Moving Iron Podcast

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1049 episodes

MIP Markets With Shawn Hackett - A Split Polar Vortex And Possible Winter Kill Event

Moving Iron's Official Data Partner Is Fusable, The Home of Iron Solutions And EDA Data. Ignite Your Dealership's Growth At Fusable.com MIP Markets with Shawn Hackett - A Split Polar Vortex and Possible Winter Kill Event Summary Sean Hackett discusses the current weather conditions and the potential impact of a polar vortex event on commodity markets. He explains the factors contributing to a stratospheric warming event and the subsequent destabilization of the polar vortex. There is a risk of a winter kill event in the wheat market due to the unusual weather patterns. Sean visualizes the polar vortex and its split, highlighting the potential for extreme cold and snowfall. He emphasizes the potential impact on grain markets and advises farmers to consider cash sales during market rallies. Sean concludes by discussing his track record in forecasting polar vortex events and provides contact information for further information. Chapters 00:00 Introduction and Weather Conditions 01:26 Stratospheric Warming Events and Polar Vortex 03:13 Risk of Winter Kill Event 04:11 Visualizing the Polar Vortex 08:08 Potential Impact on Grain Markets 10:07 Weather Changes and Significant Dates 14:12 Unusual and Wild Polar Vortex Pattern 17:15 Possibility of Weather Shock Outcome 19:21 Forecasting Polar Vortex Events 20:13 Conclusion and Contact Information Click To Watch: https://youtu.be/-3ZmofGGNKs Click To Listen: https://on.soundcloud.com/A95tm Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

27m
Feb 18
MIP #416 Dumb horse power With Ben Friedhof Ziglar Ag

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com MIP #416 Dumb Horse Power With Ben Freidhof of Ziegler Ag Summary In this episode, Casey Seymour and Ben Friedhof discuss current weather conditions and their impact on farming. They then delve into the outlook for the marketplace in 2024, focusing on concerns about row crop tractors and the challenges of high-priced equipment. They also explore the dynamics of the used equipment market, particularly in the combined market. Ben shares insights on the demand for 5-year-old machines and the market's future. They conclude by discussing Ziegler Ag's rebuild program for legacy machines and the benefits of attending the Moving Iron Summit for networking and learning. Takeaways The weather conditions, such as snowfall and dryness, significantly impact the farming community. The marketplace outlook 2024 is cautiously optimistic, with a potentially slow start and a focus on input costs and interest rates. There are concerns about the inventory imbalance in the combined market, with a surplus of class eight combined. The demand for 5-year-old machines is limited due to price increases and the availability of newer models. The market's future depends on various factors, including geopolitical events, interest rates, and foreign markets. Ziegler Ag's rebuild program for legacy machines allows customers to bring in their older machines for a complete rebuild to like-new condition. The Moving Iron Summit provides industry professionals a valuable networking and learning opportunity. Chapters 00:00 Introduction and Weather 03:52 Marketplace Outlook for 2024 05:07 Concerns about Row Crop Tractors 07:15 Challenges with High-Priced Equipment 10:34 The Used Equipment Market 12:51 Inventory Imbalance in the Combine Market 13:39 Demand for 5-Year-Old Machines 17:02 The Future of the Market and the New Normal 22:14 Rebuild Program for Legacy Machines 29:14 Moving Iron Summit and Networking 30:30 Conclusion Click To Listen: https://on.soundcloud.com/uAWr5 Click To Watch: https://youtu.be/ch6W382cg0k Presented By @Fusable Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

34m
Feb 17
MIP #415 - Building The Guide With Jon Womack Of Iron Solutions

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com MIP # 415 Building The Guide With Jon Womack of Iron Solutions Summary In this episode of the Moving Iron Podcast, Casey Seymour interviews John Womack from Iron Solutions to discuss the current trends and data in the agricultural equipment marketplace. They highlight the rebound of large row crop tractors and the increasing number of sprayers being listed for auction. They emphasize the importance of accurate sold reports and data in making informed decisions. John explains the process of gathering data from manufacturers and the role of data in lending institutions. They also discuss the significance of hour usage and adjustments in determining equipment values. The episode concludes with contact information for further inquiries. Takeaways Large-row crop tractors and sprayers are in high demand in the agricultural equipment marketplace. Accurate sold reports and data are crucial for making informed decisions in the industry. Hour usage and usage adjustments play a significant role in determining equipment values. Accessing sold reports and comparables can provide valuable insights for equipment evaluation. Chapters 00:00 Introduction and Market Overview 02:09 Market Trends: Large Row Crop Tractors and Sprayers 03:06 The Importance of Sold Reports and Data 04:33 The Process of Gathering Data from Manufacturers 07:36 The Role of Data in Lending Institutions 08:06 Ensuring Accuracy and Concrete Information 10:06 The Significance of Hour Usage and Usage Adjustments 13:06 Normalizing Sold Reports and Base Model Pricing 15:19 Factors Influencing Hour Usage 18:54 Accessing Sold Reports and Comparables 29:30 Closing Remarks and Contact Information Click To Watch: https://youtu.be/j9woluSLeNA Click To Listen: https://on.soundcloud.com/q2nBe Presented By @Fusable Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

