@sdelsad/commodity-desk-daily 1.0.10 → 1.0.11
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- package/covered.md +1 -1
- package/feed.xml +2 -2
- package/package.json +1 -1
package/covered.md
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Running log. Read before writing a new episode: avoid repeating material, and only make callbacks to episodes listed here.
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- **Ep 1** (
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- **Ep 1** (Mon) — *The Units and the Language of the Desk*: Units and quoting grammar; three desk dialogues; see glossary. Pulse: Dec corn 4.65, Nov beans 11.82, Sep wheat 6.51; Black Sea lifting wheat; Midwest rain weighing on corn/beans; WASDE Wednesday named with trade expectations 182.4 corn / 52.9 beans.
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- **Ep 2** (Tue) — *Flat Price vs Basis*: Flat price vs basis: cash = futures + basis; quoting 'November plus 80'; desk kills flat price via hedge; long the basis (physical + short futures) vs short the basis (sold unowned + long futures placeholder, crusher example); basis moved by freight, quality, congestion, urgency, farmer selling; basis risk as the chosen, analyzable risk. Vocab: flat price, cash price, differential, plus eighty, hedged position, long/short the basis, basis risk. Example: 66,000 t Santos cargo at Nov +80 — board - hedged to zero (~.4M each way) vs +10c basis = ~40k kept.
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package/feed.xml
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</image>
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<item>
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<title>Ep 1 — The Units and the Language of the Desk</title>
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<description>Bushels, lots, ticks and hundredweights — the units a trading floor actually uses, and why they are what they are. Then the grammar of a quote: why physical cargoes trade as a differential to a futures month, and what bid, offer, hit, lift, done and workable really mean.</description>
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<description>Bushels, lots, ticks and hundredweights — the units a trading floor actually uses, and why they are what they are. Then the grammar of a quote: why physical cargoes trade as a differential to a futures month, and what bid, offer, hit, lift, done and workable really mean. Three desk dialogues.</description>
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<enclosure url="https://storage.googleapis.com/podcast-audio-2647223968/commodity-desk-daily/ep01.mp3" length="4739372" type="audio/mpeg"/>
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<guid>https://storage.googleapis.com/podcast-audio-2647223968/commodity-desk-daily/ep01.mp3</guid>
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<pubDate>
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<pubDate>Mon, 10 Aug 2026 05:00:00 GMT</pubDate>
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<itunes:duration>394</itunes:duration>
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</item>
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<item>
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