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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Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visitwww.rcmalternatives.com/disclaimer
The Derivative