30m
Feb 17
MIP Markets With Shawn Hackett - Taking Advantage Of Short Term Weather Events

MIP Markets with Shawn Hackett - Taking Advantage Of Short-Term Weather Events Summary In this episode, Sean Hackett discusses the recent market report and the impact of the USDA's numbers on the grain markets. He explains the discrepancy between the USDA and CONAB's crop estimates and the resulting market uncertainty. Sean also analyzes the cattle market, highlighting the effects of extreme weather conditions on cattle weights and prices. He advises producers to utilize short-term rallies and lock in cash prices. Additionally, Sean discusses the potential impact of geopolitical events on agricultural markets and the importance of monitoring weather risks. The episode concludes with a listener question about Ukraine and Russia's crops. Takeaways The USDA's crop estimates and the discrepancy with CONAB's numbers have created market uncertainty. Extreme weather conditions have affected cattle weights and prices, providing short-term opportunities for producers to lock in cash prices. Geopolitical events and weather risks are essential to consider in agricultural market forecasting. Ukraine's agricultural production has not been significantly impacted by the conflict with Russia, possibly because of a theoretical agreement between Russia and China. Chapters 00:00 Introduction and Market Report 03:13 Cattle Market Analysis 08:15 Weather and Geopolitical Factors 17:13 Listener Question: Ukraine and Russia's Crops 23:28 Conclusion and Contact Information Click To Listen: https://on.soundcloud.com/K4u7H Click To Watch: https://youtu.be/-3ZmofGGNKs Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

31m
Feb 14
MIP Markets With Shawn Hackett - What Is The Plural Of Vortex?

Summary Shawn Hackett discusses the current weather conditions and the potential impact of a polar vortex event on commodity markets. He explains the factors contributing to a stratospheric warming event and the subsequent destabilization of the polar vortex. There is a risk of a winter kill event in the wheat market due to the unusual weather patterns. Sean visualizes the polar vortex and its split, highlighting the potential for extreme cold and snowfall. He emphasizes the potential impact on grain markets and advises farmers to consider cash sales during market rallies. Sean concludes by discussing his track record in forecasting polar vortex events and provides contact information for further information. Chapters 00:00 Introduction and Weather Conditions 01:26 Stratospheric Warming Events and Polar Vortex 03:13 Risk of Winter Kill Event 04:11 Visualizing the Polar Vortex 08:08 Potential Impact on Grain Markets 10:07 Weather Changes and Significant Dates 14:12 Unusual and Wild Polar Vortex Pattern 17:15 Possibility of Weather Shock Outcome 19:21 Forecasting Polar Vortex Events 20:13 Conclusion and Contact Information Click To Listen: https://on.soundcloud.com/eZhJ5 Click To Watch: https://youtu.be/-3ZmofGGNKs Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

26m
Feb 08
MIP Markets With Shawn Hackett - Shorts In Grains And Nat Gas Supply Below 5 Year Average

Summary Shawn Hackett discusses various factors affecting the grain and natural gas markets in this conversation. He explains the record short positions in the grain market and the potential catalysts that could trigger a short-covering rally. He also discusses the harvest pressure in Brazil and the possibility of a post-harvest rally. Additionally, he analyzes the long-term outlook for the natural gas market and the potential impact of the Indian wheat crop on world supply. He emphasizes the importance of managing emotions and making clear decisions in agricultural markets. Takeaways 1. Record short positions in the grain market have been driven by the narrative of China's economic decline and poor US exports. 2. The grain market is vulnerable to a short covering rally if a catalyst makes traders feel they are on the wrong side of the trade. 3. Harvest pressure in Brazil and potential weather shocks for winter wheat could be catalysts for short-covering rallies. 4. The natural gas market is expected to experience drawdowns that could lead to a trend of increasing prices throughout the year. 5. Managing emotions and making clear decisions is crucial in agricultural markets. Chapters 00:00 Introduction and Small Talk 01:48 Discussion on Record Short Positions in Grain Market 02:54 Factors that Could Trigger Short Covering Rally in Grain Market 05:14 Harvest Pressure in Brazil and Potential Post-Harvest Rally 07:08 Potential Weather Shock for Winter Wheat 12:38 Long-Term Outlook for Natural Gas Market 19:20 Impact of Indian Wheat Crop on World Supply 25:50 Discussion on Natural Gas Drawdown and Long-Term Inputs 30:00 Managing Emotions and Making Clear Decisions 35:35 Contact Information and Closing Remarks Click To Watch: https://youtu.be/9BqKAYfyUHc Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc @Axontire Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

