Podcasts about market talk

Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on how higher long-end yields shaping cross-asset performance. Also on the agenda is Japanese yen strength, the outlook for oil and Nvidia's* latest results. This podcast was recorded on 2 September 2026.All data is sourced from LSEG as at 1 September 2026 unless otherwise stated.For professional investors only. Capital at risk. Securities mentioned for illustrative purposes only. *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 Thursday's Market Talk, we wrapped up our time at the Farm Progress Show as Susan Littlefield shared a conversation with Darren Frye from Water Street Solutions to recap Thursday's trade in Segment One. Then it was on to a new episode of Cattle Chatter with Susan and Brad Kooima from KKV Trading in Segment Two.Then, Jesse Allen checks in with Bryan Doherty from Total Farm Marketing for a recap of Thursday's market trade action in Segment Three followed by a conversation with Jon Skinner from Beck's Hybrids talking Seed IQ and more during the Farm Progress Show.

Day One of the Farm Progress Show in Boone, IA and we sit down with the team at CLAAS to learn about product announcements and more. CLAAS tractor product specialist Tanner Whipps joins Market Talk for the official public launch of CLAAS's new generation tractors at the Farm Progress Show in Boone, Iowa. We also talk with CLAAS Senior Vice President Region Americas Eric Raby about the company's three-year product launch strategy, its growing investment in Omaha, Nebraska, and how CLAAS is building out its dealer network and after-sale support across North America. And later in the show, we hear from CLAAS forage harvester specialist Alan Osterhaus as the Jaguar 1000 series makes its first appearance at the show.In between, we talk markets in Segment Three with Steve Nicholson from Rabobank as we discuss demand, risk management and big picture trends in the grain market rally.

Another Friday, another headline out of Washington for the cattle market. Joe Kooima of Kooima Kooima Varilek Trading in Sioux Center, Iowa joins Market Talk to break down why President Trump's latest social media post on meat processing deregulation barely moved an already oversold cattle market, where the technical support levels sit for October live cattle and feeders, why the lean hog chart has gone quiet, and why fund money is pushing corn toward a run at $5.65 with wheat and soybeans following along.Also corn, wheat and soybeans closed out a powerful two week rally on Friday even as they faded into the close, while the cattle market kept sliding under the weight of headline risk and weak feedyard leverage. Brady Huck of Empower Ag Trading in Kansas joins Market Talk to walk through his December and March corn seasonal charts, explain why funds keep piling into length, and break down why the cattle market's damage may not be finished yet.We also have analysis and perspective from Mike Castle, Senior Commodities Economist at StoneX in Segment One and discuss the topic of beef on dairy and U.S./Canada trade impact on dairy in Segment Four.

Wheat extended its rally Thursday while corn cooled slightly after a big August run. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk to break down what's driving the grain complex, walks through long ratio call and put spread strategies, and shares his read on cattle, hogs, and dairy amid beef import plan uncertainty. Find more online at https://www.totalfarmmarketing.com.Also on today's show: specialty buying, short covering and some bargain hunting are adding another layer to this week's cattle trade. But the big surprise came in the cash market, as the North blinked first while the South continues to hold out. On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down why it was so unusual to see Northern cattle trade ahead of the Southern market and what that could mean for cattle producers. Brad also looks at plant closures, including Joslin, and how changes in processing capacity can work their way back into the cash cattle market. We also take a look at the border reopening this week, comparing cattle and futures prices from May 11, 2025, with where the market stands this week.

Wheat exploded to the upside Wednesday, pulling corn and soybeans along for the ride, as reports of escalating tension in the Russia-Ukraine war rattled the grain complex. Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down whether this is shaping up like 2022 again, why algorithmic trading keeps amplifying the volatility, and what a $100 crude oil market would mean for wheat prices. Plus, corn's path to a $6 handle, tightening Ukraine soil moisture, the U.S.-Canada ethanol tariff standoff, and how the fallout from President Trump's beef import plan is hitting cash cattle prices by $250 to $500 a head.Mike Zuzolo will also be speaking at a market outlook seminar hosted by three area farm bureaus in Colona, Illinois, near the Quad Cities, on September 10. Learn more and find his research at https://globalcommresearch.com.

