Latest / CattleUSA Daily / 293: Cattle Markets Look Strong but There’s Still a Lot Working Against Producers w/ Dan & Samantha
Transcript
- 0:00In today's episode with Dan and Samantha, we are bringing you
- 0:02guys yet another market analysis episode covering everything that
- 0:07happened in the cattle market over the past week.
- 0:09And I'm reporting to you guys from South America.
- 0:12I am in Brazil with a leadership group that I'm a part of for the
- 0:17next few days. I've been here for about 5 days
- 0:20now and I'm here for about 6 more, traveling Brazil, talking
- 0:23about a Brazilian agriculture, just seeing all of the different
- 0:26nuances that is Brazil. And so we have a really fun
- 0:29conversation conversation at the end of the podcast on some
- 0:31things that I've seen learn and all of the things in between as
- 0:35well. Before we hop into today's
- 0:37podcast episode with Dan and Samantha, if you're watching on
- 0:39YouTube, make sure you take a second to hit subscribe and like
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- 1:05on this podcast each and every day.
- 1:08Without further ado, let's go ahead and hear from Dan and
- 1:10Samantha. Welcome to the Cattle USA Daily
- 1:16Podcast, your go to source for the latest livestock markets,
- 1:20industry insights and the updates shaping agriculture
- 1:22today. I'm your host, Lauren Moylan, a
- 1:25passionate advocate for agriculture here to keep you
- 1:27informed and connected. Now let's dive into today's
- 1:31episode. Dan, Samantha, welcome back to
- 1:38the podcast. How how are you guys?
- 1:41How's life been in the States? Life is great, Yeah, The weather
- 1:45is turning. Feels like we've got winter
- 1:47behind us. So yeah, life is good.
- 1:50Yeah, not too bad. Been high 80s nineties in
- 1:53northwest Kansas. Had a lot of people getting
- 1:55their boats out on the lake last weekend.
- 1:57As you can tell, not me. I will be staying in a
- 2:00sweatshirt until temps break 100° because I'm just that cold
- 2:03blooded. But yeah, all jokes aside, I
- 2:06mean, droughts been really, really bad.
- 2:08I mean, if we don't get some rain before summer and people
- 2:10start turning out cattle to pasture, it's going to be really
- 2:12bad. But yeah, temps about 70 head
- 2:16away from being done with calving season, so yeah, going
- 2:20good. Oh, exciting.
- 2:21I love it. Well, I will try it and send
- 2:23some of this Brazilian rain up to you guys because they were
- 2:27talking about their yearly rainfall here or just like daily
- 2:30rainfall here. I think they were saying the
- 2:32other day that they got like 10 inches in one day here.
- 2:37I yeah, I will be sending all of that N if at all possible
- 2:41because it has been hot, humid and we haven't gotten rained on
- 2:44thus far. But I know it's, I know it's
- 2:47coming around the corner for us. Oh wow, that's wild.
- 2:52Which the the guy that you have on can probably talk a little
- 2:56more about this, about the weather, but I heard that we
- 2:58were supposed to maybe get some April showers from some pretty
- 3:02reliable sources, but everybody was saying it was going to come
- 3:05with a lot of hail. So I don't know.
- 3:07Don't forget that old 90 day rule.
- 3:09We had a bunch of fog right around New Year's.
- 3:11So don't forget the old ad, the old wives tales.
- 3:14Is it wives tales? Wife Tales.
- 3:16I've always been wives, wives tale.
- 3:20Wise tales. Did the wife come up with it?
- 3:22Did a bunch of wives sitting around come up?
- 3:24How does that I don't get. Anyways, back to markets, yeah.
- 3:27Well, on the topic of markets, what have we been seeing over
- 3:31the past week, guys? Chop City.
- 3:33Chop City Grain Chop City. Cattle hogs getting pummeled.
- 3:37Chop City equities breaking below that 200 day moving
- 3:41average. Last time we talked about just
- 3:43Chop City everything. A lot of uncertainty still
- 3:45issues going on in Greeley even though they're killing now.
- 3:48There's rumors about Fort Morgan.
- 3:50All rumors. Just Chop city.
- 3:52Feels like the market wants to go higher as far as futures but
- 3:56can't until we clear up some of these issues.
