PODCAST · business
Professional Ag Marketing Podcast
by Mike Minor
An agricultural finance podcast that dives deep into grain and livestock risk management. Trading commodity futures and options involves substantial risk of loss and is not suitable for all investors. Check out our website at www.professionalagmarketing.com
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413
WASDE recap and market reaction
Jayden and Mike discuss today's WASDE for corn and soybeans, along with this morning's CPI report.
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412
Who is fueling this cattle rally?
Mike and Jeff discuss packer leverage and the spike in the live cattle futures in this week's episode.
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411
Holiday Hog Harvest Kerfuffle
Mike and new guest Nathan Lahr discuss the incoming Labor Day Harvest numbers for hog and more in this week's hog market talk.
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410
Funds are a Record Long on Corn
Mike and Jayden discuss today's COT report and more grain fundamentals.
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409
Are Cattle Prices Sustainable at This Level?
Mike and Jace discuss cattle prices, packer leverage and more in this week's episode.
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408
Hogs are Shedding a Record Short
Mike and Jeff discuss the money management in the hog position in this week's episode.
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407
Is $6 corn back on the table?
Lucas and Jayden discuss current corn trends and the potential corn may still have to reach $6. Listen in here!
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406
The Battle for Margin Has Shifted in Cattle
In this episode, we break down one of the biggest shifts we've seen in the cattle market this year: packers are regaining leverage. We discuss the impact of Tyson plant closures, improving packer margins, the lowest July cattle placements since 1995, and what tighter supplies could mean moving forward. We also dive into the reopening of Mexican cattle imports, declining heifer slaughter rates, rising feed costs, and whether feedyards are becoming the pressure point in today's market. Plus, we explore risk management opportunities for producers trying to protect profits in a market that remains historically strong but increasingly volatile. If you're wondering where cattle prices, packer margins, and producer profitability go from here, this is a conversation you won't want to miss.
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405
Is the Hog Market About to Surprise Everyone?
Funds are carrying one of the largest short positions we've seen in years, yet seasonal trends suggest the hog market may not be finished. In this episode, we dig into the growing disconnect between bearish market sentiment and the potential for a fall rally.We discuss rising slaughter numbers, record-heavy carcass weights, the ongoing struggles in the ham market, export demand, and what it all means for producers heading into the final months of the year. We also break down practical risk management strategies, including LRP, futures, and options, and where opportunities may exist on the feed side of the margin.Whether you're marketing hogs today or planning for 2027 production, this episode focuses on the biggest risks, opportunities, and market signals to watch right now.
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404
Trump Drops Ground Beef Tariffs to Lower Prices
Lucas Peters and Nick Bork discuss the cattle market, Trump's truth social post, and the decline of cattle futures.
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403
Corn Continues to Rally for Multiple Reasons
Lucas and Jordan talk grain fundamentals, the ProFarmer Crop Tour, and a promising outlook for Soybeans.
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402
Hog Futures not Responding
Mike and Luke discuss the headwinds that continue to face the hog market.
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401
Tyson Closure: The Leverage Shifts Away from Cattle Producers
Mike and Jeff discuss the breaking news yesterday of the Tyson plant in Joslin closing, the market reaction and more.
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400
Wheat leads, corn follows, bulls win the week
Mike and Jayden discuss this weeks WASDE and the market reaction for both corn and beans.
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399
Some Hog Market Headwinds
Mike Minor and Luke Wells discuss some headwinds in the hog market. Some WASDE and grains outlook as well.
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398
Final Estimates for our 2026 Crop Tour Across the Midwest
Jayden, Cael, and Derek discuss the final recap of the 2026 Crop Tour. What they found on their travels, drought conditions and more!
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397
Northern Section of the 2026 Crop Tour (SD, ND, MN) with Estimates
Mike Minor hit the road to see the crops in South Dakota and North Dakota. Listen to his findings here!
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396
Day 4 of the 2026 Crop Tour (Illinois, Indiana, Iowa) with Indiana and Illinois Estimates
Mike and Jayden discuss the start of the home stretch on the 2026 Crop Tour. Jayden provides Indiana and Illinois estimates.
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395
What to do About This Cattle Rally?
Mike and Jace discuss the cattle market technicals behind this rally, funds and more.
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394
The Good, The Bad, and The Ugly in Hogs
Mike and Luke discuss cutout values, and supply and demand in this week's episode.
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393
Day 3 of the 2026 Crop Tour (Illinois, Indiana, Ohio) with Ohio Estimates
Mike and Jayden discuss the furthest point of the crop tour, Ohio. Find out what the team is seeing in this episode.