40m
Feb 03
MIP Markets With Shawn Hackett - Bad Winter Weather And A Worse Chinese Economy

Summary In this episode of the Moving Iron Podcast, Shawn Hackett discusses various topics related to the agricultural market. He starts by discussing extreme weather conditions and their impact on travel and commodity markets. Then, he addresses the current state of biodiesel demand and the factors that could influence it. Next, he discusses the potential impact of financial problems on planting acres and the natural gas market. Finally, he shares his perspective on China's economy and advises farmers in the current market environment. Takeaways • Extreme weather conditions are impacting travel and commodity markets. • The biodiesel demand may not grow significantly until after the elections. • Marginal acres may not be planted due to financial problems and potential frost damage. • The natural gas market could experience a significant price increase in the coming months. • Concerns about China's economy and geopolitical tensions could impact commodity markets. • Farmers should be patient and consider participating in upside price risks. Chapters 00:00Introduction and Weather Conditions 05:57Biodiesel Demand 09:33Impact of Financial Problems on Planting Acres 11:27Natural Gas Market 17:24Concerns about China's Economy 29:31Market Outlook and Advice for Farmers Click To Watch: https://youtu.be/qECm0ypejZ4 Presented By @AxonTire Axon Tire, helping dealers move more iron for the past 100 years. For more information, go to AxonTire.com @AgDirect Today, there are many ways to finance ag equipment, but nobody delivers simple, fast, or flexible financing like AgDirect®. Learn more about your options to buy, lease, and refinance equipment at agdirect.com. @IronSolutions @EDA @Fusable Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

35m
Jan 20
MIP Markets With Shawn Hackett - 2024 Is Totally Different

MIP Market with Shawn Hackett 2024 is Totally Different Summary The conversation covers various topics related to commodity markets, including South American weather, the natural gas market, the wheat market, the South American crop outlook, and the impact of geopolitical events on commodity prices. The speaker also addresses a listener's question about the potential implications of a world war on agricultural commodities. The conversation highlights the importance of monitoring gold and Bitcoin as indicators of capital flow during geopolitical escalations. The speaker emphasizes considering long-term trends and potential inflationary risks in commodity markets. Takeaways 1. South American weather, particularly in Brazil, is a crucial factor affecting commodity markets, potentially impacting soybean and corn production. 2. The natural gas market is experiencing a rebound due to a colder-than-expected winter, which could lead to lower inventories and higher prices. The wheat market is influenced by factors such as winter kill and export supply from Russia and Argentina. 3. Geopolitical events, such as the possibility of a world war, can significantly impact commodity prices, leading to inflationary trends and increased demand for hard assets like gold and Bitcoin. 4. Long-term trends and cycles, such as the geopolitical war cycle, should be considered when analyzing commodity markets and making investment decisions. Chapters 00:00 Introduction and South American Weather 03:33 Natural Gas Market and Winter Weather 06:38 Winter Kill and Wheat Market 11:19 South American Crop Outlook 16:26 Impact of Geopolitical Events on Commodity Prices 27:22 Listener Question: Impact of World War on Ag Commodities 32:51 Geopolitical Cycle and Inflationary Risks 37:01 Contact Information Click To Watch: https://youtu.be/rFc854OQVfM Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @AnvilApp Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

41m
Jan 11
MIP Markets with Chip Nellinger: Will 2024 Volatility Be The Same as 2023 Volatility?

MIP Markets with Chip Nellinger: Will 2024 Volatility Be The Same as 2023 Volatility? Summary The conversation covers the reflection on 2023, the impact of geopolitical uncertainty on energy markets, volatility and uncertainty in grain markets, factors affecting the wheat market, geopolitical tensions on commodity prices, and challenges and opportunities in the hog market. Takeaways 1. Geopolitical tensions and conflicts can significantly impact commodity prices, particularly in energy markets. 2. Volatility and uncertainty, driven by weather and geopolitical factors, are expected to continue in grain markets. 3. The wheat market is influenced by factors such as the Ukraine-Russia conflict, winter kill risks, and changing geopolitical dynamics. 4. The hog market faces challenges due to increased supply and potential disruptions in trade, but opportunities may arise in the summer months. 5. 2024 is expected to be a year of continued uncertainty and volatility in commodity markets. Chapters 00:00 Introduction and Reflection on 2023 03:14 Geopolitical Uncertainty and its Impact on Energy Markets 08:15 Volatility and Uncertainty in Grain Markets 11:40 Factors Affecting the Wheat Market 15:12 Geopolitical Tensions and their Impact on Commodity Prices 18:45 Challenges and Opportunities in the Hog Market 21:39 Conclusion and Well Wishes Click To Watch: https://youtu.be/CygQnywOpKU Presented By @AxonTire @AgDirect @IronSolutions @randallreillyperformance Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

