The Futures Rundown 92: Revenge of Super El Nino
Topics discussed
Intro and show overview
Host introduction and network promotion
Guest introduction: Jim Romer of Best Weather Inc
Trading Pit: Ag markets, El Nino, and sugar outlook
Cocoa outlook and historical El Nino comparisons
Soybeans: China demand vs South American supply
Wheat market analysis and potential bearish move
Fertilizer impacts and natural gas weather play
Weekly upside movers: Crypto, Nasdaq, and Nat Gas
Natural gas seasonality and term structure analysis
Trading strategies: Futures vs Options for commodities
Coffee market outlook and El Nino effects
Weekly downside movers: VIX, Crude, and Cocoa
Cocoa deep dive: Why it fell and how to trade it
Most active futures: Equities and Fixed Income
Guest commentary on active markets and ag flow
Year-to-date downside movers: OJ and Lean Beef
Orange juice demand shifts and weather impacts
Lean beef trim and cattle herd liquidation cycle
Year-to-date gainers: Energy and Dairy
Closing thoughts, heating oil spreads, and guest promo
Listen ad-free on Castria