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Drift & Return

Drift & Return

Von: Rodney Connor & Gabe Sheets-Poling
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Hosts Rodney Connor and Gabe Sheets-Poling do their best to understand how people make decisions, the challenges we face along the way and bring that all back to helping farmers and ranchers think about markets and risk from a different perspective.

Opinions expressed are personal not the position of any associated or mentioned companies.

Copyright 2025 All rights reserved.
Wissenschaft Ökonomie
  • Episode 19 - Cash and Time Travel
    Apr 29 2026

    Rodney and Gabe are joined by lender Jacob Chapman for some discussion around NPV and better understanding what Jacob on the banking side really digs into before underwriting a loan.

    Some technical difficulties on this one so it's a bit more edited than normal

    If you're interested in our take on Iran and current markets the TL;DR is Rodney and Gabe remain wary but hopeful. How can the duo hold both views at the same time? They're human, contain multitudes and may in fact contradict themselves from time to time.

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    1 Std. und 31 Min.
  • Episode 18 - Our old friend volatility
    Mar 26 2026

    Rodney and Gabe talk with Matt Webster from River Valley Cooperative. Overall a good chat on how to position yourself in a market that's opening up a little bit and creating moments where you can lock some expected profit. We also reflect a bit on some of the "free money" opportunities we've seen come up over the years and the dangers those posses. Rodney and Gabe also claim to have a plan to have some more consistent podcasts again - we'll see if they're able to execute

    You can reach Matt at - mwebster@rvc.ag and Rodney at rodney@clearviewcommodities.com

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    1 Std. und 23 Min.
  • Episode 17 - Droids helping everyone from Jedi to Farmers
    Jan 30 2026

    Rodney & Gabe are joined by crop Insurance Agent - Ryan Leifheit to discuss some of the biggest changes in crop insurance as a result of 2025 legislation (OB3). Rodney and Gabe close with this sentiment, but crop insurance is where every risk management plan in the US begins - not using crop insurance, when you can, is throwing away some of the biggest subsidies US farmers have access to. The 2026-27 program is one of the more generous we've seen in the programs current edition.

    If you're looking to better understand how to optimize the choices in front of you Ryan is ready to assist - you can email him at rleifhe@1stfarmcredit.com

    And as usual if you're looking for help on crop marketing, and understanding how those crop insurance decisions impact how you approach grain marketing reach out to Rodney - -rodney@clearviewcommodities.com One day soon we may stumble on what Gabe can help with, but as for now, the search continues
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    1 Std. und 34 Min.
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