338: Last Week’s Selloff Has Us Asking: Is the Cattle Market Crashing? With Samantha Cozza-Wright

342: The Fundamentals Are Bullish... So Why Is the Cattle Market Falling? with Samantha Cozza-Wright

On today’s episode of the podcast, Lauren is joined by Samantha Cozza-Wright for another cattle market update as volatility continues to dominate the conversation across cattle country. The two break down softer feeder cattle prices, uncertainty in the futures market, drought-driven calf movement, consumer beef demand, and the big question many producers are asking right now: are we actually expanding the U.S. cattle herd or simply maintaining it? Samantha also shares her thoughts on beef demand, market risk, and why producers need to be thinking strategically about protecting profitability in one of the most volatile cattle markets in history. Connect with Samantha:Email - samantha@cattleusainsurance.com Phone - 785-940-5533 CattleUSA Insurance - https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m [https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m] ⁠CattleUSA Website - https://www.cattleusa.com/ [https://www.cattleusa.com/] CattleUSA App IOS: https://apps.apple.com/us/app/cattleusa/id1673147759 [https://apps.apple.com/us/app/cattleusa/id1673147759] CattleUSA App Android: https://play.google.com/store/apps/details?id=com.edgarmcbee.cusamobile&pcampaignid=web_share [https://play.google.com/store/apps/details?id=com.edgarmcbee.cusamobile&pcampaignid=web_share] Facebook - https://www.facebook.com/cattleusamedia [https://www.facebook.com/cattleusamedia] Instagram - https://www.instagram.com/cattleusa.media/ [https://www.instagram.com/cattleusa.media/] Subscribe to our newsletter - https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9g [https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9g] CattleUSA Media - https://www.cattleusamedia.com/ [https://www.cattleusamedia.com/] Lauren’s Instagram - https://www.instagram.com/_laurenmoylan/ [https://www.instagram.com/_laurenmoylan/] Lauren’s Youtube - https://www.youtube.com/@Showboatmediaco [https://www.youtube.com/@Showboatmediaco] The Next Generation Podcast Website - https://www.thenextgenag.com/ [https://www.thenextgenag.com/] Key Takeaways: * Volatility continues to be the defining theme of the cattle market * Feeder cattle prices have softened after rapid spring rallies * Futures markets remain disconnected from short-term cash market signals * Consumer beef demand remains stronger than many expected * Retail beef movement continues supporting the market * New World Screwworm concerns remain on producers' radar * Drought conditions are pushing more calves to market earlier than normal * Questions remain about whether the U.S. cattle herd is truly expanding * Cow slaughter continues trending lower while heifer retention increases * Risk management becomes increasingly important as cattle values rise Chapters: 01:30 Rainfall across cattle country and drought relief 03:00 Why cattle markets remain extremely volatile 05:00 Feeder cattle weakness and futures market concerns 07:00 New World Screwworm rumors and market implications 08:30 Cash cattle, packers, and beef demand 11:00 Why retail beef demand remains surprisingly strong 13:00 Early calf movement and drought pressure 15:00 Are we actually expanding the U.S. cattle herd? 17:00 Cow slaughter, heifer retention, and future supply 19:00 Why profitability still comes with major risk 21:00 Protecting cattle values in a volatile market 22:00 Final thoughts and market outlook cattle market, cattle market update, Samantha Cozza-Wright, feeder cattle market, cattle futures, live cattle futures, cattle prices, beef demand, cattle industry, ranching, cow calf producers, drought and cattle, cattle herd expansion, heifer retention, cow slaughter, New World Screwworm, beef market outlook, feeder cattle prices, cattle volatility, risk management, LRP insurance, cattle producers, livestock markets, beef industry, ranch management, cattle market news, agriculture podcast, cattle cycle, beef demand outlook, cattle market analysis, livestock industry, U.S. cattle herd, cattle economics, ranching podcast, beef production

