Best T.C. Jacoby & Co. Dairy Traders Podcasts (2025)

1
Bears in Butter. Bulls in Protein. 20:31

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18d ago20:31

20:31

Butter’s slipping, cheese feels heavy, but the protein complex is flexing hard. In this Milk Check market roundtable, Ted Jacoby III brings together Diego Carvallo, Jacob Menge, Joe Maixner and Josh White to unpack what’s driving the mixed messages in the markets. Listen to hear: Why butter could fall below $1.50 before year-end How global health t…

1
Swimming in Butter: Global Insights from Cefetra Group 30:58

26d ago30:58

30:58

Does perfect weather mean bad news for dairy? In this episode of The Milk Check, Ted Jacoby III and the Jacoby team welcome guests from Cefetra Dairy, Henk-Jan Bouwman, Head of Account Management; Martijn Goedhart, Managing Director; and Veljko Perovic, Commodity Market Analyst and Derivatives Trader. Together, we unpack why the world is swimming i…

1
Shining Star or Shooting Star: WPC 80 and WPI 34:23

1M ago34:23

34:23

Butter is down. Powder is heavy. Cheese is struggling. But whey proteins? They’re the shining star. In this episode of The Milk Check, host Ted Jacoby III sits down with Josh White, Gus Jacoby, Diego Carvallo, and Jacob Menge to break down what’s really moving the dairy market this fall. We cover: Why WPC 80 and whey protein isolate remain in tight…

1
The $1,000 Calf: Why Beef Matters on the Dairy Farm 38:09

2M ago38:09

38:09

Are you leaving calf money on the table? Not long ago, a Holstein bull calf might have earned you 50 bucks, if that. Today, thanks to high beef prices and better breeding tools, that same cow might deliver a $1,000 calf instead. Beef-on-dairy isn’t just a trend; it’s changing how progressive dairies manage their herds and drive revenue. In this epi…

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From Summer Heat to School Coolers: The August Milk Shuffle 19:54

3M ago19:54

19:54

The school bells are ringing in some changes for milk. Are you ready? Tune in to The Milk Check as the Jacoby team churns through the latest supply and demand dynamics in the August milk market, including: Why the usual summer heat dip in milk production feels normal, despite 3.3% higher year-over-year numbers Why cheese prices are holding steady a…

1
The Ozempic and GLP-1 shockwave hitting U.S. dairy 34:10

3M ago34:10

34:10

GLP-1s like Ozempic and Wegovy are changing how Americans eat, and that has big implications for the dairy industry. In this episode of The Milk Check, host Ted Jacoby III welcomes Paul Ziemnisky, leader of nutrition and industry growth platforms at Dairy Management Inc., and Dr. Chris Cifelli, vice president of nutrition research for the National …

1
Bienvenida, Ruth: fortaleciendo a Jacoby en Latinoamérica 14:51

3M ago14:51

14:51

En este episodio de The Milk Check, le damos la bienvenida a Ruth Aragon al equipo de Jacoby, quien se une a sus colegas de muchos años, Miguel y Yara. Es una reunión basada en décadas de experiencia, relaciones sólidas y un enfoque compartido: fortalecer la presencia de Jacoby en toda Latinoamérica. Acompáñanos mientras el equipo analiza: Cambios …

1
Dairy on a knife’s edge 18:50

5M ago18:50

18:50

In this week’s episode of The Milk Check, the Jacoby team convenes to dissect a dairy market that feels balanced – barely. From milk still trickling in past the flush to range-bound commodity prices, this episode covers the major trends shaping the back half of 2025. Cheese exports are keeping Class III in check Culling numbers are down as producer…

1
Fire in the belly with Nate Zwald 38:08

5M ago38:08

38:08

Are you missing the biggest leap in dairy performance since the milking machine? From fertility breakthroughs to Holsteins with 4.5% components/5% fat, today’s cows are not your grandparents’ cows. In this episode of The Milk Check, we sit down with Nate Zwald, president and CEO of Progenco, to uncover how genetics is quietly reshaping the dairy in…

1
Tariff talk with Will Loux from the USDEC 39:12

6M ago39:12

39:12

It’s May 8th. Do you know where your tariff is? When the tariff winds shift, the Jacoby team is there to help you steer your strategy. Tune in to the latest episode of The Milk Check with special guest Will Loux from the U.S. Dairy Export Council, as we cover: Tariff tensions – How will ongoing trade talks between the U.S. and China impact dairy ex…

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Tariff talk takes dairy on a wild ride 19:58