- 3:58Feels like grains wanted to get wrecked but they can't.
- 4:02It's Chop City. Yeah, for sure.
- 4:05Volatility is definitely a given.
- 4:07I get really tired of using that word, but that's just the
- 4:10reality of it. I mean, we pounded on it for
- 4:12months, but that's short and sweet.
- 4:14Call a spade a spade. Reality is we're trading
- 4:16headlines sometimes, you know, two or three different headlines
- 4:19in a day. I think that volatility a factor
- 4:22alone, you know, like Dan said, I think futures want to go
- 4:25higher, but volatility is being kind of the dog at the our
- 4:28ankles. And it makes it really, really
- 4:29hard to really even develop a strong opinion looking 60 days
- 4:32into the future when, like I said, future want to trade two
- 4:36or three different headlines in a day.
- 4:37So I think it was really encouraging last week to see
- 4:40feeders for cattle on the futures board finish higher for
- 4:43the week because of all that push and pull motion.
- 4:45It was encouraging to see them actually finish higher even with
- 4:49all that volatility. Sale barns are pretty much
- 4:51either steady or higher. So good to see that cash isn't,
- 4:54you know, suffering as a result. But just hoping those small
- 4:57moves and feeder cattle keep tallying up.
- 4:59I would really like to see futures be more supportive of
- 5:02higher cash and fat cattle market again, another dog our
- 5:05feet, you know, one of them anyway.
- 5:07So last week was mostly steady with the week before.
- 5:09I think the weighted average settled 16 cents lower than the
- 5:13week prior. But you know, my guess is the
- 5:16Packer probably uses some of these heavier cattle as leverage
- 5:19to keep the ball in their court and keep them profitable.
- 5:22But you know, there was a lot of light trade and some higher
- 5:25slaughter this week. So I think it's inevitable we we
- 5:28burn through some of these contract cattle.
- 5:30Supposedly JBS wasn't even buying cattle last week's.
- 5:32I think eventually they're going to have to come up to the plate.
- 5:35They're profitable. A lot of people are saying that
- 5:37they are statistically more profitable this year than
- 5:39they've been in past two years because of the games in box
- 5:41beefs. Yeah.
- 5:43I think just trying to weed out some of these headlines, some of
- 5:45the volatility. I don't know if we do that for a
- 5:47while. It seems like once you get past
- 5:50one headline, you're on to the next because there for a while
- 5:53it was a screw worm and then you didn't hear anything about the
- 5:55screw worm for a while. And if you did, it was, you
- 5:57know, something about the FDA proven a new drug or for to
- 6:01treat screw worm or larvae infestation or different things.
- 6:03But the market didn't really play off of it.
- 6:05And then it was higher beef prices and they played that out.
- 6:08And then it was Sid Miller looking for clout and then plant
- 6:11strikes and and now the biggest factor is the Iranian war and
- 6:15then equities and oil playing off of that.
- 6:17So yeah, I think it's encouraging to see that we're
- 6:20probably very close to resolution on this Iran deal.
- 6:23And obviously the markets will play off of that.
- 6:25I think if Iran doesn't negotiate, they're nuts because,
- 6:28I mean, at this point they're only hurting themselves.
- 6:30They either negotiate or we destroy their whole country.
- 6:33So. But yeah, I mean, just rumors
- 6:36surfacing all over the place. That's definitely the devil on
- 6:38her shoulder. And agree more, Samantha.
- 6:40Yeah, I made a great point there.
- 6:42It's been nothing but bad news since last fall.
- 6:44I mean, name one good thing that's happened since last fall.
- 6:47So yeah, it's it's a market that it almost feels like so many
- 6:52people are rooting to go lower, just the way it's trading, the
- 6:55way everybody acts. And I don't know, maybe she has
- 6:58one, one more run left inner. We'll see.
- 7:01Yeah, I think it's one of those situations where right now we're
- 7:04seeing it like you said, Samantha, one headline after
- 7:08another. And you hit the nail on the head
- 7:09there, Dan, too of like since last fall, it's been one thing
- 7:12and then the next, as soon as we get done with the new cycle on
- 7:15one thing that's hitting the market and absolutely bombarding
- 7:18it, we're on to the next thing with the new cycle, whether that
- 7:21be someone running their mouth or screw worm or war or fill in
- 7:26the blank with anything and everything that could possibly
- 7:28hit the cattle market. We've been, we've been kind of
- 7:31getting hammered since this fall.
