The Ag View Pitch

Shay introduces and interviews Jeremy Doetch, a former banker and new Ag View Solutions consultant! Jeremy brings a lot to the team and has a great perspective on helping clients, understanding farm growth, transition, and struggles, and is going to absolutely elevate the quality of the Ag View Solutions team!

In this episode of The Ag View Pitch, Shay Foulk and Andy Hruby discuss how farmers across the Midwest are juggling spring fieldwork, grain movement, and marketing decisions. With planting wrapping up in some areas and just beginning in others, they explore basis pushes, delivery logistics, and why now might be the time to revisit your marketing plan.

Garret Brown and Shay discuss exports, this week's report, and the potential impact of non-record yields in 2025- another interesting year!

In this Ag View Pitch episode, Chris and Jeff Fichtelman dive into planting progress across the Eastern and Central Corn Belt, with updates from Ohio to Iowa. They discuss how fast farmers are moving, the challenges with weather forecasts, and the importance of spreading out planting windows. The conversation covers market expectations, the lack of a current weather premium in corn prices, the outlook for old and new crop sales, and the cautious optimism surrounding export demand. They also touch on geopolitical factors, wheat market pressures, and key strategies for farmers as we move into May. Tune in for a practical, real-world discussion packed with insights on grain marketing, crop conditions, and managing risk this season.

https://19-minutes.supercast.com/In this conversation, Chris Barron and Josie Rudolphi discuss the critical issue of mental health in the agricultural sector. They explore the various stressors that farmers face, including financial pressures, family dynamics, and the stigma surrounding mental health. Josie shares insights from her research on the prevalence of anxiety and depression among farmers, highlighting the need for open communication and support within families and workplaces. The discussion emphasizes the importance of recognizing signs of mental health issues, fostering a supportive work environment, and balancing work and personal life to improve overall well-being. In this conversation, they discuss various aspects of managing a family farm, focusing on communication, boundaries, time management, and mental health. He emphasizes the importance of setting physical boundaries between work and home life, the necessity of time tracking for better work-life balance, and the challenges of succession planning in family farms. The discussion also highlights the significance of open communication among family members to navigate transitions and maintain mental well-being, especially during stressful periods like planting.

https://19-minutes.supercast.com/

Optimistic discussion with Joe Vaclavik and Andy Hruby around markets and potential opportunities with tight global corn balance sheet, lack of soybean acres and tariff impacts. How these things are shaping up for the current marketing year as we approach planting season leading to the conversation of is this the year seasonal trends play into the market? 

Steve Georgy, President of Allendale, Inc and Jeremy Doetch discussed how tariffs continue to impact trade and pricing, leading to adjustments in the corn market. An acreage shift is underway as farmers respond to market signals, meanwhile, the cattle industry remains resilient, supported by strong demand. To navigate these complex market dynamics, they emphasized the importance of working with a professional team to make informed and strategic decisions.

https://19-minutes.supercast.com/

Jeremy Doetch is joined by Greg McBride - Director of Brokerage from Allendale. They discuss grain markets, highlighting key risks, weather impacts, and opportunities for 2025. They explore strategies for selling into rallies and protecting profits, emphasizing risk management in a volatile market.

In this episode of “The Ag View Pitch,” Chris talks with Jim McCormick of AgMarket.Net about the funds’ long position, especially in the corn market, potential threats of the Trump tariffs, and the recent rally and corn impact.

They also discuss the likelihood that oil prices will likely stay steady and practical considerations for farmers to think about as they navigate the commodity price roller coaster in the weeks and months ahead.

In this episode of "The Ag View Pitch," Pete Meyer and Chris discuss the halted tariffs and their minimal impact on market movement, noting that funds maintaining a long position have recently boosted markets.

They explore potential price ranges for corn and soybeans, highlighting the need to monitor U.S. trade, Brazil's weather, energy prices, and demand.

Pete also questions whether DOGE will target USDA expenses for cuts, similar to reductions in other government agencies.

In this week's market outlook, Iowa State University economist Chad Hart joins Chris to discuss the recent rally in the corn market, farmer sentiment, and the profitability opportunities at current price levels.

They also explore the impact of basis levels, strategies for capitalizing on price opportunities, and the importance of setting market offers for new crops rather than timing the market.

In this episode of The Ag View Pitch, host Paul Neiffer sits down with Mike Finley at the 2025 Executive Business Conference in Florida. Together, they delve into strategies for farmers to diversify their wealth beyond the farm. Mike shares actionable advice on investing in low-cost index funds, setting up retirement accounts, and leveraging financial tools like custodial Roth IRAs and 401(k) plans. Learn how time in the market beats timing the market, the impact of compounding interest, and the importance of financial education for the next generation. Whether you're a seasoned farmer or just starting out, this episode is packed with valuable takeaways to help you secure your financial future.

Tune in and discover how to create wealth that lasts for generations while enjoying life beyond the farm.

