Moving Iron Podcast Moving Iron LLC
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Podcast by Moving Iron LLC
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MIP Markets With Shawn Hackett - Mid-May Cold Air In Weather Models
MIP Markets with Shawn Hackett Mid May Cold Air in Weather Models
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, host Casey Seymour interviews Shawn Hackett from Hackett Financial. They discuss the impact of South American weather on the markets, including extreme high pressure systems in Brazil affecting corn, coffee, and cotton crops. They also touch on the potential for cold air coming into the Midwest in May and its impact on the wheat market. The conversation then shifts to the rice market, where flooding in China and a ban on rice exports from India are causing supply concerns. They briefly discuss investment opportunities in farmland and tree crops, including the Gladstone Farmland ETF and the Demetra cryptocurrency.
Keywords
#SouthAmericanWeather #Braziliancorncrops #coldairintheMidwest #wheatmarket, #ricemarket #floodinginChina #riceexports #investmentinfarmland #treecrops, #GladstoneFarmlandETF, #Demetra #cryptocurrency
Takeaways
Extreme weather patterns in Brazil, such as marine heat waves and high pressure systems, are affecting corn, coffee, and cotton crops.
The potential for cold air coming into the Midwest in May could impact the wheat market.
Flooding in China and a ban on rice exports from India are causing supply concerns in the rice market.
Investment opportunities in farmland and tree crops include the Gladstone Farmland ETF and the Demetra cryptocurrency.
Sound Bites
"What's happening in the marketplace"
"Marine heat wave off the West coast of South America"
"Starting to get some upside price risks"
Chapters
00:00 Introduction and South American Weather
03:10 Potential Cold Air in the Midwest
05:20 Supply Concerns in the Rice Market
08:22 Impact of Bird Flu on the Beef Market
10:59 Investment Opportunities in Farmland and Tree Crops
13:00 Gladstone Farmland ETF
15:23 Demetra Cryptocurrency
Click To Watch:
https://youtu.be/hrWpO0S9SsE
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 - Understanding The Resent Movement In The Wheat Market
MIP Markets with Shawn Hackett Understanding the Resent Movement In the Wheat Market
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.
Keywords
#commodities, #wheatmarket, #cropproduction #Russia #yields #KCwheat #harvesting #croptour24 #corn #soybeans #markets #USDA #CONAB #plantingseason24 #avianflu #birdflu #dairycows #geopoliticalfactors #ceasefireagreement #Bidenadministration
Dry weather has affected crop production, particularly in Russia and South Russia.
The upcoming critical period for wheat production in May is crucial for market dynamics. The critical May timeframe is when yields are determined.
There is concern about dry weather in the Western KC weight wheat belt.
The USDA and CONAB must agree on second-crop corn production in South America.
Changes in global trade dynamics and consumer behavior can significantly affect commodity markets. Geopolitical factors also play a significant role in the movements of the energy market.
A ceasefire agreement could have a calming effect on the market.
There is uncertainty about the future due to geopolitical tensions.
The Federal Reserve has to balance its decisions with politics as it approaches elections.
The Federal Reserve's decisions will not necessarily be based solely on data, such as the potential impact of rising interest rates on the agriculture industry.
Sound Bites
"Dry weather can last into mid-May, which is very critical."
Chapters
00:00 Recent Movement in the Wheat Market
02:27 Making Cash Sales
04:46 Challenges of Getting the Market Excited During the Planting Season
07:00 The Safety of Pasteurization in Milk
09:12 Global Trade Dynamics and Commodity Markets
11:12 Unrest and its Effect on the Energy Market
13:18 Anxious for Chairman Powell's Statement
15:05 Balancing Data and Politics
15:19 The Impact of Rising Interest Rates on Agriculture
15:46 Connecting with Shawn for Information and Insights
Click To Watch:
https://youtu.be/5uxftFgqFy8
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com -
MIP #433 Presented By Fusable.com - Pinpointing Customers With Eric Montz
MIP #433 Presented By Fusable Tracking Market Share and Financing with EDA's UCC Data w/ Eric Montz
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 podcast episode, Casey interviews Eric Montz from EDA about the current state of the construction and agriculture industries. They discuss how the market is returning to normal after the challenges of the past few years, with increased sales and improved inventory availability. Eric shares how EDA helps clients find customers by analyzing data and identifying opportunities. They also discuss the importance of understanding customer preferences and buying cycles and how EDA provides tools to track and target specific customer segments. They also touch on EDA's role in recruiting technicians and using UCC data to track equipment financing.
Keywords
#construction, #agriculture, #markettrends, #sales, #inventory, #customertargeting, #buyingcycles, #customerpreferences, #technicianrecruiting, #UCCdata
Takeaways
The construction and agriculture markets are returning to normal after facing challenges in recent years.
EDA helps clients find customers by analyzing data and identifying opportunities.
Understanding customer preferences and buying cycles is crucial for successful sales and marketing.
EDA provides tools to track and target specific customer segments.
EDA's UCC data is used to track equipment financing and market share.
Sound Bites
"The biggest takeaway so far is we're back to normal."
"Here's what you guys did; here's what your competitor right down the road did."
"Broadening the Spectrum: Targeting New Customers with EDA"
Chapters
00:00 Introduction and Overview
06:26 Understanding Customer Preferences and Buying Cycles
11:07 Identifying First-Time Buyers
15:13 Tracking Customer Cycles with Milestone Watches
23:33 Conclusion and Contact Information
Click To Watch:
https://youtu.be/7n21CaZBVM4
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com -
MIP # 432 - Assessing The State Of Ag Banking - With Alan Hoskins
MIP # 432 Assessing the State of Ag Banking With Alan Hoskins
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, Casey Seymour interviews Alan Hoskins from American Farm Mortgage about the current state of ag banking. They discuss early planting, potential interest rate changes, crop prices, succession planning, and the importance of looking at financials on an accrual-adjusted basis. Alan emphasizes the need for open communication and joint meetings between lenders, merchandisers, and farmers to make informed decisions. He also encourages producers to regularly review their financials and consider the long-term implications of their plans.
