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Drift & Return

Drift & Return

De : 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.
Economie Science
Épisodes
  • Episode 20 - Let's talk about communism and free markets
    May 30 2026

    Cole Stock of Western Grain Marketing joins the podcast this time. Some heady topics around the idea of "fairness" in markets. Is zone bidding ok? The group talks about some alternatives to trailing stops to help defer pricing and finally make some poorly informed guesses as to what corn cash price will be as we roll into harvest.

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    1 h et 24 min
  • 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 h et 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 h et 23 min
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