The guys have a discussion with Susan David of No Bull (@SusanNOBULL) on the recent disruption in the barge freight market. What's causing it? How will it be resolved? Who is benefitting? And what does it all mean to the rest of us? She gives us a great breakdown of what is going on.
Bad Grain Policies
28 Ways to Know You're Married to a Grain Merchandiser - Part 2
28 Ways to Know You're Married to a Grain Merchandiser - Part 1
5 Anchors of Successful Merchandising - Anchor 3
Convergence - What it is, and what it ain't.
Market Noise
North Dakota Beans & the NY Times
Market Disruptors
The Basis Traders Rules
5 Anchors of Successful Merchandising - Anchor 1
Welcome to The Elevator's Cut - An Introduction
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