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PODCAST

Moving Iron Podcast

Podcast by Moving Iron LLCMoving Iron Podcast is for anyone in the Ag Equipment Business or Users of Ag Equipment. We discuss the latest trends and what is shaping the industry. From Technology to Iron to Markets, we have it covered. So "Let"s Go Move Some Iron!"

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All Episodes

31:39

Short Term Future Outlook for Commodity Prices - MIP...

Moving Iron Podcast ·

2024/10/17

TakeawaysCommodity prices have seen a significant decline recently.Dry weather in the Midwest is accelerating harvests.China's fiscal policy is causing confusion in the markets.Brazil is experiencing its slowest planting pace since 1971.Rains in Brazil may not lead to a significant pattern change.Wheat prices are affected by the Russia-Ukraine situation.Political changes can lead to short-term market volatility.A Trump presidency may lead to a tariff-led policy.Kamala Harris's presidency could be

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39:04

MIP - The Machine Shed #3 - The College Football...

Moving Iron Podcast ·

2024/10/16

Takeaways Fall is a brief season in the panhandle, often leading to winter quickly.High school football is a significant part of local culture and community.The Shadron Cardinals are performing well this season with a strong defense.College football is seeing a shift with the introduction of the 12-team playoff.The quality of college football teams is becoming more homogenized due to the transfer portal.The auction market for equipment has seen significant changes in the last year.There is a

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00:39:03

MIP - The Machine Shed #3 - College Football Playoff,...

Moving Iron Podcast ·

2024/10/16

In this conversation, the hosts discuss various topics ranging from the changing seasons and high school football updates to the dynamics of college football and the auction trends in the equipment market. They reflect on the current state of college football, the implications of the new playoff system, and the evolving landscape of the equipment market, emphasizing the importance of understanding market trends and future predictions. takeaways Fall is a brief season in the panhandle, often leading

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27:43

MIP - Machine Shed #3 Product Review PhiBer...

Moving Iron Podcast ·

2024/10/16

TakeawaysPhiBer was founded in 1996 by a farmer and a machinist.The Dash trailer is designed for speed and operator comfort.Drones are becoming a viable option for spraying in agriculture.Customer feedback drives innovation at PhiBer.The Dash Carrier can load multiple drones for efficient spraying.Modularity allows farmers to customize their equipment.The Dash system improves chemical application efficiency.PhiBer's products are designed to minimize idle time for sprayers.Innovative features include

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00:27:43

MIP - Machine Shed #3 Product Review PhiBer...

Moving Iron Podcast ·

2024/10/16

summary In this episode of the Moving Out Podcast, Casey Seymour interviews Sean Chevalier from PhiBer, a company known for its innovative agricultural solutions. They discuss PhiBer's history, the development of the Dash Spray Trailer, and the integration of drone technology in agriculture. Sean explains how PhiBer's products focus on speed, efficiency, and modularity to meet farmers' diverse needs. The conversation highlights the importance of customer feedback in product development and the

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55:08

MIP Machine Shed #2 Product Review The Ag Multi...

Moving Iron Podcast ·

2024/10/12

TakeawaysThe Ag Multitrailer is designed for versatility in hauling.Hydraulic features enhance usability and efficiency.Customer feedback has been crucial in product development.The company has maintained a waiting list for trailers.Challenges included patent issues and market competition.Future models are in development to meet customer needs.The trailers hold their value well in the resale market.The design allows for easy loading and unloading of various items.The partnership has strengthened the

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26:21

MIP Machine Shed #2 - The Heavy Equipment Market - Si...

Moving Iron Podcast ·

2024/10/12

TakeawaysInterest rate reductions can spur equipment sales.There is a strong demand for construction equipment.The rental market is crucial for construction businesses.Auction values are stabilizing in the construction sector.Older motor graders are increasingly used on farms.High lift wheel loaders are in demand but less common.Dealer support is essential for equipment buyers.Understanding machine usage is key in valuing equipment.The construction market is currently flat but stable.End-of-year

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25:40

MIP The Machine Shed #2 Auction Market - Big Iron...

Moving Iron Podcast ·

2024/10/12

TakeawaysAuction activity has increased significantly in 2024.Pre-retirement conversations are crucial for planning sales.Online auctions have transformed the equipment selling landscape.The ability to reach international buyers is a game changer.Community events still play a role in traditional auctions.Current inventory levels are in a holding pattern.Future auction activity is expected to remain robust.Market dynamics are stabilizing after recent fluctuations.The importance of timely

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20:54

MIP Machine Shed #2 Segment 1 - Husker Review

Moving Iron Podcast ·

2024/10/12

TakeawaysHusker Harvest Days is unique for its irrigation focus.Innovative equipment like the Ag multi-trailer enhances efficiency.Drones are becoming increasingly important in agriculture.Major brands had scaled-back displays at the event.Networking opportunities were abundant at the show.The Husker sandwich was a culinary highlight.Attendance seemed lower than in previous years.There is no shortage of planner attachments currently.Innovations are not just tech-related but also

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24:21

Corn Is a Ship at Sea Without a Rudder - MIP Markets...

