Episode Details
Back to EpisodesAG Squawk with Davis Michaelsen | Randy Martinson | Long Antacid While The Funds Decide
Description
We walk through a choppy start to the week across grains and livestock, then zoom in on what harvest is doing to cash markets and basis. Randy Martinson joins us to frame WASDE week risk, the next key price levels, and how crop insurance belongs in the same toolbox as futures, basis, and on-farm storage.
• daily export sales and export inspections shaping demand expectations
• harvest-driven basis weakness and why corn basis often bottoms mid-October
• field updates from the Fargo area on soybeans, corn, and weather delays
• why wheat export demand stays sluggish despite global supply shifts
• what the trade watches in the October WASDE tables and revisions
• realistic downside levels for corn and soybeans if surprises hit
• fund positioning risk and a scaled reownership approach
• seasonal livestock supply pressure plus the impact of imported beef
• diesel and fertilizer sticker shock driving fall application decisions
• storing extra soybeans for potentially stronger crush-plant basis later
• crop insurance harvest price, claims, and how coverage guides marketing limits
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