Is the Perma Bear… Bullish on Corn Now?

A year ago, Jon was accused of turning bullish on corn—and lost a beer bet because of it. This year feels eerily similar, but the setup is different in one key way: the spreads and demand signals are telling a story most producers aren't paying attention to. In this episode, Jon and Ryan break down why corn's pipeline looks tighter than expected, what last year's spread behavior can teach us about timing sales, and the December window that could reveal whether this rally has real fuel behind it. They also dig into soybeans, where volatility keeps slipping even as futures slide, and cover the renewed uncertainty in cattle and wheat. If you're trying to understand what the commercial side is signaling—and whether it's finally time to rethink your bias—this is the episode to hear.