MIP Boots on the Ground With Brent Bowen – Interest Is Up, and The Stock Market is Down 
We talk about rising interest and its effect on the Used Equipment Market. 

Click To Listen:
https://www.spreaker.com/user/9810017/mip-boots-on-the-ground-6-interest-is-up

Click To Watch: 
https://youtu.be/sTlflj65llU

Presented By @AxonTire, @TractorZoom, @AgDirect, @FarmCredit, @ValleyTransInc
Music By: @TalbottBrothers 
Co-host: @Aaronfintel
@casey9673

#AgEquipmentBusinessTalk
#LetsGoMoveSomeIron

Contact me @: 
MovingIronLLC.com
MovingIronPodcast@MovingIronPodcast.com

#AgEquipmentBusinessTalk #LetsGoMoveSomeIron 
#agmarkets #combine #combinetires #corn #idlechatterpodcast #AgTires #Harvest22 #Tillage #plant22 #till22 #tractor #BushelandCents #tractorzoom #worldeconomy #IronComps #PrecisionDonor #BornThatWay #Soybeans #TaxMoves #TheHerdBook #AuctionMarket #EquipmentAuction #FarmEquipmentAuction

MIP Boots on the Ground #6 - Interest Is Up and the Stock Market's Down

MIP #280 - The monthly Economic Rundown with @Rich_Posson

Click To Listen:
https://www.spreaker.com/user/9810017/mip-281-rich-posson-monthly-economic-out
Click to Watch:

Presented By @AxonTire, @TractorZoom, @AgDirect, @FarmCredit, @ValleyTransInc, @SullivanAuctioneers @Anvil_AppWorks
Music By: @TalbottBrothers 
Co-host: @Aaronfintel
@casey9673

#AgEquipmentBusinessTalk
#LetsGoMoveSomeIron

Contact me @: 
MovingIronLLC.com
MovingIronPodcast@MovingIronPodcast.com

#AgEquipmentBusinessTalk #LetsGoMoveSomeIron 
#agmarkets #combine #combinetires #corn #idlechatterpodcast #AgTires #Harvest22 #Tillage #plant22 #till22 #tractor #BushelandCents #tractorzoom #worldeconomy #IronComps #PrecisionDonor #BornThatWay #Soybeans #TaxMoves #TheHerdBook #AuctionMarket #EquipmentAuction #FarmEquipmentAuction

MIP #281 - Rich Posson Monthly Economic Outlook

MIP Markets with Shawn Hackett - Rising Cost of Breakfast!

Click To Listen:
https://www.spreaker.com/user/9810017/mip-markets-with-shawn-hackett-the-risin

Click to Watch:
https://youtu.be/qZSnBvaINUk

Presented By @AxonTire, @TractorZoom, @AgDirect, @FarmCredit, @ValleyTransInc, @SullivanAuctioneers @Anvil_AppWorks

Music By: @TalbottBrothers 
Co-host: @Aaronfintel
Host: @casey9673
AgEquipmentBusinessTalk#LetsGoMoveSomeIronContact me @: MovingIronLLC.comMovingIronPodcast@MovingIronPodcast.com#AgEquipmentBusinessTalk #LetsGoMoveSomeIron #agmarkets #combine #combinetires #corn #idlechatterpodcast #AgTires #Harvest22 #Tillage #plant22 #till22 #tractor #BushelandCents #tractorzoom #worldeconomy #IronComps #PrecisionDonor #BornThatWay #Soybeans #TaxMoves #TheHerdBook #AuctionMarket #EquipmentAuction #FarmEquipmentAuction

MIP Markets with Shawn Hackett - The Rising Cost Of Breakfast!

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 Markets With Shawn Hackett - The Brazilian Root Zone Is Dry

MIP Markets with Shawn Hackett   Correction Expected in June 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, Mark Schlissel interviews Sean Hackett from Hackett Financial about the current state of commodities. They discuss the weather conditions affecting crop production, including frosts in Russia and rain in the southern US. Hackett explains the concept of a 'bifurcated flood drought' and how extreme weather patterns impact crop yields worldwide. They also touch on the wheat market, the hog market, and the crop estimates for Brazil and Argentina. Hackett criticizes the USDA's yield estimates and predicts a correction in the June report.

Keywords
#commodities, #weather, #cropproduction, #frost, #rain, #wheatmarket , #hogmarket, #cropestimates, #Brazil, #Argentina, #USDA, #yieldestimates

Takeaways
Extreme weather patterns, such as floods and droughts, impact crop yields worldwide.

The wheat market has rallied, but the USDA's yield estimates may not fully reflect crop conditions.

The hog and cattle markets are currently ambivalent, with prices in a wide-ranging trading range.

The USDA's crop estimates for Brazil and Argentina may not align with the estimates from Conab Brazil.

The USDA is slow to adjust its yield estimates and often corrects them months later.

The June report from the USDA may show a reduction in corn stocks, which could be a bullish factor for the market.


