Moving Iron Podcast Casey Seymour

MIP Markets with Shawn Hackett  - Sleeper Geopolitical AssetsMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable!Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of the commodities market, focusing on wheat. They discuss the impact of dry weather conditions in Kansas, Oklahoma, and Texas on wheat yields and the potential for frost and downgrades in the Russian wheat crop. They also explore the role of volcanoes and climate cycles in shaping global weather patterns and the implications for agricultural supply. Hackett emphasizes monitoring these factors and the potential for short covering in the grain markets.Keywords#commodities #market, #wheat, #dryweather, #yields, #frost, #Russianwheat, #volcanoes, #climatecycles, #agriculturalsupply, #shortcovering, #grainmarketsTakeawaysDry weather conditions in Kansas, Oklahoma, and Texas have negatively impacted wheat yields, with 25-50% reported potential losses.The Russian wheat crop has been downgraded, increasing concerns about global wheat supply.Volcanic eruptions, such as the recent Tonga eruption, can significantly impact global weather patterns, including extreme temperatures and precipitation.Climate cycles like the Gleisberg cycle can contribute to hot and dry weather conditions, which can potentially lead to crop problems.Short covering in the grain markets may occur if wheat prices rise, potentially impacting other grain commodities.Sound Bites"Dry conditions in Kansas, Oklahoma, and Texas have led to 25-50% potential yield losses in the wheat harvest.""If frost occurs in mid-late May, it could result in permanent yield loss due to lack of moisture.""The Russian wheat crop has been downgraded, raising concerns about global wheat supply."Chapters00:00Dry Weather and Wheat Yields09:26Short Covering in the Grain MarketsClick To Watch:https://youtu.be/-Rmjh7gV9y8Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #429 Presented By Axon Tire - Optimizing Performance and Cost-Effectiveness with Axon TireMoving 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 https://info.ironsolutions.com/moving-iron-podcast. SummaryIn this episode of the Moving Iron Podcast, the team from Axon Tire discusses a footprint study they conducted with Iowa State University on the Alliance VF 750/60R46 tire. Before diving into the topic, they introduce themselves and their roles within the company. The study aimed to accurately measure the tire's footprint and compare it to other tire sizes. The results showed that the VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure and a similar footprint at road speed. The team emphasizes the importance of understanding tire technology and how it can benefit farmers regarding soil compaction, performance, and cost-effectiveness. They also highlight Axon's expertise and commitment to providing solutions backed by years of knowledge and collaboration with major tire manufacturers. The episode concludes with information on how to reach out to Axon Tire for further inquiries.Keywords#AxonTire, #footprintstudy, #AllianceVF 750/60R46 #tire, #IowaState University, #tiretechnology, #soilcompaction, #performance, #costeffectivenessTakeawaysThe footprint study conducted by Axon Tire and Iowa State University showed that the Alliance VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure.Farmers must understand tire technology to optimize soil compaction, performance, and cost-effectiveness.Axon Tire offers a wealth of knowledge and expertise backed by years of collaboration with major tire manufacturers.The company is committed to providing solutions and supporting their products to help farmers move more iron.Sound Bites"Anytime you can have a bigger footprint in a narrower width tire, it makes it much easier to put it on the road, stay in the right tracks in the fields, and put much less strain on the operator."Chapters00:00 Introduction and Team Introductions09:34 The Importance of the Footprint Study12:10 Understanding the Design and Benefits of the Alliance VF 750/60R46 Tire20:53 Exploring Engineering Possibilities and Customer Applications23:22 Axon Tire's Expertise and Commitment to Providing Solutions26:02 Closing Remarks and Contact InformationClick to Watch: https://youtu.be/NieN7yJKf5kPresented By @AxonTire Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

