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The official podcast for AEI Premium subscribers. Join weekly as Brent and David review the biggest stories and uncertainties facing agriculture. It's the topics everyone is talking about, but Brent and David will tell you what nobody else will- their specific forecasts
123 Episodes
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Join David and Brent as they dig into the new administration's impact on farm policy, discuss what inflation rates will do over the next few years and if Indiana's farmland values will increase.Sign up for a free 14-day trial to AEI Premium: https://aei.ag/premium/.
David discusses early commodity sales numbers, takes a more in-depth look at which commodities are selling to China and in what quantities, provides an update on the soon-to-end 2022 Yield Forecast Challenge, and announces a few temporary changes to the regular video and podcast production schedules.
David discusses the current situation with Mexican imports of U.S. corn, the implications of a no-GMO and anti-glyphosate import policy, the change in corn use in Mexico, and how the Westcott-Jewison model applies to soybeans.
David discusses yield details from the newly released October WASDE report, trends in wheat pricing, and the relationship between corn and wheat prices, highlights the four remaining questions in the AEI Yield Forecast Challenge, and introduces the newest season of AEI Presents - Nothing Borrowed, Nothing Gained.
David discusses new articles, explores the causes of the reduction in planted soybean and corn acres from the March Perspective Planting report, and examines the pace of inflation.
David discusses recent articles, takes a closer look at what relative pricing means for fertilizer price ratios, explores trends in capital expenditures, and highlights how predicting the path of a hurricane uses forecasting that could be applied to other topics.
David discusses recent articles, changes in the interest rate, what long-term rates may mean for farmers, and shifting fertilizer prices.
David discusses details from the September WASDE Report, results of a deeper dive into government agricultural spending programs, and takes a look at net farm income.
David and Brent discuss gasoline price changes, commodity exports, crop yield predictions, sales of corn to China, and what makes a fragile game challenging to play
David discusses the tight grain stocks situation, U.S. and global ending stocks, ways to potentially fix a tight stock situation, and a likely outcome from the current tight stock situation.
David discusses new articles, Jeff Young's ongoing analysis of crop yields and recent application of the Westcott-Jewison model, a more complete look at changes to farmland values, and the newest episode of the Ag Interrupted podcast.
David soliloquizes about crop yield forecasts, yield uncertainty remaining at this point in the year, the state of the ongoing Ag Forecast Challenge, and new articles.
David soliloquizes about the yield and crop details from the August WASDE, changes to Indiana farmland values, and corn-soybean exchange rates with established and emerging economies.
David discusses the upcoming WASDE report's implications for yield changes, the ongoing Yield Forecast Challenge, ag commodity purchases from China, and the roles of relative prices and elasticity.
David and Brent discuss dry planting conditions, an episode of the Ag Interrupted series, farm loan delinquencies, the farm economy, and a book about George Washington.
David discusses the changes to the AEI website, unpacks what the data presented by the drought monitor may mean for crop yields, and takes a look at the idea of ROI.
David discusses implications from the July WASDE and June acreage reports, interest rate movement, commodity pricing, and planned changes to both the AEI site and the publication time for the weekly newsletter.
David discusses market uncertainty, farm debt, the changes to family living expenses, and due diligence in "desperate times." Additionally, keep an eye out for the USDA's July 12 WASDE report, which will resolve some AFN questions and open new ones.
David discusses progress on New Year's resolutions, gasoline consumption, trends in vegetable oil production, and the placebo effect, and teases an upcoming podcast series - Ag Interrupted.
David discusses recent articles and questions focusing on the macro-economy, actions of the Federal Reserve, and predictions for interest rates, inflation trends, and the Fed fund rate.
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