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How a Vibecoded Newsletter Is Making the Hay Market More Transparent

6/12/202640 min

The hay market is not a transparent market: It is very fractured by types of hay, whether it is alfalfa or clover hay. There are a few opaque, illiquid markets like this — scrap metal for instance — that require some hands-on investigating to figure out. Aiden Johnson is co-founder and CEO of the HayWire newsletter, which aims to make the hay market more transparent: He and co-founder Cole Glasgow use an AI model to mine public data sources — like USDA reports on auction prices across different regions — to produce a weekly newsletter on the hay market. On this episode, we speak with Johnson as he explains why he chose hay over other kinds of markets, how HayWire was made possible through vibecoding, networking with hay farmers, why the ROI of owning a horse is dropping with hay prices spiking, and why hay demand keeps on tightening.

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First 90 seconds
  1. Speaker 10:00

    Odd Lots is brought to you by VanEck. For years, investors basically forgot about real assets, energy, gold, and infrastructure, but look at what's driving markets now. Central banks loading up on gold, massive CapEx cycles, currencies doing weird things. These assets are at the center of it. RAAX, the VanEck Real Assets ETF, is an actively managed one-stop shop for real assets spanning gold, commodities, natural resource equities, and more. Go to vaneck.com/raaxpod to learn more. Fun disclosures later in this episode.

  2. Speaker 20:32

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  3. Speaker 31:02

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