The Milk Check
Latest Episodes
When Will Dairy Prices Turn Around: GLP-1 and Oversupply
Milk production is up 4.2% year over year, components are climbing and prices are falling.As holiday orders wrap up and we head into the long winter, The Milk Check team digs into whether dairy markets have already found a floor, or if theres still a
Bears in Butter. Bulls in Protein.
Butters slipping, cheese feels heavy, but the protein complex is flexing hard.In this Milk Check market roundtable, Ted Jacoby III brings together Diego Carvallo, Jacob Menge, Joe Maixner and Josh White to unpack whats driving the mixed messages in
Swimming in Butter: Global Insights from Cefetra Group
Does perfect weather mean bad news for dairy?In this episode of The Milk Check, Ted Jacoby III and the Jacoby team welcome guests from Cefetra Dairy, Henk-Jan Bouwman, Head of Account Management; Martijn Goedhart, Managing Director; and Veljko Perovic
Shining Star or Shooting Star: WPC 80 and WPI
Butter is down. Powder is heavy. Cheese is struggling.But whey proteins? Theyre the shining star.In this episode of The Milk Check, host Ted Jacoby III sits down with Josh White, Gus Jacoby, Diego Carvallo, and Jacob Menge to break down whats re
The $1,000 Calf: Why Beef Matters on the Dairy Farm
Are you leaving calf money on the table?Not long ago, a Holstein bull calf might have earned you 50 bucks, if that. Today, thanks to high beef prices and better breeding tools, that same cow might deliver a $1,000 calf instead.Beef-on-dairy isnt
From Summer Heat to School Coolers: The August Milk Shuffle
The school bells are ringing in some changes for milk. Are you ready?Tune in to The Milk Check as the Jacoby team churns through the latest supply and demand dynamics in the August milk market, including:Why the usual summer heat dip in milk
The Ozempic and GLP-1 shockwave hitting U.S. dairy
GLP-1s like Ozempic and Wegovy are changing how Americans eat, and that has big implications for the dairy industry.In this episode of The Milk Check, host Ted Jacoby III welcomes Paul Ziemnisky, leader of nutrition and industry growth platforms at Da
The Ozempic and GLP-1 shockwave hitting U.S. dairy
GLP-1s like Ozempic and Wegovy are changing how Americans eat, and that has big implications for the dairy industry. In this episode of The Milk Check, host Ted Jacoby III welcomes Paul Ziemnisky,
Bienvenida, Ruth: fortaleciendo a Jacoby en Latinoamérica
En este episodio de The Milk Check, le damos la bienvenida a Ruth Aragon al equipo de Jacoby, quien se une a sus colegas de muchos aos, Miguel y Yara. Es una reunin basada en dcadas de experiencia, relaciones slidas y un enfoque compartido: fortalecer
Dairy on a knife’s edge
In this weeks episode of The Milk Check, the Jacoby team convenes to dissect a dairy market that feels balanced barely.From milk still trickling in past the flush to range-bound commodity prices, this episode covers the major trends shaping the bac





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