Episodios

  • The January Tug-of-War ↔️
    Jan 16 2026

    January is doing what it does best – pulling markets in opposite directions. Beef splits between falling middle meats and rising end cuts, chicken prices wake up, pork stays a value, grains soften, and dairy pushes into rare territory. These early-year moves may look quiet, but they’re setting up what comes next.

    BEEF: The New Year split continues — middle meats are sliding while end cuts quietly climb. With Valentine’s Day approaching and demand holding steady, this market is setting up for its next turn sooner than it looks.

    POULTRY: Chicken prices are officially on the move, led by breasts with wings and tenders following close behind. Add a slipping hatch rate and ongoing avian flu cases, and this value market may not stay cheap for long.

    GRAINS: Grain prices took another step lower as supply keeps growing faster than demand. Great news for feeders, but these markets are still searching for a spark.

    PORK: Pork remains one of the strongest values on the board, even as prices begin to inch higher. With steady production ahead, this quiet strength could be telling.

    DAIRY: Dairy keeps pushing lower into territory we haven’t seen since the pandemic. Whether this creates short-term opportunity or signals something deeper is the question worth watching.

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    3 m
  • The New Year Split
    Jan 9 2026

    The calendar flipped, and the markets followed. Beef is splitting seasonally, chicken is finally waking up, pork remains a value with signs of strength, grains won’t budge, and dairy keeps testing new lows. This is the quiet part of the year where small shifts now can mean big moves later.

    BEEF: The New Year reset is in full swing — middle meats are sliding fast while roasts and grinds quietly push higher. This seasonal split is right on schedule. The question is which side of the market you want to be on before January wraps up.

    POULTRY: After weeks of waiting, chicken prices are finally turning higher, led by breasts and now wings as the playoff season kicks in. With avian flu still very much in play, this market may not give buyers much time to react.

    GRAINS: Grain prices remain stuck in neutral, offering continued relief for protein markets. Until something breaks the pattern, this quiet stretch looks firmly in place.

    PORK: Pork remains one of the best values on the board, but signs of strength are starting to show. Bellies are holding steady for now — the next move feels closer than it looks.

    DAIRY: Butter has hit a five-year low while cheese shows hints of stabilizing. It’s a rare pricing moment that may not stick around long.

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    3 m
  • The Two-Week Turn
    Dec 19 2025

    The holiday push is wrapping up, and the markets are starting to show their hand. Beef is splitting in two directions, poultry feels steady but uneasy, pork stays a value, grains won’t budge, and dairy may finally be finding a floor. With January right around the corner, the next two weeks could set the tone for everything that follows.

    BEEF: Holiday pricing is making its final stand, and the beef market is starting to split in two directions. Middle meats are finally easing while other cuts quietly set up their next move. Two weeks from now, this market could look very different.

    POULTRY: Chicken finishes the year well supplied and steady, but this calm feels temporary. With avian flu still popping up and no real downside left, the next move is likely up – the only question is when.

    GRAINS: Soy export news finally surfaced, but the grain markets barely blinked. Corn, soy, and wheat remain stuck in neutral, waiting for something – anything – to break the stalemate.

    PORK: Bellies slide again, keeping bacon firmly in value territory heading into the new year. With strong production and solid inventories, pork remains one of the quiet winners on the board.

    DAIRY: Dairy prices are sending mixed signals, hinting the recent slide may be running out of steam. Whether this is the bottom or just another pause is the next story to watch.

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    3 m
  • The Holiday Push
    Dec 12 2025

    Holiday demand reminded the markets who’s in charge — beef hit rare production levels while premium cuts held firm. As poultry and grains wait it out, pork stays a value and dairy keeps sliding into bargain territory. With the calendar about to flip, the real question is what holds… and what finally gives in the new year.

    BEEF: Holiday demand pushed production to a rare 600K head, but premium cuts are still commanding top dollar. The big question now – have middle meats finally hit their seasonal ceiling, and what happens next when the calendar flips?

    POULTRY: Chicken pricing stays calm and steady as we head toward the new year. But with avian flu cases climbing again, could this quiet market be one headline away from changing fast?

    GRAINS: Corn, soy, and wheat continue to tread water, moving just enough to stay interesting. Until something breaks the pattern, this market looks content to wait it out.

    PORK: Bellies bounced back this week, but the pork market feels stuck in neutral. With plenty of value still reminding buyers why pork stays on the menu, does this calm stretch continue into January?

    DAIRY: Cheese keeps sliding while butter barely blinks, turning dairy into one of the best bargains on the board. The question now – how much lower can it really go before demand steps in?

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    3 m
  • Have Yourself a Pricey Little Ribeye 💰🥩
    Dec 5 2025

    Middle meats are the gift that keeps getting pricier, and buyers are wondering whether the peak is finally here. Meanwhile, poultry stays affordable, pork remains a value, and dairy drops to holiday-baking lows — making this week’s markets as mixed as a stocking full of surprises.

