A conversation with HayWire's Aiden Johnson.
By Tracy Alloway and Joe Weisenthal | Updated on Jun 12, 2026 at 09:00 AM
Listen to
Odd Lots
on Apple Podcasts
Listen to
Odd Lots
on Spotify
Watch
Odd Lots
on YouTube
Subscribe to the newsletter
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.