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MIP Markets with Shawn Hackett  - Sleeper Geopolitical Assets

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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 Markets With Shawn Hackett - Sleeper Geoplitical Assets

On this weeks episode I discuss Machine Reconditioning Process and the Current State of Used Equipment With John Hawkins, Remarketing Manager Martin Sullivan, and Terry Morris of Dawson Tire. John And I take a look at EOP and where we think some opportunities might be in the Used Equipment Market. Terry and I Discuss Tires and how they effect the overall value of a machine and some options Dawson Tire and Wheel has for dealers. For More information about Dawson Tire and Wheel you can visit their website at www.dawsontireandwheel.com. On Social Media you can find them on Facebook, Twitter, and Instagram at Dawson Tire. Dawson Tire also has a Youtube Channel www.youtube.com/user/dawsontireandwheel

If you would like to contact the podcast directly please send your email to movingironpodcast@movingironpodcast.com. I hope you enjoy this episode. 

Show Breakout:  
Intro 0:00 
0:21 John Hawkins Intro
- 0:52 Martin Sullivan Intro
- 1:30 Current Planting Conditions 
- 3:08 John Hawkins Background 
- 7:55 Local Market Conditions Martin Sullivan 
- 10:49 Traditional Product Mix Martin Sullivan and Prairieland Partners 
- 13:21 Leasing Equipment and the Effects on the Marketplace
- 14:57 Current Auction Market How are Local Farm Auctions Effecting the Market 
- 23:04 Macro Level Current Used Equipment Inventories New Selling Habits and Breaking Old Habits 
- 31:00 Planter and Sprayer EOP Outlook 
- 42:09 Combine Market Outlook for the Coming Year 
- 47:40 How Recon Fits into the Sales Process Starting From the Trade Eval 
- 52:40 Recon and Pricing Strategy 
- 59:25 Excellent, Good, Fair, Poor What does this mean 
- 1:11:00 My Interview with Terry Morris of Dawson Tire
- 1:47:37 Outro - Special Thanks to John Hawkins, Terry Morris, Parts, Service, and AMS Folks.

Moving Iron Podcast #2 - Recon Process - John Hawkins And Terry Morris

Moving Iron Podcast #84 – Jerod McDaniels. 

Jerod and I talk about his background, the future of Farm Equipment on the Farm, Adjusting to buying equipment in a downturn, Planters and Planter specs, and Is it the Planter or Auto-steer that deserves the credit for increase in yields.  

Remember if you would like to continue any of these conversations you can hit me up on Facebook, Twitter, or Instagram @MovingIronLLC, Regina at @rrjanousek on Twitter and Regina Narjes on Facebook and Instagram, and you can find Aaron Fintel @aaronfintel on Twitter and Facebook. 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 After the Bell With Chip Nellinger and Tax Moves with Glen Birnbaum. 

Moving Iron LLC now has a website you can visit, Movingironllc.com. Here you can find information for the 2018 Moving Iron Summit in Las Vegas, Past and current episodes of Moving Iron Podcast, and Articles from Moving Iron Blog. Throughout the year there will be guest bloggers writing on various topics from their point of view. 

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

You can find this podcast on these podcasting platforms:
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.

Moving Iron Podcast #84 - Jerod McDaniel Part 1

MIP #200 – 20/20 Viosn with @AaronFintel 
We recap 2020 and look at 2021

Presented By @TractorZoom 

Music By: @TalbottBrothers 

@casey9673 @traderbrent @Aaronfintel

#AgEquipmentBusinessTalk
#LetsGoMoveSomeIron

MovingIronLLC.com
MovingIronPodcast@MovingIronPodcast.som

#dryshodfootwear #agequipmentbusinesstalk #agmarkets #combine #combinetires #corn #dawsontire #dryshodfootwear #idlechatterpodcast #AgTires #Harvest20 #Tillage #iweardryshodfootwear #plant20 #till20 #tractor #tractortires #tractorzoom #worldeconomy #IronComps

MIP #200 - 20/20 Vision w/ Aaron Fintel

MIP Markets w/ Chip Nellinger 1-10-21
1-309-550-7213, bluereefinc.com @bluereefAG

USDA Report and Corn Was Poppin’

Presented By @TractorZoom 

Music By: @TalbottBrothers 

@casey9673 @traderbrent @Aaronfintel

#AgEquipmentBusinessTalk
#LetsGoMoveSomeIron

MovingIronLLC.com
MovingIronPodcast@MovingIronPodcast.com

#agequipmentbusinesstalk #agmarkets #combine #combinetires #corn #idlechatterpodcast #AgTires #Harvest21 #Tillage #plant21 #till21 #tractor #tractortires #tractorzoom #worldeconomy #IronComps #PrecisionDonor #BornThatWay #Soybeans

MIP Markets w: Chip Nellinger 1-12-21

MIP Markets w/ Shawn Hackett 1-15-21
561-573-3766,  HackettAdvisors.com

All eyes on drought maps and South American, Soon to be,  Corn Planting 

Presented By @TractorZoom 

Music By: @TalbottBrothers 

@casey9673 @traderbrent @Aaronfintel

#AgEquipmentBusinessTalk
#LetsGoMoveSomeIron

MovingIronLLC.com
MovingIronPodcast@MovingIronPodcast.com

#agequipmentbusinesstalk #agmarkets #combine #combinetires #corn #idlechatterpodcast #AgTires #Harvest21 #Tillage #plant21 #till21 #tractor #tractortires #tractorzoom #worldeconomy #IronComps #PrecisionDonor #BornThatWay #Soybeans

MIP Markets With Shawn Hackett - Sleeper Geoplitical Assets

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