Podcasts about market talk

Mike Zuzolo of Global Commodity Analytics joins Jesse Allen on Market Talk for a full breakdown of the August 2026 WASDE and Crop Production reports. USDA pegged corn yield at 180.7 bushels per acre and soybeans at 52.7, both under the average trade estimate, while adding more than a million acres of harvested area to each crop. Zuzolo's own client survey, released the night before, had corn at 181.0 and beans at 52.7. We cover the USDA modeling change that pulled the agency's numbers in line with private survey work, why Illinois and the western Corn Belt did the damage, the same-day subsoil moisture picture, new-crop corn carryout at 1.653 billion bushels, the deleted USDA tweet and the transparency questions that followed, Black Sea shipping and the rumor that pulled risk premium out of wheat, the feeder-corn ratio, USDA's 2.7 percent cut to third quarter beef production, and the cattle-to-S&P correlation flip. Also in Segment Four, we learn about Bayer's new exclusive licensing agreement with RAGT to bring hybrid wheat into commercialization by the early 2030s. Dr. Francis Beecher with Bayer joins us to discuss on the show.

Market declines can feel risky, but short-term volatility and long-term investment risk are not necessarily the same thing. In Part 1 of this two-part market discussion, Ben and Keith examine some key elements that often influence investment decisions. They also explain how a disciplined strategy can help investors respond to changing markets without trying to predict every high and low.   Here's some of what we discuss in this episode:

On Friday's Market Talk, we start the show with Mike Castle, senior commodities economist at StoneX, to break down a rebound in grains to close out the first week of August. Mike explains why the wheat rally tied to Black Sea escalation between Russia and Ukraine has more room to run. He also details a massive week of new-crop soybean flash sales to China and shares a look at the fertilizer complex, where sulfur and ammonia supply disruptions tied to the Strait of Hormuz are already forcing plant closures, including a fresh announcement in Europe this week. In Segment Two, Susan Littlefield joins us to share a broad market conversation with Heather Ramsey from The ARC Group as they look at the markets after the first week of August. Then, Scott Varilek of Kooima Kooima Varilek joins Friday's show to break down a volatile first week of August in the cattle complex. Scott discusses the stalled recovery in live cattle, why packer interest picked up briefly near $235-236, and why he expects late August and September to bring tougher trade. He also digs into early signs of heifer retention after years of talk without much movement, why packer margins could shift leverage back in their favor, and why lean hogs have struggled to capitalize on record beef demand.

Grain markets stayed mixed and quiet on Wednesday, with corn and beans slipping while wheat found a bid. DuWayne Bosse of Bolt Marketing joins Market Talk to dig into what's driving the action heading into harvest season — starting with the "great yield debate" now underway between analyst estimates and on-the-ground crop conditions across Iowa, Illinois, North Dakota, and South Dakota. He also covers the state of China's soybean purchase pace against its 25-million-metric-ton commitment, why the Black Sea wheat story could be a bigger deal moving forward, and where cattle stand after a brutal July. Corn and grain markets sat quiet on Wednesday, but the real action was happening in the outside markets. Tommy Grisafi of Nesvick Trading and AgBull Media joins Market Talk to break down a massive stock market rally, gold's $150 surge, crude oil's sharp two-day slide, and what it all means for farmers watching their 401(k)s and their basis alike.

Wednesday on Market Talk we sit down with Mike Zuzolo, president of Global Commodity Analytics, to unpack a volatile midweek session — soybeans and corn lower, wheat mixed, cattle higher, and the Fed holding rates steady. Mike breaks down the ruble's slide against the dollar, fresh sanctions on Russia and Iran, an intense 24 hours of military escalation, why soybeans are giving back ground faster than corn, what the weather models mean for national yield, key technical levels in soybeans and December corn, and why he still sees feeder cattle as the market's leader heading into the border reopening. We also get price perspective from Mike Castle, Senior Commodities Economist at StoneX, in Segment One and talk more broadly about the ag economy situation including upcoming ARC/PLC payments, soybean crush margins and more with David Widmar from Agricultural Economic Insights in Segment Two.