In this episode of The Ag View Pitch, host Paul Niefer sits down with Ben Gordon from Fractal at the 2025 Executive Business Conference. They dive into the complexities of farmland investment, discussing both the challenges and opportunities in today’s agricultural landscape. From cash flow struggles and interest rate impacts to the long-term bullish outlook on American row crop farmland, Ben provides insights for farmers, investors, and agribusiness leaders. He also shares how Fractal supports growth-oriented farms with innovative financing solutions. Whether you’re a farmer considering expansion or simply interested in the future of farmland investment, this episode is packed with valuable perspectives.

In this episode of The Ag View Pitch, Joe Vaclavik fills in for Chris to host a discussion with Jarod Creed and Peter Meyer from the Ag View Executive Business Conference in Florida, diving into the latest trends in grain markets, crop insurance strategies, and agricultural demand. The team breaks down the recent rally in corn prices, explores the disconnect between cash and futures markets, and evaluates the impact of fund activity.

Key topics include:

• Sustainable price levels for spot corn and farmer selling trends. Crop insurance strategies for 2025 and the importance of aligning marketing plans.
• Acreage forecasts, potential shifts in corn and soybean plantings, and demand dynamics in biofuels and global markets.
• The role of volatility in crop insurance pricing and why enhanced coverage options are a must for producers.

In this episode, Brent Judisch from P&K Equipment joins Chris to discuss current pricing trends for tractors, sprayers, combines, planters, and tillage equipment.

Brent highlights the most economical purchase options and evaluates the value of equipment at various ages.

They also explore the benefits of leasing versus purchasing, noting that recent devaluation has opened up new buying opportunities for essential fleet additions.

Joe Paulson speaks with Joe Vaclavik of Standard Grain. They discuss topics such as the positive and negative implications of tariffs, dryness in Argentina, multi-year highs in the corn market, the impact of funds, and the acreage mix for 2025.

In this episode, Paul Neiffer joins Chris to discuss the latest USDA guidance on 45Z.

Paul breaks down the specifics, focusing on the math related to reduced tillage, no-till practices, enhanced nitrogen use, and cover crops.

Shay talks with Paul Bergschneider about the benefits of having a part-time CFO as a key decision-maker in your operation, and when it might be time to consider bringing someone like that into your Strategic Resource Team.

They also discuss what services a farm may not be good at handling internally, and would elevate their business from an outside partner. Give this a listen and check out http://www.bergschneiderag.com/our-services.html if this might be of interest.

Jeremy Doetch and Jarod Creed review and discuss ideas with old crop and new crop.

Matt Bennett with Agmarket.net and Andy Hruby have a conversation around the recent rally and sell off we saw Friday Jan 3.

Matt gives a recap on what led this rally and what concerns his team sees moving forward. Opportunities in marketing strategies are present, how and why producers may want to consider them to help find ways to be profitable in 2025.

They give a recap of basis opportunities and things to consider as we work on marketing the 2024 crop. 

In this episode, Chris is joined by three expert guests on the topic of farm financials.

Paul Neiffer “The Farm CPA”, Jarod Creed with JC Ag Financial, and Paul Schrader Chief Credit Officer with Kerndt Bros. Bank in Cedar Rapids Iowa.

This conversation is a deep dive into the financial challenges that agriculture faces as we head into 2025. Each guest gives their perspective on some of the hurdles we face in the year ahead and best practices to navigate these issues.

This conversation will leave you with some takeaways that can be applied directly to your operations bottom line.

Jeff Fichtelman visits with Chris in the final 2024 Market Outlook episode.

Jeff points 3 key marketing lessons learned in 2024 and explains how those lessons can be used as opportunities throughout 2025.

If you’d like to reach out to Jeff Fichtelman directly: jeff.fichtelman@gmail.com

Joe V. and Andy talk about wrapping up 2024 with market implications from direct farm payments, demand, and South America crop update.

We talk about getting out of the 2024 crop alive and planning properly for 2025.

Paul Neiffer the farm CPA joints Chris for some Breaking News!

Both the House and Senate have passed the continuing resolution with the expectation that President Biden will be signing the bill yet today.

This bill provides $30.78 Billion of aid to farmers.

Paul goes on to explain some of the details by crop, both from the disaster and the economic assistance portion of the Bill.

If you’d like more details on the aid package, Paul will be providing a free webinar on Monday morning.

You can check the webinar out at: farmcpareport.com

Jim McCormick with AgMarket.Net visits with Chris in this week's episode.

Jim revisits last week’s USDA report. He talks through the positive numbers for corn while at the same time recognizing the potential upper limits for price action.

The conversation goes on to include discussions around ethanol, South American weather, and the Trump administrations potential impact from tariffs.

They wrap up the conversation discussing the potential impact of the 2025 acre mix as farmers navigate through decisions on crop rotation.

Dan Uppena, US Sales Lead for Corteva Biologicals visits with Chris in this episode.

