DiscoverMoving Iron Podcast
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MIP Markets with Shawn Hackett - Sleeper Geopolitical Assets
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of the commodities market, focusing on wheat. They discuss the impact of dry weather conditions in Kansas, Oklahoma, and Texas on wheat yields and the potential for frost and downgrades in the Russian wheat crop. They also explore the role of volcanoes and climate cycles in shaping global weather patterns and the implications for agricultural supply. Hackett emphasizes monitoring these factors and the potential for short covering in the grain markets.
Keywords
#commodities #market, #wheat, #dryweather, #yields, #frost, #Russianwheat, #volcanoes, #climatecycles, #agriculturalsupply, #shortcovering, #grainmarkets
Takeaways
Dry weather conditions in Kansas, Oklahoma, and Texas have negatively impacted wheat yields, with 25-50% reported potential losses.
The Russian wheat crop has been downgraded, increasing concerns about global wheat supply.
Volcanic eruptions, such as the recent Tonga eruption, can significantly impact global weather patterns, including extreme temperatures and precipitation.
Climate cycles like the Gleisberg cycle can contribute to hot and dry weather conditions, which can potentially lead to crop problems.
Short covering in the grain markets may occur if wheat prices rise, potentially impacting other grain commodities.
Sound Bites
"Dry conditions in Kansas, Oklahoma, and Texas have led to 25-50% potential yield losses in the wheat harvest."
"If frost occurs in mid-late May, it could result in permanent yield loss due to lack of moisture."
"The Russian wheat crop has been downgraded, raising concerns about global wheat supply."
Chapters
00:00
Dry Weather and Wheat Yields
09:26
Short Covering in the Grain Markets
Click To Watch:
https://youtu.be/-Rmjh7gV9y8
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #429 Presented By Axon Tire - Optimizing Performance and Cost-Effectiveness with Axon Tire
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, the team from Axon Tire discusses a footprint study they conducted with Iowa State University on the Alliance VF 750/60R46 tire. Before diving into the topic, they introduce themselves and their roles within the company. The study aimed to accurately measure the tire's footprint and compare it to other tire sizes. The results showed that the VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure and a similar footprint at road speed. The team emphasizes the importance of understanding tire technology and how it can benefit farmers regarding soil compaction, performance, and cost-effectiveness. They also highlight Axon's expertise and commitment to providing solutions backed by years of knowledge and collaboration with major tire manufacturers. The episode concludes with information on how to reach out to Axon Tire for further inquiries.
Keywords
#AxonTire, #footprintstudy, #AllianceVF 750/60R46 #tire, #IowaState University, #tiretechnology, #soilcompaction, #performance, #costeffectiveness
Takeaways
The footprint study conducted by Axon Tire and Iowa State University showed that the Alliance VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure.
Farmers must understand tire technology to optimize soil compaction, performance, and cost-effectiveness.
Axon Tire offers a wealth of knowledge and expertise backed by years of collaboration with major tire manufacturers.
The company is committed to providing solutions and supporting their products to help farmers move more iron.
Titles
The Importance of Understanding Tire Technology for Farmers
Optimizing Performance and Cost-Effectiveness with Axon Tire
Sound Bites
"Anytime you can have a bigger footprint in a narrower width tire, it makes it much easier to put it on the road, stay in the right tracks in the fields, and put much less strain on the operator."
Chapters
00:00 Introduction and Team Introductions
09:34 The Importance of the Footprint Study
12:10 Understanding the Design and Benefits of the Alliance VF 750/60R46 Tire
20:53 Exploring Engineering Possibilities and Customer Applications
23:22 Axon Tire's Expertise and Commitment to Providing Solutions
26:02 Closing Remarks and Contact Information
Click to Watch:
https://youtu.be/NieN7yJKf5k
Presented By @AxonTire
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #428 Presented By DIS - Data Is The Low Hanging Fruit - With John Anderson
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this episode, John Anderson, an industry consultant and one of the original founders of PFW Systems, discusses the need for innovation in the equipment business. He emphasizes meeting customer expectations and creating a positive customer experience. John also highlights the potential of AI and data analytics in improving dealership operations and customer interactions. He urges dealerships to embrace disruption and adapt to the rapidly changing industry landscape. Overall, John emphasizes the need for dealerships to set high standards, leverage data, and collaborate with business system suppliers to stay competitive.