- 7:32Nice part is we shrugged a lot of those black Swans off.
- 7:35I'm in the old cattle market, used to take those and you drop
- 7:38the market 1520% now seems like cash is king and cash shrugs it
- 7:43off. So let's hope we can hold on to
- 7:45that. You know, this March, April time
- 7:47frame, you see a lot of big yearling cattle in the fats.
- 7:51You know, those big yearlings get turned into fats.
- 7:53So, you know, as as we work through those the next month,
- 7:57then you come into the time period of May and June when
- 8:01well, new crop calves aren't quite ready and and we're
- 8:04running out of those big yearlings.
- 8:06The fear is that we don't run out of those big yearlings.
- 8:09You know, up until a week or two ago, our slaughter rate had me
- 8:13thinking we were backing up them big cattle.
- 8:16I if we can keep the Packers profitable for the next two to
- 8:20three weeks, that would be really, really encouraging to
- 8:22keep that, get that slaughter rate up, get burned through
- 8:24those big cattle, and then really make a, a setup possible
- 8:28for that May, June pop, but only time will tell for sure.
- 8:32Yeah. No, I I agree on all of those
- 8:34things. And I think it's one of those
- 8:36situations that like the cattle market typically does, we have
- 8:40been really resilient over the past few weeks.
- 8:42And it's really encouraging that no matter what is happening on
- 8:46the board and what traders decide to follow as far as
- 8:50headlines go that day, that cash is still winning out.
- 8:53And I think that that just continues to point back to our
- 8:55supply and demand and that basically economics are still at
- 8:59play here. And when you guys say things
- 9:02like let the cattle market do what the cattle markets going to
- 9:04do, this really is one of those testaments that goes straight to
- 9:08that and points to the cattle markets going to do what the
- 9:11cattle market is going to do. And we need to continue to let
- 9:13it be that way. Got to get out there to what is
- 9:15it April 6th or yeah, April 6th, 1st notice day.
- 9:22Then we find out what the board and the cash is going to do.
- 9:24So I'm looking forward to that date.
- 9:26Get past option expiration and see what happens.
- 9:29So like you say, you got to keep the package profitable to give
- 9:33them a reason to kill more. Just a lot of chop until then,
- 9:37I'm afraid. Very, very possible.
- 9:40Yeah. Yeah, I think it's also kind of
- 9:42unsettling just taking it a step back and looking at it from like
- 9:46a 3030 foot perspective and seeing kind of what's happening
- 9:49across the cattle industry as a whole, just outside of the
- 9:51markets and I'm in the economy altogether.
- 9:54I think it's pretty unsettling. You know, so many times we want
- 9:57to look 90 days into the future, but a lot of people with all the
- 10:00devastation across the plains and the major cattle producing
- 10:02states, you know, fires, drought, all these different
- 10:05things, a million plus acres burned as a result of all these
- 10:08fires. And a lot of people are just
- 10:09into tomorrow or next week and and try to make it things pencil
- 10:13out at these unseasonably high temperatures definitely aren't
- 10:16helping anything. As much as I'd love to root for,
- 10:19you know, 80° March, April, it's tough because you know, we're in
- 10:24high, high fire warnings as a result of it.
- 10:26And like I said, a million plus acres burned.
- 10:29So it's really tough. I mean, this season for one is
- 10:32great because we've seen a perfect example of how everybody
- 10:35comes together in industry to help one another when times are
- 10:38tough. But I don't think we're out of
- 10:40the woods yet and I think we're far from it.
- 10:42And like I said, it's going to be really, really tough when it
- 10:44comes time to turn out some of these calves on pasture if we
- 10:47don't get some rain and all these we don't got any grass
- 10:51from the fires and the drought and different things.
- 10:52And so Hayes likely going to be through the roof.
- 10:54A lot of tough realities looking into the future and so many
- 10:59people, you know, shrug it off that aren't living it
- 11:01day-to-day. But to the cattle industry is
- 11:03not one where you deal with a hardship for a month and then
- 11:06you play it out and that's it takes years to recover,
- 11:09sometimes even decades. We we're at a 70 year low in
- 11:12cattle supplies. And like I kind of mentioned in
- 11:15my commentary yesterday, contrary to what a lot of people
- 11:17might think in the Facebook comments, cattle don't fall out
- 11:20of the sky. We can't even get moisture to
- 11:23fall out of the sky, let alone cows.