341: Drought Doesn’t Ruin Ranches Overnight… Bad Decisions Do

On today’s episode of the podcast, Lauren tackles one of the toughest realities facing cattle producers across the country: drought. More specifically, the decisions drought forces producers to make. From stocking rates and pasture management to culling decisions, body condition scores, feed costs, and cash flow, Lauren breaks down the mistakes that often cost ranches the most—not because they were made, but because they were delayed. This episode is a practical look at protecting your operation, preserving flexibility, and making difficult decisions before drought takes away your options. Links: CattleUSA Insurance - https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m [https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m] ⁠CattleUSA Website - https://www.cattleusa.com/ [https://www.cattleusa.com/] CattleUSA App IOS: https://apps.apple.com/us/app/cattleusa/id1673147759 [https://apps.apple.com/us/app/cattleusa/id1673147759] CattleUSA App Android: https://play.google.com/store/apps/details?id=com.edgarmcbee.cusamobile&pcampaignid=web_share [https://play.google.com/store/apps/details?id=com.edgarmcbee.cusamobile&pcampaignid=web_share] Facebook - https://www.facebook.com/cattleusamedia [https://www.facebook.com/cattleusamedia] Instagram - https://www.instagram.com/cattleusa.media/ [https://www.instagram.com/cattleusa.media/] Subscribe to our newsletter - https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9g [https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9g] CattleUSA Media - https://www.cattleusamedia.com/ [https://www.cattleusamedia.com/] Lauren’s Instagram - https://www.instagram.com/_laurenmoylan/ [https://www.instagram.com/_laurenmoylan/] Lauren’s Youtube - https://www.youtube.com/@Showboatmediaco [https://www.youtube.com/@Showboatmediaco] The Next Generation Podcast Website - https://www.thenextgenag.com/ [https://www.thenextgenag.com/] Key Takeaways: * Drought is a trend, not a single event * Waiting too long to act often creates the biggest losses * Overstocking during drought can impact pasture productivity for years * Early culling creates more flexibility and often better financial outcomes * Feed costs must be evaluated against long-term production value * Body condition loss today affects next year's calf crop * Overgrazing damages both current and future forage production * Protecting pasture health should remain a top priority * Financial stress from drought can last years beyond the weather event itself * The best operators focus on preserving options and flexibility Chapters: 00:00 Why drought exposes decision-making 01:20 The danger of waiting for rain 03:10 Stocking rate mistakes and pasture damage 05:00 Why timing matters when culling cows 07:00 Feed costs versus herd reduction decisions 09:00 Body condition score and reproductive performance 11:00 The long-term cost of overgrazing 13:00 Financial pressure during drought 15:00 Emotional decision-making and common traps 17:00 How successful ranchers approach drought 19:00 The one question every producer should ask 21:00 Final thoughts on protecting options and flexibility drought management, cattle drought, ranch drought planning, cattle producers, stocking rates, overgrazing, pasture management, drought decisions, cow culling, herd reduction, feed costs, hay prices, body condition score, cattle reproduction, ranch profitability, grazing management, ranch management, drought strategy, cattle industry, beef industry, cow calf operation, drought preparedness, forage management, ranch economics, livestock management, cattle podcast, ranching podcast, drought recovery, pasture recovery, drought planning for ranchers, cattle operation management, beef producer resources, grazing pressure, ranch cash flow, drought and cattle production

