Drift & Return

Episode 19 - Cash and Time Travel

Rodney and Gabe are joined by lender Jacob Chapman for some discussion around NPV and better understanding what Jacob on the banking side really digs into before underwriting a loan. Some technical difficulties on this one so it's a bit more edited than normal If you're interested in our take on Iran and current markets the TL;DR is Rodney and Gabe remain wary but hopeful.  How can the duo hold both views at the same time?  They're human, contain multitudes and may in fact contradict themselves from time to time.

Episode 18 - Our old friend volatility

Rodney and Gabe talk with Matt Webster from River Valley Cooperative.  Overall a good chat on how to position yourself in a market that's opening up a little bit and creating moments where you can lock some expected profit.  We also reflect a bit on some of the "free money" opportunities we've seen come up over the years and the dangers those posses.  Rodney and Gabe also claim to have a plan to have some more consistent podcasts again - we'll see if they're able to execute  You can reach Matt at - mwebster@rvc.ag [mwebster@rvc.ag] and Rodney at rodney@clearviewcommodities.com [rodney@clearviewcommodities.com]

Episode 17 - Droids helping everyone from Jedi to Farmers

Rodney & Gabe are joined by crop Insurance Agent - Ryan Leifheit to discuss some of the biggest changes in crop insurance as a result of 2025 legislation (OB3).  Rodney and Gabe close with this sentiment, but crop insurance is where every risk management plan in the US begins - not using crop insurance, when you can, is throwing away some of the biggest subsidies US farmers have access to.  The 2026-27 program is one of the more generous we've seen in the programs current edition. If you're looking to better understand how to optimize the choices in front of you Ryan is ready to assist - you can email him at rleifhe@1stfarmcredit.com And as usual if you're looking for help on crop marketing, and understanding how those crop insurance decisions impact how you approach grain marketing reach out to Rodney - -rodney@clearviewcommodities.com [-rodney@clearviewcommodities.com]   One day soon we may stumble on what Gabe can help with, but as for now, the search continues

Episode 16 - A good old catchup

After an end of year break, Rodney and Gabe catchup on how they spent the holidays but also venture back into risk management territory, covering how time should be part of your marketing plan and some specifics on how to work around it.

Episode 15 - We do not count elephants

Rodney and Gabe get a chance to talk with Yasha Protnoy of EarthAcre about how a technologist create solutions for corralling data from the physical world that doesn't smoothly lend itself to systematic integration - in this case where government managed title searches aren't the norm for determining land ownership.  We also talk about EarthAcre's unique and intuitive approach to assessing biodiversity, that creates an alternative path to evaluating ecosystem health and diversity.