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Dairy Insights: Heard Mentality

StoneX Group Inc.

Business Investing

Latest episode

56 episodes

Episode 55 - What is driving GDT prices?
27/02/2026 | 20 mins.
New Zealand GDT prices for major dairy products are up anywhere from 17% to 32% since December while New Zealand milk production is running strong, what is driving this rally?
Episode 54 - IDFA and U.S. Dairy Rally
05/02/2026 | 18 mins.
The U.S. dairy markets rallied in the lead up to the big IDFA conference. Dustin Winston and I were both at the conference and the sentiment was less bearish than expected but we did have a few bullish take-aways.
Episode 53 - Gulfood and Strong MENA Demand
05/02/2026 | 13 mins.
Dairy buyers and sellers from around the world gathered at Gulfood in Dubai last week. Vipin Kumar, StoneX Vice President of Middle East Dairy was there and shares what he heard.
Episode 52 - Animal Diseases Keep Hitting Dairy
18/12/2025 | 24 mins.
Lumpy Skin Disease continues to spread in Europe, Bluetongue was recently found in Northern Ireland for the first time and bird flu was found in dairy cows for the first time in Wisconsin. Could these diseases suddenly slow milk production growth faster than the market is expecting?
Episode 51 - When will the dairy market turn?
24/11/2025 | 21 mins.
We've seen sharp drops in dairy prices, is there any reason to be bullish right now? When will the market start to turn higher?

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About Dairy Insights: Heard Mentality

Dairy prices are driven by global supply and demand factors, you can’t truly understand what is happening in any dairy market unless you understand what is happening globally. In this podcast dairy market analysts and brokers from our global team breakdown what is happening in the U.S., EU, Oceania and Asian markets to help make sense of your local market.

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Business Investing