26m
Jan 08
MIP #414 - Tractor Zoom Acquires Anvil App Works

MIP #414 Presented By @TractorZoom Tractor Zoom Acquires Anvil App Work Summary Tractor Zoom has acquired Anvil AppWorks, aiming to provide a better solution for sales in the dealer ecosystem. Integrating Anvil AppWorks CRM with Tractor Zoom's data and analytics capabilities will streamline workflows and improve decision-making in the sales cycle. The acquisition will benefit customers by reducing risk, increasing efficiency, and providing real-time market data. The companies will focus on managing inventory, improving sales team performance, and enhancing the customer experience. Investments will be made in implementation, customer success, and data science to drive innovation and support dealers' growth. Takeaways -Integrating Anvil AppWorks CRM with Tractor Zoom's data and analytics capabilities will streamline workflows and improve decision-making in the sales cycle. -The acquisition will benefit customers by reducing risk, increasing efficiency, and providing real-time market data. -Investments in implementation, customer success, and data science will be made to drive innovation and support dealers' growth. -The companies will focus on managing inventory, improving sales team performance, and enhancing the customer experience. Chapters 00:00 Introduction and Acquisition 01:01 Goals of the Acquisition 02:27 Integration of Anvil AppWorks CRM 03:24 Motivating Factors for the Acquisition 04:21 Rapid Progression of the Acquisition 05:20 Benefits for Customers 07:13 Importance of Workflow and Inventory Management 08:13 Implementations to Improve Current Processes 09:39 Managing Inventory and Analytics 11:04 Managing Sales Teams and Incentive Programs 12:29 Challenges of Managing Inventory 13:57 Segmentation of Inventory and Managing Different Equipment Types 15:23 Managing Sales Teams and Customer Relationships 17:44 Expanding to the Construction Equipment Market 20:09 Investing in Technology and Software 22:37 Improving Sales Team Management with CRM 24:06 Enhancing Customer Experience with Data and Information 25:06 Providing ROI Information to Customers 27:31 Investments in Implementation and Customer Success 28:58 Continued Growth and Improvement 30:26 Conclusion and Contact Information Click To Watch: https://youtu.be/oDzqIHG2Yc8 Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

35m
Dec 24, 2023
MIP #413 Presetned By Axon Tire - An Outlook For 2024 With John Kennedy

MIP #413 Presented By Axon Tire An Outlook for 2024 With John Kennedy Summary In this episode, Casey Seymour interviews John Kennedy from Axon Tire. They discuss various topics related to the agriculture equipment market, including the cotton market, struggles in the small equipment market, the impact of interest rates, supply chain challenges, and the Outlook for 2024. They also talk about the effects of COVID-19 on the industry and the importance of tire supply. The conversation provides insights into the equipment market's current state and the challenges farmers and dealerships face. Takeaways -The cotton market has been affected by drought, leading to a challenging year for farmers. -The small equipment market is struggling due to a lack of discretionary spending and the impact of drought. -Interest rates are a significant factor affecting equipment sales, with high rates making it difficult for farmers to afford new machines. -Supply chain challenges have affected equipment availability, particularly in the large ag market. -The replacement tire market is expected to grow as farmers keep their used equipment longer. -Uncertainty is a common sentiment among farmers, with many cautious about making new equipment purchases. -Steel prices and tire supply have stabilized, but the overall market remains uncertain. -The equipment business is evolving, shifting towards upgrade kits and focusing on reconditioning used machines. -The Outlook for 2024 is uncertain, with factors like interest rates and supply chain issues impacting the market. Chapters 00:44 Cotton Market and Drought 02:00 Struggles in the Small Equipment Market 03:00 Impact of Interest Rates on the Equipment Market 05:51 Supply Chain Challenges 07:23 Replacement Tire Market 09:42 Uncertainty in the Agriculture Market 10:39 Tire Supply and Steel Prices 12:48 Effects of Interest Rates on Equipment Sales 15:17 Changes in Equipment Dealerships 17:44 Evolution of the Equipment Business 19:49 Outlook for 2024 20:46 Christmas Plans 21:38 Closing Remarks Click To Watch: https://youtu.be/4fyVLcbEScE Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

26m
Dec 24, 2023
MIP #412 - Rich's Reaction To The Feds News

MIP #412 Rich's Reaction To The Fed's News Summary In this episode, Casey Seymour and Richard Posson discuss the recent announcement by the Federal Reserve to hold interest rates steady and potentially lower them in the future. They analyze the market's response and predict the stock market's performance in the coming years. They also discuss the role of interest rates and the potential for a correction in 2026. They emphasize the importance of considering the psychology of market reactions and the impact of bearish news in a bull market. The episode concludes with information on where to find Richard's podcast. Chapters 01:33 The Fed's Unexpected Announcement 03:47 The Market's Response 04:36 Predictions for the Stock Market 05:41 Assessing the Economy and Stock Market in 2022 06:41 The Role of Interest Rates 07:27 The Stock Market's Independence from Interest Rates 09:38 The Stock Market's Performance in 2023 010:58 Digging Out of the Stock Market Hole 12:52 The Outlook for 2024 and 2025 15:43 Getting Back on Track 16:49 Potential Correction in 2026 17:32 The Fed's Rate Cuts in 2023 19:33 The Market's Reaction to the Fed's Announcement 20:42 The Psychology of Market Reactions 22:41 Market Reaction in the First Quarter of 2023 24:06 The Impact of Bearish News in a Bull Market 24:51 Where to Find Rich's Podcast 25:37 Closing Remarks Click To Watch: https://youtu.be/tTcdZZMg6ZE Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