- 11:25So you know, and grass doesn't grow back in a month.
- 11:27And another thing to fed chair, you know, they met last week and
- 11:30the Fed chair still refused to lower interest rates.
- 11:33Another I'll effective Mr. Biden's presidency.
- 11:36So interest rates, I mean, even though other things are building
- 11:39up a lot of devastation, tallying up interest rates are
- 11:42one of probably the biggest, if not the biggest thorns in our
- 11:45side. That 8% interest rate on the
- 11:47loan that you have on those cattle on those and not feed on
- 11:50that land payment on that, you know, lease payment, whatever.
- 11:54That adds up really fast and then it starts eating at your
- 11:56profit really, really fast. So a lot of tough realities.
- 12:00I saw a deal on Facebook the other day.
- 12:02I usually don't drink the Kool-aid that it was a real, but
- 12:05it kind of didn't really set well with me.
- 12:07I guess. I saw someone say if you're not
- 12:09making money on cattle this year, you shouldn't be in the
- 12:11cattle business. And it's like, well, first of
- 12:13all, I mean, that's pretty gutsy to speak on everyone's operation
- 12:16because everyone's operation is a little different.
- 12:18And it's like, yeah, cattle may be high, but the cost of
- 12:21production is sky high. And those people that buy and
- 12:24sell a lot of cattle too, they're hurting.
- 12:25We just talked about live cattle prices hurting.
- 12:28Your feed yards, especially their breakevens are still South
- 12:31of profit. So, you know, it's really,
- 12:33really tough. And the producers that are
- 12:35making money, great. We needed this run up the last
- 12:37few years to that, the years that we lost money or barely
- 12:39broke even. But it came with a lot of tough
- 12:42realities. Herd liquidation, drought rule.
- 12:45America isn't as big as it once was, and that's very unsettling.
- 12:48Yeah, you hit the nail on the head with every single one of
- 12:51those points, Samantha. Once again, it is one of those
- 12:55situations that I think we need to really put the emphasis on.
- 12:58Like what you said, everyone's cattle operation is different
- 13:01and we need to continue to remember that no matter what
- 13:04angle you're looking at it from. And because you do have to
- 13:07remember the entire entire supply chain of an animal,
- 13:10whether like from the time that it hits the ground to the time
- 13:12that animal gets processed at the end of their life or
- 13:15whatever their purpose is, whatever that pathway looks like
- 13:18for that animal. There are people at different
- 13:20sectors of that industry that might be winning right now and
- 13:23some that might not be. And I think that it's all a give
- 13:26and take throughout the entire industry.
- 13:29But it's one of those situations that sometimes we need to let
- 13:32ourselves take off a rose colored glasses a little bit and
- 13:35not be so focused on our certain sector or are certain sub sect
- 13:39or are certain thing that we do And remember that we are an
- 13:42entire US cattle industry as a whole and continue to focus on.
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- 14:33For more information go to www.gelvy.org.
- 14:37That is, is gelbvieh.org. Dan, what are we seeing on the
- 14:46grain markets? Same thing, chop, wide range of
- 14:49chop, you know you're moving the market and nickel to a dime a
- 14:52day back and forth, back and forth.
- 14:55You know, I was in the camp hedge, hedge hedge use this
- 14:58rally as an opportunity because this I ran the oil prices at
- 15:03these levels that could end all end very quickly.
- 15:07I'm starting to get a little bullish though.
- 15:09I don't know, I don't know this market, I don't know.
- 15:12Something's just sitting on my shoulder yelling me, hey, you
- 15:15buy a few courage calls. I don't know, looked at some $6
- 15:19calls here for a dime this morning.
- 15:21I don't think that's a bad play. That way if we get up to that
- 15:24five and a quarter 550 corn, you know, we can get edged.
- 15:29Same thing in the weed, same in the soybeans.
- 15:31It's all chop cities. I think everybody all eyes right
- 15:35now we're on equities, you know below that 200 day.