7M ago19:58

19:58

In this week’s episode of The Milk Check, we strap in for a wild ride. From tariff chaos to spring flush milk surpluses, the market is anything but predictable.Join Ted Jacoby and the team of experts as we cover key topics, including: The spring milk flush and its impact on processing plantsCream demand firming up but still longButter market volati…

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Exit stage left: Why some producers are selling while they can 34:17

7M ago34:17

34:17

In this episode of The Milk Check, find out why some dairy producers may be eyeing the exit. Sarina Sharp, risk manager at Ag Business Solutions and the writer behind TC Jacoby’s Weekly Market Report joins the Jacoby team this week. Sarina brings invaluable insights as we dig into critical topics like:Milk prices and financial stability: How long c…

1
Stormy markets, steady strategies: Navigating dairy uncertainty 27:52

8M ago27:52

27:52

Dairy markets have taken a hit, with prices dropping across the board.Global economic uncertainty, tariff concerns, and weak demand have sent prices for cheese, butter, nonfat dry milk, and whey tumbling. Our team tackles this and more, including: Pricing market predictions by dairy product categoryTariffs and demand changes for U.S. productsGlobal…

1
Bracing for impact: Will tariffs churn up U.S. dairy markets? 30:53

9M ago30:53

30:53

Could tariffs put U.S. dairy exports at risk? In this episode of The Milk Check, special guest Mike McCully, President of The McCully Group, joins us to slice through the uncertainty in today’s dairy market.With trade tensions rising, could tariffs spook global buyers and push them toward alternative markets? We tackle some of the biggest questions…

1
Cows and commerce – Dairy’s 2025 outlook 37:16

10M ago37:16

37:16

What will shape the dairy industry in 2025? Are you ready for it?In this episode of The Milk Check, we tackle the big question: what’s ahead for the dairy market in 2025? Spoiler alert: There’s no shortage of opinions—or uncertainty.🐮 Heifer shortages vs. USDA projections: are we heading for a reality check?🐄How will shifting cow populations reshap…

1
Protein power: The future of dairy in a nutritional world 50:03

11M ago50:03

50:03

Where is the global dairy industry headed? In this episode of The Milk Check, we’re joined by Andy Powers, vice president of technical services at the American Dairy Products Institute (ADPI), alongside members of the Jacoby team, to explore the future of dairy. Together, we tackle emerging trends, market forces, and opportunities for dairy protein…

1
Understanding Exports – New Zealand 33:38

11M ago33:38

33:38

Today’s dairy market is global. In our latest episode of The Milk Check, we dive into the New Zealand and Oceania markets to understand how they may impact the U.S. dairy market. Join Jacoby and our two special guests Jo Bills, ag market analyst and director of global Insights at Ever.Ag, and Steve Spencer, managing Director at Ever.Ag as we dive i…

1
Low herd numbers, peak demand: Your update on the shifting milk market 21:18

1y ago21:18

21:18

As summer fades, we're moving into peak demand season for the U.S. dairy market. Keep on top of shifting trends with The Milk Check. Guest host Josh White and a panel of industry experts discuss the latest trends and projections for U.S. dairy as we approach this critical period.💸 Blue tongue’s impact on European milk production.🧈 Butterfat is buck…

T.C. Jacoby & Co. Dairy Traders Podcasts

51
The Milk Check

T.C. Jacoby & Co. - Dairy Traders

1
Bears in Butter. Bulls in Protein. 20:31

1
Swimming in Butter: Global Insights from Cefetra Group 30:58

1
Shining Star or Shooting Star: WPC 80 and WPI 34:23

1
The $1,000 Calf: Why Beef Matters on the Dairy Farm 38:09

1
From Summer Heat to School Coolers: The August Milk Shuffle 19:54

1
The Ozempic and GLP-1 shockwave hitting U.S. dairy 34:10

1
Bienvenida, Ruth: fortaleciendo a Jacoby en Latinoamérica 14:51

1
Dairy on a knife’s edge 18:50

1
Fire in the belly with Nate Zwald 38:08

1
Tariff talk with Will Loux from the USDEC 39:12

1
Tariff talk takes dairy on a wild ride 19:58

1
Exit stage left: Why some producers are selling while they can 34:17

1
Stormy markets, steady strategies: Navigating dairy uncertainty 27:52

1
Bracing for impact: Will tariffs churn up U.S. dairy markets? 30:53

1
Cows and commerce – Dairy’s 2025 outlook 37:16

1
Protein power: The future of dairy in a nutritional world 50:03

1
Understanding Exports – New Zealand 33:38

1
Low herd numbers, peak demand: Your update on the shifting milk market 21:18