Drift & Return

Episode 6 - The view from Argentina

This episode Rodney and Gabe are joined by Marcel Artal, CEO of Hedgit.  Marcelo has built a solution, incorporating AI that helps identify key moments to make pricing decisions.  Topics are across the board in this one from reconciliation of pro-capitalist orientations with guaranteed minimum incomes, understanding the difference in how commercial operators and traders have to look at the market, and giving your brain a brake in a painful price environment 

Episode 5 - There's always an opportunity

Rodney and Gabe are joined by Kevin Bauer to talk a bit more about current market volatility. While this year certainly stands out at a bit of a surprise at its historically low levels we do touch on that the temporal relationships hold true. Next episode Rodney and Gabe expect to chat with Marcelo Artal CEO of hedgit.ai about how the world looks from Argentina these days, and how Marcelo uses AI to significantly cut down on how many decisions he needs to make when helping Argentine farmers manage price risk.

Episode 4 - Selling the high always works

Rodney and Gabe talk about how to get yourself out of your own way when managing pricing decisions and wrap up this seasons crop insurance discussion with Rodney walking through the math on why pricing some of your crop ahead of harvest is a good decision whether or not you have a production shortfall. 
Looking ahead to next episode, Rodney and Gabe are excited to have Kevin Bauer join and talk a bit about volatility and getting paid for risk.

Episode 3 - Where Rodney and Gabe talk about crop insurance

Rodney's talks about his forays into "Vibe Coding" where he shares that it works about 80% most of the time. It's a real barn burner for the statistics aficionados out there. Gabe and Rodney mostly discuss crop insurance and ways to more proactively use it as part of a risk management plan.

Episode 2 - Did you know they can grow soybeans in Canada?

Rodney and Gabe reflect on notable changes between now and when they started.  Not only does this include shocking insights around soybeans, but also ethernet cables.  Buckle up!

Episode 1 - Welcome to Drift and Return

A brief intro on what Rodney & Gabe are looking to do with this new podcast.