We start off with a recap of an UpLevel Dairy podcast featuring a Compeer analysts who discusses how financially strong farmers stay financially strong. We then look at our first crop planting report and take a look at the latest on Wall Street.

Milk prices have shown promise and markets have switched to put an emphasis on protein. That's been good news for dairy farmers as we get into the second quarter of 2026, and something to consider as we look ahead to Q3 and Q4. That's the topic of today's interview with Corey Geiger, lead dairy economist with CoBank.

Today we start with a review of Friday's USDA Cattle on Feed report, then look at how commodities flipped trends last week. We wrap up with how investors are approaching market decisions in the era of the Middle East conflict.

We have monthly federal milk marketing order price information, which continues to be slightly favorable and a positive aspect to the market so far. We also look at corn futures, which include potential weather impacts. The episode wraps up with a record day on Wall Street.

Powder prices are skyrocketing and bringing Class IV prices with it, and we start off the podcast with that news. We then take a look at cattle futures, and wrap up with a look at financial markets and a Fed report that looks at how consumers and companies are taking a wait-and-see approach to investments.

Fertilizer prices are 40% higher than this time last year. We take a look at why and how it's affecting input costs on this year's crop. Plus, despite all of the geopolitical activity that has happened since the end of February, the stock market is actually back to pre-war levels. We'll take a look at how that happened.

There's tons of new processing capacity in the dairy industry, and we'll take a look at potential expansion opportunities. Next we'll look at an interesting development in beef markets, and wind up with our regular look at movement on Wall Street.