In this episode, we're joined by Billy Schmitz, a trade analyst with Five Rivers Cattle, the world's largest cattle feeding operation. Billy shares insights on the current state of the cattle industry, discussing the impact of supply and demand on beef prices. We dive into the challenges facing ranchers, including drought conditions, rising costs, and the effects of the JBS strike. Billy also weighs in on the future of beef prices and the potential for herd growth, offering a unique perspective on the complex dynamics driving the cattle market.
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