Episode
May 11, 2020
Episode 9: Switching from corn to soybeans
The guys answer the first listener question to come in through grainwaves@indigoag.com: Are seed shortages possible if farmers switch from corn to soybeans en masse? And will the commodity markets be impacted if the USDA does not do its June survey?
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Episode
May 07, 2020
Episode 8: Let's Talk Skew
Puts are one of Rodney’s favorite selling strategies – why? Because the farmer’s covered if the price goes up or if the price goes down. But there’s a reason most farmers the guys work with don’t like using puts, which has a lot to do with skew. Rodney and Gabe dig into the...
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Episode
April 27, 2020
Episode 7: Lost the farm trading in the futures
There’s always a name attached to it: the guy or girl who found themselves more of a speculator than a hedger, and eventually taking a big inverse as a result. Gabe and Rodney connect this approach to the recent dip in crude oil prices, when the price could be expected to...
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Episode
April 24, 2020
Episode 6: Crude prices drop below zero
This week, for the first time ever, crude prices went negative – surprising everyone in the markets and at the trading desks. Gabe and Rodney weigh out if corn prices could also dip below zero, how COVID-19 is only part of the story, and the differences between a long and a...
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Episode
April 11, 2020
Episode 2: The little things when setting basis and futures
Another week into the coronavirus pandemic, Rodney Connor and Gabe Sheets-Poling talk all things basis and futures: how and why to set the contracts, whether or not you should roll in a tough spot, and how to interpret market swings. The two discuss how staying out of your...
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Episode
April 11, 2020
Episode 1: There’s an equation behind volatility
Another week into the coronavirus pandemic, Rodney Connor and Gabe Sheets-Poling look closely at the market’s volatility, squaring it up to past major movements with Hurricane Katrina and the 2012 drought. The two talk about whether they’re seeing more farmers hold or sell...
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Episode
April 11, 2020
Episode 4: When ethanol plants can’t take your grain
The coronavirus pandemic has closed several ethanol plants across the United States as margins slip. Not only do you lose a place to sell your grain, but also the relationships you have spent years or even decades building up. Rodney Connor and Gabe Sheets-Poling assess the...
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Episode
April 11, 2020
Episode 3: Long your crop the rest of your life
Deciding to grow corn, beans, wheat, or any other crop means you’re not just taking a position for one season – but for the rest of your time as a farmer. Rodney Connor and Gabe Sheets-Poling explore how keeping this in mind ultimately lowers your risk and keeps you in the...
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Episode
April 11, 2020
Episode 5: Looking into Natenberg's Option Volatility & Pricing
Three decades of impressive work has made Sheldon Natenberg’s book Option Volatility & Pricing a hefty read, even for those more experienced in options trading. Rodney Connor and Gabe Sheets-Poling take the time to break down learnings and the pricing tools that could make...
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