Mid-Year Market Pulse, Drought Herd Risk & Why Assets Beats Cash in a K-Shaped Economy | Ep. 14

<p>In this mid-year market check-in on <i>Running on Grass</i>, 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.</p><p></p><p>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 <b>126,062 metric tons</b> 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?</p><p>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 <b>Superior Week in the Rockies</b> (240,000+ head on offer this week).</p><p></p><p>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.</p><p></p><p>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.</p><p></p><p>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.</p><p></p><p><b>Timestamps</b><br />• Market Reality Check, Export Spike &amp; Superior Sale<br />• Drought Herd Risk &amp; Heifer Graph<br />• Inflation, Liquidity &amp; the K-Shaped Economy<br />• Operational Tweaks &amp; Closing Takeaways</p><p></p><p></p>