Tyler Schau of AgMarket.net joins Market Talk to break down the cattle market's rebound after Monday's sell-off, what Friday's Cattle on Feed and Inventory reports really showed and why the Douglas, Arizona border reopening rattled deferred cattle contracts. Plus: extreme heat impacts on Kansas feedyards, boxed beef seasonality heading into Labor Day, and a full grain market rundown as corn, spring wheat, canola and soybeans all face a critical weather stretch through August.

Tyler Schau of AgMarket.net joins Market Talk to break down the cattle market's rebound after Monday's sell-off, what Friday's Cattle on Feed and Inventory reports really showed and why the Douglas, Arizona border reopening rattled deferred cattle contracts. Plus: extreme heat impacts on Kansas feedyards, boxed beef seasonality heading into Labor Day, and a full grain market rundown as corn, spring wheat, canola and soybeans all face a critical weather stretch through August.

Tyler Schau of AgMarket.net joins Market Talk to break down the cattle market's rebound after Monday's sell-off, what Friday's Cattle on Feed and Inventory reports really showed and why the Douglas, Arizona border reopening rattled deferred cattle contracts. Plus: extreme heat impacts on Kansas feedyards, boxed beef seasonality heading into Labor Day, and a full grain market rundown as corn, spring wheat, canola and soybeans all face a critical weather stretch through August.

A rough Monday across ag commodities — soybeans led grain losses, cattle futures got hit hard, and the pressure spilled into hogs and outside markets. Mike Minor of Professional Ag Marketing joins Market Talk to break down the "big three" (plus a new fourth factor) driving the selloff, what USDA's phased reopening of the southern border means for cattle imports from Mexico and why producers shouldn't panic-sell into a rough day. Find more at https://www.professionalagmarketing.com. As we finish out July, many areas of the U.S. are dealing with extreme heat and humidity for a few days to start the week. What is the outlook for later this week and into the month of August? Eric Snodgrass with Nutrien Ag Solutions joins us to discuss in our Weekly Weather Update for Monday, July 27th, 2026. More at https://www.agweather.com. We also close out the show and hear a Monday market conversation between Susan Littlefield and Jim McCormick from AgMarket.net in Segment Four.

On Friday's episode of Market Talk, we are sharing the recent Markets in Motion: What's Shaping Ag Prices in the Year Ahead panel from the recent NAFB Summer Showcase event held at the American Royal in Kansas City on July 16th. The panel featured Arlan Suderman, Chief Commodities Economist, StoneX Group; Mark Hobrock, Sr. Vice President, The Andersons; and Mike Zuzolo, President and Owner, Global Commodity Analytics. We will hear that in Segments Two, Three and Four today. We also start the show with thoughts on the midsummer dairy market outlook as Susan Littlefield recently sat down with Shawn Hackett from Hackett Financial Advisors. That gets the show started today in Segment One of Market Talk.

On today's episode of Market Talk, we have this week's Cattle Chatter with Susan Littlefield as she talks with Joe Kooima from Kooima Kooima Varilek in Segment Two and we also have analysis from Bryan Doherty with Total Farm Marketing in Segment Three.

Wheat led another strong session higher Wednesday after Russia announced an overnight shipping ban at Novorossiysk, its largest Black Sea port — while crude oil and soybean oil rallied right alongside it. Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down why this move feels less like a weather market and more like the early days of the 2022 invasion, plus a rough session for cattle and feeders ahead of Friday's Cattle on Feed report. Also in Segment One, we hear our Midday Commentary from Wednesday with Arlan Suderman at StoneX and news headlines to end the show in Segment Four.

Plus: Novo Nordisk files a deceptive advertising lawsuit against Eli Lilly. And the latest Chinese AI model launches rattle expectations for the biggest AI players in the US. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben Bennett, Head of Investment Strategy, Asia, shares his thoughts on why US treasury yields stayed elevated as the oil price fell, the latest developments in the AI story, and whether Chinese equities could replicate the huge gains seen in Korea.This podcast was recorded on 8 July 2026 and is hosted by Harry Brooks.All data is sourced from LSEG as at 7 July 2026 unless otherwise stated.For professional investors only. Capital at risk. For illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security.

