The Machine Shed #4 - An Explosion In Used Tractor Inventory and a Little Football Talk


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Nov 20 2024 53 mins   4

Takeaways

There are many off-season events in football.

Brian Kelly's move to LSU raised questions about coaching effectiveness.

Nick Saban's potential return to coaching is seen as unlikely.

The landscape of college football is leveling out.

Vanderbilt's unexpected success against Alabama highlights this shift.

The SEC remains a dominant force in college football.

The Big 12 has changed significantly over the years.

Regionality in college football conferences is diminishing.

The tractor market is facing challenges with overproduction.

Understanding the differences in row crop tractors is crucial for farmers. There's a 50% increase in inventory for row crop tractors.

Combines are currently the healthiest segment in the market.

Demand for combines may finally meet supply in 2025.

The planner market is facing overwhelming options and challenges.

Dealers are cautious about ordering combines due to past experiences.

Used inventory for planners is expected to remain stagnant.

The agricultural equipment market is influenced by seasonal delivery trends.

Speculation in the market is primarily focused on tractors.

The health of the combine market is linked to dealer management strategies.

Networking in the industry is crucial for navigating market challenges.

Sound Bites

"You can't win a national title at Notre Dame."

"Nick Saban was going to take the LSU job."

"Welcome to the evenization."

"It's all TV money, that's it."

"I want to beat you 63 to 60."

"There are way too many 4960s."

"There's a 50% increase in inventory."

"Everything good takes a year to show up."

"There's a lack of machines coming back in."

Chapters

00:00 The Party Starter: Aaron Finnell's World

02:04 Football Frenzy: The Passion for the Game

06:00 Coaching Changes: The Brian Kelly Effect

09:55 The Evolution of College Football

14:03 The SEC vs. Big 12: A Conference Debate

15:02 Row Crop Tractors: Market Insights

18:38 Inventory Surge: Row Crop Tractors

22:14 The Health of Combines: A Market Analysis

30:19 Demand and Supply Dynamics in 2025

37:12 The Planner Market: Trends and Challenges


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