- 15:37If they continue to break lower, that's going to be a problem for
- 15:41live cattle, it's problem for hogs and and could be another
- 15:46boost higher in the grains. If you get a oil rocking, get it
- 15:49back up above 100, maybe that's the boost the grains need.
- 15:52A lot of ifs and all those statements, but that's the
- 15:54nature of the markets we're in right now.
- 15:56So don't be afraid to protect your downside.
- 15:58But at the same time, maybe look at some of those courage calls
- 16:01up there. 6 bucks for the just in case this drought holds on or
- 16:06expands. So yeah, a lot of a lot of chop.
- 16:10Dan I don't know if before this episode I could have defined
- 16:13what Chop City means, but now I feel like I have a solid
- 16:16definition of. Probably out of a bar or a
- 16:18Chinese restaurant in middle of Kansas somewhere.
- 16:23Yeah, Chop City. I love it.
- 16:25I love it. Dan, Samantha, anything else on
- 16:27the cattle markets that we haven't hit on today that we
- 16:30need to make sure that we touch on?
- 16:31I'm good. I love it.
- 16:33I love it. Well, I have been having a blast
- 16:35in Brazil. So I feel like I have to give
- 16:37you guys like a little Brazil update on what we've seen so far
- 16:41because next week I'll have a whole nother.
- 16:43We're here for 11 days total. And so we are officially are
- 16:47almost at our halfway point. We'll be at our halfway point
- 16:49tomorrow. We just switched regions in
- 16:52Brazil, so we were Sao Paulo, which is like South Central
- 16:55Brazil in a sense. So it's on the southern side of
- 16:59Brazil, but in the central part. And now we're in Fostiga Nosu.
- 17:02My pronunciation probably it on all of that, but that is
- 17:06southeast of there and this is the area.
- 17:10So we're right at the tip of Argentina, Paraguay and Brazil.
- 17:15So like I could leave my hotel and walk 5 minutes and hit both
- 17:20of those countries, which they actually said is very dangerous
- 17:23and not to do. So I can't say I'll be doing
- 17:25that. I will be after this podcast,
- 17:27going up to our hotel terrace bar and enjoying some
- 17:30cafferinas, which are the like drink of Brazil.
- 17:34Can report with full confidence that they are delicious.
- 17:37They're like, I don't even know how to describe them.
- 17:40They're made with a crap ton of lime.
- 17:41Like I think they put three whole limes in each of our
- 17:44drinks, a lot of ice, which I'm not complaining about, but it's
- 17:48made with their their version of rum.
- 17:51Like it's the best way I can describe it.
- 17:52Like it's not rum, but it's their version of rum.
- 17:54And it's kind of like a Margarita, but not and it's
- 17:58quite delicious. But that is that has been a
- 18:00wonderful take away. We are going to the Ignossi
- 18:04Falls tomorrow. And so that's one of the 11
- 18:07world wonders. Like they declared it like one
- 18:09of the new world wonders or whatever.
- 18:11So. It's 7.
- 18:13There's seven, but then they like declared more things and
- 18:17there's like a few more that got added or whatever.
- 18:19It's not one of the world wonders, but it got added.
- 18:22Whatever. It's this area where there's
- 18:24like 270 waterfalls that all like fall into this one area.
- 18:29And so like you look around and it's like waterfalls all
- 18:32surrounded and it's really cool. So we're going to go to that
- 18:36tomorrow. But so far we have seen a coffee
- 18:39plant operation which a coffee bean operation which was really
- 18:44sinking. Cool to see they had 2700
- 18:46continuous acres at this one place of coffee production.
- 18:50Fun fact, they Co plant young coffee bean trees with corn
- 18:57because the corn shades the coffee beans while they're young
- 19:01and provides them the protection that they need and like some
- 19:04rejuvenation for the soil. So there's a lot of corn here as
- 19:07well. Yes, it's very interesting.
- 19:10I've got some really good photos of it.
- 19:11And then lots of soybean production here, obviously, but
- 19:14the region that we're in and they're not harvesting like
- 19:17soybeans have already been harvested in this region.
- 19:20So haven't really seen much of that, but went to a fresh flower
- 19:26farm. So like they do cut flowers.
- 19:28Very interesting to see. Again, not something we really
- 19:30have in the States. So interesting concept to see.
