Market Talk With Mike And Greg: Recent Episodes
Allendale Inc.
A weekly podcast featuring two experienced commodity brokers, breaking down the market and big picture fundamentals and technicals. Enjoy hearing the perspective from a broker every week. Sit back and enjoy! Music credit to: Eric Sheffield Graphic credit to: Pat McMahon
Who says you can't do a little backyard marketing? Ben is joined with Ian Kessler this week on Market Talk. Ian is a Sales Agronomist with Sound Agriculture. Ben and Ian talk about what we are seeing in the fields now, in early crop development, and what we need to see moving forward for an improved crop look.
Greg speaks with Mark Brusberg. Mark serves as the Chief Meteorologist of USDA’s agricultural weather and assessments group, a component of the World Agricultural Outlook Board. Mark helped shed light on his role as Chief Meteorologist within the USDA and spoke about his work with other government agencies to bring us weather maps, such as the drought monitor that we look at every day.
Fed sentiment after the 5/3 FOMC meeting will likely determine market direction in May.
Greg introduces Ben on to Market Talk. Ben is a young broker with Allendale and talks about what it's like diving into the commodity world after graduating from University of Illinois Urbana-Champaign.
Market Talk, Mike Lung talks with Lee Waters, VP of Crop Insurance at Farm Credit Illinois on this weeks podcast. We get the lowdown on new plant dates, the 2018 farm bill, and livestock revenue insurance.
CPI data hits stocks and macro markets leaving questions of how a "soft landing" is possible
When the weather confuses you, talk to someone who studies the weather to confuse you more.
There's a stigma about shifts around 3-day weekends, we have 3 in 6 weeks. Something is bound to happen, right?
There are hourly and daily gaps on a bunch of our charts. What does it mean to the bull run?
Greg and Steve share stories about being brought up by farmers and the influence it still has on them today.
Markets have taken a defensive tone ahead of the Fed rate decision. Is the end of the bull rally in sight?
There are cases to be made for markets to move in either direction going forward. Which way will win?
We're fighting crises all over the world and commodity markets feel strong, until they don't
Everything going on in the world makes it easy to forget that you need to have a plan and stick to it.
Volatility reigns as the market tries to price in what's next for the economy and upcoming growing season
Depending on the news cycle, the Russia and Ukraine situation is heating up or cooling off. Markets are suffering from whiplash as a result.
We breakdown the USDA report from last week and discuss some of the recent price movement in grains
How much will South American production change on the January report and will there be any other curveballs from the USDA?
The corn and bean rocket ship is powering onward. How much more do they have in the tank?
Season 3 finale. Mike and Greg discuss the multitude of unknowns plaguing the markets and the sideways chop we've entered
Mike and Greg are joined by Allendale President, Steve Georgy, to talk about the potential impact of the EPA's Biofuel Mandate
A new Covid variant has the market participants heading for the sidelines as we close out November.
Brazil has expanded their planting area again. How will that impact prices this Winter?
Could we have seen a short term high in wheat? Harvest is winding down, where do we go from here?
Some market participants seem to be focused on things that are too far in the future. Are they missing opportunities in the present?
Mike talks through what to be keeping an eye out for during these upcoming winter months when the combines come to a halt and trade's attention shifts South.
Is a Chinese economic meltdown inevitable and what does it do to the rest of the world?
NO, the sky is not falling...or maybe it is. One thing is for sure, there is a lot of risk out there.
There are a lot of potential negatives surrounding the markets but have we seen the lows before Midwest harvest even starts?
This week Mike asks Mike the hard hitting questions that continue to rattle this volatile marketplace.
Debt issues and slow growth are creating major problems for China...and the rest of the world.
What will it take to break corn and bean out of this range and why isn't the answer the USDA report?
Yield guesses will be all over the place over the next few weeks and months. The only thing certain is that the markets will stay volatile.
Weather is on full display and the market is trading sideways in a very aggressive fashion.
Now that the acres report is behind us, what do we do with all the residual volatility?
The markets have continued to selloff after the May WASDE but is a weather bump possible in.
The markets seem to have reached peak insanity but does that mean they've reached peak pricing?
One last burst of cold air has us worried about wheat and early planted corn and beans.
