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The Milk Check

Experienced dairy traders discuss current market trends that affect payments to dairy farmers.

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Ranked #1

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On struggling dairy markets: How did we get here, and where are we headed?

On struggling dairy markets: How did we get here, and where are we headed?

On June 12, we brought a group together to share perspectives on the dairy markets, along with thoughts on what we might... Read more

16 Jun 2023

23mins

Ranked #2

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Talking sustainable agriculture with Tara Vander Dussen

Talking sustainable agriculture with Tara Vander Dussen

On Episode 57 of The Milk Check, Tara Vander Dussen joins us to talk about sustainable agriculture. She is an environmen... Read more

21 Apr 2023

24mins

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Ranked #3

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Analyzing dairy price charts and macroeconomic indicators: What kind of rebound do they suggest?

Analyzing dairy price charts and macroeconomic indicators: What kind of rebound do they suggest?

You don’t need technical analysis to tell you that dairy prices are low right now. But stocks are still high, which sugg... Read more

28 Feb 2023

19mins

Ranked #4

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Counting cows and debriefing the recent USDA milk production report

Counting cows and debriefing the recent USDA milk production report

The USDA’s milk production report for December surprised us and sparked some interesting discussion in a recent mass bal... Read more

7 Feb 2023

21mins

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Ranked #5

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The Teds talk 2023 milk prices

The Teds talk 2023 milk prices

T3 and Ted Jr. got together to talk next year’s milk pricing, and they made pretty quick work of the topic. Both have be... Read more

17 Nov 2022

16mins

Ranked #6

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California water and regional milk production with Geoff Vanden Heuvel and Sarina Sharp

California water and regional milk production with Geoff Vanden Heuvel and Sarina Sharp

Geoff Vanden Heuvel of Milk Producers Council and Sarina Sharp of Ag Business Solutions and Daily Dairy Report joins T3,... Read more

16 Sep 2022

28mins

Ranked #7

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Modeling the milk landscape with our friends from Freshagenda

Modeling the milk landscape with our friends from Freshagenda

With August’s milk production report in mind, the trading team gathered for another monthly mass balance and charting me... Read more

6 Sep 2022

34mins

Ranked #8

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A roundtable trading strategy Q&A

A roundtable trading strategy Q&A

With the T.C. Jacoby & Co. trading team in the office for quarterly strategy huddles, we decided to record a special... Read more

22 Aug 2022

29mins

Ranked #9

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Inflation, recession and dairy with Dr. Andrew Novakovic

Inflation, recession and dairy with Dr. Andrew Novakovic

A special guest joins this mostly macro-level episode of The Milk Check. Dr. Andrew Novakovic compares today’s inflation... Read more

21 Jul 2022

42mins

Ranked #10

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Talking dairy supply with the fluid milk team

Talking dairy supply with the fluid milk team

On this remarkably bullish episode of The Milk Check, the Teds bring in T.C. Jacoby & Co’s fluid milk team to talk a... Read more

2 Jun 2022

20mins

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