Latest Episode: 087 - November - 2025
When Will Dairy Prices Turn Around: GLP-1 and Oversupply
Milk production is up 4.2% year over year, components are climbing and prices are falling. As holiday orders wrap up and we head into the long winter, The Milk Check team digs into whether dairy… Listen here
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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
On this remarkably bullish episode of The Milk Check, the Teds bring in T.C. Jacoby & Co’s fluid milk team to talk about the market from their perspective. Gus Jacoby, president of fluid dairy ingredients… Listen here
On this two-part edition of The Milk Check, the Jacoby team lets listeners in on a monthly mass balance and charting meeting. The meeting splits neatly into two episodes, one led by Global Strategy Director… Listen here
On this two-part edition of The Milk Check, the Jacoby team lets listeners in on a monthly mass balance meeting. The meeting splits neatly into two episodes, one led by Global Strategy Director Don Street… Listen here
The crew comes back to the mic to predict how demand will respond to milk prices approaching record highs across the market. Between widespread inflation and rising interest rates, the economy hasn’t been in a… Listen here
The Teds assemble a full crew to approach the primary question on the milk market’s mind: What does a war in Europe mean for the dairy industry? To help answer that question, they’ve enlisted Norman… Listen here