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The current setup of commodities trends are reminiscent of major market-moving events from recent years that negatively impacted the economy and prices.
Two WASDEs in a row have been boring. Is the USDA waiting for the March 31st reports to hit us with something big OR are we too hyped up right now?
Is the state of the economy and technical setup in the US Dollar paving the way for an inflationary play in commoditities?
Is there potential for a major breakout in crude and what does that mean for other markets?
Daily sales and major ethanol purchase provide short term pop for corn prices. If you have any questions please call 800-262-7538.
How would markets handle a lockdown or renegotiating Phase One under the new administration?
Corn, beans and wheat all made new contract highs after another set of bullish USDA reports
"I don't go down for nobody"
Beans continue to fight to new highs after finishing 2020 with a flurry of buying activity.
Corn and beans continue to find new contract highs on a seemingly daily basis. Is there a stopping point?
Mike and Greg look for the flaws in the grain rally. If you have questions, please call 800-262-7538
Greg talks end of the year ag lending discussions and local production with Jeremy Doetch of German American State Bank
Mike and Greg hash out how the funds can hide their positioning in the market using options.
Admit it, you sang that title. Mike and Greg discuss the potential Head and Shoulders top in soybeans.
Mike and Greg review the upside down and backwards year of 2020 and talk about 2021 potential storylines.
Market excitement is running high as we approach the end of the December contracts. If you have any questions please email service@allendale-inc.com
Mike and Greg discuss the current state of affairs surrounding the Presidential election and the market reaction.
Mike sits down and interviews Steve Georgy, President of Allendale, to discuss the underlining issues affecting the current market environment.
Discussing trade alliances with respect to Chinese business and what the Commitment of Traders data means for the grains.
Mike talks charts with Ken Shaleen. Ken has authored books such as "Volume and Open Interest" as well as "Technical Analysis and Options Strategies".
Continuing Education series talking about Options with respect to Delta, Gamma, Theta, and Vega.
Timely discussion involving all the unknowns of the Presidential Election, USDA reports, and Chinese buying. If you have any questions please email service@allendale-inc.com.
The first signs of weakness have been shown in over 6 weeks. Is there more to come? If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike and Greg discuss drivers in the bean market and similarities to recent rallies. If you have any questions please call 800-262-7538 or email service@allendale-inc.com
Mike and Greg discuss various trading systems and how they can help you shape your trading strategies. If you have any questions please call 800-262-7538.
Mike and Greg take a look at some potential technical setups in the soybeans. For more information or help in these markets, call 800-262-7538.
Mike and Greg explain why they always sound bearish, and it's not because they are against higher prices.
Mike and Greg offer some thoughts on the impact of the damage in Iowa on the balance sheet. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike Lung and Greg McBride breakdown the bullish reaction to the bearish August WASDE report.
Greg talks with Jim Smith, Ph.D about hog production, ECB grain development and staying on top of mental health.
Continuing Education series is back with a discussion about planning out positions with profit targets, trailing stops, and stop-losses. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike and Greg talk about the impact inflation could play on commodities. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike and Greg lament about the lack of volume and conviction in the corn and bean markets since the July WASDE report.
If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Greg talks with RFD-tv and Rural Radio host John Jenkinson about his roots and broadcasting in 2020. If you have any questions please call 800-262-7538 or email service@allendale-inc.com
Mike and Greg talk windshield crop tours and WCB cattle country with Kyle Bumsted.
If you have any questions please email service@allendale-inc.com.
Allendale Chief Strategist Rich Nelson joins Mike and Greg to discuss the June 30 Acreage and Stocks reports. If you have any questions please email service@allendale-inc.com
Mike and Greg discuss the lack of volatility in the markets and how that plays into option premium. They also hit on some potential market moving news. If you have any questions please email service@allendale-inc.com.
Mike and Greg take a look at the corn and bean markets as we head into the most pivotal time for production. If you have any questions please call 800-262-7538.
Mike and Greg discuss the upcoming June WASDE and what specific points on a chart mean for buying and selling purposes.
Mike and Greg discuss the difference between hedging, speculation and "hedgulation". If you have any questions please email gmcbride@allendale-inc.com or mlung@allendale-inc.com.