29m
Dec 15, 2023
MIP #411 Presetned By Valley Transportaion - Tis The Season

MIP #411 Presetned By Valley Transportation Inc. Tis the Season Summary In this episode, Casey Seymour talks with Brad and Parker from Valley Transportation about various topics related to the transportation industry. They discuss the upcoming Christmas party, holiday travel restrictions, road construction, and concerns for 2024, including interest rates and equipment sales, fuel prices, and the impact of speculative money on the market. They also touch on the challenges of working with bankrupt brokerage firms, identifying reliable brokers, truck availability and backlogs, used truck values, and the most hauled equipment, tractors. The episode concludes with closing remarks and well wishes for the holiday season. Chapters 0:00 Introduction 01:06 Holiday Travel Restrictions 02:11 Road Construction and Holiday Traffic 03:08 Concerns for 2024: Interest Rates and Equipment Sales 04:21 Fuel Prices and Interest Rates 05:08 Speculative Money and Market Reactions 06:31 Positive Outlook for Hiring Drivers 07:18 Increase in Orders and Load Count 08:02 Issues with Bankrupt Brokerage Firms 10:15 Identifying Reliable Brokers 11:43 Truck Availability and Backlogs 13:36 Truck Dealerships and Used Truck Values 15:37 Used Truck Values and New Truck Sales 18:00 Most Hauled Equipment: Tractors 19:45 Challenges of Hauling Large Equipment 20:28 Closing Remarks Click To Watch: https://youtu.be/OZdJ7DXdOBg Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

26m
Dec 15, 2023
MIP #410 - Boots On The Ground With Shawn Skaggs

MIP #410 - Boots on the Ground With Shawn Skaggs Summary In this episode, Casey Seymour interviews Sean Skaggs, CEO of Parallel Ag, about companies' mergers and the marketplace's current state. They discuss the challenges and benefits of expanding equipment distribution, the impact of regional differences on operations, and the importance of economies of scale and technology. They also explore the transition in the used equipment market and the potential market shift in 2024. Additionally, they touch on the solidification of buying groups, the generational crossroads in farming, and the focus on inventory controls and culture in preparation for the future. Takeaways 1. The merger of companies can provide opportunities for growth and access to more resources. 2. Economies of scale and technology can improve efficiency and customer service. 3. The used equipment market is experiencing a transition, and inventory management is crucial. 4. Regional differences and market changes can impact buying groups and trade cycles. 5. Consolidation and transition in farming present challenges and opportunities for growth. Chapters 01:33 Introduction and Background 02:09 Merger of Companies 04:46 Formation of Parallel Ag 06:04 Expanding Equipment Distribution 07:36 Challenges of Regional Differences 08:50 Economies of Scale and Technology 09:43 Benefits of Scale and Opportunity 13:10 Transition in the Used Equipment Market 14:24 Inventory Issues and Market Shift 16:08 Market Change and Trade Cycles 17:52 Solidification of Buying Groups 19:47 Generational Crossroads in Farming 21:07 Consolidation and Transition in Farming 25:18 Focus on Inventory Controls and Culture 26:54 Closing Remarks Click To Watch: https://youtu.be/Bb7FUltEfag Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