Sound Bites

"We have historic flooding in Southern China destroying the rice and sugar crops, yet we have a significant drought to the north threatening soybeans and corn production."

"Even if Ukraine continues to be able to ship the crop out, it's going to be a much smaller crop anyway, and that, on the margin, is another bullish development for overall supply and demand."

"If the wheat board says the crop looks way worse than the USDA, I think we'll get a reaction."

Chapters
00:00 Introduction and Crop Conditions
03:48 Impact of Extreme Weather on Crop Yields
06:43 Crop Conditions in Ukraine and Russia
10:03 The Wheat Market and USDA Estimates
16:32 Discrepancies in USDA and Conab Brazil Crop Estimates
21:38 Expectations for the June USDA Report
23:56 Conclusion and Buying Opportunities

Click To Watch:
https://youtu.be/p5rTplxgjhI

Click To Listen: 


Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP Markets With Shawn Hackett - Correction Expected In June USDA Report

MIP #435 Presented By AgDirect   Wheat Supplies Are Tight 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.ironsolutions.com/moving-iron-podcast.

Summary
The conversation focuses on the current state of the agricultural economy, with a specific emphasis on the wheat, corn, soybean, and beef markets. The main themes include the impact of crop conditions in Kansas and Russia on wheat prices, the effects of weather conditions in South America on corn and soybean prices, the strength of the US dollar, and the potential implications for the beef market. The conversation also touches on ethanol demand and the outlook for renewable jet fuel.

Keywords
#agricultural #economy, #wheat, #cropconditions, #Kansas, #Russia, #corn, #soybean, #SouthAmerica, #US #dollar, #beef, #ethanol, #renewablejetfuel

Takeaways
Crop conditions in Kansas, particularly for wheat, are poor, affecting commodity pricing.

Weather conditions in South America, including flooding in Brazil and drought in Argentina, impact corn and soybean prices.

Russia has been a major player in the wheat market, but crop concerns and a weakening currency may limit their influence.

The strength of the US dollar is a headwind for grain exports.

Ethanol demand is strong, which is supporting corn prices.

The US economy is still strong, but there are signs of a slowdown, which could impact beef consumption.

The cattle herd is shrinking, but higher slaughter weights offset some price pressure.

The outlook for renewable jet fuel demand is uncertain, with current margins for ethanol producers driving production.


Sound Bites
"Kansas wheat crop rated poor or very poor"

"Hot and dry conditions in Kansas during grain fill"

"Russia has distorted world wheat prices"

Chapters
00:00 Impact of Crop Conditions on Wheat Market
02:50 Russia's Influence on the Wheat Market
08:06 Recent Movements in Corn and Soybean Prices
11:35 Strength of the US Dollar and Grain Exports
13:10 US Economy and Beef Consumption
18:03 Ethanol Demand and Corn Prices
19:19 Outlook for Renewable Jet Fuel Demand

Click To Watch:
https://youtu.be/Ih59yUpE4tk

Click To Listen:
https://on.soundcloud.com/5rPyxr51uc5E5Rkn6

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP #435 Presented By Ag Direct  Wheat Supplies Are Tight - With Tanner Ehmke

MIP Markets with Shawn Hackett   From Russia with Love

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.ironsolutions.com/moving-iron-podcast.

Summary
In this conversation, Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of commodities, focusing on wheat, milk, corn, and soybeans. They discuss the impact of the crop tour on wheat prices, with Sean emphasizing that Russia's control over the wheat market is the main driver. They also highlight the weather-related issues in Russia and Australia that could affect wheat and milk production. Additionally, they touch on the potential for a milk shortage in the US due to avian flu and high cattle prices. Finally, they discuss the outlook for corn and soybeans, noting the bearish impact of the wet May and the need for hot weather to counteract it.


#commodities, #wheat, #milk, #corn, #soybeans, #croptour, #Russia, #Australia, #avianflu, #cattleprices, #weather, #cropproduction

Takeaways
The main driver of wheat prices is Russia's control over the wheat market.

Weather-related issues in Russia and Australia could impact wheat and milk production.

There is a potential for a milk shortage in the US due to avian flu and high cattle prices.

Wet May could have a bearish impact on corn and soybeans, but hot weather is needed to counteract this.

Sound Bites
"The wheat market is not up because of worry over US production. It's up because of Russia and Ukraine weather problems."

"Without Russia, we have no wheat. They've been the linchpin."

"We're going to get a significant liquidation of dairymen who just want out at the top."

Chapters
00:00 Introduction and Overview
01:01 Crop Tour and Wheat Prices
05:57 Milk Shortage and Avian Flu
15:29 Bearish Outlook for Corn and Soybeans
23:48 Closing Remarks

Click To Watch:
https://youtu.be/A0klNBNQqT8

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP Markets With Shawn Hackett - From Russia With Love

MIP Markets with Chip Nellinger   Rally in Wheat; Range Bound Oil Prices

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.ironsolutions.com/moving-iron-podcast.