MIP #428 Presented By DIS - Data is the Low Hanging Fruit - With John AndersonMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode, John Anderson, an industry consultant and one of the original founders of PFW Systems, discusses the need for innovation in the equipment business. He emphasizes meeting customer expectations and creating a positive customer experience. John also highlights the potential of AI and data analytics in improving dealership operations and customer interactions. He urges dealerships to embrace disruption and adapt to the rapidly changing industry landscape. Overall, John emphasizes the need for dealerships to set high standards, leverage data, and collaborate with business system suppliers to stay competitive.TakeawaysDealerships need to embrace innovation and adapt to the changing industry landscape.Meeting customer expectations and providing a positive customer experience are crucial for success.AI and data analytics can improve dealership operations and customer interactions.Dealerships should set high standards, leverage data, and collaborate with business system suppliers to stay competitive.Chapters00:00 Introduction00:33 Background and Journey03:24 The Need for Innovation05:13 Disruptors in the Industry06:28 The Impact of AI09:05 Meeting Customer Expectations10:17 Utilizing Data for Predictive Maintenance11:26 Setting Customer Expectations13:01 The Importance of Customer Communication14:54 Creating a Positive Customer Experience16:36 Emulating Successful Companies20:19 Adapting to Changing Customer Expectations21:53 Collaboration with Business System Suppliers23:11 The Importance of Data and Visionary Roles25:02 The Need for Industry Investment26:23 The Lack of Innovation in Dealerships28:32 Harnessing the Power of Data31:09 The Rapid Pace of Change33:48 Preparing for Disruptions36:22 The Need for Innovation in Dealerships37:00 The Importance of Keeping Up with ChangeClick to Watch:https://youtu.be/G42c7KB90qQPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Shawn Hackett - The Decoupling of Commodities from the US Dollar?Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this conversation, Casey Seymour and Shawn Hackett discuss various topics related to commodities and the global economy. They touch on the recent USDA report, the cattle market, and the decoupling of commodities from the US dollar. They also explore the potential impact of geopolitical factors and the upcoming US elections on asset prices. Hackett emphasizes the need to pay attention to these factors and adjust trading strategies accordingly.Keywords#commodities, #USDA #USDAreport, #cattle #markets, #decoupling, #USdollar, #geopoliticalfactors, #USelections2024, #assetpricesTakeawaysThe April USDA report had little impact on the commodity market, but the following report incorporating new crop balance sheets will be more significant.The cattle market experienced a setback due to the avian flu scare, but it is stabilizing. Hackett predicts that the market will continue to trade within a range.Commodities are decoupling from the US dollar, which is unusual. Hackett attributes this to the geopolitical climate and the shift away from the US dollar as a reserve currency.The global economy is entering a period of chaos and uncertainty, which will impact asset prices. Hackett suggests that hard assets like metals, food, and energy will hold their value.The upcoming US elections and the divided views within the country could lead to civil unrest and further lack of confidence in the US dollar-based monetary system.Chapters00:00 Introduction and Discussion of Recent Events06:04 The Decoupling of Commodities from the US Dollar12:09 The Chaos and Uncertainty of the Global EconomyClick To Watch:https://youtu.be/oFyr4FSv46kPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP Markets with Chip Nellinger   The April USDA ReportMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryIn this episode of the Moving Iron Podcast, Chip discusses the recent market report on stocks and Indian stocks and the discrepancies in crop estimates between CONAB and the USDA in Brazil. He also talks about the stability in the cattle market after heavy losses and the positive outlook for the hog market. Chip shares his thoughts on the upcoming planting season and how it may affect corn prices. He also discusses the lack of bullish news coming out of Brazil and the factors that could potentially spark a rally in the market.Keywords#commodities, #markets #marketingreport, #stocks, #Endingstocks, #Brazil, #cropestimates, #CONAB, #USDA, #cattle #Cattlemarket, #hogmarket, #planting24 #plant24, #corn, #bullish #newsTakeawaysThe market report on stocks and Indian stocks showed minor changes, with a slight increase in domestic carryout beans and a decrease in corn carryout.The South American crop estimates from CONAB and the USDA have significant discrepancies, particularly in Brazil, which could impact export demand and world carryout.The cattle market has stabilized after heavy losses, and the hog market is performing well due to strong exports and the avian flu situation.The upcoming planting season may lead to a price break in corn if planters roll early, but the South American crop situation and cash market will also influence prices.There is a lack of bullish news coming out of Brazil, but the cash market and potential cuts in USDA numbers could spark a rally in the market.Chapters00:00 Introduction and Weather Update05:00 Stability in the Cattle Market10:22 Impact of Planting Season on Corn Prices16:00 Conclusion and Contact InformationClick To Watch:https://youtu.be/dBNpwNiSHHwPresented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com

MIP #427   The Reroute Game In Baltimore With Blake BinaMoving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.comMove More Iron with Fusable! Get your Free Demo athttps://info.ironsolutions.com/moving-iron-podcast.SummaryImportance of Baltimore Port for Roll-On Roll-Off (RoRo) Operations: The Baltimore port is crucial for RoRo operations, particularly for equipment like Caterpillar and Agco products. Baltimore's efficiency in handling RoRo cargo makes it a preferred port for exporters of such equipment. However, with the recent bridge collapse incident, the port's closure has significantly disrupted RoRo operations.Impact of the Bridge Collapse: The incident was caused by a ship hitting the Francis Scott Key Bridge, which closed the main channel and affected commercial vessel transit. The Army Corps of Engineers is underway with salvage and recovery efforts, but clearing the channel and removing debris may take several months.Diversion of RoRo Ships: Major RoRo carriers like Holglines have already diverted their vessels to alternative ports like Savannah, Brunswick, and Jacksonville. However, these ports may not have the same infrastructure and capacity to handle RoRo cargo efficiently, potentially leading to additional costs and delays for exporters.Challenges for Exporters: Exporters with cargo staged in Baltimore face additional costs and potential delays in retrieving their goods. The longer cargo sits in the port, the higher the port authority's parking fees. To mitigate delays and costs, exporters may need to consider alternative ports and transportation methods, such as flat racks.Short-Term Bottlenecks: The closure of the Baltimore port has created short-term bottlenecks at alternative ports, leading to potential delays of two to three weeks for inbound vessels. The diversion of cargo and the strain on infrastructure at alternative ports may cause additional delays and challenges for exporters and importers.Long-Term Impact: While short-term delays are expected to be resolved as carriers implement contingency plans and increase capacity, long-term effects on cargo flow and logistics chains remain uncertain. Exporters and importers may face ongoing challenges in securing space on RoRo vessels and managing transportation costs until the Baltimore port resumes entire operations.Keywords:#Baltimore #portofbaltimore #RoRooperationsdisruption #FrancisScottKeyBridge #AlternativeportsforRoRoshipping#Exporterchallenges #Cargodelays #Transportationlogisticsdisruptions#Portclosures #supplychain #Shorttermbottlenecks #LongtermlogisticsimplicationsClick To Watch:https://youtu.be/LvdzgWMoKu8Click To Listen:Presented By @AxonTire @AgDirect @IronSolutions @EDAdata @Fusable @ValleytransincMusic By: @TalbottBrothersHost: @casey9673#agequipmentbusinesstal #letsgomovesomeironContact Me at:MovingIronLLC.commovingironpodcast@movingironpodcast.com