Best David Widmar Podcasts (2025)

1
S3|E11 The Farm Upstate 43:17

2+ y ago43:17

43:17

In the season finale, we head to Michigan for our last story as we think about the future of the farm financial system. Featured Guests: Brent King (B. Riley Advisory Service), Jeff Conrad (AgIS Capital LLC), Thomas Hoenig (Former President, Federal Reserve Bank of Kansas City), Nate Franzen (First Dakota National Bank)…

1
S3|E10 Batten Down the Hatches 50:15

2+ y ago50:15

50:15

We shift our focus from understanding the past and present to trying to predict and prepare for the future. Experts weigh in with actions that producers can take now as we enter uncharted financial waters… but will they? Featured Guests: Curt Covington (AgAmerica), Thomas Hoenig (Former President, Federal Reserve Bank of Kansas City), Jim Knuth (Fa…

1
S3|E9 Farmland is Blowing Up 47:48

2+ y ago47:48

47:48

When the Federal Reserve adjusts interest rates, it can significantly affect asset values, including farmland. While attention in 2022 has focused on the Fed raising rates, the preceding decades-long policy of extremely low interest rates has also been consequential in the form of asset inflation - the cousin of price inflation. Featured Guests: Ji…

1
S3|E8 Kansas City, We Have a Problem 56:32

2+ y ago56:32

56:32

How does a bank fail? What does “too big to fail” mean? Who audits the Fed? Dive into the connection between money supply and local loans. Featured Guests: Jim Farrell (Farrell Growth Group), Thomas M. Hoenig (Former President, Federal Reserve Bank of Kansas City)By AEI.ag Presents

1
S3|E7 Lender of Last Resort 39:53

2+ y ago39:53

39:53

Why is the U.S. government, and the Department of Agriculture in particular, involved in lending? Dive into how USDA's ag lending programs have shaped the ag economy and farming in general over the last hundred years, and learn what this can tell us about the overall health of the farm financial system. Featured guests: Jonathan Coppess (Associate …

1
S3|E6 The Dark Side of the Ledger 44:02

2+ y ago44:02

44:02

Vendor financing is nothing new in agriculture. But it has come a long way since the days of Cyrus McCormick. Explore how non-bank credit works, how it has changed, and what risks and opportunities it might pose to the overall agriculture finance system as we move out of two decades of low interest rates. Featured guests: John Blanchfield (Agricult…

1
S3|E5 Move Fast and Farmer Mac 33:21

2+ y ago33:21

33:21

How does Farmer Mac fit into the big picture of ag lending? Its story is still being written. Featured guests: Brad Nordholm (Farmer Mac), John Blanchfield (Agricultural Banking Advisory Services), Jeff Conrad (AgIS Capital LLC).By AEI.ag Presents

1
S3|E4 Where Credit is Due 30:20

2+ y ago30:20

30:20

Get to know the story of Farm Credit: why it was founded, how it works, and how it has both failed and succeeded.How is the Farm Credit system different from banks? What really sets Farm Credit apart is not how it lends its money, but how it gets funds in the first place. Plus: the story behind the bail out. Featured guests: Jim Farrell (Farrell Gr…

1
Predictions from early sales, commodity pacing 12:00

2+ y ago12:00

12:00

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.…

1
S3|E3 A Loan Walks Into a Bank 46:23

2+ y ago46:23

46:23

Credit can be a powerful tool. But it also comes with risks. One way to manage that risk is to understand who you're lending from and what their motivations and experiences are. How exactly does an agricultural lender work as a business? How do interest rates impact banking’s business model? Go behind the scenes to crunch the numbers. Featured gues…

1
Another look: corn and Mexico, soybean yields 10:44

2+ y ago10:44

10:44

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.By AEI Presents

1
S3|E2 Earning Extra Credit 35:39

2+ y ago35:39

35:39

Dig deep into the history of agricultural lending, back to the days of the gold standard, the Wizard of Oz as allegory, and one particularly memorable speech by William Jennings Bryan. When you think of a banker, what image comes to mind? Learn why your perceptions might not match reality, especially when it comes to ag lending. Featured guest: Joh…