Takeaways
Dealerships need to embrace innovation and adapt to the changing industry landscape.
Meeting customer expectations and providing a positive customer experience are crucial for success.
AI and data analytics can improve dealership operations and customer interactions.
Dealerships should set high standards, leverage data, and collaborate with business system suppliers to stay competitive.
Chapters
00:00 Introduction
00:33 Background and Journey
03:24 The Need for Innovation
05:13 Disruptors in the Industry
06:28 The Impact of AI
09:05 Meeting Customer Expectations
10:17 Utilizing Data for Predictive Maintenance
11:26 Setting Customer Expectations
13:01 The Importance of Customer Communication
14:54 Creating a Positive Customer Experience
16:36 Emulating Successful Companies
20:19 Adapting to Changing Customer Expectations
21:53 Collaboration with Business System Suppliers
23:11 The Importance of Data and Visionary Roles
25:02 The Need for Industry Investment
26:23 The Lack of Innovation in Dealerships
28:32 Harnessing the Power of Data
31:09 The Rapid Pace of Change
33:48 Preparing for Disruptions
36:22 The Need for Innovation in Dealerships
37:00 The Importance of Keeping Up with Change
Click to Watch:
https://youtu.be/G42c7KB90qQ
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets With Shawn Hackett - The Decoupling Of Commodities From The US Dollar?
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this conversation, Casey Seymour and Shawn Hackett discuss various topics related to commodities and the global economy. They touch on the recent USDA report, the cattle market, and the decoupling of commodities from the US dollar. They also explore the potential impact of geopolitical factors and the upcoming US elections on asset prices. Hackett emphasizes the need to pay attention to these factors and adjust trading strategies accordingly.
Keywords
#commodities, #USDA #USDAreport, #cattle #markets, #decoupling, #USdollar, #geopoliticalfactors, #USelections2024, #assetprices
Takeaways
The April USDA report had little impact on the commodity market, but the following report incorporating new crop balance sheets will be more significant.
The cattle market experienced a setback due to the avian flu scare, but it is stabilizing. Hackett predicts that the market will continue to trade within a range.
Commodities are decoupling from the US dollar, which is unusual. Hackett attributes this to the geopolitical climate and the shift away from the US dollar as a reserve currency.
The global economy is entering a period of chaos and uncertainty, which will impact asset prices. Hackett suggests that hard assets like metals, food, and energy will hold their value.
The upcoming US elections and the divided views within the country could lead to civil unrest and further lack of confidence in the US dollar-based monetary system.
Chapters
00:00 Introduction and Discussion of Recent Events
06:04 The Decoupling of Commodities from the US Dollar
12:09 The Chaos and Uncertainty of the Global Economy
Click To Watch:
https://youtu.be/oFyr4FSv46k
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets with Chip Nellinger The April USDA Report
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Chip discusses the recent market report on stocks and Indian stocks and the discrepancies in crop estimates between CONAB and the USDA in Brazil. He also talks about the stability in the cattle market after heavy losses and the positive outlook for the hog market. Chip shares his thoughts on the upcoming planting season and how it may affect corn prices. He also discusses the lack of bullish news coming out of Brazil and the factors that could potentially spark a rally in the market.
Keywords
#commodities, #markets #marketingreport, #stocks, #Endingstocks, #Brazil, #cropestimates, #CONAB, #USDA, #cattle #Cattlemarket, #hogmarket, #planting24 #plant24, #corn, #bullish #news
Takeaways
The market report on stocks and Indian stocks showed minor changes, with a slight increase in domestic carryout beans and a decrease in corn carryout.
The South American crop estimates from CONAB and the USDA have significant discrepancies, particularly in Brazil, which could impact export demand and world carryout.
The cattle market has stabilized after heavy losses, and the hog market is performing well due to strong exports and the avian flu situation.
The upcoming planting season may lead to a price break in corn if planters roll early, but the South American crop situation and cash market will also influence prices.
There is a lack of bullish news coming out of Brazil, but the cash market and potential cuts in USDA numbers could spark a rally in the market.