Mike and Greg discuss the current situation with China and then dive into another marketing tool using seasonal spreads. If you have any questions please email service@allendale-inc.com.
Mike and Greg discuss the various options that are at traders disposal and how they should be properly used. If you have any questions please email Mike Lung mlung@allendale-inc or Greg McBride gmcbride@allendale-inc.com.
Mike and Greg discuss the market reaction to the May 2020 WASDE report and how low volume across the entire commodity space is playing into price movement.
If you have any questions please email service@allendale-inc.com
The hits just keep coming in 2020. Greg and Mike talk about the possibility of more tariffs and tearing up the phase one deal with China.
If you have any questions please email service@allendale-inc.com.
Greg and Mike discuss the situation in livestock and the fallout from packing plants being shutdown. If you have any questions please email service@allendale-inc.com
Navigating the panic attached to the volatility in crude and other markets. If you have any questions please email service@allendale-inc.com.
Greg and Mike give you some intriguing point of views on where we are currently at with Corn. If you have any questions please email service@allendale-inc.com.
Greg McBride and Mike Lung discussed major key factors that are showing in these volatile markets. Take a listen and subscribe today! If you have questions, please email service@allendale-inc.com.
Greg McBride and Mike Lung wanted to give a bit of clarity during these conflicting times in the market. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike and Greg discussed a very hot topic today, focusing on the fundaments and technicals in this hectic market. If you have any questions, please email service@allendale-inc.com or call 800-262-7538.
Mike Lung shares his research and opinion on why corn is at or near the bottom for this move. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike Lung discussed the markets with Kyle Bumsted, an Allendale Broker and farmer. Mike wanted to dig in on the perspective for this upcoming season from a farmers view point and a commodity broker. If you have any questions, please email service@allendale-inc.com or call 800-262-7538.
Mike Lung had a chance to sit down with Darin Newsom, President of Darin Newsom Analysis Inc., Writer of Market Commentary, Technical Analyst, and Speaker. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Greg and Mike discuss some major key topics that are concerning the misconceptions happening in the market. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Greg McBride spoke with Levi Powers, organic farmer at Alden Hills Organic Farms in Walworth, Wisconsin. Greg was able to dig into Levi's operation and how he is able to compete in the ag market.
If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike and Greg wanted to give you some insight on the exciting things happening here at Allendale. New website coming, new audio platforms, and everything in between. If you have any questions please call 800-262-7538 or email service@allendale-inc.com
Greg and Mike discuss this quiet market and provide some ideas before the WASDE report next week.
If you have any questions, please email service@allendale-inc.com or call 800-262-7538
Greg McBride and Mike Lung discuss where we are at now that Phase 1 has been settling in for a couple of weeks. It is an interesting conversation bringing in the coronavirus as well.
Allendale Market talk will continue to monitor both the trade deal and the coronavirus. Stay tuned for more episodes on a weekly basis as well. Greg and Mike plan on releasing at least 2 podcasts per week moving forward, so please subscribe so you know when the latest podcast is available!
If you have any questions, please email service@allendale-inc.com or call 800-262-7538.
Here at Allendale, we hosted our annual Ag Leaders Conference Webinar Series this past week. The Conference Series offers Grain and Livestock producers, and those who follow the markets, an unmatched fundamental analysis for corn, soybeans, wheat, cattle and hogs, along with the important technical indicators and chart patterns that matter to the markets right now.
For those that attended, Greg presented Soybean outlook and Mike presented the Wheat outlook. Here is an opportunity to hear from both Greg and Mike giving you a snip bit of what was covered over the conference and what to do now!
If you have any questions, please email service@allendale-inc.com or call Zach 800-262-7538.
Mike and Greg discuss the importance of making a marketing plan and having all aspects of the business in the know of that plan. If you have any questions, please email service@allendale-inc.com or call 800-262-7538.
Greg and Mike discuss what to be looking for in the post-phase 1 market and how you could position yourself for success going forward. Listen closely to figure out where and when you can get some great information to better your upcoming marketing plans.
If you have any questions please email service@allendale-inc.com or call 800-262-7538.
What should you be looking at to limit risk ahead of a potential phase one deal? Mike and Greg go into detail about how to position and future dates to be keep an eye out for. This podcast is full of "deal" information, make sure you listen close for some vital information. If you have any questions please call 800-262-7538 or email service@allendale-inc.com.
