Latest Episode: 056 - February - 2023
Analyzing dairy price charts and macroeconomic indicators: What kind of rebound do they suggest?
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
Listen Here
The USDA’s milk production report for December surprised us and sparked some interesting discussion in a recent mass balance and charting meeting. We thought it made sense to pull back the curtain and share some… Listen here
T3 and Ted Jr. got together to talk next year’s milk pricing, and they made pretty quick work of the topic. Both have bearish outlooks to start the year. After Q1, their predictions start to… Listen here
Geoff Vanden Heuvel of Milk Producers Council and Sarina Sharp of Ag Business Solutions and Daily Dairy Report joins T3, Gus and Ted Jr. for a discussion on California water today and moving forward. Geoff… Listen here
With August’s milk production report in mind, the trading team gathered for another monthly mass balance and charting meeting. This month, though, we were blessed by two special guests: Steve Spencer and Vuko Karov from… Listen here
With the T.C. Jacoby & Co. trading team in the office for quarterly strategy huddles, we decided to record a special Q&A discussion for this month’s podcast episode. Each trader had the opportunity to ask… Listen here
A special guest joins this mostly macro-level episode of The Milk Check. Dr. Andrew Novakovic compares today’s inflation with U.S. inflation eras past, and the group examines evidence toward the unlikelihood of another Great Recession… Listen here
