Podcast
Ag Economic Insights
Hosted by AEI Presents · EN
The official podcast for AEI Premium subscribers. Join weekly as Brent and David review the biggest stories and uncertainties facing agriculture. It's the topics everyone is talking about, but Brent and David will tell you what nobody else will- their specific forecasts
11episodes
Episodes
Newest firstAll episodes
Predictions from early sales, commodity pacing
Nov 1, 202200:12:00Tap to summarizeDavid 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.
Transcribe →Another look: corn and Mexico, soybean yields
Oct 25, 202200:10:44Tap to summarizeDavid 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.
Transcribe →In with the new: New yield data, new questions, new podcast season
Oct 17, 202200:11:34Tap to summarizeDavid 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.
Transcribe →Examining inflation and missing corn, soybean acres
Oct 11, 202200:13:30Tap to summarizeDavid 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.
Transcribe →Examining fertilizer prices and captial expenditures
Oct 4, 202200:13:59Tap to summarizeDavid 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.
Transcribe →The Fed, interest rates, and fertilizer - oh my
Sep 27, 202200:12:42Tap to summarizeDavid discusses recent articles, changes in the interest rate, what long-term rates may mean for farmers, and shifting fertilizer prices.
Transcribe →Crunching the numbers: Crop yield, use, and ag spending
Sep 19, 202200:07:47Tap to summarizeDavid 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.
Transcribe →Accounting for new data and revising predictions
Sep 13, 202200:15:31Tap to summarizeDavid 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
Transcribe →Taking a deeper dive into ending stocks and solutions
Sep 6, 202200:11:36Tap to summarizeDavid 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.
Transcribe →Taking a longer look at crop yield influencers and farmland values
Aug 29, 202200:12:55Tap to summarizeDavid 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.
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