Latest Episode: 088 - December - 2025
One Bull in a Barn Full of Bears
There’s milk everywhere: more milk in the U.S., Europe and New Zealand than a year ago, soft Class IV, and Class III futures that could slip into the $13s once you plug in today’s spot… Listen here
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On this two-part edition of The Milk Check, listeners get a seat at the table during our mass balance report meeting, held after the release of monthly milk production numbers. Our traders gather to evaluate the… Listen here
The Milk Check welcomes guest J. David Carlin to discuss the role of dairy lobbyists in Washington, how they’ve adjusted to the pandemic and industry outlooks during the Biden administration. Carlin is the International Dairy… Listen here
Did you rediscover the joy of cooking this year? You’re not alone. There’s no doubt that dairy consumer behaviors have changed in the COVID era. Who does it help and who does it hurt? Who… Listen here
We’re no strangers to criticizing the Federal Order system. We find a way to do it almost every episode. But this month, we’re devoting the entire conversation to the fact that the regulatory framework in… Listen here
You’d only need one look at recent history on the CME to see the rollercoaster that has been spot cheddar prices. In this episode, T3 notes the collision of around a half-dozen contributing factors to… Listen here
The last few weeks have been some of the strangest for an industry in the midst of its weirdest year in memory. Listen as Ted, T3 and Anna get to the bottom of why spot… Listen here