Summary
In this conversation, Chip Nelger discusses the current state of commodities, including wheat, corn, soybeans, beef, and oil. He provides insights into the weather conditions affecting crop growth, the impact of global factors on commodity prices, and the potential risks and opportunities in the market. Chip also highlights the importance of risk management and staying informed about market trends.

Keywords
#commodities, #wheat, #corn, #soybeans, #beef, #oil, #weatherconditions, #crop #growth, #globalfactors, #markettrends, #riskmanagement

Takeaways
Weather conditions, such as drought and frost, impact crop growth and yield potential in various regions.

Wheat prices have rallied due to dry weather in Russian and Ukrainian growing areas and issues in other wheat-producing countries.

Corn prices have been supported by a lower-than-expected carryout and the potential for a smaller crop due to delayed planting.

Beef prices have remained strong, but there are concerns about a potential overhang in the market due to slowed packer kills.

Oil prices have been range-bound, with uncertainty surrounding OPEC production cuts and US government actions affecting market sentiment.

Sound Bites
"Wheat somewhere around $7 and 10 cents a bushel."
"December corn right now is about $4.85, getting close to that $5 number."
"Crop losses from the best projections are probably starting to be in the market with this move higher."

Chapters
00:00 Introduction and Weather Conditions
02:59 Rally in Wheat Prices
03:29 Support for Corn Prices
09:59 Strength in Beef Market
16:26 Range-Bound Oil Prices

Click To Watch:
https://youtu.be/-IPnPSKj9MA

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron

Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com

MIP Markets With Chip Nellinger - Rally In Wheat, Rally Bound Oil Prices

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.ironsolutions.com/moving-iron-podcast.

Summary
The conversation covers the current state of the market, focusing on combines, tractors, and other agricultural equipment. It delves into the impact of price increases, depreciation, inventory stacking, and uncertainty in the market. The discussion also addresses the adjustments made to wholesale values and the depreciation of late-model equipment. The conversation delves into the challenges of valuing used equipment in the agricultural industry, the impact of supply and demand on pricing, the influence of interest rates and financing options, and the changes in the market dynamics. It also discusses the updates in the fall guide and the importance of client feedback in refining the guide's accuracy.

Keywords
#agriculturalequipment, #markettrends, #priceincreases, #depreciation, #inventorystacking, #uncertainty, #wholesalevalues, #latemodelequipment, #agriculturalindustry, #usedequipment, #supplyanddemand, #pricing, #interestrates, #financing, #marketdynamics, #fallguide, #clientfeedback 

Takeaways
Price increases have significantly impacted the market, affecting depreciation and inventory stacking.

The uncertainty in the market has resulted in farmers holding off on equipment purchases, leading to a surplus of inventory.

Adjustments to wholesale values and depreciation of late-model equipment must align with market trends and normalize sold reports.

Insights from auction data and dealer feedback are crucial in understanding market trends and making informed adjustments to guide values. Valuing used equipment in the agricultural industry is challenging due to the fluctuating time between placing an order and receiving the equipment.

Supply and demand dynamics significantly impact the pricing of used equipment, making it difficult to assess its value accurately.

Interest rates and financing options play a crucial role in the buying and selling of agricultural equipment, influencing market behavior and decision-making.

The fall guide updates include the 2024 values and analysis of average hours on equipment, emphasizing the importance of client feedback in refining the guide's accuracy.

Sound Bites
"When I look at Combines, the depreciation, auction value wise anyway, the depreciation that you're seeing from the price of a new one versus what they're advertised for a one year old or two year old used one and what they're selling for at auction, there's a huge gap there."

"When you look at that humongous price increase in the 23s... to really get those values down to where they're relative to the 22s."

"When we were getting all this pricing information together from Deere and Case, New Holland, everybody else, and I started seeing these price increases and interim price increases, I was like, well, this is gonna be interesting to see what holds up."

"The supply catch up demand price is gonna change, right? You're looking at the machine you have and I come back to you at, this is say, the average price out on the various websites are 300,000 bucks, right? I come back to you with 250,000 and you're looking at me like I'm ripping you off."

"It doesn't matter what it was back then. It matters what it is now. That tractor is worth that now."

"The numbers you guys are putting out are very in line with what's going on in the marketplace."

Chapters
00:00 Adjusting Wholesale Values and Depreciation
21:35 Challenges of Valuing Used Equipment
24:31 Impact of Supply and Demand on Pricing
35:32 Influence of Interest Rates and Financing
38:44 Changes in Market Dynamics
39:14 Updates in the Fall Guide and Client Feedback

Click To Watch:
https://youtu.be/OycgI8eB4do

Click To Listen: 

Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @EDAdata @Valleytransinc

MIP #437 Price Increases & Depreciation The Market Landscape Shaping The Iron Solutions Spring Guide

In this episode of Moving Iron Podcast, Casey Seymour and Sean Hackett discuss the current geopolitical tensions and their potential impacts on commodity markets, particularly in light of recent events in the Middle East. They explore the effects of Hurricane Helene on agricultural prices, particularly corn, and delve into the implications of the Gleisberg cycle on weather patterns and drought conditions. The conversation highlights the unprecedented drought conditions across the U.S. and Brazil, and how these factors may influence future crop yields and market strategies for farmers.

