dairy Outlook Conference ENDS TODAY, MAY 9TH, at midnight. Space is limited at the historic Union League Club, so be sure to register NOW to secure your spot and take advantage of the discount offer! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
On this special episode of Let's Chat Dairy, Betty Berning welcomes Amy Penterman, Owner and Manager of Dutch Dairy in Wisconsin. Amy will be joining the US Producer Panel, at HighGround Dairy's fourth annual Global Dairy Outlook Conference in Chicago next month.Early Bird Registration for HighGround's Global Dairy Outlook Conference ENDS FRIDAY, MAY 9TH, and space is limited at the historic Union League Club. Be sure to register soon to secure your spot and take advantage of the discount offer! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the March 2025 US Dairy Products Report. Subscribe so that you never miss an episode!Early Bird Registration for HighGround's Global Dairy Outlook Conference ENDS FRIDAY, MAY 9TH and space is limited at the historic Union League Club, so be sure to register soon to secure your spot and take advantage of the discount offer! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy This episode was produced and edited by HighGround Dairy's Becca Kelm.
On this special episode of Let's Chat Dairy, Alyssa Badger welcomes Billy Schmitz, Trade Analyst at Five Rivers Cattle Feeding. Billy will be joining the session, Beef Market Insights from the Feedlot, at HighGround Dairy's fourth annual Global Dairy Outlook Conference in Chicago next month.Early Bird Registration for HighGround's Global Dairy Outlook Conference ENDS FRIDAY, MAY 9TH and space is limited at the historic Union League Club, so be sure to register soon to secure your spot and take advantage of the discount offer! Click here for more details, including the agenda, expert speakers, and more.Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger discusses this week in dairy markets. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Welcome to the Engineering Influence podcast, where we delve into the complexities and opportunities in today's economic landscape. Hosted by Diana O' Lare, Director of Market Intelligence for the American Council of Engineering Companies, this episode is part of our new series, The Market Edge. We are joined by Sarah Wolfe, a Senior Economist and Strategist at Morgan Stanley Wealth Management. With a wealth of experience and insights, Sarah discusses pivotal topics such as tariffs, inflation, immigration, and their impact on various sectors including construction and manufacturing. Gain an understanding of the possible recession implications and how firms can navigate these challenges. Dive in to explore the broader economic effects of current policies, potential positive catalysts like tax negotiations, and the global trade dynamics affecting engineering firms. Don't miss this insightful conversation aimed at empowering engineering businesses to adapt and grow in an ever-changing market.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the March 2024 US Cold Storage Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the March 2024 US Milk Production Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
In this episode of Tech Sales Insights, Randy Seidl is joined by Crawford Del Prete, President at IDC, to discuss IT trends for 2025 and what every seller should know about the market direction. The conversation covers Crawford's extensive career path, the role of AI in sales, infrastructure growth, and IDC's new Tech Match product. They delve into the importance of understanding customer needs, leveraging AI for sales preparation, and the transformation in application software businesses. Crawford shares insights on successful sales strategies, the significance of mentorship, and how IDC is positioning itself for future technological trends. The episode is sponsored by ZoomInfo and brought to you by the Sales Community.KEY TAKEAWAYSAI in Sales: Embrace AI tools for significant enhancements in preparedness and effectiveness in sales meetings. Lean into AI to stay competitive.Industry Growth: Infrastructure layer investments will continue growing, driven by AI advancements, with notable 55% growth in the past year.Customer-Centric Approach: Successful companies understand and address the specific "jobs to be done" by customers, leveraging deep market intelligence.IDC Tech Match: IDC's new platform helps IT buyers with AI-assisted RFP generation and vendor shortlisting, easing the buying process.Leadership & Training: Continuous training and adapting to industry trends are crucial for maintaining relevancy and operational excellence.Use of Data: Effective data sovereignty and orchestration are vital in AI adoption for mitigating risks and ensuring data control.QUOTES"If you're a seller and you're not getting prepared for meetings with AI, you're going to get screamed at.""Michael Dell has an uncanny ability to capitalize on industry transitions effectively.""Technology has reinvented itself five times since I started. You gotta love that transition to keep up.""Companies that use IDC services effectively are those that deeply understand customer problems."Find out more about Crawford Del Prete through the link/s below:https://www.linkedin.com/in/crawford-del-prete-082221/This episode is sponsored by ZoomInfo, the GTM Platform sponsor of the Sales Community. ZoomInfo is the go-to-market platform that helps businesses find, acquire and grow their customers. Businesses use ZoomInfo data and platform to increase efficiency, align sales and marketing teams, and consolidate technology stacks.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Cara Murphy and Stu Davison discuss this week in dairy markets. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairyThis episode was produced and edited by HighGround Dairy's Becca Kelm.
On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss:(03:33) Historical Overview of S&P Global(11:44) Business Segments of S&P Global(12:47) The Ratings Segment and Its Moat(18:52) Software and Market Intelligence(24:46) Commodities and Mobility Segments(30:59) Evaluating S&P Global's Valuation(32:17) Understanding the S&P 500 Index(34:25) S&P Global's Revenue Growth and Margins(37:25) Corporate Culture and Management Structure(43:59) Assessing the Moat of S&P Global(47:31) Valuation and Financial Projections*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************FinChat.io is the complete stock research platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to Blue Chippers and apply! Link: https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Betty Berning and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the February 2024 US Dairy Products Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Betty Berning discusses this week in dairy markets and this afternoon's February 2025 US Milk Production Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairyFollow us on Instagram: instagram.com/highgrounddairyStart your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trialFind our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
In this episode of the Private Equity Funcast, Greg Munves (CEO) and Kristopher Kubicki (CTO) join Partner Ryan Milligan to discuss the rapid growth and transformation of Open Brand, a company formed through the combination of four market intelligence companies. They share insights on leveraging AI for real-time data analytics, scaling through strategic acquisitions, and modernizing technology infrastructure. The conversation explores how Open Brand is revolutionizing market intelligence, competitive analysis, and business decision-making across industries.
