Latest Episode: 086 - October - 2025
Bears in Butter. Bulls in Protein.
Butter’s slipping, cheese feels heavy, but the protein complex is flexing hard. In this Milk Check market roundtable, Ted Jacoby III brings together Diego Carvallo, Jacob Menge, Joe Maixner and Josh White to unpack what’s… Listen here
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T3, Josh and Tristan sat down with Jeroen Lemmens, who joined Cefetra Dairy in Singapore after spending multiple years trading dairy in China. We’d spent months looking for the right person to talk to about… Listen here
Industry discussion surrounds a docket’s worth of changes to the Federal Milk Marketing Orders (FMMO), and we feel like it’s high time that we weighed in. The USDA hearing on pricing formulas reconvened November 27,… Listen here
Our team is (mostly) bearish right now. We’re seeing signs that recent Class III price rises aren’t supported by demand, and the lack of Asian demand for powders continues. In the August episode of The… Listen here
On June 12, we brought a group together to share perspectives on the dairy markets, along with thoughts on what we might expect moving forward. And there wasn’t a strong consensus. Josh thinks supply-side factors… Listen here
On Episode 57 of The Milk Check, Tara Vander Dussen joins us to talk about sustainable agriculture. She is an environmental scientist and fifth-generation dairy farmer known online as the New Mexico Milkmaid. We celebrate… Listen here
You don’t need technical analysis to tell you that dairy prices are low right now. But stocks are still high, which suggests demand is weak. The questions are: What gives? And when? In this episode… Listen here