1
In with the new: New yield data, new questions, new podcast season 11:34

2+ y ago11:34

11:34

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.…

1
S3|Ep1 Forever in Your (Farm) Debt 46:55

2+ y ago46:55

46:55

Conditions in the farm economy have changed rapidly since season one of the AEI.ag Presents podcast explored the 1980s farm crisis, and in sometimes contradictory ways. You may have heard that there is way less leverage and debt today than there was back then. Yet, farming has also gotten more capital intensive. Interest rates and inflation are als…

1
Examining inflation and missing corn, soybean acres 13:30

2+ y ago13:30

13:30

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.By AEI Presents

1
Examining fertilizer prices and captial expenditures 13:59

2+ y ago13:59

13:59

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.By AEI Presents

1
The Fed, interest rates, and fertilizer - oh my 12:42

2+ y ago12:42

12:42

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

1
Crunching the numbers: Crop yield, use, and ag spending 7:47

2+ y ago7:47

7:47

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.By AEI Presents

1
S3|Trailer: Nothing Borrowed, Nothing Gained 2:53

2+ y ago2:53

2:53

Season 3 of AEI.eg Presents: Nothing Borrowed, Nothing GainedBy AEI.ag Presents

1
Accounting for new data and revising predictions 15:31

2+ y ago15:31

15:31

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 playBy AEI Presents

1
Guano Gold Rush and the Future of Fertilizer - September 9, 1804 41:23

2+ y ago41:23

41:23

The Date: September 9, 1804 The Event: German Explorer Alexander von Humbolt learns of guano and its uses in agriculture on the coast of Peru. The Story: Guano as one of the first crop nutrient boom and busts, and how that can help us understand where the modern fertilizer industry stands now and what may be ahead. The Guests: Greg Cushman, Profess…

1
Taking a deeper dive into ending stocks and solutions 11:36

2+ y ago11:36

11:36

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.By AEI Presents

1
Taking a longer look at crop yield influencers and farmland values 12:55

2+ y ago12:55

12:55

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.By AEI Presents

1
The August Yield Episode 9:57

2+ y ago9:57

9:57

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.By AEI Presents

1
Highlighting WASDE results and market forces 9:12

3y ago9:12

9:12

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.By AEI Presents

1
Powell Maps the Colorado River and Sees the Future - August 13, 1869 53:19

3y ago53:19

53:19

The Date: August 13th, 1869 The Event: John Wesley Powell and his nine man crew reach the foot of the Grand Canyon during their journey down the Colorado river The Story: How Powell's journey shaped the way we understand the potential of the American Southwest and water resources in the region Guests: William deBuys, conservationist and author, and…

1
Implications of China's buying habits and economic pain points 11:59

3y ago11:59

11:59

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.By AEI Presents

1
Talking about the Fed and how to define a recession 13:50

3y ago13:50

13:50

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.By AEI Presents

1
Examining growing conditions, yields, and ROI 14:54

3y ago14:54

14:54

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.By AEI Presents

1
BONUS: Ag Interrupted 31:27

3y ago31:27

31:27

AEI.ag Presents will return this fall for season 3! While you are waiting on that, check out our newest podcast, Ag Interrupted, where we’ll take a deep look into agricultural trends that matter to learn more about the often unexpected ways that the agricultural industry, agricultural markets, and agricultural businesses get shaped by the history w…

1
Exploring July's crop yield data and macroeconomic predictions 15:32

3y ago15:32

15:32

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.By AEI Presents

1
Three thoughts for mid-July 11:10

3y ago11:10

11:10

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 ones.By AEI Presents

1
Mid-year roundup: 6 months into 2022 how is the crop shapping up? 19:40

3y ago19:40

19:40

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.By AEI Presents

1
Cheese Changes Everything - June 29, 1956 30:12

3y ago30:12

30:12

The Date: June 29, 1956. The Event: President Dwight D. Eisenhower signs the National Interstate and Defense Highways Act. The Story: The unanticipated, yet decades-long impact of the interstate system on the U.S. dairy industry, specifically cheese consumption and production. The Guest: Dr. Andy Novakovic Click here to learn more!…

