Latest Episode: - August - 2023
The bears of Jacoby have a classic market discussion
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
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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
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