Dan and Chris discuss how the implementation of biologicals even in a low margin environment could make a big difference to the bottom-line profitability of your operation.

Chris questions Dan on a number of topics around the differentiating factors that Corteva offers in the biological space.

They touch on the core products offered by Corteva and some of the information behind the benefits that these products can bring to your crops and bottom-line profitability.

Duane Lowry visits with Chris this week’s market outlook.

Chris and Duane discuss Tuesday’s USDA monthly supply and demand report along with the recent strength in the corn market.

Duane cautions everyone about not being too optimistic on where price levels could go.

He points out some of the threats that could challenge commodity prices in the weeks and months ahead.

Duane points out the importance of monitoring these challenges which include South American weather, tariffs, geopolitical situations, farmer sales of a BIG inventory, and the possible decline in crude oil prices.

At the end of the conversation, Duane notes that the crude oil market could be a huge potential negative on commodities as a whole; as the Trump administration steps into Office.

Jarod Creed visits with Chris and this weeks market outlook.

The markets continue to provide little if any profit margin. As we sit around and wait for pricing opportunities, we must consider the potential for continue downside risk both in old and new crop.

Jarod provides perspective on several market conditions to pay attention to in the conversation.

• The funds
• Farmers slow pace of Sales
• Basis levels
• Political influences
• Demand considerations

Angie Setzer of Consus Ag Consulting joins Andy Hruby to talk about her conversations and feedback from Brazilian farmers and how things are going from their perspective.

The topic of year end rewards in basis and marketing opportunities.

Key things to keep in mind in the corn market as we approach year end.

We address the bear soybean market and how to think positively about things that could play out in the next 12 month

Today Joe Paulson and Jeff Fichtelman have a discussion on all things marketing.

They discuss the impact of political winds changing in DC, burdensome global soybean supplies, corn demand, as well as lessons from past cycles and how knowing your numbers is an evergreen tactic to navigate volatile markets.

This is the 3rd and final part and final steps in the process to be completed in January and/or February:

1. Finish the "5 ratios every farmer needs to know" when year-end income statement is completed.
2. Review the Loan Renewal/New Checklist to aid in State of the Farm address.
3. Send your lender the Lenders Questionnaire.
4. Fill out the State of the Farm address.

Mark Welch Marketing Extension with Texas A&M visits with Chris in this week’s Market Outlook.

Mark updates the yield reduction in last week’s WASDE report and explains we still have a large inventory with an uncertain demand picture moving forward.

Mark also gives some price perspectives and points out the importance of analyzing your cash flow needs and getting targets in place to take advantage of opportunities.

These price opportunities may be limited and short-lived so it’s more important than ever to have your plan in place well in advance.

In this episode we cover the three steps in December and January after machinery is put away:

1. Complete a Fair Market Value balance sheet at or as close to year end as possible.
2. Start working through the "5 ratios every farmer needs to know".
3. Compete a debt schedule that lists ALL debt and capital leases.

Jim McCormick with AgMarket.Net visits with Chris in this week's market outlook.

Jim and Chris discuss harvest results for both corn and soybeans as the season is getting closer to wrapping up.

They go on to discuss 2024 stored bushels and some of the marketing scenarios to consider as we move toward the end of the year and into 2025.

They continue the discussion with how different election results might affect the markets.

Jim wraps up the conversation with some perspective for producers to consider over the next few months as they look at their financials for 2024 and consider what 2025 can bring to the financial table.

Peter Meyer visits with Chris in this week’s episode.

The discussion begins with Pete explaining the contrast between a Harris administration versus a Trump administration. Both administrations have their pros and cons for agriculture and future commodity prices.

The balance of the conversation revolves around the impact of a poor demand situation. Pete elaborates on some potential price ranges for corn and soybeans that might be opportunities to seriously consider.

Other topics Pete hits on include basis levels, the funds, inflation, and current oil and energy prices.

Jarod Creed visits with Chris in this week’s market outlook.

Jarod and Chris discuss harvest progress and basis pressure.

They go on to discuss pricing opportunities with post-harvest objectives to consider.

Joe Vaclavik with Standard Grain visits with Chris in this week's episode.

Joe and Chris discuss harvest progress and the pressure that it’s putting on basis levels.

They go on to talk about the following topics:

• The Funds
• Chinese demand
• Inflation.
• The bright spot of ethanol demand
• Storing 2024 crop - corn versus soybeans
• Current and future marketing possibilities

Jim McCormick with AgMarket.Net visits with Chris in this weeks episode.

They begin the conversation discussing a fast paced harvest with a lack of price pressure yet to this point.

However, as we get deeper into harvest, we could see eventual price pressure on top of basis pressure.

Jim also talks about Fund positioning currently and some of the price threats to watch out for as we get deeper into harvest.

South American weather will still be on the eyes of the marketplace.

They wrap up the conversation discussing 2025 sales opportunities.