340: What 44 Days Around the World Taught This Nebraska Rancher with Jaclyn Wilson

On today’s episode of the podcast, Lauren is joined by Nebraska cattle producer Jaclyn Wilson for a wide ranging conversation about ranch succession, global agriculture, international beef production, and the future of the U.S. cattle industry. Jaclyn shares how her family’s Nebraska Sandhills operation has evolved through innovation, direct to consumer beef sales, international genetics, and a willingness to think differently. The conversation also explores lessons learned from traveling the world, why producers everywhere face many of the same challenges, and how staying open to new ideas may be one of the most important traits for the next generation of cattle producers. Links: Jaclyn's Facebook: https://www.facebook.com/flyingdiamondgenetics/Flying Diamond Beef: https://www.flyingdiamondbeef.com/aboutFlying Diamond Ranch IG: https://www.instagram.com/wilsonflyingdiamondranch/?hl=enCattleUSA Insurance - https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m⁠CattleUSA Website - https://www.cattleusa.com/CattleUSA App IOS: https://apps.apple.com/us/app/cattleusa/id1673147759CattleUSA App Android: https://play.google.com/store/apps/details?id=com.edgarmcbee.cusamobile&pcampaignid=web_shareFacebook - https://www.facebook.com/cattleusamediaInstagram - https://www.instagram.com/cattleusa.media/Subscribe to our newsletter - https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9gCattleUSA Media - https://www.cattleusamedia.com/Lauren’s Instagram - https://www.instagram.com/_laurenmoylan/Lauren’s Youtube - https://www.youtube.com/@ShowboatmediacoThe Next Generation Podcast Website - https://www.thenextgenag.com/ - Ranch succession requires difficult conversations and long-term planning - Global agriculture is more connected than most producers realize - Beef producers around the world face many of the same challenges - International travel can create valuable perspective and opportunities - Direct-to-consumer beef continues creating new business opportunities - The U.S. beef industry remains a global leader in efficiency- Producers should stay open-minded to innovation and new ideas - Economics and efficiency are critical to long-term industry success - Sharing agriculture's story remains one of the industry's biggest responsibilities - Learning from other producers can strengthen operations for future generations Chapters: 00:00 Introduction to Jaclyn Wilson and the Nebraska Sandhills 01:00 Returning home to the family ranch 08:30 Direct-to-consumer beef and building new revenue streams 10:00 Why global agriculture matters to local producers 12:00 Traveling the world through the Nuffield program 15:00 Lessons from agriculture in Asia, Africa, and Europe 18:00 How travel changed the ranch’s mindset and management 24:00 Why producers need humility and a willingness to learn 27:00 Efficiency, economics, and the future of the beef industry 31:00 The biggest challenges facing cattle producers today 34:00 Final thoughts on innovation, leadership, and opportunity Jaclyn Wilson, Nebraska cattle producer, Nebraska Sandhills ranching, beef industry, cattle ranching, ranch succession, direct-to-consumer beef, global beef industry, international