Find partners
Market Talk

Market Talk

Hosted by Jesse Allen

Episodes

100

Latest episode

Aug 2026

Language

EN

About the show

Bringing you the agriculture marketing information you need, daily! Hosted by farm broadcaster and media personality Jesse Allen; tune in as we talk with various marketing experts about the market trade and suggestions for marketing.

Listen to episodes

60 recent
August 14, 202639 min

Friday, August 14th, 2026- Joe Kooima and Brady Huck

Joe Kooima of Kooima Kooima Varilek in Sioux Center, Iowa joins Market Talk on Friday to break down a rough end of the week in the cattle complex after Tyson Foods announced it is closing two beef facilities, including the Joslin, Illinois plant, and looking to sell a third. Joe explains why this round of consolidation does not feel like the last two, what the loss of open interest is telling him about who is left in the cattle market, and why packer margins recovered almost overnight. He also looks at a stagnant hog market, the surprise corn yield cut in Wednesday's WASDE report, and the weather risk building west of the I-29 corridor. Brady Huck of Empower Ag Trading in Kansas also joins Market Talk to unpack a Friday that pulled the cattle and grain markets in opposite directions. On the cattle side, Tyson Foods announced it is closing the Joslin, Illinois plant and a case-ready facility in Utah while looking to sell Pasco, Washington. Brady walks through why the market still lacks conviction, why the boxed beef cutout is the number that has to move first, and what the chuck and the round have to do with any rally. On the grain side the tone flips. A supportive WASDE report, a national corn yield cut, Black Sea headlines and a wheat market making a run at eight dollars have given the bulls multiple stories to work with. Brady lays out what tight world stocks-to-use means going forward, and how producers should think about rewarding this rally without over-committing bushels they may not raise.

August 14, 20264 min

Midday Commentary 8/14/26- Arlan Suderman

Wheat is rallying on more Black Sea tensions while the cattle complex is under pressure Friday from the news of Tyson Foods closing facilities in Illinois and Utah. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss in our Midday Commentary for Friday, August 14th, 2026.

August 13, 202639 min

Thursday, August 13th, 2026- Bryan Doherty, Sue Martin and Cattle Chatter

Corn carryout is narrowing on both old crop and new crop and the resulting stocks-to-use figure is the tightest in four years. Bryan Doherty, Senior Market Advisor at Total Farm Marketing, joins Market Talk the day after the August WASDE to break down a 180.7 bushel national corn yield, the wide gap between the I-states and a drought-stressed western Corn Belt, and why he thinks 2027 sets up as a must-have crop year. Bryan also continues our lesson series built on Total Farm Marketing's special report, 12 Option Strategies for an Uncertain World, walking through the bull call spread and the bear put spread and when each one fits a producer's marketing plan. On this week's Cattle Chatter, brought to you by Zoetis, Brad Kooima with Kooima Kooima Varilek breaks down the latest slaughter numbers while looking at the impact of extreme heat, dry pastures and an uptick in video cattle sales. Was last week's cash cattle trade actually cattle purchased for deferred delivery? As Labor Day approaches, the focus turns to beef demand and boxed beef movement. How does the market get the boxes turned, and what will it take to keep product moving as we look beyond the holiday and into the fall? We also begin the program today with market analysis and perspective from Sue Martin with Ag & Investments in Clarion, IA during Segment One of Thursday's show.

August 13, 20266 min

Midday Commentary 8/13/26- Arlan Suderman

More Black Sea headlines, continued reaction to the August WASDE Report and a down day in livestock are all top of mind in Thursday's trade. Arlan Suderman, Chief Commodities Economist at StoneX, joins us to discuss the market trade, new PPI data and more in our Market Talk Midday Commentary.