Takeaways

Geopolitical tensions can significantly disrupt global commodity supplies.
Recent weather events have led to increased corn prices due to strong exports.
The Gleisberg cycle indicates a potential for extreme weather patterns in the coming years.
Drought conditions are worsening across the U.S., impacting agricultural production.
Farmers should consider selling into market strength rather than panic selling.
The U.S. agricultural economy may be more resilient than anticipated despite challenges.
Brazil is experiencing severe drought, which could affect global supply chains.
Market volatility is expected, and farmers should be prepared for corrections.
Understanding weather cycles is crucial for predicting agricultural outcomes.
Strategic selling can help farmers navigate uncertain market conditions.
Sound Bites

"Nobody wants peace. Everybody wants to keep pressing."
"We could have the most delayed planting season ever seen."
"This has the making of two poor corn crops back to back."
Chapters

00:00Geopolitical Tensions and Commodity Impacts

03:19Weather Events and Their Effects on Agriculture

10:39The Gleisberg Cycle and Its Implications

17:36Drought Patterns and Future Predictions

25:02Market Strategies and Farmer Insights

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.ironsolutions.com/moving-iron-podcast.

 

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

movingironpodcast@movingironpodcast.com

Despite Challenges, The U.S. Agricultural Economy May Be More Resilient Than Anticipated

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.ironsolutions.com/moving-iron-podcast.

Summary
In this episode of the Moving Iron Podcast, Casey Seymour and Rich Posson discuss the current state of the economy, focusing on recent job reports, the dynamics between manufacturing and services sectors, and the implications for the stock market and the Federal Reserve. They also delve into the impact of Middle East tensions on oil prices, insights into the corn market, and the broader implications of U.S. energy independence on global markets.

Takeaways

254,000 new jobs were added in September, exceeding expectations.
The unemployment rate remains stable at around 4.1%.
Manufacturing is struggling while the services sector shows growth.
The stock market reacted positively to the job report, indicating optimism.
Middle East tensions could disrupt oil prices and market stability.
The U.S. has significant oil production capacity, affecting global oil dynamics.
Corn prices have risen due to perceived shortages and market adjustments.
The Fed's rate cuts have influenced commodity market sentiments.
Energy independence could shift global oil market dynamics.
Seasonal demand for grains may lead to price increases in the future.

Sound Bites

"This is a tough number to forecast."
"Manufacturing has issues with bringing back jobs to the U.S."
"The stock market's happy dappy exploded."

Chapters

00:00 Economic Overview and Job Reports

03:00 Manufacturing vs. Services Sector Dynamics

05:52 Market Reactions and Federal Reserve Implications

09:06 Middle East Tensions and Oil Market Impact

12:13 Corn Market Insights and Future Predictions

22:01 U.S. Energy Independence and Global Market Effects
 

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 
Host: @casey9673 
#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 
MovingIronLLC.com 
movingironpodcast@movingironpodcast.com


#economy  #report  #manufacturing #servicessector #FederalReserve #oilmarket  #MiddleEasttensions #cornmarket #energyindependence #globalmarket

Monster Jobs Report Might Hinder the Fed From Cutting Rates - MIP #451 with Rich Posson

summary
In this episode of the Moving Out Podcast, Casey Seymour interviews Sean Chevalier from PhiBer, a company known for its innovative agricultural solutions. They discuss PhiBer's history, the development of the Dash Spray Trailer, and the integration of drone technology in agriculture. Sean explains how PhiBer's products focus on speed, efficiency, and modularity to meet farmers' diverse needs. The conversation highlights the importance of customer feedback in product development and the future of agricultural technology.
Takeaways
PhiBer was founded in 1996 by a farmer and a machinist.
The Dash trailer is designed for speed and operator comfort.
Drones are becoming a viable option for spraying in agriculture.
Customer feedback drives innovation at Fiber.
The Dash Carrier can load multiple drones for efficient spraying.
Modularity allows farmers to customize their equipment.
The Dash system improves chemical application efficiency.
PhiBer's products are designed to minimize idle time for sprayers.
Innovative features include weather protection for chemicals.
Future developments are always in the pipeline at Fiber.


Sound Bites
"We built it as a very modular system."

"Drones might actually be a thing we might use shortly in the future."