On today's Market Talk, we begin the show in Segment One with analysis and perspective from Sue Martin with Ag & Investments in Clarion, IA followed by this week's episode of Cattle Chatter in Segment Two as Jesse gets to talk with Brad Kooima from Kooima Kooima Varilek on this week's program. Then, we take a look at Thursday's strength in soybeans coupled with weather thoughts, a higher US dollar and more with Bryan Doherty from Total Farm Marketing to close out the show.

Rumors that China is kicking the tires on buying U.S. soybeans gave the grains and oilseeds some upside momentum to open Tuesday's trade. The markets did pullback but could we be looking at more demand led story moving forward? That's one of many topics we discuss today with Jim McCormick from AgMarket.net on Market Talk. More at https://www.agmarket.net. The grain markets are watching weather and demand rumors as we work through mid-June while the cattle market continues to see a surge to start this week in the futures trade. Sam Hudson with Cornbelt Marketing joins us for analysis on today's show. Find more online by visiting https://www.cornbeltmarketing.com.

Mike and Jayden discuss more about this sell off on Dec corn and more in this week's episode. 

Mike and Jace discuss the bullish reaction to the screwworm news and more in this week's cattle talk podcast.

Susan Littlefield sits in today on Market Talk as she spends time at World Pork Expo in Des Moines, IA. We hear conversations with USMEF and Dr. Lee Schulz from Ever.Ag. It's also a new episode of Cattle Chatter with Brad Kooima from KKV Trading and we talk markets with David Ericson from AgOptimus.

Mike Minor and Mike Fitzgerald discuss current hog expectations live at the World Pork Expo!

Mike and Jordan discuss the inverse relationship with inflation and grains plus more in this week's episode.

Mike and Nick discuss the cattle on feed report and more in this week's episode.

Mike and Jeff discuss current hog markets and fundamentals in this week's hog market talk.

Mike and Jace discuss the bearish trend of feeders, report estimates and more in this week's podcast.

Lucas and Jayden discuss the current grain markets drivers and more in this week's podcast.

Mike and Pat discuss the bearish livestock markets and more in this week's episode

Mike and Jayden discuss trade after WASDE and trade negotiations.

Mike and Jeff discuss Trumps tariff talks and more in this week's Cattle Market Talk podcast.

Mike and Luke discuss cash hogs, summer kills, and some grain in today's Hog Market Talk podcast.

Mike and Jayden discuss today's market situation.

In this episode of Market Talk, Natalie Picha, Partner and Chief Experience Officer at RHP Wealth Management, is joined by Kim Hegwood, Managing Attorney at Your Legacy Legal Care in Houston, Texas, to unpack one of the most important—and often overlooked—aspects of financial planning: protecting your legacy. Together, they go beyond wills to explore the real risks families face without proper planning, including incapacity, guardianship, and family conflict. From trusts and power of attorney to special needs planning and blended families, this conversation delivers practical guidance to help you make confident, informed decisions.  If you've ever thought, “I'll get to that later,” this episode will show you why later might be too late—and what steps you can take today to protect the people you care about most.Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

Mike and Jace discuss president Lula's visit to the White House.

Mike and Jeff discuss hog cutouts and more in today's Hog Market Talk.

Mike and Jeff discuss the sharp increase in the cash market and how it affects packer margin.

Mike and Jayden discuss the opportunity in corn today and more in this weeks episode. 

Mike and Luke discuss the Iran war, crude oil spike, and cash hogs in this week's episode.

Mike and Jayden discuss the grain market in this week's grain market talk.

Mike and Nick discuss the current cattle market

Mike and Jeff discuss the pull back in the May Jun months and more.

Mike and Luke discuss current Hog Market news

Mike and Pat discuss the planting outlook, fundamentals and more.

Mike and Nick discuss the sterile fly facility opening and the cattle on feed report. 

Mike and Pat discuss the Straight of Hormuz, Corn / Soy ratio, and WASDE takeaways. 

Mike and Jace discuss the current cattle market

Mike and Luke discuss the apparent ceasefire, market reaction and more.

Mike and Jeff discuss the shift in the pork industry.

Mike and Jace discuss the new highs in cash cattle.

Mike and Jace discuss the inverse relationship of Corn and Crude.

Mike, Pat and Lucas talk current grain conditions.

Mike and Jeff discuss the recent standings in the cattle market