Chapters
00:00 Introduction and Weather Update
05:00 Stability in the Cattle Market
10:22 Impact of Planting Season on Corn Prices
16:00 Conclusion and Contact Information
Click To Watch:
https://youtu.be/dBNpwNiSHHw
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #427 The Reroute Game In Baltimore With Blake Bina
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
Importance of Baltimore Port for Roll-On Roll-Off (RoRo) Operations: The Baltimore port is crucial for RoRo operations, particularly for equipment like Caterpillar and Agco products. Baltimore's efficiency in handling RoRo cargo makes it a preferred port for exporters of such equipment. However, with the recent bridge collapse incident, the port's closure has significantly disrupted RoRo operations.
Impact of the Bridge Collapse: The incident was caused by a ship hitting the Francis Scott Key Bridge, which closed the main channel, affecting commercial vessel transit. The Army Corps of Engineers is underway with salvage and recovery efforts, but clearing the channel and removing debris may take several months.
Diversion of RoRo Ships: Major RoRo carriers like Holglines have already diverted their vessels to alternative ports like Savannah, Brunswick, and Jacksonville. However, these ports may not have the same infrastructure and capacity to handle RoRo cargo efficiently, potentially leading to additional costs and delays for exporters.
Challenges for Exporters: Exporters with cargo staged in Baltimore face additional costs and potential delays in retrieving their goods. The longer cargo sits in the port, the higher the port authority's parking fees. To mitigate delays and costs, exporters may need to consider alternative ports and transportation methods, such as flat racks.
Short-Term Bottlenecks: The closure of the Baltimore port has created short-term bottlenecks at alternative ports, leading to potential delays of two to three weeks for inbound vessels. The diversion of cargo and the strain on infrastructure at alternative ports may cause additional delays and challenges for exporters and importers.
Long-Term Impact: While short-term delays are expected to be resolved as carriers implement contingency plans and increase capacity, long-term effects on cargo flow and logistics chains remain uncertain. Exporters and importers may face ongoing challenges in securing space on RoRo vessels and managing transportation costs until the Baltimore port resumes entire operations.
Keywords:
#Baltimore #portofbaltimore #RoRooperationsdisruption #FrancisScottKeyBridge #AlternativeportsforRoRoshipping
#Exporterchallenges #Cargodelays #Transportationlogisticsdisruptions
#Portclosures #supplychain #Shorttermbottlenecks #Longtermlogisticsimplications
Click To Watch:
https://youtu.be/LvdzgWMoKu8
Click To Listen:
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets With Shawn Hackett - The Brazilian Root Zone Is Dry
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this episode of Moving Iron Podcasts, Casey and Sean Hackett discuss the current state of commodities, focusing on corn and wheat. They talk about the potential impact of dry weather in Brazil on corn production and the potential for a decrease in exports, which could lead to a rise in corn prices. They also discuss the dryness in key wheat-growing areas in Russia and the potential for export restrictions and lower crop yields. Additionally, they touch on the cattle market and the recent avian flu situation.
Keywords
#commodities, #corn, #wheat, #Brazil, #dryweather, #exports, #Russia #wheatgrowingareas, #avianflu, #cattle #cattlemarket
Takeaways
Dry weather in Brazil could decrease corn production and exports, potentially raising corn prices.
Dryness in key wheat-growing areas in Russia may result in export restrictions and lower crop yields.
The cattle market experienced a decline due to the avian flu situation, but stabilization is expected.
Farmers should consider marketing price protection and buying opportunities in the current market conditions.
Titles
Marketing Price Protection and Buying Opportunities for Farmers
Stabilization in the Cattle Market after the Avian Flu Situation
Chapters
00:00 Introduction and Discussion of Travel Plans
07:10 Dryness in Key Wheat Growing Areas in Russia and Potential Export Restrictions
21:41 Closing Remarks and Contact Information
Click To Watch:
https://youtu.be/WJOnhl4ApBo
Click To Listen:
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #426 Two Brands Team Up Axon and Dawson Tire
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
https://info.ironsolutions.com/moving-iron-podcast.
Summary
The podcast features discussions among Tim Berardi (President and CEO of CFI Tire), Eric McPherson (founder and CEO of Dosson Tire), and Stuart Berardi (management team leader at CFI). They discussed CFI Tire's acquisition of Dawson Tire into the Axon Tire Brand. Tim explains that merging the brands will benefit customers and employees, and they discuss the strategic reasons behind the merger, including synergies in product lines and territories.
