Don Wick | Gold & Silver Explode Higher Corn Sinks
Manage episode 513441242 series 3004060
Gold and silver rip to record highs while crude softens and soybeans slide, and we sort signal from noise across rates, tariffs, and safe-haven flows. Field reports from North Dakota reveal frost, disease, and wind shaping yields as cattle stays firm and DC stalls.
• safe-haven metals surging amid uncertainty
• rate expectations, Fed chatter, and 10-year hover
• crude softening as the real-economy signal
• tariff threats, rare earth tensions, and posturing
• soybean futures pressure vs improving North Dakota basis
• field updates on frost, foliar disease, and high winds
• government shutdown impact on payments and outlook
• cattle strength and screwworm control debate
• risk management with call re-ownership and timing
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Thank you, Tommy G
Chapters
1. Monday Madness & Safe Havens (00:00:00)
2. Rates, Fed Chatter, Energy Signals (00:01:15)
3. Posturing, Tariffs, And Market Whiplash (00:02:54)
4. Soybeans Slide, Basis Shifts North (00:04:18)
5. Field Reports: Frost, Disease, Winds (00:05:15)
6. DC Stalemate, Payments, “Golden Age” (00:07:47)
7. Cattle Strength And Screwworm Risk (00:10:17)
8. Rare Earths, 100% Tariffs, Uncertain Summit (00:12:11)
9. How To Reach Us & Premium Content (00:13:13)
10. Harvest Optimism & Closing (00:13:46)
72 episodes