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Ag Economic Insights
AEI Presents
123 episodes
5 months ago
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.
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All content for Ag Economic Insights is the property of AEI Presents and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Marketing
Business,
News,
Business News
Episodes (20/123)
Ag Economic Insights
Predictions from early sales, commodity pacing
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.
Show more...
3 years ago
12 minutes

Ag Economic Insights
Another look: corn and Mexico, soybean yields
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.
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3 years ago
10 minutes

Ag Economic Insights
In with the new: New yield data, new questions, new podcast season
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.
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3 years ago
11 minutes

Ag Economic Insights
Examining inflation and missing corn, soybean acres
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.
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3 years ago
13 minutes

Ag Economic Insights
Examining fertilizer prices and captial expenditures
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.
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3 years ago
13 minutes

Ag Economic Insights
The Fed, interest rates, and fertilizer - oh my
David discusses recent articles, changes in the interest rate, what long-term rates may mean for farmers, and shifting fertilizer prices.
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3 years ago
12 minutes

Ag Economic Insights
Crunching the numbers: Crop yield, use, and ag spending
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.
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3 years ago
7 minutes

Ag Economic Insights
Accounting for new data and revising predictions
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
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3 years ago
15 minutes

Ag Economic Insights
Taking a deeper dive into ending stocks and solutions
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.
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3 years ago
11 minutes

Ag Economic Insights
Taking a longer look at crop yield influencers and farmland values
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.
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3 years ago
12 minutes

Ag Economic Insights
The August Yield Episode
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.
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3 years ago
9 minutes

Ag Economic Insights
Highlighting WASDE results and market forces
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.
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3 years ago
9 minutes

Ag Economic Insights
Implications of China's buying habits and economic pain points
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.
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3 years ago
11 minutes

Ag Economic Insights
Talking about the Fed and how to define a recession
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.
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3 years ago
13 minutes

Ag Economic Insights
Examining growing conditions, yields, and ROI
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.
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3 years ago
14 minutes

Ag Economic Insights
Exploring July's crop yield data and macroeconomic predictions
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.
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3 years ago
15 minutes

Ag Economic Insights
Three thoughts for mid-July
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.
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3 years ago
11 minutes

Ag Economic Insights
Mid-year roundup: 6 months into 2022 how is the crop shapping up?
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.
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3 years ago
19 minutes

Ag Economic Insights
Diving into the macro-economy: What the Fed has been doing and what it could mean
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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3 years ago
15 minutes

Ag Economic Insights
Implications of prevent plant and commodity usage
David discusses recent articles and reports highlighting the results of the June WASDE report, actions of the Federal Reserve, and the stocks-to-use situation.
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3 years ago
12 minutes

Ag Economic Insights
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.