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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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
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