Chapters
00:00
Introduction to Fiber and Sean Chevalier
03:11
Innovative Spraying Solutions: The Dash Trailer
05:50
The Rise of Drone Technology in Agriculture
09:00
Customer-Centric Design and Modular Systems
11:56
Exploring the Features of the Dash System
15:08
Future Innovations and Closing Thoughts

MIP - Machine Shed #3 Product Review PhiBer Manufacturing"s Droner Trailer

In this conversation, the hosts discuss various topics ranging from the changing seasons and high school football updates to the dynamics of college football and the auction trends in the equipment market. They reflect on the current state of college football, the implications of the new playoff system, and the evolving landscape of the equipment market, emphasizing the importance of understanding market trends and future predictions.

takeaways
Fall is a brief season in the panhandle, often leading to winter quickly.
High school football is a significant part of local culture and community.
The Shadron Cardinals are performing well this season with a strong defense.
College football is seeing a shift with the introduction of the 12-team playoff.
The quality of college football teams is becoming more homogenized due to the transfer portal.
The auction market for equipment has seen significant changes in the last year.
There is a psychological impact on buyers when seeing large dollar amounts in auctions.
The equipment market is currently in a rut due to an oversupply of inventory.
Future predictions for the equipment market suggest a stabilization in the coming years.
The conversation highlights the importance of adapting to market changes and trends.

Chapters
00:00
Introduction and Fall Reflections
07:00
High School Football Updates
11:54
College Football Landscape
18:59
Auction Trends in the Equipment Market
30:12
Future of Equipment Market and Closing Thoughts

MIP - The Machine Shed #3 - College Football Playoff, Light For Used Equipment.

Summary

In this episode of Moving Iron Podcast, Casey Seymour and Sean Hackett discuss the current state of the commodity markets, focusing on the impacts of weather, geopolitical factors, and the upcoming political landscape. They analyze the recent downturn in commodity prices, the effects of dry weather on crop production, and the implications of potential trade wars and tariffs. The conversation also touches on how the market typically reacts to elections and the uncertainty surrounding the upcoming presidential election.

Takeaways

Commodity prices have seen a significant decline recently.
Dry weather in the Midwest is accelerating harvests.
China's fiscal policy is causing confusion in the markets.
Brazil is experiencing its slowest planting pace since 1971.
Rains in Brazil may not lead to a significant pattern change.
Wheat prices are affected by the Russia-Ukraine situation.
Political changes can lead to short-term market volatility.
A Trump presidency may lead to a tariff-led policy.
Kamala Harris's presidency could be more favorable for agriculture.
Markets tend to rally after elections due to optimism.

Chapters

00:00 Commodity Market Overview
05:08 Weather Impacts on Crop Production
09:49 Geopolitical Factors Affecting Commodities
15:04 Political Landscape and Market Reactions

Short Term Future Outlook For Commodity Prices - MIP Markets with Shawn Hackett

The Power Of EDA In Customer Engagement - MIP #452 With Erik Montz And Carrie Wolf

In this episode of the Moving Iron Podcast, Casey Seymour and Chip Nellinger discuss the current state of commodity markets, focusing on the interplay of weather, geopolitical factors, and market dynamics affecting corn, beans, and cattle prices. They explore the complexities of market predictions amidst significant demand and supply fluctuations, the impact of upcoming elections, and the importance of risk management for producers.


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.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

movingironpodcast@movingironpodcast.com

Navigating the Commodity Market Landscape MIP Markets with Chip Nellinger

In this episode, Casey Seymour and Sean Hackett discuss the current trends in the commodities market, focusing on the impact of weather on crop yields, global drought conditions, and the agricultural challenges faced by Brazil and Russia. They also delve into the economic implications of the upcoming election and provide insights into market predictions and future trends in agriculture.

Host: @casey9673 

#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 

MovingIronLLC.com 

movingironpodcast@movingironpodcast.com

Drought and Its Impact on Global Agriculture - MIP Markets with Shawn Hackett

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.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 
Host: @casey9673 
#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 
MovingIronLLC.com 
movingironpodcast@movingironpodcast.com

DIS has free business continuity templates that can be downloaded by following this link:
https://www.discorp.com/dealership-guides/business-continuity-toolkit/

Summary

In this episode of the Moving Iron Podcast, Casey Seymour discusses the critical importance of cybersecurity and business continuity planning with guests Craig Cogle and Tammy Richards from DIS. They explore the rising threat of cyber attacks across industries, the necessity of training and awareness for employees, and the essential components of a robust business continuity plan. The conversation also covers data protection strategies, the evaluation of cybersecurity software, and best practices for password management. The episode emphasizes the need for a proactive approach to cybersecurity and the importance of having a well-defined plan in place to mitigate risks and ensure business resilience.

Takeaways

Cyber attacks are increasing across all industries.
Training employees on cybersecurity is crucial.
A solid business continuity plan is essential for operations.
Regular data backups and offsite storage are vital.
Identify critical functions to maintain during disruptions.
Invest in reputable cybersecurity software and services.
Establish a security culture within the organization.
Utilize password management systems for better security.
Conduct regular risk assessments to identify vulnerabilities.
Continuously review and update business continuity plans.

Sound Bites

"Security culture starts from the top."
"Have a solid plan for business continuity."
"Every company is at risk of a cyber attack."
"Don't click if it doesn't feel right."
"Invest in a password management system."

