23 APR 2024 · MIP Markets with Shawn Hackett  - Sleeper Geopolitical Assets Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite  Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary In this episode of the Moving Iron Podcast, Casey Seymour interviews Sean Hackett from Hackett Financial about the current state of the commodities market, focusing on wheat. They discuss the impact of dry weather conditions in Kansas, Oklahoma, and Texas on wheat yields and the potential for frost and downgrades in the Russian wheat crop. They also explore the role of volcanoes and climate cycles in shaping global weather patterns and the implications for agricultural supply. Hackett emphasizes monitoring these factors and the potential for short covering in the grain markets. Keywords #commodities #market, #wheat, #dryweather, #yields, #frost, #Russianwheat, #volcanoes, #climatecycles, #agriculturalsupply, #shortcovering, #grainmarkets Takeaways Dry weather conditions in Kansas, Oklahoma, and Texas have negatively impacted wheat yields, with 25-50% reported potential losses. The Russian wheat crop has been downgraded, increasing concerns about global wheat supply. Volcanic eruptions, such as the recent Tonga eruption, can significantly impact global weather patterns, including extreme temperatures and precipitation. Climate cycles like the Gleisberg cycle can contribute to hot and dry weather conditions, which can potentially lead to crop problems. Short covering in the grain markets may occur if wheat prices rise, potentially impacting other grain commodities. Sound Bites "Dry conditions in Kansas, Oklahoma, and Texas have led to 25-50% potential yield losses in the wheat harvest." "If frost occurs in mid-late May, it could result in permanent yield loss due to lack of moisture." "The Russian wheat crop has been downgraded, raising concerns about global wheat supply." Chapters 00:00 Dry Weather and Wheat Yields 09:26 Short Covering in the Grain Markets Click To Watch: https://youtu.be/-Rmjh7gV9y8 Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

16 APR 2024 · MIP #429 Presented By Axon Tire - Optimizing Performance and Cost-Effectiveness with Axon Tire Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com  Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast.  Summary In this episode of the Moving Iron Podcast, the team from Axon Tire discusses a footprint study they conducted with Iowa State University on the Alliance VF 750/60R46 tire. Before diving into the topic, they introduce themselves and their roles within the company. The study aimed to accurately measure the tire's footprint and compare it to other tire sizes. The results showed that the VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure and a similar footprint at road speed. The team emphasizes the importance of understanding tire technology and how it can benefit farmers regarding soil compaction, performance, and cost-effectiveness. They also highlight Axon's expertise and commitment to providing solutions backed by years of knowledge and collaboration with major tire manufacturers. The episode concludes with information on how to reach out to Axon Tire for further inquiries. Keywords #AxonTire, #footprintstudy, #AllianceVF 750/60R46 #tire, #IowaState University, #tiretechnology, #soilcompaction, #performance, #costeffectiveness Takeaways The footprint study conducted by Axon Tire and Iowa State University showed that the Alliance VF 750/60R46 tire had a 5% larger footprint than an 855/46 tire at field speed pressure. Farmers must understand tire technology to optimize soil compaction, performance, and cost-effectiveness. Axon Tire offers a wealth of knowledge and expertise backed by years of collaboration with major tire manufacturers. The company is committed to providing solutions and supporting their products to help farmers move more iron. Sound Bites "Anytime you can have a bigger footprint in a narrower width tire, it makes it much easier to put it on the road, stay in the right tracks in the fields, and put much less strain on the operator." Chapters 00:00 Introduction and Team Introductions 09:34 The Importance of the Footprint Study 12:10 Understanding the Design and Benefits of the Alliance VF 750/60R46 Tire 20:53 Exploring Engineering Possibilities and Customer Applications 23:22 Axon Tire's Expertise and Commitment to Providing Solutions 26:02 Closing Remarks and Contact Information Click to Watch:  https://youtu.be/NieN7yJKf5k Presented By @AxonTire  Music By: @TalbottBrothers  Host: @casey9673  #agequipmentbusinesstal #letsgomovesomeiron  Contact Me at:  MovingIronLLC.com  movingironpodcast@movingironpodcast.com

