Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Allison Thompson | Money farm
Description
We kick off in a rainy central Iowa backyard, where the ground goes squish, and markets rip higher across corn, soybeans, wheat, and livestock. We talk with Allison Thompson of The Money Farm about why the rally is so headline-driven, what to do with it during harvest, and how to think about risk while costs remain high.
• Grain and livestock markets start the week sharply higher
• USDA notes on beef production declines and lower cattle price forecasts
• Mandatory country-of-origin labeling for beef moving in the Senate farm bill process
• China trade meeting headlines as a key driver for soybeans and spillover support for corn and wheat
• wheat export competitiveness versus Black Sea supplies and what could shift demand back to the US
• Local basis patterns, end-user competition, and harvest logistics
• skepticism around USDA yield estimates and the role of harvest weather variability
• practical grain marketing ideas including cash sales and put strategies during a rumor-driven rally
• fuel risk management using crude options as a cross hedge for diesel needs
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