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392
Day 2 of the 2026 Crop Tour (Iowa, Illinois, Missouri) with Missouri Estimates
Mike and Cael discuss day 2 of the crop tour across southern Iowa, NE Missouri, and central Illinois. They also came up with the Missouri estimate.
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391
Day 1 of the 2026 Crop Tour Complete with Nebraska Estimates
Mike and Jayden discuss the Professional Ag Marketing Grain Team's first day out on the crop tour along with the Nebraska projected yield.
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390
Grains Fall as we Prepare for the 2026 Crop Tour
Mike Minor and Lucas Peters discuss the annual crop tour and more in this week's episode.
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389
Kyle Kracht Post Cattle on Feed and Border Reopening
Mike Minor and Kyle Kracht discuss the July Cattle on Feed, border reopening and more in this week's Cattle Talk Podcast
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388
Hams & Bellies Shock: Sudden Product Dump and Reaction
Mike and Luke discuss the dump of product on the ham primals, market drivers and more in this week's episode.
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387
Chasing $6 Corn: Opportunity or Illusion?
Mike and Jordan discuss the potential on the table for Dec Corn, weather outlook and more.
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386
Cattle Market Challenging Multi Year Trends
Mike and Jeff discuss Cattle futures and the August chart floating around online.
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385
Hog Weights Falling: What it Means for Cutout
Mike and Michael Fitzgerald discuss current harvest and weight fundamentals and what it means for pork.
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384
BONUS EPISODE: Lucas Peters and Kyle Kracht on Cattle Insurance Opportunity
Mike, Lucas, and Kyle discuss today's insurance opportunity in cattle.
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383
Kyle Kracht on the Cattle Market's Continued Slide
Kyle Kracht joins the Cattle Market Talk Podcast today with Mike to talk about the market's slide and risk management opportunities.
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382
Honing in on the Grain Market
Mike, Jayden, and Pat discuss current crop conditions, corn price and more in this week's episode.
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381
National Pork Industry Conference Recap
Mike and Luke discuss his time at NPIC this week, market outlook, industry tone and more in this week's episode.
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380
WASDE Sparks a Rally in Corn
Jayden and Jordan discuss today's WASDE report, the following rally in corn, and upcoming weather.
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379
Cattle fall once again. Who has the leverage?
Jayden and Jace discuss cattle futures and the producers leverage over the packer.
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378
Hogs are green ahead of NPIC
Mike and Luke discuss the rally in the hog markets and what to look forward to at NPIC at Wisconsin Dells next week.
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377
USDA Sparks the Rally, Can Mother Nature Stop It?
Mike and Jordan discuss the past week's weather and USDA stocks and acres report.
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376
USDA Offering $500 Million to Small Beef Processors
Mike and Jeff discuss the SPUR program and the money going into parts of the Cattle industry.
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375
Beware of Premium
Mike and Jeff discuss the hog market and the premium the futures are carrying over the index.
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374
Aerial Crop Tour and Market Recap
Mike and Cade discuss Pro Ag's first aerial crop tour, the results and more can be found on our website and X.
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373
They Came for Soccer... Stayed for Beef
Mike and Jace discuss current cattle fundamentals and how the World Cup could send foreigners home with a beef craving.
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372
Where are the Silver Linings in the Hog Market
Mike and Jeff discuss current hog market fundamentals and drivers.
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371
Placements Came in Low - Post Cattle on Feed
Mike and Jace chat about the Cattle on Feed Report that came out today.
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370
Sales are Heading to China
Mike and Pat discuss soybean export sales, weather, inflation, and more in this week's Grain Market Talk.
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369
Support Incoming in the Hog Market?
Mike and Luke chat about competing proteins, fundamentals and support levels in the hog market.
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368
Crushing It: Soybean Processor Margins Explode Higher
Mike and Jordan discuss the current state of the grains market.
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367
Cattle on Hold: Screwworm Logistics & Quarantine Disruptions
Mike and Jeff discuss the current state of the NWS virus and more.
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366
Is the U.S. Consumer Stung? Pork Demand in a Funk
Mike and Luke discuss market conditions and conditions pork demand is in.
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365
Screwworm is Here, Cattle Market Reaction | Cattle Market Talk June 5th, 2026
Mike and Jace discuss the bullish reaction to the screwworm news and more in this week's cattle talk podcast.
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364
Weather Sell Off | Grain Market Talk June 5th, 2026
Mike and Jayden discuss more about this sell off on Dec corn and more in this week's episode.
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ABOUT THIS SHOW
An agricultural finance podcast that dives deep into grain and livestock risk management. Trading commodity futures and options involves substantial risk of loss and is not suitable for all investors. Check out our website at www.professionalagmarketing.com
HOSTED BY
Mike Minor
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