16 APR 2024 · MIP #428 Presented By DIS - Data is the Low Hanging Fruit - With John Anderson Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary In this episode, John Anderson, an industry consultant and one of the original founders of PFW Systems, discusses the need for innovation in the equipment business. He emphasizes meeting customer expectations and creating a positive customer experience. John also highlights the potential of AI and data analytics in improving dealership operations and customer interactions. He urges dealerships to embrace disruption and adapt to the rapidly changing industry landscape. Overall, John emphasizes the need for dealerships to set high standards, leverage data, and collaborate with business system suppliers to stay competitive. Takeaways Dealerships need to embrace innovation and adapt to the changing industry landscape. Meeting customer expectations and providing a positive customer experience are crucial for success. AI and data analytics can improve dealership operations and customer interactions. Dealerships should set high standards, leverage data, and collaborate with business system suppliers to stay competitive. Chapters 00:00 Introduction 00:33 Background and Journey 03:24 The Need for Innovation 05:13 Disruptors in the Industry 06:28 The Impact of AI 09:05 Meeting Customer Expectations 10:17 Utilizing Data for Predictive Maintenance 11:26 Setting Customer Expectations 13:01 The Importance of Customer Communication 14:54 Creating a Positive Customer Experience 16:36 Emulating Successful Companies 20:19 Adapting to Changing Customer Expectations 21:53 Collaboration with Business System Suppliers 23:11 The Importance of Data and Visionary Roles 25:02 The Need for Industry Investment 26:23 The Lack of Innovation in Dealerships 28:32 Harnessing the Power of Data 31:09 The Rapid Pace of Change 33:48 Preparing for Disruptions 36:22 The Need for Innovation in Dealerships 37:00 The Importance of Keeping Up with Change Click to Watch: https://youtu.be/G42c7KB90qQ Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

12 APR 2024 · MIP Markets with Shawn Hackett - The Decoupling of Commodities from the US Dollar? Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary In this conversation, Casey Seymour and Shawn Hackett discuss various topics related to commodities and the global economy. They touch on the recent USDA report, the cattle market, and the decoupling of commodities from the US dollar. They also explore the potential impact of geopolitical factors and the upcoming US elections on asset prices. Hackett emphasizes the need to pay attention to these factors and adjust trading strategies accordingly. Keywords #commodities, #USDA #USDAreport, #cattle #markets, #decoupling, #USdollar, #geopoliticalfactors, #USelections2024, #assetprices Takeaways The April USDA report had little impact on the commodity market, but the following report incorporating new crop balance sheets will be more significant. The cattle market experienced a setback due to the avian flu scare, but it is stabilizing. Hackett predicts that the market will continue to trade within a range. Commodities are decoupling from the US dollar, which is unusual. Hackett attributes this to the geopolitical climate and the shift away from the US dollar as a reserve currency. The global economy is entering a period of chaos and uncertainty, which will impact asset prices. Hackett suggests that hard assets like metals, food, and energy will hold their value. The upcoming US elections and the divided views within the country could lead to civil unrest and further lack of confidence in the US dollar-based monetary system. Chapters 00:00 Introduction and Discussion of Recent Events 06:04 The Decoupling of Commodities from the US Dollar 12:09 The Chaos and Uncertainty of the Global Economy Click To Watch: https://youtu.be/oFyr4FSv46k Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

