Episode notes
Help! I HTA'd myself and I don't know what to do! Join us as we delve into the mysterious world of re-owning hedges and other recent agtwitter shenanigans.
Podcast
The Elevator’s Cut Podcast
The Elevator’s Cut · Business · English
The grain merchandisers podcast where Roger and Jason capture the big topics and challenges of the grain industry with humor, pragmatism, and simplicity. With a few decades of combined experience in the basis trading, brokerage, and farm marketing spheres, they use their experiences and knowledge of
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E96 · 26 Dec 2024 · 53 min
2025 Merchandising Prospectus
How are basis traders looking at this recent harvest and the outlook for this season? We talk through the basics of what's going on, the importance of setting boundaries with customers, the value of space, why people hate Free DP so much, why the heck people hedge in the wrong months, and the prospects of setting up our own DOGE for the grain industry. A veritable cornucopia of zeitgeist delving after our recent hiatus.
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E95 · 31 Oct 2024 · 52 min
Basis Decay!?
The guys are back delving the Zeitgeists on all the latest bad basis takes. We discuss how basis may not actually have destroyed the country's infrastructure, how "trading like an elevator" may not be as glamorous as people think but still worthwhile, and what the heck is basis theft and basis fraud anyways. If you'd like to hear how Christopher Columbus and CRT are related to basis trading, this is a good episode for you.
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E94 · 11 Sep 2024 · 1 hr 12 min
2024 Harvest Time Companion Part 2
We are back with Part 2 for your harvest time listening pleasure. This time, with Special Guest, Susan Stroud of No Bull Ag (NO BULL (nobullag.com)). We delve into the Corn Sweat Zeitgeist, of course, but still have time to tackle the big topics of the 2024 fall harvest: rolling basis contracts, proactive selling to capture big carries, what's a "good price" and how does it change throughout the year?, logistics of a big crop, harvest marketing alternatives, and what's all this carbon intensity stuff mean?
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E93 · 3 Sep 2024 · 55 min
2024 Harvest Time Companion Part 1
It's that time again for some audio to help pass the long hours of harvest. The guys have a special guest, Michael Kaeb from IL, to share stories and have some fun talking about the more entertaining side of the grain business. From Chemtrails to damaged equipment to bathroom subscription services, we once again dare to delve where other podcasts refuse to. 0:00 Intro 3:10 Special Guest Introduction 9:05 Conspiracies -- Chemtrails/Flat Earth/ Corn Sweat/ Wildfires 18:00 Grain Truck Drivers -- Demographics/ Business Ideas/ Unfortunate Stories 37:40 Hired Hands at the Farm and Season Help at…
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E92 · 8 Aug 2024 · 47 min
The Fundamentals Cut
Do the fundamentals even matter anymore? Are the Spec Shorts covering their Longs? Why is this crop so big and prices so low? Mostly, what should we do now that nothing is sold and prices are worse? Finally, how should elevators be approaching the coming logistical crunch and capturing the value they should? As usual, the guys delve into these topics and have all the answers.
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E90 · 8 May 2024 · 50 min
The CEO Mindset in the Grain Business
The guys chat with Phil Luce about his ascension from spreadsheet guy to Spreadsheet CEO. What should we get out of charts? How did you learn the business? Can we have raises? All the important questions asked or implied. And of course, how should we interpret Cicadian Rythyms?
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E89 · 20 Feb 2024 · 47 min
Spreaders Anonymous
An Elite Peer Group of geographically diverse grain merchants join the show to share about their love for the grain business as well as their struggles and how they help each other through it all. Join us for a lively chat with Jake Lund from Wisconsin, Ben Nething from Ohio, and Michael Mock from Pennsylvania.
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E88 · 9 Jan 2024 · 34 min
Who Charted?
When is a random line more than just a random line? When somebody tells you it's important to look at, that's when! Join us as we delve into the obscure world of technical terms and tag along on our jaunt down the path of the psychology behind the contract names.
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E87 · 3 Jan 2024 · 41 min
2023 Fall Harvest Recap
Basis Rolls, Fees, Huge spreads, and changes in selling patterns. We saw a lot of interesting developments with this crop, so we delve into how it all intertwined to create a zeitgeist stew of merchandising opportunities for the coming year.
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E86 · 10 Oct 2023 · 39 min
DP and Dogman
Do you believe in conspiracy theories? Does Bigfoot have a cousin? Can Elevators charge double digit monthly DP fees? Grab your trench coat and listen to find out as the guys delve into the inner workings of elevator bids and fees, farmer marketing behaviors, and a little known mythical figure of the West Arkansas Ozarks.
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