Chapters

00:00 Introduction to Cybersecurity and Business Continuity
03:00 The Rise of Cyber Attacks
06:07 Training and Awareness in Cybersecurity
09:11 Business Continuity Planning Essentials
12:08 Data Protection and Redundancy Strategies
14:46 Building an Actionable Cybersecurity Plan
17:59 Evaluating Cybersecurity Software
20:52 Password Management and Security Practices
23:48 Final Thoughts on Cybersecurity and Business Continuity


Navigating Cybersecurity Challenges and Business Continuity Planning MIP #453

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.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 
#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 
MovingIronLLC.com 
movingironpodcast@movingironpodcast.com

Summary

In this episode of the Moving Iron Podcast, Casey Seymour and Sean Hackett discuss the current state of commodity markets following the recent election. They analyze the rapid market reactions, the strategies physical buyers are employing to hedge against potential tariffs, and the implications of USDA reports on crop yields. The conversation also covers future projections for grain markets, emphasizing the importance of being prepared for upcoming volatility and opportunities in the agricultural economy.

Takeaways

The election results have created a dynamic environment for commodity markets.
Physical buyers are actively hedging against potential tariff increases.
USDA reports indicate that crop yields are not as high as expected despite favorable weather.
Future projections suggest a potential rally in grain prices due to supply concerns.
The market has established a top-end yield scenario that may not be surpassed soon.
Understanding worst-case yield scenarios is crucial for market forecasting.
The recent market lows may signal a turning point for grain prices.
Producers should take advantage of current prices before potential volatility increases.
The agricultural economy may be more resilient than previously thought.
Engaging with market experts can provide valuable insights for producers. 

Sound Bites

"It's going to be a very dynamic period."
"Physical buyers are hedging their bets."
"Prices haven't rallied that much yet."

Chapters

00:00 Introduction to Commodity Markets and Election Impact
02:56 Market Reactions and Physical Buying Strategies
06:10 USDA Reports and Crop Yield Analysis
08:54 Future Projections for Grain Markets
12:13 Conclusion and Resources for Further Information

November USDA Report Recap - MIP Markets with Shawn Hackett

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.ironsolutions.com/moving-iron-podcast

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 
Host: @casey9673 
#agequipmentbusinesstal #letsgomovesomeiron 

Contact Me at: 
MovingIronLLC.com 
movingironpodcast@movingironpodcast.com

Summary

In this episode of the Moving Iron Podcast, Casey Seymour and Chip Nellinger discuss the current state of the commodities market, focusing on grain, cattle, hogs, and energy. They analyze recent market movements, the impact of political changes, and the dynamics of supply and demand. The conversation highlights the challenges and opportunities within the agricultural sector, particularly in light of shifting export demands and market trends.

Takeaways

The grain market is experiencing significant demand, particularly for corn.
China's buying patterns are crucial for the soybean market's future.
Cattle prices are under pressure due to market exhaustion and external factors.
Hog markets are benefiting from a shift in consumer demand from beef to pork.
Energy prices are influenced by geopolitical tensions and domestic production policies.
The recent crop report indicates shrinking yields, impacting market expectations.
Political changes can lead to volatility in commodity markets.
Fast harvests may lead to more accurate yield projections in upcoming reports.
The cattle market may face challenges as demand dynamics shift.
The energy market is expected to remain volatile with potential for both increases and decreases in prices.

Chapters

00:00 Market Overview and Recent Developments
10:11 Cattle Market Challenges and Outlook
18:55 Energy Market Trends and Future Projections

The November Report Recap MIP Markets with Chip Nellinger

Summary

In this episode of Moving Iron Podcast, Casey Seymour and Sean Hackett discuss the current state of various commodity markets, including wheat, corn, soybeans, cotton, orange juice, and coffee. They analyze the factors affecting these markets, such as geopolitical events, weather conditions, and demand trends. Sean provides insights into the future of these commodities, emphasizing the importance of understanding market dynamics and making informed decisions for producers and investors alike.

Takeaways

Wheat production in Ukraine is severely impacted by the war.
Corn and soybean markets are experiencing strong demand-driven growth.
Cotton prices are influenced by Chinese demand and trade policies.
Orange juice market is facing a potential long-term top due to supply issues.
Coffee market may see a supply squeeze, leading to price increases.
The geopolitical situation affects commodity prices and market sentiment.
Farmers are likely to hold onto their stocks, impacting supply.
USDA reports are crucial for understanding market trends and forecasts.
Weather conditions play a significant role in crop yields and market prices.
Producers should consider risk management strategies to protect against price volatility.

Chapters

00:00 Introduction to Commodity Markets
03:07 Wheat Market Dynamics
05:54 Corn and Soybean Market Trends
08:48 Cotton Market Outlook
14:50 Orange Juice Market Analysis
19:46 Coffee Market Insights

Why is wheat not rallying like everything else? - MIP Markets with Shawn Hackett

Post Election Rally And A .25% Rate Cut - MIP #454 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
info.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 
#agequipmentbusinesstal #letsgomovesomeiron 
Contact Me at: 
MovingIronLLC.com 
movingironpodcast@movingironpodcast.com

Summary

In this episode of the Moving Iron Podcast, Casey Seymour and Shawn Hackett discuss the current state of the commodity market, focusing on the impacts of weather, political changes, and market dynamics on various agricultural products. They explore the fluctuations in soybean, cotton, and milk prices, as well as the implications of natural gas prices on fertilizer costs. The conversation highlights the uncertainty in the market and the potential for significant changes in the coming months due to both environmental and political factors.