12 APR 2024 · MIP Markets with Chip Nellinger   The April USDA Report Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary In this episode of the Moving Iron Podcast, Chip discusses the recent market report on stocks and Indian stocks and the discrepancies in crop estimates between CONAB and the USDA in Brazil. He also talks about the stability in the cattle market after heavy losses and the positive outlook for the hog market. Chip shares his thoughts on the upcoming planting season and how it may affect corn prices. He also discusses the lack of bullish news coming out of Brazil and the factors that could potentially spark a rally in the market. Keywords #commodities, #markets #marketingreport, #stocks, #Endingstocks, #Brazil, #cropestimates, #CONAB, #USDA, #cattle #Cattlemarket, #hogmarket, #planting24 #plant24, #corn, #bullish #news Takeaways The market report on stocks and Indian stocks showed minor changes, with a slight increase in domestic carryout beans and a decrease in corn carryout. The South American crop estimates from CONAB and the USDA have significant discrepancies, particularly in Brazil, which could impact export demand and world carryout. The cattle market has stabilized after heavy losses, and the hog market is performing well due to strong exports and the avian flu situation. The upcoming planting season may lead to a price break in corn if planters roll early, but the South American crop situation and cash market will also influence prices. There is a lack of bullish news coming out of Brazil, but the cash market and potential cuts in USDA numbers could spark a rally in the market. Chapters 00:00 Introduction and Weather Update 05:00 Stability in the Cattle Market 10:22 Impact of Planting Season on Corn Prices 16:00 Conclusion and Contact Information Click To Watch: https://youtu.be/dBNpwNiSHHw Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

11 APR 2024 · MIP #427   The Reroute Game In Baltimore With Blake Bina Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary Importance of Baltimore Port for Roll-On Roll-Off (RoRo) Operations: The Baltimore port is crucial for RoRo operations, particularly for equipment like Caterpillar and Agco products. Baltimore's efficiency in handling RoRo cargo makes it a preferred port for exporters of such equipment. However, with the recent bridge collapse incident, the port's closure has significantly disrupted RoRo operations. Impact of the Bridge Collapse: The incident was caused by a ship hitting the Francis Scott Key Bridge, which closed the main channel and affected commercial vessel transit. The Army Corps of Engineers is underway with salvage and recovery efforts, but clearing the channel and removing debris may take several months. Diversion of RoRo Ships: Major RoRo carriers like Holglines have already diverted their vessels to alternative ports like Savannah, Brunswick, and Jacksonville. However, these ports may not have the same infrastructure and capacity to handle RoRo cargo efficiently, potentially leading to additional costs and delays for exporters. Challenges for Exporters: Exporters with cargo staged in Baltimore face additional costs and potential delays in retrieving their goods. The longer cargo sits in the port, the higher the port authority's parking fees. To mitigate delays and costs, exporters may need to consider alternative ports and transportation methods, such as flat racks. Short-Term Bottlenecks: The closure of the Baltimore port has created short-term bottlenecks at alternative ports, leading to potential delays of two to three weeks for inbound vessels. The diversion of cargo and the strain on infrastructure at alternative ports may cause additional delays and challenges for exporters and importers. Long-Term Impact: While short-term delays are expected to be resolved as carriers implement contingency plans and increase capacity, long-term effects on cargo flow and logistics chains remain uncertain. Exporters and importers may face ongoing challenges in securing space on RoRo vessels and managing transportation costs until the Baltimore port resumes entire operations. Keywords: #Baltimore #portofbaltimore #RoRooperationsdisruption #FrancisScottKeyBridge #AlternativeportsforRoRoshipping #Exporterchallenges #Cargodelays #Transportationlogisticsdisruptions #Portclosures #supplychain #Shorttermbottlenecks #Longtermlogisticsimplications Click To Watch: https://youtu.be/LvdzgWMoKu8 Click To Listen: Presented By @AxonTire @AgDirect @IronSolutions @EDAdata @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