agriculture, Nuffield scholarship, cattle genetics, Uruguay cattle, agriculture travel, beef exports, cattle producer leadership, Nebraska ranch, ranch management, beef marketing, sustainable beef production, cattle industry innovation, agriculture leadership, livestock production, cow calf operation, beef business, agricultural economics, cattle industry podcast, ranch succession planning, future of beef, cattle industry efficiency, agriculture innovation, ranching podcast, women in agriculture, beef production, global agriculture, Nebraska cattle industry, cattle producer education

339: The Summer Weather Warning Every Cattle Rancher Needs to Hear with Gary Lezack

On today’s episode of the podcast, Lauren is joined once again by meteorologist Gary Lezak to break down what cattle producers and agricultural operations should expect from the weather pattern as we move deeper into summer and toward fall. Gary explains the current weather setup across cattle country, ongoing drought concerns in parts of the Plains, the potential for summer heat waves, and why there is already so much buzz around El Niño. The conversation also dives into Gary’s long-range weather forecasting model, the LRC, and how producers can use long-term weather trends to better prepare for heat stress, moisture patterns, and operational decision making in the months ahead. Links:Weather 20/20 Dashboard Discount⁠ - https://www.weather2020.com/partner/cattle-usa [https://www.weather2020.com/partner/cattle-usa] Substack - https://weather2020.substack.com/ [https://weather2020.substack.com/] The Global Predictor App ⁠- ⁠https://www.weather2020.com/global-predictor-mobile-app [https://www.weather2020.com/global-predictor-mobile-app] Youtube⁠ -https://www.youtube.com/@Weather2020 [https://www.youtube.com/@Weather2020] Follow Gary on X ⁠- https://x.com/glezak [https://x.com/glezak]  CattleUSA Insurance - https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m [https://info.cattleusainsurance.com/l/1102253/2025-06-04/288f5m] ⁠CattleUSA Website - https://www.cattleusa.com/ [https://www.cattleusa.com/] Facebook - https://www.facebook.com/cattleusamedia [https://www.facebook.com/cattleusamedia] Instagram - https://www.instagram.com/cattleusa.media/ [https://www.instagram.com/cattleusa.media/] Subscribe to our newsletter - https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9g [https://www.cattleusa.shop/products/cattleusa-drive-premium-daily-newsletter?utm_source=ig&utm_medium=social&utm_content=link_in_bio&brid=YWdncwFNXt0EmdzFy5cJJBp84J9g] CattleUSA Media - https://www.cattleusamedia.com/ [https://www.cattleusamedia.com/] Lauren’s Instagram - https://www.instagram.com/_laurenmoylan/ [https://www.instagram.com/_laurenmoylan/] Lauren’s Youtube - https://www.youtube.com/@Showboatmediaco [https://www.youtube.com/@Showboatmediaco] The Next Generation Podcast Website - https://www.thenextgenag.com/ [https://www.thenextgenag.com/] Key Takeaways:- Gary says the current weather pattern is still tracking very close to schedule- Severe weather season is beginning to wind down as summer approaches- Heat stress and disease pressure will become major concerns for cattle producers this summer- Early to mid-August could bring one of the strongest heat waves of the summer- Drought conditions are still significant across parts of Colorado, Nebraska, and the southern Plains- El Niño is developing, but Gary says it is still in its early stages- The media hype surrounding a potential “super El Niño” may be premature- Long-range forecasting tools can help producers prepare for wet and dry periods weeks in advance- Hurricane activity could be slightly below average this year if El Niño strengthens- Weather remains one of the biggest variables affecting agriculture