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Let's Chat Dairy

HighGround Dairy
Butter
Cheese
Milk Production
CME Spot Market
Highground Dairy
Dairy Industry
China
USDA
California
US Milk Production
Nonfat Dry Milk
Texas
Dairy Market
New Zealand
Butter Prices
Global Dairy Outlook Conference
Idaho
US Milk Production Report
Skim Milk Powder
Cheese Production

HighGround Dairy's top analysts chat about the latest news and updates in the dairy industry. Futures & options trading involves substantial risk and is not suitable for all investors.

PublishesTwice weeklyEpisodes423Founded6 years ago
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Artwork for Let's Chat Dairy

Latest Episodes

On this special episode of Let's Chat Dairy, Alyssa Badger welcomes Jessi Webb, Senior Director of Strategic Sourcing at Casey's General Stores. Jessi will join the Retail & Restaurant Outlook Panel at HighGround Dairy's Fifth Annual Global Dairy Out... more

Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!

Listen on our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger and Cara Murphy discuss this week in dairy markets. Subscribe so that you never miss an episode!

Registration for HighGround's Global Dairy Outlook Conference is open, ... more

Welcome back to Let's Chat Dairy by HighGround Dairy! HighGround's Alyssa Badger, Cara Murphy, and Betty Berning discuss this week in dairy markets. Subscribe so that you never miss an episode!

General Registration for HighGround's Global Dairy Outl... more

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Recent Guests

Hattie Polson
New member with ag economics background, joining the team for Boots on the Ground on-farm analysis
HighGround Dairy
Episode: 313. 29 May 2026
David Ortega
Professor, Noel W. Stuckman Chair in Food Economics and Policy at Michigan State University
Michigan State University
Episode: 311. David Ortega: Speaker Interview Series
Jaime Underwood
Avid product formulator, ingredient innovator, and advisor at Edible Chemistry Consulting
Edible Chemistry Consulting
Episode: 309. Jaime Underwood: Speaker Interview Series
Betty Berning
HighGround Dairy contributing dairy economist
HighGround Dairy
Episode: 104. Dairy Skim - March 2026 US Dairy Products Report
Azize Yanina
Expert in procurement and supply chain management, currently with Sadafco.
Sadafco
Episode: 261. Azize Yanina: Speaker Interview Series
Amy Penterman
Dairy farmer and crop insurance agent
Dutch Dairy
Episode: 256. Amy Penterman: Speaker Interview Series
Billy Schmitz
Key player in one of the most influential cattle operations in the country and speaker at the Global Dairy Outlook Conference.
Five Rivers Cattle
Episode: 255. Billy Schmitz: Speaker Interview Series
Erin Taylor
Director of the Order Formulation and Enforcement Division at USDA's Agricultural Marketing Service
USDA
Episode: 230. FMMO Final Decision & Dairy Market Implications – Featuring Erin Taylor, USDA
Nick Morgan
Managing Director of Integrated Nutrition
Integrated Nutrition
Episode: 201. Nick Morgan: Speaker Interview Series

Hosts

Alyssa Badger
Host and market analyst guiding interviews and delivering market commentary.
Cara Murphy
Co-host and market analyst providing context and analysis.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

309. Jaime Underwood: Speaker Interview Series
Q: How might GLP-1 drugs reshape formulation strategies in the coming years?
GLP-1s are not a standalone solution; products must be paired with a holistic nutrition plan, and brands should consider the long-term nutritional balance to prevent negative consequences and address consumer concerns.
309. Jaime Underwood: Speaker Interview Series
Q: What is the biggest shift happening in food and beverage formulation right now that dairy should pay attention to?
The shift is toward a more holistic approach to nutrition beyond just high protein, including fiber, vitamins, minerals, and supporting proteins like collagen, along with better education on why ingredients are used and how they behave in different formats.
303. 2 April 2026
Q: What did the February data release reveal about cheese production and key cheese categories?
February cheese production rose, with Italian cheese leading gains and mozzarella seeing strong increases, while American cheese also posted growth but not as pronounced as Italian totals, signaling a mixed but generally supportive dairy demand backdrop.
298. 27 February 2026
Q: Alyssa, what do the outcomes of those reports mean to you?
The January data largely confirms the ongoing narrative for 2026: solid milk production with selective shifts in export demand, especially in cheese and value-added dairy, while tariffs and global trade developments create a backdrop of uncertainty that market participants are pricing into current and future prices.
298. 27 February 2026
Q: After some deeper analysis though, do you have any other big takeaways from those reports?
Yes, the latest data showed the US milking herd expanding to a multi-decade high while milk production growth remained solid; this points to robust supply alongside demand signals from cheese and dairy product consumption, though service-sector demand and promotional activity are influencing cheese markets and global trade flows in nuanced ways.

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Frequently Asked Questions About Let's Chat Dairy

What is Let's Chat Dairy about and what kind of topics does it cover?

A data- and analysis-driven show focused on dairy markets, prices, and trade flows. Episodes frequently blend U.S. production data, stock changes, and price action with global cues from Europe, New Zealand, and China, plus macro factors like energy costs, inflation, and policy shifts that influence demand. A notable strength is the consistent emphasis on instruments and market signals (CME, GDT, exports) paired with actionable takeaways for traders, producers, and industry stakeholders. Regular guests include industry economists and university-affiliated experts, while two core hosts provide ongoing market context and forecasting, often tying in upcoming events and webinars.

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Which podcasts are similar to Let's Chat Dairy?

These podcasts share a similar audience with Let's Chat Dairy:

1. The Milk Check
2. The Ever.Ag Podcast
3. The Dairy Download
4. Dairy Stream
5. The Tucker Carlson Show

How many episodes of Let's Chat Dairy are there?

Let's Chat Dairy launched 6 years ago and published 423 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Let's Chat Dairy?

Recent guests on Let's Chat Dairy include:

1. Hattie Polson
2. David Ortega
3. Jaime Underwood
4. Betty Berning
5. Azize Yanina
6. Amy Penterman
7. Billy Schmitz
8. Erin Taylor

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