237: The Big 2026 Cattle Market Wildcards: Border, Beef Demand, and Placements with Dan and Samantha
The first market update of the new year kicks off with Dan Gerhold and Samantha Cozza-Wright breaking down a cattle market that’s wasting no time rebounding. From a Santa Claus rally and feeder cattle pushing back above $350, to shrinking price discovery, tight placements, and ongoing uncertainty around the Mexico border, this episode dives into what’s driving early-2026 optimism and what could still derail it. The conversation also covers LRP strategy at historically high index levels, grain market stagnation ahead of key USDA reports, and why February beef demand may end up being the real…
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