11 APR 2024 · MIP Markets With Shawn Hackett - The Brazilian Root Zone Is Dry Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary In this episode of Moving Iron Podcasts, Casey and Sean Hackett discuss the current state of commodities, focusing on corn and wheat. They talk about the potential impact of dry weather in Brazil on corn production and the potential for a decrease in exports, which could lead to a rise in corn prices. They also discuss the dryness in key wheat-growing areas in Russia and the potential for export restrictions and lower crop yields. Additionally, they touch on the cattle market and the recent avian flu situation. Keywords #commodities, #corn, #wheat, #Brazil, #dryweather, #exports, #Russia #wheatgrowingareas, #avianflu, #cattle #cattlemarket Takeaways Dry weather in Brazil could decrease corn production and exports, potentially raising corn prices. Dryness in key wheat-growing areas in Russia may result in export restrictions and lower crop yields. The cattle market experienced a decline due to the avian flu situation, but stabilization is expected. Farmers should consider marketing price protection and buying opportunities in the current market conditions. Chapters 00:00 Introduction and Discussion of Travel Plans 07:10 Dryness in Key Wheat Growing Areas in Russia and Potential Export Restrictions 21:41 Closing Remarks and Contact Information Click To Watch: https://youtu.be/WJOnhl4ApBo Presented By @AxonTire @AgDirect @IronSolutions @EDAdata @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

11 APR 2024 · MIP #426   Two Brands Team Up   Axon and Dawson Tire Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at https://info.ironsolutions.com/moving-iron-podcast. Summary The podcast features discussions among Tim Berardi (President and CEO of CFI Tire), Eric McPherson (founder and CEO of Dosson Tire), and Stuart Berardi (management team leader at CFI). They discussed CFI Tire's acquisition of Dawson Tire into the Axon Tire Brand. Tim explains that merging the brands will benefit customers and employees, and they discuss the strategic reasons behind the merger, including synergies in product lines and territories. They delve into challenges faced during the merger, such as integrating different business systems and managing cultural differences. They emphasize the importance of communication and trust in overcoming obstacles and integrating teams effectively. They also discuss how the merger expanded resources and sales teams, enabling better customer service and coverage. They mention surprising discoveries about their customer base and highlight the importance of understanding and meeting customer needs. Finally, they touch on changes in leadership and management structure post-merger, focusing on improving organizational structure and communication for customers and employees. Throughout the discussion, they stress the importance of trust, communication, and adaptation in navigating the complexities of the merger process. Takeaways Merging for Growth: The merger between Axon Tire and Dosson Tire under the Axon Tire brand was driven by the desire for growth. Both companies recognized the need to expand and adapt to industry changes. Synergies and Benefits: The merger aimed to capitalize on synergies between the two companies, such as combining knowledge, product lines, and resources to serve customers better and enhance employee opportunities. Strategic Thinking: Strategic planning played a crucial role in the merger, focusing on long-term succession planning and providing the best outcomes for employees, customers, and the business. Cultural Integration: Despite initial concerns about cultural differences, trust, and communication were highlighted as essential in successfully integrating the two companies. Building camaraderie and aligning values helped overcome cultural challenges. Challenges of Integration: Significant challenges encountered during the merger included integrating different business systems, managing logistics, and adjusting to new processes. Open communication, project management, and a dedicated team were essential in overcoming these obstacles. Customer Overlap and Expansion: Surprising findings emerged regarding customer overlap, showing opportunities for expansion into new markets and the potential for increased customer satisfaction and service. Resource Utilization: The merger increased the pool of resources and talent, allowing for enhanced customer service and broader market coverage. Effectively utilizing these resources became a focal point for both companies. Leadership and Structure: The merger prompted a review of leadership and management structures, focusing on implementing a more organized and efficient system to benefit customers and employees. Overall, the merger between Axon Tire and Dosson Tire reflects a strategic move aimed at growth, synergies, and improved service delivery. It strongly emphasizes cultural alignment, overcoming challenges, and maximizing resources. Click To Watch: https://youtu.be/F5l4FXhnZvI Click To Listen: Presented By @AxonTire  Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

