MIP Markets With Shawn Hackett - The Past Is Repeating In Brazil And India Is Clamping Down

MIP Markets with Shawn Hackett The Past Is Repeating in Brazil and India is Clamping Down Summary In this episode, Casey Seymour interviews Sean Hackett from Hackett Financial. They discuss the USDA stock report, the comparison of Brazil crops, and the vegetative health in Brazil. They also discuss India's crop situation, export restrictions, and potential food crises. They touch on China's demand for feed and the possibility of commodity inflation in 2024. They also discuss the impact of trendline yields and the uncertainty in the upcoming presidential election. Takeaways 1. The USDA stock report is not expected to be a market-moving event, with Brazil's weather being the most critical factor to watch. 2. The vegetative health of crops in Brazil is comparable to the 2015-2016 timeframe, but there are concerns about the declining trend and the poor health of crops in certain regions. 3. India faces challenges in its crop production, with potential disruptions in ethanol production and limits on rice and wheat exports. 4. India may become a permanent agricultural product importer, significantly affecting global supply and demand. 5. The upcoming presidential election in the US is surrounded by uncertainty, with potential scenarios that could impact the agricultural industry. Chapters 1:33 Introduction 1:52 USDA Stock Report 03:17 Comparison of Brazil Crops 05:39 Vegetative Health in Brazil 08:54 India's Crop Situation 11:02 India's Export Restrictions 14:09 Potential Food Crisis in India 17:03 China's Demand for Feed 18:30 Commodity Inflation in 2024 18:08 Impact of Trendline Yields 24:34 Uncertainty in the Presidential Election 27:47 Possible Scenarios in the Election 28:55 Contact Information 29:24 Closing Click To Listen: https://on.soundcloud.com/jnFEr Click To Watch: https://youtu.be/kNtWnbkACks Presented By @AxonTire @TractorZoom @AgDirect @FarmCredit @ValleyTransInc @Anvil_AppWorks @IronSolutions Music By: @TalbottBrothers Co-host: Aaron Fintel @Aaronfintel Host: Casey Seymour @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com