- 19:33Gosh, what else have we done? Oh, we went and saw a sugar cane
- 19:37operation, which was unique. I am.
- 19:41I will acknowledge my lack of knowledge around just other
- 19:45products that we don't grow in the United States.
- 19:47Point Blake, Period. I did not realize that sugar
- 19:50cane was like 20 feet tall. Like this plant is massive,
- 19:55absolutely massive. And I had no idea.
- 19:57So that was cool because it was they do a ton of like sugar gain
- 20:01things like they do all of the, I will say they were speaking
- 20:04about 6° more than what I have while we were there because they
- 20:08do all the bioengineering and making different breeding and
- 20:12all of that stuff for sugar cane.
- 20:14It was really cool to see. They're not educated enough to
- 20:16know what they were talking about, but it was cool
- 20:18nonetheless. And today we have been traveling
- 20:21all day. So that's Brazil, that's
- 20:23Brazilian agriculture. What I know they get a crap ton
- 20:26more rain than we do. Rainforest, yeah.
- 20:29Well, but I'm not in the rainforest.
- 20:31Northern Brazil is the rainforest like I'm in southern
- 20:35Brazil. I'm, I am like 6000 miles away
- 20:38from home right now, Dan. It took us 10 hours to fly here
- 20:42from Dallas. 600 miles an hour I.
- 20:45Guess that's the math there. I got a real legitimate question
- 20:48here for you because I haven't been down there.
- 20:49Obviously a big world traveler from Iowa like me.
- 20:52Do they wear sombreros or is that just a Mexico thing?
- 20:55Do not wear sombreros here, damn it.
- 20:58When? We wear no sombreros, no
- 21:00sombreros, cowboy hats. Cannot say I've seen that.
- 21:03Not really. Not really.
- 21:05Not that I've seen so far. I mean, so we've been in the
- 21:07southern regions of Brazil thus far.
- 21:09And so when we were here in Faustigudasu for three more days
- 21:15and then we go up to Montegrosso, which is like on
- 21:19the edge of the Amazon rainforest.
- 21:22And that's where like there's heavy cattle production and
- 21:24we're touring a feed lot and a family farm and like all of
- 21:26those things while we're up there.
- 21:27So it might be different when you get to a different region
- 21:30because they described it a lot like because we were in Sao
- 21:32Paulo and you saw just this is a middle income country.
- 21:36And so it's not like first third world.
- 21:39It's not either of those, but it's not like a Second World
- 21:41country because that's like Russia, like it's a middle
- 21:43income country. So we're in Sao Paulo and
- 21:45they're talking about like the like just poverty and
- 21:50generational issues and things like that that they deal with as
- 21:53a country. And it was just really
- 21:55interesting to see on that side. But they were also like big
- 21:58emphasis on the fact that we have different states here just
- 22:01like you guys do in the United States.
- 22:02So you can't compare Sao Paulo to Montegrosso to all of these
- 22:06other regions that are very different because up in
- 22:08Montegrosso they are actually very not very wealthy.
- 22:12It's one of the wealthier areas of Brazil.
- 22:15So where I'm going with that, Dan, I have not seen any
- 22:18sombreros and I have not seen any cowboy hats thus far.
- 22:21So OK. One more serious question.
- 22:23Thank you for answering that. Of course.
- 22:25Can you find me a John Deere tractor?
- 22:28I'd like an 8000 series John Deere tractor that does not have
- 22:31emissions on it, please and figure out a way to get it up to
- 22:34Iowa. That's that's what we need.
- 22:36We have come up with this plan as a group because I'm here with
- 22:39a group of about 30 people total, and we were touring one
- 22:44of these flower production places and they have other
- 22:48plants and trees and things like that.
- 22:49And you could buy a freaking palm tree for $50, like a full
- 22:52blown palm tree, guys. And I'm talking like I was like,
- 22:55hey, the markup we could do selling that in the States is
- 22:58insane. It's one of the guys, I don't
- 23:01want to bring it to Kansas. I want to sell it to the rich
- 23:03people that want them elsewhere. OK, OK.
- 23:05I acknowledge I can't even keep flowers alive in my house, Dan,
- 23:08let alone a damn palm tree in my backyard.
