Drift & Return
Hosts Rodney Connor and Gabe Sheets-Poling do their best to understand how people make decisions, the challenges we face along the way and bring that all back to helping farmers and ranchers think about markets and risk from a different perspective.
Episodes
In this episode Kathryn Glowinski helps the team lean into the drift theme pretty hard - answering questions about how companies approach information security in a world where AI enables almost anyone take a reasonable shot at accessing information they have no right to. While AI in its current state allows people to skip developing expertise, the group considers how effective this actually is today. Unsurprisingly the conversation...
Rodney & Gabe convince Jake Mower to join this episode to have a talk about benchmarking pricing performance. Jake is the top of the call sheet when Gabe and Rodney face problems they're not sure how to approach, and he didn't disappoint. Jake brings his usual thoughtful approach to how one might realistically think about benchmarking someone's pricing performance and some common pitfalls.
Rodney & Gabe caught up with long time friend, Nate Brabec. Nate is a row crop farmer in Central NE and runs a modest cow-calf operation as well. Our excuse to get him on was to chat about Cattle markets (they're still going up!) but Nate, with his typical humility dropped some gems on his approach to grain marketing and accepting the inevitable frustration of missing the highest prices.
This episode Rodney and Gabe are joined by Marcel Artal, CEO of Hedgit. Marcelo has built a solution, incorporating AI that helps identify key moments to make pricing decisions. Topics are across the board in this one from reconciliation of pro-capitalist orientations with guaranteed minimum incomes, understanding the difference in how commercial operators and traders have to look at the market, and giving your brain a brake in a...
Rodney and Gabe are joined by Kevin Bauer to talk a bit more about current market volatility. While this year certainly stands out at a bit of a surprise at its historically low levels we do touch on that the temporal relationships hold true. Next episode Rodney and Gabe expect to chat with Marcelo Artal CEO of hedgit.ai about how the world looks from Argentina these days, and how Marcelo uses AI to significantly cut down on how ma...
Rodney and Gabe talk about how to get yourself out of your own way when managing pricing decisions and wrap up this seasons crop insurance discussion with Rodney walking through the math on why pricing some of your crop ahead of harvest is a good decision whether or not you have a production shortfall.
Looking ahead to next episode, Rodney and Gabe are excited to have Kevin Bauer join and talk a bit about volatility and getting pa...
Rodney's talks about his forays into "Vibe Coding" where he shares that it works about 80% most of the time. It's a real barn burner for the statistics aficionados out there. Gabe and Rodney mostly discuss crop insurance and ways to more proactively use it as part of a risk management plan.
Rodney and Gabe reflect on notable changes between now and when they started. Not only does this include shocking insights around soybeans, but also ethernet cables. Buckle up!
A brief intro on what Rodney & Gabe are looking to do with this new podcast.
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