Greg sat down with Jeremy Doetch, VP of Agriculture and Lending at German American State Bank. They discussed loan renewal season and using the tools available to insure going into 2020.
If you have any questions please call 800-262-7538 or email, service@allendale-inc.com.
Greg and Mike had a chance to sit down with one of Allendale's branch office, Randy Melvin in North Dakota. If you have any questions please contact 800-262-7538 or email service@allendale-inc.com.
Greg and Mike discussed this past year review in soybeans and what we can be looking for in 2020 for soybeans. If you have any questions, please call 800-262-7538 or email service@allendale-inc.com.
Greg and Mike picked apart this past year for corn and what to look forward to in 2020. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Mike Lung sits down with Phil Madson, CEO Katzen International, Inc. They cover the international ethanol and biofuel industry outlook. Discussion includes information from the World Ethanol Summit in Brussels, Belgium. If you have any questions please call 800-262-7538 or email service@allendale-inc.com.
Are you bullish or bearish?
Mike and Greg discuss in a heated debate where the markets are currently. If you have any questions please email service@allendale-inc.com or call 800-262-7538.
Greg and Mike sit down to discuss how this corn yield situation is looking, and what effect it will have on the future months to come. If you have any questions please contact 800-262-7538 or email service@allendale-inc.com.
What responsibility do analysts have when it comes to producing estimates. If you have any questions please call 800-262-7538, or email service@allendale-inc.com
Greg and Mike sat down to go over midwest weather, South America weather, and the potential impact on prices. If you have any questions please contact service@allendale-inc.com or 800-262-7538.
For this weeks podcast, we went a bit "corny". Mike Lung and Steve Georgy compare the characters of Wizard of Oz to the current agriculture market. If you have any questions please call 800-262-7538 or email service@allendale-inc.com.
Mike and Greg sat down to discuss our most recent Ag Leaders Conference, which is now available on our website. This is a FREE webinar that is available to listen on your smart phone, so please checkout allendale-inc.com to get the recording. Any questions please call 800-262-7538 or email service@allendale-inc.com.
Mike and Greg had a chance to discuss the similarities between 2015/2016 and 2019/2020 season with corn. Where we are at with yield demand, heading into harvest and price actions. If you have any questions, please email service@allendale-inc.com or call 800-262-7538.
Greg and Mike sit down to discuss the market reaction to the small grains summary, where we are at with corn/beans, along with how to be prepared for the upcoming WASDE report. If you have any questions, please email service@allendale-inc.com or call 800-262-7538.
Greg and Mike discuss what is happening in South America right now. With concerns of dry weather, what this could mean for a china deal/purchases in the future along with the market share for the remaining of 2019. If you have any questions please call 800-262-7538 or email service@allendale-inc.com.
Mike and Greg give you a play by play commentary with no charts available for you to look at. This is a great way to listen in to what we have been discussing at Allendale. If you have any questions please call 800-262-7538 or email service@allendale-inc.com
This week on Allendale Market Talk, Greg and Mike discuss the corn market and how low can it go? Along with what the reactions are with grains, market formations and export demand. If you have any questions please contact service@allendale-inc.com or call 800-262-7538.
Greg and Mike talk about markets, planning for the future, and the big problem looming over our Ag markets.
Various bullish and bearish scenarios of the current grain market environment. What to be looking for in the coming weeks and how to be adequately prepared. If you have any questions please call 800-262-7538 or email service@allendale-inc.com.
Greg and Mike discuss marketing plans, hedging and when to reown the crop on paper. Commercial storage vs. options what is best. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg McBride sits down with Jeremy Doetch, Vice President at German American State Bank, Agriculture & Commercial Loan Officer. Discussion includes Banks, Markets, and USDA intertwined, crop outlook on the farm, and operating loans along with cash sales. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg McBride and Mike Lung discuss the USDA WASDE Report, China Trade War and the upcoming Allendale Yield Survey. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Mike Lung and Greg McBride sit down and discuss the upcoming WASDE Report, what to expect and how to prepare. They also give you insight on the latest China Trade War. We will be featuring more of this topic on a FREE webinar with Rich Nelson tomorrow, Wednesday August 7th. For more information on the webinar, please email service@allendale-inc.com or call 800-262-7538.
