Navigating the Cattle Market: Strategies and Dynamics

In this episode of The Derivative, Jeff Malec sits down with Jeff Apel, principal at Wharton Capital Management, to dive deep into the current cattle market. With beef prices hitting near-record highs, Apel shares his extensive experience from the trading floor to today's futures markets, explaining the complex dynamics behind rising meat prices. From drought impacts and herd sizes to consumer demand and seasonal trends, this conversation offers a comprehensive look at what's driving the beef market and what investors and consumers can expect in the coming months.

Chapters:

00:00-00:50=Intro

00:51-13:35 = Pit Trading Memories: A Family Legacy in Cattle Markets

13:36-29:15 = Beef Prices Unleashed: Understanding the Current Cattle Market Surge

29:16-38:35 = Wharton Capital's Approach: Fundamental Trading in a Complex Market

38:36-45:31 = Market Intelligence: Tracking Cattle Trends in a Global Economy

45:32-52:27 = Trading Psychology: Discipline and Adaptability in Commodity Markets

52:28-58:43 = From Steakhouses to Chicken Chains: Evolving Eating Habits in America

From the Episode:

RCM Blog post:

Beef Is the New Egg? Why Meat Prices Are Skyrocketing

RCM Blog post - The picture from Space that shows why Commodities are non-correlated to the Stock Market:

For more information on Wharton Capital & Jeff Apel visit whartoncapitalmgmt.com!

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