• Predictions from early sales, commodity pacing
    Nov 1 2022

    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 Show less
    12 mins
  • Another look: corn and Mexico, soybean yields
    Oct 25 2022

    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.

    Show more Show less
    11 mins
  • In with the new: New yield data, new questions, new podcast season
    Oct 17 2022

    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.

    Show more Show less
    12 mins
  • Examining inflation and missing corn, soybean acres
    Oct 11 2022

    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.

    Show more Show less
    14 mins
  • Examining fertilizer prices and captial expenditures
    Oct 4 2022

    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.

    Show more Show less
    14 mins
  • The Fed, interest rates, and fertilizer - oh my
    Sep 27 2022

    David discusses recent articles, changes in the interest rate, what long-term rates may mean for farmers, and shifting fertilizer prices.

    Show more Show less
    13 mins
  • Crunching the numbers: Crop yield, use, and ag spending
    Sep 19 2022

    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.

    Show more Show less
    8 mins
  • Accounting for new data and revising predictions
    Sep 13 2022

    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

    Show more Show less
    16 mins