They delve into challenges faced during the merger, such as integrating different business systems and managing cultural differences. They emphasize the importance of communication and trust in overcoming obstacles and integrating teams effectively.
They also discuss how the merger expanded resources and sales teams, enabling better customer service and coverage. They mention surprising discoveries about their customer base and highlight the importance of understanding and meeting customer needs.
Finally, they touch on changes in leadership and management structure post-merger, focusing on improving organizational structure and communication for customers and employees. Throughout the discussion, they stress the importance of trust, communication, and adaptation in navigating the complexities of the merger process.
Takeaways
Merging for Growth: The merger between Axon Tire and Dosson Tire under the Axon Tire brand was driven by the desire for growth. Both companies recognized the need to expand and adapt to industry changes.
Synergies and Benefits: The merger aimed to capitalize on synergies between the two companies, such as combining knowledge, product lines, and resources to serve customers better and enhance employee opportunities.
Strategic Thinking: Strategic planning played a crucial role in the merger, focusing on long-term succession planning and providing the best outcomes for employees, customers, and the business.
Cultural Integration: Despite initial concerns about cultural differences, trust, and communication were highlighted as essential in successfully integrating the two companies. Building camaraderie and aligning values helped overcome cultural challenges.
Challenges of Integration: Significant challenges encountered during the merger included integrating different business systems, managing logistics, and adjusting to new processes. Open communication, project management, and a dedicated team were essential in overcoming these obstacles.
Customer Overlap and Expansion: Surprising findings emerged regarding customer overlap, showing opportunities for expansion into new markets and the potential for increased customer satisfaction and service.
Resource Utilization: The merger increased the pool of resources and talent, allowing for enhanced customer service and broader market coverage. Effectively utilizing these resources became a focal point for both companies.
Leadership and Structure: The merger prompted a review of leadership and management structures, focusing on implementing a more organized and efficient system to benefit customers and employees.
Overall, the merger between Axon Tire and Dosson Tire reflects a strategic move aimed at growth, synergies, and improved service delivery. It strongly emphasizes cultural alignment, overcoming challenges, and maximizing resources.
Click To Watch:
https://youtu.be/F5l4FXhnZvI
Click To Listen:
Presented By @AxonTire
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets with Chip Nellinger A Glimmer of Hope of For Pork
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Casey Seymour and Chip Nail discuss the current state of the cattle market, the impact of the avian flu on the beef supply, the outlook for the wheat market, the potential for volatility in the grain markets, and the recent performance of the hog market. They also emphasize the importance of having a risk management plan in the face of increasing uncertainty and volatility.
Keywords
#MovingIronPodcast #LetsGoMoveSomeIron #beefsupply #hogmarket #commodities #agriculture #wheatmarket #frostdamage #avianflu #dairycows #cattlemarket #riskmanagement #economicrecovery #China
Takeaways
The cattle market has reacted strongly to the avian flu situation, with initial liquidation causing prices to drop.
The impact of the avian flu on the beef supply is still uncertain, but it could potentially limit the amount of dairy cattle put into the beef supply.
The wheat market is entering a period of uncertainty as the weather warms up and the crop moves out of dormancy.
The grain markets, including corn and soybeans, could see increased volatility as the funds unwind their short positions.
The hog market has seen a glimmer of hope after a decline, with the avian flu potentially boosting pork demand.
A risk management plan is crucial in the face of increasing uncertainty and volatility in the commodity markets.
Chapters
00:00 Introduction and the Impact of Avian Flu on the Cattle Market
05:56 Uncertainty in the Wheat Market
07:41 Volatility and Short Positions in the Grain Markets
13:50 A Glimmer of Hope in the Hog Market
16:20 The Importance of Risk Management in the Commodity Markets
Click To Watch:
https://youtu.be/lWOwVC_RnWQ
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets With Shawn Hackett - Cattle Markets Slides Due To Avian Flu Fears
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
In this conversation, Casey Seymour and Sean Hackett discuss various topics related to commodities in the agriculture industry. They cover the current state of the wheat market, the potential impact of frost damage, and the need for weather stability during the critical growing period. They also discuss the avian flu outbreak in dairy cows and its potential implications for the cattle market. Additionally, they touch on the economic recovery in China and its potential impact on commodity demand. Overall, the conversation highlights the importance of risk management and staying informed about market dynamics.
