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AG Squawk with Doug Hensley | Farmland Can Look Irrational Until You Do the Math

AG Squawk with Doug Hensley | Farmland Can Look Irrational Until You Do the Math

AG Bull
43 min
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<p><a href="https://www.buzzsprout.com/1848225/fan_mail/new" rel="nofollow">Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.</a></p> <p>We track a sudden crude oil surge tied to Iran headlines, then zoom out to what it could mean for farm inputs like fertilizer while grain and livestock markets churn. We also talk with Doug Hensley of Hertz Farm Management about why Midwest farmland values stay stable, who is really buying land, and what data says about the farm economy heading into late 2026.&nbsp;<br>• Grain, livestock, and ethanol headlines shaping the day’s tone&nbsp;<br>• Crude oil volatility and why geopolitical risk can hit agriculture fast&nbsp;<br>• Fertilizer cost sensitivity and why markets can move on comments overnight&nbsp;<br>• What Hertz Farm Management does across farmland sales, valuation, and management&nbsp;<br>• Why farmland prices can look disconnected from corn until you factor cycles, inflation, and balance sheets&nbsp;<br>• The role of government payments in supporting net farm income and rural economic activity&nbsp;<br>• Alternative investments versus farmland returns and volatility over decades&nbsp;<br>• Why the 1980s land crash differs from today’s lending environment&nbsp;<br>• Who buys farmland in the Midwest and why “investor” is often misunderstood&nbsp;<br>• Late-2026 outlook driven by limited supply, local competition, and new capital from wind, solar, and data centers&nbsp;<br>• Iowa and broader Corn Belt weather, flooding risk, and the pollination window&nbsp;<br>If you're looking for ag Intel, go to agbull.com, agbull.com, and their daily info will keep you updated on all of that, including the settlements of each day.&nbsp;<br>Agbull.com or give us a call at 855-737 Farm.<br><br></p> <p>Tommy's Premium Subscription: <a href="http://www.agbull.com/" rel="nofollow">www.agbull.com</a></p> <p>AgBull Audio and Video Links</p> <p><a href="https://podcasts.apple.com/us/podcast/ag-bull/id1596548171" rel="nofollow">Apple Music</a></p> <p><a href="https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&amp;nd=1&amp;dlsi=01601a77d2ab4f3f" rel="nofollow">Spotify</a></p> <p><a href="https://www.youtube.com/@agbullmedia" rel="nofollow">YouTube</a></p> <p><a href="https://www.tiktok.com/@agbullmedia" rel="nofollow">TikTok</a></p> <p><br><br></p> <p><br><br></p> <p><br></p> <p><br></p> <p>Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.&nbsp;</p> <p><br><br></p>