and cattle operations every year Chapters:00:00 Introduction + Summer weather outlook for agriculture01:00 Gary’s cross-country road trip adventure04:45 California storms and the repeating weather pattern06:20 The LRC weather cycle explained07:15 Severe weather season winding down09:00 Drought conditions across cattle country10:00 Summer heat waves and cattle stress concerns11:20 How producers can use long-range weather forecasting12:00 Breaking down El Niño and why it matters14:00 Hurricane season outlook and tropical storm potential15:00 Summer rainfall expectations and drought persistence16:30 Final thoughts on preparing for summer weather risks Gary Lezak, weather forecast, agriculture weather, cattle weather forecast, El Niño, summer heat wave, cattle heat stress, drought conditions, long-range weather forecast, LRC weather model, Weather 2020, cattle country weather, agricultural forecasting, severe weather season, moisture outlook, summer drought, cattle operations, farming weather, ranch weather, Plains drought, weather pattern, climate outlook, Kansas weather, Nebraska drought, Colorado drought, hurricane season forecast, agricultural podcast, cattle producer resources, farming conditions, weather and agriculture

338: Last Week’s Selloff Has Us Asking: Is the Cattle Market Crashing? With Samantha Cozza-Wright

On today’s episode of the podcast, Lauren is joined once again by Samantha Cozza-Wright to break down last week’s volatile cattle market selloff and answer the question many producers are asking right now: Is the cattle market crashing? The conversation dives into feeder cattle volatility, the recent Cargill labor situation, drought-driven placements, cash cattle fundamentals, and why Samantha believes the cattle market still has strong long-term support despite recent fear and headline-driven trading. Lauren and Samantha also discuss consumer beef demand, cattle market resilience, New World Screwworm concerns, and what producers should realistically expect heading into summer. Connect with Samantha:Email - samantha@cattleusainsurance.com Phone - 785-940-5533Links:Nominate or request to be a guest - forms.gle/fRkvzRenh7mqkDXV7 CattleUSA Insurance - https://info.cattleusainsurance.com/l... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHpPeHdHeWNWalhpSWttNjVYSW1yLVE0Tm5WUXxBQ3Jtc0tsa1J5U3Q3TzR3bFlnR0VwZ3hwWFhLUlRuclVhQkh2MnRGeVp1dTFVa2FqNGZIUDFfenFTdTRJbVFUZVZFZDEwOHRHcmktaHFEZWFKZHBMR2JERlRteEZ4RVUyX0xBbU04NjNKbXJTanlnTkpKeml2WQ&q=https%3A%2F%2Finfo.cattleusainsurance.com%2Fl%2F1102253%2F2025-06-04%2F288f5m&v=AzRJXyQFIW8]⁠CattleUSA Website - https://www.cattleusa.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXpSdEVTcGRObjJUWmwyZjI0bWZ2SWZVbzYxZ3xBQ3Jtc0tuMVhZNmhrRkZ0ZmxYUWJJZ25IYy0yQlBBc1htRUdVV1AyWGhpdlpNdENqUFN3cE1zWGV5TEFaemR4MEdPbkZKQmwxa3NxSzFaLUxWeVhuV1JhamVMcGNoSU9UbXA1b1RRRUV3WHBsNWh1eVBHQXRTQQ&q=https%3A%2F%2Fwww.cattleusa.com%2F&v=AzRJXyQFIW8]Facebook -   / cattleusamedia   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbDBGaUtQRDBkUC1QcHZ4dHJsUGJtMWxaVXNQUXxBQ3Jtc0tuNkJibTduU3hTZHZRN0pySlNrUXJjajd0MFdwRnRLR25MQXpQX1A5eW8zMHh2cFRKakRIV2hrUmFFakxNaGxXMlE1clZlRmhzN0tqSGc1Z3dkRXY2Ti1nTjdZV01EMlhYQUtuX0paYWtwdWtsV29fcw&q=https%3A%2F%2Fwww.facebook.com%2Fcattleusamedia&v=AzRJXyQFIW8]Instagram -   / cattleusa.media   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWpvUWRIY1VYZTZDb08yWGtudUdBZzZScUJDQXxBQ3Jtc0ttVk83TmZReGUwRGNYVXZUVDZ1NmtHc0wxV1FqS2xpNFc1RDBoYmlnbWNTUm13UlpzWEFyWWNiRm1MWEJTVHk4anVOeUY2OTRmRzkyQlhBT0hsd3Z0REw2WXRlRHBkNHdLSGwzQ2czbjlRNkRfaFJtQQ&q=https%3A%2F%2Fwww.instagram.com%2Fcattleusa.media%2F&v=AzRJXyQFIW8]Subscribe to our newsletter - https://www.cattleusa.shop/products/c... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkZtYXJWVE9USjdIYWtVVmozcFB1TVBFamxXUXxBQ3Jtc0tud3Z1X0tWVEYzSzBFaVdTWXducDdfcGt0Xy1wN3g5WUVOS1hJdFVzVW1JV2V2MTh4Ylc5X2NSa3NUSk8yWnlvb0FRWXJGSEdqWHhaNXhBd3pOSnYtRnNLa2dzRkdRb1J2R3gxWENRaXc1Z0lLd2RQOA&q=https%3A%2F%2Fwww.cattleusa.shop%2Fproducts%2Fcattleusa-drive-premium-daily-newsletter%3Futm_source%3Dig%26utm_medium%3Dsocial%26utm_content%3Dlink_in_bio%26brid%3DYWdncwFNXt0EmdzFy5cJJBp84J9g&v=AzRJXyQFIW8]CattleUSA Media - https://www.cattleusamedia.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVBvR0ZHUzM4a2RoeE9XZ3AxN2YyQm9NNFN6UXxBQ3Jtc0tsSVhld1FSRVM2Q2lfOFFSbGNVeUp2bGxNdUNCOHQxemxIelh2YUE3S0VuVkQ3em9mWHppTjBOb01UWXJPX3dsNW9fak1mckNNamVVR1lPS1JfNkJxNDloQTU5UktsWWFGWlYtcEpPb3N3XzZEcXdXcw&q=https%3A%2F%2Fwww.cattleusamedia.com%2F&v=AzRJXyQFIW8]Lauren’s Instagram -   / _laurenmoylan   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbS16X2lzSXFaeUp4d3lQMGhsQVpKTklBbXBpd3xBQ3Jtc0trV0RfTWp6VzlMTVRPLXFxSU9jQlBVYkRTM08zN3JVcWZPUmpEUXp5LUVQRWVqaUJEYmpuZEtQbFIybTRFd0pBc0dDRXBSMGpBT2xvdUZjdWI0aWItUl9Idk5FeTAzRklrN2hiazVGRFdPdUNKRjVsTQ&q=https%3A%2F%2Fwww.instagram.com%2F_laurenmoylan%2F&v=AzRJXyQFIW8]Lauren’s Youtube -    / @showboatmediaco   [https://www.youtube.com/channel/UCp6TtsZiqDsIZqZ2KJ5SwJA]The Next Generation Podcast Website - https://www.thenextgenag.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazh6TmZwS1hma3Zfa1V1OWJERE9WUjI2d1Zyd3xBQ3Jtc0tueU14OFJKUUxHN0hxXzJIcmo1aVk3YWZFd1htUWh2U3Z2RkJ2aEh6bGMzaXNqN3lLd1BHQmdoNmd2YlJoR2pzRVNVTm9LYkgwN1lyQWJnOHY2cHhKb3ZSUjhjS2JxTGs3czdfYlJaSnZ3R25ZdEwzOA&q=https%3A%2F%2Fwww.thenextgenag.com%2F&v=AzRJXyQFIW8] Key Takeaways: * Last week’s cattle market selloff was heavily influenced by fear and headlines * Labor disruptions at the Cargill Fort Morgan plant added pressure to the market * Many processing plants are still operating below full slaughter capacity * Futures market volatility continues increasing as prices remain historically high * Drought conditions and wildfire losses are influencing cattle placements * Some producers are marketing calves early due to feed and grass concerns * Beef demand remains a major source of strength for the cattle market * The U.S. cattle industry continues adapting through improved efficiency and carcass performance * Samantha does not believe this is currently “the beginning of the end” for the cattle cycle * Producers should continue watching volatility closely while focusing on long-term fundamentals Chapters: 00:00 Introduction + Is the cattle market crashing? 01:20 Kansas weather, planting season, and drought conditions 02:00 Breaking down last week’s cattle market selloff 03:30 Cargill labor disputes and processing plant concerns 05:45 Why processing slowdowns may not be as damaging as headlines suggest 07:00 Volatility, fear trading, and futures market pressure 09:15 Cattle on Feed Report breakdown and drought placements 11:15 Why producers are selling calves earlier than normal 12:00 U.S. beef production efficiency and industry adaptation 13:15 Is this the beginning of the end for the cattle market? 15:00 New World Screwworm concerns and border speculation 17:00 Final thoughts on resilience in the cattle industry cattle market crashing, cattle market selloff, Samantha Cozza-Wright, cattle market volatility, feeder cattle market, live cattle futures, cattle prices, cattle industry podcast, beef demand, Cargill Fort Morgan, processing plant strike, drought cattle market, cattle on feed report, feeder cattle prices, cattle market news, ranching podcast, cattle market update, beef industry trends, livestock markets, cattle producers, New World Screwworm, cattle border concerns, beef production, livestock industry, cattle market analysis, Kansas cattle industry, cattle cycle, beef demand outlook, agriculture podcast, cattle futures market