Takeaways
The wheat market is expected to have a decent crop this year, but the potential for frost damage in May could impact the outcome.
The avian flu outbreak in dairy cows raises concerns about its potential spread to beef cows and its impact on beef demand.
Risk management is crucial in uncertain times, and producers should consider utilizing government-subsidized programs to protect against downside price risks.
The economic recovery in China could lead to increased demand for commodities, particularly in the grain markets.
Staying informed about market dynamics and being prepared for potential changes is essential for producers in the agriculture industry.
Chapters
00:00 Assessing the Wheat Market and Potential Frost Damage
06:35 The Impact of Avian Flu Outbreak on the Cattle Market
09:07 The Importance of Risk Management in Uncertain Times
Click To Watch:
https://youtu.be/Nqx2XepyLCg
Click To Listen:
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
#commodities #agriculture #wheatmarket #frostdamage #avianflu #dairycows #cattlemarket #riskmanagement #economicrecovery #China
MIP #425 You're Keeping Up With The Market With Jon Wommack
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Casey Seymour interviews John Womack and Corey Ziegler from Iron Solutions. They discuss the roles and responsibilities at Iron Solutions, the improvements made to the Iron Guides, and the importance of building customer relationships. They also talk about the impact of precision upgrade kits on equipment valuation and the benefits of attending the Moving Iron Summit. Overall, the conversation highlights Iron Solutions' commitment to providing accurate and valuable information to their customers.
Takeaways
Iron Solutions manages the data for the Iron Guides, including values, options, and models.
Customer feedback is crucial for improving the accuracy and usefulness of the Iron Guides.
Precision upgrade kits for equipment pose challenges in valuation due to aftermarket modifications.
Building relationships with customers and understanding their needs is a priority for Iron Solutions.
Attending the Moving Iron Summit provides valuable networking opportunities and industry insights.
Chapters
00:00 Introduction and Roles at Iron Solutions
03:09 Working with Iron Solutions
07:24 Improvements in Iron Solutions
15:11 Future Initiatives at Iron Solutions
28:36 Improving Iron Guides and Building Relationships
32:17 Benefits of Attending the Moving Iron Summit
34:16 Conclusion
Click To Watch:
https://youtu.be/BGyrmmrh5cM
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #424 Presented by AgDirect Holding On To My Shorts With Tanner Ehmke
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Casey Seymour interviews Shawn Hackett from Hackett Advisors about the current state of the commodity market. They discuss the recent report on planting intentions and its impact on the market. They also delve into the role of weather in the planting season and the potential for a May freeze. Hackett shares his long-term predictions for the US market, highlighting the importance of monitoring weather patterns and drought conditions. They also touch on the drought conditions in Russia and its potential impact on the global market. Overall, the conversation provides valuable insights for farmers and market participants.
Takeaways
The recent report on planting intentions significantly impacted the market, with corn acres decreasing and soybean acres increasing.
Weather plays a crucial role in the planting season, and a warm and dry April could lead to a quick start to planting and push prices down.
Long-term predictions suggest an elevated risk for a significant crop problem in the US market in the next few years due to cycles and weather patterns.
Drought conditions in the US, particularly in Iowa and Illinois, could significantly impact corn and soybean production.
Drought conditions in Russia, especially in the southern half, could also affect winter wheat production and the global market.
Chapters
00:00 Introduction and Report Analysis
03:00 Impact of Weather on Planting Season
06:09 Long-Term Predictions for the US Market
07:08 May Freeze and Summer Months
23:43 Drought Conditions in Russia
28:14 Conclusion and Contact Information
Click To Watch:
https://youtu.be/zMMc5Z05HOQ
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets with Shawn Hackett 4 Million Less Acres of Corn
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Casey Seymour interviews Shawn Hackett from Hackett Advisors about the current state of the commodity market. They discuss the recent report on planting intentions and its impact on the market. They also delve into the role of weather in the planting season and the potential for a May freeze. Hackett shares his long-term predictions for the US market, highlighting the importance of monitoring weather patterns and drought conditions. They also touch on the drought conditions in Russia and its potential impact on the global market. Overall, the conversation provides valuable insights for farmers and market participants.