Keywords
#agbanking, #earlyplanting, #interestrates, #cropprices, #successionplanning, #financials, #jointmeetings, #plant24
Takeaways
Early planting has been observed in some areas, but recent storms and rain have slowed activity.
The Federal Reserve is considering the possibility of inflation leading to rate hikes instead of rate decreases.
Producers should work with lenders and merchandisers to assess profitability and manage risk.
Succession planning should involve joint meetings with all parties present to ensure effective communication and decision-making.
Examining financials on an accrual-adjusted basis is essential to understand true profitability and make informed decisions.
Sound Bites
"What's happening in the world of ag banking?"
"There's a possibility that we could lower interest rates by three times going out through 2024."
"Regardless of the rate environment, it always serves folks well to consider how to manage risk."
Chapters
00:00 Introduction and State of Ag Banking
05:22 Impact of Inflation on Agriculture
09:28 Finding Profitability in Crop Prices
13:29 Navigating Succession Planning
23:49 Closing Remarks and Moving Iron Summit
Chapters
00:00 Introduction and Background
05:50 Shift from 7 Series to 8 Series Tractors
25:41 Value of Networking at the Moving Iron Summit
Click To Watch:
https://youtu.be/P1Z1CWNi21k
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com -
MIP #431 - Trends In Crop Mix And Equipment Demand - Nathan Gamble And George Callan
MIP #431 Trends in Crop Mix and Equipment Demand with Nathan Gamble and George Callan
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, Casey Seymour interviews Nathan Gamble and George Callan from AgPro. They discuss the current trends in the agriculture industry, including crop mix and equipment demand. They also discuss the challenges and opportunities in the used equipment market, particularly in the cotton picker and tractor segments. The conversation touches on topics such as equipment allocation, inventory management, and the impact of COVID-19 on the industry. The guests also mention upcoming events and programs in the agriculture equipment market.
Keywords
agriculture industry, crop mix, equipment demand, used equipment market, cotton picker, tractor, equipment allocation, inventory management, COVID-19, events, programs
Takeaways
The Southern group of AgPro primarily deals with cotton and peanuts, while Ohio focuses on beans and corn.
The cotton picker market is dominated by John Deere, with limited competition from international companies.
The used tractor market has shifted from 7-series to 8-series tractors as the need for 7-series tractors has decreased.
The wholesale market for agricultural equipment has slowed, with tractors requiring competitive selling pricing.
The COVID-19 pandemic has disrupted the supply chain and inventory levels, leading to challenges in the equipment market.
There is potential for equipment rebuild centers to emerge, offering remanufactured equipment as an alternative to buying new.
The election year adds uncertainty to the market, but there is hope for improvement as the year progresses.
The Moving Iron Summit is a valuable networking event for industry professionals to connect and build relationships.
Sound Bites
"The Southern group of AgPro primarily deals with cotton and peanuts, while Ohio focuses on beans and corn."
"The cotton picker market is dominated by John Deere, with limited competition from international companies."
"The used tractor market has shifted from 7-series to 8-series tractors, as the need for 7-series tractors has decreased."
Chapters
00:00 Introduction and Background
05:50 Shift from 7 Series to 8 Series Tractors
25:41 Value of Networking at the Moving Iron Summit
Click To Watch:
https://youtu.be/P1Z1CWNi21k
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com -
MIP #430 Strong Jobs Report And Concerns About Inflation
MIP #430 Strong Jobs Report and Concerns About Inflation 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
https://info.ironsolutions.com/moving-iron-podcast.
Summary
In this episode of the Moving Iron Podcast, Casey and Rich Posson discuss the world of economics and the current state of the economy. They talk about Rich's podcast, where to find it, and his morning and weekly updates on various markets. Rich explains his forecasting methods and how he provides insights into short-term and long-term trends. They also discuss the recent jobs report, inflation, and the Federal Reserve's role in managing the economy. They touch on the volatility in the grain markets and the potential for a reversal in short positions. Rich shares his bullish outlook for the economy and the stock market while acknowledging the potential risks and challenges ahead.
Keywords
#economics, #podcast, #updates, #forecasting, #jobsreport, #inflation, #FederalReserve, #grainmarkets, #shortpositions, #bullish #outlook
Takeaways
Rich Posson provides morning and weekly updates on various markets, including the stock market, economy, bonds, interest rates, gold, Bitcoin, crude oil, and grains.
Rich uses a clock-like model to forecast short-term and long-term trends in the stock market and economy, helping investors make informed decisions.
The recent jobs report showed strong gains in employment, indicating a healthy economy. However, inflation is a concern, and the Federal Reserve may need to adjust interest rates to manage it.
The grain markets have been volatile, but Rich sees potential for a reversal in short positions, especially with the dryness in South America and other global factors.
Although he acknowledges the potential risks and challenges, Rich is bullish on the economy and stock market, expecting continued growth and higher stock prices in the coming years.
Chapters
00:00 Introduction and Rich's Podcast
08:30 Strong Jobs Report and Concerns about Inflation
27:21 Bullish Outlook for the Economy and Stock Market
Click To Watch:
https://youtu.be/VLQ6yedHjVY
Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc
Music By: @TalbottBrothers
Host: @casey9673
#agequipmentbusinesstal #letsgomovesomeiron
Contact Me at:
MovingIronLLC.com
movingironpodcast@movingironpodcast.com
Customer Reviews
Deep thinker
Casey is one of the great thinkers of our times. Alway great to get his insights.