1
Trailer - How to Use This Podcast 3:05

3y ago3:05

3:05

Learn more about AEI's newest podcast, Ag Interrupted, where we’ll take a deep look into agricultural trends that matter to learn more about the often unexpected ways that the agricultural industry, agricultural markets, and agricultural businesses get shaped by the history we’re not paying attention to.…

1
Diving into the macro-economy: What the Fed has been doing and what it could mean 15:35

3y ago15:35

15:35

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.By AEI Presents

1
Implications of prevent plant and commodity usage 12:55

3y ago12:55

12:55

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.By AEI Presents

1
Lessons from the past: corn prices, deja vu, and estate taxes, 14:39

3y ago14:39

14:39

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.By AEI Presents

1
It's just money: Examining fertilizer price trends and soybean meal and oil prices 10:24

3y ago10:24

10:24

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.By AEI Presents

1
Data-based considerations: Examining gas prices and double-cropping soybeans 18:25

3y ago18:25

18:25

David discusses elements influencing double-cropping, acre swapping, and the implications of gasoline pricing and consumption.By AEI Presents

1
Implications of delayed planting, crop yields, and usage 14:17

3y ago14:17

14:17

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.”By AEI Presents

1
May: The merry month for data 16:01

3y ago16:01

16:01

David discusses data and implications from the May WASDE report, initial results for several Ag Forecast Network questions, updates the early results of the Yield Forecast Challenge, and highlights new articles.By AEI Presents

1
Seeking answers: Looking at China's buying habits and yield predictions 11:38

3y ago11:38

11:38

David highlights important elements of the upcoming May WASDE report, reviews the open questions for the 2022 Yield Challenge, and discusses details of recent articles.By AEI Presents

1
Another perspective on the ag sector: Watching land sales and uncertainty 16:28

3y ago16:28

16:28

David and guest co-host Randall Dickhut discuss farmland sales, land value, cash rental rates, and the rise in uncertainty.By AEI Presents

1
Evaluating gloomy predictions, stagflation, and yield potential 18:24

3y ago18:24

18:24

David and Brent discuss new articles and insights, stagflation, and the early days of the 2022 Ag Forecast Network Yield Challenge.By AEI Presents

1
Yield Challenge Kickoff: How will corn, soybean yields develop in 2022? 5:42

3y ago5:42

5:42

David kicks off the start of the 2022 Yield Forecast Challenge - 16 questions with a $1,600 prize - with the initial questions and details of recent yield-focused articles.By AEI Presents

1
Tackling the macroeconomy: Questions, interest rates, and the Fed 20:10

3y ago20:10

20:10

David and Brent discuss the macroeconomy including ongoing Ag Forcast Network questions about potential actions of the Fed, inflation rates, supply shocks, and debt.By AEI Presents

1
How many acres? Looking at the corn/soybean breakdown 16:21

3y ago16:21

16:21

David and Brent discuss the somewhat unexpected results of the USDA's March Prospective Planting report and share how well the Ag Forecast Network Consensus predicted the outcome of crop-based questions.By AEI Presents

1
Question resolution: Reviewing answers and opening new inquiries 17:22

3y ago17:22

17:22

David soliloquizes about articles and questions covering topics including farm sector assets debt, fertilizer prices, and oil prices, before touching on details of the upcoming Yield Forecast Challenge.By AEI Presents

1
March 2022: Dealing with grain markets and chaos 16:39

3y ago16:39

16:39

David and Brent discuss how to handle chaos, commodity price increases resulting from the Ukraine-Russia situation, new Ag Forcast Network questions, and what happened last time Congress tried to end daylight saving time.By AEI Presents

Podcasts Worth a Listen

David Widmar Podcasts

Podcasts Worth a Listen