Manage episode 513441242 series 3004060
Gold and silver rip to record highs while crude softens and soybeans slide, and we sort signal from noise across rates, tariffs, and safe-haven flows. Field reports from North Dakota reveal frost, disease, and wind shaping yields as cattle stays firm and DC stalls.
• safe-haven metals surging amid uncertainty
• rate expectations, Fed chatter, and 10-year hover
• crude softening as the real-economy signal
• tariff threats, rare earth tensions, and posturing
• soybean futures pressure vs improving North Dakota basis
• field updates on frost, foliar disease, and high winds
• government shutdown impact on payments and outlook
• cattle strength and screwworm control debate
• risk management with call re-ownership and timing
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Thank you, Tommy G
Chapters
1. Monday Madness & Safe Havens (00:00:00)
2. Rates, Fed Chatter, Energy Signals (00:01:15)
3. Posturing, Tariffs, And Market Whiplash (00:02:54)
4. Soybeans Slide, Basis Shifts North (00:04:18)
5. Field Reports: Frost, Disease, Winds (00:05:15)
6. DC Stalemate, Payments, “Golden Age” (00:07:47)
7. Cattle Strength And Screwworm Risk (00:10:17)
8. Rare Earths, 100% Tariffs, Uncertain Summit (00:12:11)
9. How To Reach Us & Premium Content (00:13:13)
10. Harvest Optimism & Closing (00:13:46)
64 episodes