We saw the corn and soybean markets rally on Tuesday while the cattle complex continued to struggle amid headline news and more. On today's Market Talk, we get analysis and perspective on the grain markets and managing your marketing with Kristi Van Ahn-Kjeseth with Van Ahn & Company in Segment Two.Later in the show, we take a deep dive into the cattle market struggles and talk charts, sentiment and more with Tyler Schau from AgMarket.net. He also gives us his thoughts on feed costs, energy prices and the recent rallies in the grain complex. We also begin the show with some thoughts from Tuesday's Midday Commentary with Mike Castle at StoneX.

Corn closed higher for a fourth straight session on Monday while soybeans were under pressure. Meantime, the cattle complex was under heavy pressure to start the week. We break down the markets with Mike Minor from Professional Ag Marketing and John Heinberg from Total Farm Marketing on today's show. And, Eric Snodgrass, Senior Science Fellow and Principal Atmospheric Scientist at Nutrien Ag Solutions, joins Market Talk for his weekly weather update. This week: what stagnant July winds may have meant for corn pollination and the disappointing Pro Farmer Crop Tour results, why this year's El Nino is already outpacing 1997 and 2015, what a quiet Atlantic hurricane season means for the flash drought in Texas, how South America's planting calendar could get pushed back two to three weeks, and why Europe's broken drought is bringing flooding rain instead of relief.

ONLINE EXCLUSIVE: This conversation is available exclusively here on Market Talk's digital channels. Grain markets have rallied hard over the past two weeks, and Nick Lawrence of TraderPHD joins Market Talk to break down what's really behind the move. Nick walks through why USDA's August WASDE yield cut caught more analysts off guard than expected, how this year's crop tour largely confirmed the smaller crop, and why corn and soybean stocks-to-use ratios are trending tighter than they have in years.

Corn posted new contract highs this week on its continued rally and Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk to break down what's driving it. Bryan walks through tightening carryout numbers following a disappointing Pro Farmer Crop Tour showing in Illinois, why end users haven't fully chased the market yet, and how Black Sea shipping uncertainty is putting a floor under the wheat complex. He also continues our series on futures and options strategies discussing a fence strategy, then wraps with an update on the cattle and dairy markets ahead of Friday's Cattle on Feed report. Also on today's show, are we not killing enough cattle—and are producers starting to lose their leverage? On this week's Cattle Chatter, Brad Kooima with Kooima Kooima Varilek breaks down a cattle market full of moving pieces. Tyson plants are going offline, Ft. Morgan is coming back online, and boxed beef is showing some movement. Meanwhile, the charts have been a wreck, the cash market is trying to firm, and Kansas has now joined Colorado and Texas in going "confidential" on USDA cash cattle reporting, citing thin trading volume.

Dividends can be an important part of an investor's total return, but there's often confusion about how they actually work. Ben and Keith break down the basics of dividend investing and explain why changes in a stock's price do not necessarily mean changes in the income it produces. Understanding the numbers can help investors look beyond daily price movements and see the bigger picture. Here's some of what we discuss in this episode:

Mike Zuzolo of Global Commodity Analytics joins Market Talk to break down a grain market that's starting to echo 2022. He and host Jesse Allen dig into the Midwest crop tour's surprising soybean pod count data out of Indiana and Nebraska, a near-total collapse in Black Sea grain shipping capacity, why Paris corn futures are the chart to watch, and what a razor-thin global stocks-to-use ratio means for corn's next move. They also cover the cattle market's reaction to the Tyson plant closures and a feeder-to-corn ratio flashing a tightening supply signal. Learn more at https://www.globalcommresearch.com. Also on today's show, Gabby Bourret-Sicotte, Chief Evangelist and Head of Customer Solutions for satellite ag-intelligence firm Treefera, joins Market Talk to break down why her company is holding its U.S. corn yield estimate steady even after USDA's August WASDE report cut its own number. We also cover how Treefera's dashboard helps traders and farmers manage risk across multiple global storylines at once, what a forecasted "Super El Nino" could mean for cocoa and coffee in 2026-27, and why a widening wheat supply squeeze in the U.S. and Europe has Treefera advising some growers to switch varieties. Learn more about Treefera: https://treefera.com