Takeaways

The commodity market is experiencing a cat and mouse game with fluctuating prices.
Political changes, especially regarding tariffs, can significantly impact agricultural exports.
Soybean prices are heavily influenced by domestic demand for biofuels.
Cotton prices are stable but lack significant upward momentum.
Milk prices are expected to stabilize after recent declines.
Natural gas prices are projected to rise due to increased demand from AI and electrical power needs.
Weather patterns are expected to create volatility in agricultural production.
The soybean complex could see a major shift if foreign feedstocks are restricted.
China's economic policies may positively affect cotton demand.
Producers should be opportunistic in locking in prices for natural gas and fertilizers.

Sound Bites

"It's a very cat and mouse game in the marketplace."
"The soybean complex is a game changer."
"The worst is probably behind us for milk prices."
"We think it could be a top five cold December."
"Natural gas prices need to go higher."

Chapters

00:00 Weather and Market Sentiment
03:01 Commodity Market Dynamics
06:09 Impact of Political Changes on Agriculture
09:12 Soybean Market Insights
11:57 Cotton Market Outlook
16:03 Milk Market Trends
19:58 Weather Forecast and Natural Gas Prices


Nat Gas Jumps Ahead of a Cold December

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.ironsolutions.com/moving-iron-podcast.

Presented By @AxonTire @AgDirect @IronSolutions @FusableData @EDAdata @Valleytransinc 

Music By: @TalbottBrothers 

Host: @casey9673 
#agequipmentbusinesstal #letsgomovesomeiron 
Contact Me at: 
MovingIronLLC.com 
movingironpodcast@movingironpodcast.com

Summary

In this episode of the Moving Iron Podcast, Casey Seymour welcomes back Colin Hurd, CEO of Mach, to discuss the advancements in agricultural autonomy and the challenges faced in the industry. Colin explains how Mach is transforming traditional machinery into autonomous robots, the skepticism surrounding autonomy among farmers, and the evolution of autonomous technology in agriculture. They explore the commercialization of autonomous machinery, the role of Mach in various industries, and the future of autonomous farming, emphasizing the importance of safety and ROI for end users.

Takeaways

Mach makes machines autonomous, turning them into robots.
Autonomy in agriculture is becoming more feasible but still faces challenges.
Farmers are skeptical about the value of autonomous technology.
The risk of adopting new technology often falls on farmers.
Commercial scale is crucial for the success of autonomous solutions.
Autonomous machinery is already being used in orchards and vineyards.
Mining is leading the way in automation compared to agriculture.
Safety is a significant concern in farming, and autonomy can help.
End users should focus on ROI when considering autonomous technology.
Supervised autonomy may be the future of farming operations.

Chapters

00:00 Introduction and Welcome Back
10:51 Commercialization of Autonomous Machinery
21:27 Future of Autonomous Farming
30:42 Final Thoughts and Preparing for the Future

Mach Autonomy With Colin Hurd - MIP #455

Summary

In this episode, Casey Seymour and Sean Hackett discuss various pressing topics including current weather patterns, predictions for natural gas demand, OPEC's oil production strategies, Federal Reserve policies, trends in the cattle market, and the geopolitical tensions affecting the canola market. The conversation highlights the interconnectedness of these issues and their implications for the agricultural and energy sectors.

Takeaways

Cold weather patterns are expected to peak in December and January.
Natural gas demand is significantly influenced by winter temperatures.
OPEC's production decisions are closely tied to U.S. shale oil output.
The Federal Reserve is navigating complex monetary policies amid political changes.
Cattle market trends indicate a potential breakout in prices in early 2025.
Geopolitical tensions are impacting the canola market significantly.
Natural gas prices are rising due to increased demand and limited supply.
The energy sector is facing potential crises due to production declines.
The dollar's strength is affecting global grain markets.
Producers need to be strategic in managing fertilizer costs amid rising natural gas prices.

Chapters

00:00 Weather Patterns and Predictions
03:11 Natural Gas Demand and Energy Crisis
05:58 Oil Production and OPEC Dynamics
08:50 Federal Reserve Policies and the Dollar
12:04 Cattle Market Trends and Predictions
14:54 Canola Market and Geopolitical Tensions


The Looming Energy Crisis- Natural Gas Demand- MIP Markets with Shawn Hackett

Signaling A Bottom In The Market - MIP #456 - With Jon Wommack

The December USDA Report And The Market Dynamics - MIP Markets With Shawn Hackett

Summary

In this episode, Casey Seymour and Chip Nelligar discuss the recent USDA reports and their impact on the grain markets, particularly corn and beans. They explore the volatility in the markets due to geopolitical tensions, the influence of Brazil's crop on US markets, and the complexities surrounding renewable fuels. The conversation also covers the dynamics of the hog and cattle markets, as well as the outlook for energy prices and strategies for managing input costs.