    BEEF: Holiday pricing is testing its limits, and while middle meats are sky-high, the market may finally be running out of steam. Chucks, rounds, and thin meats are slipping, and production numbers continue to reveal a shrinking cattle supply heading into 2026. Are we finally approaching the turn — or just pausing before another surge?

    POULTRY: Chicken remains the protein value hero of the season, with production up and pricing steady across wings, breasts, and tenders. But with avian flu cases continuing to creep in, could this calm be short-lived?

    GRAINS: Grain prices are stuck in neutral, with corn holding firm and soy struggling to spark a rally. Something has to give — the question is when, and what will finally move the needle?

    PORK: Bacon buyers rejoice — bellies are still a bargain at $118. But a new African Swine Flu outbreak in Spain could scramble global pork demand overnight. Is the export domino about to fall?

    DAIRY: Cheese keeps sliding with no clear bottom in sight, while butter flirts with a small bounce at record-low pandemic-era pricing. Is this dip a buy signal — or just the midpoint of a bigger correction?

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    4 m
  • Gravy Train or Pain?
    Nov 21 2025

    As we head into Thanksgiving, the markets are serving up a mixed plate — some items are easing, others are heating up, and a few might burn your budget. Whether it’s a gravy train or a little holiday pain depends on the protein. Let’s dig in and see what’s really simmering this week.

    BEEF: Middle meats are heating up fast for the holidays, with ribeyes, strips, and tenderloins pushing higher and showing no signs of slowing. Chucks and rounds are softening a bit, but ground beef is still gaining strength — the question is how high these premiums will run through December.

    POULTRY: Chicken remains steady despite massive production levels, with wings, breasts, and tenders barely moving. But after 23 new avian flu cases this week, will this calm hold through the winter migration?

    GRAINS: Soy tried to rally and stalled, corn slipped, and wheat held steady — nothing seems able to spark this market. With winter wheat nearly fully planted, the real question is what it will take to break this grain gridlock.

    PORK: Bellies finally broke lower, dropping $22 to $118, and this softer market may carry well into December. With strong production and plenty of supply, will pork remain the best value on the protein board?

    DAIRY: Dairy keeps sliding, with block, barrel, and butter all moving lower again — and butter now at its cheapest point since 2021. The big question: will low holiday pricing spark demand, or is there still more room to fall?


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    3 m
  • Roasts Rising, Butter Sliding
    Nov 14 2025

    Markets are shifting as the holidays approach — beef heats up with middle meats climbing, chicken stays steady, and pork holds its value. Grains stay quiet, and dairy continues to slide with butter finally leveling off. The big question: is this the start of the holiday run-up, or just the calm before real volatility hits?

    BEEF: Middle meats are stealing the show as ribeyes, tenderloins, and strips push higher into the holidays. With grinds leading the pack and demand building, this market’s heating up fast — the only question is how high it’ll climb before December cools it down.

    POULTRY: Chicken remains steady and well supplied, prices barely moving either way. But with another wave of avian flu reports and migration season still underway, how long can this calm market last?

    GRAINS: Corn, soy, and wheat all dipped slightly after last week’s optimism faded. Good news for feeders — not so much for farmers — but could holiday demand finally stir this sleepy grain market?

    PORK: Bellies are steady around $140, keeping bacon lovers happy and buyers relaxed. Pork remains one of the best protein values out there — but how long will this balanced market hold?

    DAIRY: Butter finally stopped sliding, but cheese keeps melting down with barrels and blocks still dropping. With prices this low, could we be setting up for a holiday dairy rebound?

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    4 m
  • Stocking Up & Selling Off
    Nov 7 2025

    As the holidays close in, markets are showing their seasonal split — beef buyers are getting bold while poultry prices cool and dairy keeps sliding. With soy stirring and pork settling, everyone’s stocking up for the end-of-year rush… but which way will prices break when the wrapping paper comes off?

    BEEF: Holiday buying is kicking in and prices are heading higher across the board, with ribeyes, tenderloins, and even strips taking off. Demand is rising, supply isn’t budging, and this market looks set to climb straight into December — the only question is how fast.

    POULTRY: Chicken remains steady with strong production and flat pricing — barely a penny either way. But with fresh avian flu cases popping up again, will this calm market hold through the holidays?

    GRAINS: Soy finally woke up on export news, with wheat following higher, while corn slipped a touch. If global buying picks up, could this be the start of that grain momentum we’ve been waiting for?

    PORK: Bellies pulled back to $140 after last week’s spike, making now a great time for bacon buyers. Pork remains one of the best values in protein — but will seasonal demand tighten things up heading into winter?

    DAIRY: Last week’s bump vanished fast — cheese and butter dropped again, turning dairy into a surprising value play. The question now is whether holiday demand can stop this slide or if prices keep melting.

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    3 m
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