242: Inside the Cattle Market: Strong Cash, High Break-Evens, and Why You Can’t Get Comfortable with Dan and Samantha
Lauren sits down with Dan and Samantha for a no-nonsense cattle market check-in as January gets underway. Cash markets are strong, grazing cattle and replacements are on fire, and futures finally made a move higher. But beneath the rally are high feedlot break-evens, questionable government data, grain market frustration, and real risks tied to packer leverage, imports, and policy decisions. This episode breaks down what’s actually happening, where optimism is justified, and why producers need to use this market, not assume it will last.
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