4 APR 2024 · MIP Markets with Chip Nellinger A Glimmer of Hope of For Pork Moving Iron's Official Data Partner Is Fusable: the Home of Iron Solutions And EDA Data.  Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at info.randallreilly.com/moving-iron-podcast. Summary In this episode of the Moving Iron Podcast, Casey Seymour and Chip Nail discuss the current state of the cattle market, the impact of the avian flu on the beef supply, the outlook for the wheat market, the potential for volatility in the grain markets, and the recent performance of the hog market. They also emphasize the importance of having a risk management plan in the face of increasing uncertainty and volatility. #MovingIronPodcast #LetsGoMoveSomeIron #beefsupply #hogmarket #commodities #agriculture #wheatmarket #frostdamage #avianflu #dairycows #cattlemarket #riskmanagement #economicrecovery #China Takeaways The cattle market has reacted strongly to the avian flu situation, with initial liquidation causing prices to drop. The impact of the avian flu on the beef supply is still uncertain, but it could potentially limit the amount of dairy cattle put into the beef supply. The wheat market is entering a period of uncertainty as the weather warms up and the crop moves out of dormancy. The grain markets, including corn and soybeans, could see increased volatility as the funds unwind their short positions. The hog market has seen a glimmer of hope after a decline, with the avian flu potentially boosting pork demand. A risk management plan is crucial in the face of increasing uncertainty and volatility in the commodity markets. Chapters 00:00 Introduction and the Impact of Avian Flu on the Cattle Market 05:56 Uncertainty in the Wheat Market 07:41 Volatility and Short Positions in the Grain Markets 13:50 A Glimmer of Hope in the Hog Market 16:20 The Importance of Risk Management in the Commodity Markets Click To Watch: https://youtu.be/lWOwVC_RnWQ Click To Listen: https://on.soundcloud.com/QpaSqx3ZZs4EtfJh8 Presented By @AxonTire @AgDirect @IronSolutions @EDAData @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron  Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com

2 APR 2024 · MIP Markets With Shawn Hackett - Cattle Markets Slides Due To Avian Flu Fears Moving Iron's Official Data Partner Is Fusable. The Home Iron Solutions And EDA Data. Ignite Your Dealership's Growth With Fusable.com Move More Iron with Fusable! Get your Free Demo at info.randallreilly.com/moving-iron-podcast. Summary In this conversation, Casey Seymour and Sean Hackett discuss various topics related to commodities in the agriculture industry. They cover the current state of the wheat market, the potential impact of frost damage, and the need for weather stability during the critical growing period. They also discuss the avian flu outbreak in dairy cows and its potential implications for the cattle market. Additionally, they touch on the economic recovery in China and its potential impact on commodity demand. Overall, the conversation highlights the importance of risk management and staying informed about market dynamics. Takeaways The wheat market is expected to have a decent crop this year, but the potential for frost damage in May could impact the outcome. The avian flu outbreak in dairy cows raises concerns about its potential spread to beef cows and its impact on beef demand. Risk management is crucial in uncertain times, and producers should consider utilizing government-subsidized programs to protect against downside price risks. The economic recovery in China could lead to increased demand for commodities, particularly in the grain markets. Staying informed about market dynamics and being prepared for potential changes is essential for producers in the agriculture industry. Chapters 00:00 Assessing the Wheat Market and Potential Frost Damage 06:35 The Impact of Avian Flu Outbreak on the Cattle Market 09:07 The Importance of Risk Management in Uncertain Times Click To Watch: https://youtu.be/Nqx2XepyLCg Presented By @AxonTire @AgDirect @IronSolutions @randallreilly @Fusable @Valleytransinc Music By: @TalbottBrothers Host: @casey9673 #agequipmentbusinesstal #letsgomovesomeiron Contact Me at: MovingIronLLC.com movingironpodcast@movingironpodcast.com #commodities #agriculture #wheatmarket #frostdamage #avianflu #dairycows #cattlemarket #riskmanagement #economicrecovery #China