On today's show, Matt Bennett of AgMarket.net joins Market Talk to break down a mixed Tuesday session in the grains, why the corn market seems to want proof before it rallies despite a tightening balance sheet, and what's ahead for acreage, fertilizer decisions, and the cattle market following recent beef plant news. Find more online at https://www.agmarket.net. We also begin with news headlines including more perspective on the Tyson news and thoughts on the grain market volatility and impacts on cash basis in Segment One. Then in Segment Two, we hear from Mike Castle, Senior Commodities Economist at StoneX, who joined us for Tuesday's Midday Commentary to discuss grain market action, fertilizer prices and the outside markets he is watching this week.

On Monday's episode of Market Talk, Mike Minor of Professional Ag Marketing kicks things off to unpack Monday's soybean-led rally, driven by strong export inspections and continued Chinese buying for the new crop. Plus: cattle and hogs continue to digest the Tyson plant closure news, and Mike shares what he's watching on basis heading into harvest. In Segment Two, we get a look at the weather forecast for the week ahead including a recap of flooding, severe weather and drought with Eric Snodgrass from Nutrien Ag Solutions. Find more at https://www.agweather.com. And then, John Heinberg of Total Farm Marketing joins Market Talk to break down Monday's action across the grain and livestock complex. Soybeans led the way, closing above the May high and opening the door to a possible run at July highs, while corn stayed caught between beans and wheat just under the key $4.92 resistance level. John also digs into last week's Commitment of Traders data, where funds were net sellers of the core ags but massive buyers of sugar, coffee, and cotton — a pattern he ties to possible El Niño weather premium building for Brazil's next growing season. Plus: cattle and hogs react to the fallout from Tyson's plant closures, and John shares his marketing advice for producers heading into harvest.

Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk on Friday to break down a rough end of the week in the cattle complex after Tyson Foods announced it is closing two beef facilities, including the Joslin, Illinois plant, and looking to sell a third. Joe explains why this round of consolidation does not feel like the last two, what the loss of open interest is telling him about who is left in the cattle market, and why packer margins recovered almost overnight. He also looks at a stagnant hog market, the surprise corn yield cut in Wednesday's WASDE report, and the weather risk building west of the I-29 corridor. Brady Huck of Empower Ag Trading in Kansas also joins Market Talk to unpack a Friday that pulled the cattle and grain markets in opposite directions. On the cattle side, Tyson Foods announced it is closing the Joslin, Illinois plant and a case-ready facility in Utah while looking to sell Pasco, Washington. Brady walks through why the market still lacks conviction, why the boxed beef cutout is the number that has to move first, and what the chuck and the round have to do with any rally. On the grain side the tone flips. A supportive WASDE report, a national corn yield cut, Black Sea headlines and a wheat market making a run at eight dollars have given the bulls multiple stories to work with. Brady lays out what tight world stocks-to-use means going forward, and how producers should think about rewarding this rally without over-committing bushels they may not raise.

Corn carryout is narrowing on both old crop and new crop and the resulting stocks-to-use figure is the tightest in four years. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk the day after the August WASDE to break down a 180.7 bushel national corn yield, the wide gap between the I-states and a drought-stressed western Corn Belt, and why he thinks 2027 sets up as a must-have crop year. Bryan also continues our lesson series built on Total Farm Marketing's special report, 12 Option Strategies for an Uncertain World, walking through the bull call spread and the bear put spread and when each one fits a producer's marketing plan. On this week's Cattle Chatter, brought to you by Zoetis, Brad Kooima with Kooima Kooima Varilek breaks down the latest slaughter numbers while looking at the impact of extreme heat, dry pastures and an uptick in video cattle sales. Was last week's cash cattle trade actually cattle purchased for deferred delivery? As Labor Day approaches, the focus turns to beef demand and boxed beef movement. How does the market get the boxes turned, and what will it take to keep product moving as we look beyond the holiday and into the fall? We also begin the program today with market analysis and perspective from Sue Martin with Ag & Investments in Clarion, IA during Segment One of Thursday's show.

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.

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

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

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

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

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

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

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

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

Mike and Jayden discuss trade after WASDE and trade negotiations.

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.