Episode Description
Andy Hruby is joined by Joe Vaclavik to break down the grain market setup for January 12–16, 2026. They discuss what index fund rebalancing could mean for price action, what to watch in Monday’s USDA report, and how to think about 2026 corn versus soybean profitability and acres. They also cover basis and carry in a tight-margin environment, demand and carryout risk, South America weather, and why recent geopolitical headlines have had limited impact on grain.