August 12, 202639 min

Wednesday, August 12th, 2026- Mike Zuzolo and Dr. Francis Beecher

Mike Zuzolo of Global Commodity Analytics joins Jesse Allen on Market Talk for a full breakdown of the August 2026 WASDE and Crop Production reports. USDA pegged corn yield at 180.7 bushels per acre and soybeans at 52.7, both under the average trade estimate, while adding more than a million acres of harvested area to each crop. Zuzolo's own client survey, released the night before, had corn at 181.0 and beans at 52.7. We cover the USDA modeling change that pulled the agency's numbers in line with private survey work, why Illinois and the western Corn Belt did the damage, the same-day subsoil moisture picture, new-crop corn carryout at 1.653 billion bushels, the deleted USDA tweet and the transparency questions that followed, Black Sea shipping and the rumor that pulled risk premium out of wheat, the feeder-corn ratio, USDA's 2.7 percent cut to third quarter beef production, and the cattle-to-S&P correlation flip. Also in Segment Four, we learn about Bayer's new exclusive licensing agreement with RAGT to bring hybrid wheat into commercialization by the early 2030s. Dr. Francis Beecher with Bayer joins us to discuss on the show.

August 12, 20266 min

Midday Commentary 8/12/26 (August WASDE Recap)- Arlan Suderman

Corn and soybean yields came in a bit lower than analyst expectations while harvested area for both crops came in higher according to USDA's August World Agricultural Supply and Demand Estimates report out on Wednesday. Arlan Suderman, Chief Commodities Economist at StoneX, joins us for analysis and reaction in our Midday Commentary.

August 11, 202639 min

Tuesday, August 11th, 2026- Jacob Burks and Ben Johnston

Soybeans and wheat led the grains lower Tuesday as traders squared up positions ahead of Wednesday's August WASDE report, while corn held within a penny and cattle and hogs finished mixed. Jacob Burks of AgMarket.net joins Jesse to recap the trade — from the corn yield debate (188 last year vs. an expected ~182 this year) and a wet August forecast weighing on beans, to China's soybean purchase pace ahead of a proposed Trump-Xi meeting, Kansas' smallest winter wheat harvest in nearly 70 years, sluggish pork exports, and a cattle market that feels like it wants to go lower. Also in Segment Two, we talk more broadly about the economy, inflation, USMCA and more with Ben Johnston, COO of Kapitus. He joins us for a big picture look at the overall economy and what it means for agriculture on today's show.

August 11, 20264 min

Midday Commentary 8/11/26- Arlan Suderman

Markets were mixed to lower at midday Tuesday as it appeared traders were positioning ahead of the August WASDE Report out on Wednesday from USDA. Arlan Suderman with StoneX joins us to discuss in our Midday Commentary.

August 11, 202639 min

Monday, August 10th, 2026- John Heinberg, Mike Minor and Eric Snodgrass

On Monday's show, we talk weather for the week ahead with Eric Snodgrass from Nutrien Ag Solutions followed by a recap of last week's Professional Ag Marketing annual crop tour and a look at the markets with Mike Minor. Then, we talk market action and get perspective on yield estimates, weather, risk management and more with John Heinberg from Total Farm Marketing to close the show.

August 7, 202639 min

Friday, August 7th, 2026- Scott Varilek and Mike Castle

On Friday's Market Talk, we start the show with Mike Castle, senior commodities economist at StoneX, to break down a rebound in grains to close out the first week of August. Mike explains why the wheat rally tied to Black Sea escalation between Russia and Ukraine has more room to run. He also details a massive week of new-crop soybean flash sales to China and shares a look at the fertilizer complex, where sulfur and ammonia supply disruptions tied to the Strait of Hormuz are already forcing plant closures, including a fresh announcement in Europe this week. In Segment Two, Susan Littlefield joins us to share a broad market conversation with Heather Ramsey from The ARC Group as they look at the markets after the first week of August. Then, Scott Varilek of Kooima Kooima Varilek joins Friday's show to break down a volatile first week of August in the cattle complex. Scott discusses the stalled recovery in live cattle, why packer interest picked up briefly near $235-236, and why he expects late August and September to bring tougher trade. He also digs into early signs of heifer retention after years of talk without much movement, why packer margins could shift leverage back in their favor, and why lean hogs have struggled to capitalize on record beef demand.

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts