Real Numbers, Real Decisions: How to Handle Grain at Year-End

16/12/2025 33 min
Real Numbers, Real Decisions: How to Handle Grain at Year-End

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Episode Synopsis

End-of-year grain decisions are rarely about opinions—they're about math. In this episode of Hedge Heads, Jon Prischmann and Ryan Tungseth walk through the real numbers producers are facing right now: storing grain versus selling, when it makes sense to re-own with calls, and how to think about upside without exposing yourself to unlimited risk. They break down why boring markets can be the best time to plan, how seasonals and option costs factor into the decision, and why convenience often overrides better financial choices. The conversation also touches on cattle risk, why downside protection deserves attention, and why this market feels very different than the last few years. If you're trying to make clear decisions in a tight-margin environment, this episode focuses on structure—not guesswork.