Who’s really pulling the strings in the grain market? The Grain Mafia? The speculators? The deep state? In this episode, Roger and Jason break down the latest rally, debunk some classic misconceptions, and take a closer look at why some folks think only farmers should be allowed to trade futures. Plus, we explore why certain pricing myths just won’t die and how elevators actually manage risk (hint: it’s not by guessing the top). Tune in for the usual mix of hard truths, sarcasm, and a few hot takes that might just get us canceled on grain Twitter.

How are basis traders looking at this recent harvest and the outlook for this season? We talk through the basics of what's going on, the importance of setting boundaries with customers, the value of space, why people hate Free DP so much, why the heck people hedge in the wrong months, and the prospects of setting up our own DOGE for the grain industry. A veritable cornucopia of zeitgeist delving after our recent hiatus.

The guys are back delving the Zeitgeists on all the latest bad basis takes. We discuss how basis may not actually have destroyed the country's infrastructure, how "trading like an elevator" may not be as glamorous as people think but still worthwhile, and what the heck is basis theft and basis fraud anyways.

If you'd like to hear how Christopher Columbus and CRT are related to basis trading, this is a good episode for you.

We are back with Part 2 for your harvest time listening pleasure. This time, with Special Guest, Susan Stroud of No Bull Ag (NO BULL (nobullag.com)). We delve into the Corn Sweat Zeitgeist, of course, but still have time to tackle the big topics of the 2024 fall harvest: rolling basis contracts, proactive selling to capture big carries, what's a "good price" and how does it change throughout the year?, logistics of a big crop, harvest marketing alternatives, and what's all this carbon intensity stuff mean?

It's that time again for some audio to help pass the long hours of harvest. The guys have a special guest, Michael Kaeb from IL, to share stories and have some fun talking about the more entertaining side of the grain business. From Chemtrails to damaged equipment to bathroom subscription services, we once again dare to delve where other podcasts refuse to.

0:00 Intro

3:10 Special Guest Introduction

9:05 Conspiracies -- Chemtrails/Flat Earth/ Corn Sweat/ Wildfires

18:00 Grain Truck Drivers -- Demographics/ Business Ideas/ Unfortunate Stories

37:40 Hired Hands at the Farm and Season Help at the Elevator

Do the fundamentals even matter anymore? Are the Spec Shorts covering their Longs? Why is this crop so big and prices so low? Mostly, what should we do now that nothing is sold and prices are worse? Finally, how should elevators be approaching the coming logistical crunch and capturing the value they should? As usual, the guys delve into these topics and have all the answers.

Help! I HTA'd myself and I don't know what to do!

Join us as we delve into the mysterious world of re-owning hedges and other recent agtwitter shenanigans.

The guys chat with Phil Luce about his ascension from spreadsheet guy to Spreadsheet CEO. What should we get out of charts? How did you learn the business? Can we have raises? All the important questions asked or implied. And of course, how should we interpret Cicadian Rythyms?