Mike Lung sits down with Betsy Jibben, National Reporter working on AgDay and U.S. Farm Report. They discuss Marijuana vs. Hemp, can hemp withstand drift, and crop insurance with hemp. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg McBride and Steve Georgy discuss wheat through the end of the year from this weeks Ag Leaders Conference Webinar Series. If you would like to hear the full recordings for grains and livestock, call Zach for pricing. Any other questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
July 23-25th, Allendale will be hosting their Ag Leaders Conference Webinar Series.
What to Expect:
Will the US experience a significant early frost?
Have Midwest maps flipped from too wet to too dry?
Will USDA acreage changes in August reflect actual acreage numbers?
What else will the August supply and demand report hold?
Did USDA kick the can on acreage numbers? We will break it down for you!
For discounted pricing, please call Zach at 800-262-7538. Mention this podcast and receive $50 off the sign up fee!
Greg McBride sits down with Joe Paulson, grain producer. Discussion includes legacy farming and succession planning. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg McBride sits down with Max Armstrong, legendary broadcaster in agriculture. Their discussion includes the evolution of agribusiness & media influence on agriculture. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Mike Lung sits down with Zach Johnson, host of Field Work Podcast, Farmer, and Vlogger. Discussion includes YouTube channel, millennial vs. previous generations farmers.If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Mike Lung sits down with Scott Irwin, Agriculture Economist at the University of Illinois. Discussion includes prevent plant thoughts, acres, yields & RFS.
Greg McBride discusses farm equipment sales and trends with Greg Peterson, aka Machinery Pete. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Greg and guest host Steve Georgy breakdown the June USDA WASDE report. They discuss surprises and market potential for new crop corn while giving some guidance on old crop. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Mike and Greg take to the bins this week talking about what you should be doing with this old crop. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Mike and Greg dive into the problems surrounding current planting conditions. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Mike sits down this week with John Newton to discuss Trade Aid, China, and future outlooks for the farm economy. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Greg and Mike dive into the details surrounding Crop Progress and what weather maps have to say. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Greg talks with Jeremy Doetch, VP of Ag Lending at German American State Bank, regarding loan renewals and the state of farm economy. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
This week Mike sits down with Kevin Glanz out of Iowa. Talks go in depth about why Kevin has decided to turn to a cover crop and no till, as well as how to be looking for opportunity during this tough time in the market. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg welcomes Steve Georgy to discuss the depressed state of the grains and outlook for planting delays on prices. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Greg interviews Jim Smith with the implications of the swine fever, what the future of the hog market looks like, and the in depth details of hog nutrition. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Mike and Greg working through report findings and how weather will take part in these markets. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Mike and Greg make their way through various markets. Everything from EU to potential boarder shutdown is discussed this week. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Weather, China, Reports fill the time slot this week. Nebraska went through historic flooding, China deal kicked down the road further, and multiple reports coming out this Friday.
Tune in to find out more.
If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com
Mike sits down with CFO/VP John Georgy. Before joining Allendale family, John brings 15 years in the financial industry. John and Mike discuss where the industry is now and where he thinks it is going.
The team is back together! Mike and Greg talk with Rich Nelson about the Annual Allendale Acreage Report. Why do we do it? Wheat does it mean? Tune in and find out.
If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg is out, Mike is in and speaking with Allendale’s President Steve Georgy. What does the future of Allendale, Inc. look like? Where did the family dynamic stem from? How does Steve do it?
If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
A chat with Allendale founder, Paul Georgy. We talk about his start in agriculture and the key to his and Allendale's longevity.
What has been happening in the market lately? Mike and Greg discuss markets and our 1st special guest next week. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
This week's episode covers how to plan your trades and follow through on that plan to prevent emotions from taking over a trade. Mike and Greg giving their excellent commentary on various markets. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Title says it all. Mike and Greg giving their excellent commentary on various markets. If you have any questions or would like to be featured on the show, please call (800) 262-7538 or email service@allendale-inc.com.
Greg and Mike discuss how the government shutdown is having an influence on the markets.
Listen in our very first podcast, explaining who we are, what we will be discussing and things to expect in the future.
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