$GLW Corning Tape Reports
Per Ticker.id: $GLW Corning Tape Reports — 39 podcast mentions across 5 podcasts (30 days), latest 2026-08-25 23:12 UTC.
Today's episode is brought to you by the Tucurium Corn Fund, ticker CORN. Let's get into it.
Speaker A — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26Hope you're enjoying today's interview. This episode of Monetary Matters is brought to you by the Tucumcán Corn Fund, ticker CORN. If you follow the show, you know, we spend a lot of time on macro themes like energy transitions, geopolitical risk, and global food security. Corn sits at the intersection of all three. Most people watching the Strait of Hormuz are focused on oil. They should be looking at nitrogen. A third of the world's fertilizer trade passes through that choke point. When that corridor tightens, fertilizer prices react, and corn farmers feel it first. Corn is the heaviest nitrogen user in US agriculture, so rising input costs hit their margins quickly. The longer-term story could cut the other way too. If farmers pull back on fertilizer application, Yields may come down if the economics get difficult enough. Some may choose to abandon corn and plant something else entirely. Either scenario potentially tightens corn supply, which could be price supportive. Bottom line, the pinch on the producer side could become the price story on the commodity side. Tucrium's corn ETF gives you exposure to corn prices. Ticker CORN, traded on NYSE ARCA. Access it through your brokerage account. No futures account required. Teucrium also has a family of agricultural ETFs, including the Teucrium Wheat Fund, ticker W-E-A-T, the Teucrium Soybean Fund, ticker S-O-Y-B, and the Teucrium Sugar Fund, ticker C-A-N-E. Head to teucrium.com to learn more. That's T-E-U-C-R-I-U-M dot com. This material must be preceded or accompanied by a prospectus. The prospectus is available at teucrium.com/corn. Investors should carefully consider the investment objectives, risks, charges, and expenses of the fund before investing. The prospectus contains this and other important information. Investing involves risk, including the possible loss of principal. Commodities and futures generally are volatile, and instruments whose underlying investments include commodities and futures are not suitable for all investors. Past performance does not guarantee future results.
Speaker A — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26It's real seasonality. It's not like fake seasonality, like S&P sell in May, go away. Not, not that stuff. But see, it's weather. So, so interestingly that the, the ags have done well and that the best performers are A, wheat and B, soybean oil, but also soybeans. That is so interesting to me, Jim, because if you had told me in, let's say like March 1st, right after the Iran war started, do some research, Jack, and get back to me on which agricultural commodities you're most bullish on because of the fertilizer impact and why. I would have said corn because corn just is incredibly needy in terms of its fertilizer demand, where soybean doesn't need that much fertilizer at all. And of course, fertilizer costs spiked in April and May, have come down a little bit. Price of sulfur is still very high. And I, I, I— corn hasn't really moved that much, which is, which is interesting to me. Yeah, it could be a sleeper. Could be.
Jack Farley — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26Yeah. I mean, with that, with the shutdown of the Strait of Hormuz, one of the first things that spiked was fertilizer prices because a lot of the inputs to fertilizers come from that region. And some interesting anecdotes from some of the farmers in the Midwest are not using— their costs are increasing, so they don't use as good of corn crops. So that could potentially be an issue where future crop yields are, are not as good because they're, they're cost sensitive themselves. So they, they're using less fertilizer potentially, and then they're— the, the seeds they use are not as good as higher priced ones that they could be using to, to plant their fields. So that could lead to potential issues and corn price appreciation in, in the future if, if they can continue to do that. If still have issues with supply disruptions on the fertilizer side, then their input cost increase will mean that it could be potential future reduction in crop yields on the corn front.
Jim Wiederhold — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26Definitely. Yeah, right. And maybe they didn't plant as much corn this year because of the high fertilizer costs. So we're not going to see it until later. I do think that is a key driver. I also say with corn and soybeans, their production is a lot more concentrated in terms of like US and Brazil, whereas there are like 50 countries that make a lot of wheat. So there's a supply shock to corn and soybeans theoretically is a lot easier to happen than, than to wheat.
Jack Farley — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26It's, it, it depends on, on which region of the world certain crops are, are grown. So yeah, I mean, when, when El Niños happen, there's certain areas that get pretty heavy drought situations and then other ones that get excessive rain. So overall it tends to be— there's certain crops like sugar that could potentially have ample supply after this because they have enough rain compared to other areas that are in drought. It should potentially create good conditions for US crop with more rain in the crop-growing regions of corn, soy, and wheat, which could potentially lead to lower prices. But there's also, after drought, there's higher chance of flooding. So even though some of these areas could have better crop growing potential, that we could also see crop damage from excessive flooding. So it's kind of across the grains and the softs that are most directly affected by El Niño.
Jim Wiederhold — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26Hope you enjoyed today's episode. Those interested in learning more about the Tucurium Corn Fund ticker CORN, can find more information in the link in the description. Until next time.
Speaker A — Monetary Matters with Jack Farley · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index · 2026-08-26Today, OpenAI announced its first custom interference chip named Jalapeño that it says serves the purposes better than NVIDIA's. They want to wean themselves off NVIDIA's pricey hardware. Be my guest. Maybe they can. Maybe they're big hat, no cattle. Google and Amazon have been, have been making competing chips of their own, but they've also been doing plenty of business with NVIDIA and speak incredibly highly of the product. Think of it this way, though. If you leave the comfortable world of NVIDIA, you leave the platform that most engineers want to write on, most young companies want to write on. Their chips aren't expensive. The chips— look, they're expensive, okay? They're expensive for a reason. And it's no coincidence that the companies I've mentioned are a huge part of the Nvidia story, hence why it dominates all option trading night after night after night. It's just too big not to. All that said, we can't discuss Nvidia's dominance without addressing the critics, because if the bears are right, the stock will tumble regardless of what reports tomorrow. Let me lay them out so you're ready. First and foremost, Nvidia has made a huge number of multibillion-dollar investments in AI, from Anthropic to OpenAI to Marvell Tech and Coherent and so many others, really too, too numerous to mention. Many of these investments have already yielded large profits, at least on paper. But NVIDIA sells almost nothing that's invested in there. Letting the— let's say the bets ride. I think these investments allow the companies involved to soar. NVIDIA gives them a chance to experiment, manufacture the wares better. Thanks to these moves, NVIDIA, this is— it's the sun. In what seems like an endless AI solar system. I think that's tremendous. Companies always want to dominate. Why shouldn't Nvidia use its profits to help ensure that it remains on top? It's not like they're doing anything anti-competitive. Nvidia invested $30 billion in OpenAI, and OpenAI is downright gleeful about inventing this new chip, Jalapeño, that can compete with Nvidia's. Word to the wise for OpenAI: I grow jalapeños. Don't touch them and put your hands to your eyes. It's a nightmare. Now, these investments come in many forms. Convertible preferred stock like Marvell, straight out common like Coherent, cash and warrants like Corning, backstops and guarantees for many others.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25