Takeaways
The recent report on planting intentions significantly impacted the market, with corn acres decreasing and soybean acres increasing.
Weather plays a crucial role in the planting season, and a warm and dry April could lead to a quick start to planting and push prices down.
Long-term predictions suggest an elevated risk for a significant crop problem in the US market in the next few years due to cycles and weather patterns.
Drought conditions in the US, particularly in Iowa and Illinois, could significantly impact corn and soybean production.
Drought conditions in Russia, especially in the southern half, could also affect winter wheat production and the global market.
Chapters
00:00 Introduction and Report Analysis
03:00 Impact of Weather on Planting Season
06:09 Long-Term Predictions for the US Market
07:08 May Freeze and Summer Months
23:43 Drought Conditions in Russia
28:14 Conclusion and Contact Information
Click To Watch:
https://youtu.be/cfAjTcNCdaM
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #423 We Have The Meats, Technically with Doug Johnson
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
Doug Johnson discusses lab-raised meat technology and its potential impact on the agricultural industry. Lab-raised meat is produced by growing stem and immortalized cells in a controlled environment with the idea it will reduce land and water usage, greenhouse gas emissions, and animal slaughter. However, scaling up production and ensuring food safety are challenges. The market demand for lab-raised meat is growing, but there are concerns about fair labeling and consumer education. The agricultural industry needs to advocate and educate others about the benefits and challenges of lab-raised meat.
Takeaways
Lab-raised meat is produced by growing stem and immortalized cells in a controlled environment with the idea it will reduce land and water usage, greenhouse gas emissions, and animal slaughter.
There are challenges in scaling up production and ensuring food safety in lab-raised meat production.
Market demand for lab-raised meat is growing, but there are concerns about fair labeling and consumer education.
The agricultural industry needs to advocate and educate others about the benefits and challenges of lab-raised meat.
Chapters
00:00 Introduction and Background
02:59 Lab-Raised Meat Technology
05:51 How Lab-Raised Meat is Produced
09:03 Immortalized Cells and Genetic Editing
12:06 Challenges and Scalability of Lab-Raised Meat
14:51 Market Demand and Waiting Lists
21:59 Consumer Perception and Education
25:05 Future Implications and Labeling
30:02 Conclusion and Call to Action
Click To Watch:
https://youtu.be/QBUVzKBmzro
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets with Shawn Hackett Avian Flu and Dairy Cattle
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Summary
In this episode, Sean Hackett discusses various topics related to the agricultural commodities market. He provides insights on the wheat market, highlighting the minor reports of damage due to cold temperatures in certain areas. The conversation then shifts to the avian flu and its impact on dairy cattle, with Sean explaining the contagious nature of the disease and the potential production shortfall. The discussion further delves into the cattle market, where Sean predicts a period of sideways trade due to consumer pullback and increased supply. Finally, the hog market is analyzed, with Sean discussing the contraction in China's hog herd and the potential increase in demand for foreign pork supplies.
Takeaways
Cold temperatures in certain areas have caused minor damage to the wheat crop, but the overall impact on the market is insignificant.
The avian flu has spread to dairy cattle, potentially causing a production shortfall and significantly impacting the dairy industry.
The cattle market is expected to experience sideways trade as consumer pullback and increased supply affect prices.
The hog market is showing signs of recovery, with the contraction in China's hog herd leading to potential opportunities for foreign pork suppliers.
Chapters
00:00 Introduction
00:33 Discussion on Wheat Market
10:53 Cattle Market Analysis
13:29 Hog Market Analysis
Click To Watch:
https://youtu.be/QBUVzKBmzro
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #422 Row Crop Isolation With Jed Bengtson
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Summary
In this episode, Casey Seymour interviews Jed Bengtson to discuss the current trends and challenges in the equipment business. They cover topics such as the combine market, four-wheel drive tractors, row crop tractors, interest rates, and the outlook for 2024. Jed provides insights into the market conditions in Montana and shares his contact information for further discussion.
Takeaways
The combine market is experiencing a decline in values, but auction values have not dropped as much as expected. Introducing new combine models, such as the class 11 combine, may further impact the market.
Four-wheel drive tractors with four-track articulated machines are gaining popularity, but wheeled tractors are still in demand. Dual pumps and PTOs are common configurations in the market.
