Ag Economic Insights
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
Episodes
123 episodes
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 chang...
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Season 1
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Episode 122
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12:00
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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Season 1
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Episode 121
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10:44
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...
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Season 1
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Episode 120
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11:34
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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Season 1
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Episode 119
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13:30
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 appli...
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Season 1
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Episode 118
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13:59
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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Season 1
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Episode 117
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12:42
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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Season 1
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Episode 116
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7:47
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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Season 1
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Episode 115
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15:31
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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Season 1
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Episode 114
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11:36
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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Season 1
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Episode 113
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12:55
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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Season 1
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Episode 112
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9:57
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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Season 1
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Episode 111
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9:12
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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Season 1
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Episode 110
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11:59
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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Season 1
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Episode 109
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13:50
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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Season 1
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Episode 108
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14:54
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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Season 1
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Episode 107
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15:32
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 ...
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Season 1
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Episode 106
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11:10
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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Season 1
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Episode 105
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19:40
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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Season 1
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Episode 104
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15:35
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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Season 1
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Episode 103
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12:55
Lessons from the past: corn prices, deja vu, and estate taxes,
David comments on recent articles including one marking the end of an Ag Forecast Network question on taxes, and one regarding the interaction of inflation and corn prices, which also brings up a lesson from history.
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Season 1
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Episode 102
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14:39
It's just money: Examining fertilizer price trends and soybean meal and oil prices
David discusses the ongoing - and still accepting new contestants - Yield Forecast Challenge ahead of the upcoming WASDE report set to be released June 10, fertilizer price changes, and fluctuations in the price of soybean meal and oil.
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Season 1
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Episode 101
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10:24
Data-based considerations: Examining gas prices and double-cropping soybeans
David discusses elements influencing double-cropping, acre swapping, and the implications of gasoline pricing and consumption.
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Season 1
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Episode 100
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18:25
Implications of delayed planting, crop yields, and usage
David discusses new articles, the prevent plant and crop yield situation, the potential for crops to see acre switching or demand rationing occur, and takes a look at the meaning behind the phrase “Desperate times call for desperate measures.”
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Season 1
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Episode 99
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14:17