31m
Dec 14, 2023
MIP Markets with Shawn Hackett - The Dollar Falls on Fed News

MIP Markets with Shawn Hackett - The Dollar Falls On Fed News Summary In this episode, Shawn Hackett discusses the current weather conditions and forecasts for the winter season. He advises listeners to take advantage of the temporary overreaction in energy markets due to the warm start to the North American winter. Shawn also addresses a listener's question about magnetic pole shifting and its potential impact on grain production. He explains the concept of pole shift and its long-term cycle. Additionally, Shawn discusses the Federal Reserve's monetary strategy and its implications for the dollar and exports. He concludes by providing insights into the crop situation in Brazil and the potential for frost and freeze events in the Midwest. Takeaways 1. Locking in physical energy is wise due to the temporary overreaction in energy markets caused by the warm start to the North American winter. 2. Magnetic pole shifting occurs in a long-term cycle and is not expected to happen in our lifetime. 3. The Federal Reserve will likely lower interest rates, weakening the dollar and potential commodity-led inflation. 4. The corn crop in Brazil is expected to be negatively impacted by hot and dry weather, while soybean production may be more resilient. 5. Farmers should consider spreading their planting to mitigate the risk of a potential hard freeze in May. Chapters 01:33 Introduction and Weather Forecast 02:33 Opportunity to Lock in Physical Energy 03:50 Volatility in Natural Gas Market 05:00 Listener Question on Magnetic Pole Shifting 06:01 Pole Shift and Impact on Grain Production 08:55 Magnetic North Pole Movement 10:06 Impact of Magnetic North Pole Movement on Weather 11:52 Sudden Stratospheric Warming Event 15:04 Winter Weather Outlook 16:19 Gleisberg Cycle and Future Climate Patterns 21:50 Federal Reserve's Monetary Strategy 22:61 Impact of Fed's Strategy on the Dollar and Exports 27:19 Fed's Plan to Lower Interest Rates 33:25 Crop Situation in Brazil 36:56 Potential Impact of Frost and Freeze Events 39:40 Recommendation for Planting Strategy 40:58 Unofficial Official Whiskey of the Moving Iron Podcast @RollingIronWhiskey 41:24 Contact Information Unofficial Official Whiskey of the Moving Iron Podcast @RollingIronWhiskey Click to watch: https://youtu.be/NbYjGUfzhF8 Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

40m
Dec 14, 2023
Casey - Seymour - Alan - Hoskins Casey Seymour, Alan

MIP #410 - How Do You Fund Subscriptions With Alan Hoskins Contact Alan @ Phone: 618-926-0463 ahoskins@americanfarmmortgage.com Summary In this episode, Casey Seymour and Alan Hoskins discuss the impact of subscription-based models and technology on the agriculture industry. They explore the breakeven point, the environmental impact of technology, and the challenges and considerations for lenders in financing equipment and technology. They also discuss the future of equipment financing and the potential shift in business models. Additionally, they touch on the importance of using data and technology to build relationships with landlords. Overall, they have an optimistic outlook for 2024 and emphasize the value of understanding and leveraging technology in the industry. Takeaways 1. Subscription-based models and technology are increasingly important in the agriculture industry. 2. Lenders need to understand technology's breakeven point and environmental impact when financing equipment. The future of equipment financing may involve separating equipment and technology financing. 3. Technology and data can be used to build relationships with landlords and demonstrate value. 4. Understanding and leveraging technology is crucial for success in the agriculture industry. Chapters 01:33 Introduction and Background 02:39 Subscription-based Model in Agriculture 04:33 Lender's Perspective on Subscription-based Model 05:49 Breakeven Point and Environmental Impact 07:00 Understanding the Value of Technology in Equipment 08:04 The Future of Equipment Financing 10:10 Separating Equipment and Technology Financing 11:08 Ownership of Technology and Collateral 12:27 Technology Fee and Financing Operating Lines 13:59 Impact of Technology on Lending and Business Models 19:50 Impact of Technology on Land Rental Agreements 22:03 Outlook for 2024 27:35 Using Technology to Build Landlord Relationships 29:33 Trend of Upfront Cash Rent Payments 32:39 Creating Value with Data and Technology 33:38 Contact Information and Conclusion Click To Watch: https://youtu.be/DeddTQbTL7g Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

34m
Dec 12, 2023
MIP #409 - 2024 Optimisim With Rich Posson

MIP #409 2024 Optimism With Rich Posson Reach Rich @ @Rich_posson on X Rich@ag-financial.com https://www.podbean.com/premium-podcast/criticalpoint Summary In this episode, Casey Seymour interviews Richard Posson about his podcast and analysis services. They discuss the outlook for the overall economy in 2024, with Richard expressing optimism and bullishness. They also cover the outlook for gold, the dollar index, global stock markets, real estate trends, inflation, and commodities. Richard shares his insights and observations based on his analysis method, which includes business cycles and other types of analysis. Overall, Richard provides a comprehensive overview of various economic indicators and offers his perspective on the future of the economy and financial markets. Takeaways 1. Richard Posson analyzes the overall economy and financial markets through his podcast and paid services. The Critical Point Podcast 2. He is optimistic and bullish on the stock market and economy in 2024 despite concerns about politics and social problems. 3. Rich's analysis method includes business cycles and other types of analysis, allowing him to track market trends and provide forecasts. 4. He sees potential opportunities in gold, the dollar index, global stock markets, and real estate while also discussing the impact of inflation on commodities. Chapters 01:33 Introduction and Overview 01:56 Rich Posson's Podcast 02:47 Rich Posson's Analysis Method 03:44 Rich Posson's Services 05:12 Outlook for 2024 06:40 Optimism for the Stock Market 07:44 Change in Outlook for Gold 11:17 Outlook for the Dollar Index 13:07 Outlook for Global Stock Markets 18:30 Real Estate Market Trends 22:49 Inflation and Commodities 27:42 Contractual Pricing in the Lumber Industry 30:49 The Changing Mindset on Inflation 32:38 Conclusion and Contact Information Click To Watch: https://youtu.be/KV8R2LGkRII Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

