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Aiden Johnson

πŸ‘€ Speaker
223 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

Because we did see a spike kind of in auction data.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

We kind of covered it a little bit, maybe on the Reddit, but...

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

it we called it kind of the missouri pattern it was kind of a hypothesis we were text testing so it basically is so after we figured out that the drought and you know supply is very very tight there in the western states we started watching those western midwest states so we we saw demand in or prices in missouri go up and they're like okay well we'll keep an eye on it and then the next week we saw um rock valley's prices kind of spike a little bit and they're like okay so

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

So maybe there is some demand coming over from there.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

And then the next week we saw it go up a little bit again.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

So it's kind of what we're seeing right now.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

I can't confirm fully if it's true because Auction House we track in Missouri, posts their data monthly.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

And then Rock Valley is weekly.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

So it's just a kind of cool, I guess I'm kind of, it's like a Lego set.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

I'm kind of just like building piece by piece and it's like a puzzle, trying to solve the puzzle.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

Yeah, absolutely.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

Just talking with farmers and even horse owners across the country.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

I personally, my family owns horses, so I can kind of see this firsthand.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

But yeah, I've been talking to a lot of horse owners and they're basically saying we love our horse so much, but the return on investment on horses right now is just like, it's too expensive.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

No, I'm paying so much to maintain the horse and we don't know exactly what we're going to do because it's so expensive.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

expensive.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

But and then on the other side of things, some dairy houses, these these dairies are going to be the ones buying the higher quality RFV alfalfa to, you know, feed these cows that are producing 80 pounds of milk a day.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

And they're actually taking that high higher quality RFV and then mixing it with lower quality RFV to, you know, control their rations and, you know, maybe create a little more volume.

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

So especially with these crazy high prices, they can kind of control their

Odd Lots
How a Vibecoded Newsletter Is Making the Hay Market More Transparent

their volume a little more.