The row crop tractor market is flooded with inventory, leading to increased competition and potential price pressure. Interest rates play a significant role in equipment sales, with many customers seeking lower rates.
The outlook for 2024 is expected to be flat to slightly up, but dealers may face challenges due to increased inventory and carrying costs. Montana's construction business is thriving due to population growth.
Networking and building connections are crucial in the equipment industry, and events like the Moving Iron Summit provide valuable opportunities for industry professionals.
Chapters
00:00 Introduction and Background
03:23 Combine Market Trends
10:26 Four-Wheel Drive Tractor Market
14:17 Row Crop Tractor Market
16:47 Interest Rates and Financing
23:00 Outlook for 2024
26:23 Positive and Negative Factors in Montana
28:19 Contact Information and Recommendation
Click To Watch:
https://youtu.be/M3n9hgPlcKI
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #421 Blame It On The Funds With Rich Posson
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
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Summary
Richard Posson discusses his podcast and topics, including grains, crude oil, gold, the economy, and the stock market. He explains his analysis based on business cycle patterns and his belief that the stock market and the economy grow for about seven to 12 years before a recession occurs. Richard also discusses the relationship between grains and the stock market and the impact of job market data on the current economy. He analyzes inflation and interest rates and the Federal Reserve's approach to managing them. Finally, he explains the role of interest rates in a recession and the importance of the Federal Reserve in stabilizing the economy. In this conversation, Richard Posson discusses various economic topics, including predicting the economy and the impact of debt. He also talks about the influence of the dollar on exports and the factors driving grain prices. Additionally, he shares his insights on the stagnant oil market and its future prospects.
Takeaways
Richard Posson's podcast covers various topics, including grains, crude oil, gold, the economy, and the stock market.
Richard's analysis is based on business cycle patterns, and he believes that the stock market and the economy grow for about seven to 12 years before a recession occurs.
There is a relationship between grains and the stock market, with specific patterns and factors influencing their performance.
Job market data, such as the number of non-farm jobs added, provides insights into the current state of the economy. Predicting the economy and the impact of debt is challenging, and many predictions have been proven wrong over the years.
The dollar's value plays a significant role in exports and can affect the stock market.
Various factors influence grain prices, including funds' behavior and commercial traders.
The oil market is stagnant, with production levels and economic factors contributing to its lack of movement.
Chapters
00:00 Introduction to Richard Posson's Podcast
01:17 Richard's Analysis and Business Cycle Patterns
04:16 Job Market and the Current Economy
08:28 Inflation and Interest Rates
14:10 The Fed's Approach to Interest Rates
20:57 Quantitative Easing and the Banking System
21:28 The Importance of the Federal Reserve
22:25 Predicting the Economy and Debt
25:16 The Impact of the Dollar on Exports
29:00 Factors Influencing Grain Prices
37:18 The Stagnant Oil Market
Click To Watch:
https://youtu.be/V3_Wl5wuJUc
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP #420 Inflation Report - With Rich Posson
Summary
In this episode, Casey Seymour and Richard Posson discuss the recent CPI report and its implications for inflation and interest rates. They analyze the surprising inflation numbers and the market's reaction to them. They also explore the impact of inflation on the real estate market and the potential for manufacturing to shift back to the United States. Additionally, they examine the current trends in the real estate market and the effect of low interest rates on home buying. Richard Posson discusses various topics related to the economy, stock market, and interest rates in this conversation. He emphasizes the importance of locking in low-interest rates and the potential impact of the Federal Reserve on inflation. Posson also shares his optimistic outlook for the stock market and economy, highlighting the potential of AI and the importance of long-term trends. He discusses the behavior of companies about inflation and the possibility of a Goldilocks scenario. Additionally, Posson touches on oil prices, the dollar index, and the struggle with interest rates.
Takeaways
The CPI report showed a slight increase in inflation, which surprised the market and raised concerns about the Fed's interest rate decision.
The government's inflation calculation differs from private sector calculations, causing confusion and uncertainty.
The real estate market is experiencing a shift as interest rates and prices fluctuate, but overall, it remains stable.
Manufacturing will likely see a combination of onshoring and investment in emerging markets like India. Locking low-interest rates can provide a cushion and protect against potential increases.
Although the Federal Reserve's actions may have contributed to lowering inflation, the free market system and consumer behavior also played a role.