Takeaways

The USDA report indicated a significant increase in demand for corn, leading to a favorable market reaction.
Having a solid plan and offers working is crucial in a volatile market.
Geopolitical tensions, especially in Ukraine and Syria, are impacting market stability.
Brazil's potential bean crop could significantly affect US soybean prices.
The renewable fuels market is complex and requires clarity for better demand forecasting.
Hog prices are currently high, but market volatility poses risks for producers.
Cattle prices have stabilized despite previous concerns about market drops.
Energy prices are expected to remain under $70, influenced by domestic production increases.
Producers should consider locking in input costs while being cautious of market fluctuations.
Volatility in the market can create opportunities for profit if managed correctly.

Chapters

00:00 Market Reactions to USDA Reports
06:03 Geopolitical Influences on Grain Markets
11:53 Understanding Renewable Fuels and Their Market Effects
18:02 Cattle Market Stability
24:09 Strategizing Input Costs

The December USDA Report And All The Other Moving Parts - MIP Martkets With Chip Nellinger

Summary

In this conversation, Casey Seymour and Aaron Fiddle discuss the recent events in college football, focusing on the excitement of rivalry games, the implications of the new 12-team playoff bracket, and the ongoing conference realignment. They delve into the biases present in rankings and the historical context of college football championships, providing insights into the current state of the sport and its future. In this conversation, the hosts delve into the dynamics of college football performance, the politics and financial implications within the sport, and the intricacies of the farm machinery market. They discuss how performance metrics can be skewed by external factors, the impact of money on college football politics, and provide insights into the current state of the used equipment market, emphasizing the importance of understanding valuation and market trends.

Takeaways

Rivalry games can dramatically change the outcome of a season.
The new 12-team playoff bracket introduces more complexity to rankings.
Conference realignment affects team performance and visibility.
Brand bias plays a significant role in playoff selections.
Winning your conference is crucial for playoff eligibility.
Historical context is important in understanding current championship dynamics.
Coaching perspectives reveal frustrations with current ranking systems.
The impact of NIL deals on team recruitment is growing.
The BCS system was intended to create fairness but has its flaws.
The excitement of college football is often tied to its traditions and rivalries. College football performance can be unpredictable and influenced by various factors.
The politics in college football are heavily influenced by financial considerations.
Farm machinery market trends are shifting, with buyers becoming more selective.
Used equipment valuation is not static and can fluctuate based on market conditions.
Buyers should focus on the specifications of machinery rather than just the price.
Understanding the hours on a tractor is crucial for valuation.
The market for used tractors is segmented by hours and age.
Interest rates and financing options play a significant role in equipment purchases.
Buyers have more leverage in the current market due to increased inventory.
Evaluating used equipment requires careful consideration of various factors.

Chapters

00:00 Rivalry Games and Their Impact
05:00 The 12-Team Playoff Bracket Discussion
10:02 Conference Realignment and Its Implications
14:55 Coaching Perspectives on Rankings and Bias
20:00 Historical Context of College Football Championships
27:47 Politics and Money in College Football
33:56 Navigating the Farm Machinery Market
43:04 Understanding Used Equipment Valuation

The Thrill Of Rivalry Games And When Is The Best Time To Trade

Moving Iron Podcast #119 – Shawn Hackett – Hackett Financial 

Shawn is a Financial Analyst who has created an Algorithm that tracks not only Business Cycles but, Grand Solar Cycles. This is a very interesting topic; through tree ring and glacial core samples can be traced back through the years. 
  

Remember if you would like to continue any of these conversations you can hit me up on Facebook, Twitter, or Instagram @MovingIronLLC You can send also send an email at movingironpodcast@movingironpodcast.com. You can also visit the Moving Iron Podcast YouTube Channel. Here you can find Moring Market Roundup With Chip Nellinger and Angie Setzer also, Tax Moves with Glen Birnbaum. 

Moving Iron Podcast is proud to be a part of the Global Ag Network. The network is going live soon so check out GlobalAgNetwork.com for more details and updates. You will be able to hear Dryline Farmer Podcast, Girls Talk Ag, The Topsoil Podcast, Ag News Daily, Working Cows, Heifer Please, Throwback Iron, and Ask Agnes

Please visit Movingironllc.com. Here you can find information, details, and updates for the 2019 Moving Iron Summit in Nashville, TN, 

If you would like to support the podcast you can leave a review and subscribe to your favorite podcast platform. 

You can find this podcast on: 
iTunes
Google Play
Stitcher radio
Tune In Radio
And Sound Cloud
So, until Next Time… Let's go move some Iron.... This is Casey Seymour…. out.

#AgEquipmentBusinessTalk

Moving Iron Podcast

Popular tracks