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the January 2024 US Dairy Products Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the January 2024 US Cold Storage Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the January 2024 US Milk Production Report. Subscribe so that you never miss an episode!Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
In this episode of Don't Eat Poop!, our hosts Matt and Francine are joined by Nevin Barich, the food and beverage guru of Industry Intelligence Inc.With 15+ years working as a curator and editor of all information and content out there about the food and beverage industry that his company can gather, Nevin shares a little bit of how this type of market intelligence works, how companies benefit from it, and the trends that have been emerging during his time in the role.Prepare to see a side of the industry we don't often see or talk about: the data that's behind it all.In this episode:
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
In this episode, the team delves into the risk and reward dynamics of U.S. equities compared to the rest of the world, following the recent comparative underperformance from the U.S. They discuss recent investor flows and positioning, and whether the recent underperformance in U.S. equities presents a “buy the dip” opportunity. They also touch on the macroeconomic environment, corporate earnings and geopolitical factors, assessing how these elements impact U.S. exceptionalism relative to Europe and the rest of the world. John Schlegel, head of Global Positioning Intelligence, and Ellen Wang, from the U.S. Market Intelligence team, are joined by Eloise Goulder, head of the wider Global Data Assets & Alpha Group. This episode was recorded on February 11, 2025. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcastsFollow us on LinkedIn:linkedin.com/company/highground-dairy Follow us on Instagram:instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here:highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here:linktr.ee/highgrounddairy
Early in my career as a tech marketer, I was told that securing a top-right position in an analyst report was the way to gain credibility. It didn't take long before I started questioning the whole system. In this episode of Audience 1st, I sat down with Chase Cunningham, VP of Security Market Research at G2 and Co-Founder of Demo-Force, to dig into a hot topic: The flaws in the legacy analyst model and what a modern, buyer-centric approach to market intelligence looks like. We explored how the legacy analyst firms operate, the influence of vendor dollars on rankings, and why many CMOs are quietly walking away from the old system. Chase shared eye-opening insights into how buyers actually evaluate security solutions—hint: they're relying more on peer reviews and real-world data than on Magic Quadrants. Key takeaways from this episode: Why vendors are overpaying for analyst influence instead of listening to buyers. How data-driven insights from G2 are reshaping go-to-market strategies. The most overlooked buyer signals that vendors should start paying attention to. The shift from C-suite-targeted sales to winning over the “lieutenants” who make buying decisions. The real truth about security software pricing, discounts, and contract lengths. If you're in cybersecurity marketing, product, or sales and looking for smarter ways to understand and reach your buyers, this episode is a must-listen. Get free access to more than 100 million people researching, comparing, and buying software on G2 every year: https://sell.g2.com/
Send us a textThe episode explores the key insights from the recent SEMI ISS event, focusing on the semiconductor industry's journey toward a trillion-dollar market by 2030. It discusses the significant themes of uncertainty and the transformative impact of AI, while also addressing industry challenges and emerging trends.Additionally, SEMI's Market Intelligence team dive into the revised 2024 equipment forecast and World Fab Forecast, discussing trends influenced by AI technology and geopolitical factors, especially those linked to China. As we detail the upswing in equipment sales, driven by Chinese investments and AI progress, we also spotlight the trends shaping both front and back-end equipment markets. From the resurgence of advanced packaging to the anticipated rebound in test equipment, this episode provides a thorough look at the semiconductor industry's current state and its promising future, including insights into the world fab forecast and its implications for the automotive and power sectors.Highlights:• Overview of SEMI ISS and its significance in the semiconductor industry • Highlights on this year's theme: Ready, Set Ramp! and its implications • Insights on overcoming market uncertainties and challenges • AI's transformative role in driving semiconductor innovation • Discussion of upcoming semi events and their importance for networking • Market intelligence updates on forecasts and growth opportunitiesContact Our Guests on LinkedIn: Joe Stockunas, President, SEMI AmericasChristian Dieseldorf, Senior Analyst, SEMI MITInna Skvortsova, Market Analyst, SEMI MIT SEMIA global association, SEMI represents the entire electronics manufacturing and design supply chain. Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showBecome a sustaining member! Like what you hear? Follow us on LinkedIn and TwitterInterested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more. Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the December 2024 US Dairy Products Report. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Dairy Skim is a bite-size episode series where HighGround's top analysts break down the latest dairy data release. Today, Betty Berning discusses the December 2024 US Milk Production and Cold Storage Reports. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Stu Davison discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode! Listen on our website: highgrounddairy.com/podcasts Follow us on LinkedIn: linkedin.com/company/highground-dairy Follow us on Instagram: instagram.com/highgrounddairy Start your 30 Day Free Trial of HighGround Dairy's Market Intelligence here: highgrounddairy.com/free-trial Find our contact information, social media profiles, recent reports, and more here: linktr.ee/highgrounddairy
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