- 23:10OK, I acknowledge that. But they had a brilliant idea
- 23:13while they were there. They're like, hey, what we're
- 23:16going to do is we're all going to chip and we're going to buy a
- 23:18cruise ship together. We're going to buy this cruise
- 23:20ship and we're going to load it full of all of this stuff that
- 23:23we want. And so we can party on the way
- 23:25down on this cruise ship because we'll use like half of it to
- 23:28stay in and then half of it for our stuff that we want to bring
- 23:30back. And so we'll load it full of
- 23:32these plants. And Dan, what I'm saying is I'll
- 23:33find you a tractor and I'll get the tractor on the cruise ship
- 23:37and I will bring said cruise ship back.
- 23:39All right, let's go with it. That plan sounds great.
- 23:42Perfect. I have I have not seen any John
- 23:45Deere Green. They have said because we asked
- 23:47that question because we haven't seen any like John Deere cases
- 23:51or anything like that. And we asked that question and
- 23:53they were like something along the lines of like they're not
- 23:56produced here. It's really difficult to get
- 23:58them here. We buy parts and pieces from
- 24:00them like the we went to a one other thing we did, we went to a
- 24:05paper and like pulp manufacturing plant.
- 24:08So they manufacture paper and the way that they harvest their
- 24:12trees is with a specific head that they buy from John Deere
- 24:17and they bring that in from overseas, the specific head for
- 24:20it. But they've reconfigured a
- 24:22tractor like an operator machine that they already have here in
- 24:26order to like to attach that head to it pretty much.
- 24:30So there are no John Deere full tractors that I have seen so
- 24:33far, but that could change. Got an assignment.
- 24:36I I have an assignment and I will be getting my binoculars
- 24:39out ready to go. Ready to go so.
- 24:43Well, I. Will say I'm following along on
- 24:45your journey, Lauren, and it all looks incredible.
- 24:48But Dan, I don't think that you should sell yourself short on
- 24:51the world traveler idea because Dan, I think.
- 24:54I got to go. I got to go.
- 24:56I got to go. Yeah, yeah, I got to go.
- 25:00Sounds like yeah it's fun because I know I messaged you
- 25:03around 7 and didn't get a response till 9 so.
- 25:06Know what you're talking about? It's been a good podcast.
- 25:09Let's wrap this up. So you like to throw all the
- 25:12shots, but you don't like to receive them.
- 25:14Got it, Got it. Sorry, it's cutting out there.
- 25:18It must be the the feed out of South America.
- 25:22Yeah, that's, that's what it is. That's what it is.
- 25:24It's it's OK, Dan, it's OK. We'll we'll let you and your ego
- 25:27stay intact. It's OK.
- 25:28But nonetheless, if we don't have a podcast that gets
- 25:31released next week, it's because I went on a helicopter ride
- 25:34tomorrow and unfortunately didn't make it home.
- 25:36Hopefully, hopefully I make it home.
- 25:38I'm joking guys. I'm so joking.
- 25:40I'm very excited. We're going on a helicopter ride
- 25:42over the falls. So I'm just, I'm very excited
- 25:44about that. But you know, won't be jumping
- 25:46out of it, or at least I don't have any plans to.
- 25:48So. But this has been a great
- 25:50podcast. I'm happy to bring a podcast
- 25:52from South America. I'm glad that we were able to do
- 25:55this and that the Wi-Fi actually worked because I can tell you
- 25:58one thing, the connectivity down here is very not good.
- 26:02So I am so glad that we were able to do this and get this all
- 26:06put together for you guys and to kind of bring an update to our
- 26:08audience from Brazil, but then also be able to just get a good
- 26:11market update out for the week while I'm gone as well.
- 26:14So Dan and Samantha, as always, thank you so much for your time
- 26:17today, for your insight, and just a wonderful conversation to
- 26:20all of our audience members. Thanks for listening to another
- 26:23episode of the Cattle USA Daily Podcast.
- 26:25You want to get a hold of Dan or Samantha or any other member of
- 26:28our team and talk about options for coverage and what that looks
- 26:32like for you and your individual ranching operation.
- 26:34Check out the show notes down below and you can get in contact
- 26:37with them to have that conversation.
- 26:39Thank you guys so much for tuning into another episode of
- 26:42the Cattle USA Daily Podcast and we will see you all next time.