Latest Episode: 090 - January - 2026
The Market is Lying to Us
Milk production is up 4.5% — but somehow, milk is clearing. Something doesn’t add up. In this episode of The Milk Check, the team uncovers the shifts reshaping dairy economics in 2026. Ted Jacoby III… Listen here
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Milk production is down in the eastern half of the U.S., tightening markets nationwide as surplus milk is pulled eastward from western dairies. Ted, T3 and Anna discuss what it could mean for stressed dairy… Listen here
Ted, T3 and Anna talk through the problems caused by chronically high milk supplies before diving into a discussion on why the widening block-barrel spread hurts dairy farmers. Anna: Welcome to “The Milk Check,” a podcast… Listen here
Things are changing in California, where around one-fifth of the milk in the U.S. is produced. Starting Nov. 1, the state’s independent milk marketing order will cease, giving over to the country’s newest Federal Milk… Listen here
Late last month, trade authorities of the U.S., Mexico and Canada have finally agreed to an updated trade deal dubbed the U.S.-Mexico-Canada Act. In Part 1 of a two-part episode, we enlist the help of… Listen here
Is there a structural problem plaguing the dairy industry? In this discussion, Ted, T3 and Anna dig into some fundamental changes in the way Americans are eating that spell bad news for the supply side… Listen here
While the American dairy industry is collectively obsessed with trade wars and tariffs, that’s not the biggest elephant in the room. Ted and T3 look past the headlines to discuss the trend that could have… Listen here
