Mid-Year Market Pulse, Drought Herd Risk & Why Assets Beats Cash in a K-Shaped Economy | Ep. 14
Running on GrassShow Notes
In this mid-year market check-in on Running on Grass, Logan Pribbeno from Wine Glass Ranch and Ea’Mon O’Toole from Ladder Ranch break down what’s really driving cattle prices right now — even as some charts flash warning signs.
We open with the latest price action and the viral tweets shaping the conversation, then dive into the stunning USDA export sales report that showed 126,062 metric tons of U.S. beef sold in a single week — a nearly 500% jump from the prior week. Much of it was late-reported volume, including record-shattering one-week sales to Chile and Italy. Is this the demand signal the market has been waiting for? Derrell Peel’s latest analysis on drought-driven herd risk and the telling heifer slaughter graph gets a close look, alongside live results and commentary from Superior Week in the Rockies (240,000+ head on offer this week).
Then we shift to the bigger picture: the Federal Reserve’s $10 billion liquidity injection, Dr. Dave Kohl’s K-shaped economy framework, and why productive ranchland may be one of the smartest inflation hedges available — especially when retail giants are being asked to cut ground beef prices for consumers feeling the squeeze.
Logan and Ea’Mon bring honest, boots-on-the-ground perspectives from their own operations, sharing what these signals mean for marketing, grazing plans, and long-term land decisions.
Whether you’re running cows, watching markets, or thinking about your next land move, this episode gives you the data and the real-world context to make better decisions.
Timestamps • Market Reality Check, Export Spike & Superior Sale • Drought Herd Risk & Heifer Graph • Inflation, Liquidity & the K-Shaped Economy • Operational Tweaks & Closing Takeaways
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