Moving Iron Podcast ·

2024/10/11

TakeawaysThe hurricane's impact on Florida's agriculture was significant but less severe than anticipated.Corn market volatility is influenced by external factors, particularly soybeans and wheat.Rapid drying down of crops could lead to yield losses in corn and soybeans.Market reactions to USDA reports can significantly affect commodity prices.China's monetary policy is creating positive momentum in the livestock sector.The protein market is experiencing upward trends due to increased demand.USDA's

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00:39:46

Monster Jobs Report Might Hinder the Fed From Cutting...

Moving Iron Podcast ·

2024/10/07

Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at info.ironsolutions.com/moving-iron-podcast. Summary In this episode of the Moving Iron Podcast, Casey Seymour and Rich Posson discuss the current state of the economy, focusing on recent job reports, the dynamics between manufacturing and services sectors, and the implications for the stock market and the Federal

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39:47

Monster Jobs Report Might Hinder the Fed From Cutting...

Moving Iron Podcast ·

2024/10/06

Takeaways254,000 new jobs were added in September, exceeding expectations.The unemployment rate remains stable at around 4.1%.Manufacturing is struggling while the services sector shows growth.The stock market reacted positively to the job report, indicating optimism.Middle East tensions could disrupt oil prices and market stability.The U.S. has significant oil production capacity, affecting global oil dynamics.Corn prices have risen due to perceived shortages and market adjustments.The Fed's rate

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00:38:20

Despite Challenges, The U.S. Agricultural Economy May...

Moving Iron Podcast ·

2024/10/03

In this episode of Moving Iron Podcast, Casey Seymour and Sean Hackett discuss the current geopolitical tensions and their potential impacts on commodity markets, particularly in light of recent events in the Middle East. They explore the effects of Hurricane Helene on agricultural prices, particularly corn, and delve into the implications of the Gleisberg cycle on weather patterns and drought conditions. The conversation highlights the unprecedented drought conditions across the U.S. and Brazil,

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38:20

Despite challenges, the U.S. agricultural economy may...

Moving Iron Podcast ·

2024/10/03

TakeawaysGeopolitical tensions can significantly disrupt global commodity supplies.Recent weather events have led to increased corn prices due to strong exports.The Gleisberg cycle indicates a potential for extreme weather patterns in the coming years.Drought conditions are worsening across the U.S., impacting agricultural production.Farmers should consider selling into market strength rather than panic selling.The U.S. agricultural economy may be more resilient than anticipated despite

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128:45

The Husker Harvest Days Recap - The Machine Shed #2

Moving Iron Podcast ·

2024/10/01

Husker Harvest Recap 1:29TakeawaysHusker Harvest Days is unique for its irrigation focus.Innovative equipment like the Ag multi-trailer enhances efficiency.Drones are becoming increasingly important in agriculture.Significant brands had scaled-back displays at the event.Networking opportunities were abundant at the show.The Husker sandwich was a culinary highlight.Attendance seemed lower than in previous years.There is no shortage of planner attachments currently.Innovations are not just

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26:57

The Impact of Helene on US Cotton Could be...

Moving Iron Podcast ·

2024/09/24

TakeawaysThe hurricane's impact on cotton crops is significant, with 65% of the bolls open.China's economic stimulus is expected to increase demand for US agricultural products.Brazil is facing severe drought conditions affecting soybean and corn crops.The US is likely to see increased soybean exports to China due to Brazil's poor crop conditions.Market dynamics suggest a potential rise in grain prices in the fourth quarter.Cattle market may tighten as feeder imports decline and demand

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39:04

Future Trends in Equipment Valuation / MIP # 449 with...

Moving Iron Podcast ·

2024/09/20

TakeawaysThe used equipment market has shifted towards one and two-year-old machines.Dealers are seeking creative outlets to manage inventory effectively.Data-driven decision-making is crucial for pricing and valuation.The introduction of new guides allows for better evaluation of trades.There is a widening gap between auction values and dealer asking prices.Proactive inventory visibility is essential for sales success.Digital tools enhance the ability to analyze market trends.Networking with other

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36:35

Brazilian Drought Concerns and Soybeans Aren't...

Moving Iron Podcast ·

2024/09/17

TakeawaysEarly harvest soybean yields are disappointing due to weather conditions.Brazil's drought has significantly altered moisture patterns affecting crop yields.Farmers should consider selling during price rallies to secure profits.Weather continues to be a critical factor in agricultural production.The Federal Reserve's decisions can lead to market volatility.Oil prices are under pressure due to oversupply and geopolitical factors.Natural gas is currently undervalued and presents a long-term

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45:20

The Cyclical Nature of the Equipment Market - MIP...

Moving Iron Podcast ·

2024/09/10

TakeawaysHigh school football is a beloved tradition and a special time for parents, especially during their children's senior year.The Machine Shed is a new venture within the Moving Iron Podcast that focuses on farm equipment, including construction equipment, trucks, trailers, and irrigation systems.The auction market for farm equipment is currently experiencing some fluctuations, with dealers sometimes pulling back and other times jumping in with both feet.There are misconceptions about

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46:26

The Fed, Inflation, and Unemployment

Moving Iron Podcast ·

2024/09/09

TakeawaysRichard Posson uses business cycle analysis and patterns to predict market trends.He accurately predicted the COVID crash in 2020 and has a successful track record in trading stocks and commodities.Richard believes that corn prices are at a long-term bottom and expects a bullish trend in commodities.He discusses the impact of interest rates and the dollar on the market.Richard emphasizes the importance of considering both fundamental and technical analysis in understanding market

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