37m
Dec 11, 2023
MIP Markets With Shawn Hackett - The Past Is Repeating In Brazil And India Is Clamping Down

MIP Markets with Shawn Hackett The Past Is Repeating in Brazil and India is Clamping Down Summary In this episode, Casey Seymour interviews Sean Hackett from Hackett Financial. They discuss the USDA stock report, the comparison of Brazil crops, and the vegetative health in Brazil. They also discuss India's crop situation, export restrictions, and potential food crises. They touch on China's demand for feed and the possibility of commodity inflation in 2024. They also discuss the impact of trendline yields and the uncertainty in the upcoming presidential election. Takeaways 1. The USDA stock report is not expected to be a market-moving event, with Brazil's weather being the most critical factor to watch. 2. The vegetative health of crops in Brazil is comparable to the 2015-2016 timeframe, but there are concerns about the declining trend and the poor health of crops in certain regions. 3. India faces challenges in its crop production, with potential disruptions in ethanol production and limits on rice and wheat exports. 4. India may become a permanent agricultural product importer, significantly affecting global supply and demand. 5. The upcoming presidential election in the US is surrounded by uncertainty, with potential scenarios that could impact the agricultural industry. Chapters 1:33 Introduction 1:52 USDA Stock Report 03:17 Comparison of Brazil Crops 05:39 Vegetative Health in Brazil 08:54 India's Crop Situation 11:02 India's Export Restrictions 14:09 Potential Food Crisis in India 17:03 China's Demand for Feed 18:30 Commodity Inflation in 2024 18:08 Impact of Trendline Yields 24:34 Uncertainty in the Presidential Election 27:47 Possible Scenarios in the Election 28:55 Contact Information 29:24 Closing Click To Listen: https://on.soundcloud.com/jnFEr Click To Watch: https://youtu.be/kNtWnbkACks Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

33m
Dec 08, 2023
MIP #408 Presented By Tractor Zoom - Easing Into 2024 With Andy Campbell

MIP #408 Presented By Tractor Zoom - Easing Into 2024 With Andy Campbell Summary In this episode, Casey Seymour and Andy Campbell discuss the current state of the agricultural equipment market and the uncertainties farmers will face in the coming year. They explore the auction market and how equipment values fluctuate across different tractor groups. They also delve into the impact of interest rates on equipment financing and the importance of cash flow in making equipment upgrades. The conversation highlights the significance of tracking trends and regional variations in the equipment market and the role of export markets in managing equipment flow. Overall, the episode provides valuable insights for farmers and dealers navigating the changing landscape of the agricultural equipment industry. Chapters 01:33 Introduction and Market Uncertainty 04:36 The Auction Market and Equipment Values 08:42 Different Tractor Groups and Their Values 14:26 Impact of Interest Rates on Equipment Financing 19:32 Cash Flow and Equipment Upgrades 25:13 Tracking Trends and Regional Variations 30:35 Managing Equipment Flow and Export Markets 33:24 Conclusion and Contact Information Click To Watch: https://youtu.be/IV6GV4FdQ_A Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

37m
Dec 07, 2023
MIP Markets With Shawn Hackett - Weather Pattens Set For Major Change In Late December

MIP Markets with Shawn Hackett Weather Patterns Set for Major Change in Late December Weather patterns are setting to have a significant change heading into late December or early January. Shawn has been discussing this pattern for the past few months. The Western US will have a warmer, milder winter, while the Central and Eastern US will have a colder, wet winter. This could cause late frost issues for wheat and bring planting. Shawn also answers a question from a listener about 2024 Wheat. Click To Watch: https://youtu.be/qarcrMBu6p0 Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

35m
Dec 05, 2023
MIP Markets With Chip Nellinger - Its Been A Long November

It's Been A Long November November proved to be a hard month for all commodities. From Grains to Proteins, there weren't many bright spots heading into December. Click To Watch: https://youtu.be/Of-L-8OFM3M Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

26m
Dec 05, 2023
MIP #407 Presented By Anvil App Works - Planning For 2024 Is A Bit Of A Conundrum With Jason Hoult

Planning for 2024 is a bit of a Conundrum As dealerships look into 2024 and guess what forecasts will look like, many questions present themselves. Using a CRM and looking at effective sales data are the same. Dealers that use this strategy will have success in both sales and used equipment management. Click To Watch: https://youtu.be/FhLHihIrkow Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

35m
Dec 05, 2023
MIP #406 Presented By Valley Transportation - Do You Have Insurance And How Much Do You Have?