The stock market and economy are expected to experience short-term volatility, but the long-term outlook remains positive.
Balancing inflation and economic growth is crucial; companies' behavior can impact inflation levels.
The potential of AI and the importance of long-term trends should be considered when making investment decisions.
Chapters
00:00 Introduction and Overview
00:38 Understanding the CPI Report
04:27 Market Reaction and Fed's Interest Rate Decision
05:23 Divergence between Government and Private Inflation Calculations
07:14 Impact of Inflation on the Real Estate Market
10:57 Interest Rates and the Economy
16:02 Manufacturing Shifts and Opportunities
21:44 Effect of Low-Interest Rates on Homebuying
22:24 Private Sector's Response to Interest Rate Changes
22:27 Locking in Low-Interest Rates
23:15 The Impact of the Fed on Inflation
24:09 The Possibility of a Recession
25:06 The Role of the Free Market System
25:35 The Effectiveness of the Fed's Actions
26:21 Throttle Up, Throttle Down Process
27:18 The Bullish Outlook for the Stock Market
28:11 Balancing Inflation and Economic Growth
29:09 Addressing Inequality and Creating Real Value
30:05 Behavior of Companies and Inflation
30:35 The Potential for a Goldilocks Scenario
31:02 Comparing the Current Market to the Dot-com Bubble
31:59 The Long-Term Potential of AI
33:27 The Importance of Long-Term Trends
34:53 Oil Prices and the Economy
35:45 The Dollar Index and Interest Rates
37:32 The Uncertainty of the Dollar Index
38:30 The Struggle with Interest Rates
39:58 The Importance of Inflation Indicators
41:44 Short-Term Market Volatility
42:01 Richard Posson's Podcast
Click To Watch:
https://youtu.be/yFcaIZslsuc
Click To Listen:
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets with Chip Nellinger: You Give Me Bears, I Give You Bulls!
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
Chip Nell from Blue Reef Agri-Marketing discusses the commodity market and the recent USDA report. The report had no significant shocks, with domestic corn and bean numbers remaining unchanged. The market responded positively despite expecting a more substantial cut to Brazil's bean crop. The conversation then shifts to the upcoming acreage report and the uncertainty surrounding planting decisions. Chip explains that the funds' short positions are driven by technical factors rather than fundamentals. The discussion concludes with contact information for Blue Reef Agri-Marketing.
Takeaways
The recent USDA report had no significant shocks, but the market responded positively.
The upcoming acreage report and weather conditions create uncertainty and risk in the market.
The funds' short positions are driven by technical factors rather than fundamentals.
Contact Blue Reef Agri-Marketing for risk management and marketing strategies.
Chapters
00:00 Introduction and Weather Update
00:47 Recap of the USDA Report
04:26 Uncertainty and Risk Ahead
05:42 Discussion on Fringe Acres and Acreage Report
06:26 Factors Influencing Crop Planting Decisions
09:46 Volatility and Uncertainty in the Market
11:57 Role of Wheat in the Market
15:18 Short Positions and Fund Trading
Click To Watch:
https://youtu.be/V3_Wl5wuJUc
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
MIP Markets With Shawn Hackett No Fringe Acres For You!
Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com
Move More Iron with Fusable! Get your Free Demo at
info.randallreilly.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, host Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of commodities. The conversation covers various topics, including Chinese grain storage, the Australian wheat crop, the rice market, the cotton market, the crop acreage report, corn acreage, irrigation and corn, and the planted corn crop. The episode concludes with closing remarks and contact information.
Takeaways
China has increased grain storage and edible oils by 8.1% over the last year, indicating a solid commodity demand.
Australia expects a larger-than-normal wheat crop, which could impact global wheat production.
The rice market is an important grain market to watch, as it is one of the leading food staples globally.
The cotton market has seen price fluctuations, with cotton prices currently trading around a dollar.
Chapters
00:00 Introduction and Chinese Grain Storage
02:36 Australian Wheat Crop
04:47 Rice Market
08:05 Cotton Market
10:01 Crop Acreage Report
12:21 Corn Acreage
19:07 Planted Corn Crop
20:33 Closing and Contact Information
Click To Watch:
https://youtu.be/SyHlUR2khGk
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: Casey Seymour @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
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