MIP #406 Presented by Valley Transportation - Do you have Insurance, and How much Do You Have? Know before you hire a truck what kind of insurance they have and how much coverage they have. Machinery prices have increased by 40% over the last three years. If something happens, make sure you are covered! Click To Watch: https://youtu.be/H2_KJJR5BwU Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

35m
Nov 29, 2023
MIP #405 - Presented By Valley Transportaion - Brokers Going Broke

MIP #405 - Presented By Valley Transportation - Brokers Going Broke With the pinch in margins in the trucking industry and rising input, some brokers are going out of business, leaving the trucker and the shipper holding the bag. Ensure you know who you are working with and who they are financially viable.  Click To Watch: https://youtu.be/NL0NGV0cOQA Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

34m
Nov 29, 2023
MIP Markets With Shawn Hackett - Brazilian Weather And The Protien Markets

MIP Markets with Shawn Hackett - Brazilian Weather and the Protein Markets Brazilian weather models are all over the place. One model shows it to wet and the other to dry. Nonetheless, the weather in Brazil has been extreme on both ends. Soybean replants will be an issue and will affect the second crop of corn. The Cattle market is up against the wall and searching for a new bottom. The Pork Market is in a pickle with a new round of African Swine Fever racing across China, but we could see some relief in price in the second quarter of 2024.  Click To Watch: https://youtu.be/IaXf_uvm8rY Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

35m
Nov 28, 2023
MIP Markets With Shawn Hackett - Volcanic Activity And Brazilian Rains

MIP Markets with Shawn Hackett Volcanic Activity and Brazilian Rains Volcanic activity is something that increases as sunspot activity decreases. Although volcanic activity is within the normal range of 40-50 active volcanoes, currently 46, during lower sunspot activity, large, more powerful VEI 6 and higher volcanoes tend to happen. Mount Tamboura in 1815 significantly cooled the earth for two years and created the year known as the year without a summer. Although there is rain in the forecast for Brazil, there isn't much. Temps will be 100+ degrees. These rains will not be the trillion-dollar rains as advertised. Click To Watch: https://youtu.be/sgFA_wDN5Vw Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: movingironllc.com movingironpodcast@movingironpodcast.com

46m
Nov 22, 2023
MIP #404 - Big Announcement From Machinery Scope

MIP #404 - Big Announcement From Machinery Scope Joe Bryce is back on the show to discuss a big announcement about products from a Machinery Scope. Machinery Scope simplified its process by bringing the claim process and in-house product building. Machinery Scope has the tools to get creative warranty and financing solutions to your customer base. Click To Watch: https://youtu.be/ETOUUvRBoVQ Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: movingironllc.com movingironpodcast@movingironpodcast.com

22m
Nov 22, 2023
MIP #403 - Planning For The Many Faces Of 2024 Wit Alan Hoskins

MIP #403 - Planning For The Many Faces Of 2024 with Alan Hoskins The Fed moved to wait and see during their November Meeting. The Market reacted as if rate raising was over and the rates would decline. That being said, the Fed has not said anything to support such actions. 2024 has as much upside, hype, and downside, and planning for 2024 looks like a check with me at the line rather than calling a play in the huddle. Click To Watch: https://youtu.be/Uum2BQNcCfQ Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: movingironllc.com movingironpodcast@movingironpodcast.com

36m
Nov 21, 2023
MIP #402 - Reversal, Two Points With Rich Posson

MIP #402 - Reversal, Two Points With Rich Posson The Fed said nothing and promised nothing, yet the market acts as if the Fed sent a formal letter outlining when rate hikes would end and interest rates would reduce in the first quarter. GDP growth was more robust than expected, and CPI exceeded expectations for the second month. Rich also discusses the Crude Oil Market, weather markets, and possible crop production issues in 2024-2027. 2:26 - Rich talks about His Podcast Critical Point 6:41 - Market reaction to not raising Rates 10:59 - What Do the future look like for the Fed and interest rates 12:50 - CPI Inflation 21:35 - GDP growth 23:50 - Inflationary Commodity Market 25:50 - Weather Markets and Crop Problems 34:07 - Crude oil Production 35:06 - Long-term bottom in Interest rates 36:50 - Is there a play on short-term variable rate financing 42:40 - Outro Click To Watch: https://youtu.be/yM_X1r8E-Pk Click To Listen: https://on.soundcloud.com/V6MFs Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: movingironllc.com movingironpodcast@movingironpodcast.com

48m
Nov 21, 2023
MIP #401 Stubborn With Andy "Bobcaygeon" Junkin

MIP #401 Stubborn with Andy "Bobcaygeon" Junkin Andy Junkin stops by the podcast to discuss his new book "Stubborn." Andy's book outlines a path to success between generations and how looking at the Family Farm from "Mine" to "Ours" will change succession and success. Purchase a copy of his book at www.Stubborn.farm, also Get the the audio version of Andy's book is free until Christmas at his website, www.Stubborn.farm. Click To Watch: https://youtu.be/VsuJibVU0X8 Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: movingironllc.com movingironpodcast@movingironpodcast.com

1h 1m
Nov 18, 2023